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实探全国最后一家盒马X会员店:货架多已清空
Xin Jing Bao· 2025-08-05 16:08
新京报贝壳财经记者 俞金旻 编辑 陈莉 校对 穆祥桐 8月初,全国最后一家盒马X会员店即将停业的消息引爆社交平台。 8月5日消息,盒马X会员店上海森兰商都店将在8月31日停止营业,这是盒马在全国仅余的一家会员 店。 新京报贝壳财经记者注意到,其实早在7月中旬,全国多家盒马X会员店已相继宣布停止营业。7月31 日,盒马X会员店北京世界之花门店、盒马X会员店的苏州相城店、南京燕子矶店相继宣布停止营业。 今年4月1日,盒马X会员店上海高青店、大场店、东虹桥店暂停营业。 对于盒马X会员店全部停业,贝壳财经记者从盒马官方人士处获悉,此次关店系盒马主动做的业务调 整。 8月5日下午,贝壳财经记者实地探访上海乃至全国仅剩"独苗"的盒马X会员森兰店。该店位于上海浦东 新区东北部的外高桥地区,走进大门,在明显的位置记者就看到标牌显示,门店将于8月31日停止营 业。 ▲ 全国"独苗",仍在营业的盒马X会员上海森兰商都店。新京报贝壳财经记者俞金旻 摄 实探全国"独苗"盒马X会员门店,货架大部分已清空 贝壳财经记者注意到,店内绝大部分货架已清空,仅剩下部分盒马玩偶、矿泉水、方便面、酒等商品还 在销售。在生鲜、冷藏等区域均已清空歇业, ...
京东将开5家折扣超市 电商火拼“硬折扣”
Bei Jing Shang Bao· 2025-08-05 14:55
"硬折扣"赛道再挤入一家巨头。8月5日,北京商报记者获悉,京东在8月份将在江苏宿迁、河北涿州两地开出5家折扣超市,主打大店型、多SKU的运营模 式,未来将向河北、天津、安徽等地覆盖。今年以来,美团、盒马等企业均在发力折扣超市抢占"性价比"消费心智。从烧钱打价格战的短线策略,到如今向 供应链"挤水分"深耕自有品牌,去经销差价还要去品牌溢价,电商企业想把折扣店做成长久生意。 一位京东折扣超市项目的内部人士透露称,5家超市门店中有4家位于宿迁,目前部分超市正在招聘店长、主管、技工、计件等岗位,应聘者除了有相关岗位 管理经验,还需要具备线上线下运营思维等。 从招聘内容来看,北京商报记者注意到,技工岗和员工岗涉及到餐饮相关的工作内容,包括餐饮技工、餐饮服务员。这或许意味着京东折扣超市将布局餐饮 熟食品类。 根据"京东折扣超市"公众号信息,京东折扣超市为京东旗下全品类折扣超市,聚焦生活必需品,以正品、大牌、京东自有品牌超低价格吸引用户。公众号认 证主体为京东优选(涿州)科技有限公司。天眼查资料显示,京东优选(涿州)科技有限公司成立于2025年6月,为北京华冠优选科技有限公司(以下简 称"北京华冠优选")的全资子公司,法人 ...
国内首个大型折扣超市业态落地!京东一天两城同开5店
Nan Fang Du Shi Bao· 2025-08-05 10:45
8月5日,有媒体爆料称,今年8月京东将在江苏宿迁、河北涿州两地同时开设五家京东折扣超市,首个 涿州京东折扣超市门店面积达5000平方米,精选超5000款高性价比的民生商品,价格将普遍低于市场常 规售价。 对此,京东向南都N视频记者回应称,此消息属实。京东折扣超市官方账号发布视频中显示,涿州京东 折扣超市位于涿州君悦广场,定档在8月16日开业。据京东透露,京东折扣超市是国内首个大型折扣超 市业态。 根据京东折扣超市官方账号披露的信息,今年8月开业的五店分别在宿迁的泗洪吾悦、沐阳中央广场、 宿城希望城、泗阳阳光里,以及涿州的君悦。2025年京东折扣超市从北京出发,向河北、天津、江苏、 安徽、山东等下沉市场快速布局。 据京东透露,京东折扣超市是国内首个大型折扣超市业态。早在一年前,京东华冠折扣超市就率先在北 京进行了试点,分别在去年6月份和12月份在房山开出两家门店,并提供线下选购与线上便捷下单的双 重服务,消费者既可在门店直观感受商品即时提货,也可通过京东App等线上秒送入口轻松下单。 京东折扣超市在开设的区域、门店面积、SKU数量、线下运营优势上与目前行业内已有的折扣超市均不 相同,最核心的不同就是京东供应链上 ...
