12月16日，《零售圈》团队实地探访了位于河南百荣市场D区1楼的淘小胖供应链门店，与其他门店不同是：这个店的门头为"淘小胖丨供应链 TAOXIAOPANG SUPPLY CHAIN。" 据工作人员介绍，店内可以零售，也可以批发，门店价格均为零售价格，批发价格可以单独谈，比这个价格更低。记者看到，在店里两个洽谈桌上围着很 多聊合作的客户，有人直接拿着合同。 门店分上下两层，大约200平米左右，一层为淘小胖自有品牌专区，从冷冻冷藏，酒水饮料，米面粮油，休闲食品，家庭冲调，个人护理，家居用品。 rant The Barcel TE th r 1988 上海起 for in a look 下有名特集 | 2007 NETTEN t @ 11940589 | Parts Gallery Barren Brand Production Comments of British Grand Production Comments of Broom Comments of Broom of Childers of British Grand Comments of Briti 信誉 e 1 y years of and | 1 ...

作为京东折扣超市北京首店，西山荟店深度融合京味文化打造特色购物场景。店内现场制售区香气四 溢，既有红糖焙子、老北京排叉等儿时京味，透明化制作尽显诚意；更有年轻人喜爱的8.9元/块意式披 萨、9.8元/个不同口味的鸡腿汉堡等中西融合美食，现做现卖。全新推出的黑椒柠檬口味烤鸡、全国门 店热销的招牌小笼包，也迅速成为北京市民追捧的热门单品；6.9元/斤的纯粮"京东酒坊"也吸引众多中 老年酒友驻足，成店内特色风景。 12月17日，京东折扣超市全国第九家门店——北京首店西山荟店在门头沟正式开业。自清晨起，门店外 便排起长队，开业瞬间客流如潮，京西消费者以极高热情迎接这家主打"京味儿烟火+极致低价"的新超 市，现场人气火爆，购物氛围持续高涨。 京东自有品牌矩阵强势发力，多款高性价比好物成囤货首选：9.9元的15L大桶纯净水被成箱搬上购物 车；七鲜糖炒板栗牛奶、京鲜舫馄饨同步定价9.9元，不少家庭用户批量选购，"价格比便利店实惠不 少，囤着当早餐正合适"。此外，26.9元/斤的"论斤卖袜子"区人气爆棚，市民挑选时算起实惠账："平均 一双不到2元，全家能穿小半年，太划算了！" 恰逢冬至佳节，门店打造的冬至水饺专区同步上线，近 ...

Core Viewpoint - JD's discount supermarket has opened its first store in Beijing, attracting significant customer interest and demonstrating strong market appeal and operational efficiency [1][13]. Group 1: Store Opening and Customer Response - The new store in Beijing's Mentougou district opened to long queues and high customer enthusiasm, indicating a successful launch [1]. - The store features a blend of local culture and affordable pricing, creating a unique shopping experience that resonates with consumers [3][15]. Group 2: Product Offerings and Pricing Strategy - The store offers a variety of products, including local delicacies and popular items at competitive prices, such as 8.9 yuan for pizza and 9.8 yuan for chicken burgers, appealing to a wide demographic [3][5]. - High-value items like 15L bottled water at 9.9 yuan and socks sold by weight at 26.9 yuan per jin have become popular among shoppers, emphasizing the store's focus on affordability [5]. Group 3: Seasonal Promotions and Consumer Engagement - The store has launched a winter solstice dumpling section with nearly 30 varieties and promotional activities, attracting many customers [7]. - A "100% winning" opening promotion has further engaged shoppers, enhancing the festive atmosphere and encouraging participation [11]. Group 4: Supply Chain and Fresh Produce - The fresh produce section benefits from direct sourcing, offering competitive prices on essential items like pork at 5.99 yuan per jin and fresh shrimp at 23.9 yuan per jin, meeting consumer demand for quality and affordability [9]. - The store's operational model leverages JD's strong supply chain to eliminate middlemen, ensuring low prices and freshness [9]. Group 5: Market Strategy and Future Outlook - This store marks a significant step for JD in expanding its presence in first-tier cities and revitalizing the local commercial landscape in Beijing [15]. - The company plans to maintain stock of popular items to ensure a consistent low-price shopping experience for residents [15].

