钱大妈冲刺港股IPO 已布局近3000家门店

Core Viewpoint - Qian Dama International Holdings Limited is the largest community fresh food chain in China, with a strong market position and growth potential in the community fresh food sector [1][2]. Group 1: Company Overview - Qian Dama has maintained the top position in China's community fresh food chain sector for five consecutive years based on GMV of fresh products [1]. - As of September 2025, Qian Dama has established 2,938 stores, creating a nationwide community fresh retail network [3]. Group 2: Market Potential - The community fresh food market in China is projected to reach 1.7 trillion yuan in 2024, with a low chain rate of only 44.7%, indicating significant growth potential [2]. Group 3: Business Model and Strategy - Qian Dama employs a "discount daily clearance" model to reduce inventory loss and operational risks, fostering deep consumer trust within communities [4]. - The company has built a comprehensive supply chain infrastructure, enabling rapid delivery of fresh products, with most items reaching stores within 12 hours [4]. Group 4: Financial Performance - Qian Dama's revenue for 2023 and 2024 is projected to be 11.744 billion yuan and 11.788 billion yuan, respectively, with operating profits of 129 million yuan and 155 million yuan [3]. Group 5: Future Growth Strategy - The company plans to enhance its store network by increasing penetration in core regions and expanding into lower-tier cities, while also exploring franchise and strategic acquisition opportunities [6]. - Qian Dama aims to strengthen its supply chain capabilities and expand online channels, including live e-commerce, to drive future growth [6].