京东折扣超市攻城略地，会取代京东七鲜吗？

新零售2025-12-20

出品/联商专栏撰文/映山红编辑/娜娜12月17日，京东折扣超市全国第9家门店、北京首店西山荟店在门头沟正式开业。清晨起门店外便排起长队，开业后客流如潮，京西消费者以极高热情迎接这家主打“京味儿烟火+极致低价”的新超市。现场不仅有红糖焙子、老北京排叉等京味特色美食，更有8.9元/块的意式披萨、5.99元/斤的猪前尖肉等高性价比商品，配合“抽整扇福猪”的开业福利，购物氛围持续高涨。此次北京首店延续了...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2592128441?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-12-20 12:54","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2592128441","market":"hk","top_or_hot":-1,"title":"京东折扣超市攻城略地，会取代京东七鲜吗？","media":"新零售","content":"<div>\n<p>出品/联商专栏撰文/映山红编辑/娜娜12月17日，京东折扣超市全国第9家门店、北京首店西山荟店在门头沟正式开业。清晨起门店外便排起长队，开业后客流如潮，京西消费者以极高热情迎接这家主打“京味儿烟火+极致低价”的新超市。现场不仅有红糖焙子、老北京排叉等京味特色美食，更有8.9元/块的意式披萨、5.99元/斤的猪前尖肉等高性价比商品，配合“抽整扇福猪”的开业福利，购物氛围持续高涨。此次北京首店延续了...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251220131805a6b9a755&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>京东折扣超市攻城略地，会取代京东七鲜吗？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n京东折扣超市攻城略地，会取代京东七鲜吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-20 12:54 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251220131805a6b9a755&s=b><strong>新零售</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>出品/联商专栏撰文/映山红编辑/娜娜12月17日，京东折扣超市全国第9家门店、北京首店西山荟店在门头沟正式开业。清晨起门店外便排起长队，开业后客流如潮，京西消费者以极高热情迎接这家主打“京味儿烟火+极致低价”的新超市。现场不仅有红糖焙子、老北京排叉等京味特色美食，更有8.9元/块的意式披萨、5.99元/斤的猪前尖肉等高性价比商品，配合“抽整扇福猪”的开业福利，购物氛围持续高涨。此次北京首店延续了...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251220131805a6b9a755&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1282651048.USD","symbol_name":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"AMG\" (USD) INC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251220131805a6b9a755&s=b","article_id":"2592128441","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251220131805a6b9a755&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2592128441","pubTimestamp":1766206481,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"02消费两极分化，双业态均有增长空间2026年，京东折扣超市能否取代七鲜超市，关键在于市场需求的演变方向。2025年8月以来，京东折扣超市在河北、江苏、安徽等地加速扩张，短短4个月内开出9家门店，其中宿迁4店同日开张单日客流超30万人次。京东折扣超市作为京东重点孵化的新业态，无疑将分享这一红利。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"89618":"京东集团-SWR","LU1282651048.