Group 1 - The chairman of Wancheng Group, Wang Jiankun, has had his detention lifted, allowing him to resume his duties, which is expected to stabilize the company's operations [1] - During Wang's detention, Wancheng Group's stock price increased significantly, rising from 94.99 yuan per share to a peak of 156.85 yuan per share, marking a gain of over 65% [1] - Wancheng Group reported a total of over 15,000 signed stores by the end of Q1, with a rapid opening pace, particularly in its "Haoxianglai" brand, which has over 10,000 stores [2][3] Group 2 - Despite the rapid expansion, Wancheng Group's revenue for the last year was 32.3 billion yuan, significantly lower than its main competitor, Mingming Hen Mang, which reported 39.3 billion yuan [2] - Wancheng Group's net profit for the last year was approximately 294 million yuan, while Mingming Hen Mang's adjusted net profit reached 913 million yuan, highlighting a substantial profitability gap [2] - In Q1, Wancheng Group achieved a revenue of 10.82 billion yuan, a year-on-year increase of 124.02%, and a net profit of approximately 215 million yuan, reflecting a staggering growth of 3344.13% [5] Group 3 - The company aims to enhance its supply chain efficiency and profitability through a value chain restructuring mechanism that includes direct procurement and centralized pricing [6] - Wancheng Group plans to continue investing in its supply chain, logistics, brand development, and digital capabilities to improve profit margins and operational efficiency [6] - The company acknowledges the need to maintain growth momentum in the face of a slowing store opening pace and is focused on optimizing its operational strategies [5][6]

一、万店帝国的崛起轨迹 成立于2017年的"零食很忙"与2019年诞生的"赵一鸣零食"，通过2023年战略合并形成"鸣鸣很忙"双品牌矩阵，仅用8年时间便构建起覆盖全国28省的14,394 家门店网络，其中58%分布于县城与乡镇。2024年GMV突破555亿元，日均新开门店21家，全年交易单数超16亿次，会员复购率达75%。其营收从2022年 的42.86亿元飙升至2024年的393.44亿元，验证了"薄利多销"模式的爆发力。 图片来源36kr侵删 二、下沉市场的精准卡位策略 鸣鸣很忙的成功源于对中国城镇化进程的深度绑定： 县域经济红利捕捉：中国常住人口城镇化率已达67%，但县域消费长期处于"高需求、低供给"状态。通过将58%门店下沉至县城与乡镇，鸣鸣很忙填补了 国际品牌与区域小店的中间空白带； 加盟生态重构：99.5%收入来自商品销售，颠覆传统加盟商"赚取加盟费"的盈利逻辑，通过规模化采购让利加盟商，形成共生关系。 图片来源：http://mip.rkkst.com/ 消费平权实践：以比传统商超低25%的定价策略，打破下沉市场"高价低质"困局，实现无糖酸奶、进口零食等品类的城乡同价； M型社会适配：在经济增速 ...

从 40 ㎡小店起步，到 1.5 万家门店、年销 555 亿，占据全国量贩零食市场 28.6% ，零食巨头 " 鸣鸣很忙 " 正冲刺港股 IPO 。 今天带大家看看这匹零食界的黑马。 详情请戳视频 以上就是本期全部内容，如果您想了解更多 最新 企业 动态， 欢迎登录 睿兽分析 查看，解锁 赛道 图谱 以及 行业报告 。 4月28日，湖南鸣鸣很忙商业连锁股份有限公司向港交所递交招股书，计划以"零食很忙"和"赵一鸣零 食"双品牌登陆资本市场。 招股书显示，公司2024年实现门店零售额555亿元，全年交易超16亿笔，已是中国最大休闲零食连锁零售 商。 ...