2026年中国社区生鲜行业报告 ——社区零售的效率革命与模式重构 目录 中国生鲜行业概览： 效率提升与 近场需求驱动生鲜零售转型 1 中国社区生鲜行业概览： 八成生鲜市场在线下， 连锁化趋势明显 2 中国社区生鲜竞争格局： "大市场、小龙头" 碎片化竞争与渐进式整合 3 中国生鲜行业定义与分类 生鲜产品类别及相应特征 | | 分类 | 存储条件 | 加工方式 | 养殖/收获周期 | | --- | --- | --- | --- | --- | | | 蔬菜水果类 | 储存温度在0-4摄氏度，存储 | 部分加工，包括罐头类、 | 分布于一年四季，不同品种 | | | | 周期在20-30天左右 | 速冻、果蔬汁、腌制品等 | 差距大 | | | 肉类 | 新鲜与冷冻肉类的存储温度为 | 新鲜肉类无需加工，方式 | 羊肉：60-80天；牛肉：12 个月左右；禽类：六个月； | | 生 | | 0-3°C与-18°C；周期分别一 | 包括屠宰、腌制、烟熏、 | | | 鲜 | | 周内与6-9个月 | 干燥等 | 猪肉：6个月 | | 产 | 海鲜水产 | 新鲜水产需要全程掺水，冷冻 水产品的存储温度-25°C， ...

2026年中国社区生鲜行业报告 ——社区零售的效率革命与模式重构 目录 中国生鲜行业概览： 效率提升与 近场需求驱动生鲜零售转型 1 中国社区生鲜行业概览： 八成生鲜市场在线下， 连锁化趋势明显 2 中国社区生鲜竞争格局： "大市场、小龙头" 碎片化竞争与渐进式整合 3 | | 分类 | 存储条件 | 加工方式 | 养殖/收获周期 | | --- | --- | --- | --- | --- | | | 蔬菜水果类 | 储存温度在0-4摄氏度，存储 | 部分加工，包括罐头类、 | 分布于一年四季，不同品种 | | | | 周期在20-30天左右 | 速冻、果蔬汁、腌制品等 | 差距大 | | | 肉类 | 新鲜与冷冻肉类的存储温度为 | 新鲜肉类无需加工，方式 | 羊肉：60-80天；牛肉：12 个月左右；禽类：六个月； | | 生 | | 0-3°C与-18°C；周期分别一 | 包括屠宰、腌制、烟熏、 | | | 鲜 | | 周内与6-9个月 | 干燥等 | 猪肉：6个月 | | 产 | 海鲜水产 | 新鲜水产需要全程掺水，冷冻 水产品的存储温度-25°C，周 | 水产品加工过程包括切片、 | 一般夏季禁 ...

证券研究报告 | 首次覆盖报告 gszqdatemark 2026 02 27 年 月 日 鸣鸣很忙（01768.HK） 鸣响渠道变革，忙驭万店星辰 核心观点：颠覆传统运营模式，牵引零售业态变革。鸣鸣很忙作为中国量 贩零食赛道龙头企业，牵引本轮折扣业态零售变革，从 2022 年零食很忙 门店数量破千，到 2025 年 11 月末鸣鸣很忙超 2.1 万家门店，高速扩店的 背后是对消费者性价比需求的满足、渠道供应链路的精简。2024 年鸣鸣 很忙达成 393.4 亿元营收，2 年 CAGR 达 203.0%，成为中国最大的休闲 食品饮料连锁零售商，2025 年前三季度营收进一步同比+75.2%至 463.7 亿元，净利润同比+218.8%至 15.6 亿元，带动净利率同比显著+1.5pct 至 3.4%，若加回股份支付费用，经调整净利率同比+1.9pct 至 3.9%。 行业变革：性价比优势立身，精细化运营谋远。中国零售业态持续高速迭 代，弱需求强供给背景下，当前渠道变革更往折扣化方向演变，量贩以" 上 游直采、集中议价、运营提效"重构供应链，率先实现性价比优势。行业 发展前半程，核心比拼扩店速度，经过跑马圈地、 ...

