Core Insights - The Huaren Wanjia Pujia Store in Hangzhou is set to reopen on December 31 after a comprehensive renovation aimed at enhancing the shopping experience for consumers [1] Group 1: Store Renovation and Offerings - The renovation focuses on four core dimensions: products, pricing, environment, and services, aiming to create a "better quality and more value" one-stop shopping experience [1] - Over 3,000 new products will be introduced, while nearly 70% of old products will be replaced, with a selection of over 9,500 quality items covering daily needs [2] - The fresh food section will be expanded, featuring a "Food Street" with 14 specialty stalls offering diverse flavors, and a 50 square meter dining area with 30 seats for immediate dining needs [2] Group 2: Store Layout and Customer Services - The store will adopt a single-layer operation model, removing mandatory traffic flow designs, and widening main aisles to 3.5 meters for smoother shopping [2] - New facilities will include direct drinking water, microwaves, pet storage, and various free services such as blood pressure measurement and eyeglass cleaning, catering to diverse customer needs [2][3] - Fresh food processing services like free slicing, grinding, and fish killing will be available, along with a 7-day no-reason return policy [3] Group 3: Opening Promotions and Member Benefits - The store will offer significant discounts on seasonal fresh products, with prices such as fresh-cut pork starting at 7.99 yuan per portion and various promotions on other items [4] - A range of opening gifts will be available from December 31 to January 11, including a 20% discount on over 2,800 quality items [4] - Members will receive exclusive benefits, including a free box of antibiotic-free eggs with any purchase from December 31 to January 2, and a chance to win prizes in a lottery during the opening period [5]

Group 1 - JD's restaurant brand "Qixian Xiaochu" has launched a nationwide partner recruitment plan, focusing on key regions including Beijing-Tianjin-Hebei, Yangtze River Delta, and Pearl River Delta, with plans to open new stores in major cities by January 2026 [1][16] - Three squirrels have opened the first seven lifestyle stores in southern Anhui, marking a shift towards community retail, with over 90% of products being self-owned brands and a focus on fresh supply [3] - The scale of China's supermarket on-site food sales has surpassed 100 billion yuan, with top companies accounting for 10%-20% of sales, highlighting the need for systematic operations and digital efficiency improvements [4] Group 2 - Tmall has released six major consumer trends for 2025, emphasizing a consumer philosophy centered around personal enjoyment and emotional spending [6] - The first community canteens in Guangzhou's Liwan District have been launched on Taobao Flash Purchase, providing convenient meal delivery for the elderly [7] - The first independent burger brand "V BURGER" from Pizza Hut is set to open in Shenzhen, focusing on high-quality burgers made with premium ingredients [18] Group 3 - Dongfang Zhenxuan's self-operated sausage sales have exceeded 1 billion yuan, with significant sales figures reported [12] - Meituan reported a 98% year-on-year increase in reservations for international cuisine restaurants on New Year's Eve, with major cities like Shanghai and Beijing leading the demand [12] - Hongjiu Fruit, known as the "first fruit stock," is set to be delisted due to financial reporting issues and governance failures, just 40 months after its IPO [13] Group 4 - Haidilao has introduced mini portion dishes priced from 4.9 yuan, catering to consumer demand for smaller meal options [19] - Mijue Ice City has opened its first flagship store in Hangzhou, featuring a large space and a variety of products beyond beverages [20] - Yuanji Cloud Dumplings has opened its first store in Thailand, expanding its international presence after establishing a foothold in Singapore [20]

本报讯(记者桂小笋)12月29日，中国连锁经营协会(CCFA)发布《2025超市现场制售食品发展现状与发展 路径研究报告》。报告显示，我国超市现场制售食品市场规模已突破1000亿元，百强代表性超市企业销 售占比普遍达到10%至20%，成为继生鲜之后驱动实体超市增长的核心引擎。然而报告也警示，行业正 面临分类标准混乱、"三高"成本压力、专业人才短缺等多重挑战，企业需从"引流思维"转向"体系化运 营"，方能在新一轮竞争中行稳致远。 报告指出，随着调改工作在全国超市范围展开，现场制售食品区域已成为新开门店和老旧门店改造 的"标配"，部分超市更将加工部从生鲜部门独立为一级部门，凸显战略重视。从需求端看，年轻家庭和 上班族追求"即买、即食、即享"的便捷体验；供给端，成熟的食品加工与设备供应链支撑了效率提升； 市场端，面对渠道过剩与同质化竞争，现场制售凭借高客单、高毛利、高壁垒特性，成为强化线下体验 的关键抓手。 针对制约行业发展的挑战，CCFA建议加快推进行业标准体系建设，制定《超市现场制售业务分类与统 计指引》。 报告首次系统揭示了现场制售业务的三大市场分层格局。在北上广深等城市，即时零售渗透率超50%， 零售商聚焦 ...

