三湘都市报全媒体记者 黄亚苹 "原本打算来补充点蔬菜水果，刚进门口就被选榴莲的人堵住了。"国庆中秋小长假最后一天，株洲市民 杨小姐前往位于芦淞区的盒马鲜生门店，又见到大排长队的熟悉场景。 一年前的国庆假期，盒马鲜生株洲首店迎来开业，一年后热度未减，刚刚过去的"十一"长假，近9万人 涌进这里，节日火爆程度甚至超过了省会长沙。 "消费者选购海鲜更加注重品质与新鲜度，高端水产品逐渐走入日常消费场景。"盒马株洲中鸿店店长李 玉凤提到，以前不少株洲市民会专程开车去长沙盒马采购，现在最快30分钟就能送到家，"株洲消费者 用实实在在的购买力，印证了本地消费市场对高品质生活的追求与强劲潜力"。 据了解，盒马正在紧锣密鼓做准备，株洲城区河西部分片区预计在年前实现送货上门服务，更多消费者 能享受到一、二线城市同等品质的"盒区房"生活。 人气、商气、烟火气持续升温，大闸蟹卖爆了 提起盒马鲜生，杨小姐还记得，2018年她和朋友的毕业旅行选择了湖北武汉，第一个目的地就是盒马鲜 生。 "海鲜区与用餐区连在一块儿，自己选的活海鲜、付点儿加工费就能堂食，价格却比海鲜店便宜很 多。"杨小姐称，盒马株洲中鸿店开业后，很明显的感受是，社交平台上掀 ...

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 ...

Core Viewpoint - Walmart is strategically exploring new business models in the Chinese market, particularly through the launch of community stores, aiming to replicate its success and adapt to changing consumer needs [5][6][14]. Group 1: Walmart's Community Store Strategy - Walmart has opened four community stores in Shenzhen, focusing on a "10-minute walking life circle" concept with a store size of approximately 500 square meters [9][10]. - The community stores offer around 2,000 carefully selected products, emphasizing high-quality and cost-effective items for daily needs, including fresh food and daily necessities [9][10]. - The community store model is characterized by smaller scale, a refined product selection, and proximity to residential areas, contrasting with the larger traditional hypermarkets [10][12]. Group 2: Market Context and Competition - The community retail market in China is becoming increasingly competitive, with various players, including traditional retailers and new entrants, vying for market share [20][22]. - The community retail market is projected to reach a scale of 4.8 trillion yuan in 2024, with an expected growth rate of 8.5% [22]. - Walmart's community store initiative is part of a broader trend where established brands and new market entrants are attempting to carve out their niches in the evolving retail landscape [19][26]. Group 3: Walmart's Historical Context and Future Outlook - Walmart has faced challenges in the traditional hypermarket segment, with a significant reduction in store numbers from 412 in 2020 to 296 in 2024 [15][16]. - The company is looking to diversify its business model, with community stores seen as a potential second leg to complement its successful Sam's Club operations, which currently account for two-thirds of Walmart China's performance [16][18]. - The success of the community store model in Shenzhen could lead to its expansion across other regions in China, contingent on local market adaptations [12][26].

Core Points - Shandong's well-known supermarket brand Shenghao Supermarket announced the closure of its Dezhou Wanda store starting from October 8, 2025, due to strategic adjustments [1] - The store will conduct clearance sales before closing, and customers must use Shenghao's stored value cards, wallet balances, and membership points by October 7 [1] Group 1 - Despite being a weekday, the Dezhou Wanda store had a significant number of customers shopping, with many items already sold out due to discounts [3] - There are reports that Hema Fresh will take over the store location, marking its first entry into the Dezhou market, although official confirmation is pending [6] - Hema Fresh, established in 2015 and part of Alibaba Group, has over 420 stores across 50 cities and plans to accelerate expansion with nearly 100 new stores by fiscal year 2025 [6] Group 2 - Shenghao Supermarket's parent company, Shandong Shenghao Commercial Co., Ltd., has its origins in a state-owned enterprise from 1991 and has expanded to cities like Jinan and Dezhou [6] - The Dezhou Wanda store, opened in January 2016, has served as a vital supply station for local residents [6] - The potential entry of Hema Fresh into Dezhou is expected to provide consumers with convenient services such as "30-minute delivery" and direct sourcing of fresh products [6]

Core Insights - Hema is shifting its strategy from a broad market approach to a more focused one, aiming to optimize its operations and improve profitability [1][4][8] - The company has faced challenges in recent years, including leadership changes and a pause in its IPO plans, but is now showing signs of recovery with projected GMV exceeding 75 billion yuan for FY2025 [3][5] - Hema's new core business models will be Hema Fresh and the newly rebranded Super Hema, which will focus on hard discount retail [2][9] Group 1: Business Strategy and Changes - Hema has closed its last X membership store and plans to cease its neighborhood business by October 4, 2023, reallocating user demand to Hema Fresh and Super Hema [1] - The company is transitioning from a broad exploration of various retail formats to a concentrated effort on two main business lines, reflecting a need for clarity in its market positioning [2][4] - The previous strategy of rapid expansion and diverse offerings led to operational inefficiencies and unmet growth targets, prompting a reevaluation of its business model [6][8] Group 2: Market Context and Competition - Hema's challenges are set against a backdrop of intense competition in the retail sector, particularly in the realm of instant retail and food delivery, where it must prove its value proposition [3][14] - The hard discount model, which emphasizes low margins and high turnover, is becoming increasingly relevant, with competitors like Meituan and JD also entering this space [10][14] - Hema's ability to adapt to this competitive landscape will depend on its operational efficiency and the strength of its supply chain [14][15] Group 3: Future Outlook - Hema aims to open nearly 100 new stores and expand into over 50 new cities in the upcoming fiscal year, indicating a commitment to growth despite recent setbacks [8][16] - The company is also integrating its services with Alibaba's broader e-commerce strategy, positioning itself as a key player in the instant retail supply chain [15][16] - The success of Super Hema will hinge on its ability to establish a strong brand presence and consumer trust in a market that is increasingly price-sensitive [11][13]