于东来的67条最新思考
Hu Xiu· 2025-08-05 10:40
在与网红"柴怼怼"的舆论争端中,于东来一度清空了自己在个人抖音上的所有内容。在舆论争端结束之 后,于东来又重新开始在抖音号分享内容。于东来的分享对公众有着重要的启示价值,我们特意梳理了 于东来恢复分享以来的 67 条思考,以飨读者。 1. 无论环境如何变幻、每个人要坚定做自己喜欢的、活自己喜欢的自己!就像信仰一样!幸福不是努 力、幸福是科学文明的生活方式、是对自己选择的人或事喜欢和热爱!(2025-5-29) 2. 大多数人用一生的时间去和别人比、同样用一生的时间浪费了自己的人生…… 这样的生活怎能幸福 呢!(2025-5-29) 3. 我们每个人身上奴性的顽劣是不可想象的!只有有思想才能有真正的生命!无知即罪恶……苏格拉底 二千多年过去了、在思维层面、太多人还原地不动!(2025-5-29) 4. 发出屏闭(屏蔽)了!理解、保持永远的祝福!(2025-5-30) 5. 人类追求和实现美好的真理永远产生于善于思考的人们!(2025-5-31) 6. 懂的人的世界是越来越美好的!因为懂所以有说不出的信任、希望和幸福!(2025-6-1) 7. 轮值……是成就人最好的方式之一!胖东来方式分享! 8. 所有的智慧最 ...
胖东来:今年销售额已超135亿元!于东来自曝做手术已六天,发与妻子跳舞视频!此前曾称处于胃癌前期,各个器官状况均不佳
Mei Ri Jing Ji Xin Wen· 2025-08-05 09:02
每经编辑|段炼 零售界"顶流"胖东来8月4日公布了最新业绩。 官网数据显示,截至8月3日,胖东来今年累计销售额达135.85亿元。其中,8月3日实现销售额6754万元。 2024年,胖东来实现销售额169.64亿元。这意味着,按照目前的销售成绩,胖东来2025年业绩超越2024年几无悬念。 据中国基金报,在3月末举行的2025中国超市周上,胖东来创始人于东来透露,胖东来将2025年的销售额目标控制在200亿元以内,利润预计10亿元。 据此计算,目前,胖东来的销售目标已经达成约68%。 胖东来的业态可分为超市、珠宝、百货、电器、服饰等十大类。其中,超市占比最大,截至8月3日已实现销售额74.11亿元,占比约55%。 胖东来:今年累计销售额已超135亿元 于东来此前曾在多个场合公开表示,胖东来没有秘密,很多东西都可以透明化,可以毫无保留地分享给大家,启发大家去做企业。 于东来自曝做手术已六天 曾称物质和荣誉是拿身体去换的 Q 于东来 手术第六天、感谢朋 友感谢医生护士! 8 7330 1 点击推荐 > { 8月4日,胖东来商贸集团董事长于东来发视频称:手术第六天,感谢朋友,感谢医生护士。同时还上传了一段与妻子跳舞 ...