北京商报讯（记者 王维祎）12月29日，中国连锁经营协会（CCFA）发布《2025超市现场制售食品发展 现状与发展路径研究报告》。报告显示，我国超市现场制售食品市场规模已突破1000亿元，百强代表性 超市企业销售占比普遍达到10%~20%，成为继生鲜之后驱动实体超市增长的核心引擎。 报告中提及行业痛点，一是分类标准不统一，导致统计口径混乱、跨区域监管困难；二是供应链与成本 压力，中央厨房投入巨大，高人工、高损耗侵蚀利润；三是运营效率瓶颈，销售预测难、工艺流程复 杂、场地布局不合理；四是食品安全风险，加工环节多、操作复杂，管理难度远超预包装食品；五是专 业化人才短缺，缺乏菜品研发、烹饪制作、运营管理等复合型人才。 中国连锁经营协会会长彭建真强调，"现场制售视频本质上是一门结合了零售效率与餐饮体验的复杂生 意，绝非简单的引流工具。若企业自营生鲜尚未做好，盲目上马熟食可能操之过急。 报告显示，超市行业平均毛利率虽达40%，但单位面积用工量是普通货架销售的2-3倍，开业初期甚至 高达5~8倍，对精细化运营能力提出极高要求。 报告指出，随着调改工作在全国超市范围展开，现场制售食品区域已成为新开门店和老旧门店改造 的"标 ...

"你有多久没在逛超市的时候想拿就拿，不看价签了？" 众所周知，在商超界，山姆、盒马，一度成为了"中产""品质生活"的代名词。 为了跑马圈地，两方甚至一度掀起商超大战，看谁能在"会员制超市""中产标配"队列一骑绝尘。 但谁也没想到，2025年一批平价超市弯道超车，强势分流山姆、盒马客流，成为新一代人气王。 奥乐齐单店日销破百万，万客来一年横扫20省，众大厂纷纷加入跑马圈地…… 被戏称为"穷鬼超市"的它们，正在改写超市行业的游戏规则。 01 超市界"萨莉亚"，杀疯了 在社交平台上随意搜索"穷鬼超市"关键词，奥乐齐必须有姓名。 这家来自德国的超市，如今在年轻人中间人气颇高。 喜爱的人叫它"性价比天花板"，对它无感的也得承认"穷鬼的最爱没有之一"。 不是调侃买它的人，而是动辄1.49元、4.9元起步的价格，实在很难让自称"穷鬼"的年轻人不动心。 图源：小红书@ALDI奥乐齐 "在奥乐齐70元的购买力恐怖如斯，有吃有喝有零食，有酒有肉有蔬菜。" 3.9元的卫生巾，7.9元的裸酸奶，9.9元的护手霜……第一批赶来的年轻人，已情不自禁封它为—— "全体在沪穷鬼的避风港 · 晚8点后真正的穷鬼天堂 · 沪币终结者。" 图源： ...

2025年，中国中产网友单方面宣布，自己被山姆背刺了至少四次。 先是好丽友、卫龙、溜溜梅等工人阶级品牌入驻，玷污了山姆高贵的货架；接着有机大豆偷偷降级被抓个正着；随后前 阿里高管上任和商品AI精修图上线时间意外重合，导致阿里莫名躺枪。 最近，160块钱3瓶的海飞丝顶着舆论压力逆风上架，不出意外又刺痛了中产的神经。 起因各异，殊途同归。总结起来就是山姆下沉的太快，导致会员卡贬值，中产身份掉价，随之引发了轰轰烈烈的保卫山 姆货架运动。 将山姆的门槛解读为阶层入场券，很可能是中产们的一厢情愿。更接近事实的真相是： 山姆从来不是中产的代名词。 人民的山姆 知名品牌盼盼在打入中产阶级内部前可谓做足了功课，把盼盼改成了"panpan"，还在包装上整了点法语单词和一面法 国国旗，但这点小伎俩怎么可能逃过中产会员的火眼金睛，最终惨遭下架。 中产与山姆的量子纠缠始于2016年，时任山姆中国区总裁文安德新官上任三把火，把150元的会员费涨价到260元，并 说出了那句精准拿捏中产心态话[1]： "如果有会员接受不了这个数字，那他们就不是我们的目标用户。即便会员制模式不是面向所有人，但我们就是要营造 出一种专属感。" 但这句话还有后 ...

