近两年的中国烘焙行业，有一个新的风向词："商超烘焙"。 它不再是附属在生鲜区角落的小档口， 而是各大零售品牌重仓的"第二增长引擎" 。 山姆用麻薯和榴莲千层打开了业绩天花板，盒马用现烤区撑起品牌新鲜感，永辉、物美、APIO们也 都在悄悄试水"烘焙自营化"与"工厂联动"。 风口之上，问题也在叩门：新零售品牌的烘焙供应链如何变革？谁来为超市提供足够稳定、标准 化、又不失创新与风味的产品？ 这就是"2025生鲜大课"要交出的新答案。 零售经营的"工匠精神" 张 欣 Apio超市董事长 美特好开心大集模式解读 储思遥 美特好执行总裁 洞察华东社区生鲜市场盈利密码 马振凯 钱大妈华东区总 超市冻品发展趋势及机会点 李文彪 Iceland Lab基地副总经理 盒马烘焙,始于爆品 凡得 盒马烘焙总经理 奥乐齐爆火背后的营销密码 艾 纶 超纶咨询创始人 拆解生鲜供应链,从源头做好品控 武德银 叮咚买菜品控中心负责人 超市大调改,生鲜怎么调? 贾纪发 一家亲超市营采总监 另 论坛 超市肉品经营分论坛 肉品精细化经营带来的增长机会 陈兴根"肉匠"三修 天虹肉品经营突破实战 王思涵 City'Super超市食品部采购高级经理 超市 ...

Group 1 - The core idea of the articles revolves around the success of a fresh produce supply chain in Xinpu Street, driven by the entrepreneurial efforts of Xu Wenqiang, who recognized the potential of e-commerce for local agricultural products [1][2][3] - The company, Guoqihang Fresh Supply Chain, has established a comprehensive supply chain system that includes procurement, sorting, packaging, and logistics, ensuring quality control and timely delivery of products [2] - The annual sales of Guoqihang have surpassed 20 million yuan, with daily sales reaching 3,000 to 4,000 orders, and exceeding 10,000 during peak seasons, showcasing the growth of the e-commerce sector in the region [2] Group 2 - The local government has actively supported the integration of e-commerce and agriculture, providing free training, logistics subsidies, and supply chain financing, which has attracted young entrepreneurs back to their hometowns [2] - The success of Guoqihang is part of a broader trend in Xinpu Street, where two e-commerce companies have achieved annual sales exceeding 10 million yuan, and local specialties are gaining popularity on platforms like Douyin, Pinduoduo, and Taobao [2] - The transformation from "growing well" to "selling well" is evident as the local agricultural products are reaching a national market, providing livelihoods and hope for many residents [3]

Core Viewpoint - The article highlights the seasonal availability of various crab species and emphasizes the advantages of JD Seven Fresh's supply chain in providing high-quality, cost-effective seafood to consumers during the autumn season [1][9]. Group 1: Product Offering - JD Seven Fresh offers a variety of crab products including live hairy crabs, blue crabs, and bread crabs, catering to different consumer preferences [3][6]. - Specific pricing includes live Northeast cold-water hairy crabs at 49.9 yuan for four (65-80g each), June yellow crabs at 39.9 yuan for four (60-80g each), and live blue crabs at 34.9 yuan each (150-200g) [6]. Group 2: Supply Chain and Delivery - The company utilizes a "sea-catch direct" model, ensuring fresh seafood is delivered to consumers within 16 hours, with an option for 30-minute delivery through online orders [4][7]. - This model reduces intermediaries, maintaining product freshness while passing cost savings onto consumers, thus balancing quality and price [7][9]. Group 3: Consumer Experience - Consumers have praised JD Seven Fresh for the freshness and affordability of its crab products, with many appreciating the convenience of not having to select the crabs themselves [9]. - The company also offers a processing area for customers to have their seafood prepared on-site, enhancing the overall dining experience [9]. Group 4: Promotions and Offers - New users can enjoy promotional prices starting from 0.01 yuan, along with additional discounts for multiple orders and free shipping for JD PLUS members [10].