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"AMG\" (USD) INC","LU1720050803.USD":"安联全方位中国股票基金","BK1575":"同股不同权","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","LU0231483743.USD":"abrdn SICAV I - ALL CHINA SUSTAINABLE EQUITY \"A\" (USD) ACC","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC","LU0791590937.USD":"ALLSPRING  EMERGING MARKTES EQUITY INCOME \"A\" (USD)","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","LU0163747925.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY A ACC","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU0499858602.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) ACC","LU0868486357.SGD":"JPMorgan Funds - Emerging Markets Opportunities A (acc) SGD-H","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","LU1366334651.USD":"ALLSPRING EMERGING MARKETS EQUITY INCOME \"I\" (USD) INC","SG9999002562.SGD":"LionGlobal Asia Pacific SGD","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","LU1770036033.HKD":"NINETY ONE GSF ASIAN EQUITY \"A\" (HKD) ACC","LU0594300419.USD":"富达中国消费基金A","SG9999002828.SGD":"Eastspring Investments Unit Trusts - Dragon Peacock A SGD","LU0650527681.SGD":"Fidelity China Consumer A-SGD","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","LU2257852520.SGD":"JPMorgan Funds - Asia Growth A (acc) SGD","LU0320764755.SGD":"FTIF - Templeton Asian Growth A Acc SGD","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU0128522157.USD":"TEMPLETON ASIAN GROWTH \"A\" ACC","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","LU1282649067.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (USD) INC A","LU0431992006.USD":"摩根大通新兴市场机会A（acc）","LU0865486749.SGD":"Eastspring Investments - Asian Equity Income AS SGD-H","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU0469268626.HKD":"AB FCP I-ASIA EX JAPAN EQUITY PTF(AD","LU0499858438.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) INC","LU1044875133.USD":"天利亚洲反向股票 AU Acc","BK1502":"双十一","SG9999001226.SGD":"UNITED SUSTAINABLE ASIA TOP 50 \"A\" (SGD) ACC","LU0259732245.USD":"EASTSPRING INVESTMENTS DRAGON PEACOCK A","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","BK1142":"互联网与直销零售","LU1328277881.USD":"MANULIFE GF DRAGON GROWTH FUND \"AA\" (USD) INC","LU0828237510.HKD":"SCHRODER ISF BIC (BRAZ IN CH)\"A\" (HKD) ACC","LU0672654166.SGD":"FTIF - Templeton Asian Growth A (acc) SGD-H1","LU0228659784.USD":"施罗德金砖四国基金","BK1588":"回港中概股","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) INC","LU0370786039.SGD":"Fidelity Greater China A-SGD","LU0051755006.USD":"摩根大通中国A (dist)","LU1044876610.USD":"THREADNEEDLE (LUX) ASIAN CONTRARIAN EQUITY \"ZU\" (USD) ACC","BK1615":"港股-互联网","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU0543330483.HKD":"TEMPLETON ASIAN GROWTH \"A\" (HKD) ACC","LU1366334578.USD":"ALLSPRING EMERGING MARKETS EQUITY INCOME \"A\" (USD) INC","LU1481107354.HKD":"HSBC GIF HONG KONG EQUITY \"AD\" (HKD) INC","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU1642822792.SGD":"THREADNEEDLE (LUX) ASIAN CONTRARIAN EQUITY \"A\" (SGD) ACC","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","BK1619":"稳定币概念","LU1044874839.SGD":"THREADNEEDLE (LUX) ASIAN CONTRARIAN EQUITY \"AGH\" (SGDHDG) ACC","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","LU0084288322.USD":"Natixis Asia Equity RD USD","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","LU1813983027.USD":"MANULIFE GF DRAGON GROWTH \"AA\" (USD) INC","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU1282651121.HKD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"AMG\" (HKD) INC","BK1249":"综合零售","LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) ACC","LU0228367735.SGD":"Eastspring Investments - Asian Equity Fund AS SGD","LU0140636845.USD":"施罗德大中华区股票A Acc","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","LU0588545904.SGD":"Eastspring Investments - Asian Equity Income ASDM SGD","LU0588545730.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"ADM\" (USD) INC","LU0456846285.SGD":"JPMorgan Funds - Greater China A (acc) SGD","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU1808992512.USD":"AB ALL CHINA EQUITY PORTFOLIO \"A\" (USD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0456842615.SGD":"JPMorgan Funds - Emerging Markets Equity A (acc) SGD","LU0588545490.SGD":"Eastspring Investments - Asian Equity Income AS SGD","LU0791591158.USD":"ALLSPRING  EMERGING MARKTES EQUITY INCOME \"I\" (USD) ACC","LU0052750758.USD":"富兰克林中国基金A Acc","BK1591":"就地过年概念","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","IE00BGV7N243.SGD":"FSSA Global Emerging Markets Focus I Acc SGD","LU0315178854.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"A\" ACC","JD":"京东","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0345776255.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) INC","LU1224444064.