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人气零售崛起,“精致省”如何重塑消费战场?
Sou Hu Cai Jing· 2025-10-09 10:48
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 ...
品牌运营:赵一鸣品牌多维度深度解析-数说故事
Sou Hu Cai Jing· 2025-10-08 14:25
今天分享的是:品牌运营:赵一鸣品牌多维度深度解析-数说故事 报告共计:15页 《赵一鸣品牌多维度深度解析-数说故事》由Social Research发布,基于2025年3月25日-9月25日社媒数据,从品牌发展、调性、营销、内容、舆情等维度剖 析量贩零食领军品牌赵一鸣。品牌起源于2019年江西宜春,由赵定创立,2023年与零食很忙战略合并,2024年集团更名为鸣鸣很忙并实现万店规模,2025年 9月门店超2万家,主打量贩模式,SKU超2000种,每月上新100余种,价格低至市面三分之一,聚焦三四五线城市下沉市场,还推出"赵一鸣省钱超市"拓展 至百货日化等品类,2023年曾获黑蚁资本领投、良品铺子跟投的1.5亿元A轮融资。品牌调性年轻潮流,以"不玩套路真便宜"为Slogan,愿景是"让中国老百 姓实现零食自由",通过直供供应链降本让利消费者与加盟商,但存在加盟商盈利质疑(如用户反馈毛利低、成本高)及员工待遇问题(工作强度大、无故 开除)。近半年营销上,5月"6.1愿望成真节"邀林一代言、设高价值奖品,抖音互动量破1124万,微博/抖音NSR达97%/94%;6月"怀集水灾哄抢事件"致舆 情骤降(B站NSR -6 ...
零食行业:赵一鸣品牌多维度深度解析-数说故事
Sou Hu Cai Jing· 2025-10-05 23:44
数说故事发布的《赵一鸣品牌多维度深度解析》报告,聚焦2025年3月-9月赵一鸣零食的发展现状、运营策略、营销表现及潜在风险,揭示其作为量贩零食 赛道领军品牌的成长逻辑与挑战。 报告显示,赵一鸣零食2019年由赵定在江西宜春创立,2023年与零食很忙战略合并,2024年母公司更名鸣鸣很忙集团,2025年9月门店超2万家,成为行业头 部企业。品牌主打"量贩"模式,SKU超2000种,每月上新100余种,价格低至市面价1/3,聚焦三四五线城市下沉市场,还推出"赵一鸣省钱超市"拓展至百货 日化领域。资本层面,2023年完成1.5亿元A轮融资(黑蚁资本领投、良品铺子跟投),推动门店从84家快速扩至2500余家。 品牌调性以"年轻、潮流、高性价比"为核心,Slogan"不玩套路真便宜"传递低价与真诚理念,愿景是"让中国老百姓实现零食自由"。价值观上强调"让利加盟 商与消费者",通过直供供应链与数智化仓配降本,但实际存在矛盾:一方面控制货架高度、设"寻宝"购物体验;另一方面,社交媒体有加盟商抱怨毛利仅 15%、回本难,员工反映工作强度大、待遇低。 营销方面,近半年呈"事件驱动"特征。5月"6.1愿望成真节"邀林一代言,联合 ...
“在好特卖买到过期1年的水”,多方回应
Xin Lang Cai Jing· 2025-10-02 10:37
9月29日,好特卖官方客服回应南都湾财社记者称,经自查,确认该顾客投诉的商品是2025年9月15日生 产的,矿泉水瓶包装上的"2025年"中的数字"5",因为打印不连贯,导致顾客看错为"3",目前平台在积 极联系顾客,该客服称,如果顾客仍有疑虑,平台亦可以为其退款。好特卖表示,平台所有销售的商 品,资质都是齐全的,只有合格的才会销售。 委托商:或为假冒伪劣产品 不过,该说法遭到饮用水委托方的质疑。9月30日,广州白云山星群健康科技有限公司工作人员告诉南 都湾财社记者,经确认,该公司今年9月并未生产饮用水,不排除该消费者购买到的商品为假冒伪劣产 品,但需要该消费者提供更多涉事产品信息才能确认。 针对这一说法,9月30日,好特卖官方客服告诉南都湾财社记者,将对此进行核查,但截至发稿前,记 者未收到更多回应。 9月28日,有北京的消费者发文称,他在好特卖(北京京投港长阳店)买到一瓶过期一年多的饮用水。 该消费者称喝了几口才发现饮用水过期,并疑虑,9毛钱买的水,是否值得坐地铁回去找商家理赔? 据其发布的图片,该瓶饮用水品牌为王老吉,生产日期疑为2023年9月15日,保质期12个月,委托方为 广州白云山星群健康科技有限 ...
