秋冬"开涮"的烟火气不仅升腾在客流增加的火锅店中，还体现在把火锅"一条龙"嵌入时令新主题的零售 商超。为通过"在家吃火锅"这一场景发挥与垂类餐饮店差异化优势，近期密集按下"火锅季"启动键的参 与者们，正用质价比与"懒人经济"点燃顾客消费热情。而永辉超市牛羊肉类食材10月同比增长超50%的 销售、麦德龙一个月内火锅肉禽蛋水产商品同比提升近200%的销售额，也是对这一举措可行性的验 证。 瞄准刚需集体切入"火锅季"节点，商超围绕这一框架的发力重点不尽相同。 其中，部分品牌倾向于肉制品食材提供。譬如，永辉超市在公众号推文中介绍，公司日前在天津一门店 启动"有料火锅局・暖冬好肉盛宴"主题活动，现场汇聚近五十款全品类火锅食材，工作人员不仅现场讲 解食材特点与烹饪技巧，更增设免费试吃台，提供现切现涮的新鲜肉品，目前，"有料火锅局"活动已在 全国永辉门店同步上线，永辉线上超市APP一并配合推出"小雪寻味"专题，从而实现全面覆盖线上线下 消费场景。 聚焦火锅核心消费需求，中百超市亦在肉类品类重点发力。据公众号介绍，中百超市全新推出秋冬滋补 肉类系列，特别引进乌珠穆沁鲜切羊肉与正宗潮汕火锅系列，涵盖鲜切吊龙、五花趾、胸口油等多 ...

近日，砂之船(南京江宁)奥莱完成业态调整，在一楼生态街区打造了规模化的户外主题区。尤为引人关 注的是，南京首家凯乐石"磐石空间"概念店已正式亮相，为本地消费者带来了场景化、沉浸式的户外购 物新体验。 户外品牌强势集结，打造一站式购物新据点 记者走访发现，砂之船(南京江宁)奥莱敏锐把握市场脉搏，对户外品类进行了系统性布局。项目方在一 楼生态街规划了集中的户外装备专区，将骆驼户外、安德玛户外等知名品牌与全新引进的凯乐石"磐石 空间"有机整合，形成了品牌集聚效应。 这个精心规划的户外专区汇聚了众多国内外知名户外品牌，覆盖了从专业登山徒步到休闲露营等各种户 外场景。消费者在这里可以轻松对比不同品牌的产品特色，根据自身需求选择合适的装备，真正实现 了"一站式"购齐的便利体验。 探秘南京首家磐石空间：沉浸式体验成最大亮点 作为本次业态升级的最大亮点，凯乐石"磐石空间"南京首店以其独特的设计理念引人注目。这家全新升 级的概念店以山系文化美学为设计核心，通过岩石肌理的艺术装置营造出专业户外场景，让消费者在购 物时仿佛置身于真实的户外环境中。 店内特别设置的"FUGA防滑实验室"成为体验区的亮点，顾客可以在这里直观感受产品卓越 ...

Core Points - Hema Fresh officially opened its first store in Jiangyin on September 30, coinciding with the "Golden Week" holiday, establishing a new popular destination in the area [1] Group 1: Store Overview - The Hema Fresh Jiangyin store is located on the first floor of Wanda Plaza on People's West Road, covering an area of over 3,500 square meters and offering more than 5,000 global and local specialty products [3] - The store features a wide range of categories, including fresh flowers, baked goods, seafood, poultry, and high-end health brands, catering to consumers' one-stop shopping needs [3][4] Group 2: Consumer Experience - Customers experienced long queues as the store opened at 8:58 AM, highlighting strong local interest and demand [3] - The store offers live seafood processing and tasting services, enhancing the shopping experience [4] Group 3: Seasonal Promotions - The "Golden Week" coincides with the Mid-Autumn Festival, leading to a surge in sales for mooncakes, hairy crabs, durians, and flowers [6] - The store has introduced hairy crabs from Yangcheng Lake and Xinghua, capitalizing on seasonal demand [6] Group 4: Popular Products - During the online trial operation, products such as durian mille-feuille, Swiss rolls, salmon slices, fresh milk, and cloud mist green tea became local favorites, ranking among the top five repurchased items [7] - The store has set up food stalls offering local snacks to cater to diverse consumer tastes, allowing customers to enjoy food while shopping [7]

