Core Idea - The event "'奇'实很简单" launched in Guangzhou aims to create an immersive experience for consumers, particularly targeting the younger demographic through various themed activities and social interactions [1][3]. Group 1: Event Overview - The event features a giant "Mickey City" at Taikoo Hui, where Mickey and friends engage with consumers, marking the beginning of a summer adventure [1]. - Activities include a pop-up store, sports carnival, and diverse community events designed to express fashion attitudes and share lifestyle passions [1]. - The event is a collaboration between Swire Properties and Disney China, transforming the commercial space into a vibrant environment filled with Mickey-themed experiences [1]. Group 2: Thematic Experiences - The "Mickey Fashion District" allows consumers to enjoy leisurely activities like afternoon tea with Minnie and floral arrangements in a whimsical setting [2]. - The "Mickey Living Room" showcases trendy home decor, while the "Mickey Sports Garden" promotes a lifestyle that embraces nature and physical well-being [1][2]. Group 3: Engagement and Strategy - The event emphasizes a "scene-based + social" approach, creating a social space for young people to inspire creativity and interaction [3]. - An innovative "Z Coins" interactive mechanism is introduced to enhance engagement and stimulate consumer enthusiasm [3]. - Taikoo Hui aims to continuously embrace and rejuvenate its brand strategy to attract the young consumer demographic and foster a vibrant social scene in Guangzhou [3].

最近，LV「路易号」彻底在社交媒体上火了，甚至成了网红打卡地。 "LV 其实创造了一个出乎预料的体验。过去你没有见过，现在你看见了，你就会愿意去在社交媒体上去分享。把形式做到极致这件事情，我觉得机会都一 直是挺大的。"赞意CEO乌东面在谈及「路易号」时这样说。 在乌东面看来，这艘巨轮不只是一个夺人眼球的临时装置，而是一种把品牌理念、视觉冲击力、文化共鸣、社交传播和资源投入全部打磨到极致的综合表 达。它背后代表的是奢侈品牌对稀缺性、情感联结和符号价值的持续探索，也折射出当下营销的一种共识：当注意力成为稀缺资源，品牌要用更极致的形 式和更深度的叙事去触动人心。 正因为此，LV「路易号」才能在短时间内积累巨大的讨论度和影响力，归纳来看，它几乎在每一个关键环节都做到了极致： 走在兴业太古汇的街道上，我们可以看到，LV庞大的船体横亘在街区之间，围挡由大面积银色金属板拼接而成，板面均匀排布着LV经典的Monogram图 案，船体在日光下反射出周边建筑和天空的倒影，呈现出冷峻而工业化的质感。 LV、上海、巨型油轮、兴业太古汇这几个本身就极具话题性的元素组合在一起，产生的流量效应更是成倍增长。在LV 「路易号」巨轮揭幕后的一 ...

每经记者｜孙宇婷 每经编辑｜张益铭 近日，有消息称，太古地产（HK01972）宣布一系列重要人事调整。变动涉及上海、北京、成都三地太古里核心管理团队。其中，原三里屯太古里 高管余国安升任太古地产中国内地零售业务新项目董事，而成都太古里总经理伍玉珊则晋升为太古地产中国内地零售业务董事，进入集团更高管理 层。 记者查阅联交所公告和太古地产公司官网，并未找到相关人事任命信息。知情人士对《每日经济新闻》记者表示，此前确有人事调整，系总部下发 的英文版通知，属于公司内部调令，不便对外公开。 根据消息，此次伍玉珊、余国安从区域管理者跃升至中国内地的业务决策层，是否意味着太古地产将在内地零售市场进一步扩张？记者多次尝试联 系总部欲进一步了解情况，但电话一直无法接通，发去的采访邮件也一直未获回复。 目前，太古地产在中国内地拥有六个已落成综合发展项目，包括北京的三里屯太古里及颐堤港、上海的兴业太古汇及前滩太古里、广州太古汇及成 都太古里。 《每日经济新闻》记者从另一知情人士处获悉，伍玉珊系西南财经大学会计学院98级审计学专业毕业生。有业内人士分析认为，其此次晋升可能与 成都太古里近年来的稳健运营表现有关。这一说法尚未得到太古地 ...