Core Viewpoint - JD Seven Fresh has launched its "first catch" of live hairy crabs, marking the beginning of the sea catching season, emphasizing the freshness and quality of the seafood offered to consumers [1][3][5]. Group 1: Product Offering - The first batch of live hairy crabs is now available in JD Seven Fresh stores, showcasing their vibrant and fresh appearance [1]. - The crabs are sourced from the rich nutrient waters of the Lusi fishing ground, known for its high-quality seafood, particularly during the optimal catching period in early August [7]. - During the sea catching season, live hairy crabs are priced at 99 yuan for six, with each crab carefully selected to ensure quality [7]. Group 2: Supply Chain and Logistics - JD Seven Fresh utilizes a "sea catch direct" model to connect directly with high-quality seafood sources, minimizing intermediaries and ensuring freshness [9]. - The logistics process is designed to maintain the crabs' freshness, with rapid transportation and oxygenation methods implemented immediately after catching [9]. - Consumers can track the entire supply chain process, including catching time and logistics, enhancing transparency and trust in the product's freshness [9].

Core Viewpoint - JD.com is innovating its food delivery service with the launch of "Qixian Xiaochu," focusing on fresh food supply chains and partnerships with chefs and restaurants to enhance its offerings in the competitive food delivery market [2][5][9]. Group 1: Business Model and Strategy - JD.com announced a cash investment of 1 billion yuan to recruit national restaurant brands and individual chefs for its "Dish Partner" program, where chefs provide recipes and participate in product development [3][15]. - The first Qixian Xiaochu store opened in Beijing, and it has already sold over 1,000 orders since its launch [4]. - The new model aims to differentiate JD's food delivery service from competitors like Meituan by emphasizing fresh ingredients sourced directly from suppliers and prepared in a standardized manner [9][12]. Group 2: Market Position and Competition - Qixian Xiaochu plans to recruit partners for 1,000 signature dishes, allowing chefs to have their recipes cooked and sold through JD's platform [7]. - The service currently has slower delivery times compared to other brands, with delivery times approaching one hour during peak hours [8]. - There are concerns about potential competition between Qixian Xiaochu and other third-party merchants on JD's platform, as the market is already saturated with dining options [17]. Group 3: Future Plans and Investments - JD.com aims to invest over 10 billion yuan in the next three years to establish over 10,000 Qixian Xiaochu stores nationwide, with partners not required to invest in store setup or labor costs [15]. - The company is actively engaging with well-known restaurant brands to explore collaboration opportunities, although some brands are cautious about joining the program until its market viability is proven [16].

Group 1 - JD.com announced an investment of 1 billion yuan to launch a "Dish Partner" recruitment plan aimed at national catering brands and individual chefs, with the self-operated brand "Seven Fresh Kitchen" serving as the production platform for freshly cooked meals [2] - The first Seven Fresh Kitchen store has opened in Dongcheng District, Beijing, and has already sold over 1,000 orders on the JD.com takeaway platform [2] - JD.com founder Liu Qiangdong indicated that the new delivery model would differ significantly from Meituan's, and the unveiling of Seven Fresh Kitchen marks this innovation [2][3] Group 2 - Seven Fresh Kitchen aims to recruit partners for 1,000 signature dishes, allowing chefs to provide recipes for the platform to prepare and serve [2][4] - The kitchen emphasizes a fresh supply chain, sourcing ingredients directly from suppliers and preparing meals in a transparent kitchen environment [3] - Several well-known restaurant brands have already signed up as initial partners, although specific collaboration plans have yet to be finalized [4][5] Group 3 - The menu at Seven Fresh Kitchen includes a variety of dishes priced between 10 to 40 yuan, with promotional coupons available [6] - JD.com plans to invest over 10 billion yuan over the next three years to establish more than 10,000 Seven Fresh Kitchen locations nationwide, with partners not required to invest in store setup or labor costs [6] - The competitive landscape may shift as Seven Fresh Kitchen operates alongside other third-party merchants on the JD.com platform, leading to potential market challenges [6]

