以下文章来源于财经三分钟 ，作者杨瑞 作者：杨瑞 来源：财经三分钟 新疆的烈日下，71岁的王健林穿着深色夹克衫走在街头。 很多人恍惚觉得，那个喊着"先赚一个亿"的商业教父，好像和小区里遛弯的老爷子没什么不同。 但镜头拉远些就会发现，他脚下的土地早被打上了万达的烙印。 财经三分钟 . 4 亿中产财经资讯平台，专注深度财经商业报道。由财经媒体人杨瑞团队执笔，出品《广州租售同 权》、《北京学区房多校划片》、《国家抢占人工智能制高点》等多篇千万级刷屏文章。 从2015年乌鲁木齐德汇万达广场开业时的万人空巷，到喀什项目奠基时铲起的第一捧土，再到 2028年将亮相的和田综合体，这位老人在新疆埋下的商业伏笔，比他鬓角的白发还要密。 当沿海市场厮杀成红海时，西北大地的每一块待开发的土地，都是穿越周期的船票。 ------------------------------- 那些嘲讽"万达不行了"的人或许忘了，能从首富位置上跌落又爬起来的人，膝盖骨比大多数人的 脊梁骨还硬 。 新疆的风沙吹了千年，吹不倒胡杨，自然也吹不散真正想扎根的野心。 01 71岁王健林现身新疆， 所为何事？ 有网友偶然捕捉到王健林的身影，照片中的他，身着简 ...

南方财经全媒体记者 孙诗卉 值得注意的是，交易完成后，项目运营团队不会改变，英格卡将继续保留项目运营权。业内认为，这 种"资产所有权与运营权分离"的模式，一方面确保了专业运营团队继续管理项目，另一方面又满足了保 险资金对购入"现金流奶牛"的需求。据悉，这三座荟聚项目运营均已超过十年，能为低利率环境下面临 利差损风险的险资提供稳定的现金流是其受到险资青睐的一大原因。 龙格认为，以泰康人寿为首的险资财团，斥巨资收购此类成熟的大型购物中心，反映了险资对稳定收益 和高回报资产的需求，通过收购成熟物业并计划REITs上市退出，可以实现资产增值和长期资金保值。 北京南五环，亚洲最大单体购物中心之一北京荟聚，创下7050个停车位的吉尼斯世界纪录、年客流量超 3000万人次的喧嚣背后，一场涉及巨额资金和战略调整的交易悄然落定。 八月中旬，多方信源披露，英格卡集团（IngkaGroup，总部位于瑞典，旗下业务涵盖宜家零售、英格卡 购物中心及英格卡投资三大核心板块）计划出售其在中国内地运营的十座荟聚购物中心，首批出售无 锡、北京和武汉的三座荟聚购物中心，交易总估值达160亿元人民币。以泰康人寿为首的险资财团成为 接盘方，这支总规 ...

近日，大连万达集团董事长王健林在新疆现身。 据克拉玛依市融媒体中心报道，8月20日—21日，王健林在克拉玛依考察招商引资、文旅发展等工作。 另据天眼查在3月发布的信息，徐州万达广场有限公司发生工商变更，大连万达商业管理集团股份有限公 司退出股东，新增广东横琴粤澳深度合作区宽和商业管理有限公司为全资股东，同时法定代表人等发生变 更。徐州万达广场有限公司成立于2011年，经营范围包含企业管理服务、房屋出租、物业管理。 公开资料显示，万达集团近两年已先后出售多个万达广场，新华保险、阳光保险、大家人寿等险资成为主 要"买手"。 综合自：第一财经、澎湃新闻 王健林表示，"克拉玛依就像是新疆的一颗明珠，超出预期，这里的旅游资源丰富，独山子大峡谷、世界 魔鬼城景区在中国乃至世界都是独有的。资源禀赋是很好的，就是需要怎么进一步提升，我去看了独库公 路，一年有150万辆车经过，怎么样使这种资源能够提升更大化，总体来看，克拉玛依的旅游资源还可 以，但是项目本身的规划设计、运营程度，可能有些地方跟先进地区相比可能还是有需要提高的地方。我 们也正在探讨和克拉玛依合作的可能性，我们是有兴趣，我们这几方一起合作，全面提升克拉玛依，无论 ...

