1月7日，东百集团（600693）官微发布2026年元旦跨年档(2025年12月31日—2026年1月3日)经营数据， 在消费市场加速回暖的背景下，东百集团依托高品质运营策略，核心经营指标实现显著增长。 数据显示，跨年档期间，东百集团全体系累计客流达395万人次，同比增长40%；档期内实现销售额2.1 亿元。值得注意的是，在存量竞争加剧的市场环境下，会员经济表现稳健，档期内新增会员1.1万人， 会员销售额达8900万元，同比增长9.04%，显示出较强的客户吸引力与用户黏性。 分项目来看，位于福州大本营的东百中心与西北区域的兰州中心均表现出强劲的头部效应。 在县域商业方面，福安东百城进一步打开了"下沉市场"的消费潜力。通过引入非遗火壶等体验式场景， 福安东百城跨年夜客流刷新历史纪录，销售额同比增长24.7%，并助推10家品牌斩获福安市销冠。 此外，东百元洪城与东百城永嘉天地分别通过粉丝社群运营(如"Fly to2026五月天粉丝跨年狂欢夜"活动) 和沉浸式社交场景(如飘雪音乐派对)，实现了客流与销售的双增长。其中，永嘉天地销售额同比增长 26.9%。东百仓山店则通过举办"以梦为马"主题跨年音乐节，以原创IP开发 ...

证券日报网12月30日讯 ，王府井（600859）在接受调研者提问时表示，湾里王府井WellTown位于北京 通州文化旅游区、紧邻环球影城。该项目定位为"文商旅融合"的商业娱乐综合体，以"奥莱+"模式突破 传统，体验业态占比达到40%以上，项目旨在填补区域商业空白，打造北京城市副中心集购物、娱乐、 文化于一体的消费新地标。试营业期间累计客流量突破40万人次，销售表现超预期。 ...

大象新闻记者 周兰 12月28日，胖东来官方微信公号"新乡胖东来大胖"发布公告，宣布胖东来三胖店营业时间将做调整。公 告显示，从12月29日起，商场整体营业时间调整为周日至周四9:30～21:00，周五至周六为9:30～ 21:30。值得注意的是，胖东来长期以来实行"周二闭店"制度，而此次公告却表示，三胖周二正常营 业。 据悉，新乡胖东来三胖店于12月23日开业，开业首日，销售额突破千万元，达1011.5万元，在各门店中 位居第一。截至12月27日，该门店销售额已突破5千万元，达5347.3万元。此外，新乡胖东来三胖店开 业当天，胖东来创始人于东来在现场表示，胖东来郑州店预计明年"五一"期间开业。 ...

现在周末去市中心的那些高档商场，人好像越来越少了？以前在太平洋百货徐汇店排队等电梯的盛况，早就不见了。就连北京SKP，这个曾经全球销售额第 一的"店王"，今年也卖掉了部分股权。上海梅龙镇伊势丹，经营了30年的地标，也没能躲过关门的命运。走进去，常常感觉空空荡荡，奢侈品柜姐的月薪， 传说中能从四万跌到四千。 但另一边，景象却截然不同。一到周末，城郊的奥特莱斯就人山人海，运动品牌店门口挤得像春运。上海青浦的百联奥特莱斯，2023年销售额冲到了61.7亿 元，成了亚洲第一。线上也同样热闹，拼多多上，一件和商场同款的卫衣，工厂店卖89元，商场里却要399元，差价全是中间环节的水分。这可不是消费消 失了，而是消费发生了大迁徙。 数据显示，2023年全国奥特莱斯业态销售额约2300亿元，增长了9.5%，是增长最快的零售业态。而同期，恒隆、SKP、太古里这些高端商场的销售额却在下 跌。 这背后，是一场深刻的消费观念革命。中产们不再轻易为"高端"、"轻奢"这些营销话术买单了。他们开始算一笔很现实的账：这件商品本身到底值多少钱？ 我的房贷压力还在，收入预期也不像以前那么乐观，为什么还要为商场里高昂的租金和品牌溢价付费？ 一位在 ...

