巷战硬折扣 京东、美团追赶盒马NB

Group 1 - JD opened its first discount supermarket in Zhuozhou, Hebei, on August 16, attracting nearly 60,000 customers on its first day, with the local population being approximately 630,000 [2] - The discount supermarket features low prices on various products, such as 30 eggs for 9.9 yuan and 1.999 yuan per jin for Northeast rice [2] - JD plans to expand its discount supermarket model to other regions, including Tianjin, Anhui, and Henan, following the opening of five stores in August [4][5] Group 2 - Meituan is also entering the hard discount supermarket sector with its "Happy Monkey" brand, set to open on August 29 in Hangzhou, with plans for a nationwide rollout of 1,000 stores in the coming years [4][5] - The hard discount retail market in China is expected to reach 2.3 trillion yuan by 2025, indicating significant growth potential [10] - Both JD and Meituan are leveraging their supply chain capabilities to compete in the hard discount space, with JD's integrated supply chain being a key advantage [12][15] Group 3 - JD's discount supermarket model is based on large-scale procurement and supply chain optimization to maintain sustainable low prices, differentiating it from "soft discount" models [5] - The competition between JD and Meituan is intensifying, with both companies focusing on price-sensitive consumers in first-tier and lower-tier markets [5][11] - JD's acquisition of Huaguan Supermarket in 2021 has provided it with operational capabilities in Beijing and Hebei, facilitating its entry into the hard discount market [14]