钱大妈冲击港股IPO，2024年整体GMV达148亿元，中国最大的社区生鲜连锁企业

Core Viewpoint - Qian Dama International Holdings Limited has submitted a listing application to the Hong Kong Stock Exchange, with CICC and Agricultural Bank of China International as joint sponsors [4]. Group 1: Company Overview - Qian Dama is the largest community fresh food chain in China, with a GMV of 14.8 billion RMB in 2024, maintaining the top position in the community fresh food retail sector for five consecutive years [5]. - The company focuses on providing highly fresh, high-quality, and cost-effective products, emphasizing a convenient shopping experience for daily meals [5]. - Qian Dama has successfully established itself in South China, leading the community fresh retail market with a GMV of approximately 9.8 billion RMB, which is 2.8 times that of the second-largest competitor [6]. Group 2: Business Model and Strategy - The company has innovated the "Discount Daily Clearance" sales model, ensuring that all fresh products are sold on the same day they arrive, which has garnered strong consumer recognition [6][10]. - Qian Dama's product range includes animal protein, vegetables, fruits, and refrigerated processed foods, designed to provide solutions for daily family meal preparation [5]. - The company strategically selects store locations within 500 meters of target consumers in large and medium-sized communities, enhancing convenience and response speed [7]. Group 3: Financial Performance - The company's revenue increased from 11.744 billion RMB in 2023 to 11.788 billion RMB in 2024, but decreased to 8.359 billion RMB for the nine months ending September 30, 2025 [13]. - Gross profit rose from 1.149 billion RMB in 2023 to 1.202 billion RMB in 2024, with further growth to 944 million RMB for the nine months ending September 30, 2025 [13]. - Net profit recorded for 2023, 2024, and the nine months ending September 30, 2024, were 169 million RMB, 288 million RMB, and 227 million RMB, respectively, with a net loss of 288 million RMB for the nine months ending September 30, 2025 [13]. Group 4: Future Plans - The funds raised from the IPO will be used to expand the store network, enhance product offerings, improve supply chain capabilities, upgrade digital infrastructure, and explore potential investments and acquisitions [14].