品质消费浪潮下：新兴市场崛起，超强零售品牌时代加速到来

ITBEAR科技资讯01-13

零售行业正经历一场深刻变革，以品质消费为核心的新兴市场力量正在重塑行业格局。盒马、胖东来、山姆中国等头部品牌近期公布的业绩数据，印证了非一线城市消费潜力的爆发式增长。灼识咨询与盒马联合发布的《2025百城“盒区房”消费力报告》显示，石家庄、徐州、临沂等城市的消费指数分别达到171、141和127，远超全国重点城市均值，标志着品质消费浪潮已从一线城市向新兴市场全面扩散。头部品牌的市场布局印证了这一...

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/2603457286?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-01-13 11:33","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2603457286","market":"us","top_or_hot":-1,"title":"品质消费浪潮下：新兴市场崛起，超强零售品牌时代加速到来","media":"ITBEAR科技资讯","content":"<div>\n<p>零售行业正经历一场深刻变革，以品质消费为核心的新兴市场力量正在重塑行业格局。盒马、胖东来、山姆中国等头部品牌近期公布的业绩数据，印证了非一线城市消费潜力的爆发式增长。灼识咨询与盒马联合发布的《2025百城“盒区房”消费力报告》显示，石家庄、徐州、临沂等城市的消费指数分别达到171、141和127，远超全国重点城市均值，标志着品质消费浪潮已从一线城市向新兴市场全面扩散。头部品牌的市场布局印证了这一...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260113124107a4bd27b0&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>品质消费浪潮下：新兴市场崛起，超强零售品牌时代加速到来</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品质消费浪潮下：新兴市场崛起，超强零售品牌时代加速到来\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-13 11:33 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260113124107a4bd27b0&s=b><strong>ITBEAR科技资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>零售行业正经历一场深刻变革，以品质消费为核心的新兴市场力量正在重塑行业格局。盒马、胖东来、山姆中国等头部品牌近期公布的业绩数据，印证了非一线城市消费潜力的爆发式增长。灼识咨询与盒马联合发布的《2025百城“盒区房”消费力报告》显示，石家庄、徐州、临沂等城市的消费指数分别达到171、141和127，远超全国重点城市均值，标志着品质消费浪潮已从一线城市向新兴市场全面扩散。头部品牌的市场布局印证了这一...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260113124107a4bd27b0&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":"BABA","symbol_name":"阿里巴巴","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260113124107a4bd27b0&s=b","article_id":"2603457286","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260113124107a4bd27b0&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=2603457286","pubTimestamp":1768275210,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"零售行业正经历一场深刻变革，以品质消费为核心的新兴市场力量正在重塑行业格局。灼识咨询与盒马联合发布的《2025百城“盒区房”消费力报告》显示，石家庄、徐州、临沂等城市的消费指数分别达到171、141和127，远超全国重点城市均值，标志着品质消费浪潮已从一线城市向新兴市场全面扩散。头部品牌的市场布局印证了这一趋势。随着头部品牌持续下沉，新兴市场的消费潜力将进一步释放，推动中国零售行业迈向更高质量的发展阶段。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BABA":"阿里巴巴","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","LU1769817096.USD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERG MARKETS OPPO \"P\" (USD) INC","BK4220":"综合零售","BK4524":"宅经济概念","BK4554":"元宇宙及AR概念","BK4581":"高盛持仓","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","BK4543":"AI","LU1769817179.HKD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERG MARKETS OPPO \"P\" (HKD) INC","LU0821914370.USD":"贝莱德亚洲成长领袖A2","BK4531":"中概回港概念","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) INC","BK4527":"明星科技股","LU1046422090.SGD":"Fidelity Pacific A-SGD","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","LU1152091168.