消费观察｜盒马在江苏新动作频频，有何深意？

Group 1: New Developments - The hard discount supermarket brand Chaohe Suan NB opened four stores in Nanjing on October 31, 2023, with two located in Jiangning District and one each in Yuhuatai and Pukou Districts [1][3] - Hema Fresh also opened its first store in Liyang, Jiangsu, on the same day, covering over 3,000 square meters and offering a variety of fresh seafood, premium fruits, and baked goods [7][9] Group 2: Consumer Trends - Chaohe Suan NB focuses on "exquisite savings" and aims to provide a cost-effective shopping experience through a simplified business model, emphasizing long-term low prices and a high quality-to-price ratio [3][5] - The brand has seen significant customer traffic since its first store opened in Nanjing in April, with a total of 20 stores launched in just six months, indicating a strong demand for affordable yet quality products among consumers [5][6] Group 3: Product Offerings - Chaohe Suan NB features approximately 1,500 products across four core categories: fresh food, ready-to-eat, standard products, and frozen goods, catering to daily meal needs [5] - Popular items include imported durians, fresh milk, salmon, and baked goods, reflecting consumers' desire for both affordability and quality [5][6] Group 4: Strategic Direction - Hema has established a dual-driven strategy with Hema Fresh and Chaohe Suan NB to cater to different consumer demographics and shopping scenarios, with plans for more store openings in the near future [6][12] - The expansion into county-level markets, such as Liyang, is part of Hema's strategy to tap into the growing consumer potential in these areas, showcasing a shift in the retail landscape [12]