每经AI快讯，有投资者在投资者互动平台提问：请问公司明年是否会跟随商业航天企业的步伐，去外 太空布局商业百货连锁店？ 百联股份（600827.SH）1月9日在投资者互动平台表示，百联股份以百货及购物中心、连锁超市、奥特 莱斯为核心业务，目前未涉及商业航天业务。 （记者 王晓波） ...

资金流向方面，主力资金净流入731.44万元，特大单买入696.75万元，占比8.36%，卖出341.30万元，占 比4.09%；大单买入1850.74万元，占比22.20%，卖出1474.74万元，占比17.69%。 1月7日，百联股份盘中上涨2.10%，截至10:23，报9.23元/股，成交8336.12万元，换手率0.57%，总市值 164.68亿元。 机构持仓方面，截止2025年9月30日，百联股份十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股1039.33万股，相比上期减少1049.94万股。中证上海国企ETF（510810）位居第六大流通 股东，持股737.99万股，相比上期减少94.93万股。南方中证1000ETF（512100）位居第七大流通股东， 持股733.66万股，相比上期减少8.24万股。华夏中证1000ETF（159845）位居第十大流通股东，持股 436.02万股，相比上期减少8700.00股。 责任编辑：小浪快报 截至9月30日，百联股份股东户数7.80万，较上期减少6.17%；人均流通股0股，较上期增加0.00%。2025 年1月-9月，百联股份实现营业收入19 ...

昨天下午5点，地铁7号线一趟"湾里"主题列车穿行地下，粉紫色的车厢内点缀着未来商业综合体的缤纷图案。对于乘客王女士来说，这不仅是回家的通勤 车，也像一封移动的邀请函——昨天，终点站环球度假区旁，一座崭新的奥特莱斯已然点亮。 地上地下，2025年，北京的城市建设正从这些可感可知的细节里展开。 承平高速公路（北京段）全长34.8公里，京津冀衔接干线公路网不断织密。 快速化改造后的京密路提升市区东北部通行效率，缓解首都机场高速交通压力。 京西房山108新线高速公路将有效提高西部山区的抗灾能力与路网韧性。 在京西房山的山岭之间，108新线高速的建设正与复杂地质较量。设计全长约59.79公里、被誉为西部山区"生命通道"的这条公路，16个标段已全面开 工。"岩层破碎、渗水不断，这是掘进中最大的挑战。"穿越将军坨风景区的第6标段，是建设中的"硬骨头"。项目团队用不到一年的时间，将标段内的三座 隧道掘进超过2500米。 新亮相的湾里·王府井Well-Town成为京城市民的热门打卡地。 城市"筋骨"在舒展，文化的"神韵"也在雕琢。在经开区，中国杂技艺术中心流线型的外檐清晰浮现，波浪造型宛如"技艺之冠"，年底将实现幕墙封闭。"' ...

证券日报网讯 12月8日，百联股份（600827）在互动平台回答投资者提问时表示，百联股份是一家以商 业服务为主的大型综合性上市公司，涵盖百货及购物中心、奥特莱斯等零售业态；秉承"持续创造你身 边的美好生活"，立足上海，辐射全国，拥有第一百货商业中心、百联奥特莱斯广场、百联TX淮海、百 联ZX创趣场等四十多家知名成员企业。公司通过夯实联合生意计划提升存量供应链并结合增量供应链 扩展探索增长空间。 ...