京东8月开5家折扣超市,面积达5000平米价格低于常规
Cai Jing Wang· 2025-08-05 05:43
Group 1 - JD.com plans to open five discount supermarkets in Suqian, Jiangsu, and Zhuozhou, Hebei, in August, with prices generally lower than conventional market prices [1][2] - The first store in Zhuozhou will cover an area of 5,000 square meters and offer over 5,000 high-cost-performance daily goods [1][2] - The discount supermarket model is gaining traction among e-commerce platforms, with Meituan's "Happy Monkey" project set to launch its first store in Hangzhou by the end of August, targeting 1,000 stores [1][2] Group 2 - The discount supermarket business focuses on high-cost-performance products to attract consumers, representing a key strategy for e-commerce platforms to expand offline and seek new growth avenues [5] - Other players in the market, such as Dingdong Maicai and Hema, are also developing their discount supermarket formats, with Dingdong's first "Dingdong Outlet" community store opening in Shanghai and Hema's discount stores rapidly increasing in number [5]
盒马X会员店全线撤退,8月底或将关闭全部门店
Guan Cha Zhe Wang· 2025-08-05 05:41
近日,盒马鲜生旗下会员制仓储式超市"盒马X会员店"传出部分门店关闭的消息,引发市场关注。 彼时,盒马创始人侯毅对盒马X会员店的未来发展前景充满信心,称这是与Costco、山姆的正面交锋, 盒马X会员店将成为仓储式会员制门店模式中的首个中国品牌。 虽然此后的盒马X会员店也曾有过快速发展阶段,比如,2021年12月8日-2022年1月14日的一个多月 内,连续落地4家门店,截至2023年10月在中国已开设10家门店,但最终还是未能走下去。 2024年3月,盒马X会员店2家门店相继宣布停业,一家是上海真如店,另一家为北京建国路店。到2024 年底,全国门店已缩减至8家。2025年2月28日,盒马宣布再关3家,留下的只有5家门店。 如今收缩信号再次传来,仅存的最后一家也即将停业,折射出中国仓储会员超市赛道竞争白热化背后的 深层挑战。 本文系观察者网独家稿件,未经授权,不得转载。 据经济观察报消息,7月29日,盒马X会员店北京世界之花门店发布公告,该店将于两天后的7月31日停 止营业;同在7月31日,盒马X会员店的苏州相城店、南京燕子矶店也停止营业。 截至目前,盒马X会员店在全国仅余上海森兰店一家,但内部人士透露,该店 ...
普遍低于市场价?京东,新动作!
Zhong Guo Ji Jin Bao· 2025-08-05 05:06
京东方面介绍,早在一年前,京东华冠折扣超市就率先在北京进行了试点,分别在去年6月份和12月份 在房山开出两家门店,并提供线下选购与线上便捷下单的双重服务,消费者既可在门店直观感受商品即 时提货,也可通过京东App等线上秒送入口轻松下单。 【导读】全国首家京东折扣超市将于8月16日在河北涿州开业,这也是国内首个大型折扣超市业态 日前,有市场消息称,京东8月份将在江苏宿迁、河北涿州两地"五店同开",落地京东折扣超市,这也 是国内首个大型折扣超市业态。 对此,京东方面8月5日向记者表示,该消息属实。 "全国首家京东折扣超市将于8月16日在河北涿州开业。"京东相关负责人称。 据了解,首个涿州京东折扣超市门店面积达5000平方米,精选超5000款高性价比的民生商品,价格将普 遍低于市场常规售价。 此外,量贩零食品牌也在2024年转型跨界开超市。如万辰集团(300972)公布了来优品省钱超市门店模 型;零食有鸣开出零食有鸣·批发超市等。 中国连锁经营协会(CCFA)公布的"2024年中国超市Top100"显示,会员店、折扣店的销售额及门店数 增长显著。 与其他折扣超市相比,京东折扣超市有何特点和竞争优势? "京东折扣超市 ...
普遍低于市场价?京东,新动作!
中国基金报· 2025-08-05 05:06
Core Viewpoint - JD.com is set to open its first discount supermarket in Hebei's Zhuozhou on August 16, marking the launch of the first large-scale discount supermarket format in China [2][4]. Group 1: Company Developments - The first JD discount supermarket in Zhuozhou will cover an area of 5,000 square meters and will offer over 5,000 high-cost-performance daily goods, with prices generally lower than conventional market prices [2]. - JD's discount supermarket model has been piloted in Beijing since last year, with two stores opened in Fangshan in June and December, providing both offline shopping and online ordering services [4]. - The competitive advantages of JD's discount supermarket include its supply chain efficiency, direct sourcing from producers, and its own brand offerings, focusing on lower-tier markets and everyday low prices [4]. Group 2: Industry Trends - The discount supermarket sector is experiencing rapid growth globally, driven by consumer demand for high cost-performance options amid economic fluctuations and inflation [5]. - According to the "2025 China Retail Industry Outlook," the hard discount market in China is expected to exceed 200 billion yuan in 2024, with a penetration rate of only 8%, compared to 42% in Germany and 31% in Japan [5]. - The entry of new players into the discount supermarket space is increasing, with retail giant Wumart Group opening six "Wumart Value" hard discount supermarkets in Beijing on July 25 [5]. - Other brands, such as Wanchen Group and Youming, are also transitioning into the supermarket space, indicating a trend towards discount retailing [5]. - The China Chain Store & Franchise Association (CCFA) reports significant growth in sales and store numbers for membership and discount stores in 2024 [5].