Core Insights - The article highlights the launch of the "Brilliant 123! Year-End Carnival" by the First Yabaibian, starting from December 20, 2025, featuring five themed days and a 19-hour New Year's Eve celebration [3][4][5] Group 1: Event Overview - The carnival aims to stimulate consumer enthusiasm and market vitality, aligning with the Bailian Group's "New Year Shopping Season" initiative [4] - This year marks the 30th anniversary of the First Yabaibian, and the carnival is entering its 23rd year, featuring a blend of shopping, culture, and interactive experiences [4][5] - The event includes a variety of activities such as product launches, exclusive brand events, and a special birthday celebration on December 20 [4][5] Group 2: Promotions and Discounts - Over 400 brands will participate, offering significant discounts, with some items available at up to 50% off [5][6] - Specific promotional activities include a "buy more, get more" offer, where consumers can receive vouchers based on their total spending across various product categories [9] - Notable brands like COACH and BOSS will offer discounts starting from 50% and 70% respectively, with additional promotions on jewelry and sportswear [9][10] Group 3: Special Activities and Collaborations - The event will feature a collaboration with Dongfang TV for a New Year's Eve gala, including a transparent live broadcast and a nearly 5-hour music concert by the Shanghai Light Music Troupe [12] - Interactive elements such as a "Brilliant Star Card" collection game will be available, allowing customers to win prizes [14] - The First Yabaibian will also introduce new AI products and smart home devices during the carnival [10]

Core Viewpoint - The actual controllers of Guoguang Chain, Hu Jingen and Hu Chunxiang, significantly reduced their holdings amid a sharp rise in the company's stock price, raising concerns about potential insider trading and market speculation [6][8]. Summary by Sections Shareholding Reduction - Hu Jingen reduced his holdings by a total of 12.506 million shares, amounting to 251 million yuan, while Hu Chunxiang sold 2.506 million shares for 46.0236 million yuan, totaling 297 million yuan in cashing out [1][2][3]. Financial Performance - Guoguang Chain's revenue has stagnated between 2 billion and 3 billion yuan since 2016, with net profit declining for five consecutive years since 2020 [1][9]. - In 2024, the company reported a revenue of 2.688 billion yuan, with a net profit of only 2.6702 million yuan, marking a significant drop from previous years [9][10]. - For the first three quarters of 2025, the company achieved a revenue of 2.134 billion yuan, a year-on-year increase of 4.22%, and a net profit of 11.4856 million yuan, up 40.36% [10]. Store Count Decline - The number of stores decreased from 69 at the end of 2021 to 41 by mid-2025, representing a net reduction of 28 stores, or a 41% decline [1][14][15]. - The company plans to enhance performance by focusing on supply chain reforms and implementing a "single product king" strategy to improve operational efficiency [15]. Stock Price Fluctuations - Guoguang Chain's stock price surged approximately 116% over four months, raising concerns about irrational speculation [6][8]. - The company has issued multiple announcements regarding abnormal stock price fluctuations, indicating a significant deviation from industry averages [6][8].

警方表示，起火点位于一栋两层建筑内，该建筑内有不动产公司等机构。目前火势已延烧至相邻建 筑。 报道指出，消防部门已出动超10辆消防车进行灭火作业，灭火活动仍在进行中。 据报道，目前暂无人员伤亡报告。受火灾影响，现场附近的百货商场等商业设施已临时停业。 微信编辑 | 小羊 第 一 财 经 持 续 追 踪 财 经 热 点 。 若 您 掌 握 公 司 动 态 、 行 业 趋 势 、 金 融 事 件 等 有 价 值 的 线 索 ， 欢 迎 提 供 。 专 用 邮 箱 ： bianjibu@yicai.com 2025.12. 02 来源 | 中国新闻网 封图 | 日本广播协会(NHK)报道截图 综合日媒报道，当地时间2日下午，日本北海道函馆市中心附近商业街发生火灾。截至目前，火势仍 在蔓延。 （注：我们会对线索进行核实。您的隐私将严格保密。） 推荐阅读 万科突发公告，一笔境内债将寻求展期 ...

