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▲"冬日奇境"现场布置。图/北京SKP 岁末的钟声即将敲响，这场名为"点亮奇境-冬日嘉年华"的亮灯仪式也是北京SKP迎新年系列活动的序章。活动上，北京SKP商场准备了饮品与甜点，礼仪 人员手捧精致小礼物穿梭其间，共同为顾客营造着浪漫的冬日节庆气息。冬日的美好，少不了旋律的点缀，百合花（603823）开艺术团也在亮灯仪式上带 来童声合唱，更有星光大使钟懿和王博文相继登场，用歌声驱散寒意，点亮冬日的第一缕温暖。 "好漂亮！""快给我拍个照！"两座被点亮的穹顶花房通透明亮，每棵松树的松针上都裹着细密的灯串，整个室内花园梦幻闪耀，好似把绿野仙踪搬进了商 场。打扮精致的男生女生、恰好路过的上班族纷纷在花园前停驻，以灿烂笑容与它合影留念。人群中还有不少小朋友，一手拿着在礼仪人员处领到的小饼 干和小木马，一手提着带有SKP LOGO的小马气球，欢快地穿梭在花园之间。 据了解，北京SKP于12月推出了一系列"冬日奇境"迎新年活动，与顾客一起迎接2026年。在精彩纷呈的活动背后，是北京SKP年末精准布局的商业营销策 略，通过场景化、情感化的活动设计，跳出传统商场以促销为主的营销惯性。 "5—4—3—2—1!"12月19日晚，北 ...

在追新过程中，也需警惕同质化与盲目跟风。当每家商场都布满网红打卡墙和相似快闪店时，新鲜 感便会迅速减少。真正的出新，在于打造不可复制的独特内容，以差异化服务和体验，将短暂的"流 量"转化为可持续的"留量"，建立与消费者的长期联系。 电商以更便捷的比价、更丰富的选择强势崛起，使得传统商场一度门可罗雀。当前，年轻人的消费 需求正从对商品功能的追求，转向对情感连接与体验共鸣的渴望。复旦大学一项研究表明，约56%的年 轻消费者愿为获得情感支持而付费。在这一背景下，商场借力城市更新，逐渐从单纯的交易场所升级为 融合社交、文化、娱乐的复合生活空间。 商场如何打造新型消费场景？一是需"用情"。这意味着商场必须超越货架思维，成为情感连接的平 台。北京王府井喜悦购物中心打造万余平方米二次元街区，上海百联ZX创趣场年办近700场主题活动， 都紧扣年轻人的兴趣点。这种"懂你"的营造，远比单纯促销更有效。二是要"出新"。存量改造需紧跟消 费趋势，让老空间焕发新活力。青岛万象城打造超5000平方米跨层创新空间，首进品牌占比过半；西安 民生百货采用"商办同楼"模式，分摊改造成本的同时激活消费增量。这些案例证明，唯有持续迭代创 新，才能保 ...

当指尖划过电子导视屏，心仪的品牌信息一目了然；导购机器人热情上前，精准推送专属折扣。这些曾 在科幻电影里出现的场景，如今已成为众多现代商场的日常。很难想象，十多年前，这些商场还是另一 番景象：收银台前排满长队，消费者为找一家店铺在楼层间反复地询问和穿梭。 《中共中央关于制定国民经济和社会发展第十五个五年规划的建议》明确提出，坚持扩大内需这个战略 基点，坚持惠民生和促消费、投资于物和投资于人紧密结合，以新需求引领新供给，以新供给创造新需 求，促进消费和投资、供给和需求良性互动，增强国内大循环内生动力和可靠性。 在大力提振消费的背景下，商场作为现代商业重要的物理载体，进一步迎来新的发展契机。从传统百货 到综合购物中心，从单纯的商品提供者，到消费者生活方式的深度参与者，持续上演的商场"变形记"， 正不断打破业态边界，重塑价值跃迁途径。 在一家有着几十年历史的老商场担任经理助理的90后赵女士对行业变迁有着自己的理解。"商场已从过 去的以'货'为中心转向了现在以'人'为中心，这就要求我们必须紧紧地抓住顾客需求。"赵女士向《证券 日报》记者坦言，"现在的商场，除了要为消费者打造沉浸式的购物体验，还要让其在购物过程中获得 ...