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" INC","BK4526":"热门中概股","BK4122":"互联网与直销零售","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","BK4575":"芯片概念","BK4502":"阿里概念","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0651946864.USD":"贝莱德新兴市场股票收益A2","BK4505":"高瓴资本持仓","LU2226246903.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT4\" (HKD) ACC","LU1048588211.SGD":"Blackrock Asian Dragon A2 SGD-H","LU0328353924.USD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERGING MARKETS OPPORTUNITY (USD) \"P\" (USD) ACC","BK4504":"桥水持仓","LU0072462343.USD":"贝莱德亚洲巨龙基金","LU1688375341.USD":"贝莱德中国灵活股票基金","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU1008478684.HKD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (HKD) ACC","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","BK4614":"Manus概念股","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","09988":"阿里巴巴-W","BK4588":"碎股","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","BK4548":"巴美列捷福持仓","IE00BF5LJ272.USD":"Legg Mason Martin Currie - Global Emerging Markets A Acc USD","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC"},"translate_title":"Under the wave of quality consumption: the rise of emerging markets, the era of super retail brands is accelerating","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"09988":0.6,"BABA":0.9,"ALBmain":0.6},"content_text":"零售行业正经历一场深刻变革，以品质消费为核心的新兴市场力量正在重塑行业格局。盒马、胖东来、山姆中国等头部品牌近期公布的业绩数据，印证了非一线城市消费潜力的爆发式增长。灼识咨询与盒马联合发布的《2025百城“盒区房”消费力报告》显示，石家庄、徐州、临沂等城市的消费指数分别达到171、141和127，远超全国重点城市均值，标志着品质消费浪潮已从一线城市向新兴市场全面扩散。头部品牌的市场布局印证了这一趋势。盒马鲜生在2025年新进入40个城市，门店数量突破500家，其硬折扣业态“超盒算NB”更以每年超200家的速度扩张，形成“双轮驱动”战略。山姆中国计划在2026年新增12家门店，带动沃尔玛中国整体销售额冲击2000亿元大关。胖东来则以235.31亿元的年销售额打破预期，其郑州首店预计2026年五一前开业，进一步验证了下沉市场的战略价值。新兴市场的消费升级呈现出独特特征。报告指出，强省会战略与人口回流为非一线城市带来新消费群体，这些城市的消费者对品质生活的追求甚至超过一线城市。在河北唐山，盒马首店开业带动商圈客流同比提升101%，销售额增长122%；石家庄勒泰中心引入盒马后，晚间客流持续旺盛，周末日均客流量稳定在3万人次。这种“盒区房效应”不仅激活了传统商圈，更推动了乐高、泡泡玛特等品牌的同步入驻，形成品质消费生态链。行业分化正在加速。传统商超因经营思维滞后面临淘汰危机，而盒马、山姆等新零售品牌通过供应链重构和业态创新，构建起竞争壁垒。阿里巴巴财报显示，盒马2025财年GMV超750亿元，首次实现全年经调整EBITA转正，预计2026财年将突破1000亿元。这种规模效应与盈利能力的双重提升，标志着行业进入“超强品牌时代”，头部企业与区域性品牌的差距将持续扩大。消费升级的深层动力来自供给端创新。头部品牌纷纷加大自有商品开发力度，盒马去年12月推出的山茶花系列个护新品，展现了从原材料到终端产品的全链条研发能力。这种趋势在2026年将更加明显，品牌间的竞争将从门店扩张转向供应链深度整合，对原材料多元化利用和商品价值挖掘的要求日益提高。首店经济成为市场争夺焦点。盒马每进入一个新城市，其首店均能引发消费热潮，这种效应正从一线城市向二三线市场蔓延。商业综合体通过引入头部品牌实现业态升级，而新零售品牌则借助首店快速建立市场认知，形成双向赋能。在四川宜宾，盒马与泡泡玛特、西西弗书店等品牌的集体入驻，标志着新兴市场消费升级进入品牌集群化阶段。这场变革中，消费者成为最大受益者。新零售品牌带来的不仅是商品选择，更是购物体验与生活方式的革新。在深圳梅林旧社区购物中心，盒马与星巴克的入驻让整个商圈焕发新生，证明品质消费具有跨越城市层级的普适价值。随着头部品牌持续下沉，新兴市场的消费潜力将进一步释放，推动中国零售行业迈向更高质量的发展阶段。","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,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":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,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","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/2603457286","isCrawlerRequest":true}