市场监管总局发布外卖与网售食品相关新规 2月26日，市场监管总局于官网发布食品安全专题新闻发布会实录。据悉，2月26日下午，市场监管总局召开食品安全 专题新闻发布会。会上，市场监管总局新闻发言人、新闻宣传司司长王秋苹表示，为压实网络经营主体责任，市场监 管总局近期制定两项《规定》，直指网络餐饮与食品销售。它们是《网络餐饮服务经营者落实食品安全主体责任监督 管理规定》和《网络食品销售经营者落实食品安全主体责任监督管理规定》。市场监管总局食品安全总监孙会川对 《网络餐饮服务经营者落实食品安全主体责任监督管理规定》的相关情况介绍称，为进一步提升餐饮外卖食品安全水 平，市场监管总局专门制定出台《网络餐饮服务经营者落实食品安全主体责任监督管理规定》，重点从三个方面来提 升外卖"放心指数"。一是紧扣平台主体责任这个"牛鼻子"。 二是聚焦商户规范经营这个"关键点"。三是筑牢违法违规 惩戒的"防护网"。此外，市场监管总局致力于"补短板"，专门制定《网络食品销售经营者落实食品安全主体责任监督 管理规定》，从平台提供者、入网食品销售者、监管部门三个方面入手，围绕"责任""协同""执法"这三个关键词，来 进一步压紧压实食品安全主体 ...

对张静等市民而言，此次有奖发票活动不仅带来了抽奖的乐趣，更起到了精准的税法宣传作用。"最近 刷手机时，经常能看到有奖发票相关的新闻和科普帖子，比如《成都市有奖发票活动政策问答》里，就 详细说明了遇到企业拒开发票、开票加钱等情况该如何应对，让我们在消费时更有底气。"张静表示。 成都万象城一家门店，收银台显著位置张贴着有奖发票操作指引。财务负责人李伟介绍，活动开展以 来，顾客的开票需求明显增加。为应对春节期间的开票高峰，公司节前提交了发票额度调整申请，当天 便通过审批。"额度调整后，我们完全能应对春节的开票需求。"李伟表示，有奖发票传递出政府提振消 费的决心，企业也将坚守合规经营，借势提升品牌知名度。 热闹的太古里。(资料图)刘忠俊 摄 据悉，成都结合春节消费特点，依托有奖发票试点推出了一系列配套活动。春节期间，各区(市)县及重 点企业集中开展消费促进活动，推送有奖发票、以旧换新、汽车消费奖励等优惠福利；同时推出9大文 旅重点主题场景活动，涵盖灯会庙会、冰雪温泉、文博艺术等领域，既为消费者送上实惠，也让全球游 客感受到"公园城市，幸福成都"的独特魅力。 国家税务总局成都市税务局征管和科技发展处负责人表示，试点覆盖 ...

两天前，就像大多数都市隶人一样，我乘坐着"从沈阳出发到北京朝阳"的牛马专列，半夜23点到达比东北还凛冽的北京，虽然才离开东北大地4小时，但 已经流下思乡的泪水。 北京对比东北小城，"品类全、新品多"的消费体验曾经还算拿得出手的优势，有盒马和山姆二位网红零售商超大将坐镇，是生活在一二线大城市的"隐性 福利"。但时代变了，星巴克都开进了县城，一家胖东来把许昌这个三线小城带火成全国著名旅游胜地。 今年过年回家最大感受是，东北小城的零售体验如今也能基本比肩盒马。第一次逛到"东北人自己的胖东来"——比优特超市。去年想煎牛排，连牛排是从 沈阳山姆带回来的，想在当地超市买瓶葡萄籽油，售货阿姨听了半天一脸茫然地说只有大豆油，连黑胡椒都买不到；今年不一样了， 比优特1月底进驻了 当地CBD商圈万达广场，别说葡萄籽，你甚至能找到牛油果油、高油酸版花生油、山茶油以及红花籽油。 而自诩吃过见过的北京打工人，在比优特也算开了眼，"第一次在超市里看到那么多闻所未闻的牌子"。 比优特是什么来头？怎么从来没听说过？很多人对这家东北商超界老大感到极其陌生。 氢商业摄 2025年，比优特据称做到近100亿，整个东三省门店数量破100家，在中国连 ...

Core Insights - Yonghui Supermarket reported significant growth in same-store sales and customer traffic during the Spring Festival holiday, attributed to effective management of consumer demand and continuous optimization of product offerings [1] Group 1: Sales Performance - From the 28th day of the lunar month to the 7th day of the lunar new year, Yonghui Supermarket achieved a year-on-year increase in both same-store sales and customer traffic [1] - The supermarket's key product categories saw remarkable growth, with prepared foods, baked goods, and freshly baked items increasing by over 220%, hot pot products by over 140%, and organic and local vegetables by nearly 200% [2] - The "Quality Yonghui" private label saw a sales increase of over 70% during the Spring Festival period [2] Group 2: Strategic Initiatives - Yonghui Supermarket implemented a "New Yonghui New Year Flavor" theme for its New Year goods festival, introducing a "four-phase" supply strategy to meet consumer needs at different stages [2] - The company transformed its store backrooms into "central kitchens," enabling the sale of freshly prepared meals, which supported the surge in demand for ready-to-eat products [2] Group 3: Regional Performance - In Fuzhou, the revamped Aoti Center store achieved an average daily sales of over 1 million yuan during the Spring Festival [3] - In the Henan market, the Xinmi Zhongqiangguang store experienced a nearly threefold increase in sales compared to the previous year, with customer traffic up over 230% [3] - The Tianjin SM Plaza store in the Bohai Bay region reported average sales exceeding 1.3 million yuan from January to the present [3]

