京东硬折扣超市北京首店启幕，探索本土化路径能否比肩奥乐齐？

天脉网12-17 13:23

京东旗下全新硬折扣超市近日在北京门头沟区西山荟购物中心正式开业，这是该品牌在全国布局的第九家门店。与传统商超依赖短期促销吸引客流不同，京东此次引入的"硬折扣"模式源自欧洲零售理念，通过优化供应链、精简商品种类和扩大自有品牌占比，实现商品长期稳定低价。这种模式在全球范围内已有成功先例，德国零售巨头奥乐齐（ALDI）凭借不足2000个SKU的精简商品矩阵和超90%的自有品牌占比，在全球四大洲拥有超过...

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/2592969558?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-12-17 13:23","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2592969558","market":"hk","top_or_hot":-1,"title":"京东硬折扣超市北京首店启幕，探索本土化路径能否比肩奥乐齐？","media":"天脉网","content":"<div>\n<p>京东旗下全新硬折扣超市近日在北京门头沟区西山荟购物中心正式开业，这是该品牌在全国布局的第九家门店。与传统商超依赖短期促销吸引客流不同，京东此次引入的\"硬折扣\"模式源自欧洲零售理念，通过优化供应链、精简商品种类和扩大自有品牌占比，实现商品长期稳定低价。这种模式在全球范围内已有成功先例，德国零售巨头奥乐齐（ALDI）凭借不足2000个SKU的精简商品矩阵和超90%的自有品牌占比，在全球四大洲拥有超过...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251217140305a4557bae&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>京东硬折扣超市北京首店启幕，探索本土化路径能否比肩奥乐齐？</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京东硬折扣超市北京首店启幕，探索本土化路径能否比肩奥乐齐？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-17 13:23 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251217140305a4557bae&s=b><strong>天脉网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>京东旗下全新硬折扣超市近日在北京门头沟区西山荟购物中心正式开业，这是该品牌在全国布局的第九家门店。与传统商超依赖短期促销吸引客流不同，京东此次引入的\"硬折扣\"模式源自欧洲零售理念，通过优化供应链、精简商品种类和扩大自有品牌占比，实现商品长期稳定低价。这种模式在全球范围内已有成功先例，德国零售巨头奥乐齐（ALDI）凭借不足2000个SKU的精简商品矩阵和超90%的自有品牌占比，在全球四大洲拥有超过...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251217140305a4557bae&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":"IE00B3M56506.USD","symbol_name":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251217140305a4557bae&s=b","article_id":"2592969558","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251217140305a4557bae&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=2592969558","pubTimestamp":1765949000,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"京东旗下全新硬折扣超市近日在北京门头沟区西山荟购物中心正式开业，这是该品牌在全国布局的第九家门店。新开业的京东折扣超市在保留硬折扣核心优势的基础上，进行了深度本地化改造。零售行业分析师指出，京东将北京首店选址于社区密集的门头沟老城区而非核心商圈，精准定位价格敏感型家庭消费群体。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"89618":"京东集团-SWR","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU1808992512.USD":"AB ALL CHINA EQUITY PORTFOLIO \"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","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","LU0052750758.USD":"富兰克林中国基金A Acc","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","BK1591":"就地过年概念","IE00BGV7N243.SGD":"FSSA Global Emerging Markets Focus I Acc SGD","JD":"京东","LU0315178854.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"A\" ACC","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","LU0048580855.USD":"富达大中华区A","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","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","LU1282651048.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"AMG\" (USD) INC","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","LU1720050803.USD":"安联全方位中国股票基金","BK1610":"ETF&股票定投概念","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","LU0231483743.USD":"abrdn SICAV I - ALL CHINA SUSTAINABLE EQUITY \"A\" (USD) ACC","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC","BK1575":"同股不同权","LU0791590937.USD":"ALLSPRING  EMERGING MARKTES EQUITY INCOME \"A\" (USD)","LU0456846285.SGD":"JPMorgan Funds - Greater China A (acc) SGD","LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","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","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","LU0868486357.SGD":"JPMorgan Funds - Emerging Markets Opportunities A (acc) SGD-H","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","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","SG9999002828.SGD":"Eastspring Investments Unit Trusts - Dragon Peacock A SGD","LU0594300419.USD":"富达中国消费基金A","LU1770036033.HKD":"NINETY ONE GSF ASIAN EQUITY \"A\" (HKD) ACC","LU0650527681.SGD":"Fidelity China Consumer A-SGD","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","09618":"京东集团-SW","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","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU0431992006.USD":"摩根大通新兴市场机会A（acc）","LU0865486749.SGD":"Eastspring Investments - Asian Equity Income AS SGD-H","LU1282649067.