盒马 NB 上半年营业额达80亿，目前总门店数近300家｜36氪独家

Core Insights - Hema NB achieved approximately 8 billion yuan in revenue in the first half of the year, reflecting double-digit growth compared to the same period last year [1] - The total number of stores has nearly doubled to around 300, primarily concentrated in core urban and suburban areas of East China [1] Business Strategy - Hema NB has launched its own brand "Super Box Calculation," with hundreds of products including rice, vegetarian options, paper towels, fresh milk, and ice cream undergoing rebranding [2] - The rebranding signifies Hema NB's maturity and its strategic separation from Hema Fresh, allowing for differentiated products and services in a tiered consumption environment [2][4] - Hema NB primarily targets community shopping areas, with an average transaction value of around 40 yuan, and 45% of its offerings focused on fresh produce [2] Supply Chain and Pricing - Hema NB maintains a low-price advantage through a streamlined supply chain and a high proportion of private label products, with over 50% of sales coming from self-branded items [3] - Price comparisons show that Hema NB's products are approximately 30% cheaper than those at Hema Fresh, with specific examples highlighting significant price differences [3] Future Goals and Expansion - Hema aims to achieve a GMV of 100 billion yuan by the end of 2024, with an annual GMV of 75 billion yuan reported as of March this year [4] - The company is on an expansion trajectory, opening new Hema Fresh stores while also accelerating the establishment of Hema NB locations [4][5] - Hema must balance the number and location of its store types to avoid competition for customer traffic between small and large stores [5]