雷峰网从多方获悉 ，小象超市2024年整体 GMV 近 300 亿，规模超叮咚买菜，逼近朴朴超市。 目前， 小象超市在国内开仓超 700 个，处在加速扩张阶段，海外也在同步开仓扩张。 从过去几年的大幅亏损到这两年逐渐实现盈利，生鲜前置仓平台一直在向资本市场证明它们具备活下去的 能力。 而今年，小象超市交易规模正在追赶朴朴超市。（行业新一轮洗牌开启，了解几家平台现状和更多细节欢 迎添加作者微信 zymcfip 交流~） " 小象超市规模正在追赶朴朴超市。 " 作者丨应梅 编辑丨代聪飞 01 美团旗下小象超市正在进行国内外同步扩张。 从0到300亿，发生了什么 多位投资人告诉雷峰网，2024年小象超市GMV接近300亿元。行业规模最大的是山姆云仓，GMV超过 400亿元。已经上市的叮咚买菜2024年实现了255亿元GMV。 朴朴超市最先从福建起步，一直对全国布局较为谨慎，直到现在也没有拓展北京、上海这两个已经被小象 超市和叮咚买菜、盒马占优势的城市。目前朴朴超市全国开了9城，以福建3城和广深4城为主，西南地区 覆盖了成都，还有湖北地区的武汉。 但，考验还在继续。已经上市的叮咚买菜在关了不少城市和前置仓站点后，目前 ...

看到番茄品质好，刘阿姨忍不住又买了一些。 盒马鲜生推出多款创新净菜组合。 "最近天气热，菜地里菜长得快，价格便宜，像丝瓜、茄子、苦瓜这些清热解暑的蔬菜卖得特别 好。"陈大姐说。 在杭州良渚蔬菜市场，夏季时蔬的交易热潮同样如火如荼。市场负责人俞韩行介绍，近期蔬菜日均 成交量达到1200吨，较上月同期小幅上涨。来自甘肃兰州的高原夏菜、云南昆明的叶子菜等外地时鲜， 与本地出产的丝瓜、毛豆等组成了夏季餐桌的"生力军"。 盒马运河店看一看 进入6月，各种蔬果轻体茶和"功能型"蔬菜在超市里当主角。张女士是一位年轻的"90后"上班族， 每周都会购买羽衣甘蓝等"功能型"蔬菜做成各种轻食，她说："羽衣甘蓝搭配有机西芹等一起榨汁，口 感清爽，营养丰富，适合天天加班吃饭不规律的工薪族。" 记者在盒马运河店看到，贴着"健康""有机""高膳食纤维"标签的蔬菜特别受欢迎。盒马蔬菜采购员 汉涛介绍，立夏后羽衣甘蓝的销量增长了70%，"夏天，不少人喜欢吃蔬菜沙拉，既解暑又健康，羽衣 甘蓝就是这样的一类，它直接炒着吃口感偏涩、偏硬，但榨汁或做成沙拉反而成了'香饽饽'。去年夏天 大卖后，今年我们特意将种植面积扩大了60%，就怕供不应求。" 暑气 ...

作为全国荔枝核心产区，广东今年喜迎丰收，预计荔枝产量超150万吨，同比大增三成。随着荔枝丰收 季的到来，京东七鲜通过"包园合作"模式，深入源头直采，与诸多优质果园建立合作；依托冷链物流体 系，确保荔枝从枝头采摘后全程温控运输，最大程度锁住新鲜。与传统批发相比，产地直采减少流通环 节成本、大幅降低运输损耗，让消费者能以更实惠的价格享用到高品质荔枝。同时运力方面，京东七鲜 提前完成调配，通过1+N模式(1中心店+N卫星小店)的高效协同履约体系，确保荔枝从店里"最快30分 钟"送达顾客，让消费者第一时间品尝到这份岭南鲜味。 值京东七鲜618期间，多款荔枝同步推出强劲优惠：3斤装广东妃子笑荔枝"击穿价"仅需27.8元；450g白 糖罂荔枝享16.8元/盒"第二件半价"；450g单果35g起的枝头熟荔枝王也惠享29.8元/盒"买一赠一"。更有 农户直通车妃子笑荔枝(5斤29.5元/箱)与桂味荔枝(5斤45.5元/箱)开启火热预售。消费者可通过京东APP 自营秒送入口、七鲜APP或微信小程序便捷下单，畅享数十款产地直采鲜果带来的"又好又快又便宜"的 即时购物体验。新用户可领77元新人礼包，京东PLUS会员更享下单免运费等 ...

