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国光连锁上半年净利润正增长 后续将多举措提升盈利能力
Zheng Quan Ri Bao Zhi Sheng· 2025-08-26 06:36
本报记者 曹琦 8月26日,江西国光商业连锁股份有限公司(以下简称"国光连锁")披露2025年半年报,报告期内公司 实现营业收入14.48亿元,同比增长6.50%;归属上市公司股东的净利润1989.79万元,同比增长4.15%; 扣除股份支付影响后的净利润2369.31万元,同比增长19.36%。 消费需求持续释放 上半年由于市场销售逐季加快,以旧换新商品销售良好,服务消费需求持续释放,线上线下零售深度融 合,百货超市行业实现了较好的发展。 数据显示,上半年社会消费品零售总额245458亿元,同比增长5.0%,增速比第一季度加快0.4个百分 点。分季度看,第二季度社会消费品零售总额增长5.4%,增速比第一季度加快0.8个百分点,自2024年 第三季度以来季度增速持续回升。 "由于各地扩大补贴范围、简化流程、优化服务,扎实推进消费品以旧换新政策实施,效果不断显现。 上半年,我国居民品质化生活需求上升,升级类商品销售和服务消费较快增长。"福建华策品牌定位咨 询创始人詹军豪表示,"加上县域商业设施换新升级不断推进,农村电商快速发展,县乡市场消费活力 持续增强,拉动县乡市场消费。" 资料显示,国光连锁自设立以来主要从 ...
商场年轻化要找准需求
Jing Ji Ri Bao· 2025-08-23 22:13
从"周末去百货商场"到"Z世代去哪儿",当前一批传统商业百货探索"年轻化",推动老旧商业空间转 型,打造新业态,为消费者提供新的休闲方式。这些吸引年轻消费群体的努力背后,既有老商业地标生 存发展的压力,也反映出新生代消费习惯的变化。 商场年轻化转型更要注重观念转变。传统百货商场的动线规划强调"逛得完",面向年轻人则更需让他 们"停得下"。因此,要转换经营思维,精准聚焦年轻人群需求,打造线上无法代替的差异化优势,用体 验、情绪、社交作为商业突破口,做优服务、做精产品,吸引年轻人走进商场。 (文章来源:经济日报) 商场年轻化改造是应对消费者结构变化、捕捉消费新需求的必然选择。曾经,百货商场的消费主力是中 年群体,现如今,线上线下的主要客群更多是中青年,他们对场景创新、体验感和满足感的要求在不断 提高。因此,商场需借助数据分析,调研潜在客群,找准特色定位,推进商业空间年轻化转型,让业态 组合更契合目标客群需求。 商场年轻化改造要重点解决"为何而来"。线上购物已让"买得到"轻松实现,线下商业体既要让商品与服 务触手可及,又要注重提供情绪出口与社交属性,成为承载情感、创造体验、连接社群的"城市细胞"。 应引入独特的品牌 ...
