3 6 Ke·2026-01-08 02:34Core Insights - The Chinese supermarket industry is experiencing rapid growth, with major players like Sam's Club, Fat Donglai, Hema, Aldi, Meituan, and JD entering the hard discount market and expanding aggressively in 2025 and 2026 [1][2][10][20]. Group 1: Sam's Club - Sam's Club China achieved sales exceeding 140 billion RMB in 2025, a 40% increase from 100.5 billion RMB in 2024, with plans to reach 200 billion RMB in 2026 [4][5]. - In 2025, Sam's Club opened 10 new stores, the highest annual count since entering China, and plans to open 14 more in 2026, focusing on North China and expanding into lower-tier markets [2][4][5]. Group 2: Fat Donglai - Fat Donglai reported sales of 23.5 billion RMB in 2025, a nearly 40% increase from 16.96 billion RMB in 2024, despite initial plans to limit growth [6][8]. - The opening of new stores, including the New Xiang Fat Donglai and the upcoming Zhengzhou store, is expected to boost sales further in 2026 [6][9]. Group 3: Hema - Hema plans to open 100 new stores in 2026, expanding its presence in 40 new cities, with overall revenue growth exceeding 40% in 2025 [10][11]. - The brand is focusing on mid-to-high-end markets and has transitioned to a dual model of self-operated and franchised stores for its discount brand, Super Box [11]. Group 4: Aldi - Aldi opened approximately 30 new stores in 2025 and plans to exceed 100 stores in China by the first quarter of 2026, marking a significant expansion into cities like Nanjing and Zhenjiang [14][16]. - The establishment of a new distribution center in East China is expected to enhance Aldi's supply chain and market expansion [14]. Group 5: Meituan - Meituan's Little Elephant Supermarket has re-entered the offline market, with plans to open 1,000 stores, while its Happy Monkey supermarket adopts a hard discount model [17][19]. - The company aims to leverage existing markets validated by competitors like Sam's Club for its expansion strategy [19]. Group 6: JD - JD's 7Fresh supermarket has opened over 50 stores and plans to launch 30-50 new discount supermarkets, focusing on community-based hard discount models [20][22]. - The company is implementing a "1+N" model to enhance its retail presence in key regions [20].