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以“骆驼精神”解码吾悦商管的确定性增长

Echo&Susan 2026-01-08 16:05
Echo&Susan 2026/01/08 16:05

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文章解读了新城控股吾悦商管在2025年实现增长的核心“骆驼精神”,包括韧性、耐力和方向感三大支柱。干货包括战略方法、关键数据和实践案例,帮助读者理解企业如何抵御行业波动并实现稳步发展。

1. 韧性支柱:通过全国联动营销提升客流和销售,如“我爱你·五月”活动联合刘畊宏创吉尼斯纪录,实现客流双位数增长;同时与顶流IP合作(如ROSÉ快闪),将单点营销升维为文化事件,常州七匹狼活动带动销售同比增近130%。这些活动高频触达用户,建立情感连接。

2. 耐力支柱:依靠“经营五步法”(建好空间、组对内容、找到品牌、做高销售、分享收益)管理项目全生命周期,确保新项目高质量起步和老项目持续焕新;例如,2025年投入4亿元焕新88个项目,常州武进吾悦广场升级135个品牌,刷新区域记录,保持消费吸引力。

3. 方向感支柱:与国家战略同频,前瞻性布局县域城市如昆山、瑞安,推动当地消费经济;2025年投入超10亿元营销资源,携手3万余品牌扩大内需,全年销售额预计破千亿元,重要节庆获央视报道。这三大支柱共同构建了企业的确定性增长路径。

文章提供了吾悦商管在品牌营销、渠道建设和消费趋势方面的干货,对品牌商有直接借鉴价值。重点关注合作模式、用户行为和市场响应。

1. 品牌营销策略:体系化营销活动如“我爱你·五月”以健康为主题,联合刘畊宏创世界纪录,升维社会事件,带来客流和销售双提升;常态化“周周有花样”活动全年办上万场,实现深度用户互动,证明可复制的活动框架。

2. 品牌渠道建设与合作:与外部品牌双向奔赴,如常州项目联动七匹狼打造“适界夹克节”,借代言人于适势能,实现项目客流同比增超20%、品牌门店销售增近130%;同时,吾悦全年携手3万余品牌投入超10亿元资源,强化渠道建设。

3. 消费趋势与用户行为:洞察首店经济和业态迭代趋势,如常州金标项目通过品牌升级吸引消费;数据显示,会员规模超5000万,体系化IP矩阵(如ROSÉ快闪)精准触达青年潮流,证明营销能引发社会共鸣。这些案例展示了品牌如何通过情感连接提升市场表现。

文章揭示了市场机会、合作方式和风险规避的干货,帮助卖家识别增长点和应对措施。核心在政策响应、新机遇和合作模式。

1. 政策解读与增长市场:响应国家“建设强大国内市场”战略,前瞻进入县域城市如昆山、瑞安,这类城市占全国GDP近40%,蕴藏巨大潜力;吾悦在县域布局60个城市,节庆表现获央视报道,提供开拓新市场的机会。

2. 消费需求变化与机会:首店经济和业态迭代成为破局点,如常州项目焕新135个品牌,刷新记录;新开项目和焕新投入(2025年新开5个、焕新2个)带来合作空间,同时智慧商业和低碳建筑是未来突破方向。

3. 合作方式与风险提示:与品牌双向奔赴模式,吾悦2025年携手3万余品牌投入超10亿元营销资源,推动内需;风险规避通过经营五步法(如做高销售步骤)确保稳健运营,焕新项目如投入4亿元养护88个资产,强化长期确定性。这些策略为卖家提供了可学习的增长框架。

文章提供了产品设计需求、商业机会和数字化启示的干货,对工厂有实际参考价值。重点关注生产关联点和市场入口。

1. 产品生产和设计需求:空间建设是核心,吾悦“经营五步法”中“建好空间”步骤强调商场布局优化,如常州金标项目焕新面积超2.3万㎡,涉及品牌升级;这启示工厂需关注商业空间设计,满足焕新需求。

2. 商业机会:县域市场布局提供新入口,吾悦进入近60个县域如昆山、启东,成为当地品质生活目的地;新开项目(2025年5个)和焕新机会(如投入4亿元升级88项目)带来产品供应需求,如首店经济推动业态迭代。