空中花园激活露台经济,双安商场焕新升级
Sou Hu Cai Jing· 2025-08-10 13:38
Core Viewpoint - The "terrace economy" trend is gaining momentum in Beijing's commercial market, with various malls, restaurants, and bars utilizing rooftop and terrace spaces to create unique consumer experiences [1] Group 1: Renovation and Upgrades - The renovation of Shuang'an Mall involved a significant transformation, with 70% of the operational area being updated and 40% of the new brands introduced focusing on dining and social functions [4] - The mall's exterior was modernized by replacing old ceramic tiles with a combination of glass curtain walls and ceramic panels, enhancing transparency [3][4] - The rooftop was transformed into the "Sky Garden," a 1,600 square meter space featuring food trucks, markets, and relaxation areas among greenery [5][4] Group 2: Dining and Social Experience - The fifth floor of the mall has been revamped to include over ten dining brands, replacing the previous home goods focus, with options like Sichuan cuisine, Japanese food, Western dishes, and barbecue [4] - The dining area includes scenic spots for customers to enjoy views while dining, contributing to a more relaxed social atmosphere [4][7] - The mall aims to provide a "relaxed social" environment, with plans for future cultural and community events to enhance emotional connections among customers and residents [7] Group 3: Future Developments - Shuang'an Mall is set to begin renovations on its parking structure in September to improve accessibility and convenience for driving customers [9]
双安商场焕新 老百货改造的“商业密码”
Bei Jing Shang Bao· 2025-08-10 06:50
Core Viewpoint - The transformation of traditional department stores in Beijing, such as the recent renovation of Shuang'an Shopping Mall, emphasizes a shift from mere product display to creating immersive experiences that blend historical elements with modern consumer demands [1][10][11] Group 1: Renovation Trends - The renovation of Shuang'an Shopping Mall involved a 70% transformation of its commercial space, moving away from outdated designs to a more transparent and engaging environment [3][4] - The new design includes a rooftop garden and a dining area with views of the city, aimed at enhancing social interactions and community engagement [3][4] - Other department stores in Beijing are also adopting similar "space innovation" strategies, focusing on experiential retail rather than just selling products [4][5] Group 2: Brand and Consumer Engagement - Shuang'an Shopping Mall has upgraded 170 brand counters, with 40% being new brands, focusing on local and trending offerings to attract consumers [7][8] - The mall has shifted from traditional retail to immersive experiences, incorporating pop-up events and unique dining options to increase foot traffic by 30% [7][8] - The strategy includes creating a social space that fosters community connections and emotional engagement with consumers [4][8] Group 3: Future Developments - The Ministry of Commerce has issued guidelines promoting scenario-based renovations for retail spaces, encouraging unique designs tailored to local characteristics [5] - Upcoming projects in Beijing, such as the renovation of Yansha Friendship Mall, aim to integrate diverse cultural elements and enhance service offerings [5][6] - The focus is on transforming traditional retail into lifestyle experience centers, catering to evolving consumer preferences [5][6] Group 4: Balancing Tradition and Innovation - The renovation of old department stores must balance preserving historical elements with introducing innovative services and experiences [10][11] - Suggestions include maintaining iconic architectural features while incorporating modern technology and design to attract younger consumers [11] - The goal is to create spaces that serve as community hubs, enhancing emotional connections and sustainable engagement with consumers [11][12]
挖掘露台经济,双安商场改造新增空中花园
Xin Jing Bao· 2025-08-09 07:24
Core Viewpoint - The "terrace economy" trend in Beijing's commercial market has gained momentum this summer, with various malls, restaurants, and bars utilizing rooftop and terrace spaces to create unique consumer experiences [1][2]. Group 1: Renovation and Design - The renovation of Shuang'an Mall involved updates to 70% of its operational area, with 40% of the new brands introduced focusing on enhancing dining and social functions [2][4]. - The mall's exterior was redesigned from outdated small tiles to a combination of glass curtain walls and ceramic panels, significantly improving transparency [2][3]. - The rooftop was transformed into a 1,600 square meter "Sky Garden," featuring food trucks, markets, and relaxation areas among greenery [1][2]. Group 2: Customer Experience and Offerings - The fifth floor, previously dedicated to home goods, has been replaced by over ten dining establishments, including Sichuan, Japanese, Western, and barbecue cuisines, with scenic dining spots available [2][3]. - The mall has created a new VIP experience space called "U悦堂," which includes a member reception center, VIP room, multifunctional activity hall, and mother-baby room, enhancing customer service [4]. - Future plans include the introduction of community cultural activities and events to foster emotional connections among customers and residents [3][4].
