奥乐齐与盒马超盒算NB，走了两条不同的路

Core Viewpoint - The article discusses the contrasting development paths of two leading brands in the hard discount sector in China, Aldi and Hema Supermarket, highlighting their strategies and market presence in Jiangsu province [5][12]. Group 1: Aldi's Strategy - Aldi has adopted a steady and organic growth philosophy in China, focusing on supply chain development and operational efficiency since its first pilot store opened in June 2019 [8][12]. - As of October 2025, Aldi has expanded to 80 stores in China, primarily in Shanghai and Jiangsu, with plans for further openings [8][12]. - Aldi's strategy emphasizes a limited range of expansion around mature markets to ensure supply chain efficiency and cost reduction, reflecting its commitment to "extreme efficiency" and "long-termism" [12]. Group 2: Hema Supermarket's Expansion - Hema Supermarket, under the brand "Super Box NB," is rapidly expanding, with 73 stores in Jiangsu as of November 18, 2023, and plans for further growth [13][16]. - The brand has shifted to a franchise model to accelerate its expansion into county markets, which is seen as a key driver for future growth [22][24]. - Hema's operational strategy includes a focus on digital capabilities and community penetration, leveraging its parent company Alibaba's resources [15][22]. Group 3: Market Dynamics - The competition in Jiangsu's discount retail market is intensifying, with Aldi and Hema Supermarket vying for market share [18][25]. - Both brands have unique strengths: Aldi focuses on quality and low prices through its private label products, while Hema emphasizes rapid product iteration and digital integration [19][22]. - The article suggests that the future of the discount retail market in Jiangsu will likely be dominated by both Aldi and Hema, each contributing significantly to the sector's growth [18][25].