盒马加速布局 “押宝”新兴城市消费潜力

Core Insights - Hema's overall revenue growth rate exceeded 40% in 2025, with the company entering 40 new cities and opening over 200 new stores under the "Super Box" brand [1][11] - The contribution of emerging cities to Hema's performance is significant, with stores in cities like Shijiazhuang and Linyi experiencing high customer traffic and sales upon opening [2][4] Expansion Strategy - Hema has been actively expanding its footprint, particularly in emerging cities, which are seen as having strong consumer potential [2][11] - The "Box District Index" was introduced to measure store activity, with Shijiazhuang's index soaring to 171, indicating robust consumer engagement compared to major cities [2] Consumer Behavior - Hema's data shows that consumers in emerging cities have a strong demand for quality products, as evidenced by impressive sales figures during store openings [4][10] - The rise in consumer spending is linked to the economic growth and improved living standards in these cities, with younger populations showing a keen interest in quality and trendy products [7][10] Market Dynamics - The presence of Hema has positively impacted local shopping districts, significantly increasing foot traffic and sales in surrounding areas [6][8] - The growth in consumer spending is attributed to effective population dynamics and structural purchasing power rather than just administrative levels [8] Future Outlook - Hema aims to enhance its market presence by focusing on supply chain resilience, user experience, and organizational efficiency to meet evolving consumer demands [12] - The company plans to support partners and suppliers to achieve significant sales growth, indicating a commitment to sustainable development in the retail sector [12]