人气爆棚：烟火气与消费力双向奔赴 双核撑起城市热度 暮色四合，华灯初上，贵阳万象城的烟火气便已拉满。4至5楼的餐饮区里，多家门店已排起长队，店内 座无虚席，谈笑声与美食香气交织在一起。"平时休息时，我经常带家人来这里吃饭，需要早点来取 号，这里生意还是很好的。"正在吃饭的兰先生笑着说。 这份浸润在日常里的消费热情，在重大节庆时刻会进一步集中迸发。回顾2025年中秋、国庆"双节"期 间，区内重点监测的8家商场及2家总部连锁超市实现销售额2.99亿元，同比增长达17.8%；跨年夜当 晚，贵阳万象城、海豚广场迎来客流峰值，单日客流合计超50万人次，餐饮门店排号等位、零售店铺收 银台前的长龙，成为当晚常态，尽显南明商业的旺盛活力。 寒冬料峭，南明大地却暖意涌动、商机勃发。2025年，南明区火车站与花果园两大核心商圈强势发力， 累计接待客流突破1亿人次，销售额达50.15亿元，用实打实的人气与业绩，勾勒出区域消费升级的鲜活 图景。其中，贵阳万象城、方圆荟·海豚广场（下称海豚广场）双星闪耀，以领跑贵阳的客流规模，亮 眼的销售数据，成为激活城市消费活力、推动消费迭代升级的区域核心引擎。 首店聚势，动能倍增。从2024年新增 ...

上周逛上海比斯特的时候，我意外发现了一个很有意思的变化——设计师买手店BLOCK居然开到了这里，全场3折起还叠加满减活动。 在我过去的印象里，这类买手店以往大多扎根在城市核心商圈，很少涉足奥莱赛道。 品牌的风向，代表着市场的变化。这两年奥莱的热度确实肉眼可见地攀升。周末去任何一家热门奥莱，停车场都得排队，年轻人拿着奶茶在潮牌店外打 卡，家庭客群推着婴儿车穿梭在餐饮区和儿童乐园，完全不是过去印象里只有阿姨辈淘货的模样。 数据显示，2021-2025年，中国奥特莱斯行业总销售额从约1,260亿元攀升至2,480亿元，五年间几乎翻了一倍。更是在市场波动期，展现出了极强的抗周期 韧性。 在数据暴涨的背后，奥莱也正在发生肉眼可见的变化——变得更像购物中心，也更像消费者的周末休闲目的地。 奥莱正在"武力升级" 仔细看这两年的奥莱，最直观的改变是业态边界被不断打破，从过去的零售独大，变成了全业态融合的消费场景。 北京湾里奥莱与万象滨海购物村 | 来源：小红书@商业企划圈/@yue 放在几年前，去奥莱的目的很明确：买折扣服装、鞋包，逛完就走，全程几乎没有其他消费环节。而如今，"一站式"和"全业态"成为了奥莱的新方向。首 先是 ...

Core Viewpoint - Klépierre, a leading European shopping mall operator, has reported its total number of shares and voting rights as of December 31, 2025, highlighting its significant market presence and commitment to sustainable development [2][4]. Group 1: Company Overview - Klépierre is the European leader in shopping malls, focusing exclusively on continental Europe [4]. - The company's portfolio is valued at €20.6 billion as of June 30, 2025, comprising large shopping centers across more than 10 countries in continental Europe [4]. - Klépierre attracts over 700 million visitors annually to its shopping centers [4]. - The company is a French REIT (SIIC) listed on Euronext Paris and is included in the CAC Next 20 and EPRA Euro Zone Indexes [4]. - Klépierre is recognized in various ethical indexes, including CAC SBT 1.5, MSCI Europe ESG Leaders, and FTSE4Good, reflecting its commitment to sustainable development and climate change initiatives [4]. Group 2: Voting Rights and Shares - As of December 31, 2025, Klépierre has a total of 286,861,172 shares [2]. - The theoretical voting rights correspond to the total number of voting rights attached to all shares, which is also 286,861,172 [6]. - The number of exercisable voting rights is 286,360,353, accounting for shares deprived of voting rights [6].

