本财年内将再开100家门店？盒马CEO回应了

Core Insights - Hema is shutting down all its warehouse-style membership stores, with the last store in Shanghai set to close on August 31, marking the end of its high-end membership store format [2] - Hema plans to open nearly 100 new Hema Fresh stores in the current fiscal year, expanding into over 50 new cities, aiming to exceed 500 total stores by the end of the year [1][2] - Hema has achieved profitability for the first time in the last fiscal year, with a strategic focus on its core business leading to faster and more stable growth [1] Store Expansion Strategy - Hema aims to accelerate store openings to serve more consumers and enhance shopping experiences through technology and innovation [3] - The company has successfully entered approximately 27 cities and opened over 60 new stores in the previous year [2] Membership System Integration - Hema's membership system has integrated with Alibaba's 88VIP program, resulting in a doubling of its membership base, with over 50 million members now accessible [6] - The integration includes promotional offers for 88VIP users, such as a 90-day trial membership for Hema X and discounted annual membership options [6] Supply Chain Development - Hema Fresh stores currently offer around 7,000 SKUs, with a robust supply chain established through direct sourcing and logistics [8] - The company has built 8 supply chain centers, over 300 direct sourcing bases, and numerous logistics hubs, enhancing the affordability of high-quality ingredients [8] - Hema ranks third among domestic supermarkets with a GMV of 75 billion, according to the 2024 China Chain Operation Association's top 100 list [8]