焕新改造后的首旅集团所属北京友谊商店以全新姿态回归大众视野，成为京城Citywalk（城市漫步）新晋热门网红地标。5月至10月，北京友谊商店实现 销售额2亿元，同比增长1190%。 初冬时节，虽然是工作日，友谊商店内仍有不少客人。东门入口处的友谊花园内，很多顾客的第一站是刚开业一个月的书店。"每次来都有惊喜！"赵女士 和闺蜜相约来书店小聚，为她们带来惊喜的不仅有琳琅满目的文艺书刊，还有颜值颇高的蛋糕和咖啡。 在北京友谊商店，能喝咖啡的地方还有好几家。临街的本土咖啡品牌门店前，买咖啡的顾客络绎不绝，门口两把复古红椅成了热门拍照点位。昔日的传达 室修旧如旧，保留了外汇票、打字机等老物件，现如今这里咖啡飘香，曾创造一日卖600杯的销售纪录。 "焕新升级后的老商场更有活力了！"友谊商店副总经理吕岩姣统计过，5月以来，友谊商店平日日均客流约5000人，周末及节假日日均客流突破10000人， 较改造前提升数十倍，近八成人都是年轻顾客和外国游客。友谊商店总计引进31家商户，其中北京首店、概念店21家，占比接近70%。截至目前，园区还 组织了户外骑行、普拉提、草坪音乐节、怀旧电影展映、种子计划、文创市集等15场主题活动，为园 ...

Core Insights - The article highlights the thriving situation of the Tianhe Road business district in Guangzhou, known as "the first business circle in South China," amidst the challenges faced by offline retail due to the rise of e-commerce [2][3]. Group 1: Business Environment - Tianhe Road business district spans approximately 2.8 kilometers and houses 25 large commercial complexes with over 10,000 merchants [2]. - The average daily foot traffic in the Tianhe Road business district is about 1.5 million, demonstrating its strong consumer engagement and spending power [3]. Group 2: Strategies for Attracting Consumers - The district's strategy includes enhancing consumer experience by shifting focus from merely collecting rent from merchants to improving the end-user experience, thus transforming into "super experience centers" [4]. - Merchants are encouraged to offer unique products that cannot be found elsewhere, with many first stores in South China and China opening in the district, attracting customers with exclusive offerings [5]. - The physical space is being expanded to include attractions like aquariums and climbing walls, turning shopping centers into urban lifestyle hubs that offer more than just retail [6]. Group 3: Service Enhancements - The Tianhe district is enhancing service flexibility by creating pet-friendly social spaces and providing tailored services for international visitors, such as English menus and Arabic-speaking staff during peak tourist seasons [7]. Group 4: Government and Community Support - The local government is actively involved in creating a supportive environment for businesses through streamlined processes and collaborative efforts with business associations, which helps in reducing bureaucratic hurdles for merchants [8]. - The collaboration between government, business associations, and enterprises fosters a fair and vibrant commercial environment, allowing for differentiated development among merchants and avoiding homogenization of offerings [8].

Core Insights - The decline of large shopping malls in China is evident, with notable closures such as the Pacific Department Store in Shanghai and the Wuhan Wushang Yamao Plaza, indicating a broader trend of diminishing foot traffic and consumer interest [1][3][5]. Group 1: Decline of Shopping Malls - The closure of the Wushang Yamao Plaza, which operated for 28 years, highlights a significant issue: a lack of customers, a trend reflected in the closure of 21 large malls nationwide last year [5][11]. - Nationwide average daily foot traffic in shopping centers has plummeted from 47,000 in 2015 to 20,000 in 2023, showcasing a stark decline in consumer engagement [7]. - The oversaturation of shopping malls is evident, with some second and third-tier cities having per capita shopping center space exceeding 2 square meters, which is double that of Japan and South Korea [13]. Group 2: Market Saturation and Competition - The oversupply of shopping malls has led to intense competition, with the Wushang Yamao Plaza surrounded by eight other large shopping centers within a 3-kilometer radius, resulting in a total commercial area exceeding 1.2 million square meters [15]. - A report indicates that the vacancy rate in the industry could reach 9.1% by 2024, surpassing the recognized breakeven point of 5% [17]. Group 3: Impact of E-commerce - The rise of e-commerce has significantly impacted physical retail, with rental costs in Shanghai's Wujiaochang area increasing from 8 yuan per square meter in 2015 to 22 yuan in 2024, a 175% increase [19]. - The average annual labor cost for a retail employee in first-tier cities exceeds 100,000 yuan, which contributes to higher prices for goods in physical stores compared to online alternatives [20]. - Consumers increasingly prefer online shopping for its lower prices and convenience, often using physical stores merely as "free fitting rooms" before purchasing online [22]. Group 4: Strategies for Survival - To survive, shopping malls must create unique experiences rather than just selling products. Successful models like Sam's Club focus on exclusivity rather than low prices, attracting nearly 9 million paying members [25][27]. - The success of stores like Pang Dong Lai is attributed to exceptional service, offering over 60 free value-added services, which enhances customer loyalty and experience [29][31]. - Local cultural engagement, as seen in Tai Sheng Plaza in Linyi, demonstrates a successful strategy of hosting local events to become a community hub rather than just a shopping destination [34]. Group 5: Challenges in Transformation - Many malls mistakenly believe that increasing the proportion of dining options will save them, but this approach is often ineffective as the restaurant industry is highly competitive, with 460,000 restaurants closing or being deregistered in the first quarter of this year [36].

