2025年，北京商业新旧同频、里外焕新，在政策与市场的双轮驱动下，已从"增量开发"转向"存量焕新+体验升级"的新阶段。 据赢商大数据不完全统计，2025年北京新开28个零售商业，商业总体量超150万平方米。当城市更新成为扩大内需的新常态，北京商业在"上新"的同时又 带来了哪些新风向？ 01. 2025年北京商业加速洗牌焕新 入市新项目多、老项目改造快、政策支持力度大，推动区域格局重新洗牌、新老商圈错位竞争，令北京2025年的商业市场迸发出蓬勃的朝气。 具体来看，北京2025年新入市的28个项目中，有多个运营商为行业头部集团，如中海、保利、银泰、京东、首旅（王府井）、光大安石、京投发展、合生 创展、新辰商业，亦有部分聚焦本地的企业，相辅相成、互为增益。 从开业时间看，天气较冷的一季度为"开业淡季"，大部分项目选择在二、三、四季度开业，其中9月有8个项目开业、10月有5个项目开业，二者合计约占 全年开业总数近半，显示出"金九银十"的定律依然奏效。年底也是开业高峰，12月下半旬迎来4个新开业项目。 2025年，北京11个行政区迎来新商场，朝阳继续以7个新开业项目数量领跑，紧随其后的海淀今年"小爆发"，不仅迎来6个新 ...

Core Insights - The commercial market in Beijing is experiencing a revival in offline consumer demand, with a significant transformation in consumption structure as it enters the second half of 2025 [1] - A total of 21 new commercial projects are expected to open in Beijing in the second half of 2025, with a total commercial area of approximately 1.6 million square meters [1][2] - The new projects include a mix of existing commercial renovations and new key projects, featuring various formats such as urban complexes, outlet malls, and department stores [5] Project Overview - In the first half of 2025, 10 new projects were launched, adding 751,700 square meters of commercial space [1] - Notable upcoming projects include: - Beijing Dinghao THE HUB (B Building) with 20,000 square meters, opening in July 2025 [2] - Beijing Shangde Yintai City with 56,000 square meters, opening on September 30, 2025 [2][8] - Beijing Xiaozhan Park STATION PARK with 33,000 square meters, opening in September 2025 [2][10] - Beijing Zhongguancun ART PARK (East District) with 200,000 square meters, opening in December 2025 [2][11] - Beijing Bayli with 500,000 square meters, expected to open by the end of 2025 [2][13] Market Dynamics - The majority of the upcoming projects are developed and operated by leading companies such as Yintai, Sunac, Wangfujing, and others [3] - Haidian and Tongzhou districts lead with four upcoming projects each, while Daxing, Chaoyang, and Changping follow closely with three projects each [3] - The distribution of project sizes indicates a trend towards smaller commercial spaces, with over 60% of the new projects being under 30,000 square meters [5] Notable Features of Key Projects - Beijing Shangde Yintai City aims to create a "garden-style social shopping space" focusing on art, culture, and nightlife, with over 120 emerging lifestyle brands [8] - Beijing Xiaozhan Park STATION PARK emphasizes community and lifestyle, featuring nearly 100 brands and innovative design elements [10] - Beijing Zhongguancun ART PARK will enhance the commercial vitality of the area with a mix of well-known brands and unique experiences [11][12] - Beijing Bayli is a major investment project expected to attract over 500 brands, focusing on young consumers and urban middle-class [13] Conclusion - The commercial landscape in Beijing is set for significant growth and transformation in the latter half of 2025, with a diverse range of new projects that cater to evolving consumer preferences and enhance the overall shopping experience [1][5]