零售专家指出，京东折扣超市北京首店选择社区密集的门头沟老城区而非核心商圈，瞄准了价格敏感型 家庭消费群体。在当前消费分级趋势下，硬折扣业态正迎来发展窗口期。然而，在一线城市与奥乐齐等 成熟玩家同场竞技，京东需要在 "效率优先"的硬折扣本质与 "丰富选择"的本土需求之间找到最佳平衡 点。 12月17日，京东旗下硬折扣超市全国第九店正式在北京门头沟区西山荟购物中心开门迎客。 区别于传统商超的促销模式，京东此次主打的是源于欧洲的 "硬折扣"零售理念。与主要通过临时降价 吸引顾客的"软折扣"不同，硬折扣是一种通过精简商品种类、大规模发展自有品牌、极致优化供应链等 方式，实现商品长期、稳定低价的商业模式。全球硬折扣巨头奥乐齐（ALDI） 正是此中典范，凭借不 足2000个SKU的精简商品矩阵、90%以上的高自有品牌占比，以及贯穿始终的"极简"运营哲学，在全球 市场取得了巨大成功。这家拥有112年历史的德国零售巨头，在2025年展现出逆势扩张的强劲势头，其 门店网络已遍布欧洲、美国、英国、中国及澳大利亚等全球四大洲，总数超过13,000家。自2019年落户 上海以来，奥乐齐在中国市场深耕六年，已成功从上海拓展至苏州、无锡 ...

Core Insights - A-shares experienced significant adjustments on December 16, with the retail sector, represented by major consumer stocks, continuing to rebound, and smart driving concept stocks surging [1][3] Group 1: Retail Sector - Yonghui Supermarket's rise is attributed to its transformation efforts amid operational challenges and favorable policies, including the implementation of the "Fat Donglai" model and quality retail strategies [3] - Baida Group's attention is driven by policy support and internal positive signals, such as the early termination of shareholding reduction plans and actual controller's share increase, leading to four consecutive trading days of gains [4] Group 2: Aerospace and Technology - Aerospace Electronics gained focus due to the booming commercial aerospace industry, with external factors like SpaceX's IPO plans and internal advantages as a leading platform under China Aerospace Science and Technology Corporation [3] - Aerospace Development's rise is linked to industry benefits and internal reforms, participating in low-orbit satellite projects and benefiting from national strategic support [4] Group 3: Smart Driving and Automotive - Beiqi Blue Valley's listing is primarily driven by the active smart driving sector and improved company performance, with a significant year-on-year sales increase of approximately 69.05% in the first three quarters [5] - Aerospace Information's entry into the hot list is due to its involvement in electronic ID and vocational education concepts, gaining attention from the market [5] Group 4: Policy and Market Environment - Pingtan Development's rise is supported by favorable policies and market conditions, being positioned as a core topic for cross-strait integration due to its strategic location [6] - Tongyu Communication, Hualing Cable, and Dongbai Group's performance is characterized by multiple thematic effects, with each company benefiting from various emerging fields and favorable market conditions [6]

Core Insights - The opening of the Yonghui Supermarket in Tongcheng marks the first implementation of the "Pang Dong Lai model" in the Anqing county market, aiming to enhance the quality of consumer experience for local residents [2][12] Group 1: Store Renovation and Upgrades - The store renovation focuses on four key dimensions: product structure, shopping environment, service experience, and employee care [4] - The product structure has been significantly optimized, achieving over 80% alignment with the Pang Dong Lai standards, featuring a dedicated area for nearly 60 popular products [6] - The shopping experience has been qualitatively improved with wider aisles, lower shelves for better visibility, and various customer-friendly facilities [9] Group 2: Employee Welfare and Engagement - The number of employees has increased post-renovation, with benefits including 10 days of paid annual leave after one year of service, free meals, and rest areas [11] - Employees will also have the opportunity to participate in profit sharing once the store becomes profitable, enhancing service motivation and team cohesion [11] Group 3: Overall Impact and Expectations - The renovation of Yonghui's Tongcheng store represents a solid exploration and practical application of the "Pang Dong Lai model" in county markets, introducing a quality lifestyle and warm service [12] - The store is set to officially reopen on December 19, marking a new chapter in quality consumption for the Tongcheng community [12]

Market Overview - The A-share market experienced a collective decline, with the Shanghai Composite Index falling by 1.11% to 3824 points, the Shenzhen Component Index down by 1.51%, and the ChiNext Index dropping by 2.1% [1][2] - The total market turnover was 1.75 trillion yuan, a decrease of 463 billion yuan compared to the previous trading day, with over 4300 stocks declining [1] Sector Performance - The precious metals sector saw significant declines, with notable drops in stocks such as Xiaocheng Technology and Western Gold, which fell over 8% and 7% respectively [4][5] - The Hainan sector faced pressure, with New Dazhou A dropping over 9% and other stocks like Hainan Highway and Hainan Ruize also declining [10] - The controllable nuclear fusion sector experienced a sharp drop, with Guoji Heavy Industry and Jingda Co. hitting the daily limit down [8][9] - The retail sector saw gains, with stocks like Yonghui Supermarket and Cuilan Co. hitting the daily limit up, supported by government policies aimed at boosting consumption [12][16] Notable Stocks - Xiaocheng Technology closed at 29.46 yuan, down 8.51%, while Western Gold ended at 26.10 yuan, down 7.61% [5] - Yonghui Supermarket reached a closing price of 5.56 yuan, up 10.10%, following announcements from the central government regarding economic policies [12][16] - The film industry faced declines, with Bona Film Group hitting the limit down and other companies like China Film and Ciweng Media dropping over 9% [6][7] Policy Impact - The central government emphasized expanding domestic demand as a key task for the upcoming year, which is expected to influence market sentiment positively [11][16] - The Hainan Free Trade Port is set to officially start operations on December 18, 2025, which may impact local businesses and investment opportunities [13]