王健林表示，"克拉玛依就像是新疆的一颗明珠，超出预期，这里的旅游资源丰富，独山子大峡谷、世 界魔鬼城景区在中国乃至世界都是独有的。资源禀赋是很好的，就是需要怎么进一步提升，我去看了独 库公路，一年有150万辆车经过，怎么样使这种资源能够提升更大化，总体来看，克拉玛依的旅游资源 还可以，但是项目本身的规划设计、运营程度，可能有些地方跟先进地区相比可能还是有需要提高的地 方。我们也正在探讨和克拉玛依合作的可能性，我们是有兴趣，我们这几方一起合作，全面提升克拉玛 依，无论是城市的发展，还是老百姓幸福指数，肯定是对克拉玛依有巨大帮助的。" 智通财经记者 李晓青 近日，大连万达集团董事长王健林在新疆现身。 据克拉玛依市融媒体中心报道，8月20日-21日，王健林在克拉玛依考察招商引资、文旅发展等工作。 王健林在克拉玛依考察 自从大连万达集团陷入资金紧张危机之后，王健林也鲜少在公众面前现身。 为了缓解资金紧张，王健林也采取了多种措施。 出售资产方面，5月21日，国家市场监督管理总局批准了由太盟、高和丰德、腾讯、京东潘达、阳光人 寿等机构组成的联合体对大连万达商管旗下48家目标公司的收购案，涉及全国39个城市的48座万达广 ...

Core Insights - The opening of Hema's first store in Zibo marks the successful expansion into Shandong's seventh city, highlighting the role of "first store economy" in stimulating regional consumption [1] - The collaboration between Hema and Zhuhai Wanda Commercial Management Group demonstrates the replicability of their commercial resource integration and consumption upgrade strategies [1][2] Group 1: Market Position and Strategy - Zhuhai Wanda Commercial Management Group has been deeply rooted in Shandong for 15 years, operating 20 shopping centers across 11 cities, with a new Wanda Plaza set to open in Jinan by December 2025 [2] - The company is actively upgrading its commercial ecosystem by tailoring strategies to customer needs, implementing structural adjustments, and enhancing operational quality [2][3] Group 2: Structural Adjustments - The company focuses on brand elevation to activate existing commercial spaces, using customer demand as a guide to redefine shopping center positioning and tenant mix [3][4] - For instance, the Jinan Weijiazhuang Wanda Plaza has successfully revitalized its offerings by introducing 48 new brands in the first half of 2025, enhancing customer engagement and driving high-quality consumption [3][4] Group 3: Experience Enhancement Strategies - The company emphasizes creating a comfortable shopping experience through operational, marketing, and service innovations, including the "one store, one color" principle for unique visual identities [5][6] - Significant upgrades to public areas and facilities have been made to improve customer experience, leading to increased dwell time and emotional connection with the space [6] Group 4: Marketing and Service Innovations - The marketing strategy has evolved from unified marketing to a multidimensional approach, integrating local cultural elements and hosting various events to enhance customer engagement [6][7] - The introduction of value-added services and training for staff and merchants aims to create a win-win ecosystem, enhancing customer satisfaction and brand loyalty [7] Group 5: Future Developments - The upcoming Jinan Century Avenue Wanda Plaza, set to open in December 2025, will feature a garden-style commercial space designed to cater to diverse lifestyles and enhance community engagement [8][9] - The company aims to replicate its successful strategies in more cities, focusing on activating regional consumption potential and evolving commercial spaces into platforms for lifestyle value creation [10]

Core Insights - The opening of Hema's first store in Central Shandong marks the company's successful expansion into its seventh city in Shandong, highlighting the importance of "first store economy" in stimulating regional consumer activity [1] - The collaboration between Hema Fresh and Zhuhai Wanda Commercial Management Group in Jinan demonstrates the replicability of their commercial resource integration and consumption upgrade strategies [1][3] Group 1: Company Strategy - Zhuhai Wanda Commercial Management Group has been deeply rooted in Shandong for 15 years, operating 20 shopping centers across 11 cities, with plans for a new Wanda Plaza in Jinan by December 2025 [3] - The company is implementing a commercial ecosystem upgrade strategy, focusing on customer demand insights and tailored approaches for each store to enhance positioning and operational quality [3][6] - The restructuring strategy aims to activate existing commercial assets in response to consumption upgrade trends, emphasizing customer needs and precise market positioning [3][6] Group 2: Market Performance - The Jinan Weijiazhuang Wanda Plaza has successfully revitalized its offerings by introducing 48 new brands in the first half of 2025, including popular dining and tech brands, enhancing customer engagement [4] - The Dongying West City Wanda Plaza saw over 20% growth in both foot traffic and sales in the first half of 2025 after adjusting its positioning to cater to a younger demographic [6] Group 3: Customer Experience - Zhuhai Wanda Commercial Management Group is enhancing customer experience through comprehensive operational, marketing, and service innovations, focusing on creating immersive shopping environments [9] - The company has adopted a "one store, one color" principle to improve operational quality and customer perception, alongside significant upgrades to public facilities [9] Group 4: Marketing and Community Engagement - The marketing strategy has evolved from unified marketing to a multidimensional approach, integrating local cultural elements and hosting various events to enhance community engagement [10] - The upcoming Jinan Century Avenue Wanda Plaza aims to create a garden-style commercial space that combines cultural and natural elements, catering to diverse consumer lifestyles [11][13] Group 5: Future Outlook - The strategic framework of "first store economy explosion - existing structure adjustment - incremental benchmark creation" is guiding the regional commercial upgrade efforts of Zhuhai Wanda Commercial Management Group [16] - The company plans to expand its presence in more cities across Shandong, aiming to activate regional consumption potential and evolve commercial spaces into platforms for lifestyle value creation [16]

