Core Insights - Zhejiang province opened 37 new commercial projects in 2023, with a total commercial area of approximately 2.4743 million square meters, marking a year-on-year decrease of about 31% in the number of projects, but an opening rate exceeding 80%, maintaining a leading position in the national market [1] Group 1: Market Overview - Hangzhou dominates the market with 17 new projects and a total area of 1.1504 million square meters, accounting for nearly half of the province's total, solidifying its leading position [3] - Ningbo followed with 7 new projects totaling 408,900 square meters, with notable projects like Ningbo Jiangshan Wanda Plaza recognized for urban renewal [3] - Jinhua continues its growth trend with 5 projects planned for 2025, totaling 382,000 square meters, reflecting the trend of operators penetrating into third and fourth-tier cities [4] Group 2: Project Types and Trends - Shopping centers remain the dominant project type, comprising 54% of new openings, while non-standard commercial projects account for 27%, indicating a growing demand for unique and themed commercial spaces [5] - Traditional shopping centers are innovating by incorporating park-like or street-like designs to enhance openness and social attributes, transforming commercial spaces into "lifestyle destinations" [5] - Mid-sized projects (5-10 million square meters) are the most numerous, with 12 projects, indicating a shift towards a more layered market structure [6] Group 3: Key Players and Innovations - Major operators like Longfor, Intime, and Wanda continue to deepen their presence in Zhejiang, with Wanda managing the most openings in 2023 [7] - Local emerging players are also entering the market, with innovative projects like Hangzhou Jindi T-ONE MO and Alibaba's non-standard commercial project Qincheng Park [7] - Notable projects include Hangzhou Aoyao Wanxiang Tiandi, which integrates local culture and aims to redefine urban commercial spaces [10] Group 4: Noteworthy Projects - Hangzhou North招商花园城, with a commercial area of over 240,000 square meters, has achieved a leasing and opening rate exceeding 95% [11] - Longfor Hangzhou Shangcheng Tiandi, positioned as a "park-style commercial" center, features over 270 brands and aims to enhance local quality of life [17][18] - Jindi T-ONE MO, located in the core of Hangzhou's Olympic Sports Circle, opened with over 130 brands and achieved significant foot traffic and sales in its initial days [19][21] - The Qinwang Water Street project aims to redefine urban waterfront living with a focus on aesthetics and cultural integration [23][25]

"金九银十"过后的11月，新开业量回归常态，虽然新开业量不大，但项目整体"含金量"较高，区域商业巨无霸、复合型创新项目、微度假奥莱综合体、社 区商业、非标商业等，多元商业形态构成了11月新开业市场的基本面。 其中包括多个重磅型项目，如：深圳最大万象汇——深圳怀德万象汇、湖南最大永旺梦乐城——永旺梦乐城长沙湘江新区两大区域型"商业巨无霸"亮相， 重塑区域商业新格局；XOD模式商业——杭州城北招商花园城、"POD+TOD"双理念项目——龙湖杭州上城天街以创新概念，打造新型复合型商业综合 体。 01. 11月开业量收紧 12月开业潮即将来临 03. 据赢商大数据不完全统计数据，2025年11月全国开业集中式商业项目21个，商业总体量约156万㎡，环比10月 （数量38个，体量280.9万 ㎡ ） ，数量、体 量分别下降了44.74%、44.48%。其中存量改造项目3个，体量约17万㎡。此外，12月 一年一度的 开业潮正在蓄势，大批项目已经 官宣 定档。 02. 11月新开业项目 近七成集中在华东区及华南区 11月新开业项目分布上，华东区、华南区 占了全国总开业量的66.67%， 开业量均为7个，但华东区体量远超华南 ...

上城天街的落地，填补了九堡板块大型高品质商业的空白，更以"公园式商业"的定位提升了区域城 市形象与生活品质。九堡街道相关负责人表示，该项目将与国芳天街形成"一街南北双天街" 布局，深 度辐射联动丰收湖公园、九和魅共富街区及周边商圈，构筑九堡"南北双核、全域联动"的消费新格局。 同时，桑植路、商杭街、九环路等九堡夜间经济持续升级，区域商业氛围日益浓厚。 随着预计2028年初开通的地铁18号线建设推进，上城天街将成为链接九堡、乔司、钱塘智慧城等产 业区域的重要节点，进一步激活城东商业活力。"未来，街道将以双天街开业为契机，深化'商业+生态 +场景'融合，做强昼夜联动消费生态，让居民在家门口尽享多元化、高品质的美好生活。"该负责人表 示。 11月28日，龙湖杭州上城天街正式开门迎客。对于九堡乃至整个城东的居民来说，这不仅是一个新 商场开业，更意味着家门口多了一个集购物、休闲、社交于一体的大型公园式生活中心。它的亮相，将 显著提升区域商业能级，为九堡注入强劲的消费与经济发展新活力。 作为龙湖在杭州布局的第九座天街，该商场位于九堡丰收湖板块，商业体量约13.5万平方米，配备 1300余个停车位，与丰收湖公园生态资源紧密 ...