经济导报记者 刘勇 山姆会员超市正加速在山东的布局。 天眼查信息显示，近日，青岛山姆会员超市有限公司成立，法定代表人为郑硕怀，注册资本300万美元。经营范围包括食品销售、第三类医疗器械经营、 食品互联网销售等，由山姆（上海）投资有限公司全资持股。这是山姆在山东设立的首家公司。 01 据了解，青岛山姆会员店规划建筑主体为单体立方体商储结构，地上两层约2万平方米购物空间；地下两层为配套停车场，提供约1100个停车位。 实际上，早在2022年6月，在青岛市商务局组织的"2022新业态·新消费·新城市"洽谈会上，相关领导就曾表示，"青岛将重点招引K11购物艺术中心、开市 客、沃尔玛山姆等国内外名店，丰富业态供给，实现区域引流，促进青岛新消费业态繁荣。" 自此，山姆会员超市结盟青岛的步履日渐加快。2024年年初，山姆会员超市将落户在青岛市北区的消息成为热点。青岛市相关领导在走访青岛滨海国际中 心时，曾亮出了一张建设规划图，上面明确标出了"山姆会员超市"拟选址的具体位置。 2024年5月27日，在2024港澳山东周开幕式暨鲁港合作交流会上，青岛山姆会员商店项目正式签约。 2024年8月1日，青岛市自然资源和规划局发布了《 ...

文｜品牌议题 一个看似微小的动作，往往蕴藏着深刻的市场信号。 最近，"盒马NB"，这家盒马旗下硬折扣品牌，宣布正式更名为"超盒算NB"，寓意不言自明，传递出"超 级划算"的信号，也预示着盒马在零售业务上的新一轮发力。 野心源自业绩。随着最后一家盒马X会员店关门，以及盒马邻里业务下个月停运，"仓储会员店"、"社 区团购（自提业务）"终被归类在"非核心业务"中，在业务持续收缩中走向落幕。瘦身之后的盒马，未 来路线也变得清晰，核心资源将集中在"盒马鲜生（店仓一体的生鲜主业）+超盒算NB（定位硬折扣的 社区超市）"。 尤其是超盒算NB（NB全称"neighbour business"）半年新增超百家门店，目前接近300家，上半年营业额 实现双位数增长，势头强劲，成为盒马整体扭亏转盈的"真大腿"。而在此消彼长的外卖大战中，超盒算 NB全面接入淘宝闪购，盒马鲜生获得淘宝闪购独立入口。在阿里新的数字零售版图中，盒马重新找回 了自己的"生态位"。 而在更大的零售版图上，当许多传统商超还在为客流下滑焦虑时，一批新兴零售业态却成为人气磁石， 夜晚九点后依旧人潮涌动。 ——源自德国的硬折扣鼻祖奥乐齐（ALDI），2024年中国销售 ...

每经AI快讯，有投资者在投资者互动平台提问：贵司超市是否开通了线上购物？ 步步高（002251.SZ）10月9日在投资者互动平台表示，目前公司还不成熟，暂时没有恢复配送到家业 务。未来成熟后配送渠道业务希望能有机会和优秀平台及企业合作。 （文章来源：每日经济新闻） ...

Core Insights - The extended holiday period during the Mid-Autumn Festival and National Day has significantly boosted consumer activity, with JD Discount Supermarkets achieving record sales through promotional events [1] - The sales of traditional mooncakes surged over 300% during the holiday, highlighting consumer demand for festive foods [1] - The performance of JD Discount Supermarkets reflects a broader trend of increasing consumer spending in county-level markets, driven by a diverse range of products and competitive pricing [3] Group 1: Sales Performance - JD Discount Supermarkets launched promotional activities across six stores, attracting over 5 million customers and leading to a substantial increase in sales volume [1] - Popular products included mooncake gift boxes, with specific flavors like red date and five-nut mooncakes being particularly favored by consumers in Suqian [1] - Sales of essential household items, such as cooking oil and flour, also saw significant demand, indicating a stable base for family consumption [2] Group 2: Product Variety and Consumer Preferences - The sales of fresh produce, including durians and seafood, demonstrated a shift towards higher-quality food options among county residents, with durian sales exceeding 60,000 pounds [2] - JD's private label products, such as 100% fruit juices and craft beers, were highly sought after, reflecting consumer preferences for quality and variety [2] - The success of freshly made items, like baked goods and ready-to-eat meals, indicates a growing trend towards convenience in food shopping [2] Group 3: Supply Chain and Service Model - The strong performance of JD Discount Supermarkets is supported by an efficient supply chain and logistics system, ensuring product freshness and cost-effectiveness [3] - The stores, averaging 5,000 square meters with over 5,000 SKUs, are strategically located in popular shopping areas, catering to the one-stop shopping needs of families [3] - JD Discount Supermarkets' business model emphasizes low prices and value, positioning itself well to meet the evolving demands of consumers in the current market environment [3]