Company Overview - International Home Retail Limited is primarily engaged in home goods retail, operating brands such as "JHC Japan City," "123byELLA," "DollarMart," "CityLife," "Stationery Generation," "Kitchen Joy," "Japan Home," and "JHC Online Shopping" [1] - The company operates through three business segments: retail, wholesale, and franchising [1] Shareholders and Management - The total share capital of International Home Retail is 724.02 million shares, with Hiluleka Limited holding 45.24% [1] - Founders Liu Baihui and Wei Lixia have managed the company since its inception in 1991, ensuring stable operations [1] Historical Development - Founded in 1991, the first store opened in North Point, Hong Kong [2] - Transitioned from a "ten-dollar store" to a "home goods specialty store" in 2001, expanding product offerings [2] - Acquired various brands and expanded retail networks, including significant acquisitions in Singapore and Macau [2][3] Main Business Analysis - **Brand Overview**: - "Japan City" focuses on essential home goods at mid to low-end prices [2] - "123byELLA" targets young adults with trendy home and decor items [3] - "CityLife" caters to high-income families seeking convenience [3] - "Stationery Generation" serves students with various stationery and small toys [3] - **Product Procurement**: - The company sources from over 650 suppliers across 13 regions, including Japan, Korea, and the U.S. [4] - Subsidiaries in mainland China and Taiwan handle local procurement [4] Financial Analysis - Revenue for the fiscal year 2025 was HKD 2.537 billion, a decrease of 5.59% year-on-year [5] - Profit attributable to shareholders was HKD 47.727 million, down 52.78% year-on-year [5] - Cash and cash equivalents stood at HKD 285 million, a decrease of 15.94% [5] Investment Highlights - The company maintains a relatively strong cash flow, with cash and cash equivalents of HKD 285 million [5] - A high dividend yield of 11.29% is noted, indicating potential returns for investors [5]

Core Insights - JD MALL (Beijing South Third Ring Store) is the largest store in China and the first in Beijing, featuring a blend of traditional culture and modern technology [1][3] - The store spans 78,000 square meters and offers an immersive shopping experience with a full range of products and scene-based services [1][3] Group 1: Store Features - The store integrates over 30 immersive 1:1 real-life smart experience halls, catering to personalized needs by replicating real home scenarios [3] - It includes a diverse range of commercial forms across seven floors, featuring over 200,000 product types, including home appliances, home decor, 3C digital products, leisure, and outdoor activities [3][4] Group 2: Unique Offerings - The e-sports digital experience area features top brands like Apple, Huawei, and Razer, providing customized high-performance gaming setups [4] - The food and baking experience area allows consumers to engage in DIY baking with the latest trendy appliances and interact with professional baristas [4] Group 3: Specialized Services - The laundry care center includes top brands like Casarte and Haier, offering free "clothing care laboratory" services for high-end laundry and leather care [6] - The store features a unique exhibition hall designed by a national-level embroidery inheritor, inspired by traditional architecture, providing a distinctive visual experience [6] Group 4: Cultural and Family Engagement - JD MALL has initiated an external leasing model, attracting the National Library bookstore to create an immersive cultural space for reading, art, and social interaction [7] - A large children's playground has been developed in collaboration with Le Lifang, providing educational and entertaining experiences for families [7]

Group 1 - The core viewpoint of the articles highlights that Suning.com has shown a steady recovery in its business fundamentals, achieving a revenue of 12.894 billion yuan in Q1 2025, a year-on-year increase of 2.50%, and a net profit of 17.96 million yuan, marking a turnaround from losses and achieving profitability for four consecutive quarters [1] - The company has expanded its store network significantly, with over 10,000 stores covering first and second-tier cities as well as county towns, and has opened and upgraded 11 new Suning Max and Suning Pro stores in Q1, leading to a 19.3% year-on-year increase in store sales revenue [1] - Suning.com is actively launching promotional activities ahead of the May Day holiday, with new Max stores opening in Nanjing and Beijing, which will enhance customer experience through upgraded services and product offerings, catering to the growing demand for high-quality and personalized shopping experiences [1] Group 2 - Industry analysts note that the current trend in physical consumption is on the rise, with experiential shopping and one-stop shopping becoming new trends in offline retail, indicating a favorable environment for Suning.com's store upgrade strategy [2] - The opening of the new Suning Max stores represents a significant step in the company's strategy to deepen and accelerate its store upgrades, which is expected to boost physical consumption and create a more promising outlook for the capital market [2]

Core Viewpoint - The conversation between Trump and the South Korean acting president focused on various economic and military issues, indicating potential for a significant bilateral agreement [1] Economic Discussions - The discussions included South Korea's substantial and unsustainable trade surplus, tariffs, shipbuilding, and large-scale purchases of U.S. liquefied natural gas [1] - South Korea's joint venture in the Alaskan pipeline was also a topic of conversation, highlighting energy collaboration [1] Military Spending - Trump emphasized that South Korea began paying for military protection during his first term, amounting to billions of dollars, but this arrangement was reportedly terminated by President Biden [1] - The termination of military cost-sharing has caused surprise among stakeholders [1] Future Negotiations - There is optimism about reaching a great bilateral agreement, with South Korea's top team reportedly en route to the U.S. for further discussions [1] - The U.S. is also engaging with multiple other countries that are interested in reaching agreements, indicating a broader strategy beyond just trade and tariffs [1]