一天售出超14万枚鲜鸡蛋，现烤花边蛋挞出炉即被抢空，进口金枕榴莲卖出超10吨，如此热闹一幕在京东七鲜超市北京新店上演。 1月30日，京东七鲜超市北京新店正式亮相大兴荟聚购物中心，超4000平米的卖场内，从清晨便被前来"抢鲜"的市民挤满。尽管冬日寒风凛冽，却丝毫挡不 住京城百姓的热情，超市开业即限流，首日共接待顾客超3.5万人次，引爆京南全民抢鲜热潮，成为新春来临前京城零售市场的"现象级"事件。 作为京东七鲜超市深耕北京市场的关键布局，这家新店以新鲜的商品、高性价比的选择和满满的烟火气，精准契合北京市民品质生活与年货囤货需求，从24 小时系列鲜品到3小时的鲜切牛肉，从自有品牌到年货礼盒，多款商品陷入"售罄—补货—再售罄"的循环，用实力诠释"鲜力出圈"。 开业当天，最吸睛的莫过于七鲜重磅推出的"24小时鲜品"矩阵，把新鲜度"卷"到极致，成为市民抢购的核心焦点。蔬菜区里，推出的"24小时菜"人气爆棚， 绿色韭菜、豌豆苗、菠菜苗、富硒头茬平菇等从田间采摘到货架上架，全程不超过24小时，坚持"只卖一天"的硬核承诺，晨采晚达的鲜嫩口感，让不少家庭 主妇驻足抢购。除了24小时菜，芝麻菜、春笋、蒲公英等时令春菜也受到市民的喜 ...

Group 1 - JD's Seven Fresh supermarket opened two new stores in Beijing and Shanghai, marking significant expansion in the southern Beijing area and Shanghai Pudong [1] - The Beijing store launched online delivery services on January 23, covering nearby residential and office clusters, allowing consumers to place orders through multiple channels for instant delivery [2] - The new stores feature unique products such as "24-hour vegetables" and "24-hour eggs" [2]

2026年1月30日，京东七鲜超市上海浦东世纪汇店正式开业，与同日启幕的北京西红门荟聚店形成"京沪双店联动"格局。 作为七鲜深耕华东市场的关键落子，浦东首店不仅延续了"产地直采+仓店融合"的供应链优势，更通过本地化运营创新与精准客群定位，成为七鲜从"区域深 耕"向"全国化竞争"转型的又一实践标杆，为春节前生鲜零售市场注入新动能。 店内"24小时菜"货架前客流持续，该品类作为七鲜行业首创的鲜度标准，实现蔬菜从田间到货架不超过24小时、上架后仅售1天，叠加"7日鲜蛋"(生产日期7 日内下架)的品控体系，形成差异化竞争优势。 从 "鲜度标准"到"直供模式" 公开资料显示，七鲜作为京东2017年推出的核心零售品牌，自2018年北京首店开业以来，始终承担打通"线上+线下"生鲜零售闭环的战略使命。 历经多年迭代，其已形成"生鲜大店+NB折扣店"双业态并行模式，并通过2023年与京东买菜的业务整合，构建起"前置仓+门店"的仓店融合体系，履约时效 压缩至30分钟内，拣货效率提升至5分钟内，为全国化拓展奠定基础。 此次浦东世纪汇店的选址极具战略考量：门店位于浦东黄金地段，毗邻陆家嘴金融区，精准匹配高端商务与家庭客群的品质消费需 ...

正式开业前,北京新店周围的市民已可提前体验七鲜超市的各类特色商品。1月23日起,七鲜西红门荟聚店 率先开启线上配送,覆盖多个小区与单位。市民通过京东App自营秒送频道、七鲜App或"七鲜超市"微信 小程序下单,七鲜超市最快30分钟即送货上门。 作为京东七鲜在京南区域的重要布局,七鲜西红门荟聚店将上新一大批以"时间鲜度"为标杆的特色商品, 如七鲜行业首推的"24小时菜",蔬菜24小时内从田间地头到七鲜货架,上架后只卖一天,实现"真日日鲜";新 近上市的七鲜"24小时蛋",鸡蛋24小时从蛋场捡蛋到七鲜货架,上架后同样只卖一天,和刚出生一样鲜;以应 季红颜草莓为代表的"24小时果",24小时内从枝头采摘到七鲜货架,为时效性极度敏感的娇贵水果,锁住现 摘鲜活口感。更有七鲜严于行业标准的历十天净化吊水鱼,即让挑选后的活鱼经过10天纯净活水空腹净 化,代谢残留物质,从而成为肉质更紧实、口感更纯净、食用更安心的鲜活水产新选择。 值得一提的是,今年成为年货明星单品的吉林查干湖冬捕鱼,也将以7.5-8斤优选规格礼盒装,同步在北京荟 聚店上线。1月初在查干湖第二十四届冰雪渔猎文化旅游节上,京东以169万元拍下象征吉祥的"头鱼", ...

