10月30日，南京百年商圈湖南路的核心位置，苏宁易购山西路店以“Suning NEXT未来空间”全国首店的全新身份开启试营业。机器人、机器狗集中亮相，超过800平米的巨型大屏亮出“我爱湖南路”五个大字——这家新店既是苏宁易购面向下一代零售的重新提案，也是湖南路商圈系统性焕新计划中首个升级亮相的复合型商业项目。
物理AI消费新入口：一家“不一样”的店
与传统家电卖场的品类陈列不同，Suning NEXT未来空间在空间组织逻辑上进行了彻底重构，将门店重组为AIDEA、SUPER LEO PARK超级里奥运动超乐场、CM苏宁超买、myHOME私享家四大核心模块，融合前沿科技、运动娱乐、社交互动、应用创作与家庭消费，致力于打造“物理AI时代的生活方式体验空间”。
其中，AIDEA模块是整座门店的“科技心脏”，落地南京首个规模化具身机器人体验中心，仿生机器人、人形跳舞机器人、人形拳击机器人、陪伴机器人、乐队机器人、车载机器人、智能花盆植物机器人、编程机器人、全屋移动监控家庭机器人及机器狗等多品类集中亮相，机器人对弈、制作咖啡和冰淇淋、机器狗越障表演等成为商业服务体系的有机组成部分。店内特设AI LAB众筹专区，通过新品首发、真实试用、场景组合、用户反馈与消费转化，充当AI新物种走向市场的“首发孵化器”；OPC（一人公司）AI应用专区还免费提供token供消费者现场体验AI内容创作，让消费者用身体感受、用AI创造、用亲身体验作出判断。
其余三大模块同样看点十足：SUPER LEO PARK定位年轻力中心，拥有超1万平米室内游乐场，引入全球首发三层穿越式AI卡丁车、江苏省首个MIRRA社交空间、江苏省内首家HYROX赛事器械场景；CM苏宁超买作为硬折扣超市，主张“让好商品回归好价格，从先锋尝鲜走向大众日常”；myHOME私享家则集合100+头部家电品牌，提供全屋智能体验与全链路管家服务。
为了让消费者更直观地感受新业态，试营业期间，门店打造了融合先锋书店、鸡鸣汤包及非遗产品的文化美食市集，并安排机器人戏曲、乐队、拳击等表演，以“科技+文化+烟火气”的沉浸式场景让消费者边逛边玩。
门店升级背后的经营韧性：“试验田”与“改写者”
把目光拉回湖南路。这条始建于1927年的街道，上世纪90年代曾荣获“百城万店无假货”殊荣并获评“中国十大商业街”，后因商业形态落伍陷入连续十多年的沉寂，直至2021年系统性有机改造工程全面启动，以AI消费、青年潮流、时尚酷玩为新标志开始逐步获得关注。自2003年落子湖南路商圈以来，苏宁山西路店在苏宁体系内一直是线下零售创新的“试验田”，对商圈而言则是改写便民小商业街格局的“重要角色”。从构建南京核心家电专业卖场，到“Expo超级店”线下体验化转型，到全国首家苏宁云店打通线上线下全品类、成就O2O模式标杆，在商圈围挡调整期维持核心商业活力，再到“Suning Pro”场景化门店升级为“家电博物馆”——此次以Suning NEXT全国首店第六次迭代亮相，成为新湖南路商圈“开街”前夕首个升级亮相的核心商业体，其“试验田”与“改写者”的双重角色愈发亮眼。
全新业态精准契合了湖南路从传统商业街转向“年轻力+数字消费”新商圈的焕新目标：消费者在这里获得的不再是目的性消费的满足感，而是真实体验、情绪唤起和参与互动带来的欣快感。业内观察人士认为，Suning NEXT通过空间组织逻辑的重构与物理AI场景的落地，有效盘活了存量商业资产，为实体零售在“人工智能+消费”与消费“三新”背景下的转型提供了极具价值的实践样本；山西路店也将与这条百年商业街一道，共同擘画南京老城区商业有机更新的新画卷。
山西路店的热闹并非孤立事件。10月28日，苏宁易购发布2026年第三季度报告：在行业整体承压的背景下，公司前三季度实现归属于上市公司股东的净利润5411.7万元，第三季度扣非净利润环比大幅减亏43.37%，截至三季度末，总负债规模较期初减少136.52亿元，资产负债率较期初下降1.6个百分点。从财报披露信息看，苏宁易购的新旧动能正在同频进阶：一二线市场推动门店从商品交易场所向生活方式入口升级，山西路店正是这一战略从纸面走向现实的落点，与此同时，前三季度总费用同比下降18.62%，降本增效为业态创新留出了资源空间。稳健的经营基本面，让这家新店有了更足的底气——它不只是“尝鲜”的概念店，而是公司把资源向高价值零售场景倾斜、以AI赋能全链路业务的实体表达。
眼下，双11大促如火如荼，苏宁易购联合头部家电3C品牌全面开启万店同庆活动，“1031星期六闭店团购日”预约通道上线以来累计预约人数已突破100万。从一份盈利改善的三季报，到山西路上一个热气腾腾的未来空间，苏宁易购正以主动求变求新的姿态“踏准节奏”更“带动节奏”，在AI驱动的智能消费升级浪潮中打开新的想象空间。
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On 30 October, Suning's West Road shop, located at the heart of the 100-year business circle South Lake in Nanjing, opened its trial as a brand-new national premiere of the Suning NEXT Space. The robot, the robot, the dog, and the giant screen, more than 800 square metres, reveals the five big words of "I love the south road of Lake" -- The new shop is both a re-proposal for Suning for the next generation of retail sales and the first complex business upgrade of the Hunan Road Business System Renewal Project.