Group 1 - The consumption market in Wuhan Economic Development Zone became lively during the New Year holiday, attracting many citizens to shop in the Chegu business district [1] - Wuhan Fushan Outlets welcomed 136,000 visitors and achieved sales of 24 million yuan during the three-day New Year holiday [3] - Various events such as the Huawei Star Wish Party and dance performances were held at Wuhan Wanda Plaza, drawing significant crowds and creating a festive atmosphere [4] Group 2 - The Business Bureau of Wuhan Economic Development Zone guided commercial complexes like Wuhan Fushan Outlets and Wuhan Wanda Plaza to host cultural and commercial activities, offering discounts and lottery draws to attract customers [6] - Wuhan Wanda Plaza reported sales exceeding 10 million yuan during the three-day holiday [7]

Core Viewpoint - Klépierre has acquired the Casamassima shopping center in the Bari metropolitan area of southern Italy, enhancing its retail portfolio in southern Europe [1][4]. Group 1: Acquisition Details - The financial terms of the transaction were not disclosed, and the acquisition was completed at the end of 2025 [1]. - Casamassima shopping center records an annual footfall of 7.5 million with a loyalty rate exceeding 90%, indicating its strong market position [1]. - The shopping center is part of a larger retail and leisure destination in the Apulia region, offering approximately 100,000 square meters of space [1]. Group 2: Tenant Base and Strategy - The tenant base includes major brands such as Spazio Conad, Leroy Merlin, Decathlon, MediaWorld, Sephora, Foot Locker, and Rituals, along with a flagship Zara store and the only Primark in the Apulia region [2]. - The acquisition supports Klépierre's business-to-business strategy, focusing on the growth of international category-focused retailers [2]. Group 3: Future Plans and Expectations - Several occupiers have committed to expanding their presence at the center, including the development of new flagship formats [3]. - Following the acquisition, Casamassima will be integrated into Klépierre's southern European portfolio, with a focus on operational initiatives such as lease reversion and retenanting [3][4]. - Klépierre expects the investment to yield a high single-digit cash return in its first year of ownership [4]. - As of June 30, 2025, Klépierre's shopping center portfolio was valued at €20.6 billion ($24 billion) [4].

Core Insights - Klépierre has announced the acquisition of the Casamassima shopping mall in Italy, which is a leading retail destination in the Bari metropolitan area with a population of 1.4 million and an annual footfall of 7.5 million [1][2] Group 1: Acquisition Details - The Casamassima mall features 100,000 sqm of retail and leisure space, including major brands such as Zara, Primark, and a 9-screen movie theater [2] - The acquisition aligns with Klépierre's Business-to-Business strategy, focusing on expanding the presence of international retailers and enhancing the retail mix [3] Group 2: Operational Enhancements - By integrating Casamassima into its portfolio, Klépierre aims to improve operational performance through reversion, retenanting, and introducing mall income, targeting a high single-digit cash return on investment in the first year [4] Group 3: Company Overview - Klépierre is the European leader in shopping malls, with a portfolio valued at €20.6 billion as of June 30, 2025, hosting over 700 million visitors annually across more than 10 countries in continental Europe [6] - The company is listed on Euronext Paris and included in various ethical indexes, reflecting its commitment to sustainable development and climate change initiatives [7]

Core Viewpoint - The Australian Retirement Trust (ART) is set to acquire a nearly 20% stake in Scentre Group's Westfield Sydney shopping mall for A$864 million (approximately $575.68 million) [1] Company Summary - The acquisition represents a significant investment by ART in a prominent retail asset, indicating confidence in the long-term value of the shopping center [1] - Scentre Group, the owner of Westfield, is enhancing its capital structure through this transaction, which may provide additional resources for future developments or debt reduction [1] Industry Summary - The investment highlights ongoing interest in prime retail properties, particularly in major urban centers like Sydney, amidst evolving consumer behaviors and market dynamics [1] - The transaction reflects broader trends in the real estate sector, where institutional investors are increasingly targeting high-quality assets to secure stable returns [1]

