Dingdong(US:DDL) Zheng Quan Ri Bao Wang·2026-01-16 11:13Group 1 - The core viewpoint of the news is that Dingdong Maicai is expanding its operations in Jiangsu by opening a new warehouse in Yancheng, enhancing local consumers' shopping options with fresh produce and seafood delivered to their doorsteps [1][2] - The opening coincides with the pre-Spring Festival shopping peak, introducing popular products like the "True Assurance Fish" series and offering customized processing services such as free slaughtering and slicing [1][2] - The company is also introducing over 300 differentiated health products, including low glycemic index items and organic selections, to cater to the health-conscious consumer trend during the festive season [1][2] Group 2 - Dingdong Maicai's entry into Yancheng is part of its strategic expansion in Jiangsu, emphasizing a "narrow and deep" supply chain capability rather than simple business replication [2] - The company has established direct sourcing bases for seasonal vegetables and specialty seafood, ensuring quality control from production to delivery [2] - Dingdong Maicai has been increasing its regional penetration, opening over 200 new warehouses in the last two years, with more than 60% located in third- and fourth-tier cities [2] Group 3 - The fresh produce sector is characterized by high barriers to entry due to its non-standard nature and high wastage rates, making it a challenging area within instant retail [3] - The company leverages digital technology to enhance operational efficiency and reduce procurement costs by streamlining supply chain processes [3] - Dingdong Maicai is implementing a "4G" strategy focused on quality products to build a loyal customer base, with plans to expand into other cities in Northern Jiangsu [3]