3. 推进数字化和电商启示:虽未直接详述,但文章提到智慧商业是未来突破方向,吾悦深化会员精细化服务,这暗示工厂可整合数字化方案;同时,经营五步法(如组对内容步骤)体现运营体系化,启发电商化流程优化。这些点帮助工厂把握商业转型机会。

文章展示了行业趋势、客户痛点和解决方案的干货,服务商可从中提取服务方向。核心在趋势洞察和问题应对。

1. 行业发展趋势:智慧商业、低碳建筑和首店经济是未来重点,吾悦计划在这些领域突破;同时,县域布局响应国家战略,2025年已进60个县域,推动消费升级,显示下沉市场潜力。

2. 客户痛点:资产需持续焕新以保持吸引力,吾悦投入4亿元升级88个项目,解决老化问题;行业整体承压需转型,经营五步法(如分享收益步骤)提供全生命周期管理方案。

3. 解决方案:经营五步法(建好空间、组对内容、找到品牌、做高销售、分享收益)是科学方法论,帮助客户从物业管理者转向价值创造者;例如,常州项目通过求精求准招商逻辑注入新鲜内容,解决内容迭代痛点。这些实践为服务商提供可复制的框架。

文章阐述了平台运营、招商策略和风险管理的干货,平台商可借鉴吾悦做法。重点在平台需求、运营优化和风向把控。

1. 商业对平台的需求和问题:需高频触达用户并保持客流稳定,吾悦通过体系化活动如“周周有花样”全年办上万场,解决用户粘性问题;同时,资产焕新需求大,投入4亿元升级88项目,提供养护方案。

2. 平台的最新做法和招商:经营五步法重塑角色,从管理转向增长合伙人;招商求精求准,如常州金标项目吸引首店经济,刷新区域记录;2025年新开5个项目,焕新2个,展示平台扩张策略。

3. 运营管理和风向规避:与国家战略同频(如县域布局),减少外部风险;活动如ROSÉ快闪升维文化事件,规避单点营销风险;数据上,会员超5000万,客流20亿,证明运营有效性。这些做法确保平台稳健发展。

文章提供了产业动向、政策启示和商业模式的干货,研究者可分析新问题和发展路径。核心在战略同频和创新模式。

1. 产业新动向:零售商业地产承压下转型,吾悦进入县域市场(近60个城市如瑞安、孝感),响应国家县域经济战略,县域贡献GDP近40%;同时,首店经济、智慧商业和低碳建筑是突破点,显示行业趋势。

2. 政策法规建议和启示:深度同频国家“建设强大国内市场”宏观战略,将扩大内需转化为消费活力;如2025年投入超10亿元营销资源,携手品牌推动内需,提供政策响应案例。

3. 商业模式:住宅+商业双轮驱动模式完成全国布局;经营五步法创新管理,定义价值创造型组织;骆驼精神(韧性、耐力、方向感)构建长期主义哲学,如通过焕新和营销实现确定性增长。这些点启发对新问题的探索,如行业转型路径。

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Quick Summary

The article deciphers the core "Camel Spirit" driving Seazen Holdings' Wuyue Commercial Management growth in 2025, built on three pillars: resilience, endurance, and direction. It provides strategic methods, key data, and practical cases to illustrate how the company withstands industry volatility and achieves steady growth.

1. Resilience Pillar: Achieved double-digit footfall growth through nationwide marketing campaigns like the "I Love You·May" event with Liu Genghong setting a Guinness World Record. Collaborations with top IPs (e.g., ROSÉ pop-up) elevated single campaigns into cultural phenomena, with the Changzhou Septwolves event boosting sales by nearly 130% YoY. These high-frequency activities foster emotional connections with users.

2. Endurance Pillar: Relies on the "Five-Step Operation Method" (optimize space, curate content, select brands, boost sales, share profits) to manage projects throughout their lifecycle. This ensures high-quality launches for new projects and sustained renewal for existing ones. For example, a ¥400 million investment in 2025 revitalized 88 projects, with the Changzhou Wujin Wuyue Plaza upgrading 135 brands to set a regional record and maintain consumer appeal.