京东七鲜超市又传来新店开业消息！从京东七鲜获悉，1月30日，京东七鲜超市北京西红门荟聚店、上海浦东世纪汇 店将同步开业，依托"产地直采""海捕直达""酒厂直供"等供应链能力，京东七鲜将在春节前进一步为两地更多市民带 来"又好又便宜"的购物新体验。 位于上海浦东世纪汇商场负二层的七鲜浦东首店，更突出"在地风味"。除了"24小时菜"、"7日鲜蛋"、七鲜自有品牌等 优势品类，上海新店深度挖掘本地特色，首次引入并打造"本地菜"专区，一系列来自崇明生态岛的时令蔬菜，将为上 海市民餐桌带来鲜甜滋味。此外，一批专为该店研发、首次开启售卖的特色美食，如八宝饭、本帮熏鱼、葱烤大排等 也将同步亮相，成为京东七鲜向上海本地饮食文化致敬的窗口，让"沪味"从源头直达餐桌。 开业期间，两店还将同步带来哪些好物？据悉，时令水果方面，云南高山巨无霸蓝莓、巴掌大的红颜草莓、海外直采 的新西兰车厘子将让两地消费者轻松实现"水果自由"；肉质鲜美的鲜活俄罗斯帝王蟹、大片厚切、脂肪丰厚的冰鲜金 板三文鱼，鲜切黑安格斯眼肉牛排均将以惊喜价出场；今年冬天成为七鲜烘焙"顶流"的草莓盒子蛋糕、酥酥花边蛋挞 也将一并与两地市民见面。 正式开业前，北京新店周围的 ...

Core Viewpoint - There are market rumors that Dingdong Maicai (DDL.US) may be acquired by JD.com, leading to a pre-market increase of over 4% in Dingdong's stock price to $2.84. Both companies have not commented on the speculation [1] Group 1: Company Performance - Dingdong Maicai reported Q2 2025 revenue of 5.98 billion yuan, representing a year-on-year growth of 6.7% [1] - The Gross Merchandise Volume (GMV) for the same period was 6.5 billion yuan, showing a year-on-year increase of 4.5% [1] - The total number of orders increased by 5.5% year-on-year [1] - The company achieved a net profit of 100 million yuan, which is a 59.7% year-on-year increase, marking the sixth consecutive quarter of profitability [1] - Under Non-GAAP standards, the net profit was 130 million yuan, reflecting a year-on-year growth of 23.9%, and the company has achieved Non-GAAP profitability for 11 consecutive quarters [1] Group 2: Industry Context - JD.com has been expanding its offline retail market, with its self-operated supermarket chain, JD Seven Fresh, rapidly opening new locations [1] - The first store of JD Seven Fresh in Shijiazhuang opened on December 19, featuring a variety of products including fresh vegetables, fruits, meat, eggs, beverages, snacks, baked goods, seafood, and household items [1]

Core Viewpoint - There are market rumors that Dingdong Maicai (DDL.US) may be acquired by JD.com, leading to a pre-market increase of over 4% in Dingdong Maicai's stock price to $2.84. Both companies have not commented on the speculation [1]. Group 1: Company Performance - Dingdong Maicai reported Q2 2025 revenue of 5.98 billion yuan, representing a year-on-year growth of 6.7% [1]. - The Gross Merchandise Volume (GMV) for the same period was 6.5 billion yuan, showing a year-on-year increase of 4.5% [1]. - The total number of orders increased by 5.5% year-on-year [1]. - The company achieved a net profit of 100 million yuan, which is a significant year-on-year growth of 59.7%, marking the sixth consecutive quarter of profitability [1]. - Under Non-GAAP standards, the net profit was 130 million yuan, reflecting a year-on-year increase of 23.9%, and the company has achieved Non-GAAP profitability for 11 consecutive quarters [1]. Group 2: Industry Context - JD.com has been expanding its offline retail market presence, with its self-operated supermarket chain, JD Seven Fresh, rapidly opening new locations [1]. - The first store of JD Seven Fresh in Shijiazhuang opened on December 19, featuring a variety of products including fresh vegetables, fruits, meat, eggs, beverages, snacks, baked goods, seafood, and daily necessities [1].

