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 ofScience & TechnologyClear Water BayKowloon,Hong KongE:ustlfsci@ust.hk I. Sector Review..............................................................................................................2 Internet & E-commerce................................................................................................2Taobao 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‘green procurement’....................................................................................................2Foodand Beverage......................................................................................................3Luckin Coffee operates over 1,600 stores in Shanghai..............................................3Supermarkets & Hypermarkets...................................................................................3Pangdonglai’s sales reach 23.531 billion yuan in 2025, up 38.71% yoy.....................3Sam’s Club China exceeds 140 billion yuan in 2025 sales.........................................3Furniture and Home Improvement..............................................................................4IKEA to close seven locations and open more than ten small stores in the next twoyears...........................................................................................................................4II. Policy Spotlight..........................................................................................................4MOFCOM and eight other departments promote green dining and ‘small portions’...4Government publishes Livestreaming E-commerce Supervision and ManagementMeasures....................................................................................................................5References (in Chinese).................................................................................................5 I.Sector Review Internet & E-commerce Taobao Flash Sale New Year Goods Festival: Sales of cherries and othermajor products reach record highs 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 ofDecember, Taobao Flash Sale has focused on four major scenarios: familyreunions, travel, gifting, and festive fun, integrating quality supplies from TmallSupermarket (天猫超市), Freshippo Fresh (盒马鲜生), RT-Mart (大润发), andWalmart, continually introducing new popular products for Lunar New Yearcelebrations and seasonal winter items, and offering home delivery within 30minutes.1 Freshippo report: Health and quality become nationwide consumptiontrends 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 acommon phenomenon. The reportstatesthat high-end fresh food consumptionis becoming more routine,withhealth and qualityemerging asnationwideconsumption trends. For instance, in cities like Foshan, Guiyang, and Hefei,sales of organic camellia oil products increased by 40% yoy, and localspecialtyfoods, such as the Guizhou’sYunnan-ham mooncakes, are also selling welloutside the province.2 JD Business responds to green consumption policies by promotingquantifiable ‘green procurement’ 2The 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 moreenvironmentally friendly procurement decisions. Recently, the Ministry ofCommerce andeightother departments jointly issued a notice onthe actionplansfor green consumption, proposing measures to drive the greentransformation of consumption from multiple dimensions. Among them, therequirements for‘promoting green procurement’and‘developing green circularservices’closely align with corporate needs for cost reduction, efficiency improvement, and sustainable development. JDBusiness is using thisopportunity to deeply integrate carbon footp