3. Direction Pillar: Aligns with national strategies by proactively expanding into county-level cities like Kunshan and Rui'an to stimulate local consumption. In 2025, over ¥1 billion in marketing resources were deployed alongside 30,000+ brands to boost domestic demand, with full-year sales projected to exceed ¥100 billion. Major holiday campaigns garnered coverage from CCTV. These three pillars collectively form a deterministic growth path for the enterprise.

The article offers actionable insights from Wuyue Commercial Management on brand marketing, channel development, and consumer trends, providing direct reference value for brands. Focus areas include collaboration models, user behavior, and market response.

1. Brand Marketing Strategy: Systematic campaigns like the health-themed "I Love You·May" event with Liu Genghong created world records, elevating them into social phenomena that drove increases in both footfall and sales. The regular "Weekly Variety" program, hosting tens of thousands of events annually, enables deep user interaction, demonstrating a replicable activity framework.

2. Brand Channel Development & Collaboration: Partnerships are mutually beneficial, exemplified by the Changzhou project's collaboration with Septwolves on the "Shijie Jacket Festival," leveraging endorser Yu Shi's influence to achieve over 20% YoY project footfall growth and nearly 130% sales increase for the brand store. Annually, Wuyue collaborates with over 30,000 brands, investing more than ¥1 billion resources to strengthen channel development.

3. Consumer Trends & User Behavior: Insights into the 'first-store' economy and format iteration are key; for instance, the Changzhou Gold Label project attracted consumer spending through brand upgrades. Data shows a membership base exceeding 50 million, and a systematic IP matrix (e.g., ROSÉ pop-up) effectively targets youth trends, proving marketing's ability to generate social resonance. These cases illustrate how emotional connections enhance market performance.

The article reveals market opportunities, collaboration models, and risk mitigation strategies, helping sellers identify growth areas and countermeasures. The core focus is on policy response, new opportunities, and partnership models.

1. Policy Interpretation & Growth Markets: Responding to the national strategy of "building a strong domestic market," Wuyue proactively entered county-level cities like Kunshan and Rui'an, which account for nearly 40% of national GDP and hold significant potential. With a presence in nearly 60 such cities and holiday performances covered by CCTV, Wuyue offers opportunities for sellers to explore new markets.

2. Evolving Consumer Demand & Opportunities: The 'first-store' economy and format iteration are key growth drivers. The Changzhou project's refresh of 135 brands set new records. New openings (5 planned for 2025) and renovation projects (2 planned) create partnership opportunities, while smart commerce and low-carbon buildings represent future breakthrough directions.

3. Collaboration Models & Risk Warnings: The mutually beneficial partnership model sees Wuyue collaborating with over 30,000 brands in 2025, investing over ¥1 billion in marketing resources to stimulate domestic demand. Risk mitigation is achieved through the "Five-Step Operation Method" (e.g., the 'boost sales' step) ensuring stable operations. Asset upkeep, like the ¥400 million investment to refresh 88 projects, reinforces long-term certainty. These strategies provide a learnable growth framework for sellers.

The article provides practical insights on product design requirements, commercial opportunities, and digitalization implications, offering reference value for factories. Key focuses are production linkages and market entry points.

1. Product Production & Design Demand: Space optimization is core. The 'optimize space' step within Wuyue's "Five-Step Operation Method" emphasizes mall layout improvements, as seen in the Changzhou Gold Label project's renovation exceeding 23,000 sqm involving brand upgrades. This suggests factories should focus on commercial space design to meet renovation demands.

2. Commercial Opportunities: Expansion into county markets provides new entry points. Wuyue's presence in nearly 60 counties like Kunshan and Qidong establishes them as local quality lifestyle destinations. New projects (5 in 2025) and refurbishment opportunities (e.g., ¥400 million to upgrade 88 projects) generate product supply demand, driven by the 'first-store' economy and format iteration.

3. Digitalization & E-commerce Implications: While not detailed explicitly, mentions of smart commerce as a future breakthrough direction and Wuyue's refined member services hint at integration opportunities for digital solutions. Furthermore, the systematic approach of the "Five-Step Operation Method" (e.g., 'curate content' step) inspires optimization of e-commerce processes. These points help factories grasp commercial transformation opportunities.