Core Insights - The article discusses the recent trend of internet companies returning to offline retail, particularly in the fresh food sector, highlighting the strategic shift from "disrupting offline" to "embracing offline" [3][5][26] Group 1: Reasons for the Shift to Offline - Internet companies are forming a "consensus" on the necessity of offline presence due to the limitations of online platforms in delivering unique value [3][4] - The competition in instant retail has intensified, prompting companies to explore new offline strategies as a means of upgrading their online systems [3][4] - The challenges of ensuring freshness, safety, and premium pricing in fresh food categories cannot be effectively addressed through online channels alone, making offline stores essential [4][18] Group 2: Company-Specific Strategies - JD's 7Fresh aims to address its "scene shortfall" and strengthen supply chain authority by enhancing user experience through physical stores [6][7] - Meituan's Little Elephant supermarket focuses on "occupying entry points," using offline stores as touchpoints for high-value users and data collection [6][12] - Hema Fresh is not aggressively expanding but rather stabilizing its network by filling gaps in instant delivery and maintaining a standard model for high-end family consumers [6][17] Group 3: Redefining Offline Retail - The article posits that fresh food is a common consensus among these companies, as it is the most challenging category for e-commerce and significantly impacts daily consumer presence [18][26] - Offline stores are evolving from mere sales points to multi-functional nodes that facilitate sales, fulfillment, trust, and data interaction [22][26] - The new roles of offline stores include being a terminal for product sales, a fulfillment node for instant retail, a place for consumer trust, and a physical interface for data and branding [22][26] Group 4: Differentiation and Survival - Traditional retail cannot compete directly with internet platforms; differentiation is essential for survival [27][30] - The focus should be on categories that are difficult to e-commerce, such as fresh food, processing, and private brands, which require long-term capabilities rather than quick tactics [33][34] - The essence of differentiation lies in the ability to excel in areas where e-commerce struggles, ensuring that offline stores remain relevant and valuable [39][40]

Core Points - The article highlights the increasing demand for fresh ingredients and seasonal fruits as temperatures drop, leading to promotional activities by JD's Seven Fresh [1] - The "Winter Month Feedback Day" event offers significant discounts, including a "Spend 99 Get 20 Off" promotion applicable to nearly 10,000 products [1] Group 1: Promotional Activities - From December 19 to 21, Seven Fresh launched the "Winter Month Feedback Day" with price reductions on popular products and a "Spend 99 Get 20 Off" offer [1] - Consumers can access the promotion through various channels, including the Seven Fresh app and JD's self-operated delivery service, with a maximum of six coupons available per person [1] Group 2: Product Offerings - Seven Fresh introduced the "24-hour vegetables" and "vegetables from Hong Kong supply bases," ensuring freshness and traceability from farm to shelf within 24 hours [3] - The event features popular self-branded products, including seasonal snacks and baked goods, such as strawberry box cakes and mango sticky rice cakes [5] Group 3: Special Products - The "Suspended Water Fish" series offers enhanced quality with a 10-day purification process, improving taste and texture, and includes new varieties like live bass [7] - The "Warm Winter Brew" white wine, priced at 159 yuan per bottle, aims to provide quality at an affordable price through a simplified supply chain [7] Group 4: Additional Discounts - Seasonal bestsellers, such as Chilean cherries and low-GI soy milk, are available at reduced prices, catering to health-conscious consumers [9] - The promotion emphasizes convenience with fast delivery options, enhancing the shopping experience for consumers during the winter season [9]

Core Viewpoint - The retail industry is increasingly adopting JD's "good and cheap" business philosophy, which has become a consensus among various retail formats, including traditional supermarkets and discount stores [1][2]. Group 1: JD's Business Strategy - JD has successfully implemented its "good and cheap" strategy during major sales events like 618 and Double 11, leading to impressive growth and market recognition [2]. - The integration of online and offline retail is accelerating, with JD's approach fostering a collaborative competition between e-commerce platforms and physical stores [2]. Group 2: Supply Chain Innovations - JD's 7Fresh supermarket has been continuously innovating its supply chain, introducing initiatives like clean ingredient series, 24-hour vegetables, and 7-day fresh eggs to enhance the shopping experience [4][21]. - High standardization is identified as the cornerstone for reshaping the supply chain, enabling reduced links, shorter timeframes, high turnover, and low waste, ultimately achieving the "good and cheap" competitive advantage [5][21]. Group 3: Product and Process Standardization - Product standardization involves precise definitions of specifications, quality grades, and packaging forms, which are essential for direct sourcing and efficient quality control [9]. - Process standardization encompasses all stages from procurement to data exchange, ensuring seamless collaboration across operational nodes [10]. Group 4: Freshness and Quality Assurance - JD's 24-hour vegetable initiative guarantees that products are delivered from farm to shelf within 24 hours, setting a new standard for freshness in the industry [7][17]. - The introduction of the "7-day fresh egg" product ensures that eggs are sold within a week of production, with rigorous quality checks and a commitment to freshness [14][19]. Group 5: Market Expansion and Future Outlook - JD's expansion strategy includes opening multiple satellite stores alongside its main stores, enhancing its reach in the instant retail market [22][24]. - The retail industry is expected to continue evolving, with a focus on multi-format coexistence and differentiated development to meet diverse consumer needs [24].