9月24日晚，胖东来官方抖音号发布说明称，2025年1月，胖东来诚邀香港陈幼坚设计团队负责胖东来实 业有限公司整体包装体系设计，设计内容包括：烘焙类视觉体系、熟食类视觉体系、月饼礼盒包装及散 装月饼包装。其中2025年中秋月饼礼盒9款设计费用372万元，散饼包装21款设计费用42万元。 针对"胖东来月饼礼盒设计费一千万"传闻，胖东来进行了否认。 0:00 ...

Core Insights - JD.com has opened its sixth discount supermarket in Gu'an, Hebei, continuing its rapid expansion in the discount retail sector since August [1][3] - The new store, covering over 5,000 square meters, offers more than 5,000 quality low-priced products, attracting large crowds on opening day [3][5] - The supermarket's pricing strategy significantly undercuts local market prices, with over a hundred products priced lower than local competitors, creating strong price competitiveness [3][5] Group 1: Store Operations and Customer Engagement - The store implemented crowd control measures due to overwhelming customer turnout, with shoppers actively preparing purchase lists based on online tips [3][5] - Fresh produce, meat, and seafood sections are particularly popular, with items like Thai durian priced at 17.9 yuan per jin and pork shoulder at 5.99 yuan per jin [3][5] - The store emphasizes freshness and safety, adhering to a "made today, sold today" policy for cooked and staple foods, ensuring high quality and customer trust [11] Group 2: Product Offerings and Seasonal Promotions - JD's private label products are well-received, with items like 100% pure fruit juice and frozen dumplings priced competitively [7] - With the upcoming Mid-Autumn Festival and National Day, the store has introduced over 200 seasonal products, including mooncake gift boxes and health supplements [9] - The store's design focuses on shopping convenience, featuring wide aisles and clear navigation, along with online ordering options for quick delivery [13]

据南方都市报，盒马超市客服对此回应：榴莲大福剩余的主要原因是库存充足，后续会根据消费者反馈 对商品配方进行调整，让更多的人满意。 9月24日消息，超强台风"桦加沙"逼近广东，沿海城市纷纷宣布"五停"措施。市民为此采购食材做足准 备。有网友发现，在此期间，盒马超市货架上的青菜、粮油等食材被抢购一空，唯独一款榴莲大福甜品 大量剩余。 友在社交平台分享的盒马榴莲大福甜品货柜照片 为此，网友调侃称，"台风严选""最难吃的甜品被台风选出来了"；也有网友表示，也可能是因为榴莲大 福价格贵。 责任编辑：王维娜 盒马8月7日发布消息称，盒马鲜生计划今年开出近100家门店，新增超过50个覆盖城市，门店数超过500 家。 此次盒马榴莲大福被大量关注的诱因之一是受超强台风的影响。9月24日6时，中央气象台继续发布台风 橙色预警称，今年第18号台风"桦加沙"的中心今天早晨5点钟位于广东省阳江市东偏南方向约255公里的 网 南海北部海面上，预计"桦加沙"将以每小时20公里左右的速度向西偏北方向移动，将于24日下午到晚上 在广东台山到湛江一带沿海登陆（台风级或强台风级，13-15级，38-48米/秒），登陆后强度逐渐减弱。 来源：智通财 ...

2025.09.25 据北京日报，胖东来实业有限公司9月24日发布声明，关于近日网络发布"胖东来月饼礼盒设计费一千 万"相关的信息，为避免产生误导性影响，现将具体情况说明如下: 2025年1月，胖东来诚邀香港陈幼坚设计团队负责胖东来实业有限公司整体包装体系设计，设计内容包 括：烘焙类视觉体系、熟食类视觉体系、月饼礼盒包装及散装月饼包装，其中2025年中秋月饼礼盒9款 设计费用372万元，散饼包装21款设计费用42万元。 胖东来称，严格执行健康、合理的价格标准，充分体现商品价值，避免过度包装带来的价格虚高，让商 品回归至合理的状态。希望大家理性、客观看待和传播网络信息。 本文字数：505，阅读时长大约1分钟 9月19日，胖东来官方账号曾发布作品，介绍自营月饼包装盒由中国香港陈幼坚团队设计。此外，工作 人员还表示赏月礼盒系列（即包装盒是会跳动的兔子款）已经断货了，补货时间无法确定。据胖东来官 方文件显示，DL自营月饼礼盒每盒售价97元至350元不等。 微信编辑| 七三 第一财经持续追踪财经热点。若您掌握公司动态、行业趋势、金融事件等有价值的线索，欢迎提供。专 用邮箱：bianjibu@yicai.com （注：我 ...

