中国便利店“开店王”：一年净增4095家，月均服务超过2.5亿人次

Core Insights - The convenience store sector in China continues to experience rapid growth, with a total of 196,000 stores among the top 100 companies, reflecting a net increase of 14,000 stores year-on-year, representing a growth rate of 7.7% [1][3][5] Group 1: Market Overview - The convenience store format is the closest retail model to consumers, providing a wide range of products and services, which has led to strong market demand despite the decline of hypermarkets and department stores [1] - The top 100 convenience store companies have a combined store count of 196,000, with an entry threshold of 129 stores, indicating a competitive landscape [1][3] Group 2: Industry Concentration - There are 38 companies with over 1,000 stores, an increase of 7 from the previous year, indicating a trend towards higher industry concentration [3] - The top 20 companies account for 148,128 stores, representing 75.57% of the total, while the top 10 companies hold 124,066 stores, a year-on-year increase of 8,325 stores (7.19%) [3][6] Group 3: Leading Companies - Meiyijia remains the largest convenience store chain in China, with 37,943 stores, a net increase of 4,095 stores, averaging 11.2 new stores opened daily [8][9] - The top three companies, Meiyijia, Yijie, and Kunlun Haoke, have store counts exceeding 10,000, with Kunlun Haoke experiencing a decrease of 80 stores to 19,700 [6][8] - Lawson continues to be the leading foreign convenience store brand in China, with 6,652 stores after a net increase of 332 stores [5][6] Group 4: Future Outlook - Meiyijia aims to expand its store count to over 39,000 by April 2025, while Lawson has set a target of reaching 10,000 stores by the end of 2025, although achieving this goal may be challenging [8][5]