被约谈后火速换帅，山姆中国总部交棒“阿里系”刘鹏：本土化提速难掩信任困局

华夏时报网06-17

山姆会员超市中国总部——沃尔玛（中国）投资有限公司（下称“沃尔玛中国”）在被监管总局约谈后，高层人事正在发生剧烈变动，6月16日换帅消息再度引发市场广泛关注，“阿里系”出身的刘鹏成为沃尔玛中国董事长、法定代表人。对此，6月17日，沃尔玛中国方面回复《华夏时报》记者称，此次变更是正常的合规更新，未涉及战略调整。于同日市场又曝出，山姆首席采购官张青因个人原因已向公司提交辞呈，将于2026年6月底正式...

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体道合德
06-17
体道合德
破罐破摔了？阿里系上位，必然让阿里味扩散到每一个角落，选品不好是真的不懂选品吗？吃出老鼠头是真的不懂卫生防疫吗？非也，kpi导向，绩效考核，末位淘汰，员工只会去做kpi要求做的事，只会去做短期立竿见影的事，只会去做有利于自己的事，山姆危矣

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trust","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"WMT":1.97,"WMTI":0.6},"content_text":"山姆会员超市中国总部——沃尔玛（中国）投资有限公司（下称“沃尔玛中国”）在被监管总局约谈后，高层人事正在发生剧烈变动，6月16日换帅消息再度引发市场广泛关注，“阿里系”出身的刘鹏成为沃尔玛中国董事长、法定代表人。对此，6月17日，沃尔玛中国方面回复《华夏时报》记者称，此次变更是正常的合规更新，未涉及战略调整。于同日市场又曝出，山姆首席采购官张青因个人原因已向公司提交辞呈，将于2026年6月底正式离任。　　目前，山姆中国正处于食品安全信任危机与门店扩张的双重压力下。2025年以来，山姆多次陷入商品质量质疑风波，加之此次因食安问题被监管总局约谈，其“严选”招牌正在经受前所未有的考验。刘鹏的接棒，能否解决山姆的信任危机成为市场关注的重点。　　中国管理者执掌　　近两天，沃尔玛中国高层正在经历动荡。天眼查APP显示，6月15日，沃尔玛（中国）投资有限公司发生工商变更，MUK SOOK YEE卸任法定代表人、董事长，由刘鹏接任，并于次日引发广泛关注。6月17日，山姆首席采购官张青又被曝已向公司提交辞呈。　　刘鹏在中国零售、互联网行业拥有丰富的经验。根据官方资料，他曾就职于阿里巴巴集团，先后担任天猫国际总经理，天猫进出口业务总裁等职务；在2015年加入阿里巴巴集团前，刘鹏在好孩子中国、万得城中国、苏宁电器、海尔集团担任多个领导职务，涉足采购、市场营销等多个领域。2025年10月，刘鹏加入沃尔玛中国并担任山姆业态总裁，直接向沃尔玛中国总裁及首席执行官朱晓静汇报。　　随着刘鹏担任沃尔玛中国董事长，天眼查显示，目前沃尔玛中国高管主要人员为董事长刘鹏，董事朱晓静、郑硕怀，监事吴瑞珊。　　不过在刘鹏接任沃尔玛中国董事长之际，该公司刚经历一场严峻的挑战，6月15日，市场曝出沃尔玛中国负责人因监管发现和媒体曝光的山姆线下门店及线上网店多发的食品安全问题，被市场监管总局进行了约谈。　　针对此事，沃尔玛中国方面回复记者称，“针对约谈中监管部门所指出的问题与整改要求，我们完全认可、深刻反思并诚恳接受。目前，公司已由管理层牵头成立专项整改工作组，第一时间启动全渠道、全链路专项自查整改。我们将严格遵照相关法规及监管要求，全面优化食安管控和商品品控，严守食品安全底线、提升会员体验。我们将定期向监管部门报送整改进展，主动接受社会各界监督。”　　如今沃尔玛中国高层变化，也普遍被市场认为是沃尔玛中国被约谈后的改变信号。对此沃尔玛中国方面回复记者称，“此次沃尔玛中国证照信息变更是公司信息的正常合规更新，并未涉及业务经营、股权及公司战略调整，请不必过度解读。”　　零售专家、上海尚益咨询总经理胡春才对本报记者分析认为，“这是山姆最明智的一点，就是深刻认识到只有中国人最懂中国人的胃，欧美国家的人，很难真正理解中国人在饮食上的讲究。中国消费者对食材鲜度、口味层次、菜品变化的要求，在全球范围内都是数一数二的。”　　“山姆之所以在国内大受欢迎，根本原因在于它愿意深入中国消费者的味蕾需求，开发出大量贴合本土口味的食品类新品。这份成功不是靠简单的供应链复制，而是源于对中国饮食文化的真正尊重和洞察，而这一点，恰恰是欧美团队难以理解的。另外，还有对于中国市场的格局的理解和把握能力，比如与政府间关系的处理等，这些中国管理者都能够更合适地拿捏到恰到好处的境界。”