在华30年老超市，亏损超7亿仍坚守，中国市场真有这么香？

Core Viewpoint - The article discusses the challenges faced by Aeon, a Japanese retail giant, in the Chinese market, highlighting its significant financial losses and strategic adjustments in response to changing consumer behavior and market dynamics [1][4][12]. Group 1: Financial Performance - Aeon reported a loss of 193 million in the first half of 2025, with cumulative losses nearing 900 million since 2017 [1][4]. - The company has not made a profit in its mainland operations since 2017, leading to a series of store closures, including the complete exit from Beijing by May 2025 [4][6]. Group 2: Market Dynamics - The rapid rise of e-commerce and local competitors like CR Vanguard and Pang Donglai has significantly impacted Aeon's market share, as consumers prefer faster delivery options over traditional supermarket shopping [4][6]. - Aeon's reliance on imported goods has made it less competitive against local brands that offer better price-performance ratios [6][12]. Group 3: Strategic Adjustments - In response to market challenges, Aeon is shifting its business model by downsizing store formats to focus on smaller, more specialized offerings, such as fresh food and Japanese products [10]. - The company is attempting to align more closely with Chinese consumer preferences, moving away from its traditional "big and comprehensive" approach [10][12]. Group 4: Long-term Perspective - Despite current losses, Aeon's commitment to the Chinese market reflects a belief in its long-term potential, as the market remains one of the largest globally with significant growth opportunities [8][12]. - The article suggests that Aeon's perseverance in the face of adversity may ultimately lead to future success, contrasting it with other foreign retailers that have exited the market [10][12].