Group 1 - The core viewpoint of the articles highlights the significant increase in inbound tourism to China, particularly from South Korea, driven by the implementation of visa-free policies [1][3] - Since November of last year, China has implemented a 15-day visa-free policy for eligible South Korean passport holders, which was later extended to 30 days, making spontaneous trips to Shanghai more appealing [1][2] - Shanghai has become the preferred entry point for South Korean tourists, with the city offering a blend of modern attractions and traditional cultural experiences, such as the Bund and Yu Garden [2][3] Group 2 - The demographic of South Korean tourists visiting Shanghai has shifted from primarily couples and friends to include more families and multi-generational groups [3] - South Korean tourists exhibit strong consumer behavior, with average spending reaching approximately 1,000 RMB (20,000 KRW) per visit, often purchasing local snacks and products [3] - The rise in tourism has led to increased demand for local products, prompting retailers to adapt by enhancing inventory and providing Korean language signage [3]

Core Points - The emergency supply system in Foshan has been fully activated to respond to Typhoon "Haikasan" [1][2] - The city has coordinated with major supply enterprises and agricultural wholesale markets to ensure sufficient material supply and stable prices [1] - Daily supply of fresh products exceeds 3,000 tons, with vegetable arrivals surpassing 2,500 tons as of September 23 [1] - The inventory in markets and cold storage exceeds 10,000 tons, with an additional 2,000 tons in transit [1] - Key supermarkets have increased stock levels by over 80%, focusing on essential goods like meat, eggs, and vegetables [1] - The overall supply of daily necessities is stable and sufficient to meet the needs of residents during the typhoon [2] Supply Chain and Inventory Management - The city has linked over 1,000 acres of production bases nationwide to enhance supply capabilities [1] - Emergency measures allow for the allocation of 500 tons of vegetables from other markets within a day [1] - Major supply enterprises and supermarkets have adequately stocked essential living materials, ensuring a stable supply [1] Market Conditions - The average daily supply of vegetables is between 4,200 to 4,500 tons, and live pigs range from 12,000 to 14,000 heads [2] - Local grain reserves can meet the demand of the city's permanent population for six months, while edible oil and salt reserves can meet one and two months of demand, respectively [2] - The overall price of essential goods remains stable, and supply channels are functioning smoothly [2]

Core Insights - Zhengzhou will become the only city in China to host both Sam's Club and Pang Donglai, marking a significant development in the retail landscape of the region [1][7] - The entry of these two retail giants is expected to enhance the competitive dynamics in Zhengzhou's retail market, potentially leading to an upgrade in the overall retail industry [3][6] Company Developments - Sam's Club has begun construction of its first store in Zhengzhou, which is part of its strategy to penetrate the Central China market, targeting middle-class consumers [1][3] - Pang Donglai plans to open a uniquely artistic supermarket in Zhengzhou, marking its first expansion outside of its home base in Henan after 18 years [1][2] Business Models - Pang Donglai focuses on a localized business model, emphasizing emotional value and customer service, with a commitment to employee welfare, including a plan to distribute 1.5 billion yuan in profits to employees by 2025 [2][4] - Sam's Club operates on a standardized membership model, offering a limited selection of high-quality products at competitive prices, supported by Walmart's global supply chain [2][3] Market Potential - The retail market in Henan has shown steady growth, with a projected retail sales total of 2.76 trillion yuan in 2024, reflecting a 6.1% year-on-year increase [4][5] - Zhengzhou's retail sales exceeded 580 billion yuan, with a per capita disposable income of 48,000 yuan, indicating strong consumer purchasing power [4][5] Competitive Landscape - The competition between Sam's Club and Pang Donglai is expected to drive improvements in service quality and product offerings across the retail sector in Zhengzhou [6][7] - Local retailers are adapting to the competitive environment by enhancing their product lines and service processes to better meet consumer needs [6][7]

