在商业地产全面迈入存量时代的背景下，江苏市场呈现逆势上扬态势，2026年拟开业项目数量与体量双双回升。据赢商网不完全统计，2026年江苏预计将 有64个新商业项目入市，新增商业体量约397.44万㎡。这也是自2020年以来，江苏省拟开业项目数量与体量首次出现同步回升。 这并非简单的规模扩张回归，而是市场在分化中探索新路径、在压力下寻求创新的集中体现。一方面，南京、苏州等核心城市的商业竞争已进入贴身肉搏 阶段；另一方面，满足日常高频需求的社区商业、承载城市文脉的特色街区、改造存量空间的城市更新项目正大量涌现，共同勾勒出江苏商业从增量扩张 全面转向存量激活与增量创新并举的新发展阶段。 01. 数量体量止跌回升 进入结构性调整新阶段 据赢商大数据不完全统计，2026年江苏省拟开业商业项目共计64个，预计新增商业体量约397.44万㎡，其中商业体量在3万㎡及以上的项目为56个。与 2025年（38个，333.28万㎡）相比，2026年在项目数量与总体量上均呈现显著回升。 这一变化标志着江苏商业在经历多年量减质升的调整后，正进入一个结构性反弹与深度调整并存的新周期。新增供应并非均匀分布，而是高度集中于特定 城市与特定类 ...

Core Insights - Nanjing Jinling Tiandi has launched a new model for urban development in collaboration with China Resources and Alibaba, achieving a 100% occupancy and collection rate on its opening day, with over 280 brands, including more than 50 first stores [1][46] - Nanjing is set to welcome 11 new malls in the second half of 2025, adding a total commercial area of 627,000 square meters, indicating a robust growth in the retail sector [3][46] Project Summaries - **Nanjing Mando Le Fu Li**: Expected to open in August, this community commercial project aims to create an ideal living scene for residents, featuring a diverse range of brands including Hema, KFC, and Huawei [6][8] - **Nanjing Purple Financial Street (East District)**: Set to open in Q4 2025, this project will include a high-quality commercial center within a financial hub, with a total building area of approximately 800,000 square meters [9][10] - **Nanjing Light Garden City**: Anticipated to open by the end of this year, this project will feature a 600,000 square meter complex with a commercial area of 100,000 square meters and a green park [13][15] - **Nanjing Jinling Changlefang**: Expected to open by the end of this year, this cultural space will focus on Ming Dynasty culture, with a commercial area of 40,000 square meters and nearly 80% leasing rate [16][18] - **Nanjing Shangyue Tiandi**: Scheduled for December opening, this high-end urban complex will include 52,000 square meters of self-operated commercial space [19][21] - **Nanjing Jiangning Baolong Plaza**: Set to open by the end of December, this project will cover 150,000 square meters and introduce over 230 brands, with more than 80% being regional firsts [22][24] - **Nanjing Hongshan Sparkle**: Expected to trial open by the end of the year, this project aims to create a vibrant cultural and commercial hub for the youth [25][27] - **Nanjing Beilian New Star Phase II**: Anticipated to trial open by the end of the year, this project will focus on a unique lifestyle experience and has achieved an 80% leasing rate [28][30] - **Nanjing Wangu Hui**: Expected to open in Q4, this project will feature a commercial area of 90,000 square meters, focusing on a diverse range of consumer needs [35][37] - **Nanjing Youth Olympic City Living Room**: Set to open in Q4, this project will integrate sports and commercial elements, with a total commercial area of approximately 60,000 square meters [38][40] - **Nanjing Yushan Home Living Museum**: Expected to open in Q4, this home experience mall will cover 32,000 square meters and aims to enhance consumer engagement through various thematic spaces [41][43]