海量财经丨盒马公布财年规划 持续看好内需消费市场

Core Insights - Hema plans to open nearly 100 new stores in the upcoming fiscal year, expanding into over 50 new cities, reflecting confidence in the domestic consumption market [1] - Hema has rapidly grown to become one of the top three chain supermarkets in China, with over 420 stores expected by March 31, 2025, and a GMV of 75 billion RMB, ranking third among domestic supermarkets [1] - The company has established a robust supply chain network with 8 supply chain centers and over 300 direct procurement bases, enhancing its ability to develop private label products [4] - Hema has focused on two core business models, Hema Fresh and Hema NB, leading to its first annual profit in the last fiscal year [5] - The integration of the 88VIP and Hema membership systems has doubled membership numbers, indicating strong consumer recognition and engagement [8] Business Expansion - Hema's rapid store openings have created significant consumer interest, with reports of long queues and high sales volumes in new locations [2] - Unique product offerings, including rare imported goods and competitively priced items, have driven customer traffic both online and offline [2] Supply Chain and Product Development - Hema's extensive supply chain infrastructure supports its commitment to sourcing high-quality products, which has been a key factor in attracting customers [4] Strategic Focus - The strategic focus on core business models has allowed Hema to adapt to market trends and achieve sustainable growth [5] Membership and Consumer Engagement - The collaboration between 88VIP and Hema has enhanced customer loyalty and engagement, reflecting the effectiveness of Hema's marketing strategies [8]