Group 1 - The core viewpoint of the article highlights the steady growth of China's consumption market and the reduced impact of online shopping on offline consumption, presenting new opportunities for the commercial real estate sector [1][2] - From January to September 2023, the total retail sales of consumer goods in China reached 36.6 trillion yuan, a year-on-year increase of 4.5%, indicating a stable expansion of the overall consumption market [2] - The contribution rate of final consumption expenditure to GDP growth in the first half of 2023 was 52%, an increase of 7.5 percentage points compared to the previous year, emphasizing the significant role of consumption in economic growth [2] Group 2 - The competition among existing centralized commercial properties is intensifying, with the number of new openings slowing down due to market saturation and reduced investment in commercial projects [4] - As of 2024, the number of new centralized commercial projects is expected to be 436, down from an average of 660 per year from 2015 to 2019 [4] - The total number of existing centralized commercial projects in China has surpassed 10,000, with a total commercial area of 708 million square meters [4] Group 3 - The operational performance of domestic brand commercial real estate companies has been strong, with retail sales growth outpacing the overall retail sales growth [5] - Major listed companies like China New Town Development and China Resources Land have reported significant increases in rental income and retail sales, with China Resources Land's rental income reaching 19.4 billion yuan and retail sales reaching 195.3 billion yuan in 2024 [5] - The successful operation of commercial real estate companies relies on their ability to position themselves effectively in different consumer markets, categorized into high-end, high-energy, and sinking markets [5] Group 4 - In the high-end market, the ability to attract customer traffic has become crucial for successful mall operations, with luxury sales showing signs of recovery [6] - The opening of the "Louis" maritime-themed landmark at Xinyi Taikoo Hui in Shanghai significantly boosted foot traffic and sales, with weekend visitor numbers increasing by over 100% [6] - High-end malls are diversifying their offerings by incorporating dining and experiential retail to reduce reliance on traditional retail sales [7] Group 5 - The high-energy market, including outlets and themed commercial spaces, has shown strong performance, particularly in core cities where consumer preferences are shifting towards practical and emotional value [8] - Outlets have outperformed overall retail sales growth, with visitor numbers and sales increasing significantly compared to national averages [8] - The two-dimensional market is rapidly growing, with the number of related brand openings increasing significantly, indicating a new growth point for offline commercial spaces [9] Group 6 - The sinking market is experiencing higher consumption growth rates, with three to four-tier cities showing better performance compared to first and second-tier cities [10] - New Town Holdings' Wu Yue Plaza has successfully attracted foot traffic and sales growth by leveraging its extensive brand partnerships, achieving a 19% increase in both metrics in 2024 [11]

上海百联集团股份有限公司 2025 年 1-3 季度经营数据公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重 大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 根据《上海证券交易所上市公司自律监管指引第 3 号——行业信息披露：第四号 ——零售》的要求，现将公司 2025 年 1-3 季度主要经营数据披露如下： | 地区 | 业态 | 报告期内新开门店 | | 报告期内关闭门店 | | | --- | --- | --- | --- | --- | --- | | | | 门店家数 | 经营面积 | 经营面积 门店家数 | | | | | | （平方米） | （平方米） | | | 华东地区 | 超级市场 | 112 | 52,323.65 | 90 | 48,988.40 | | | 便利店 | 13 | 640.14 | 55 | 2,471.72 | | | 专业专卖 | 1 | 54.86 | 3 | 241 | | | 小计 | 126 | 53,018.65 | 148 | 51,701.12 | | | 超级市场 | 4 | 3,370.00 | - | - ...

2025 年第三季度经营情况简报 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 根据《上市公司行业信息披露指引第四号——零售》的要求，茂业商业股份有 限公司（以下简称"公司"）现将2025年前三季度主要经营数据披露如下： 证券代码：600828 证券简称：茂业商业 编号：临 2025-050 号 茂业商业股份有限公司 二〇二五年十月二十八日 一、2025年前三季度门店变动情况 报告期内，公司无新增门店，无关闭门店；截止本报告披露日，公司拥有各业 态零售门店合计23家。 二、2025年前三季度主要经营数据 | 单位：万元 | | --- | | 地区 | 业态 | 主营业务 | 主营业务 | 毛利率 | 主营业务 | 主营业务 | 毛利率 | 占主营业 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 收入 | 成本 | （%） | 收入同比 | 成本同比 | 同比变动（%） | 务收入比 | | | | | | | 变动（%） | 变动（%） | ...