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"AM\" (USDHDG) INC","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0048580855.USD":"富达大中华区A","09618":"京东集团-SW","LU0315179316.USD":"EASTSPRING INVESTMENTS ASIAN DYNAMIC \"A\" (USD) ACC","LU2242644610.SGD":"Fidelity China Innovation A-ACC-SGD","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","IE00B29SXG58.USD":"FSSA CHINA FOCUS \"I\" (USD) ACC","LU0293314216.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"A\" (USD) ACC","LU0359201612.USD":"贝莱德中国基金A2","BK1610":"ETF&股票定投概念"},"translate_title":"Will JD.com's discount supermarket replace JD.com's Qixian?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"89618":0.6,"09618":1.95,"JD":1.95},"content_text":"出品/联商专栏撰文/映山红编辑/娜娜12月17日，京东折扣超市全国第9家门店、北京首店西山荟店在门头沟正式开业。清晨起门店外便排起长队，开业后客流如潮，京西消费者以极高热情迎接这家主打“京味儿烟火+极致低价”的新超市。现场不仅有红糖焙子、老北京排叉等京味特色美食，更有8.9元/块的意式披萨、5.99元/斤的猪前尖肉等高性价比商品，配合“抽整扇福猪”的开业福利，购物氛围持续高涨。此次北京首店延续了此前多地门店“开业即火爆”的态势，再次印证了该业态的市场吸引力。随着其门店扩张步伐加快，一个核心问题引发行业关注：2026年，京东折扣超市是否会取代京东七鲜超市，成为京东线下零售的主力发展业态？要解答这一问题，需从业态定位差异、市场需求变化、供应链支撑能力、行业竞争格局及京东战略布局五个维度进行深度剖析，厘清两种业态的核心价值与发展逻辑。01差异化赛道，满足不同消费需求京东折扣超市与七鲜超市的核心差异，首先体现在定位与目标客群的精准划分上，两者并非替代关系，而是互补关系的起点。京东折扣超市自诞生之日起，就确立了“天天低价，只为价值买单”的核心定位，聚焦价格敏感型家庭消费者，主打“极致性价比+本地特色”的组合拳。从北京首店的运营逻辑来看，其5000平方米以上的大店型、超5000款全品类民生商品，以及“产地直采+工厂直供”的供应链模式，均服务于家庭批量采购场景。商品价格普遍低于市场常规售价，9.9元15L大桶纯净水、26.9元/斤的“论斤卖袜子”等商品，精准切中了普通家庭“花更少钱买优质商品”的核心诉求。与之相对，七鲜超市的定位是“生鲜与生活超市”，主打“品质生活”，聚焦中高端消费群体，核心满足消费者对优质生鲜、差异化商品及即时服务的需求。此外，七鲜超市采用“中心店+前置仓”模式，在北京、天津等城市布局前置仓网络，主打“半小时到家”的即时配送服务，完美适配都市人群碎片化、紧急性的购物需求。从布局区域来看，两者也形成了清晰的梯度：京东折扣超市初期以河北涿州、江苏宿迁等三四线城市为突破口，2025年12月才进入北京市场，优先抢占下沉市场与一线城市非核心区域的空白；而七鲜超市则深耕一二线城市核心商圈与社区，目前在全国已有68家门店，其中北京、天津等城市的前置仓网络已实现核心区域全覆盖。这种定位差异决定了两者的核心客群、消费场景存在本质不同，为后续的协同发展奠定了基础。02消费两极分化，双业态均有增长空间2026年，京东折扣超市能否取代七鲜超市，关键在于市场需求的演变方向。当前消费市场呈现出显著的“两极分化”特征：一方面，社会消费品零售总额增速从2025年5月的6.4%滑落至11月的1.3%，消费信心趋弱，“花更少的钱买基础商品”成为普通家庭的“消费安全垫”，硬折扣业态因此迎来爆发期；另一方面，中高端消费群体对品质、体验、差异化的追求并未减弱，即时零售市场规模持续扩大，为七鲜超市等高品质业态提供了稳定的增长土壤。2025年8月以来，京东折扣超市在河北、江苏、安徽等地加速扩张，短短4个月内开出9家门店，其中宿迁4店同日开张单日客流超30万人次。北京首店的火爆，进一步证明即便是在一线城市，价格敏感型消费需求依然旺盛。京东折扣超市的崛起，正是顺应了消费降级背景下的“确定性需求”。尤其是在经济下行周期，折扣超市“低价不低质”的特点，使其成为家庭消费的“避风港”。京东折扣超市作为京东重点孵化的新业态，无疑将分享这一红利。但这并不意味着七鲜超市的市场空间被挤压。即时零售已成为零售行业的核心增长点，消费者对“30分钟送达”的生鲜、日用品需求日益强烈。七鲜超市通过“店仓联动”模式，将线下门店与前置仓高效协同，既满足了消费者到店体验的需求，又实现了即时配送的效率，这种“体验+效率”的组合，在一二线城市具有不可替代性。此外，七鲜超市的自有品牌战略持续深化，通过嫁接社交热点、挖掘细分需求，不断推出差异化商品，形成了独特的竞争壁垒。这种对消费趋势的敏锐洞察，让七鲜超市在品质消费市场可以保持竞争力。03供应链同源不同效，适配业态特性京东折扣超市与七鲜超市共享京东二十余年积累的供应链与物流网络，但基于业态特性，形成了“同源不同效”的供应链运营模式，这也决定了两者无法相互替代。