胡春才进一步对记者解释。　　亟需解决山姆信任危机　　伴随着刘鹏就任沃尔玛中国“掌门人”，亟需解决的便是山姆的信任危机。　　山姆一直以来以每年260元或者680元的会员费，设定了区别于普通商超的准入门槛，目标顾客通常是对价格不敏感、追求高精品质的中高收入者，相对应的，山姆提供高品质的商品和突破性价格优势，为会员免去反复挑选和比价的过程。正是这种“高门槛、高承诺”的定位，使得每一次选品风波都格外引人关注。　　2025年下半年以来，山姆多次因商品质量问题受到广泛争议，2025年7月，山姆因上架好丽友、盼盼等多个国民大众品牌引发争议，后续又因有机大豆质量降级等频繁登上热搜，被大众质疑山姆选品质量下降，与普通商超的差异化优势正在收窄。　　2025年10月底，阿里巴巴集团出身的刘鹏加入沃尔玛中国，出任山姆总裁。这一人事任命引发外界关注，拥有深厚阿里电商背景的刘鹏，是否会为山姆引入低价引流、促销冲量等互联网平台常见的打法，成为一个备受关注的变量；与此同时，市场也对山姆一贯的高端定位是否会因此被稀释，产生了诸多猜测与讨论。　　时隔仅半年有余，一场突发危机让上述担忧再度浮出水面。2026年6月初，正当双汇子公司因猪肉抗生素超标被推上舆论风口浪尖之时，山姆却因对双汇产品的生产地址及公司名称进行打码处理，遭到消费者强烈质疑。再到如今被监管总局约谈，山姆的品牌信誉仍在接受市场考验。　　对于此番刘鹏就任沃尔玛中国总部董事长，嘉世咨询高级合伙人李应涛对本报记者分析称，“表面看是大众认为的电商大厂思维跟严选基因的碰撞，一种常见观点认为，山姆连最核心的严选品质尚未做到尽善尽美，此时便要加速推进数字化转型，难免令会员产生抵触情绪；但从企业经营者的视角来看，这并不完全矛盾。”　　目前，山姆正处于快速扩张过程中，截至目前，山姆在中国共有67家门店。而在2024年1月10日时，山姆中国门店数量为47家。两年多时间，山姆开设了20家门店。作为对比，同为外资会员店的开市客，根据官网信息，截至目前其在中国大陆仅有7家门店。　　“当前山姆正处于持续扩张的阶段，门店数量不断增加，触达的市场层级日益多元，覆盖的城市范围越来越广。在这种情况下，总部必须向各门店下放更多选品权与运营自主权，以实现灵活经营。但如果没有数字化体系的支撑，管理标准化便无从谈起，管理半径也难以真正下沉。正因如此，数字化成为山姆必须完成的课题。从选品到精选，从门店运营到整体效率提升，每一个环节都离不开数字化链条的贯穿。零售的终极竞争归根结底是效率之争，而效率的提升，很大程度上正依赖于数字化的支撑。”李应涛进一步对记者解释。（文章来源：华夏时报网）","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":"executive","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[{"id":576237643805608,"gmtCreate":1781706498293,"gmtModify":1781707154703,"author":{"id":"3514419179304562","authorId":"3514419179304562","name":"体道合德","avatar":"https://static.tigerbbs.com/95efd4d2e410bb0dd95dde84060c146e","vip":1,"crmLevel":7,"crmLevelSwitch":0,"wearingBadges":[],"idStr":"3514419179304562","authorIdStr":"3514419179304562"},"htmlText":"破罐破摔了？阿里系上位，必然让阿里味扩散到每一个角落，选品不好是真的不懂选品吗？吃出老鼠头是真的不懂卫生防疫吗？非也，kpi导向，绩效考核，末位淘汰，员工只会去做kpi要求做的事，只会去做短期立竿见影的事，只会去做有利于自己的事，山姆危矣","listText":"破罐破摔了？阿里系上位，必然让阿里味扩散到每一个角落，选品不好是真的不懂选品吗？吃出老鼠头是真的不懂卫生防疫吗？非也，kpi导向，绩效考核，末位淘汰，员工只会去做kpi要求做的事，只会去做短期立竿见影的事，只会去做有利于自己的事，山姆危矣","text":"破罐破摔了？阿里系上位，必然让阿里味扩散到每一个角落，选品不好是真的不懂选品吗？吃出老鼠头是真的不懂卫生防疫吗？