转自：新湖南 星沙的商业消费版图，从未如今天这般"热辣滚烫"。永旺梦乐城湖南首店落子不到一年，今年9月，全国首 个"会展+奥莱"商业体——长沙杉杉奥特莱斯，也将携手230余家国际名品、高端美妆集合店、网红餐饮品牌开 门迎客，其中超三分之一为首店或旗舰店。年底，天虹旗下高端商业品牌君尚将首进潇湘，与地铁3号线松雅湖 南站无缝接驳，定位打造高品质社交生活体验中心。 "十四五"以来，这些商业巨头集体挥师登陆星沙，与此前已入驻的卜蜂莲花、华润万象汇、吾悦广场、百联奥 莱等知名商业综合体，在这片蓬勃向上的发展沃土，共同构建起更多消费新场景，解锁众多消费新业态，释放 澎湃消费新活力。 党的二十届三中全会提出，完善扩大消费长效机制。中央经济工作会议也将"大力提振消费"列为2025年经济工 作首要任务。作为首批全国县域商业"领跑县"，长沙县以一县之力，接连吸引众多商业巨头青睐，并纷纷在此 落子"接力"开业，无疑是对这座城市发展前景、市场潜力、营商环境的肯定。 风云起：群英荟萃 逐鹿星沙 "老口子"们一定还记得，20世纪90年代初，东塘百货、友谊商店、阿波罗、中山、晓园互相比拼、彼此增 援，"五虎"闹长沙的喧哗与热腾，长沙商业 ...

Core Insights - The article discusses the significant divestment of Wanda Plaza by Wang Jianlin, with 85 plazas sold in two years, representing nearly one-fifth of the total 498 plazas at peak by the end of 2023 [2] - A consortium including TPG, Tencent, and JD.com has acquired 48 Wanda Plazas, with market predictions estimating the transaction value at approximately 50 billion yuan [6] - This marks the third large-scale asset disposal by Wanda in 2023, following the sale of over 30 plazas in the previous two years, including 32 sold in 2024 alone [6] Market Trends - The shift towards a "sell-sell-sell" strategy indicates Wanda's complete transition to a light-asset operation model, with the sold plazas located in competitive first and second-tier cities [8] - In contrast, the performance in county markets is strong, with significant foot traffic and sales reported in newly opened Wanda Plazas [8] Competitive Landscape - Wang Jianlin had anticipated higher rental returns in third and fourth-tier cities since 2015, but competitors like New City Holdings and China Resources are expanding rapidly, posing a threat to Wanda's market position [10] - Continuous asset sales may impact Wanda's brand reputation, as the lower-tier market becomes increasingly competitive, necessitating a demonstration that asset divestiture is a strategic pivot rather than an endpoint [10]