每经编辑｜何小桃 1月7日，宜家中国宣布在对现有顾客触点进行全面审视和评估之后，决定自2026年2月2日起停止运营包括宜家上海宝山商场、宜家广州番禺商场、宜家天 津中北商场、宜家南通商场、宜家徐州商场、宜家宁波商场和宜家哈尔滨商场在内的七个线下触点。 宜家中国表示，将从规模扩张转向精准深耕，以北京和深圳作为重点市场进行探索，在接下来的两年内开设超过十家小型门店，包括将于2026年2月开业 的宜家东莞商场和将于2026年4月开业的北京通州商场。宜家中国还将继续加强线上布局，并对现有商场进行投资，为顾客和员工创造更好的购物体验及 工作环境。 1998年，宜家进驻中国，在上海开设中国大陆第一家门店徐汇商场店。 过去，宜家通过庞大的卖场、充满想象力的样板间，吸引年轻消费者排队打卡购物，业绩也一度保持高速增长。 不过，据南方都市报报道，2021年起，宜家在中国市场陆续关闭多家门店，打破此前"年均新开3—4店"的扩张节奏，引发行业对这家外资家居巨头"水土 不服"的担忧。 2022年4月，贵阳商场关闭，成为宜家进入中国24年来首次关闭的省会城市门店。三个月后，2022年7月，宜家上海杨浦商场运营2年便关停，或因选址失 误导 ...

Core Insights - IKEA China announced an investment of 160 million yuan for the fiscal year 2026 to provide over 150 lower-priced products [2] - The company plans to introduce more than 1,600 new furniture and home products, 23 limited edition series, and over 50 food items in the Chinese market [2] - The low-price strategy is a key component of IKEA's business model, aimed at meeting current consumer demands and enhancing visitor traffic and sales [2][3] Group 1 - IKEA China will focus on low-priced best-selling products, particularly in bedroom and kitchen categories, with popular items like mattresses and ice pillows [2] - The company aims to expand its capital expenditure on multi-channel development, product diversification, small store openings, digital exploration, and sustainability [2] - The local supply chain in China mitigates uncertainties, as 80% of the value chain is sourced domestically [2] Group 2 - For the fiscal year 2024, IKEA's parent company, Ingka Group, reported global revenues of 41.864 billion euros, a decrease of 5.5%, and a net profit of 0.806 billion euros, down 46.5% [3] - Ingka Group's leadership emphasizes the strategic importance of the Chinese market and its commitment to long-term growth, with plans to learn from China's retail environment [3] - Recent collaborations with JD.com mark significant progress in IKEA's multi-channel ecosystem, with increased investments in digital channels and upgrades to existing stores [3]