万辰加速扩张,零食圈的“蜜雪冰城”要来了吗?
Hu Xiu· 2025-09-16 03:45
Group 1 - The core point of the article highlights the rapid expansion of the snack brand "好想来" (Hao Xiang Lai), which has opened 15,000 stores in three years, covering 30 out of 34 provinces and municipalities in China [1] - The company reported a net profit growth of over 500 times year-on-year in the first half of this year, indicating significant financial success [1] - The parent company, 万辰集团 (Wancheng Group), is identified as a noteworthy entity for further research due to its association with the popular snack brand [1]
90后“富二代”接棒,1.5万家好想来年入323亿冲刺IPO
Xin Lang Cai Jing· 2025-09-02 02:14
Core Viewpoint - The company, Wancheng Group, has successfully transformed from a mushroom-focused business to a snack retail powerhouse, with its new "bulk snack" business accounting for nearly all of its revenue, but faces challenges such as low profitability and high debt levels [1][4][15]. Group 1: Business Transformation - Wancheng Group, originally established in 2011, was primarily focused on edible mushrooms, with over 70% of its revenue coming from mushroom products between 2017 and 2021 [2]. - The company launched its "Lvxiaocan" brand in August 2022 to enter the bulk snack market, and by 2024, its revenue reached 32.3 billion yuan, a 248% increase year-on-year, with the bulk snack business contributing 98% of total revenue [4][5]. - As of mid-2025, the company reported a revenue of 22.58 billion yuan, a 106.89% increase year-on-year, with a net profit of 472 million yuan, marking a significant growth [5]. Group 2: Financial Performance and Challenges - Despite impressive revenue growth, Wancheng Group faces a "high revenue, low profitability" issue, with a net profit margin of only 2.09% in the first half of 2025 [8]. - The company's debt has escalated, with total liabilities reaching 5.144 billion yuan and an asset-liability ratio increasing from 24.36% in 2021 to 75.65% [8][9]. - The company has also faced numerous complaints regarding its products and services, indicating potential risks associated with its rapid expansion [7]. Group 3: Management Transition - The founder, Wang Jiankun, was placed under investigation in March 2025, leading to a management transition where his sister Wang Lijing took over as chairman and his son Wang Zenning became the general manager [11][14]. - Wang Zenning has been involved in the family business since 2015 and has taken on a more prominent role during the transition period [13][14]. - The management change occurs amidst the company's significant transformation and poses questions about the future direction and stability of the business [15].
130股半年报业绩超预期 社保基金持仓41股
Zheng Quan Shi Bao· 2025-09-01 18:40
Core Viewpoint - The A-share semi-annual report has concluded, revealing a number of companies with better-than-expected performance, particularly in sectors such as machinery, power equipment, electronics, automotive, and pharmaceuticals [1] Group 1: Performance Highlights - A total of 130 stocks were identified as having exceeded performance expectations in the first half of the year, with the machinery sector having the highest representation at 17 stocks [1] - 20 stocks reported a net profit growth of over 100% year-on-year, including companies that turned losses into profits [1] - Wanchen Group achieved the highest net profit growth, with a net profit of 472 million yuan, a year-on-year increase of 503.59 times, driven by rapid store expansion and improved operational efficiency [1] Group 2: Notable Companies - Zhenlei Technology ranked second in net profit growth, reporting a net profit of 62 million yuan, a year-on-year increase of 10.07 times, benefiting from significant growth in orders in specialized fields [2] - Jiao Cheng Ultrasonic ranked third, with a net profit of 58 million yuan, a year-on-year increase of 10.05 times, attributed to successful orders in the semiconductor sector [2] - Xinyi Sheng's stock price surged by 372.49% this year, with a net profit of 3.942 billion yuan, a year-on-year increase of 355.68%, supported by strong performance in optical modules [3] Group 3: Institutional Holdings - Among the 41 stocks with better-than-expected performance, 7 stocks had a market value of over 1 billion yuan held by social security funds, including Sany Heavy Industry and Yun Aluminum [3] - Yongxing Co. had the highest social security fund holding ratio at 6.53%, with significant operational metrics in waste incineration power generation [3] Group 4: Valuation Levels - Of the 41 stocks heavily held by social security funds, 25 had a rolling P/E ratio below 30, with Chengdu Bank having the lowest at 5.8 times, showing solid growth and asset quality [4]
从金针菇大王到零食帝国掌舵人,90后富二代领航万辰集团冲刺IPO
Sou Hu Cai Jing· 2025-09-01 15:00
