十年闯入中国连锁商超前三 盒马今年将新开100家新店

Core Viewpoint - Hema plans to open nearly 100 new stores within the fiscal year, expanding its presence in over 50 cities, which will increase the total number of Hema Fresh stores to over 500 [2][3][12]. Group 1: Expansion Plans - Hema's CEO, Yan Xiaolei, expresses confidence in the vast potential of China's domestic consumption market and aims to meet the growing consumer demand for a better life [4][5]. - The company has shifted its focus to Hema Fresh and community discount stores, launching various exploratory projects such as X membership stores [8][10]. - In the first half of this year, Hema opened its first stores in cities like Taizhou, Suzhou, Tianjin, Tangshan, and Suining, creating a "first store effect" that invigorates local consumption [9][10]. Group 2: Financial Performance - According to Alibaba Group's fiscal year 2025 report, Hema's GMV (Gross Merchandise Volume) is expected to exceed 75 billion yuan, marking its first year of profitability [12][13]. - Hema Fresh operates over 420 stores as of March this year, indicating significant growth since its inception [13][19]. Group 3: Industry Position - Hema ranked among the top three in the "2024 China Supermarket Top 100 List," signifying its status as a benchmark enterprise in the retail sector [14][15]. - Since opening its first store in Shanghai in 2016, Hema Fresh has defined a new generation of supermarket formats, integrating seafood, short-shelf-life fresh produce, ready-to-eat meals, self-checkout, and an online-offline integrated business model [16][18].