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盒马CEO严筱磊上任后首次亮相:今年将开100家新店,接入88VIP体系后会员数翻倍增长
Sou Hu Cai Jing·2025-08-07 04:44

Core Insights - The new CEO of Hema, Yan Xiaolei, announced plans to open nearly 100 new stores within the fiscal year, aiming to exceed a total of 500 stores [1] - Hema has seen a doubling of its membership numbers after integrating its membership system with Taobao's 88VIP [3] - Hema has shifted its focus to its main business models, Hema Fresh and community discount stores, while closing its X membership stores [4] - The company achieved its first annual profit in the last fiscal year, with a projected GMV of over 75 billion yuan for the fiscal year 2025 [5] Group 1 - Hema plans to open nearly 100 new stores, aiming for a total of over 500 [1] - The integration with Taobao's 88VIP has led to a doubling of Hema's membership [3] - Hema is focusing on Hema Fresh and community discount stores, closing the last X membership store [4] Group 2 - Hema achieved its first annual profit, with a projected GMV of over 75 billion yuan for fiscal year 2025 [5] - The company ranked third in China's supermarket sector based on GMV, following Walmart China and RT-Mart [5] - Hema aims to enhance customer experience through technology and innovation while expanding its store network [5]