Core Viewpoint - Hong Jiu Fruit (06689.HK), once hailed as the "first stock of fruit," is embroiled in a financial scandal involving loan fraud and misappropriation of employee stock purchase funds, leading to significant operational and financial distress [2][3]. Group 1: Financial Misconduct - The company's founder and six executives were detained by police for allegedly defrauding loans and issuing false VAT invoices [2]. - In 2023, the company launched an employee stock ownership plan to alleviate financial pressure, raising nearly 60 million yuan from over 600 participants, but most employees did not receive returns or proof of stock purchases after the plan's expiration [2][3]. - KPMG discovered severe financial issues, including 3.42 billion yuan paid to "ghost suppliers," which were likely used to fabricate performance figures, leading to KPMG's resignation and the company's suspension from trading [3]. Group 2: Operational Challenges - Following the suspension, the company faced a cash flow crisis, wage arrears, and social security payment defaults, prompting the founder to pledge shares for loans and use 500 million yuan in receivables from "ghost clients" as collateral [3]. - To maintain inflated revenue figures, the company resorted to fabricating invoices to offset tax liabilities, risking further financial instability [3]. Group 3: Market Implications - The collapse of Hong Jiu Fruit highlights the capital bubble in the fresh retail industry, indicating that extraordinary growth in low-concentration, low-profit sectors often involves high-risk maneuvers [4]. - The company's market value plummeted from a peak of 60 billion yuan to just 2.8 billion yuan, representing a loss of over 95%, raising concerns among institutional investors like Alibaba [3][4]. Group 4: Legal and Recovery Efforts - Some employees have reported the company to the police and are preparing for collective lawsuits, but the likelihood of recovering their investments remains uncertain [5].

Core Insights - Alibaba's Hema has successfully established a profitable and sustainable path after 10 years of exploration, with the closure of its last Hema X membership store in Beijing signaling a strategic focus on its core business [1][2] - Hema is expanding its Hema Fresh and Hema NB formats into new first-tier and lower-tier cities, while enhancing its online and offline integration through the Hema App and the newly launched "Cloud Enjoy Club" [1][3] Group 1: Business Strategy - The closure of Hema X membership stores is part of a broader strategy to align with consumer needs, focusing on Hema Fresh and Hema NB to cater to the demand for fresh, convenient products [2][6] - Hema Fresh targets middle to high-end consumers, while Hema NB focuses on community needs with cost-effective private label products, with plans to open nearly 100 new Hema Fresh stores by March 2025 [3][6] Group 2: Supply Chain and Product Development - Hema's competitive edge lies in its self-operated products that are "safe, delicious, and affordable," supported by strong supply chain management and product development efforts [4][5] - The company has established numerous direct sourcing bases, including over 100 "Hema Villages," and has built a comprehensive logistics network to reduce transportation costs [5][6] Group 3: Market Adaptation - The shift from warehouse membership stores to Hema Fresh and Hema NB reflects changing consumer preferences towards smaller, fresh, and convenient packaging, addressing the issue of waste associated with bulk purchases [6][7] - Hema's transition signifies a broader transformation in the retail industry, adapting to the evolving landscape of consumer behavior and market conditions [7]

货架上，两款低脂减糖粽子被特意摆放在C位，分别是羊肚菌、香菇、杏鲍菇和虫草花四种菌菇作为内陷的菌菇粽，和用青稞、黄米、红米等粗粮做成的八 宝杂粮粽。筘子介绍，粽子通常由糯米制作，包裹咸鸭蛋、五花肉等食材，消费者虽然爱吃，但也有不好消化、热量过高的顾虑，"所以我们在做这些节庆 商品时有意识的改造食材、控制热量，减少用户的饮食负担。" 筘子还发现，近几年，消费者对节令食品的偏好正从"猎奇"回归"实在"，以前大家更愿意尝试没见过、没尝过的，但如今消费者更看重健康。对传统时令美 食做健康改造已经成为筘子的课题。她曾先后推出过减糖的重阳糕、少油减糖的八宝饭，今年元宵节还曾推出零蔗糖大黄米汤圆。 （盒马货架上售卖的艾草花束） 端午将至，粽叶飘香。盒马货架上粽子商品多达十余款，咸甜荤素一应俱全，除了传统的鲜肉粽、豆沙粽，盒马今年在粽子研发上"做减法"，推出低糖少油 的八宝杂粮粽和菌菇粽，同时结合端午习俗上线艾草花束、艾草养生锤，满足年轻人对仪式感和健康的双重需求。 每年一到端午，都绕不开"甜咸粽子之争"。从事盒马时令美食研发采购7年后，筘子终于得出了甜咸粽子大战的结论：白米粽子最受欢迎。 筘子表示，在推出白米粽子前，盒马的 ...

