Core Insights - Hema Fresh opened its first store in Zibo, Shandong, attracting long queues before opening, highlighting strong local demand for its products [1][3] - The CEO of Hema announced plans to open nearly 100 new stores within the fiscal year, expanding into over 50 new cities, aiming to exceed 500 total stores [3] - The Zibo store covers 4,000 square meters and offers a wide range of products, including fresh produce, baked goods, organic vegetables, seasonal fruits, and flowers [3] Group 1 - Zibo is a key economic hub in Shandong, enhancing its consumer capacity due to the popularity of local attractions like "Zibo Barbecue" and the presence of international commercial complexes [3] - The store's opening coincided with summer vacation, attracting families and increasing foot traffic, with local consumers showing a preference for imported fruits and seafood [5][7] - Hema has established a robust supply chain network with 8 supply chain centers, over 300 direct sourcing bases, and 8 logistics hubs, ensuring timely delivery of products from various regions [5] Group 2 - Local products, such as "live shiitake mushrooms," were featured at the opening, showcasing Hema's commitment to sourcing quality agricultural products from Zibo [5][9] - The store introduced popular items like a 9.9 yuan/500ml green bean-flavored wheat beer and a 19.9 yuan/liter hazy IPA, appealing to younger consumers [7] - Hema aims to enhance the shopping experience for Zibo customers by providing a diverse selection of global products and improving service convenience [9]

全球供应链，究竟是链还是网？ 提出这个问题并不是在咬文嚼字。深入了解全球供应链的运行就会发现，搞清楚"是链还是网"对于当下 跨国贸易十分重要。 在供应链管理理论中，有一个叫作"牛鞭效应"的经典概念。它最早由麻省理工学院的杰·福雷斯特教授 在1961年提出。福雷斯特通过系统研究发现，即使在需求小幅变化的情况下，供应链上各个环节的波动 也会逐渐被放大，最终影响整条供应链。 那么当牛鞭效应发生在网络之中，又会发生什么呢？简而言之，就是放大，再放大，直到事态走向不可 预知。 牛鞭效应的形成机制大体可归纳为信息不对称、缺乏协调机制、过度反应和过度调整等因素。在链式传 递中，4个因素虽然交织影响，但依旧遵循线性原理，即便波动被放大，但影响依旧局限在某一条产业 链中。但当众多产业链集结成网，波动就会扩散开来，并以指数级别相互作用，最终导致整张网络的震 荡。此时，受影响的就不再是一家企业、一个产业，而是全球经济。 理解了这一点就能明白，为什么全球供应链专家、香港中文大学商学院终身教授吴靖会在其新作《全球 供应链超级趋势》中，用了整整一个章节来阐述国家间供应链网络的形成过程。 在吴靖看来，当人们讨论全球供应链的时候，实际上是在 ...