深圳香蜜湖沃尔玛敲定改造，超20年老牌商超将变身高端商业综合体？

每日经济新闻06-05

每经记者｜陈荣浩每经编辑｜张益铭近日，《2026年深圳市福田区城市更新单元计划第一批计划（草案）》正式公示，香蜜湖街道沃尔玛片区城市更新单元成为本次计划唯一上榜项目。这意味着陪伴深圳市民近20年的香蜜湖沃尔玛，即将迎来旧改升级进程。该商超坐落于福田区侨香路与香梅路交汇处，紧邻地铁2号线香梅北站，是深圳规模最大的双层沃尔玛商超之一，占地约3万平方米。根据公示文件，...

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摄香蜜湖沃尔玛承载着深圳零售行业的初代探索记忆。1996年，沃尔玛正式布局中国市场，将中国总部落地深圳，成为外资零售入局的标志性事件。彼时，沃尔玛同步在深圳开出两家门店，其中坐落于香梅北路的门店，正是全国首家山姆会员店，开创性引入付费会员制消费模式。在当年全民月薪仅数百元的时代，150元主卡、50元副卡的年度会员费，让这家门店成为深圳的高端消费地标。“景田板块大型商业并不多，沃尔玛属于板块内的民生型大型商业龙头。”在深圳福田景田片区生活多年的谢先生告诉记者，香蜜湖沃尔玛店的前身是国内首家山姆会员店。商超仍正常营业中  图片来源：每经记者 陈荣浩 摄记者注意到，这家初代山姆店一度创下全球山姆会员店单日销售额最高纪录，见证了深圳特区商业经济的蓬勃起步。亮眼的开局之下，时代适配性的短板逐渐显现，最终促成了项目第一次业态更迭。20世纪90年代末，深圳私家车尚未普及，公共交通配套有限，彼时的香蜜湖、景田片区仍属于城市近郊地带，区位配套相对薄弱。图片来源：《深圳口述史》历经9年运营后，2005年底，这家全国首家山姆会员店正式宣告搬迁，落户如今的福田印力中心。原址经过全方位改造，于2006年转型为面向大众消费的沃尔玛购物广场，从高端精英会员商超，转变为服务周边居民的社区商业配套，完成了第一次贴合城市民生的业态转身。本次纳入福田区级城市更新计划，标志着该地块即将迎来第三次业态升级。图片来源：深圳市福田区住房和建设局记者注意到，此次项目由沃尔玛自主申报改造，拟拆除用地3.47万平方米，整体以综合商业为开发方向，规划建设涵盖高端商业、办公、精品酒店的全自持综合体项目，地块原有运营近二十年的双层大卖场业态将就此落幕。依据官方管控规则，项目须拿出不低于拆除面积15%、且保底不少于3000平方米的用地配建市政及公益性配套设施，弥补景田片区公共配套缺口。项目全程无外部房企参与拿地开发，规划新建的全部商业、办公、酒店物业均由沃尔玛自持运营。从1996年国内首家山姆会员店落地，到2006年转型便民沃尔玛大卖场，再到本次综合体改造，地块接连完成三轮业态迭代，契合香蜜湖片区城市发展升级方向。香蜜湖沃尔玛为何选择启动旧改？“该转型并非个案，已是全球零售业发展大势。沃尔玛、家乐福、宜家等企业纷纷依托自有物业运营或资产重组，形成‘不动产运营+零售主业’双轮驱动模式，破解传统大卖场增长瓶颈。”6月4日下午，百联咨询创始人庄帅向记者分析表示。除了行业发展趋势的变革外，土地价值的升值，或许也是项目敢于更新的重要底气。该地块地处香蜜湖核心区位，是地铁口绝版优质地块，占地面积达3万平方米，属于福田核心区稀缺的大面积商业用地。但记者探访了解到，目前项目仅为两层低矮商超建筑。香蜜湖沃尔玛周边住宅集聚度极高，紧邻特发小区、嘉隆星苑、翔名苑、东方玫瑰花园等成熟居住社区，二手房销售均价普遍在8.6万元/平方米～9.9万元/平方米。香梅北板块部分二手房房源挂牌情况  图片来源：链家网据链家网数据，特发小区的二手房销售均价为9.9万元/平方米；东方玫瑰花园的二手房销售均价为9.51万元/平方米；嘉隆星苑的二手房销售均价为8.69万元/平方米。庄帅表示，沃尔玛的独有优势在于依托现有门店沉淀客流、精准把握本地消费特征，项目现阶段保持正常营业；短板则是缺乏商业地产开发与运营经验，后续不排除引入合作伙伴；另外若全部自持的话，自持资金规模大，还会面临一定的宏观资金与市场风险。封面图片来源：每经记者 陈荣浩 摄\n\n\n海量资讯、精准解读，尽在新浪财经APP","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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