不动产与空间服务行业:近期西南、东南地区商业调研反馈

中金公司
24 Jul

行业近况6-7 月期间,我们于成都、重庆、厦门三城共调研新城控股(601155)、大悦城控股(000031)和龙湖集团(0960)共计七座购物中心。评论我们近期调研7 座购物中心,其中3 宗成熟商业(成都项目A、C项目和重庆F)和4 宗成长及开业初期资产(成都项目B、D项目、重庆项目E、厦门G项目),我们发现各商管公司项目具备一些共性特征,恰反映的是公司商业运营理念,具体调研结果如下:大悦城:走...

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