Core Insights - Wancheng Group has successfully transformed from a mushroom producer to a player in the bulk snack industry, preparing to re-enter the capital market [1][3] - The company faced a significant decline in profitability in its original mushroom business, prompting a strategic pivot to capitalize on the growing snack market [3][5] Company Overview - Established in 2011, Wancheng Group initially thrived on mushroom products, with revenue from mushrooms exceeding 70% from 2017 to 2021, leading to its listing on the Shenzhen Stock Exchange in 2021 [1][3] - In 2023, the gross margin for the mushroom business plummeted to -1.95%, despite a slight revenue increase to 402 million yuan in 2024 [3][5] Market Expansion - The Chinese snack industry is experiencing substantial growth, which Wancheng Group aims to leverage through its "Luxiaochan" brand launched in August 2022 [3][5] - The company rapidly expanded its store count from under 100 to over 20,000 across various regions in just a few years, with 98% of its 2024 revenue of 32.3 billion yuan coming from the snack business, marking a 248% year-on-year growth [3][5] Challenges Faced - The rapid expansion has led to issues such as food safety and service quality complaints, particularly regarding brands like "Haoxianglai" and "Laiyoupin" [5] - Despite high revenue, the company struggles with low profitability, reporting a net profit margin of -0.89% in 2023 and only 0.91% in 2024 [5] Management Changes - The company has undergone significant management changes, with founder Wang Jiankun under investigation and his sister Wang Liqing taking over as acting chairperson, while his son Wang Zeneng emerges as the actual controller [5][6] - Wang Zeneng's leadership is seen as stabilizing the company during this transition and continuing the transformation process [5][6] Future Considerations - Wancheng Group must address challenges such as maintaining market leadership, improving profitability, and reducing debt levels [6] - Consumer preferences for brands like "Haoxianglai" will be crucial for the company's ongoing success in the competitive snack market [6]
拟布局存储业务的算力概念股月内涨超160% 八月披露并购重组进展的A股名单一览
Xin Lang Cai Jing· 2025-08-30 06:04
Group 1 - The merger and acquisition market is becoming increasingly active, with a rise in the number of cases involving listed companies engaging in absorption and restructuring, showcasing characteristics such as accelerated industry integration and diversified payment methods [1][2] - A total of 91 A-share listed companies have disclosed significant merger and acquisition progress since August, with notable participants including Hainan Highway, Guotou Zhonglu, and Lide Man [2][4] Group 2 - Specific merger and acquisition activities include Hainan Highway's acquisition of a 51.0019% stake in Jiaokong Petrochemical, and Guotou Zhonglu's planned capital increase to acquire 100% of the Electronic Institute [4][5] - Other companies such as Anfu Technology and Huisheng Technology have also completed significant acquisitions, with Anfu acquiring 31% of Anfu Energy and Huisheng acquiring 70% of Huawai Electronics [4][5] Group 3 - The stock price of Kaipu Cloud has seen a maximum increase of 163.56% in August, as the company plans to acquire 70% of Nanning Taike Semiconductor, which focuses on high-end storage products [7] - Guangku Technology's stock price has increased by 63.44% in August, as the company intends to acquire 100% of Suzhou Anjie Xun Optoelectronics, enhancing its position in the optical communication field [9] Group 4 - Wancheng Group, a leading snack retailer, has experienced a maximum stock price increase of 50.21% in August, as it plans to acquire a 49% stake in Nanjing Wanyou Commercial Management for 1.379 billion yuan [11][13]
龙虎榜复盘 | 锂电池集体反弹,卫星互联网迎局部反包
Xuan Gu Bao· 2025-08-30 05:59
Group 1 - On the institutional leaderboard, 25 stocks were listed, with 14 seeing net purchases and 11 experiencing net sales [1] - The top three stocks with the highest institutional purchases were: Shenzhen South Circuit (3.81 billion), Wancheng Group (3.08 billion), and Xian Dao Intelligent (931.9 million) [1] - Wancheng Group reported a significant increase in revenue and net profit in its semi-annual report, achieving 22.583 billion in revenue, a year-on-year increase of 106.89%, and a net profit of 472 million, a year-on-year increase of 50358.8% [3] Group 2 - The Ministry of Industry and Information Technology issued guidelines to promote the satellite communication industry, supporting telecom operators in exploring high-orbit satellite applications [4] - Sanwei Communication disclosed its strategic cooperation with global satellite operators to enhance satellite network resources and accelerate the commercialization of satellite communication services [4]