The article showcases industry trends, client pain points, and solutions, enabling service providers to identify service directions. The core lies in trend insight and problem-solving.

1. Industry Development Trends: Smart commerce, low-carbon buildings, and the 'first-store' economy are future priorities, areas where Wuyue plans breakthroughs. Simultaneously, county-level expansion aligns with national strategy, with entry into 60 counties by 2025 driving consumption upgrades and highlighting the potential of lower-tier markets.

2. Client Pain Points: Assets require continuous renewal to maintain appeal; Wuyue's ¥400 million investment in upgrading 88 projects addresses aging issues. The industry-wide pressure necessitates transformation, for which the "Five-Step Operation Method" (e.g., 'share profits' step) offers a full lifecycle management solution.

3. Solutions: The "Five-Step Operation Method" (optimize space, curate content, select brands, boost sales, share profits) is a scientific methodology helping clients transition from property managers to value creators. For instance, the Changzhou project's precise and refined tenant selection logic injects fresh content, solving the pain point of content iteration. These practices provide a replicable framework for service providers.

The article elaborates on platform operations, tenant acquisition strategies, and risk management, offering practices for marketplace operators to learn from. Key focuses are platform demands, operational optimization, and trend navigation.

1. Commercial Demands & Platform Challenges: Platforms require high-frequency user engagement and stable footfall. Wuyue addresses user stickiness through systematic activities like the "Weekly Variety" program hosting tens of thousands of events annually. Significant asset renewal needs are met with investments like ¥400 million to upgrade 88 projects, providing maintenance solutions.

2. Latest Platform Practices & Tenant Acquisition: The "Five-Step Operation Method" redefines the platform's role from manager to growth partner. Tenant acquisition emphasizes precision and quality, as seen in the Changzhou Gold Label project attracting 'first-store' economy brands and setting regional records. The plan to open 5 new and renovate 2 projects in 2025 demonstrates platform expansion strategy.

3. Operational Management & Risk Mitigation: Aligning with national strategies (e.g., county-level expansion) reduces external risks. Activities like the ROSÉ pop-up, elevated to cultural events, mitigate the risks of single-point marketing. Data, including over 50 million members and 2 billion annual footfall, validates operational effectiveness. These practices ensure the platform's robust development.

The article provides insights into industry movements, policy implications, and business models, enabling researchers to analyze new issues and development paths. The core lies in strategic alignment and innovative models.

1. New Industry Dynamics: Under pressure, retail commercial real estate is transforming. Wuyue's entry into county markets (nearly 60 cities like Rui'an, Xiaogan) responds to the national county economy strategy, with counties contributing nearly 40% of GDP. Concurrently, the 'first-store' economy, smart commerce, and low-carbon buildings are key breakthrough areas, indicating industry trends.

2. Policy & Regulatory Implications: Deep alignment with the national macro-strategy of "building a strong domestic market" translates expanding domestic demand into consumption vitality. The case of deploying over ¥1 billion in marketing resources with brands in 2025 to stimulate domestic demand provides a model for policy response.

3. Business Model: The dual-driver model (residential + commercial) has completed a national layout. The innovative "Five-Step Operation Method" defines a value-creating organization. The "Camel Spirit" (resilience, endurance, direction) constructs a long-term philosophy, achieving deterministic growth through renewals and marketing. These points inspire exploration of new questions, such as industry transformation paths.

Disclaimer: The "Quick Summary" content is entirely generated by AI. Please exercise discretion when interpreting the information. For issues or corrections, please email run@ebrun.com .

I am a Brand Seller Factory Service Provider Marketplace Seller Researcher Read it again.

当节假日的消费高峰退去,我们需将目光投向更为广阔的商业图景与更长的时间维度。2025年,在零售商业地产行业整体承压、积极探索转型的大背景下,为何新城控股旗下的吾悦商管,2025全年总客流能突破20亿、会员规模超5000万,并推动商业运营收入在复杂环境中实现稳步增长?它抵御周期、构筑长期确定性的底层支撑,究竟是什么?