京东折扣超市的“低价”核心，源于其对供应链的极致优化：通过大规模采购、产地直采、工厂直供等方式砍掉中间环节，依托区域自建仓实现商品快速周转，北京首店紧邻京东西南物流枢纽，蔬菜从下单到上架仅需1小时，既保障了新鲜度，又降低了物流成本。此外，京东自有品牌矩阵的支撑至关重要，京鲜舫、京东酒坊等品牌商品，通过省去品牌溢价，进一步压缩了价格空间，成为折扣超市的“引流利器”。七鲜超市的供应链则更侧重“品质与效率的平衡”。其生鲜商品以产地直采为主，依托京东冷链物流保障新鲜度，同时通过严格的商品上市评审流程，确保商品品质。在即时配送方面，七鲜前置仓与京东区域大仓形成联动，通过“大仓补货+前置仓履约”的二级网络，既保证了商品周转效率，又降低了单仓库存压力。此外，七鲜超市还通过与老字号、新锐品牌联名，开发独家商品，这需要供应链具备更高的灵活性与创新能力。从盈利逻辑来看，两者也存在本质差异：京东折扣超市采用“低毛利、高周转”的模式，通过规模效应摊薄成本，参考Costco的经验，其毛利率虽仅为10-12%，但通过高周转与低费用率，实现了稳定的净利率。七鲜超市则采用“中毛利、中周转”的模式，通过高品质商品与增值服务(如即时配送、到店体验)提升客单价，自有品牌商品的高毛利进一步提升了盈利能力。两种盈利模式均经过市场验证，适配各自的业态特性，不存在优劣之分，也无法相互替代。04折扣赛道内卷，七鲜面临差异化挑战2026年，两种业态都将面临激烈的市场竞争，但竞争焦点的不同，将进一步强化京东“双业态并行”的战略逻辑。对于京东折扣超市而言，硬折扣赛道已从“跑马圈地”进入“刺刀见红”的红海阶段。美团快乐猴、盒马超盒算NB等对手加速布局，部分品牌通过“负毛利商品”引流，倒逼行业陷入价格战。京东折扣超市若想在竞争中突围，需进一步强化供应链壁垒，从“简单采购”转向“深度绑定工厂+定制品类”，同时提升社区运营能力，通过会员体系、本地化商品增强用户粘性。七鲜超市则面临着来自盒马鲜生、山姆会员店等高品质业态的竞争，核心挑战在于如何持续保持差异化。当前，头部品牌均在加码自有品牌与即时零售，山姆会员店、盒马鲜生的前置仓网络已覆盖全国多个城市。七鲜超市的优势在于与京东主站的协同，通过京东PLUS会员体系实现线上线下权益互通，提升用户忠诚度。从京东的竞争战略来看，双业态并行是应对市场变化的“双保险”。京东折扣超市负责抢占下沉市场与价格敏感型用户，抵御美团、拼多多等对手的冲击；七鲜超市负责深耕一二线城市品质消费市场，巩固京东在中高端零售领域的地位。这种“攻防兼备”的布局，既能抓住消费降级的红利，又能守住品质升级的阵地，是京东线下零售的核心战略选择。05京东战略：双业态协同，而非替代纵观京东线下零售的发展路径，其核心逻辑是“多业态协同，覆盖全消费场景”，而非“单业态独大”。2025年，京东一方面加速七鲜超市的线上线下融合；另一方面密集布局京东折扣超市，形成“中高端+大众平价”的双业态格局。这种布局与盒马鲜生+盒马超盒算NB的战略逻辑一致，都是通过差异化业态组合，实现对不同消费层级、不同场景的全覆盖。从扩张计划来看，京东折扣超市未来半年计划在河北、山东、河南等人口密集省区开店，逐步构建“区域仓+前置店+即时配”的短链履约网络；而七鲜超市则持续深耕一线城市，加速前置仓布局，目标实现核心区域“3公里全覆盖”。两者的扩张方向互补，不存在资源冲突，反而能通过供应链共享、用户互通，实现协同效应。此外，京东线下零售的终极目标是构建“全渠道零售生态”，京东折扣超市与七鲜超市都是这一生态的重要组成部分。京东折扣超市负责夯实大众消费底盘，提升市场渗透率；七鲜超市负责探索高品质零售模式，打造品牌形象。两者协同发展，既能提升京东线下零售的整体市场份额，又能增强抵御行业周期波动的能力，这一战略逻辑在2026年不会改变。写在最后综合以上分析，2026年，京东折扣超市不会取代七鲜超市成为主力业态，两者将形成“双轮驱动”的发展格局，其中京东折扣超市将成为增长速度更快的业态，而七鲜超市则继续承担京东中高端零售与即时零售的核心职能。京东折扣超市的优势在于契合了消费降级背景下的大众需求，扩张速度快、市场空间广，有望在2026年实现门店数量与销售额的翻倍增长，成为京东线下零售的“增长引擎”。但受限于定位，其无法满足中高端消费群体对品质的需求，难以替代七鲜超市在一二线城市的核心布局。七鲜超市的核心价值在于其差异化的商品力与即时服务能力，在即时零售市场持续增长的背景下，其市场份额将稳步提升。通过持续深化自有品牌战略、优化店仓联动模式，七鲜超市将进一步巩固在中高端零售领域的地位，成为京东线下零售的“品质标杆”。对于京东而言，折扣超市与七鲜超市的协同发展，是其应对消费市场分化、抵御行业竞争的最佳战略选择。2026年，随着两种业态的进一步扩张与协同深化，京东线下零售将形成“大众+高端”“到店+到家”“下沉+深耕”的全场景覆盖能力，在激烈的市场竞争中占据更有利的地位。未来，行业关注的焦点不应是“谁取代谁”，而是京东如何通过双业态协同，实现线下零售的高质量增长，为行业提供可复制的发展样本。欢迎关注联商网视频号","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.35.13","shortVersion":"4.35.13","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2592128441","isCrawlerRequest":true}