中国零售及电商周讯（2025年8月1日-8月7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 Taobao to launch comprehensive membership system integrating Ele.me, Fliggy,and Freshippo........................................................................................................2JD.com partners with IKEA as official IKEA flagship store goes online.....................2Douyin Life Services launches standalone entry point to group purchasingbusiness Freshippo to shut all X Membership Stores.............................................................3Pangdonglai achieves cumulative sales of 13.386 billion yuan from January to July2025......................................................................................................................3JD.com launches five discount supermarkets..........................................................3Freshippo to open nearly 100 supermarkets to lift store count to over 500 by March Food & Beverage.....................................................................................................4 Yum China’s 2Q25 operating profit up by 14%yoy..................................................4McDonald’s plans to open 1,000 new restaurants in China in 2025..........................4 MOFCOM: Departure tax refund sales in 1H25 go up by nearly 100% yoy...............4 III. Market Overview...................................................................................................5 MOFCOM and nine other departments jointly issue plan for promoting consumptionof agricultural products...........................................................................................5 References (in Chinese)............................................................................................6 I.Sector Review Internet & E-commerce Taobao to launch comprehensive membership system integrating Ele.me, Taobao is set to launch a new comprehensive membership system that willintegrate Alibaba (阿里巴巴) platforms including Ele.me (饿了么), Fliggy (飞猪)and Freshippo (盒马), encompassing across dining, entertainment, clothing,food, housing, and transportation. The Taobao 88VIP user benefits will also becomprehensively upgraded. This is a landmark business move of Alibaba JD.com partners with IKEA as official IKEA flagship store goes online JD.com (京东) recently announced its partnership with IKEA. The IKEA flagshipstore opened on JD.com on 8 August. As IKEA’s new online touchpoint in theChinese market, the IKEA flagship store covers 168 categories and over 6,500products, combined with logistics delivery and membership services to meet the Douyin Life Services launches standalone entry point to group Douyin Life Services’ (抖音生活服务) group purchasingbusiness ‘Suixin Tuan’(随心团) recently gained an independent entry point. Users can access thisentry by searching ‘Suixin Tuan’ within the Douyin app. The Suixin Tuanentrypagedisplays weekly recommended promotional products as well as categories Supermarkets & Hypermarkets Freshippo to shut all X Membership Stores Freshippo (盒马) will close all of its warehouse-style X Membership stores bythe end of August due to business adjustments. The last remaining store,located in Sunland Mall in Shanghai, will cease operations on 31 August, Pangdonglai achieves cumulativesales of 13.386 billion yuan from Henan retail giant Pangdonglai (胖东来) recently announced its latest operatingdata. The company’s July sales reached 1.666 billion yuan, with cumulativesales from January to July totalling 13.386billion yuan. In July, Pangdonglai’sfour major business formats–supermarket, jewellery, department store, and JD.com launches five discount supermarkets JD.com (京东) recently announced its expansion into lower-tier markets byopening five discount supermarkets in Hebei and Jiangsu. These stores willtarget budget-conscious shoppers by offering a wide range of products atdiscounted prices.The discount supermarket stands out from existing stores by Freshippo to open nearly 100 supermarkets to lift store count to over 500 Freshippo (盒马) plans to open nearly 100 new supermarket stores inover 50Chinese cities by the end of March next year, with the total number ofFreshippo Supermarket outlets expected to exceed 500. Over the past year,Freshippo has shifted focus to concentrate on Freshippo Supermarket stores Freshippo expands its health offerings with 40 new low-GI products Freshippo (盒马) has launched over 40 private-label low-GI products, coveringsix major categories including baked goods, snacks, and fruits. These includeready-to-heat staples like sticky bean buns and steamed buns, as well assnacks