今年中秋遇上国庆，"超长待机"的黄金周持续引燃消费活力。9月20日至10月6日期间，京东折扣超市全 国六家门店同步启动双节大促活动，上百款商品价格"击穿"当地市场常规价格，直接让利消费者，"又 好又便宜"的购物体验也使得京东折扣超市销量全面爆发，刷新销售记录。 众多"新鲜看得见"的生鲜产品也格外表现抢眼。榴莲作为热带水果之王，在京东折扣超市全国六店的销 量突破60万斤。新鲜优质海鲜的消费需求同样居高不下，数据显示，鲜活海白虾销量环比增长100%， 鲜活的梭子蟹、大闸蟹等水产商品持续热销。"家门口就能挑鲜活的螃蟹，价格还便宜，太方便了。"在 涿州门店，市民王先生举着刚选好的梭子蟹说道。这些高单价商品的畅销，不仅反映了县域居民饮食结 构的多元化升级，也有力印证了县域消费者对高品质、特色生鲜的接受度与消费力正稳步提升。 值得一提的是，各种配料干净的京东自有品牌商品被疯抢，如京东七鲜各种口味的 100%果汁口感纯 正、营养丰富；"东哥同款"七鲜皮尔森原浆啤酒麦香浓郁等。 从河北涿州、固安到江苏宿迁，多家门店再现排队盛况，累计接待顾客超500万人次；多类商品销量大 幅增长，部分热门商品突破往日销售峰值，门店多次紧急补货 ...

此外，多类商品销量大幅增长，部分热门商品突破往日销售峰值，门店多次紧急补货，甚至启动限购措 施以保证消费秩序。数据显示，双节期间，京东折扣超市全国六店的中秋月饼销量环比增长超300%。 责任编辑：尉旖涵 新浪科技讯 10月7日下午消息，9月20日至10月6日期间，京东折扣超市全国六家门店同步启动双节大促 活动。从河北涿州、固安到江苏宿迁，多家门店再现排队盛况，累计接待顾客超500万人次。 ...

国庆见闻：#2025国庆见闻# 来源：市场资讯 一、这一轮赚钱了，但上一轮还没解套。 从去年924到现在，大家股票或是基金，普遍赚钱了，但是问题是上一轮牛市的基金还有不少人没解套。 这几天国庆节，我和老家的亲戚，还有同学聊天，也包括我之前时候和上北广深的朋友们交流。 从去年924到现在，大家股票基金赚钱了，但是赚钱有多有少，有先有后，比如去年红利好，今年科技好，红利就 一般。 当然赚钱和赚钱不一样，翻倍也是赚钱，涨50%也是赚钱，只涨了1%也算是赚钱了（你抬杠就是你对），但是好 歹从924到现在，大家赚钱了。 这一轮赚钱不是太大的问题，问题是上一轮牛市买的基金——还有不少人没解套，甚至还包括基金公司和证券公 司员工自己买的某些基金，都有一部分没解套。 我估计这一部分基金如果解套了，肯定有不少人想保本出。 现在，不论是上北广深这样一二线城市，还是我老家胶州这样的县城，大部分人对房价再次大涨估计不抱太大希 望，该买房的基本上也或多或少有了，银行存款利率又很低，所以老百姓钱总得有个去处。 股市是一个很好的居民财富蓄水池和发动机，但是过去这些年A股波动太大了，老百姓肯定想赚钱，但是也害怕 大跌。 A股最好的走势可能就 ...