Core Viewpoint - The retail industry, particularly shopping malls, is facing a significant decline, with many well-known brands closing stores due to changing consumer preferences and market dynamics [1][5][23] Group 1: Store Closures - Beijing Baisheng, the first store of Baisheng Group in mainland China, will close by the end of the year, marking the end of an era [1] - A large number of stores are expected to close by mid-2025, including 227 stores from Yonghui, 88 from Jiumaojiu Group, and 4 from Bubugao, indicating a rapid increase in closure rates in the supermarket and restaurant sectors [3] - Major retailers like Walmart, Yonghui, and Starbucks have also been part of the store closure trend over the past two years, raising questions about the diminishing appeal of shopping malls [5] Group 2: Changing Consumer Behavior - Shopping malls, once central to consumer spending due to their ability to provide a one-stop shopping experience, are losing relevance due to the rise of instant retail, which offers quick delivery of fresh produce and daily necessities [7] - New shopping channels, such as specialty snack stores and discount brand stores, are expanding rapidly, further constraining the survival space of traditional malls [9] - Consumers are becoming more rational in their spending, focusing on value for money, which clashes with the traditional mall model that often lacks differentiation [9][11] Group 3: Operational Challenges - Many malls rely on a brand consignment model, limiting their control over products, inventory, and pricing, making it difficult to adapt to market changes [11] - Aging infrastructure in many malls, combined with high rental costs and maintenance expenses, is creating significant financial pressure as long-term leases expire [13][15] - Baisheng faces a penalty of 11.7 million yuan for closing its store, while Yonghui incurs losses of 827 million yuan from lease compensation and asset write-offs, forcing them to close underperforming stores to mitigate losses [15] Group 4: Opportunities for Transformation - Despite the challenges, there are opportunities for malls to transform, as exemplified by Nanjing's Deji Plaza, which has successfully integrated unique brands and experiential elements to attract diverse consumers [17][19] - The key to overcoming the current crisis lies in adopting an "experiential and differentiated" approach, moving beyond traditional retail models [19] - The current wave of store closures is seen as a necessary industry cleansing process, shifting focus from expansion to improving operational efficiency [21][23]

Core Viewpoint - The Beijing traffic management authority predicts significant traffic pressure on October 11, a non-restricted workday, due to morning and evening peak hours, school and hospital traffic, and increased visitor numbers at parks and scenic spots during the autumn season [1][2][4][6]. Traffic Hotspot Predictions - During morning peak hours, major urban roads and bridge nodes will experience heavy traffic, particularly on October 11, with significant congestion expected from 7:00 to 9:00 AM [2]. - Evening peak hours will also see concentrated traffic on urban ring roads and major highways, especially from 5:30 to 8:00 PM on October 11 and subsequent days [4]. Autumn Tourism Impact - The onset of the autumn tourism season will lead to increased traffic around popular scenic spots such as Badaling and the Summer Palace, with significant congestion expected on highways leading out of the city [6]. School and Hospital Traffic - Areas around schools and hospitals, particularly in districts like Haidian and Chaoyang, will see short-term traffic congestion during morning peak hours, with recommendations for earlier departures or use of public transport [9][12]. Commercial District Traffic - Major shopping centers and entertainment districts, including Sanlitun and Wangfujing, are expected to experience high traffic volumes, with potential short-term vehicle queues at parking facilities [11]. Event-Related Traffic - Upcoming events in areas like Wukesong and the National Stadium will lead to temporary traffic congestion before and after the events, particularly from October 12 to 19 [14]. Travel and Safety Recommendations - Due to increased traffic and wet road conditions, drivers are advised to stay updated on real-time traffic information and consider using public transport during peak commuting times [15].

Group 1: Retail Trends - The retail industry is witnessing a transformation as physical stores adapt to the rise of online shopping by creating engaging shopping environments and diverse service offerings [1] - In the first seven months of this year, retail sales of physical stores above a certain threshold increased by 4.2% year-on-year [1] Group 2: Shopping Experience in Fuzhou - The Sand City Outlet in Fuzhou, which opened in December 2022, has a commercial area of approximately 230,000 square meters and offers significant discounts, attracting nearly 1 million members since its opening [2] - The outlet's sales increased by over 40% year-on-year, with foot traffic and vehicle traffic rising by over 30% [2][3] Group 3: Convenience Stores in Jinan - Convenience stores in Jinan are becoming essential for daily commuters, providing quick access to breakfast, daily necessities, and local specialties [4] - The average annual revenue per store in Jinan's convenience store sector reached over 3 million yuan, with over 120 stores established [5] - Jinan's social retail sales totaled 264.07 billion yuan in the first half of this year, reflecting a year-on-year growth of 4.4% [5] Group 4: Innovative Retail Spaces in Chengdu - The COSMO Chengdu mall has transformed from a traditional retail space to a trendy, youth-oriented venue featuring unique brand offerings and artistic displays [6] - The mall hosts over a hundred events annually, catering to the cultural and social needs of young consumers [7]