非也，kpi导向，绩效考核，末位淘汰，员工只会去做kpi要求做的事，只会去做短期立竿见影的事，只会去做有利于自己的事，山姆危矣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/576237643805608","repostId":2644719824,"repostType":2,"repost":{"id":"2644719824","kind":"news","pubTimestamp":1781680518,"share":"https://www.laohu8.com/m/news/2644719824?lang=zh_CN&edition=full","pubTime":"2026-06-17 15:15","market":"hk","language":"zh","title":"被约谈后火速换帅，山姆中国总部交棒“阿里系”刘鹏：本土化提速难掩信任困局","url":"https://stock-news.laohu8.com/highlight/detail?id=2644719824","media":"华夏时报网","summary":"山姆会员超市中国总部——沃尔玛（中国）投资有限公司（下称“沃尔玛中国”）在被监管总局约谈后，高层人事正在发生剧烈变动，6月16日换帅消息再度引发市场广泛关注，“阿里系”出身的刘鹏成为沃尔玛中国董事长、法定代表人。对此，6月17日，沃尔玛中国方面回复《华夏时报》记者称，此次变更是正常的合规更新，未涉及战略调整。","content":"<div>\n<p>山姆会员超市中国总部——沃尔玛（中国）投资有限公司（下称“沃尔玛中国”）在被监管总局约谈后，高层人事正在发生剧烈变动，6月16日换帅消息再度引发市场广泛关注，“阿里系”出身的刘鹏成为沃尔玛中国董事长、法定代表人。对此，6月17日，沃尔玛中国方面回复《华夏时报》记者称，此次变更是正常的合规更新，未涉及战略调整。于同日市场又曝出，山姆首席采购官张青因个人原因已向公司提交辞呈，将于2026年6月底正式...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202606173774509812.html\">网页链接</a>\n\n</div>\n","source":"stock_eastmoney","collect":0,"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\" 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href=http://finance.eastmoney.com/a/202606173774509812.html><strong>华夏时报网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>山姆会员超市中国总部——沃尔玛（中国）投资有限公司（下称“沃尔玛中国”）在被监管总局约谈后，高层人事正在发生剧烈变动，6月16日换帅消息再度引发市场广泛关注，“阿里系”出身的刘鹏成为沃尔玛中国董事长、法定代表人。对此，6月17日，沃尔玛中国方面回复《华夏时报》记者称，此次变更是正常的合规更新，未涉及战略调整。于同日市场又曝出，山姆首席采购官张青因个人原因已向公司提交辞呈，将于2026年6月底正式...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202606173774509812.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","BK4504":"桥水持仓","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU2471134879.HKD":"INVESCO GLOBAL 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YEE卸任法定代表人、董事长，由刘鹏接任，并于次日引发广泛关注。6月17日，山姆首席采购官张青又被曝已向公司提交辞呈。　　刘鹏在中国零售、互联网行业拥有丰富的经验。根据官方资料，他曾就职于阿里巴巴集团，先后担任天猫国际总经理，天猫进出口业务总裁等职务；在2015年加入阿里巴巴集团前，刘鹏在好孩子中国、万得城中国、苏宁电器、海尔集团担任多个领导职务，涉足采购、市场营销等多个领域。2025年10月，刘鹏加入沃尔玛中国并担任山姆业态总裁，直接向沃尔玛中国总裁及首席执行官朱晓静汇报。　　随着刘鹏担任沃尔玛中国董事长，天眼查显示，目前沃尔玛中国高管主要人员为董事长刘鹏，董事朱晓静、郑硕怀，监事吴瑞珊。　　