广州太古汇

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广州太古汇携手迪士尼经典IP米奇“来袭” 激活暑期年轻群体消费热情
Guang Zhou Ri Bao· 2025-07-12 12:54
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].
太古地产内地零售“换血”:两大区域舵手升任中国内地董事,释放什么信号?
Mei Ri Jing Ji Xin Wen· 2025-06-03 12:03
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 ...
重大事项点评Q1表现符合预期,内地购物中心经营改善
Huachuang Securities· 2025-05-15 13:30
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% | | ...