经济观察网 近7天，新华百货（600785）的主要热点包括北京新街口店升级为Ccmall重新开业及公司治 理动态。根据DoNews和北京商报报道，2月11日，新华百货新街口店完成改造后以Ccmall身份重新开 业，该项目定位从传统百货转向多元体验型商业空间，引入超百家品牌及70余家餐饮娱乐商户，旨在填 补西二环商业供给缺口，契合北京市城市更新政策。此外，公司于2月12日召开2026年第一次临时股东 会，审议通过《关于预计2026年日常关联交易的议案》，表决同意率达99.75%，会议由董事长曲奎主 持，律师见证决议合法有效。宏观层面，2月11日央视新闻报道商务部联合多部门推出春节消费"三重大 礼包"，包括625亿元国补资金以旧换新、有奖发票试点等政策，可能对零售板块形成利好。 股票近期走势 新华百货股价在近7天呈现显著波动。根据内部数据库及公开数据，2月10日股价大跌7.46%至20.47元， 主力资金净流出2552.2万元；2月11日反弹上涨3.66%至21.22元，主力资金净流入2667.1万元；2月12日 继续下跌3.16%至20.55元；截至2月13日收盘，股价微涨0.29%报20.61元。近5日累计跌 ...

Core Insights - The transformation of Xinhua Department Store into Ccmall represents a shift from a traditional retail model to a community service center, addressing the evolving consumer needs in Beijing's urban landscape [3] Group 1: Project Overview - Ccmall reopened on February 11, 2023, after being rebranded from Xinhua Department Store, which has been a commercial landmark in Beijing for 19 years [1] - The upgraded Ccmall features multiple themed areas such as "Light Island Forest," "Floating Island Secret Realm," and "Light Bathing Garden," aimed at enhancing the shopping and leisure experience [1] - The project has introduced over 100 brands including NIKE, Adidas, Huawei, and Xiaomi, covering various categories like daily necessities, electronics, and jewelry to meet local consumer demands [1] Group 2: Market Context - The upgrade of Ccmall is part of a broader trend of traditional department stores being revitalized to attract consumer attention, particularly in Beijing's second ring road [2] - The New Street area, where Ccmall is located, is a key commercial hub connecting several important districts, necessitating new commercial offerings to satisfy consumer needs [2] - The upgrade aligns with Beijing's "urban renewal" and "international consumption center" initiatives, making the enhancement of the New Street commercial area a critical focus [2] Group 3: Strategic Insights - Experts suggest that the commercial projects in Beijing's second ring should focus on elements such as scene creation, business types, culture, and convenience to balance traditional and modern consumer experiences [2] - The transformation aims to create a "15-minute convenient living circle" by reducing traditional retail space and increasing the presence of first stores, experiential offerings, and cultural activities [2] - The key to successful upgrades lies in breaking away from traditional business models while respecting the existing customer base, ensuring a smooth transition to a more diversified service offering [3]

Core Viewpoint - The transformation of Xinhua Department Store into Ccmall represents a shift from traditional retail to a multi-experience commercial space, addressing the insufficient commercial supply in the area and aiming for "breakthrough" growth through differentiation, cultural integration, and innovative experiences [1][6]. Group 1: Project Overview - Ccmall has undergone significant internal restructuring, introducing various themed areas such as "Light Forest," "Floating Island Secret Realm," and "Light Garden," enhancing the shopping experience [5]. - The project has attracted over a hundred brands, including NIKE, Adidas, Huawei, Xiaomi, and others, covering categories like daily necessities, electronics, and jewelry, catering to local consumer needs [5]. - More than 70 dining and entertainment brands have been introduced, with some being the first stores in Beijing or the Xicheng District [5]. Group 2: Market Context - The upgrade of Ccmall reflects a broader trend in Beijing's commercial landscape, where traditional department stores are being revitalized to attract consumer attention, particularly in the second ring road area [6][7]. - The New Street area is a key commercial hub in Beijing, connecting several important business districts, necessitating new commercial offerings to meet consumer demand [6]. Group 3: Strategic Insights - The upgrade aligns with Beijing's "urban renewal" and "international consumption center" initiatives, making the enhancement of the New Street commercial area a critical task [7]. - Experts suggest that commercial projects in the second ring should focus on elements like scene creation, business types, culture, and convenience, balancing traditional and modern retail experiences [7][8]. - The transformation from a "shopping venue" to a "community service center" is emphasized, with a focus on precise services for local residents and the integration of digital capabilities and experiential offerings [8].