答案,深植于这家企业的文化基因。若将充满挑战与不确定性的行业环境喻为一片广袤沙漠,新城控股恰似一支目标明确、步伐坚定的骆驼商队,它所仰赖的“骆驼精神”,体现在运营韧性、发展耐力,以及战略方向感,在其指引下,吾悦商管走出了一条稳健而可持续的发展路径。

01.韧性:逆风中的稳定器,源于对“与人欢喜”的深度践行

韧性直接的体现,是穿越行业波动的财务表现与运营健康度;新城控股的“骆驼精神”,在商业板块表现为这种逆风而行的稳定能力。

规模的有序扩张,直接驱动了收入的持续增长。根据上市企业半年报公开数据,截至2025年6月30日,新城控股吾悦商管在营购物中心达174座,位居上市企业规模第二,已跻身国内商业地产运营商的头部阵营。据悉,截至2025年底,吾悦商管已进驻141个城市,在营吾悦广场达178座。

2025年前三季度,吾悦广场商业运营总收入达105.11亿元,同比增长10.82%。商业板块毛利占比显著提升,对新城控股整体盈利形成有力支撑,也是其持续前行的坚实底气与韧性根基。

“与人欢喜”的深度践行,在于其与消费者建立的深层情感链接。

一方面,吾悦商管通过体系化的营销活动,高频触达并持续陪伴用户。2025年,“我爱你·五月”以“爱健康”为主题,联合全民健身教练刘畊宏,成功发起“最多人同时线上线下跳操”吉尼斯世界纪录™挑战,将商业活动升维为席卷全国的社会性健康倡导,并取得了客流和销售双位数提升的佳绩。

此外,常态化运营的 “周周有花样” 活动,全年举办上万场,吾悦广场通过持续的深入互动,实现长久陪伴。

另一方面,吾悦持续与外部顶流IP合作,将单点营销升维为具有社会影响力的文化事件,证明其温度叙事能与最前沿的青年潮流同频共振。在常州武进吾悦广场(首个金标项目),通过联动七匹狼打造“适界夹克节”,借品牌代言人于适的势能,活动当天项目客流及销售实现同比超20%的增长,七匹狼门店当天销售额更实现同比近130%的大幅提升。在成都龙泉驿吾悦广场,成功举办国际音乐巨星ROSÉ(朴彩英)个人专辑《rosie》快闪中国年度收官站,将商业合作锻造为席卷全城的文化盛事。

“全国在营的178座吾悦广场以高水准运营筑牢发展根基。“ 正如新城控股董事长王晓松在2026新年致辞中提到,“我们正携手广大合作品牌和会员,共同构建有爱的,不一样的吾悦。“

02.耐力:穿越周期的底气,源自以“专业匠心”构筑的长期资产

耐力,是做时间的朋友,是战略定力在时间维度上的兑现。

起步于常州,经过三十余载的深耕与转型,新城控股秉持着“住宅+商业”双轮驱动的运营模式,吾悦商管已基本完成全国重点城市群、重点城市的全面布局,产品协同和战略纵深逐渐落地。

2025年,吾悦商管新开5个项目,焕新升级2个项目(常州武进吾悦广场、海口吾悦广场),继续深耕优势市场。

如果说“耐力”回答了“为何能坚持”,那么“专业匠心”则回答了“如何能坚持卓越”。这份匠心,不仅体现在对商业的深度观察,对细节的极致打磨,更在于其将企业构建为一个具有持续学习力与进化能力的生命体。

赢商网注意到,吾悦商管在经营上的核心优势,在于其拥有一套贯穿商业项目全生命周期的、兼具科学方法论与强大执行力的运营体系—— 「经营五步法」(建好空间、组对内容、找到品牌、做高销售、分享收益)。这套方法不仅定义了工作的标准流程,更从根本上重塑了商管团队的角色:从物业管理者转变为价值创造者与增长合伙人。

从资产结构来看,吾悦商管运营商场平均开业年限约4.48年,整体相当“年轻”,业绩增长预期确定性很强。对于新开&年轻项目,经营五步法是实现高质量起步与确定性强增长的“导航仪”, 从“建好空间”开始兑现承诺,确保每一个新项目从开业之初,就有清晰的定位和可预期的增长轨迹。

