一、 代购在县城兴起 "近两年，我们科室里不少同事都通过代购购买山姆、胖东来的商品。"王霞对《灵兽》称。 1984年出生的王霞，生活在山东北部的一个县域城市，大学毕业后她选择回到老家的县城，目前是该县 城医院的儿科医生。 据王霞称，现在身边的同事有不少都在代购胖东来、山姆的商品，"去年同事把我拉进了一个胖东来、 山姆的代购群，自己所在的这个群已经有将近500人了，平时大家都会在群里提前预购商品。" "除了可以在群里预定商品之外，也可以到群主的实体店去买东西，门店也不小，主要卖胖东来和山姆 会员店的商品，身边同事有不少买的。"王霞称。 据了解，王霞所在的县域人口密度较低，面积约2200平方公里，常住人口约40万。前几年，随着城市区 域规划，现在分为新城区和老城区，政府楼、学校、医院基本都挪到了新城，除此之外，新城也有两家 连锁超市。 这两家连锁超市一家是综合大商超，一家是中超。刚开始两家超市的生意都挺不错的，平时人也不少， 每到周六日和节假日，人会更多。"综合大超的生鲜水果比老城区那边的几家老超市都要便宜一些，加 上又新鲜，服务也比较好一些，所以买东西愿意来这边，关键是这边东西比较全，周六日带着孩子过来 逛逛， ...

Focus Events - The 20th Central Committee's Fourth Plenary Session will be held in October in Beijing, focusing on the report of work and the formulation of the 15th Five-Year Plan for national economic and social development [1] Macro News - The average interest rate for newly issued commercial housing loans in Q2 2025 is 3.09% [18] - The Ministry of Agriculture and Rural Affairs is guiding the orderly elimination of low-yield dairy cows and enhancing support for large-scale breeding enterprises [18] Company Focus - Feilong Co., Ltd. is expanding into the robotics industry, collaborating with several vehicle manufacturers on product development [20] - Yonghui Supermarket plans to raise up to 3.992 billion yuan through a private placement for store upgrades and logistics improvements [21] - WuXi AppTec is issuing new H-shares at a price of 104.27 HKD per share, aiming to raise approximately 7.7 billion HKD [23] - China Shipbuilding Emergency Response received a warning and a fine of 4 million yuan for information disclosure violations, with its stock being marked as ST [25] - Hongxiang Co., Ltd.'s actual controller has been released on bail [27] - A stock of Upwind New Materials has been suspended for review after a 1083.42% increase in price over 16 trading days [29] - CATL reported a net profit of 30.5 billion yuan for the first half of 2025, a 33% year-on-year increase [31] - XGIMI expects a 2062.33% increase in net profit for the first half of 2025 [33] - Zhiwei Intelligent reported a net profit of 102 million yuan for the first half of 2025, an 80.08% increase [34] - Jinhai Biological reported a net profit of 138 million yuan for the first half of 2025, a 51.52% increase [34] - Lideman is planning to acquire control of Xiansheng Xiangrui [36] - San Chao New Materials is planning a change in control, with stock suspension starting July 31 [36] - Digital Certification will change its controlling shareholder to Beijing Data Group [37] - Jin Orange is planning to acquire 55% of Samit [37] - Taotao Vehicle announced a strategic cooperation agreement with Yushu Technology for market expansion in robotics [38] - China State Construction recently secured 9 major projects totaling 28.33 billion yuan [40] - Yangtze Power plans to invest approximately 26.6 billion yuan in the Gezhouba shipping capacity expansion project [42] - Changying Precision has established partnerships with several leading humanoid robot brands [44]

Group 1 - JD reported over 66,000 applications for its "Dish Partner" recruitment initiative, with the first store of Seven Fresh Kitchen achieving over 1,000 daily orders and a 220% higher repurchase rate than average within a week [6] - Three Squirrels established its South China regional headquarters in Foshan, aiming for an annual output value exceeding 4 billion yuan through the development of a snack industry supply chain [8] - Fei Dazhu announced it has surpassed 180 directly-operated stores nationwide, significantly accelerating its store opening pace with over 50 new stores launched last year [9] Group 2 - Chongqing Department Store's New Century Supermarket opened its 9th store in Yubei, showing significant customer traffic growth and improved efficiency metrics, validating the potential of its fresh discount store model [10] - Starbucks reported an 8% year-on-year revenue increase in China for Q3 2025, reaching $790 million, with same-store sales up 2% and a total of 7,828 stores [10] - Yonghui Supermarket plans to raise up to 3.992 billion yuan through a private placement to upgrade stores, enhance logistics, and supplement working capital [11] Group 3 - Multi-point Intelligence signed a cooperation agreement with Zhuba Co. in Zhuzhou, marking the start of a digital transformation project in the retail sector [14] - Jiajiayue Group partnered with Fumeitong for directional planting, ensuring quality control from farm to table for garlic products [16] - Metro's first flagship store in Henan is set to open in January 2026, with a total investment of 1.5 billion yuan [19] Group 4 - Peets Coffee closed its first store in South China located in Shenzhen after nearly four years of operation [20] - Ajisen China temporarily reduced its franchise fees in mainland China from 3,500 yuan to 2,500 yuan per month, effective until the end of 2026 [21] - Shanghai's night-time consumption reached 88 billion yuan in the first half of 2025, a 3.3% year-on-year increase, with dining, retail, and cultural entertainment contributing 78% [22] Group 5 - 1688 announced an upgrade to its industrial product growth system to enhance procurement efficiency for merchants [23] - Kuaishou e-commerce launched the "Super Pet Fan Festival" pre-sale, providing support for merchants through traffic incentives and consumer subsidies [24] - Xianyu's AI products have reached 30 million users, with 138 million items listed using AI and a total GMV exceeding 1.4 billion [25]