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (USD) INC A","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","SG9999001226.SGD":"UNITED SUSTAINABLE ASIA TOP 50 \"A\" (SGD) ACC","BK1502":"双十一","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","LU0259732245.USD":"EASTSPRING INVESTMENTS DRAGON PEACOCK A","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","BK1142":"互联网与直销零售","LU0228659784.USD":"施罗德金砖四国基金","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) INC","LU0051755006.USD":"摩根大通中国A (dist)","LU0370786039.SGD":"Fidelity Greater China A-SGD","LU1044876610.USD":"THREADNEEDLE (LUX) ASIAN CONTRARIAN EQUITY \"ZU\" (USD) ACC","LU0543330483.HKD":"TEMPLETON ASIAN GROWTH \"A\" (HKD) ACC","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","BK1588":"回港中概股","LU1481107354.HKD":"HSBC GIF HONG KONG EQUITY \"AD\" (HKD) INC","LU1366334578.USD":"ALLSPRING EMERGING MARKETS EQUITY INCOME \"A\" (USD) INC","LU1642822792.SGD":"THREADNEEDLE (LUX) ASIAN CONTRARIAN EQUITY \"A\" (SGD) ACC","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","BK1615":"港股-互联网","LU1044874839.SGD":"THREADNEEDLE (LUX) ASIAN CONTRARIAN EQUITY \"AGH\" (SGDHDG) ACC","LU0588545730.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"ADM\" (USD) INC","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","LU0084288322.USD":"Natixis Asia Equity RD USD","BK1619":"稳定币概念","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","LU0228367735.SGD":"Eastspring Investments - Asian Equity Fund AS SGD","LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) ACC","LU0140636845.USD":"施罗德大中华区股票A Acc","BK1249":"综合零售","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","LU0588545904.SGD":"Eastspring Investments - Asian Equity Income ASDM SGD","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H"},"translate_title":"JD.com's hard discount supermarket opens its first store in Beijing. Can it compete with Aldi in exploring the localization path?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"89618":0.6,"JD":1.95,"09618":1.95},"content_text":"京东旗下全新硬折扣超市近日在北京门头沟区西山荟购物中心正式开业，这是该品牌在全国布局的第九家门店。与传统商超依赖短期促销吸引客流不同，京东此次引入的\"硬折扣\"模式源自欧洲零售理念，通过优化供应链、精简商品种类和扩大自有品牌占比，实现商品长期稳定低价。这种模式在全球范围内已有成功先例，德国零售巨头奥乐齐（ALDI）凭借不足2000个SKU的精简商品矩阵和超90%的自有品牌占比，在全球四大洲拥有超过13,000家门店，其中中国华东地区已开设78家。新开业的京东折扣超市在保留硬折扣核心优势的基础上，进行了深度本地化改造。门店内既有现制京味小吃红糖焙子、驴打滚，也有招牌小笼包和黑椒柠檬烤鸡等热门商品；京东酒坊推出的6.9元/斤散装白酒和9.9元开业价的15L桶装纯净水、自有品牌馄饨等商品，均体现出高性价比特点。最引人注目的是\"袜子论斤卖\"专区，26.9元/斤的定价（约合每双不到2元）直观展示了供应链成本优势，这种通过减少包装、简化陈列控制成本的逻辑与奥乐齐相似，但京东通过更丰富的品类组合和本地供应链整合形成了差异化特色。奥乐齐的扩张轨迹为行业提供了重要参考。这家拥有112年历史的德国企业自2019年进入中国后，以每年新增约13家门店的速度稳步拓展，目前业务已覆盖上海、苏州、无锡和昆山等华东核心城市。其\"极简\"运营哲学体现在从商品陈列到物流配送的各个环节，例如通过标准化货架设计减少补货时间，利用中央厨房统一配送降低损耗。这种模式使奥乐齐在2025年逆势扩张，成为全球硬折扣领域的标杆企业。零售行业分析师指出，京东将北京首店选址于社区密集的门头沟老城区而非核心商圈，精准定位价格敏感型家庭消费群体。在当前消费分级趋势下，硬折扣业态正迎来发展机遇，但要在北京这样的一线城市与奥乐齐等成熟品牌竞争，京东需在\"效率优先\"的硬折扣本质与\"丰富选择\"的本土需求间找到平衡点。例如，如何在保持低价的同时提供更多本地化商品，以及如何通过数字化手段优化供应链效率，将是决定其市场表现的关键因素。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","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":"4.35.12","shortVersion":"4.35.12","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/2592969558","isCrawlerRequest":true}