8月5日早间重要公告一览
Xi Niu Cai Jing· 2025-08-05 04:49
Group 1 - China Shipbuilding plans to absorb and merge China Shipbuilding Industry Corporation through a share exchange, with trading suspension starting from August 13, 2025 [1] - China Shipbuilding was established in May 1998, focusing on shipbuilding (military and civilian), ship repair, marine engineering, and electromechanical equipment [1] Group 2 - SanChao New Materials intends to raise 250 million yuan through a private placement to Wuxi Boda He Yi Technology Co., with a share price of 20.04 yuan [2] - SanChao New Materials is undergoing a change in control, with Boda He Yi acquiring a total of 18.99 million shares, making it the controlling shareholder [2][3] Group 3 - Zhenyou Technology's actual controller plans to transfer 5% of the company's shares to Shenzhen Century Zhiyuan Private Equity Fund Management Co., at a price of 22.13 yuan per share, totaling 213 million yuan [4] - Zhenyou Technology was established in April 2005, focusing on the design, research, sales, and service of communication system equipment [4] Group 4 - Zhizheng Co. is set to undergo a major asset restructuring, with the Shanghai Stock Exchange scheduled to review the transaction on August 11, 2025 [5] - Zhizheng Co. was established in December 2004, specializing in high polymer materials for cables and semiconductor equipment [5] Group 5 - Shaoneng Co. reported a net profit of 95.90 million yuan for the first half of 2025, a year-on-year decrease of 42.43%, despite a revenue increase of 6.95% to 2.335 billion yuan [6] - Shaoneng Co. was established in June 1993, focusing on energy (electricity, heating, steam), ecological plant fiber products, and precision manufacturing [6] Group 6 - Lide New Energy reported a net profit of 8.95 million yuan for the first half of 2025, down 90.17%, with revenue of 496 million yuan, a decrease of 6.02% [7] - Lide New Energy was established in August 2013, focusing on investment, development, construction, and operation of wind and solar power projects [7] Group 7 - Zhongdian Environmental Protection achieved a net profit of 53.94 million yuan in the first half of 2025, a year-on-year increase of 2.87%, despite a revenue decline of 10.70% to 315 million yuan [8] - Zhongdian Environmental Protection was established in January 2001, specializing in the research, manufacturing, sales, and service of ecological environmental governance equipment [8] Group 8 - Qiaoyuan Co. has decided to terminate its intention to acquire the controlling stake in Deyang Hongchen Chemical Co. due to a lack of consensus among parties [10] - Qiaoyuan Co. was established in November 2001, focusing on the cleaning, collection, transportation, and treatment of municipal solid waste [10] Group 9 - ST Changfang plans to publicly transfer part of its assets, including the Ping Shan Changfang Industrial Park, with a starting price of 374 million yuan [12] - ST Changfang was established in May 2005, focusing on the research, design, production, and sales of LED off-grid lighting and other electronic products [12] Group 10 - He Xin Instruments reported a net loss of 17.46 million yuan for the first half of 2025, with revenue of 52.82 million yuan, down 48.88% [13] - He Xin Instruments was established in June 2004, focusing on the research, production, and sales of mass spectrometers and related technologies [13] Group 11 - Fengli Intelligent plans to raise no more than 730 million yuan through a private placement to specific investors, with funds allocated for various precision manufacturing projects [17] - Fengli Intelligent was established in April 1995, focusing on the research, production, and sales of small modulus gears and precision reducers [17] Group 12 - Tuo Jing Technology's employee stockholding platforms plan to transfer 6.99 million shares, accounting for 2.50% of the total share capital [21] - Tuo Jing Technology was established in April 2010, focusing on the research, production, and sales of high-end semiconductor thin film equipment [21] Group 13 - Tuo Jing Life plans to acquire 72.86% of Wuhan Kanglu Biological Technology Co. for 291 million yuan, with plans for further acquisitions in 2026 and 2027 [22] - Tuo Jing Life was established in November 2003, focusing on the research, production, and sales of in vitro diagnostic products [22]