Group 1 - The core viewpoint of the articles highlights the significant sales growth and customer traffic at Yonghui Supermarket during the Chinese New Year period, with a notable performance from its private label products [1][2] - From January 28 to February 7, same-store sales and customer traffic at Yonghui Supermarket experienced a year-on-year increase, with the "Quality Yonghui" series seeing over 70% sales growth for nearly 60 products [1] - Key categories such as cooked food and baking saw over 220% year-on-year growth, supported by the establishment of a "central kitchen" in stores [1] Group 2 - Yonghui Supermarket's CEO Wang Shoucheng outlined three strategic directions for deepening operations by 2026, including establishing a quality ecosystem with long-term partnerships with 200 core production areas and factories [2] - The company aims to transform stores from transaction-focused environments to "lifestyle" spaces, enhancing the shopping experience with concepts like "community kitchens" and "neighborhood living rooms" [2] - Organizational changes will focus on empowering employees and increasing training investments, shifting from control to empowerment [2]

Core Insights - The article highlights the significant increase in cross-regional mobility during the 9-day Spring Festival holiday, with over 2.8 billion trips made, averaging 311 million trips per day, marking an 8.2% year-on-year growth, indicating a record high in travel volume [2] - As businesses resume operations post-holiday, there is a surge in demand for various services, including document delivery and laundry services, showcasing the importance of instant delivery as a vital link between consumption and supply [2][3] Group 1: Business and Service Demand - The return of employees to work has led to a spike in the volume of business transactions, necessitating efficient and timely handling of documents, making instant delivery the preferred choice for office document delivery [3] - SF Express's instant delivery service has established a secure service system for document delivery, ensuring accuracy through unique pickup and delivery codes, and offering specialized services for high-value documents [3] - The demand for laundry services has also increased as temperatures rise post-holiday, with SF Express providing a one-stop service for clothing care, including real-time tracking and compensation mechanisms for service issues [4] Group 2: Market Trends and Consumer Behavior - The resumption of work has led to a notable increase in demand for coffee and afternoon tea orders during peak hours, highlighting the need for efficient delivery services to support beverage brands [5] - SF Express supports various delivery channels, including takeaway platforms and private mini-programs, ensuring timely and safe delivery even during peak periods [6] - The integration of instant retail channels is becoming essential for retail businesses to connect with local customers and accelerate inventory turnover, with SF Express collaborating with major retailers to provide rapid delivery services [6] - The role of third-party instant delivery services, exemplified by SF Express, is evolving into a crucial facilitator for consumption and business recovery, acting as a lubricant and booster for economic activities [6]

超市内收银区通道全部开启，每条通道依旧排起长队，生鲜区数十个热制菜档口同时作业。一位刚结账的顾客告 诉长江商报记者，她排了40分钟，"习惯了，过年嘛"。 这种"习惯"的背后，是县域消费市场的深层嬗变。雅斯超市的春节旺销图景，也构成了观察中国县域经济结构性 转变的一个鲜活样本。 数据显示，2025年阳新县地区生产总值预计达570亿元。短短五年间，阳新县实现了从国家级贫困县到中部百强县 的历史性跨越，规上工业总产值增长4.6倍，营商环境排名从2020年的湖北省内第63位跃升至2025年的第21位。 从"囤年货"到"尝新鲜" "以前过年是囤，现在过年是尝。" 雅斯超市一名导购告诉长江商报记者，2026年春节期间，雅斯超市的生鲜区日均销售额较平日大幅提升，特别是 净菜、半成品菜、熟食制品等销售额增速远高于整鱼、整肉等传统生鲜原料。 这一变化并非孤例。在零食坚果区，贴着"0糖0卡"标签的坚果礼盒、标注原产地的特色农产品，被年轻人成箱搬 进购物车。导购告诉记者，春节期间低糖低脂零食和本地农特产品礼盒销量同比翻倍以上增长，特别是雅斯自营 产品颇受消费者青睐。 长江商报消息 ●长江商报记者 徐佳 2月22日，马年正月初六，湖 ...