恒隆开创内地高端零售先河、太古"十年磨一剑"打造有情怀的商业、新鸿基玩转"地标建筑+TOD"、K11将艺术注入商业、永旺以人性化圈粉，还有"旧改 王者"瑞安、"淘金者"凯德...... 作为商业地产行业的佼佼者，港外资巨头们都各凭本事，在内地市场建立起牢固的竞争壁垒。它们在内地的产品线布局、最新拓展计划，以及明星项目新 动态也成了行业的风向标，备受关注。 赢商网梳理了瑞安、新鸿基、K11、太古、香港置地、恒隆、嘉里、九龙仓、领展、凯德、永旺、SM、英格卡等13个港外资商业地产企业最新商业产品 线、已开和筹开项目的布局情况。 13个企业内地布局40+筹开项目，今年预计将有至少14个新项目入市；内地已成头部港企的"主战场"，上海备受青睐； 外资企业避开高能级市场，重仓非 一线城市；多个新产品线首进内地，产品线更加多元化；多个企业为适应市场变化灵活调整产品定位，有的坚守高端，有的转向次高端，有的押注年轻 化。 01 港资 瑞安房地产 "XINTIANDI新天地"是瑞安旗下的商业品牌，新天地社区是糅合了历史建筑与现代化设施的大型城市社区，遍布全国主要城市中心。其细分为几大产品 线： ■ 城市综合体：瑞安新天地最核心的 ...

证 券 研 究 报 告 太古地产（1972.HK）重大事项点评 推荐（维持） Q1 表现符合预期，内地购物中心经营改善 目标价：21.55 港元 事项： ❖ 公司公布一季度运营数据，其中上海兴业太古汇、北京三里屯太古里、上海前 滩太古里一季度零售额同比上升 10.1%、、6%、1.5%，成都太古里、广州太古 汇、北京颐堤港一季度零售额同比下降 2.9%、2.5%、0.4%，降幅较 24 年明显 收窄。 评论： 邮箱：yanghang@hcyjs.com [ReportFinancialIndex] 主要财务指标 | | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | | 营业总收入(百万) | 14,428 | 14,616 | 14,995 | 18,638 | | 同比增速(%) | -2.1% | 1.3% | 2.6% | 24.3% | | 归母净利润(百万) | -766 | 2,676 | 4,132 | 5,671 | | 同比增速(%) | -129.0% | 449.3% | 54.4% | 37.2% | | ...

Core Viewpoint - Swire Properties is expanding its commercial footprint in mainland China, with a significant investment plan of HKD 100 billion over the next decade, focusing on core markets and aiming for long-term growth [1][2]. Investment Strategy - Swire Properties announced a HKD 100 billion investment plan in early 2022, with approximately RMB 50 billion allocated to mainland China, and 92% of the committed funds have already been deployed after three years [1]. - The company is actively seeking new investment opportunities in Shenzhen and plans to develop more Swire Lounges in mainland China [2]. Project Developments - The Beijing Swire Town project, located in Chaoyang District, is the largest single investment project by Swire Properties in mainland China, with a total construction area of 860,000 square meters, including eight Grade A office buildings and a shopping center [1]. - The project is expected to be completed and opened in phases by the end of 2026 [1]. Retail Business Performance - Swire Properties has confidence in its retail business, with a 12% increase in rental income from the Sanlitun Swire Town in 2024, marking a historical high [2]. - The company has upgraded its retail offerings and adjusted brands in its projects, resulting in a 5% increase in foot traffic in mainland locations [2][3]. Brand Adjustments - Several retail stores in Sanlitun Swire Town have undergone brand adjustments, including the opening of flagship stores for various international brands [3]. - The Yushe Hotel in Sanlitun is undergoing renovation to transform into an innovative retail space [3]. Market Challenges - Recent changes in U.S. tariff policies have introduced uncertainties in commercial development, but Swire Properties remains resilient and anticipates continued growth in mainland consumer spending [3].