今年以来步步高已经10次登上龙虎榜，最近一次登上龙虎榜为9月9日，当日龙虎榜净买入-5115.28万 元；买入总计3.11亿元 ，占总成交额比8.10%；卖出总计3.62亿元 ，占总成交额比9.43%。 资料显示，步步高商业连锁股份有限公司位于湖南省长沙市东方红路649号步步高大厦，成立日期2003 年12月11日，上市日期2008年6月19日，公司主营业务涉及商品零售业务。主营业务收入构成为：超市 64.34%，其他(补充)27.44%，百货6.01%，物流及广告2.21%。 步步高所属申万行业为：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、预制菜、 冷链物流、统一大市场等。 12月29日，步步高（维权）盘中下跌2.00%，截至10:03，报5.39元/股，成交3.05亿元，换手率2.59%， 总市值144.92亿元。 资金流向方面，主力资金净流出4457.94万元，特大单买入1265.97万元，占比4.16%，卖出3403.26万 元，占比11.17%；大单买入4152.53万元，占比13.63%，卖出6473.18万元，占比21.25%。 步步高今年以来股价涨36.46%，近5个交易日 ...

转自：北京青年报客户端 在近期商务部等多部门联合发文支持提振消费的背景下，北京市"一刻钟便民生活圈"建设持续深化。12月28日， 已稳健服务周边社区长达十年的永辉北京通州世界村店完成"胖改"开业，12月30日，陪伴梨园居民十二载的永辉 半壁店也将焕新启幕。通州两家社区单体店的相继升级，标志着"胖永辉"品质零售网络在副中心进一步织密， 以"优质平价"的商品和温暖细致的服务，切实响应政策号召，激活社区消费活力。 本次两家门店的调改，商品结构达到胖东来商品结构的80%，除同步设立胖东来自有品牌专区外，门店现制的水 饺云吞、鱼丸羊肉串烤鸭、欧包蛋挞等组成浓厚的烟火气。通过持续推进供应链"裸价直采"改革，两家店共同夯 实"优质平价"的民生基石，为周边家庭提供0.99元/斤的白菜、6.99元/斤的猪肉、4.99元/斤的平价砂糖橘等稳定可 靠的日常供给。同时，"品质永辉"自有品牌及"永辉定制"系列商品，如严选原料的定制鲜牛奶、高标准的三文鱼 等，共同构筑起品质信任，满足消费升级需求。 在一致的高质价比框架下，北青报记者注意到，两家店基于各自区位特点与客群结构，进行了细微而精准的差异 化布局。其中世界村店作为运营十年的成熟社 ...

手机完成核验，柜门应声打开，拿一份免费的食物。在深圳福田的一些街道，这样的智能设备，不是自动售货机，而是被称作"食物银行"。 "食物银行"24小时运营，需要者可以通过App预约，每人每天可领取一份食物。包括低保、残疾人、失独老人，以及环卫工人、新就业人员等，可以优先领 取。 深圳市福田区环境保护产业协会秘书长 孙月：我们早上9点钟上柜以后，大概在一个半小时左右时间，柜子里的食物都会被预约光，所以他们参与热情还是 很高。普通的市民晚上8点钟以后，如果柜子里还有留存，都可以参与进来，基本上日日清，每天都不会有剩。 食物银行所提供的食品，来自一些超市和企业的捐赠。比如一些新鲜的蔬菜、水果，由于只在超市销售一天，晚上如果卖不掉，也要被下架。同样的，还有 当天出炉，不能隔夜销售的面包，以及临近保质期的商品。 深圳市福田区环境保护产业协会秘书长 孙月：商家做第一次分拣，志愿者团队进行第二次，其实这些食物还保存得很好，可能只是有部分脱水，但是绝对 不影响食用。 深圳市福田区民政局慈善事业促进科科长 曾佳雯：上架前，志愿者还会对有效期在进行核对。像蔬菜、水果，有叶子发黄、烂了或有撞到的地方，会处理 后再包装上架。 "食物银行 ...

当然盒马更不用说了，除了可以在现场就餐，也可以直接在线上购买，直接送货到家。 情绪价值很奇怪，也不能吃，也不能喝，但是他能在某一方啊面切中消费者的某一个心境，然后消费者就会不顾一切的疯狂购买，还很满足，这就是情绪 价值的意义所在吧。盲盒和新鲜花还过年过节的一些装饰品，都属于此类范畴吧。 所以很多传统超市人，还是按照以前的经营理念和方式，对卖场进行管理和运营，忽视了消费者在商品和服务方面的改变，所以导致用商品和服务和顾客 之间的联系弱化了很多，而且对这种开始疏离的关系，没有足够的认识，导致客流持续下滑，慢慢生意越来越差。关键的一点，还是没有找到改善之道！ 商品方面没有连接，服务方面更无法与消费者共振，自然吸引不了消费者到店。 当下的零售行业的困境，来自于对消费者的无感！ 对消费者的无感，既不能对消费者提供当下主流的商品和服务，又不能提供日常生活的解决方案，也不能在现场给消费者提供更多的情绪价值，导致消费 者和商家之间的连接越来越弱，当消费者一旦觉得离开这样的购物场所，对其生活没有任何不便的时候，就是这家超市走向全面崩溃的开始。 随着社会的发展，消费者接触的商品越来越多，开始陷入一种没有时间没有过多精力去挑选的境 ...