Core Viewpoint - Yonghui Supermarket is planning to raise up to 3.992 billion yuan through a private placement of A-shares to fund store upgrades, logistics improvements, and to supplement working capital or repay bank loans [1][2]. Group 1: Fundraising and Investment Plans - The company intends to issue shares to no more than 35 specific investors, with the majority of the raised funds allocated for store upgrade projects [1][2]. - The total investment for the three projects related to the private placement amounts to 6.376 billion yuan, with 5.597 billion yuan designated for store upgrades [2][3]. - The average cost for upgrading each of the 298 targeted stores is approximately 18.79 million yuan, with around 10 million yuan allocated for inventory and other expenses per store [3]. Group 2: Store Transformation and Performance - As of July 30, 2025, Yonghui Supermarket has reduced its store count to 517, down nearly one-third from over 770 at the end of 2024, with plans to complete upgrades on 200 stores by the third quarter of this year [2][4]. - The company has faced significant financial challenges, with expected net losses of 240 million yuan in the first half of the year, marking a shift from profit to loss [5]. - The company has closed 227 underperforming stores, incurring costs related to lease compensation, personnel severance, and asset write-offs during this process [5][6].

Core Viewpoint - The article highlights a serious food safety issue faced by a consumer at Aldi, where spoiled fruits and a contaminated egg tart were purchased, leading to a problematic complaint process with the store management [1][2][4][10]. Group 1: Consumer Experience - A consumer named Wang Zheng reported purchasing rotten fruits and an egg tart with a worm from Aldi, which prompted her to seek a refund [4][8]. - Wang Zheng, a V3 member of Aldi, had previously tolerated issues with delivered produce but reached her limit with this incident [4][10]. - The initial response from the store manager was dismissive, offering a small compensation that Wang Zheng rejected, insisting on legal compensation under the Food Safety Law [9][10]. Group 2: Company Response - Aldi acknowledged the unpleasant interaction between staff and the consumer and expressed regret for the experience [2][11]. - Following the incident, Aldi took steps to address the issue, including staff reprimands and engaging a pest control company for immediate action [11]. - The company has been proactive in ensuring food safety by conducting regular pest control services [11]. Group 3: Legal Context - Legal experts confirmed that Wang Zheng's case falls under Article 148 of the Food Safety Law, which allows consumers to seek compensation for purchasing unsafe food [12]. - The article mentions that complaints against Aldi regarding food quality are not isolated, with numerous reports of spoiled or contaminated products [14]. Group 4: Company Performance - Aldi has seen significant growth in China, with sales reaching 2 billion yuan in 2024, doubling from the previous year, and improving its ranking in the Top 100 supermarkets [17]. - The average sales per store in 2024 were reported to be over 36.36 million yuan, indicating strong performance despite the recent issues [18].

"作为奥乐齐V3会员，多次在平台消费，没想到会遭遇这样的食品安全问题，更没想到维权时会被如此对待。"7月28日，上海消费者王筝（化名）向《国 际金融报》记者讲述了她在奥乐齐近期的购物经历。 近日，王筝通过小程序购买的水果出现严重腐烂、蛋挞吃到虫子，而在后续维权过程中，门店店长不仅否认相关法律法规，更以敷衍、强硬态度对待消费 者。 记者就该事件联系奥乐齐方面核实，对方坦言门店工作人员与消费者沟通过程中确实发生了不愉快，给消费者造成了不好的体验，深表歉意。 一口蛋挞"咬出"虫子 发现问题后，王筝第一时间致电奥乐齐官方客服投诉，同时向12345市监局反映情况。 作为奥乐齐V3会员（年消费2000元以上），王筝长期通过该平台消费。但从今年年初起，她发现小程序配送的蔬果频繁出现问题："绿叶菜常是两三天前 的，偶尔还有变质的。考虑到蔬果运输易损，此前仅对变质商品申请部分退款。" 7月16日的一笔小程序订单，却击穿了她的容忍底线。 据王筝描述，这笔总价约140元的订单中，一袋装香梨（5—6个）有2个腐烂，她收到后当即申请了香梨部分退款；更令人不适的是，当她咬下一口蛋挞 时，竟发现表面爬着虫子。 咬了一口的蛋挞被发现有虫子。 ...

