奥乐齐，又要猛踩油门了

Group 1 - Aldi plans to exceed 100 stores in China by the first quarter of 2026, accelerating its store opening pace [2][4] - The Chinese retail market is experiencing a dichotomy, with traditional supermarkets facing closures while new community supermarkets and discount stores are rapidly expanding [3][5] - Aldi, a German supermarket chain established in 1913, has gained popularity in China since its entry in 2019, particularly in the competitive Shanghai market [3][4] Group 2 - Aldi's success is attributed to its brand philosophy of "good quality, low price," with a significant portion of its products being private label items, which helps control costs [4][6] - Currently, Aldi operates over 80 stores in China, primarily in the Yangtze River Delta region, with plans to open new stores in Nanjing, Zhenjiang, and Yangzhou in 2026 [4][12] - The company has established a strong supply chain in East China, allowing it to engage in price competition effectively [7][8] Group 3 - The discount supermarket sector in China is projected to grow significantly, with a market size exceeding 200 billion yuan in 2024 and a compound annual growth rate of 5.6% over the next decade [17][19] - Competitors in the discount supermarket space, such as Hema and JD, are also expanding rapidly, indicating a highly competitive environment [13][14] - The market is characterized by a low penetration rate of discount supermarkets in China compared to countries like Germany and Japan, suggesting substantial growth potential [17][19]