Core Insights - Hema Fresh has opened four new stores in Beijing, Shenzhen, and Hangzhou, expanding its presence to nearly 500 stores nationwide and over 350 Super Hema stores [1][2] Group 1: Store Expansion - The new stores are located in high-potential residential areas, filling a gap in high-end fresh food retail in southwestern Beijing [1] - The opening of these stores marks Hema's continued strategy of expanding into suburban areas, enhancing its network with a "city center + suburban new town" layout [2] Group 2: Market Strategy - Hema's recent expansion reflects its "downward" strategy, targeting second, third, and fourth-tier cities, with nearly one-third of the 72 new stores opened last year located in these markets [2] - The company is capitalizing on the shrinking profits and store numbers of traditional supermarkets, identifying market opportunities in less saturated areas [2] Group 3: Product Performance - The new stores have shown strong sales performance for high-end imported products, including fruits, king crabs, Boston lobsters, various imported cheeses, and wines [1]

Core Viewpoint - The company emphasizes a community-oriented supermarket experience that combines both online and offline shopping, focusing on quality, convenience, and customer engagement without being overly promotional [9][11]. Group 1: Operational Insights - Fresh produce is delivered daily, with staff conducting quality checks to ensure high standards, reflecting the company's commitment to quality over price [3][5]. - The store layout is designed for an enhanced shopping experience, allowing easy navigation even during peak hours, which contributes to customer satisfaction [3][5]. - The integration of online and offline shopping is evident, with customers able to compare prices and make purchases through both channels seamlessly [5][9]. Group 2: Customer Experience - The store operates a "night mode" for late-night shoppers, providing a quiet and efficient shopping environment that caters to various customer needs [7][9]. - The company employs technology to monitor customer behavior and provide assistance when needed, enhancing the overall shopping experience [9][11]. - The supermarket aims to create a warm and welcoming atmosphere, likening itself to a tree that supports the community through its deep supply chain and diverse product offerings [9][11].