Group 1 - JD's first self-operated takeaway store "Qixian Xiaochu" officially opened on July 20, marking a significant step in its food delivery business [2] - The store operates on an "online ordering + self-pickup" model, with no dine-in options available [2] - The store is located in Beijing and has already sold over 800 items with a high rating of 4.9 [2] Group 2 - The menu includes a variety of dishes such as stir-fried specialties, pasta snacks, fried rice, and beverages, with prices ranging from 5.8 to 33.8 yuan after discounts [2] - JD's founder Liu Qiangdong indicated that the company's strategy focuses on leveraging the fresh supply chain rather than solely competing in the food delivery market [6] - JD has been accelerating its offline fresh retail layout, including the opening of the first "Qixian Meishi MALL" in Harbin, which combines supermarket and dining experiences [6]

Core Viewpoint - The article discusses the launch of JD's first self-operated takeaway store named "Qixian Xiaochu," indicating JD's strategic move in the takeaway market despite the ongoing competition and subsidy wars in the industry [1][6]. Group 1: Company Developments - JD's "Qixian Xiaochu" officially opened on July 20, 2023, offering a "takeaway + self-pickup" model without dine-in options [1][6]. - The store features a transparent kitchen, allowing customers to see the cooking process, and includes areas for delivery personnel and self-pickup [6]. - The menu includes freshly prepared dishes such as wonton noodles, pork leg rice, Korean mixed rice, and pasta, with prices ranging from 10 to 30 yuan, and it has already sold 800 portions [7]. Group 2: Strategic Insights - JD's founder, Liu Qiangdong, emphasized that the takeaway business is part of a broader strategy to enhance the fresh food supply chain, suggesting that profitability will come from supply chain efficiencies rather than direct sales [8][10]. - The launch of "Qixian Xiaochu" aligns with JD's goal to leverage its supply chain for profitability, indicating a shift in focus from traditional takeaway competition to supply chain management [8][10]. Group 3: Industry Context - The takeaway market is experiencing significant competition, with companies like Meituan and Taobao also enhancing their service offerings to differentiate themselves [10]. - Experts predict that the industry will see more differentiated development, with JD focusing on self-operated models and collaboration with its e-commerce business [10].

Core Viewpoint - JD.com is launching a new self-operated food delivery model called "Qixian Kitchen," which aims to differentiate itself from Meituan and address food safety issues [2][6]. Group 1: Company Developments - JD.com has opened its first self-operated food delivery store named "Qixian Kitchen" on July 20, 2023, offering an "online ordering + self-pickup" model without dine-in options [2][5]. - The menu at "Qixian Kitchen" includes freshly prepared dishes such as wontons, pork leg rice, Korean mixed rice, and pasta, with prices ranging from 10 to 30 yuan [5]. - The store features a transparent kitchen, allowing customers to see the cooking process, and has a designated area for delivery personnel to pick up orders [5]. Group 2: Strategic Insights - JD.com's founder, Liu Qiangdong, emphasizes that the company's food delivery business is part of a broader strategy to serve the fresh supply chain, indicating a focus on profitability through supply chain management rather than front-end sales [6]. - The competitive landscape in the food delivery sector is evolving, with JD.com expected to strengthen its self-operated and 3C appliance categories, while also enhancing collaboration with its e-commerce business [6].

Group 1: JD Group's Business Model and Strategy - JD Group aims to create a business model distinct from Meituan, focusing on high-quality and safe food for consumers [1][9] - The emphasis is on leveraging the fresh supply chain behind food delivery to generate profits, rather than relying solely on meal orders [9] - The core challenge lies in balancing cost efficiency through technology with the need to enhance rider welfare, testing the company's commitment to social responsibility and commercial efficiency [1] Group 2: Competition Landscape - Future competition will focus on JD's ability to implement a "30-minute delivery" capability for fresh supply chains in the restaurant delivery sector [1] - Meituan faces the challenge of balancing merchant ecosystem health with profitability pressures while countering JD's combination of quality and low prices [1] Group 3: Performance Metrics - JD's "618" sales event saw a user count increase of over 100% year-on-year, with total orders exceeding 2.2 billion [5] - The performance in categories like 3C and home appliances remains strong, with significant growth in high-margin categories such as fashion and beauty [5] Group 4: Technological Innovations - JD's focus on supply chain efficiency aims to redefine the delivery ecosystem in the competitive instant retail market [9]