此前已有报道，至8月底，盒马的所有X会员店将全部停业。盒马聚焦方向指向了"盒马鲜生""盒马 NB"（NB指邻里业务）两大核心业态。盒马对此表示，去年开始陆续关闭了10家X会员店，这些调整的 门店占盒马总门店数不到2%。 据了解，盒马在今年上半年，先后在泰州、宿州、天津、唐山、遂宁等多城开出首店。盒马CEO严筱磊 表示，看好中国内需消费市场的广阔前景，将坚持用户至上的经营理念。 凤凰网科技讯 8月7日，据第一财经消息，盒马方面公布了最新开店计划：盒马鲜生财年内目标开出100 家新店，届时盒马门店数将超过500家。 ...

Core Insights - Hema plans to open nearly 100 new stores in the upcoming fiscal year, expanding into over 50 new cities, reflecting confidence in the domestic consumption market [1] - Hema has rapidly grown to become one of the top three chain supermarkets in China, with over 420 stores expected by March 31, 2025, and a GMV of 75 billion RMB, ranking third among domestic supermarkets [1] - The company has established a robust supply chain network with 8 supply chain centers and over 300 direct procurement bases, enhancing its ability to develop private label products [4] - Hema has focused on two core business models, Hema Fresh and Hema NB, leading to its first annual profit in the last fiscal year [5] - The integration of the 88VIP and Hema membership systems has doubled membership numbers, indicating strong consumer recognition and engagement [8] Business Expansion - Hema's rapid store openings have created significant consumer interest, with reports of long queues and high sales volumes in new locations [2] - Unique product offerings, including rare imported goods and competitively priced items, have driven customer traffic both online and offline [2] Supply Chain and Product Development - Hema's extensive supply chain infrastructure supports its commitment to sourcing high-quality products, which has been a key factor in attracting customers [4] Strategic Focus - The strategic focus on core business models has allowed Hema to adapt to market trends and achieve sustainable growth [5] Membership and Consumer Engagement - The collaboration between 88VIP and Hema has enhanced customer loyalty and engagement, reflecting the effectiveness of Hema's marketing strategies [8]

Core Insights - Hema Fresh plans to open nearly 100 new stores within the fiscal year, expanding to over 50 additional cities, resulting in a total of more than 500 stores [1] Company Strategy - Hema's CEO, Yan Xiaolei, expresses confidence in the vast potential of China's domestic consumption market, focusing on continuous store openings to reach more customers [1] - The company aims to leverage Alibaba's large consumer platform to expand its service reach [1] Membership Integration - Recently, the 88VIP membership program has been integrated with Hema's membership system for the first time [1]

Group 1 - The core viewpoint of the article is that Hema plans to open nearly 100 new stores within the fiscal year, expanding its presence to over 500 stores across more than 50 cities in China [2] - Hema's CEO, Yan Xiaolei, expresses confidence in the vast potential of China's domestic consumption market [2] - Over the past year, Hema has shifted its focus to its main business formats, Hema Fresh and community discount stores, while discontinuing exploratory projects like the Hema X membership stores, with the last one set to close by the end of August [2] Group 2 - According to Alibaba Group's fiscal year 2025 report, Hema's GMV (Gross Merchandise Volume) is projected to exceed 75 billion yuan for the fiscal year from April 2024 to March 2025, marking its first year of profitability [2] - Hema Fresh is expected to operate over 420 stores by the end of the fiscal year [2]

2025.08. 07 过去一年，盒马转向聚焦盒马鲜生和社区折扣店两个主力业态，陆续退出X会员店等探索型项目。8月底最后一家盒马X会员店将关闭。 阿里巴巴集团2025财年年报显示，盒马2024年4月-2025年3月的2025财年GMV（商品交易总额）超750亿元，首次实现全年盈利，盒马鲜生业态运营超 过420家门店。 微信编辑 | 七三 第一财经持续追踪财经热点。若您掌握公司动态、行业趋势、金融事件等有价值的线索，欢迎提供。 专用邮箱： bianjibu@yicai.com （注：我们会对线索进行核实。您的隐私将严格保密。） 本文字数：354，阅读时长大约1分钟 作者 | 第一财经 乐琰 8月7日，盒马公布了最新开店计划：盒马鲜生计划财年内开出近100家门店，新增超过50个覆盖城市，届时盒马鲜生门店数将超过500家。 盒马CEO严筱磊表示，看好中国内需消费市场的广阔前景。 推荐阅读 东风柳汽人士：首次还原"车头掉落"疑云与细节 1 e for 0 is ic : 1- aky i . - 30 : i . e s l ...

Core Insights - Hema Fresh plans to open nearly 100 new stores within the fiscal year, expanding to over 50 additional cities, resulting in a total of more than 500 stores [1] - The CEO of Hema, Yan Xiaolei, expresses confidence in the vast potential of China's domestic consumption market, emphasizing the mission to meet consumers' growing desire for a better life [1] - Hema has shifted its focus to its main business formats, Hema Fresh and community discount stores, while gradually exiting exploratory projects like X membership stores [1] Company Strategy - Hema Fresh is committed to a user-centric business philosophy, prioritizing good products and services as the foundation for sustainable future growth [1] - The company has actively opened its first stores in multiple cities, including Taizhou, Suzhou, Tianjin, Tangshan, and Suining, in the first half of the year [1]