中国零售及电商周讯（2025年9月12日-9月18日）

Helen ChinHead William KongManager Brigitte Ng HKUST LI & FUNGSUPPLY CHAIN INSTITUTELSK Business BldgThe Hong Kong University ofScience & TechnologyClear Water Bay KowloonHong KongE:ustlfsci@ust.hk I. Sector Review.........................................................................................................2 Internet & E-commerce...........................................................................................2 Meituan launches public beta of first AI agent ‘Xiaomei’ powered by self-developedmodel....................................................................................................................2JD Food Deliverycaptures 31% share of national food delivery market....................2Douyin E-commerce sells 10.2 billion orders of agricultural products in past year.....2 Supermarkets & Hypermarkets...............................................................................3 Walmart China opens fourth neighbourhood store in Baoan, Shenzhen...................3Pupu Supermarket tests restaurant delivery service in Fuzhou................................4 Apparel....................................................................................................................4 Shein partners with French fashion brand Pimkie....................................................4 Food & Beverage.....................................................................................................4 DQ Blizzard & Burgers plans to open 50 stores over next three years......................4Starbucks China Innovation and Technology Centre announces digitalizationprogress................................................................................................................5 II.Market Overview....................................................................................................5 NBS: Total retail sales of consumer goods grow 3.4% yoy in August 2025...............52025 China Top 500 Companies List released: JD takes first place among privateenterprises.............................................................................................................5 References (in Chinese)............................................................................................6 I.Sector Review Internet & E-commerce Meituan launchespublic beta of first AI agent ‘Xiaomei’ powered by self- On 12 September, Meituan (美团) officially announced the public beta launch ofits first AI Agent product, the Xiaomei (小美) app. Xiaomei is powered byMeituan’s self-developed model LongCat-Flash-Chat, which was releasedearlier this month. Through simple natural language interactions and internal JD Food Delivery captures 31% share of national food delivery market On 16 September, JD.com (京东) revealed that its food delivery platform,launched in March 2025, now covers 350 cities, with daily ordersexceeding 25million, over 1.5 million quality restaurant partners, nearly 200 restaurantbrands with orders exceeding one million, and a full-time delivery rider team of150,000 people. Third-party research data show that as of 1 June 2025, JDFood Delivery held 31% of the national food delivery market and 45% of the Douyin E-commerce sells 10.2 billion orders of agricultural products in The2025 Douyin E-commerce Agricultural Product Consumption White Paperwas published on 12 September. From September 2024 to September 2025,Douyin E-commerce (抖音电商) sold 10.2 billion orders of agricultural andspecialty products, achieving order volume growth of 38% yoy. The platformships an average of 24.48 million agricultural product packages daily, up Xianyu: Annual service consumption buyers reach 38 million Hong Yang, General Manager ofXianyu’s (闲鱼) Side Business Division,recently shared the platform’s latest progress in service consumption. Herevealed that Xianyu’s annual service consumption buyers have reached 38million, a year-on-year increase of 67.8%, with Gen-Z users accountingfor Nearly 7,000 Dusto Shoe stores nationwide join Meituan Instashopping Meituan Instashopping (美团闪购) has recentlypartnered with Dusto Shoes (大东鞋业)–nearly 7,000 Dusto stores nationwide are now online on the platform.Consumers in over 300 cities can place instant retail orders, with various typesof shoes available for one-stop shopping and delivery within 30 minutes. Aspokesperson for Dusto Shoes stated that Meituan Instashopping has a JD.com’s Government & Enterprise Business launches ‘Trillion-Yuan JD.com (京东集团) recently hosted the ‘2025 JD Government & EnterpriseBusinessBrand Partner Cooperation Conference’. JD.com’s Government &Enterprise Business division focuses on government and enterprise customers,while also serving as the core platform for its B2B business. At the conference, Supermarkets & Hypermarkets Walmart China opens fourth neighbourhood store in Baoan, Shenzhen Walmart China recently opened its fourth neighbourhood store in Baoan,Shenzhen, signalling that the compact format has found tractio