供应链上攻，门店下沉：零售战火催生盒马双线扩张

Core Insights - The competition among retail supermarkets is intensifying, extending to the upstream supply chain, with companies like Hema Village collaborating with agricultural producers to innovate product offerings and enhance sales growth [2][3] Group 1: Hema Village's Strategic Moves - Hema Village has introduced a new skincare product line using organic camellia oil, marking a shift from its traditional focus on edible oils [4] - The partnership with Baohua Agricultural Science has resulted in a compound annual growth rate of over 60% in sales since their collaboration began [2][5] - Hema Village aims to expand its product range further into pharmaceuticals, food, and health supplements [2] Group 2: Supply Chain and Market Dynamics - Hema Village operates on an order agriculture model, ensuring production aligns with sales, which helps standardize and brand agricultural products [5][6] - The company plans to open nearly 100 new stores and enter over 50 new cities by the end of its fiscal year in March 2026, aiming to exceed 500 total stores [6] - The retail landscape is becoming increasingly crowded with competitors like Meituan's Happy Monkey and Aldi expanding aggressively, necessitating innovation in product and supply chain to maintain competitive advantages [6]