Core Insights - The commercial complex landscape in Jinan is undergoing significant transformation, with new projects emerging while older ones seek upgrades to remain competitive [1][2][3] - There is a saturation of commercial complexes across various districts, leading to a competitive environment that lacks nationally influential commercial landmarks [1][2] Group 1: Market Dynamics - Jinan's commercial complexes are experiencing a dual trend of saturation and scarcity, with new developments like "MixcMarket" and "万象汇" aiming to revitalize the market [2][3] - The city is witnessing a shift from "incremental expansion" to "stock renewal," focusing on revitalizing existing commercial spaces due to land resource constraints [3][4] Group 2: Consumer Behavior and Trends - The focus on enhancing consumer experience is critical, as local residents seek comfort and rhythm in their shopping experiences, while tourists desire unique cultural encounters [6][7] - The trend towards experiential consumption is growing, with younger consumers preferring leisure and entertainment over traditional shopping [6][7] Group 3: Strategic Recommendations - There is a need for Jinan to attract international flagship stores and incorporate advanced technologies like AI and AR to enhance consumer experiences [7] - The integration of local cultural elements and narratives into commercial spaces is essential for creating a distinctive identity and emotional resonance with consumers [7][8] Group 4: Urban Development and Infrastructure - The development of transit-oriented developments (TOD) is reshaping the urban structure, making commercial complexes integral to the "15-minute living circle" concept [7][8] - The evolution of commercial complexes is moving towards becoming multifunctional spaces that blend shopping with living, working, and cultural experiences [7][8]

Investment Rating - The report indicates a positive outlook for the property investment market, with an expected year-on-year growth of 5-10% in total investment volume for the year [8]. Core Insights - In the first half of 2025, the national large-scale property investment transaction volume reached 132.1 billion, a 19% increase compared to the same period last year, despite a 29% decrease in the number of transactions [5][3]. - Institutional buyers are optimistic about consumer and residential assets, with retail property and rental residential transaction volumes doubling year-on-year [3][5]. - Capitalization rates for various asset types in first-tier cities have shown a narrowing increase compared to the second half of last year, although there remains short-term upward pressure [3][5]. Summary by Sections Market Overview - The investment sentiment remains cautious, with institutional capital focusing on high-quality real estate [5]. - The transaction volume for retail properties and rental residential assets increased by 166% and 200% respectively compared to the previous year [5]. Capitalization Rates - The capitalization rates for Grade A office buildings, retail properties, and high-standard warehouses in first-tier cities have expanded by nearly 20 basis points compared to the end of last year [5][9]. - The average capital value of office buildings in first-tier cities has decreased by 43% since 2022, indicating a continued interest in core office assets [8]. Future Predictions - The report anticipates that the market activity will marginally improve in the second half of the year, driven by an expanding pool of available assets and increased risk premiums [8]. - The focus for investment in the second half of the year will remain on consumer and residential sectors, with particular attention to the evolution of trade tariffs and domestic demand stimulation policies [8].

Core Viewpoint - The recent changes in the ownership structure of Chuzhou Wanda Plaza Investment Co., Ltd. indicate a strategic shift, with Dalian Wanda Commercial Management Group exiting and Langfang Zeruitong Technology Co., Ltd. becoming the sole shareholder [1]. Group 1 - Chuzhou Wanda Plaza Investment Co., Ltd. was established in January 2018 with a registered capital of 10 million RMB, focusing on property investment and leasing [3]. - The company has undergone significant changes in its legal representative and board members, reflecting a potential restructuring or strategic realignment [1].

Core Point - Chuzhou Wanda Plaza Investment Co., Ltd. has undergone a significant change in its shareholder structure, with Dalian Wanda Commercial Management Group Co., Ltd. exiting and Langfang Zeruitong Technology Co., Ltd. becoming the sole shareholder [1][2] Company Information - Chuzhou Wanda Plaza Investment Co., Ltd. was established on January 2, 2018, with a registered capital of 10 million RMB [2] - The company operates in the business services industry, focusing on property investment and leasing [2] - The legal representative and board members of the company have also changed following the shareholder transition [1] Shareholder Structure - Langfang Zeruitong Technology Co., Ltd. is fully owned by Beijing Zeruitong Technology Co., Ltd. (55%) and Hebei Langkong Economic Development Co., Ltd. (45%) [2] - This change is part of a broader trend, as several Wanda Plazas have been transferred in recent times [2]