十店齐开——汇通达网络（9878.HK）首个“硬折扣”项目今日上马！

Core Insights - The opening of the first 10 stores of "Zhe Zhe Feng," a community hard discount supermarket brand under Huitongda Network, marks a significant step in the company's strategic layout of "new models, new categories, and new channels" [2] - Huitongda aims to enhance community consumption vitality while improving supply chain efficiency and promoting high-quality development through this new hard discount model [2] Group 1: Business Strategy - Huitongda's target customer base includes community residents in urban and lower-tier markets, with each store offering over 1,000 SKUs across various essential categories such as snacks, beverages, staple foods, and household goods [2] - The company employs a "short-chain direct procurement" supply chain model, integrating resources from upstream quality brand factories to establish a fully digital management system from upstream to stores [2] - Huitongda's Vice President, Yang Pan, highlighted the efficient reuse of capabilities accumulated over years of serving lower-tier markets, resulting in a strong supply chain, high digitalization level, and strong community user engagement in the new hard discount model [2] Group 2: Market Response and Future Plans - During the opening period, "Zhe Zhe Feng" launched a promotional campaign that exceeded expectations in terms of market response and sales performance [4] - Huitongda's President, Xu Xiuxian, stated that the establishment of community hard discount supermarkets is a strategic choice based on deep insights into domestic consumption market trends [4] - The company plans to expand the number of "Zhe Zhe Feng" stores rapidly by 2026, implementing a diversified national replication strategy that includes direct sales, membership store franchises, and socialized franchises [2][4] Group 3: Long-term Vision - Huitongda is committed to a long-term high-quality development path, aligning with national strategies and continuously deepening supply chain upgrades and the integration of new technologies like AI in retail scenarios [7] - The company aims to facilitate efficient and smooth circulation in urban and rural areas, contributing to the development of the domestic economy and the release of consumer vitality [7]