Core Viewpoint - The rebranding of "盒马NB" to "超盒算NB" emphasizes affordability and community-oriented retail, aiming to attract price-sensitive families while distinguishing itself from the parent brand, 盒马鲜生 [1][2] Innovation in Branding and Positioning - The new name "超盒算NB" highlights a focus on value and community, with a clearer distinction from 盒马鲜生, targeting cost-conscious consumers [1][2] - The slogan change from "天天低价，件件爆款" to "真实惠，够放心" reinforces the focus on affordability and quality assurance [2] Visual Identity Innovation - The brand's visual identity has been updated with a new red and blue color scheme to enhance public recognition and differentiate from 盒马鲜生 [3][4] Product Development Innovation - The store's product presentation has been revamped, featuring pre-packaged items to reduce waste and improve efficiency [4] Market Expansion Innovation - 超盒算NB plans to expand its store count to 1,000 by 2025, focusing on the Jiangsu, Zhejiang, and Shanghai regions, while enhancing online order capabilities through partnerships [5] Store Layout Innovation - The new store layout adopts a minimalist design, eliminating certain product sections to streamline operations and reduce costs [6] Competitive Positioning - The rebranding positions 超盒算NB as a direct competitor to 奥乐齐, signaling a strategic focus on high value and cost-effectiveness in the community retail sector [7] - 奥乐齐 has been rapidly expanding in Shanghai, with new store openings, creating competitive pressure for 超盒算NB in the same market [8]

Group 1 - The company Yantang Dairy has confirmed that its products are sold in Hema Fresh, a subsidiary of Alibaba [1]

Group 1 - The Hema Neighborhood self-pickup service will cease operations on October 4, 2023, while gift cards and flowers can still be used at other Hema stores to protect consumer rights [1] - Hema Neighborhood self-pickup service, launched in 2021, reached a peak of 1,500 stores but is now shifting focus to other business formats due to market changes and strategic adjustments [4] - Hema plans to concentrate resources on the "Fresh + NB" business model, aiming to open nearly 100 new stores in the fiscal year, expanding to over 50 new cities, with total stores exceeding 500 [4] Group 2 - The last Hema X membership store in Shanghai closed at the end of August, indicating a strategic contraction for this business model, which was designed to compete with international giants like Costco and Sam's Club [4] - Hema is innovating with its hard-discount community supermarket format, now rebranded as "Super Box NB," which will launch on Taobao Flash Sale, marking a shift from purely offline to fully instant retail [4] - This transition reflects Hema's quick response to changing consumer demands and ongoing exploration in retail models [4]

Group 1 - Hema has recently made significant strategic adjustments, including the closure of its neighborhood pickup service and the abandonment of its membership store model, indicating a shift in focus towards core business operations [2][12][16] - The neighborhood pickup service, launched in July 2021, was intended to enhance community retail engagement but has now been deemed unsuccessful, leading to its complete shutdown by October 4 [6][12][16] - Hema's recent performance shows promising growth, with a reported GMV exceeding 75 billion yuan for the fiscal year 2025, marking its first year of adjusted EBITA profitability [13][14] Group 2 - The rise of instant retail and improved delivery efficiencies have diminished the appeal of community pickup models, as consumers increasingly prefer home delivery options [12][17] - Hema's strategic pivot towards its fresh food and discount store formats aims to capitalize on the growing demand in lower-tier markets, particularly in the Yangtze River Delta region [14][16] - The competitive landscape is intensifying, with major players like JD and Meituan entering the discount supermarket sector, posing challenges for Hema's new discount store format [17]

Group 1 - Hema Neighbors will cease operations on October 4, 2023, with a focus shifting to Hema "Fresh + NB" business model, planning to open nearly 100 new stores within the fiscal year, increasing total stores to over 500 [2] - Pop Mart has intercepted nearly 10 million counterfeit goods this year, with 1.83 million items intercepted by customs in China from January to mid-August, involving 237 batches destined for 61 countries [3] - Shenzhen government has optimized real estate policies, allowing residents to purchase unlimited properties in multiple districts and adjusting personal housing loan policies, effective from September 6, 2025 [4][5] Group 2 - China State Construction announced the acquisition of a 50.5% stake in a Shanghai real estate project for approximately 73.41 billion yuan, enhancing its market influence in Shanghai [6] - Muyuan Foods reported a 12.3% year-on-year decline in sales revenue from live pigs in August, totaling 11.85 billion yuan, with a sales volume of 7.001 million pigs [7] - Zhuhai Guanyu has begun mass production of semi-solid batteries and is actively engaging in solid-state battery development, gaining recognition from multiple clients [8] - Tencent has reduced its stake in China International Capital Corporation (CICC) to 6.96% after selling approximately 4.1 million H-shares [9] - Kweichow Moutai's controlling shareholder has secured a loan of up to 2.7 billion yuan to increase its stake in the company, with plans to buy back shares worth between 3 billion and 3.3 billion yuan [10] - The film "Wang Wang Mountain Little Monster" has surpassed 1.5 billion yuan in box office revenue as of September 5 [11] - Tianjin has adjusted its vehicle scrapping and renewal subsidy policy, allocating a monthly budget of 20 million yuan until the end of the year [13] - China Uranium Industry has successfully passed the IPO review for its main board listing [14]