京东七鲜内部会议要求价格力做到同行业第一 金十数据5月23日讯，在最近的一次会议上，京东七鲜内部明确要求，在商品品质优于其他平台的基础 上，价格竞争力上要做到同行业第一。基于此次会议的要求，今年618期间京东七鲜将全面升级击穿 价，核心击穿价商品在原本便宜10%的基础上，提升到接近便宜20%的水平线。对此，京东七鲜方面未 予正面回应。但称，击穿价不是今年618才开始的，从去年开始就在持续通过供应链优化的方式，来提 升品质和价格的竞争力，目的就是要保证给用户"又好又快又便宜"的购物体验。 （界面） ...

" 野心再现，京东加速重构线下零售业态。 " 作者丨王薇 编辑丨梁辰 京东零售线下布局提速。5月22日，雷峰网查询国家企业信用信息公示系统发现，京东于15日在上海静安 区登记注册成立了一家新公司，名为"上海京东壹零壹家居购物有限公司（以下简称'上海壹零壹家 居'）"，注册资本5000万元人民币。 系统显示，该公司经营范围包括家具销售、家具零配件销售、工艺美术品及礼仪用品销售、票务代理服 务、市场营销策划等。该公司由京东五星电器集团有限公司（以下简称"京东五星"）全资持股，法定代表 人是石永刚。 | 上海京东壹零壹家居购物有限公司 + 存续 (在黄、开业、在册) | | | | 发送报告 | | --- | --- | --- | --- | --- | | 统一社会信用代码: 91310106MAEKCU6810 | | | | | | 注册号: | | | | 信息分享 | | 法定代表人: 石永刚 | | | | | | 静安区市场监督管理局 | 登记机关: | | | 信息打印 | | 成立日期： 2025年05月15日 | | | | | | 其础信息 | | 行政许可信息 行政处罚信息 列入经营异常 ...

Core Viewpoint - JD Seven Fresh is leveraging the 520 romantic holiday by offering a variety of affordable gifts and experiences, promoting a home-based celebration instead of dining out [1][3]. Group 1: Product Offerings - Single stem roses (10 stems) or multi-head roses (5 stems) are priced at 16.9 yuan, sourced directly from Yunnan, enhancing the romantic gesture [3]. - The 520 limited edition "Aisha Rose" bouquet is designed to convey loyalty in love, appealing to consumers' emotional sentiments [3]. - Popular beauty products like Dior's classic red lip gloss and L'Oreal's collagen-infused skincare set are offered at lower prices than duty-free shops, targeting gifting preferences [3]. - A variety of gourmet food options are available, including Australian M6 Wagyu beef at a 50% discount when purchasing two, and selected wines at 20% off, catering to the romantic dinner experience [3]. Group 2: Delivery and Promotions - JD Seven Fresh promises a fast delivery service, with gifts available for delivery within 30 minutes through various online platforms [5]. - Promotions during the 618 shopping festival include buy-one-get-one-free offers and discounts on purchases over 99 yuan, enhancing customer engagement [5]. - JD Plus members benefit from free shipping, while new users can access a 77 yuan coupon package and additional discounts on their first orders [5].

Core Insights - Thailand's Musang King durian is expected to see a significant increase in import volume, with estimates suggesting a growth of 3-5 times this year compared to previous years [1] - The procurement volume of Thai durians at Hema is projected to increase by 30% year-on-year, reflecting the growing popularity of this variety among Chinese consumers [1] - The introduction of Malaysian fresh durians into the Chinese market has led to a more diverse range of durian varieties available to consumers, enhancing their purchasing options [1] Group 1 - The Thai Golden Pillow durian is the most popular variety among domestic consumers, accounting for the highest sales proportion annually [1] - The price of durians is subject to fluctuations due to factors such as climate, origin switching, and variety changes [1] - Hema has optimized the supply chain for Malaysian Musang King durians, which are expected to see a procurement increase of 3-5 times this year [1] Group 2 - Thai mangosteen is anticipated to become a "hit" in the domestic fruit market this year, with expected sales doubling compared to last year [2] - The sales of Thai mangosteen on the Hema platform have shown significant growth since May, indicating strong market demand [2]