Core Insights - The opening of the WS Jiangtun membership store by Wushang Group contrasts sharply with the overall downturn in China's retail industry, where major supermarket chains are closing stores at an alarming rate [1][2] - Wushang Group's 2024 financial report indicates a revenue of 6.704 billion yuan, a year-on-year decline of 6.6%, with supermarket revenue dropping by 16.33% to 2.06 billion yuan, highlighting the challenges faced by traditional retail formats [1][2] Industry Trends - The "Matthew Effect" in retail is intensifying, with the top 100 supermarket companies in China achieving a sales scale of approximately 900 billion yuan, reflecting a 0.3% year-on-year growth, indicating a trend of reduced quantity but increased quality in the industry [2] - The shift towards membership warehouse stores is seen as a key strategy for Wushang Group to navigate the challenges of traditional retail, as this format is recognized for its high margins and customer loyalty [2] Competitive Strategy - The WS Jiangtun membership store is strategically located in the logistics hub of Dongxihu District, which helps reduce storage costs and reach emerging middle-class communities [3] - The store differentiates itself from international giants like Sam's Club and Costco by offering a unique combination of global selections and local specialties, with over 80% of its product offerings differing from traditional hypermarkets [3][4] Service Innovations - The WS Jiangtun membership store provides over 100 exclusive member benefits, including rapid delivery and various technological integrations, enhancing the shopping experience [4] - The store features a transparent quality inspection room, accessible facilities, and specialized areas for mothers and pets, catering to diverse consumer needs [4] Market Challenges - Despite a strong launch, Wushang faces significant competition from established membership store giants like Sam's Club, which has already opened multiple locations in Wuhan and boasts high customer traffic and retention rates [5] - The competition among membership stores is fundamentally about supply chain efficiency and customer loyalty, necessitating traditional retailers to enhance their operational capabilities and integrate local supply chain advantages [5] Future Outlook - Wushang Group plans to explore a "light asset operation model," which may facilitate the rapid replication of the membership store concept, with another WS Jiangtun store set to open in Jiangxia by the end of the year [6]

Group 1 - The core viewpoint of the article highlights the emergence of a new supermarket brand "Hamike" in Zhengzhou, focusing on fresh food and ready-to-eat sections, but facing challenges in product variety, price-quality ratio, and service details [2][5][19] - Hamike supermarket has opened a total of 9 stores, with 7 located in the northwest of Zhengzhou, indicating a strategic focus on this area [4] - The supermarket emphasizes the concept of "freshness" in its offerings, particularly in the fresh food and ready-to-eat sections, which occupy a significant portion of the store [6][8][14] Group 2 - Hamike's fresh food section includes items like freshly made noodles and seafood, with a focus on same-day production and consumption [8][13] - The bakery section operates on a "freshly baked, sold within a day" model, featuring a variety of both traditional and innovative baked goods [20][22] - Despite efforts to enhance product freshness and variety, Hamike's self-branded products still require improvement in quality and competitiveness compared to established brands [19][24][31] Group 3 - The supermarket has recently begun to expand its business model, with new store openings and upgrades to existing locations, indicating a response to competitive pressures from other local supermarkets [32] - Customer feedback suggests that service quality and product freshness need further enhancement, as some consumers reported issues with product quality [36][40] - Hamike's branding emphasizes a philosophy of enjoying life and convenience, which aligns with modern consumer expectations in the retail sector [42][43]

Daily Retail News 一图速览·最重要的商业新闻与行业动态 | 居然智家董事长汪林朋被曝坠楼身亡 7月27日,家居行业头部企业居然智家董事长汪林朋被曝坠楼 身亡。经多位行业人士确认,证实了此消息。此时,距离他 解除留置回归岗位仅过去5天，公司回应相关媒体称"以公告 为准",并称目前"跟监管提出需求,等监管通知再公 告"。联商网梳理发现，今年内已有三大家居上市公司创始 人被留置。除了汪林朋,红星美凯龙时任总经理车建兴、富 森美董事长刘兵也均被留置。 万辰集团高管变动 2025年7月27日，万辰集团公告称，董事长王健坤因个人精 力分配原因辞去所有职务,其姐王丽卿接任董事长,其子王 泽宁接任总经理。王健坤曾于2025年3月被国家监察部门留 置调查,5月底解除留置后恢复履职。王丽卿此前在集团关联 企业任职,王泽宁长期负责万辰旗下商业管理业务。此次人 事调整后,集团实控权仍由王氏家族掌握。 7月27日，家居行业头部企业居然智家董事长汪林朋被曝坠楼身亡。经多位行业人士确认，证实了此消息。此时，距离他解除留置回归岗位仅过去5天，公 司回应相关媒体称"以公告为准"，并称目前"跟监管提出需求，等监管通知再公告"。 ...

Core Insights - In the first half of 2025, 47.5% of supermarket companies experienced a year-on-year increase in total sales, while 40% reported a decline, indicating an overall recovery in the industry compared to the previous year [1] Group 1: Sales Performance - Large supermarkets (over 6000m²), standard supermarkets (2000-6000m²), and community supermarkets (under 2000m²) showed sales performance consistent with the overall company sales [1] - 39.1% of large supermarkets, 55% of standard supermarkets, and 48.6% of community supermarkets reported positive comparable store sales year-on-year, with standard supermarkets performing the best [1]