盒马将再开100家新店，年内门店数将超500

Core Insights - Hema plans to open nearly 100 new stores within the fiscal year, expanding to over 50 cities, resulting in a total of more than 500 stores [1] - The CEO emphasizes the company's commitment to meeting the growing consumer demand for quality living, focusing on user-centric operations and maintaining high standards in products and services [1] - Hema has shifted its focus to its main business formats, Hema Fresh and community discount stores, while exiting exploratory projects like X membership stores [1] - The company has experienced a "first store effect" in various cities, injecting new consumer vitality and improving its operational performance [1] - Hema's GMV for the fiscal year 2025 is projected to exceed 75 billion yuan, marking its first year of profitability with over 420 Hema Fresh stores in operation [1] - Hema ranked among the top three in the "2024 China Supermarket Top 100" list, indicating its entry into a new growth cycle and solidifying its status as a benchmark in the Chinese retail sector [1][2] Company Overview - Since opening its first store in Shanghai in 2016, Hema Fresh has defined a new generation of supermarkets with features like seafood, short-shelf-life fresh produce, ready-to-cook meals, self-checkout, and an integrated online-offline business model [2] - Hema Fresh currently operates over 420 stores across more than 50 cities in regions including North China, East China, South China, and Southwest China as of the end of March this year [2]