利福中国发布中期业绩 股东应占亏损373万元 同比盈转亏
Zhi Tong Cai Jing· 2025-08-08 11:20
Core Viewpoint - Li & Fung China (02136) reported a decline in revenue and a shift from profit to loss for the six months ending June 30, 2025, primarily due to decreased sales from licensed counters and rental income from malls [1] Financial Performance - Revenue for the period was 618 million RMB, representing a year-on-year decrease of 4.16% [1] - The company recorded a shareholder loss of 3.73 million RMB, compared to a profit of 41.67 million RMB in the same period last year [1] - Basic loss per share was 0.003 RMB [1] Sales Performance - The decline in revenue was attributed to a drop in sales from licensed counters and rental income from malls [1] - Overall sales revenue decreased by 0.4%, despite growth in sales from the Shanghai Jiuguang Center and Shanghai Jiuguang [1] - The Suzhou Jiuguang store experienced a significant decline in sales, with a drop of approximately 13.5% [1] - The impact of the cessation of operations of the "Fresh Goods Pavilion" since March of the previous year also contributed to the revenue decline [1]
太平洋徐汇店变身新六百YOUNG 徐家汇商圈将以蝶形功能结构规划新面貌亮相
Jie Fang Ri Bao· 2025-07-19 01:53
Core Insights - The new Six Hundred YOUNG project aims to rejuvenate the former Pacific Department Store site in the Xujiahui commercial area, focusing on a family-oriented interactive consumption experience with the theme "Grow Young Together" [1][5] - The project is set to open for trial operations in the first quarter of next year [2] - The Xujiahui commercial area has evolved significantly since the 1990s, transitioning from a department store-centric model to a more diverse shopping center ecosystem [3][4] Group 1: Project Overview - New Six Hundred YOUNG will feature four main segments: urban playground, co-creation lifestyle space, urban social space, and young sports area, targeting family interactions [1][5] - The total building area of the new project is approximately 32,000 square meters, with a design that includes a nine-level spatial gradient layout and a three-story high glass curtain wall [5] - The project will connect with major commercial nodes through an aerial corridor and subway access, creating a "transportation + consumption + social" integrated lifestyle loop [5] Group 2: Historical Context - The Xujiahui commercial area emerged in the 1990s, with the Pacific Department Store being a key player in introducing dining, leisure, and entertainment into department stores, setting a trend in the industry [3] - The Pacific Department Store in Xujiahui operated for 30 years before closing on August 31, 2023, due to the shift in consumer preferences towards shopping centers and the impact of e-commerce [4] Group 3: Urban Renewal and Future Plans - The Shanghai Six Hundred urban renewal project will undergo a complete demolition and reconstruction starting February 19, 2024, transitioning into a comprehensive boutique shopping center [6] - The urban renewal plan for the Xujiahui area includes a "butterfly" functional structure with diverse themes, aiming to enhance the commercial ecosystem and attract younger consumers [7]
杭州商业体格局将迎来再次变革
Mei Ri Shang Bao· 2025-07-14 23:34
Core Viewpoint - The announcement by Baida Group regarding the leasing of its properties to Hang Lung Properties marks a significant shift in the competitive landscape of the Wulin business district and the broader Hangzhou market [1][2][3] Group 1: Company Developments - Baida Group plans to lease approximately 42,000 square meters of its properties, currently known as Wulin Yintai B and C Halls, to Hang Lung Properties for a term of 20 years starting from April 1, 2028 [1][3] - The annual rent for the leased properties is set at 150 million RMB, with a rental increase of 4.5% every three years [3][4] - This partnership signifies a transition from competition to collaboration between Baida Group