为更好匹配即时零售用户的消费特点，好想来对商品结构和仓储策略进行了全面优化。目前，门店在即 时零售平台的商品SKU约1500–2000，且会根据不同区域消费者的口味偏好进行差异化配置。结合时令 热点以及对消费者偏好洞察，好想来推出了线上场景化组合。 其中，万辰集团旗下量贩零食品牌好想来零食乐园（以下简称"好想来"）也实现了跨越式发展。数据显 示，2025年公司量贩零食业务预计实现营业收入500亿元-520亿元，同比增长57.28%-63.57%；加回计提 的股份支付费用后预计实现净利润22亿元-26亿元。 同时，万辰集团方面表示，2025年万辰集团也拥抱消费趋势变化，将即时零售作为品牌全渠道拓展新的 新增量。据了解，自2025年6月与美团闪购、淘宝闪购等即时零售平台开展深度合作以来，截至2025年 底，已有近1万家好想来门店接入即时零售业务。2025年6-9月期间，好想来连续三个月订单增幅超过 200%，膨化食品、方便速食、豆制品、碳酸饮料等品类销量屡创新高，线上新客占比突破90%，成功 拓展3-5公里范围的增量市场。 北京商报讯（记者 郭缤璐）1月29日，万辰集团发布2025年度业绩预告，预计2025年全年 ...

Group 1 - The core viewpoint of the article is that Wancheng Group (300972.SZ) is expected to achieve significant revenue growth in 2025, with projected annual revenue between 50 billion to 52.8 billion yuan, representing a year-on-year increase of 54.66% to 63.32% [1] - The net profit attributable to shareholders is anticipated to reach between 1.23 billion to 1.4 billion yuan, indicating a strong financial performance [1] - The snack brand "Haoxianglai" under Wancheng Group has experienced rapid development due to its extensive store network and refined operational strategies, with projected revenue for the snack business expected to be between 50 billion to 52 billion yuan, reflecting a year-on-year growth of 57.28% to 63.57% [1] Group 2 - Haoxianglai has built a large and active membership ecosystem with over 150 million registered members as of August 31, 2025, and 110 million active members in the first eight months of 2025 [3] - Members contributed approximately 78% of the total merchandise transaction volume (GMV) in the first eight months of 2025, with an average monthly consumption frequency of 2.9 times per active member in August 2025 [3] - Following deep collaborations with instant retail platforms like Meituan and Taobao, nearly 10,000 Haoxianglai stores have integrated into the instant retail business, leading to a significant increase in orders and sales across various product categories [3]

Core Insights - Wanchen Group demonstrated strong growth and operational efficiency in its Q3 2025 performance report, with total revenue reaching 13.98 billion yuan, a year-on-year increase of 44.15%, and net profit attributable to shareholders soaring by 361.22% to 380 million yuan [1] - The company announced a cash dividend of 1.5 yuan per 10 shares, reflecting its commitment to shareholder value [1] - For the first three quarters of 2025, Wanchen Group's revenue reached 36.562 billion yuan, up 77.37%, with net profit increasing by 917.04% to 855 million yuan [1] User Engagement and Membership - Wanchen Group has built a robust membership system with over 150 million registered members, contributing approximately 78% of total merchandise transaction value [4][6] - Active members, numbering 110 million, have significantly increased brand repurchase rates, with an average consumption frequency of 2.9 times per month [4] - The company has implemented engaging membership activities, such as "Member Day" discounts and "Crazy Wednesday" lottery events, enhancing user interaction and loyalty [4][6] Channel Expansion and Instant Retail - The company has capitalized on the instant retail trend, partnering with platforms like Meituan and Taobao to expand its reach [9][11] - Approximately 7,000 stores have integrated instant retail services, effectively increasing user access and expanding the customer base [11] - Orders on Taobao have seen over 200% growth for three consecutive months, with new online customers exceeding 90% [11] Product Development and Brand Strategy - Wanchen Group has focused on developing its private label products, launching successful items under the "Hao Xiang Lai Value" and "Hao Xiang Lai Selection" brands [12][14] - Innovative products, such as the juice tea series, have gained significant traction on social media, achieving high sales volumes and visibility [12][14] - The company has established a comprehensive food safety and quality management system to ensure product standards across the supply chain [16] Future Outlook - Wanchen Group has submitted its IPO application to the Hong Kong Stock Exchange, aiming to enhance its financing capabilities and market position [17] - The company is well-positioned for future growth, leveraging its strengths in user engagement, channel expansion, and product innovation to deliver value to consumers and investors alike [17]