Core Insights - The renovation of the Huijia Times Changji Shopping Center supermarket in Xinjiang focuses on enhancing product quality, optimizing the supply chain, and upgrading service systems, aiming to invigorate the local consumer market [1] Group 1: Product Quality and Offerings - The upgraded supermarket features a bakery area that offers freshly baked goods daily, including milk-flavored bread and crispy snacks, which are sold on the same day they are made [1] - The introduction of a dedicated section for the "Fat Donglai" brand has attracted customers looking for high-quality daily necessities, such as cooking oil and cleaning products [1] Group 2: Supply Chain Optimization - The supermarket has actively introduced a range of "Fat Donglai" products and has stocked up on various food items, cleaning supplies, and other essentials in preparation for the upcoming National Day holiday shopping peak [1] - The restructuring of product offerings aims to meet the diverse shopping needs of both young and older consumers, enhancing the overall shopping experience [1] Group 3: Service Enhancements - A new convenience service area has been established for shoppers to rest, with amenities such as free drinking water and daily necessities available [1] - The implementation of fair scales for weighing products ensures consumer rights are protected, reflecting a commitment to integrity in business operations [1]

Core Viewpoint - Shenzhen supermarkets are actively preparing for the impact of Typhoon "Haikui" by ensuring sufficient stock and stable prices for essential goods [1] Group 1: Supermarket Preparedness - Major supermarkets such as Walmart, Sam's Club, Tianhong, and CR Vanguard have initiated emergency plans to ensure supply and price stability [1] - Sam's Club has increased the stock of essential items like drinking water, fresh vegetables, and meat, with a focus on replenishing supplies frequently [1] - Walmart has confirmed stable operations and sufficient reserves of daily necessities, with special logistics arrangements in place [1] Group 2: Specific Stocking Strategies - Tianhong Supermarket has prepared enough stock to meet two days of demand, focusing on vegetables, meat, and packaged foods [1] - CR Vanguard has increased its stock by approximately 50% for essential goods and is monitoring inventory levels in real-time [1]

Core Viewpoint - The article highlights the effective emergency supply system in Foshan in response to the approaching super typhoon "Haikashan," ensuring stable supply and pricing of essential goods for residents during extreme weather conditions [1][7]. Group 1: Emergency Supply Measures - Foshan's local supermarkets, including "Haomuchu," have activated emergency supply mechanisms, increasing daily deliveries of fresh products by 1-2 times compared to normal levels [4][6]. - The city has established emergency supply channels with various districts to ensure timely replenishment of goods [4]. - A total of 27 Shunkelong supermarkets have increased their stock levels by over 80%, focusing on essential items like meat, eggs, and drinking water [6]. Group 2: Market Supply and Inventory - The Central South Agricultural Products Wholesale Market in Foshan is linked to over 1,000 acres of supply bases nationwide, providing an average of over 3,000 tons of fresh produce daily [6]. - As of September 23, the vegetable supply volume exceeded 2,500 tons, with total market and cold storage inventory surpassing 10,000 tons [6]. - The city maintains a daily vegetable supply of 4,200-4,500 tons and a daily supply of live pigs between 12,000-14,000 heads, ensuring sufficient reserves for the population [6]. Group 3: Consumer Behavior and Market Stability - Supermarkets in Foshan report stable prices and sufficient inventory of essential goods, with no long-term shortages observed [3][7]. - The local government encourages residents to purchase according to their needs to avoid excessive stockpiling [7]. - Continuous monitoring of market dynamics will be conducted to ensure the supply of essential goods remains stable and prices are kept in check [7].