中国零售及电商周讯（2026年1月23日-29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 Douyin explores independent app for in-store group buying business........................2JD.com: National subsidy now available for 15 provinces through JD NOW ..............2 Anta to become Puma’s largest single shareholder....................................................3 Starbucks opens first intangible cultural heritage concept store in Guangdong..........3JD 7Fresh Kitchen accelerates nationwide expansion by opening first stores inShenzhen, Shanghai and other cities .........................................................................4Tiki Easy Coffee surpasses 1,800 stores....................................................................4 Miscellaneous...............................................................................................................5 Pop Mart ventures into dessert market with Pop Bakery ............................................5IKEA launches on JD NOW and joins instant retail for the first time...........................5 II. Market Overview.........................................................................................................5CCFA: Over 60% of convenience store operators report year-on-year sales growth in2025............................................................................................................................5 References (in Chinese).................................................................................................6 I. Sector Review Internet & E-commerce Douyin explores independent app for in-store group buying business News recently emerged regarding Douyin’s (抖音) development of a groupbuying app called ‘Dou Sheng Sheng’ (抖省省). According to an insider source,this project is a small exploration of Douyin’s in-store group buying business,aiming to prioritize user convenience, and the final name may not be ‘Dou JD.com: National subsidy now available for 15 provinces through JD On 27 January, JD.com (京东) announced that the national ‘consumer goodstrade-in’ subsidies are now fully available for 15 provinces and municipalitiesthrough its JD NOW (京东秒送). Users in Beijing, Shanghai, Guangdong,Jiangsu, Sichuan, Zhejiang, Fujian, Hebei, Hunan, Shandong, Chongqing,Jiangxi, Liaoning, Shanxi, and Ningxia can enjoy a 15% discount on select 2,415 new overseas brands open first stores on Tmall Global in 2025 On 27 January, Tmall Global (天猫国际) released its list of theTop Ten NewImport Brands 2025. The platform’s latest data show that 2,415 new overseasbrands opened their first stores on Tmall Global in 2025, marking a double-digitgrowth in store openings. These new brands come from 52 countries andregions, expanding the breadth of the global supply chain on the platform. This Supermarkets & Hypermarkets Chaohesuan NB opens first South China store Freshippo’s (盒马) budget community supermarket, Chaohesuan NB (超盒算NB), recently opened its first store in South China in the JoWe City ShoppingMall of Dalang Town, Dongguan. Another location at the Topspring LandmarkCentre in the Nancheng business district of Dongguan also opened at the same Apparel Anta to become Puma’s largest single shareholder On 27 January, Anta (安踏) announced that it has reached an agreement withthe Pinault family’s investment company to acquire a 29.06% stake in PumaSE, the company behind the sports brand Puma, making it the brand’s largestsingle shareholder. The cash consideration for the deal is 1.5 billion euros. Antastated that this move is an important step in accelerating its multi-brandglobalization strategy and will enhance its global influence, recognition, and Food & Beverage Starbucks opens first intangible cultural heritage concept store in On 27 January, Starbucks opened its first intangible cultural heritage conceptstore in Guangdong, located in Yongqingfang, Liwan District, Guangzhou. Thisis also the sixth such store in China. Yongqingfang is a provincial-leveldemonstration area for intangible cultural heritage, and the store adopts the JD 7Fresh Kitchen accelerates nationwide expansion by opening firststores in Shenzhen, Shanghai and other cities JD.com’s (京东) quality dining brand, 7Fresh Kitchen (七鲜小厨), is acceleratingits nationwide expansion. Following the opening of 30 stores in Beijing over thelast four months and the launch of its first store in Harbin, 7Fresh Kitchen haslaunched first stores in Shenzhen, Shanghai, Guangzhou, and other cities,marking a new phase in its national expansion. Launched in July 2025, 7Fresh Tiki Easy Coffee surpasses 1,800 stores Tiki Easy Coffee (易捷咖啡) recently launched a n