and Hang Lung Properties, as both companies aim to enhance their market presence [3][4] Group 2: Market Implications - The leasing agreement is expected to intensify competition in the Wulin business district, especially with the upcoming opening of Hang Lung Plaza, which is projected to have a retail occupancy rate of around 70% [4][6] - The future of Wulin Yintai B and C Halls' tenants remains uncertain as the management agreement with Yintai will expire in February 2028, raising questions about tenant arrangements post-lease [7][8] - The overall commercial landscape in Hangzhou is anticipated to see significant changes, with an estimated 1.28 million square meters of new commercial space expected to open by 2025 [9][10] Group 3: Competitive Landscape - The entry of Hang Lung Plaza, alongside the existing competition from high-end retailers like Hangzhou Tower, indicates a new phase in the luxury retail sector in Hangzhou [5][6] - The collaboration between Baida Group and Hang Lung Properties is seen as a catalyst for further innovations and changes in the commercial sector, as businesses adapt to the evolving market dynamics [9][10] - The competitive environment is characterized by a mix of new openings and closures, with some malls struggling to maintain viability amid increasing competition [9][10]
北京双安商场改造亮相!186个品牌大换血!有了餐饮和空中花园
Bei Jing Shang Bao· 2025-05-22 13:18
Core Viewpoint - The renovation of Shuang'an Shopping Mall has transformed its brand composition by reducing retail space and introducing more dining, fitness, and lifestyle service options, aiming to enhance the shopping experience and attract more consumers [2][4][10]. Brand Composition - The renovated Shuang'an Shopping Mall has decreased the proportion of retail brands and added 186 new brands, including dining options like "He Wei Chuan" and "Xing Yun Seafood," as well as fitness and lifestyle brands [4][6]. - The mall features a new sky garden on the 6th floor for consumer relaxation and has introduced various lifestyle and experiential brands on the 3rd and 5th floors [4][6]. Consumer Traffic - There has been an increase in foot traffic during weekdays compared to before the renovation, with many consumers dining in the food court [6]. Renovation Strategy - The renovation began in October 2024, focusing on a phased approach to transform the mall into a quality community shopping center serving the surrounding 5-kilometer area [8][10]. - The mall's history dates back to 1994, originally serving as a high-end department store in the Haidian District of Beijing [8]. Market Context - Traditional department stores, including Shuang'an, face challenges from changing consumer demands and increased competition, prompting many to undergo renovations [10]. - Nearby projects like Zhongguancun Grand City and New Zhongguan Shopping Center are intensifying competition, offering diverse brands and experiences to attract consumers [11][13]. Strategic Recommendations - Experts suggest that Shuang'an Shopping Mall should focus on enhancing shopping experiences and diversifying consumer engagement to retain its customer base while competing effectively in the market [13]. - The mall's management emphasizes that the renovation is an ongoing process, with plans for further adjustments, including a supermarket section by the end of 2025 [13].
高端百货商场天花板SKP,也要被卖了
凤凰网财经· 2025-04-05 13:51
作者丨 张雪 来源丨 投中网 高端百货商场天花板的 SKP ,也要被卖了。 据悉,北京华联集团投资控股有限公司正在洽谈将其运营和开发的 SKP 出售给博裕资本。知情人 士称,双方已就 SKP 的管理和运营业务接近达成协议,该业务整体价值在 40 亿至 50 亿美元之 间。不过,就相关商场物业的归属还在讨论中。 对此,投中网向博裕资本进行求证,相关人员表示不予置评。 某种程度上, SKP 的出售也成为了中国奢侈品市场日渐衰落的一个缩影。 数据显示, 2024 年中国内地高端消费市场规模同比下滑 2% 至 1.63 万亿元,其中个人奢侈品市 场销售额预计下降 18%-20% 。 01 SKP,中国高端商场的代名词 有业内人士透露, 2024 年,北京 SKP 销售额或下跌 17% 至 220 亿元左右,较 2023 年的 265 亿元下滑约 45 亿元。与此同时,据赢商网消息,南京德基广场 2024 年全年销售额达到 245 亿元,问鼎了中国乃至世界高端商业销售额第一。 这样短暂的跌落神坛,不知道 SKP 内部会如何严阵以待。 不止北京,在西安、成都、武汉,还有杭州, SKP 的选址始终聚焦于城市的核心区域、高端 ...