再开100家新店 盒马CEO：看好内需消费并对零售业充满信心

Core Insights - Hema Fresh plans to open nearly 100 new stores within the fiscal year, expanding into over 50 new cities, which will bring the total number of stores to over 500 [1][3] - The company has experienced significant growth, with a reported GMV of 75 billion RMB, ranking third among supermarkets in China [1] - Hema's rapid expansion and introduction of global quality products reflect a positive outlook on domestic consumption trends [3][9] Store Expansion - Hema Fresh has opened its first stores in several cities including Taizhou, Suzhou, Tianjin, Tangshan, and Suining in the first half of the year [3] - The company has defined a new generation of supermarkets with features like seafood, fresh produce, and self-checkout, becoming a standard in the industry [3] - The focus for 2024 will be on Hema Fresh and community discount stores, aiming for faster and healthier growth [3] Membership Growth - Hema has integrated into the Taobao 88VIP system, resulting in a doubling of its membership numbers, indicating a vibrant consumer market [5] - The Hema X membership program offers benefits such as discounts and exclusive coupons, enhancing customer loyalty [5][6] - The influx of over 50 million Taobao 88VIP members is expected to accelerate Hema's membership growth significantly [5] Product Quality and Supply Chain - Hema has invested in building a robust direct sourcing system, establishing 8 supply chain centers and over 300 direct sourcing bases [7] - The company aims to provide high-quality products at competitive prices, enhancing the shopping experience for consumers [9] - Hema's strategy includes leveraging technology and innovation to offer better products and services [9]