Core Insights - The announcement by Zhongbai Group regarding the closure of 30 warehouse stores signifies a troubling trend in the retail industry, with an estimated loss of 180 million yuan expected from these closures [1] - The retail landscape in China is shifting, with a significant number of chain supermarkets reducing their store counts, leading to over 3,000 store closures in 2024 alone [3] - Consumer habits have evolved, with a preference for convenience and immediate access to goods, favoring community supermarkets over large warehouse stores [5] Group 1: Industry Trends - In 2024, the top 100 chain supermarkets in China saw 62 companies reduce their store sizes, indicating a broader trend of downsizing in the retail sector [3] - Major retailers like Walmart, Yonghui, and RT-Mart are also scaling back, reflecting a significant shift in consumer purchasing behavior [3] - The rise of online shopping platforms such as Hema, JD Daojia, and Meituan has intensified competition, offering home delivery services that appeal to time-conscious consumers [5][7] Group 2: Company Strategies - Retailers are attempting to adapt by exploring new business models, such as Daili's membership store approach and Yonghui's focus on optimizing products and services [7] - Zhongbai's decision to close 30 underperforming stores is seen as a necessary step to reduce fixed costs and improve financial health [9] - The transformation journey for these retailers is challenging, with significant investments required and uncertain outcomes [9] Group 3: Consumer Behavior - The traditional family outing to large supermarkets has diminished, with weekends now dominated by activities like movies and dining out [5] - Consumers are increasingly opting for quick purchases rather than dedicating time for bulk shopping, reflecting a shift in lifestyle [5] - The success of retailers like Pang Donglai is attributed to their exceptional service experience, highlighting the importance of customer engagement in retaining loyalty [9]

就在本周五(12月19日)！京东七鲜超市石家庄首店将于裕华万达广场2层正式开业。新店不仅将带来众 多"又好又便宜"的特色商品，更有爆品直降、百款好货买一赠一、新人专享礼等多重福利，进一步丰富 本地居民的餐桌选择和购物体验。 自七鲜宣布入驻以来，石家庄市民的期待值持续拉满，"七鲜必买清单"等讨论刷屏本地社交平台。为了 让更多市民提早享受便利和实惠，京东七鲜自11月28日起已提前开启线上配送服务，并持续扩大覆盖范 围，目前配送区域已延伸至以裕华万达广场为核心的周边大片区域，市民通过京东自营秒送频道、七鲜 或七鲜超市微信小程序下单，最快30分钟即可坐等送货上门。 开业期间，七鲜为石家庄消费者准备了丰富福利：多款人气爆品价格直降，并推出"百款精选好货买一 赠一"活动，涵盖蔬菜水果、肉禽蛋品、饮料酒水、休闲食品、烘焙、水产、家居日用等多品类，一站 式满足家庭采购需求。七鲜还同步上线新人专享礼，新用户可领取最高百元券包，部分专享商品低至 0.01元，首单更享免费配送，轻松开启高性价比购物体验。开业前三天，七鲜全场各个区域更开启试吃 活动，邀请市民畅享七鲜特色商品。 其中，七鲜多款特色生鲜产品格外值得期待。如高品质的供港基 ...

Core Viewpoint - JD's Seven Fresh supermarket is set to open its first store in Shijiazhuang on December 19, 2023, at the Yuhua Wanda Plaza, offering a variety of affordable and quality products along with promotional activities to enhance the shopping experience for local residents [1][15]. Group 1: Store Opening and Promotions - The new store will feature multiple promotional activities, including price reductions on popular products, a "buy one get one free" offer on selected items, and exclusive deals for new users, such as vouchers worth up to 100 yuan and free delivery on first orders [5][15]. - Seven Fresh has initiated online delivery services since November 28, 2023, expanding its coverage to a large area around Yuhua Wanda Plaza, allowing customers to receive orders within 30 minutes [3][5]. Group 2: Product Offerings - The store will offer a range of high-quality fresh produce, including vegetables from a regulated supply chain and a "24-hour vegetable" program ensuring freshness and traceability [7]. - Seven Fresh will introduce premium imported fruits, such as Chilean cherries and various berries, leveraging direct sourcing to provide better prices and quality [9]. - The store will also feature popular "internet celebrity" products, including unique desserts and health-focused snacks, catering to diverse consumer preferences [11]. Group 3: Market Impact - The opening of Seven Fresh aligns with Shijiazhuang's initiative to develop a "first-store economy," enhancing consumer experience and contributing to the local retail market's growth [15]. - The supermarket aims to provide a fast, affordable, and quality shopping experience, thereby upgrading the region's instant retail services [15][16].