Physical AI consumption new entrance: a “different” shop
Unlike the traditional electronics market, Suning NEXT ' s future space has undergone a thorough re-engineering of space organization logic, reorganizing the door shop into the AIDEA, SUPER LEO PANK Super-Rio Stadium, the CM Sunning Super Buy, and the four core modules of myHOME privy, combining cutting-edge technology, sports and entertainment, social interaction, applied creative and household consumption, and working to create a “life experience space for physical AI age”.
Among them, the AIDEA module is the “scientific heart” of the entire store, the first centre of experience in Nanjing's big-scale robotics, imitating robots, human-style dancing robots, human-shaped robots, accompanying robots, band robots, car-mounted robots, intelligent flower-basket plant robots, programming robots, house-wide mobile monitoring of family robots and dogs, and robotics playing, making coffee and ice cream, and decoupling dog performances are integral parts of the commercial service system. The ad hoc AI LAB collection area in the shop serves as a “starter incubator” for new AI species to market through the launch of new products, real trials, scenario combinations, user feedback and consumer transformation; the OPC (one company) AI application area also provides free token to consumers to experience AI content creation on site, allowing consumers to judge with physical feelings, creation with AI, and personal experience.
The other three modules are equally focused: the SUPER LEO PARK Positioning Young Power Center, which has over 10,000 square metres of indoor playgrounds, and the introduction of a three-storey, cross-Aicardin, the first Mirra social space in Jiangsu province, and the first HIROX game equipment scene in Jiangsu province; the CM Suning Super Buy as a hard-discount supermarket, which advocates “getting good goods back to good prices and moving from the vantage point to the popular day”; and MyHOME privateists, which brings together 100+ head-on electric brands to provide home-wide AI agent testing and full-chain plumber services.
In order to give consumers a more intuitive sense of the new business, during the trial, the shop created a cultural food fair combining pioneer bookstores, chicken soup buns and non-inheritance items, and arranged performances such as robotic dramas, bands, boxing, etc. to allow consumers to hang out with the immersion scene of “Technology+Culture+Smoke”.
Operating resilience behind the upgrade of the door shop: “test field” and “rewriter”
Put your eyes back on Lake South Road. This street, which began in 1927, was awarded the “100 million-dollar shop without counterfeit goods” in the 1990s, and was awarded the “Ten China Business Streets”, after which it fell into a state of silence for more than a decade because of business patterns, until 2021, when the systematic organic retrofitting project was fully launched, gradually gaining attention as a new sign of consumption by AI, youth tides and fashion. Since the fall of the South Loch Lodge in 2003, Sunin Hill West Road has been a “test field” for off-line retail innovation within the Suning system, and a “player role” for the business community in rewriting the pattern of small business streets for the people. From the construction of the Nanjing Core Electric Market, to experience transformations under the "Expo Super Shop" line, to the nation's first Suning Cloud Shop to open up full-text and achieve the O2O model pole, to maintain its core business dynamism during the business block adjustment period, and to upgrade the Suning Pro site to a “house electric museum” — this time with the sixth-term look of the Suning NEXT National First Shop — to become the first to upgrade the core of the business on the eve of the “opening the street” of the New Lake South Road.
The whole new business is fine-tuned to the new business circle of Hunan Road, moving from traditional business streets to “young power + digital consumption”: what consumers gain here is no longer the satisfaction of purposeful consumption, but the joy of real experience, emotional agitation and participation. Industry observers believe that Suning NEXT, through the recasting of space organization logic and the landing of a physical AI scene, effectively lives up to its stock of commercial assets and provides a valuable practice of sample for physical retailing in the context of the “Advanced Intelligence+Consumer” and consumption; Shanxi Road will also be working with this 100-year-old commercial street to map a new volume of commercial organic renewal in the Old Nanjing City.
It is not an isolated incident. On 28 October, Suning ordered the third quarter of publish2026 report: Against the background of overall industry undercutting, the company achieved net profits of $5.4117,000 attributable to shareholders in listed companies in the first three quarters, with a significant decrease of 43.37 per cent in the third quarter, with the deduction of the non-net profit ring. By the end of the third quarter, total liabilities had decreased by $13.652 billion compared with the beginning of the period and the asset liability ratio by 1.6 percentage points compared with the beginning of the period. According to the financial disclosure, the new and old dynamic energy acquired by Sunin is moving at the same pace: the second-line market pushes the door shop to upgrade from a commodity-trading location to a lifestyle entry, and Shanxi Road is where this strategy moves from paper to reality, while the total cost for the first three quarters has fallen by 18.62 per cent over the same period, leaving a resource space for business innovation. It's a solid business base, and it's giving the new store a bigger base. It is not just a “smoothing” concept shop, but rather an entity where the company has shifted its resources towards a high-value retail scene and expressed itself as an AI-enabled full-link business.
At the moment, two 11s are in a state of shock, Suning has purchased a joint head 3C brand to open a full-time shop and the cumulative number of appointments has exceeded 1 million since Saturday's closing date. From a profitable, improved tri-quarterly newspaper to a hot future on the western road, Suning is buying a new “step-up” and “driving” attitude that opens up a new imagination in an AI-driven wave of smart consumption escalation.
Auto-fetched and translated by AI Atlas. All rights belong to the original author.