茂业商业股份有限公司 2025 年半年度经营情况简报 特别提示：本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误 导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责 任。 根据《上市公司行业信息披露指引第四号——零售》的要求，茂业 商业股份有限公司（以下简称"公司"）现将2025年半年度主要经营数 据披露如下： 证券代码：600828 证券简称：茂业商业 编号：临 2025-042 号 一、2025年半年度门店变动情况 报告期内，公司无新增门店，无关闭门店；截止本报告披露日，公 司拥有各业态零售门店合计23家。 二、2025年半年度主要经营数据 单位： 万元 地区 业态 主营业务 收入 主营业务 成本 毛利率 （%） 主营业务收 入同比变动 （%） 主营业务成 本同比变动 （%） 毛利率同比变动 （%） 占主营 业务收 入比例 （%） 成都 百货 9,493.94 6,331.76 33.31 -21.61 -15.81 减少 4.60 个百分点 9.44 购物中心 1,586.74 137.19 91.35 -19.12 -25.91 增加 0.79 个百分点 1.58 南充 ...

Group 1: Commercial Real Estate Trends - The commercial real estate sector is experiencing a divergence, with leading companies like China Resources Land reporting a rental income of 18.56 billion yuan, a 12.2% increase, while weaker firms like China Evergrande face liquidation [2] - The average rental rate for retail properties under CapitaLand China Trust has decreased by 2.7%, yet occupancy remains high at 96.9%, indicating a scarcity of quality properties [2] - The industry is entering a new phase of competition focused on asset quality and operational capabilities, highlighting a "Matthew Effect" where the strong continue to thrive [2] Group 2: Outlet Market Developments - There is a surge in outlet development, with projects like the 3 billion yuan Panda-themed outlet in Chengdu and a 4 billion yuan "Outlet + Amusement Park" complex in Dongguan [3] - Vipshop's outlet same-store sales have seen double-digit growth, and the company is initiating a 3.48 billion yuan REIT fundraising, reflecting strong market confidence in this sector [3] - The trend indicates a rising concentration in the industry, with large-scale, themed, and experiential projects becoming the norm, putting pressure on smaller, homogeneous traditional outlets [3] Group 3: Retail Sector Transformation - Traditional retail is undergoing significant changes, with companies like Bubugao reporting a net profit of over 200 million yuan, largely due to adopting the "Fat Donglai model" which involves closing inefficient stores and revamping potential ones [4] - The first "Fat Donglai self-reform" store by Metro in Beijing has opened, confirming the replicability of this model [4] - In contrast, brands lacking differentiation and user experience, such as GU and Tsutaya Bookstore, are facing closures, indicating a shift towards user experience-centric retail [4] Group 4: Duty-Free Market Growth - The opening of the first city duty-free stores in Shenzhen and Guangzhou marks a significant development in the duty-free economy, following the implementation of new policies [5] - South Korea's announcement of visa-free entry for Chinese group tourists is expected to boost duty-free shopping, with Lotte Duty-Free strengthening partnerships with Chinese travel agencies [5] - City duty-free stores are anticipated to become a new engine for high-end consumption, creating new shopping experiences through a combination of "duty-free + consumption + experience" [5] Group 5: Consumer Spending Trends - In July, the total retail sales of consumer goods grew by 3.7%, with online retail sales increasing by 9.2% from January to July, accounting for 24.9% of total retail sales [6][7] - Companies like 361 Degrees reported a 45% growth in e-commerce business, while Moutai's net profit increased by 8.89%, indicating resilience in high-end brands [6][7] - The restaurant sector saw only a 1.1% increase in revenue, suggesting consumers are becoming more cautious with service-related spending [6][7]

Core Viewpoint - The company has successfully won a leasing bid for a property in Mianyang, Sichuan, which aligns with its strategic development plans in the region and is expected to drive long-term growth [1] Group 1: Leasing Agreement - The company’s subsidiary, Mianyang Shangma Baisheng Plaza Commercial Management Co., Ltd., won the lease for the fifth floor of the talent apartment project in Mianyang Science and Technology City at an annual bid price of approximately RMB 1.44 million [1] - The property is located in a strategic area of Mianyang, which has developed into a vibrant business district with increasing economic potential [1] Group 2: Strategic Importance - The board believes that the leasing agreement will significantly contribute to the company's expansion efforts in Mianyang, Sichuan [1] - The location of the property is considered prime, and the board is confident that this move will benefit the company and its shareholders in the long run [1]