Core Insights - The article discusses the entry of major internet companies into the physical discount supermarket sector, highlighting the opening of Meituan's "Happy Monkey" and JD's discount supermarkets, which have attracted significant consumer interest and participation in promotional activities [4][8][9]. Industry Trends - The rise of "frugal economics" among consumers, particularly office workers, who seek to maintain quality of life while adhering to tighter budgets, is becoming a common trend [5][10]. - The opening of discount supermarkets has led to intense consumer competition, with reports of long queues and aggressive purchasing behavior for discounted products, such as durians priced at 19.9 yuan per kilogram [8][9]. Consumer Behavior - Consumers are increasingly utilizing social media and promotional activities to maximize savings, with examples of individuals leveraging multiple accounts to obtain free items and discounts [6][10]. - The phenomenon of "sheep shearing" reflects a shift in consumer loyalty, where shoppers prioritize price over brand loyalty, often switching between platforms to find the best deals [18][21]. Market Dynamics - The competitive landscape is shifting, with discount supermarkets offering significant price advantages, leading to a decline in brand loyalty among consumers [21][24]. - The article illustrates how consumers are adapting their shopping habits in response to economic pressures, with many opting for budget-friendly options and discount stores over traditional supermarkets [19][20].

以下文章来源于消费方法论 ，作者霍东阳 消费方法论 . 观察者网财经部出品。洞察中国人的消费逻辑。 来源|消费方法论 作者|霍东阳 编辑|张广凯 近日，据澎湃新闻报道，8月底，消费者李先生在大润发沈阳和平店购买的"鑫思琪五仁小月饼"配料表中，赫然标注着食品添加剂"脱氢乙酸钠"。 根据2024年2月发布、2025年2月8日实施的《食品安全国家标准 食品添加剂使用标准》（GB 2760-2024），脱氢乙酸钠已被禁止在月饼、糕点等 焙烤食品中使用。此项禁令有长达一年的缓冲期，意在给足企业调整配方的时间。 李先生将情况反馈给大润发后，超市迟迟未作回复。 直到9月16日市场监管部门介入，大润发工作人员才回应称，问题系员工操作失误所致：今年上架新品时直接复制了去年的产品档案信息，未及时删 除已禁用的添加剂名称，并强调厂家检测报告显示产品中并未添加脱氢乙酸钠。 对于这一解释，李先生仍存疑虑。他当即提出希望对留存的月饼进行检测，但大润发方面后续未再跟进处理。 脱氢乙酸钠作为一种广谱性食品防腐剂，对霉菌和酵母菌有较强抑制作用。但脱氢乙酸及其钠盐会抑制人体内多种氧化酶活性，长期过量摄入可能危 害健康。 《食品标识监督管理办法》 ...

Core Insights - The "Happiness Index" of cities may include the "Fat Content" as an important metric, reflecting the quality of life and consumer satisfaction in retail environments [1] - Yonghui Supermarket has completed the renovation of seven stores in Zhengzhou, marking a significant step in its quality retail upgrade strategy [1][3] Group 1: Store Renovation and Performance - The first "Fat Donglai" renovated store opened in Zhengzhou on June 19, 2024, achieving a daily sales record of 1.88 million yuan, which is 13.9 times higher than before the renovation [3] - The seven renovated stores cover key urban areas in Zhengzhou, creating a localized quality retail network based on the "Fat Donglai" model [3] - The six opened renovated stores are stabilizing in operations, contributing to sustained vitality in Zhengzhou's consumer market [3] Group 2: Product and Service Upgrades - The renovated Hanhai North Gold Store optimized 11,464 products, with a 26.8% increase in new products, achieving 80% compliance with the Fat Donglai standards [5] - The proportion of imported products increased to 15%, and fresh food offerings rose from 5% to 20% [5] - Seasonal products and services were introduced for the holiday season, enhancing customer interaction and experience [5] Group 3: Customer Experience and Employee Welfare - The store design includes lower shelves and wider aisles to create a more comfortable shopping environment, along with various customer amenities [6] - The number of frontline employees increased from over 70 to 160, with an average salary of 5,000 yuan and additional benefits [6] - The focus on employee satisfaction is aimed at enhancing customer service quality [6] Group 4: Expansion and Replication of Success - The Zhengzhou experience is being replicated in other cities within Henan province and in other regions such as Chongqing, Xi'an, and Wuhan [8] - Yonghui aims to optimize its local layout and enhance store service capabilities while maintaining a focus on product selection, service personalization, and operational precision [8] - The goal is to establish Yonghui as the "happiest supermarket in Zhengzhou," contributing positively to the city's quality of life [8]