Core Insights - Major internet companies are rapidly entering new business areas, particularly in the community discount supermarket sector, with Meituan's "Happy Monkey" supermarket set to open soon, despite the company denying the reports [1][4] - The community discount supermarket model, exemplified by Hema NB, is gaining traction, with Hema NB's store count reaching 303 in just two years, indicating a successful expansion strategy [5][7] Community Store Acceleration - The community store model has become a hot investment area in the retail market, with companies like Walmart and JD also exploring similar formats [4] - Despite the buzz, the expansion of community discount stores has been slow historically, with examples like Aoleqi taking four years to grow its store count significantly [4][5] Hema NB's Rapid Growth - Hema NB has successfully expanded through a "1+N" model, focusing on densely populated areas and offering self-pickup points for online orders, which has contributed to its rapid growth [5][7] - Hema NB aims to achieve a profitable model with a target of 150,000 RMB in monthly sales and a 15% gross margin, which, if successful, will lead to nationwide expansion [5][7] Discount Store Model Evolution - The community discount store model is characterized by hard discount strategies, which have become increasingly popular among consumers in China [8][9] - The global discount retail market shows that China has significant room for growth, with only 3.8% of retail sales currently coming from discount retail [8] Supply Chain and Pricing Strategy - Hema NB's pricing strategy includes significant discounts on everyday items, leveraging a streamlined supply chain and a focus on self-branded products to maintain low prices [18][19] - The model emphasizes the importance of supply chain efficiency, allowing for competitive pricing and improved inventory turnover [18][19] Challenges and Market Dynamics - The community supermarket sector is becoming increasingly competitive, with new entrants and established players like Lianhua and Aoleqi intensifying the price competition [21][22] - The franchise model adopted by Hema NB, while enabling rapid expansion, poses risks as profitability heavily relies on consistent sales performance at individual stores [21][22]

食品丨市场观察 本周看点： -植物蛋白饮料巨头陷转型困局； -从计划经济到全球化：中国调味品TOP企业的进阶之路； -这届年轻人爱上"水替式"养生，用"减负"来"加码健康"。 行业 环境 1.植物蛋白饮 料巨 头陷转型困局 关键词：植物蛋白饮料,市场竞争加剧,营收净利润变化,大单品增长乏力,渠道品牌壁垒 概要：20 24年植物蛋白饮料行业呈现分化趋势，四家上市公司业绩各异：养元饮品净 利润增 长但营收略降，维维股份优化渠道后利润翻倍，承德露露双增，欢乐家双降。业内人士指出， 传统植物饮料受场景限制、淡旺季影响明显，且面临新兴品类竞争与同质化挑战。不过，健康 属性产品和新型植物奶需求上升，国际市场提供新机遇，企业需通过差异化创新满足年轻消费 者需求，推动行业发展。 2.从计划经济到全球化：中国调味品TOP企业的进阶之路 关键词：调味品行业,全球化,标准创新,出口创汇,现代化生产 概要：中国调味品行业结合传统工艺与标准创新，以海天味业、李锦记、珠江桥牌等企业为代 表，从计划经济时代的"出口创汇"到改革开放后的技术升级，逐步成为全球行业规则制定者。 珠江桥牌通过高新技术实现"智造"转型，推动南派酱油走向国际。行业从 ...