不过在刘鹏接任沃尔玛中国董事长之际，该公司刚经历一场严峻的挑战，6月15日，市场曝出沃尔玛中国负责人因监管发现和媒体曝光的山姆线下门店及线上网店多发的食品安全问题，被市场监管总局进行了约谈。　　针对此事，沃尔玛中国方面回复记者称，“针对约谈中监管部门所指出的问题与整改要求，我们完全认可、深刻反思并诚恳接受。目前，公司已由管理层牵头成立专项整改工作组，第一时间启动全渠道、全链路专项自查整改。我们将严格遵照相关法规及监管要求，全面优化食安管控和商品品控，严守食品安全底线、提升会员体验。我们将定期向监管部门报送整改进展，主动接受社会各界监督。”　　如今沃尔玛中国高层变化，也普遍被市场认为是沃尔玛中国被约谈后的改变信号。对此沃尔玛中国方面回复记者称，“此次沃尔玛中国证照信息变更是公司信息的正常合规更新，并未涉及业务经营、股权及公司战略调整，请不必过度解读。”　　零售专家、上海尚益咨询总经理胡春才对本报记者分析认为，“这是山姆最明智的一点，就是深刻认识到只有中国人最懂中国人的胃，欧美国家的人，很难真正理解中国人在饮食上的讲究。中国消费者对食材鲜度、口味层次、菜品变化的要求，在全球范围内都是数一数二的。”　　“山姆之所以在国内大受欢迎，根本原因在于它愿意深入中国消费者的味蕾需求，开发出大量贴合本土口味的食品类新品。这份成功不是靠简单的供应链复制，而是源于对中国饮食文化的真正尊重和洞察，而这一点，恰恰是欧美团队难以理解的。另外，还有对于中国市场的格局的理解和把握能力，比如与政府间关系的处理等，这些中国管理者都能够更合适地拿捏到恰到好处的境界。”胡春才进一步对记者解释。　　亟需解决山姆信任危机　　伴随着刘鹏就任沃尔玛中国“掌门人”，亟需解决的便是山姆的信任危机。　　山姆一直以来以每年260元或者680元的会员费，设定了区别于普通商超的准入门槛，目标顾客通常是对价格不敏感、追求高精品质的中高收入者，相对应的，山姆提供高品质的商品和突破性价格优势，为会员免去反复挑选和比价的过程。正是这种“高门槛、高承诺”的定位，使得每一次选品风波都格外引人关注。　　2025年下半年以来，山姆多次因商品质量问题受到广泛争议，2025年7月，山姆因上架好丽友、盼盼等多个国民大众品牌引发争议，后续又因有机大豆质量降级等频繁登上热搜，被大众质疑山姆选品质量下降，与普通商超的差异化优势正在收窄。　　2025年10月底，阿里巴巴集团出身的刘鹏加入沃尔玛中国，出任山姆总裁。这一人事任命引发外界关注，拥有深厚阿里电商背景的刘鹏，是否会为山姆引入低价引流、促销冲量等互联网平台常见的打法，成为一个备受关注的变量；与此同时，市场也对山姆一贯的高端定位是否会因此被稀释，产生了诸多猜测与讨论。　　时隔仅半年有余，一场突发危机让上述担忧再度浮出水面。2026年6月初，正当双汇子公司因猪肉抗生素超标被推上舆论风口浪尖之时，山姆却因对双汇产品的生产地址及公司名称进行打码处理，遭到消费者强烈质疑。再到如今被监管总局约谈，山姆的品牌信誉仍在接受市场考验。　　对于此番刘鹏就任沃尔玛中国总部董事长，嘉世咨询高级合伙人李应涛对本报记者分析称，“表面看是大众认为的电商大厂思维跟严选基因的碰撞，一种常见观点认为，山姆连最核心的严选品质尚未做到尽善尽美，此时便要加速推进数字化转型，难免令会员产生抵触情绪；但从企业经营者的视角来看，这并不完全矛盾。”　　目前，山姆正处于快速扩张过程中，截至目前，山姆在中国共有67家门店。而在2024年1月10日时，山姆中国门店数量为47家。两年多时间，山姆开设了20家门店。作为对比，同为外资会员店的开市客，根据官网信息，截至目前其在中国大陆仅有7家门店。　　“当前山姆正处于持续扩张的阶段，门店数量不断增加，触达的市场层级日益多元，覆盖的城市范围越来越广。在这种情况下，总部必须向各门店下放更多选品权与运营自主权，以实现灵活经营。但如果没有数字化体系的支撑，管理标准化便无从谈起，管理半径也难以真正下沉。正因如此，数字化成为山姆必须完成的课题。从选品到精选，从门店运营到整体效率提升，每一个环节都离不开数字化链条的贯穿。零售的终极竞争归根结底是效率之争，而效率的提升，很大程度上正依赖于数字化的支撑。”李应涛进一步对记者解释。（文章来源：华夏时报网）","news_type":1,"symbols_score_info":{"WMT":1.97,"WMTI":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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