Core Insights - The campaign "Step into Thainess – Shop like a Thai" aims to enhance tourism and position MBK Center as a Cultural Shopping Destination by integrating Thailand's culture with shopping experiences [1][2] - The initiative targets all generations, emphasizing the warmth and friendliness of Thai shopping, alongside cultural events that create lasting impressions [1][2] Campaign Details - The campaign video showcases tourists' experiences and highlights the unique aspect of bargaining in Thai culture, which travelers appreciate [2] - Elements like 'Khon Dance' and 'Muay Thai Fight Night' are incorporated to provide a memorable experience and promote Thailand's soft power [2][8][9] Tourist Insights - MBK Center has received accolades such as the Travelers' Choice Awards 2025 and Trusted Thailand certification, affirming its status as a must-visit destination in Bangkok [3] - The shopping preferences of tourists vary by region, with Europeans favoring souvenirs, Asians enjoying haggling, and Middle Eastern tourists appreciating the variety of products [7] Shopping Experience - MBK Center offers a diverse range of products, from fashion to IT, and includes trendy Thai souvenirs [4] - Health and beauty clinics, supermarkets, lifestyle shops, and various restaurants are available, enhancing the shopping experience [5][6] Cultural Activities - Free performances of Khon dance are held monthly, showcasing traditional Thai culture [8] - Muay Thai Fight Nights are popular events that attract both locals and tourists, held twice a month [9]

Core Viewpoint - The article highlights the contrasting fortunes of commercial establishments in Haikou, with some thriving while others, like Shengsheng International, face significant decline and operational challenges [1][3][4]. Group 1: Current Situation of Shengsheng International - Shengsheng International, once a leading luxury shopping destination, has seen a drastic decline in customer traffic and store occupancy, with many shops closed and a noticeable lack of visitors [4][10][13]. - The shopping center has undergone a name change to "Shengsheng International," but this has not improved its fortunes, as evidenced by the empty parking lots and deserted storefronts [7][8]. - Inside the mall, the atmosphere is described as uninviting, with dust and mildew present, and most high-end brands have vacated, leaving behind discount clothing and a few struggling businesses [10][15][22]. Group 2: Historical Context and Financial Struggles - Shengsheng International was established in 2015 with an investment of over 800 million RMB, aiming to capitalize on high-end consumer demand, but has since faced financial difficulties due to economic slowdowns and competition from e-commerce [64][73]. - The company accumulated significant debt, with reports indicating liabilities of 6.7 billion RMB, leading to bankruptcy risks and multiple failed attempts to auction the property, which has seen its value drop significantly [76][79][85]. - Despite attempts to pivot towards entertainment and nightlife to attract customers, the mall's identity remains confused, failing to retain its previous high-end clientele while not successfully attracting a new demographic [87][93][100]. Group 3: Market Dynamics and Future Outlook - The article suggests that the current market conditions are unfavorable for investment in commercial properties like Shengsheng International, particularly given its location and the surrounding economic environment [85][88]. - The mixed-use strategy adopted by Shengsheng International, which includes various entertainment and dining options, lacks coherence and fails to appeal to both former high-end customers and younger audiences seeking a clear brand identity [89][95][98]. - The overall sentiment indicates that without a clear operational strategy and effective management, the future of Shengsheng International remains bleak, with little hope for revitalization in the current market landscape [100].

Core Points - Klépierre is a leading European shopping mall operator, focusing exclusively on continental Europe, with a portfolio valued at €20.6 billion as of June 30, 2025 [3] - The company operates large shopping centers across more than 10 countries in continental Europe, attracting over 700 million visitors annually [3] - Klépierre is listed on Euronext Paris and is included in various indexes, including CAC Next 20 and EPRA Euro Zone, as well as ethical indexes like MSCI Europe ESG Leaders and FTSE4Good, highlighting its commitment to sustainable development [3] Share and Voting Rights Information - As of November 30, 2025, Klépierre has a total of 286,861,172 shares and 286,861,172 theoretical voting rights [2] - The number of exercisable voting rights is 286,342,025, accounting for shares that are deprived of voting rights [2][5] - Klépierre owns 519,147 of its own shares as of the same date [5]