盒马鲜生4店同开，“下沉”“近郊”成零售增量空间

Core Insights - Hema Fresh has opened four new stores in Beijing, Shenzhen, and Hangzhou, expanding its presence to nearly 500 stores nationwide and over 350 Super Hema stores [1][2] Group 1: Store Expansion - The new stores are located in high-potential residential areas, filling a gap in high-end fresh food retail in southwestern Beijing [1] - The opening of these stores marks Hema's continued strategy of expanding into suburban areas, enhancing its network with a "city center + suburban new town" layout [2] Group 2: Market Strategy - Hema's recent expansion reflects its "downward" strategy, targeting second, third, and fourth-tier cities, with nearly one-third of the 72 new stores opened last year located in these markets [2] - The company is capitalizing on the shrinking profits and store numbers of traditional supermarkets, identifying market opportunities in less saturated areas [2] Group 3: Product Performance - The new stores have shown strong sales performance for high-end imported products, including fruits, king crabs, Boston lobsters, various imported cheeses, and wines [1]