【#新加坡一企业送20年员工100克金币#】近日，新加坡本地连锁超市昇菘集团送纯金金币给员工，作 为长期服务的奖励，其中服务满20年的员工甚至获得重100克的金币，价值近19000元新元，引发热烈议 论。#金饰价格突破1400元黄金回收遇冷#近期多名在社交平台上发文分享，指公司颁发999纯度的金币 给员工作为长期服务奖。根据员工的服务年资，获颁的金币重量介于20克至100克不等。 消息一出，立 即引发不少网友讨论，纷纷留言称赞超市业者慷慨大方，还打趣问："老板还招人吗？" 据了解，员工 获颁的金币重量与服务年资挂钩。做满5年者可获20克的金币，10年和15年者可分别获得30克和40克的 金币，而服务满20年的员工则可获得100克、市价约18600元新元的金币。 （来源：今晚报） 转自：今晚报 ...

Core Insights - The article discusses the recent upgrade of RT-Mart's private labels "Runfa Workshop" and "HomeSmile," focusing on creating healthier and more enjoyable shopping experiences for consumers through innovative store designs and product offerings [1][2]. Group 1: Product Upgrades - The keywords for the product upgrade are fresh health and artisanal craftsmanship, with significant changes in the bakery products emphasizing the use of healthy ingredients and simplified recipes [2]. - The introduction of a "rice series" product line aims to cater to regional preferences and dietary considerations, differentiating it from the existing "noodle series" [2][14]. Group 2: Store Experience Innovations - The "bright kitchen" concept is a key innovation in enhancing the store experience, allowing consumers to see the food preparation process, which is particularly important for ready-to-eat items [6][8]. - RT-Mart has created tasting zones with a pricing strategy of "1 yuan + 2 yuan + 3 yuan" to encourage consumers to try new products at discounted prices [8][11]. Group 3: Market Positioning and Strategy - RT-Mart's strategy includes focusing on quality and freshness, optimizing product structure, and enhancing brand perception through a commitment to health and quality [12][22]. - The company has streamlined its product offerings from 560 SKUs to approximately 250, concentrating on high-potential categories like baked goods and ready-to-eat meals [14][27]. Group 4: Industry Context and Growth Potential - The global bakery retail market was valued at $385 billion in 2020, with China being the second-largest market at $34.1 billion (approximately 235.8 billion RMB) [14]. - The bakery sector is projected to grow at a compound annual growth rate (CAGR) of 11% from 2016 to 2020, with the market size expected to reach 307 billion RMB by 2023, indicating significant growth potential [17]. Group 5: Supplier Collaboration - RT-Mart collaborates closely with suppliers to create differentiated products, emphasizing a win-win relationship through effective communication and shared innovation [19][20]. - The company aims to establish a closed-loop value chain with suppliers to enhance customer value and product quality [19][20].

Core Viewpoint - The Chinese supermarket industry is facing significant challenges, with many companies struggling to adapt to market changes and competition from foreign retailers, leading to declining revenues and profitability [1][5][11]. Industry Overview - The departure of Zhang Jingyi from Yonghui Supermarket highlights the difficulties faced by Chinese supermarkets in recent years, including the impact of e-commerce and the pandemic [1]. - Many Chinese supermarket companies have attempted to innovate and adjust their product offerings, but customer traffic remains low, and profitability is still a major issue [1][5]. Comparison with Foreign Supermarkets - In contrast to the struggles of Chinese supermarkets, foreign retailers like Walmart, Costco, and Metro have maintained strong profitability, with Walmart reporting a revenue of $161.63 billion and a net profit increase of 53.3% in its latest fiscal quarter [6][8]. - In the first half of 2023, over 60% of the 13 listed Chinese supermarket companies reported a decline in revenue, with some facing significant losses [5][9]. Financial Performance of Chinese Supermarkets - Lianhua Supermarket reported a revenue decline of approximately 13.3% in the first half of 2023, continuing a trend of losses that have accumulated to over 2 billion yuan since 2017 [9][10]. - Other companies like Bubugao and Renrenle also reported severe losses, with Bubugao's revenue dropping by 69.29% and a net loss of 449 million yuan [9][10]. Self-Brand Development - The development of private labels is crucial for supermarkets to differentiate themselves and improve profit margins, yet Chinese supermarkets lag significantly behind their foreign counterparts in this area [12][13]. - In the U.S., private label sales grew by 11.3% in 2022, while in China, the private label market share is only about 1% [12][13]. Challenges in Private Label Strategy - Chinese supermarkets have been slow to develop effective private label strategies, often relying on OEM and ODM products rather than creating unique offerings [35][36]. - The lack of dedicated procurement teams for private labels in Chinese supermarkets contrasts sharply with the practices of foreign retailers, which often have specialized teams focused on private label development [36][42]. Future Opportunities - Despite the current challenges, the potential for growth in the Chinese supermarket sector remains, given the country's manufacturing and consumer capabilities [43].