Core Insights - The article highlights a shift in consumer behavior among the "post-00s" generation, moving from online shopping to offline experiences, with a focus on innovative shopping environments and cultural integration [1][2] Group 1: Market Trends - A survey by the China National Department Store Association indicates that 66% of surveyed companies plan to increase renovation and upgrade activities in 2024 [2] - Traditional department stores are evolving to attract younger consumers by enhancing "IP density" and creating new business formats centered around the "two-dimensional economy" [3] - The sales and foot traffic of the Wangfujing Joy Shopping Center have significantly increased since its renovation, becoming a trendy destination for Gen Z consumers [2][3] Group 2: Consumer Experience - Consumers are increasingly prioritizing experiential shopping over mere product acquisition, with 64% of consumers valuing spiritual consumption, particularly among younger demographics [5] - Shopping centers are transforming from mere retail spaces to urban lifestyle hubs that integrate social, cultural, and consumption experiences [6] - Innovative service offerings, such as multilingual support and convenient payment options, are becoming essential for attracting and retaining customers [7] Group 3: Challenges and Strategies - Many shopping centers face challenges in maintaining competitive advantages post-renovation, with a need to convert transient foot traffic into loyal customers [9] - Some centers struggle with unclear positioning and excessive similarity to competitors, leading to potential market saturation [10] - High renovation costs and slow returns on investment are significant challenges for many shopping centers, necessitating innovative approaches to cost management and revenue generation [10] Group 4: Future Directions - The use of artificial intelligence and data analytics is recommended to enhance marketing precision and operational efficiency in retail environments [11] - The government is expected to support urban commercial facility upgrades through financial tools and guidance, promoting long-term improvements in the retail sector [11]

Core Insights - The article highlights a shift in consumer behavior among the "post-00s" generation, moving from online shopping to offline experiences, with a focus on innovative shopping environments and cultural engagement [1][2]. Group 1: Transformation of Traditional Malls - Many traditional department stores are enhancing their appeal by increasing "IP density" and creating "two-dimensional" business formats to attract young consumers back to malls [3]. - The Wangfujing Joy Shopping Center has successfully transformed its space into a "two-dimensional theme district," resulting in significant increases in sales and foot traffic [2]. - The Chinese government has initiated urban renewal actions aimed at upgrading commercial pedestrian streets and old shopping districts, enhancing public space quality and diversifying commercial offerings [3]. Group 2: Consumer Experience and Engagement - Malls are focusing on providing upgraded experiences, such as unique merchandise and immersive environments, to attract consumers [4]. - The正佳广场 in Guangzhou exemplifies this trend by creating a mini-city experience that combines social, cultural, and shopping elements, enhancing the overall consumer experience [5]. - Enhanced service offerings, such as multilingual support and convenient payment options, are being implemented to create a more welcoming environment for both local and international consumers [6]. Group 3: Challenges and Sustainability - Despite increased foot traffic post-renovation, malls face challenges in maintaining competitive advantages and achieving sustainable profitability [8]. - Some malls struggle with unclear positioning and excessive similarity in offerings, leading to potential market saturation and eventual decline [8]. - The Ministry of Commerce is working to provide long-term support for urban commercial transformation through financial tools and guidance for optimizing commercial facilities [8].

Group 1 - Wangfujing commercial area is organizing a series of "Chongyang Ankang Li" themed activities ahead of the Chongyang Festival, featuring various brands and events [1] - The Yintai in88 mall will host a Peking opera concert on the day of the festival, while the Gongmei Building will showcase traditional crafts and modern aesthetics through cultural activities [1] - The core concept of the activities is a modern interpretation of traditional festivals, emphasizing the pursuit of quality of life and spiritual joy [1] Group 2 - Health service projects are being introduced in the Wangfujing commercial area, including free health checks for the elderly by Tongrentang Hospital on the festival day [1] - Various malls in the Wangfujing area are launching Chongyang-themed promotional activities, creating a synergistic effect within the commercial district [1] - Future plans for the Wangfujing area include deepening the commercial linkage mechanism and organizing more cultural and tourism integration activities around traditional festivals [2]