Core Insights - The retail industry in China is shifting towards a "hard discount" model, with major players like Alibaba, Meituan, and JD.com increasing their presence in this sector, indicating that discounting has become a new consumer norm [1][2] - The Chinese government is supporting this shift through policies aimed at fostering new consumption patterns and enhancing retail vitality [1] - The year 2025 is anticipated to be pivotal for the growth of hard discount brands, with companies needing to adapt to market trends and improve their market share to remain competitive [1][2] Industry Trends - The hard discount model is gaining traction, with traditional supermarkets like Wumart and Zhongbai also entering this space, reflecting a broader industry trend towards discount retailing [1] - The Ministry of Finance and the Ministry of Commerce in China have issued guidelines to promote new consumption models, which will provide a supportive framework for the retail sector [1] Company Strategies - The company, 奥特乐, is focusing on steady growth and market understanding, emphasizing a cautious approach to expansion while deepening its presence in the western market, particularly in the Sichuan-Chongqing region [4] - The company aims to enhance its influence and market share in the hard discount sector, positioning itself as a leading player in this emerging market [6] - The focus for 2025 is on "stability," with an emphasis on cash flow management and ensuring operational safety across all stores and regions [5]
奥特乐创始人陈诚:硬折扣赛道全面爆发,稳健发展才能铸就行业标杆丨请回答2025
Sou Hu Cai Jing·2025-12-29 06:00