阿里之后，谁能扶起这家曾经的超市之王？ 每日资本论（摄） 文/每日资本论 "超市之王"又要被卖了。 近日，多家媒体报道称，知名商超大润发的母公司高鑫零售有限公司（下称，高鑫零售）以执行董事兼CEO沈辉名义发出公告，表示9月27日上午起在港交 所短暂停牌，以待根据公司收购及合并守则发出载有本公司内幕消息之公告。 这意味着，潜在投资人或投资机构可能会向所有股东发出收购其股份的要约。 1、 关于大润发的"绯闻"近来不断。去年，大润发就开始传闻将被阿里巴巴出售，后被辟谣。今年3月，又传闻中粮集团将以100亿元收购大润发，后者辟谣。还 有传闻收购者是KKR集团，一家老牌的杠杆收购天王，擅长产业投资。高瓴资本被认为是目前最有可能收购大润发的潜在买家，而且有传言称，高瓴资本 可能会与润泰联手进行此次收购。 大润发的出售与业绩大幅下滑关系密切。2024财年（2023年4月1日至2024年3月31日），高鑫零售实现营收725.67亿元，同比减少13.3%；净利润巨亏16.68 亿元，同比下降1572.48%。 这是高鑫零售自2011年上市以来最大规模的亏损，主要受到负现金流门店和关闭门店及拟关闭门店的使用权资产及固定资产减值、 ...

当人们提起北京商业，往往首先会想到极具历史底蕴的王府井步行街、国际化的CBD商圈，以及好逛又好吃的大悦城、合生汇、太古里等热门商业。 但在大型商圈和大体量商业之外，还有更多小而美的商业担负起丰富区域商业生态的作用，重构商业与生活的边界，同时惠及周边居民和办公客群，让人 们愿意留在"附近"，也能够回归"附近"。 01. 有"社区感"的商业 应该什么样？ 在北京，这个问题还没有标准答案，但或许有参考答案：比较固定的辐射半径、相对稳定的核心客群、高频的到访消费和熟人社交的运行逻辑。 在"空间"层面，把商业公共空间做成"共享客厅"，做好生鲜超市、亲子乐园、露天座椅、室内外绿化、宠物友好设施，让附近居民先"进来坐坐"，下一步 才是买东西。 在"业态"层面，把优质内容嵌入一整天的生活流程，比如周末早上买早餐、喝咖啡，上午遛娃或遛宠，中午吃一顿丰盛的午餐，下午做个spa顺手买菜， 晚上健身或喝点小酒，让商业成为时间方案策划者而非商品集合地。 在"文化"层面，让居民或办公客群成为"共创者"，在招商阶段深度调研区域客群消费特点、听取居民意见，在开业后把快闪、市集、分享会做起来，拉着 本地老字号、主理人品牌、社区KOL一起"整活 ...

Group 1 - Aldi plans to exceed 100 stores in China by Q1 2026, accelerating its store opening pace [2][6] - The Chinese retail market is experiencing a dichotomy, with traditional supermarkets facing closures while new community supermarkets and discount stores are rapidly expanding [3] - Aldi, established in 1913 in Germany, has gained popularity in China due to its hard discount model and strong brand positioning [4][10] Group 2 - Aldi's low pricing strategy is supported by having over 90% of its products as private label items, allowing for better cost control [4][11] - Currently, Aldi operates over 80 stores in China, primarily in the Yangtze River Delta region, with a strong focus on Shanghai [5][10] - Aldi's rapid growth in China is attributed to its effective business model and brand recognition achieved through marketing and store openings [10][12] Group 3 - The competitive landscape in the discount supermarket sector is intensifying, with major players like Hema and JD.com also expanding their discount offerings [13][15] - The discount retail market in China is projected to grow significantly, with a market size exceeding 200 billion yuan in 2024 and a compound annual growth rate of 5.6% expected over the next decade [16] - The current economic environment has shifted consumer behavior towards more rational spending, making discount supermarkets appealing to price-sensitive consumers [16]