一、吉小安董事长简介：从学术精英到商业领袖的跨界人生 吉小安，1957年出生，兼具学术深度与商业敏锐度的企业家，现任北京华联集团投资控股有限公司董事 长、北京华联综合超市股份有限公司董事及北京华联（SKP）百货有限公司董事长。其职业生涯可划分 为两大阶段： 学术沉淀期：早年任职于国务院发展研究中心，担任副研究员，深耕宏观经济与政策研究，为后续商业 决策奠定理论基础。 ：1993年参与创办北京华联集团，主导其从区域性商厦发展为全国性零售巨头。旗下北京SKP商场以年 营业额超200亿元的成绩，连续多年蝉联"中国最赚钱商场"称号，成为高端零售标杆。 吉小安董事长深度解析：学术背景、商业实践与战略布局 吉小安的领导风格以"稳健中求突破"著称，既注重长期战略布局，又擅长通过合资、并购等方式快速拓 展业务版图。例如，他曾推动北京华联与台湾新光三越集团合资，虽因关联交易问题引发纠纷，但体现 了其开放合作的商业思维。 二、吉小安擅长领域：零售全产业链运营与资源整合 吉小安的核心能力体现在三大维度： 零售业态创新 高端百货：北京SKP通过"品牌独家化+体验场景化"策略，吸引全球90%以上一线品牌入驻，单店年客 流量超1500万 ...

两家店基于各自区位特点与客群结构，进行了细微的差异化布局。永辉超市世界村店作为运营十年的成 熟社区店，此次调改着重于"品质深化"与"体验优化"。针对周边稳定的家庭客群，店内进一步强化了生 鲜商品的鲜度管理与品控标准，并丰富了高品质预制菜肴及即食品类，为老顾客提供更为便捷、优质的 每日三餐解决方案。 永辉超市半壁店则依托长期的社区服务根基，更侧重打造"一站式家庭生活解决方案"。除了保障基础民 生商品，店内针对冬季及节庆家庭聚会需求，特别强化了火锅食材等场景化商品矩阵，并提供从肉禽免 费加工到水产现场清理等系列便民服务。 北京商报讯(记者赵述评)近日，永辉超市（601933）在北京城市副中心通州区迎来集中焕新、存量门店 完成调改。12月28日，已服务周边社区长达十年的永辉北京通州世界村店完成调改；12月30日，同样位 于通州、陪伴梨园居民十二载的永辉半壁店也将调改开业。 本次两家门店的调改，商品结构达到胖东来商品结构的80%，并同步设立了胖东来自有品牌专区，引入 了DL果汁、DL零食等多款备受市场认可的同源同价品质商品。门店均严格执行生鲜商品"468"鲜度管 理与日清制度，并通过电子屏实时公示食品安全检测数据。 ...

Core Viewpoint - Sanjiang Shopping has experienced a decline in stock price recently, with a notable drop in trading volume and significant net outflow of funds, despite a year-to-date increase in stock price [1][2]. Group 1: Stock Performance - As of December 29, Sanjiang Shopping's stock price decreased by 2.03% to 13.98 CNY per share, with a trading volume of 163 million CNY and a turnover rate of 2.11%, resulting in a total market capitalization of 7.657 billion CNY [1]. - Year-to-date, the stock price has increased by 30.90%, but it has seen a decline of 6.61% over the last five trading days, 14.39% over the last 20 days, and 0.36% over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Sanjiang Shopping reported a revenue of 2.988 billion CNY, reflecting a year-on-year growth of 0.59%, while the net profit attributable to shareholders decreased by 5.42% to 114 million CNY [2]. - The company has distributed a total of 1.362 billion CNY in dividends since its A-share listing, with 329 million CNY distributed over the past three years [3]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Sanjiang Shopping increased to 48,400, a rise of 61.74%, while the average circulating shares per person decreased by 38.17% to 11,311 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 3.8167 million shares, a decrease of 878,200 shares compared to the previous period [3]. Group 4: Business Overview - Sanjiang Shopping Club Co., Ltd. is located in Ningbo, Zhejiang Province, and was established on September 22, 1995, with its stock listed on March 2, 2011. The company primarily operates community fresh supermarkets [1]. - The revenue composition of Sanjiang Shopping includes 53.56% from food, 34.99% from fresh produce, 8.90% from daily necessities, 2.03% from other sources, and 0.53% from textiles [1].

家家悦所属申万行业为：商贸零售-一般零售-超市。所属概念板块包括：社区团购、新零售、养老金概 念、证金汇金、MSCI中国等。 12月29日，家家悦盘中下跌2.06%，截至11:18，报11.89元/股，成交1.06亿元，换手率1.38%，总市值 75.90亿元。 资金流向方面，主力资金净流出50.13万元，特大单买入221.04万元，占比2.08%，卖出0.00元，占比 0.00%；大单买入1658.22万元，占比15.58%，卖出1929.39万元，占比18.12%。 家家悦今年以来股价涨6.64%，近5个交易日跌8.54%，近20日涨3.57%，近60日涨16.57%。 资料显示，家家悦集团股份有限公司位于山东省威海市经济技术开发区大庆路53号九龙城国际大厦，成 立日期1981年6月16日，上市日期2016年12月13日，公司主营业务涉及超市连锁经营。主营业务收入构 成为：食品化洗47.22%，生鲜42.71%，其他(补充)6.85%，百货2.69%，工业及其他0.52%。 截至9月30日，家家悦股东户数2.18万，较上期减少10.62%；人均流通股29305股，较上期增加11.89%。 2025年1月- ...