对于存量项目,经营五步法则是其持续焕新、价值迭代的“进化引擎”。 新城控股2025年投入4亿元进行88个商业项目的焕新升级,正是对核心资产的长期“养护”,确保绿洲的繁荣可持续。

其中,常州武进吾悦广场以“全国首座金标吾悦”的标杆姿态在2025年6月27日焕新开业,交出存量焕新高分答卷。以“首店经济+业态迭代”破局,凭借135家品牌升级(焕新面积超2.3万㎡)的魄力创下区域商业改造规模记录,以“求精求准”的招商逻辑持续注入新鲜内容,让运营13年的商业体始终保持“常逛常新”的消费吸引力。

吾悦商管所构建的长期运营耐力,其内核正是对商业本质的深刻回归与核心能力的持续聚焦。这完全印证了王晓松提出的战略定力:“始终回归本质,聚焦核心能力建设,以自身的确定性应对外部的不确定性。”

03.方向感:向绿洲前行,与国家战略同频、与品牌双向奔赴

方向感,是穿越周期迷雾、向着确定性未来稳步前行的能力。新城控股的“骆驼精神”,最终体现为这份清晰的战略定力——将企业的发展路径,主动嵌入国家“建设强大国内市场”的宏观战略,执着地向“服务内需、创造价值”的绿洲前行。

这份同频,首先体现为企业战略与国家蓝图的高度同频。

《经济日报》文章显示,县域以全国约90%的国土面积和52%的人口,贡献了全国经济总量的近40%,蕴藏着巨大的发展潜能。在这一国家战略布局中,吾悦商管已前瞻性地进入了近60个县域城市,如昆山、如皋、瑞安、启东等地,吾悦广场已成为当地市民品质生活的首选目的地,有力推动当地经济发展、激发消费市场。

在2025年国庆、2026年元旦等重要消费节点,浙江瑞安、湖北孝感、浙江南浔,以及江苏新沂、高邮等地的吾悦广场,凭借出色的节庆氛围营造与客流表现,连续获得央视新闻的报道与肯定。

这份同频,更体现在真金白银的投入以及与品牌的双向奔赴,实现将扩大内需的号召转化为可触达的消费活力与情感连接。2025年,吾悦商管全年投入超10亿元营销资源,并携手3万余个品牌,通过持续的营销活动、以市场化的实际行动,丰富消费供给、激发消费潜能,奔赴与时代共进的、确定性的未来。赢商网获悉,吾悦商管2025年全年销售额预计突破千亿元。

正如王晓松提出“我们要做时代的共振者”。未来,吾悦商管将主动锚定高质量发展,持续打造优质商业空间,激发多元消费活力,深化对5000多万会员的精细化服务;在首店经济,智慧商业,低碳建筑等领域持续突破,让吾悦广场成为促进商业消费和提升社会服务水平的重要载体。

回顾2025年,新城控股凭借“韧性、耐力、方向感”构成的“骆驼精神”行稳致远:

■ 运营韧性,源自于 「与人欢喜」 的深度践行,通过全国联动的事件营销、精细化会员运营、体系化的IP矩阵,与消费者建立情感连接与深度信任;

■ 发展耐力,沉淀于「专业匠心」的行业深耕,通过「经营五步法」的落实、持续驱动商业迭代与焕新,展现了打造可持续价值创造型组织的决心;

■ 战略方向感,体现为「双向奔赴」的长期主义,通过与国家政策深度同频、与品牌结成增长同盟,锚定了向社会价值共创者与时代共振者升维的角色;

三者共同定义了一种长期主义哲学,即围绕“创造确定性价值”持续加深护城河。

“深耕厚植、守正创新”,是新城控股为2026年锚定的年度主基调。这一基调正是其核心 “骆驼精神” 在新时代的生动写照——它诠释在风沙变幻中,不仅始终凝视绿洲的方向(守正),而且灵活调整每一步跋涉的节奏与策略(创新)。正如骆驼依靠韧性、耐力与方向感穿越沙漠,新城正凭借这份内在的“精神罗盘”,稳健迈向未来确定的绿洲。

注:文/Echo&Susan,文章来源:赢商网(公众号ID:winshang),本文为作者独立观点,不代表亿邦动力立场。

文章来源:赢商网

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