盒马再次猛踩油门，意欲何为？

Group 1 - Hema has accelerated its expansion by opening 14 new stores of its discount supermarket brand, Super Box, in key cities of the Yangtze River Delta on the same day, indicating a strong push in the retail sector [2][5] - Hema has also been rapidly expanding its Hema Fresh business, opening 72 new stores in 2024, with plans to open nearly 100 more in the 2025 fiscal year [4][5] - The total number of Super Box stores has exceeded 350 as of October 31, with expectations for rapid growth in the future [5] Group 2 - Hema's strategic focus on Super Box is driven by its successful business model and the need to capture the growing demand for community discount supermarkets [6][8] - The Yangtze River Delta is a competitive retail market, and Hema aims to establish a strong presence there before expanding to other regions [7][8] - The hard discount market in China is projected to exceed 200 billion yuan in 2024, with significant growth potential as the penetration rate is only 8% [7][8] Group 3 - The discount supermarket sector is experiencing intense competition, with major players like Meituan and JD.com also entering the market [9][10] - Traditional supermarket brands are adapting by launching their own discount store formats to remain competitive [11] - The competition in the discount supermarket space is not just about speed but also about product differentiation and supply chain capabilities [12]