中国零售及电商周讯（2026年1月2日-1月8日）

Helen ChinE: helenchin@ust.hk William KongE: williamkong@ust.hk Brigitte Ng HKUST LI & FUNGSUPPLY CHAIN INSTITUTELSK Business BuildingThe Hong Kong University of I. Sector Review..............................................................................................................2 Internet & E-commerce................................................................................................2 Taobao Flash Sale New Year Goods Festival: Sales of cherries and other majorproducts reach record highs.......................................................................................2Freshippo report: Health and quality become nationwide consumption trends...........2JD Business responds to green consumption policies by promoting quantifiable Luckin Coffee operates over 1,600 stores in Shanghai..............................................3 Supermarkets & Hypermarkets...................................................................................3 Pangdonglai’s sales reach 23.531 billion yuan in 2025, up 38.71% yoy.....................3Sam’s Club China exceeds 140 billion yuan in 2025 sales.........................................3 IKEA to close seven locations and open more than ten small stores in the next twoyears...........................................................................................................................4 II. Policy Spotlight..........................................................................................................4 MOFCOM and eight other departments promote green dining and ‘small portions’...4Government publishes Livestreaming E-commerce Supervision and Management References (in Chinese).................................................................................................5 I.Sector Review Internet & E-commerce Taobao Flash Sale New Year Goods Festival: Sales of cherries and other According to data from the Taobao Flash Sale (淘宝闪购) New Year GoodsFestival, multiple major New Year products reached record sales during theNew Year Day holiday. For example, imported cherries sold over 75 millionpieces, while the sales of Dandong red strawberries exceeded 10 millionpieces. At the same time, milk sales reached 1.2 million litres, and both colaand beer surpassed 1.5 million litres in sales. Since its launch at the end of Freshippo report: Health and quality become nationwide consumption Freshippo (盒马)recently published a report on 2025 consumption trends in100 cities nationwide.The report notes that in the 40 new citiesFreshippoentered in 2025, emerging markets like Shijiazhuang, Linyi, and Luoyangshowed outstanding performance, with‘full house at openingday’becoming a JD Business responds to green consumption policies by promoting The greening andgreen-quantification of corporate procurement has become anew trendas theChinesegovernmentcontinues topromote greenconsumption.JD Business(京东政企业务), JD.com’s(京东)governmentandenterprise business,is integrating carbon footprint management into the entireprocurement process through its platform, helping companies make more improvement, and sustainable development. JDBusiness is using thisopportunity to deeply integrate carbon footprint management technology with its Foodand Beverage Luckin Coffee operates over 1,600 stores in Shanghai The General Manager of Luckin Coffee (Shanghai) Co., Bi Hongcheng, statedthat as of the end of the third quarter of 2025, the total number of Luckin Coffee(瑞幸咖啡)stores reached 29,214. With such a large scaleof operations,Luckin Coffee’s total net revenue for the third quarter of 2025 was 15.287 billion Supermarkets & Hypermarkets Pangdonglai’s sales reach 23.531 billion yuan in 2025, up 38.71% yoy Pangdonglai (胖东来) recently revealedthatthe group’s total sales for 2025amounted to 23.531 billion yuan, a year-on-year increase of 38.71%.Of which,supermarket sales reached 12.643 billion yuan, jewellery sales were 2.451billion yuan, and tea sales totalled 1.062 billion yuan. In terms of store Sam’s Club China exceeds 140 billion yuan in 2025 sales Sam’s Club China has surpassed10 million paid members for the first time in2025. By the end of 2025, the number of paid members exceeded 10.7 million.Based on an operating model that serves only paid members, its annual salessurpassed 140 billion yuan, with an average annual consumption of 13,000 Furniture and Home Improvement IKEA to close seven locations and open more than ten small stores in the IKEA has decided to cease operations at seven offline locations starting2February 2026.Thisadjustment is part of a proactive transformation aimed atoptimizing costs, improving efficiency, and reallocating resources.Aspokesperson said,‘We will shift from large-scale expansion to precisecultivation, focusing on Beijing and Shenzhen as key markets for exploration. Inthe next two years, we plan to open over ten small stores, including the IKEA II.Policy Spotlight MOFCOM and eight other departments promote green