中国零售及电商周讯（2025年7月25日-7月31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 Meituan’s Pinhaofan launches ‘Million Bright Kitchens’ programme..........................2JD.com launches plan to help 1000 overseas new brands achieve 10 billion yuan insales over three years............................................................................................2Taobao Flash Sale’s daily orders exceed 90 million for two consecutive weekends..2JD.com to create hundreds of new embodied AI products with toy brands................3Taobao Live updates itsRegional Industry Service Provider Management Guidelines Wushang Group opens First WS Jiangtun Membership Store with over 80%differentiated products............................................................................................4 Food & Beverage.....................................................................................................4 Starbucks achieves same-store sales growth in China in June quarter.....................4Luckin Coffee’s total net revenue reaches 12.359 billion yuan in 2Q25.....................4 CNGA publishes 2024 Top 100 list with Youngor leading revenue ranking...............5CCFA: 40% of supermarket operators saw year-on-year declinesin sales in 1H25..5 References (in Chinese)............................................................................................6 I.Sector Review Internet & E-commerce Meituan’s Pinhaofan launches ‘Million Bright Kitchens’ programme On 25 July, Meituan’s (美团) Pinhaofan (拼好饭) announced the official launchof its ‘Million Bright Kitchens’ programme, which will partner with 200,000merchants to create standards for transparent and open kitchens. Throughphoto updates and video live streams, participating restaurants will providecustomers with real-time updates of their kitchen environments. Additionally, JD.com launches plan to help 1000 overseas new brands achieve 10 On25 July, JD.com (京东) announced the official launch of its ‘10 Billion Yuan,1,000 Brands New Growth Plan’. Over the next three years, the company willintroduce 1,000 new overseas brands through the cross-border model and helpthem achieve total sales growth of 10 billion yuan. According to the head of JD Taobao Flash Sale’s daily orders exceed 90 million for two consecutive Taobao Flash Sale(淘宝闪购)and Ele.me(饿了么)jointly announced that theirdaily orders exceeded 90 million for two consecutive weekends (excluding 0-yuan purchases and self-pickup orders), with order on-time rate remainingstable at 96%. Over the past month, while order volume has rapidly grown and JD.com to create hundreds of new embodied AI products with toy brands JD Group (京东集团) recently unveiled a comprehensive upgrade to its AItechnology brand–JoyAI, while launching a new embodied AI brand calledJoyInside. JoyInside is designed for toy and robot brands, providingconversational capabilities with users. The platform offers limited-time freeaccess and provides end-to-end technical solutions, with dozens of mainstreambrands already partnering with the service. By integrating JoyAI, JoyInside adds Taobao Live updates itsRegional Industry Service Provider Management In order to better regulate the market order and create a healthy marketenvironment, Taobao Live (淘宝直播) has updated itsRegional Industry ServiceProvider Management Guidelines. The changes were publicly announced on28July and took effect on 5 August. Major changes include the addition of relevant Douyin E-commerce report: 57 Cities’ interest industry belts achieve over On 31 July, Douyin E-commerce released the2025 Douyin E-commerce Interest Industry Belt Data Report. The report shows that over the past year,five cities’ interestindustry belts achieved paid GMV exceeding 10 billion yuan,57 cities broke through 100 million yuan, and 65 cities exceeded 10 millionyuan. The report also stated that 14,000 merchants achieved store livestream Douyin announces construction of independent platform for short drama Douyin (抖音) recently announced that following the official establishment of itsShort Drama Copyright Centre on 30 May, it will build a short drama contentcollaboration platformto serve as the main medium for short drama creators topublish and manage their content. The platform will be operated by Beijing be migrated around September, and the original platform will no longer retain Supermarkets&Hypermarkets Wushang Group opens First WS Jiangtun Membership Store with over Wushang Group (武商集团), a subsidiary of Wuhan Investment HoldingsGroup, recently opened its first WSJiangtun Membership Store at theintersection of Jinshan Avenue and Qixiong Road in Dongxihu District, Wuhanon 29 July. The store operates under a ‘paid membership + curated products’model with a business area exceeding 10,000 sqm, positioning itself asa newhigh-end retail format that combines lo