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In fact, demand in the Chinese-style neighborhood snack segment is enormous. Shaxian Snacks and Hangzhou Xiaolongbao each have more than 10,000 and 30,000 stores nationwide, respectively. Although Yuanji Foods, with over 4,000 stores (nearly 1,500 in the Yangtze River Delta), ranks among the leaders, most brands in the sector are still mainly mom-and-pop operations, with weak quality control and fragmented supply chains. A comparable listed company in the same category, Babi Food, also focuses on neighborhood breakfast and snack scenarios and has achieved scaled expansion through franchising. However, Babi Food is positioned as more affordable, with an average ticket size of RMB 12–15—well below Yuanji Foods’ roughly RMB 20—while offering a broader product range that includes buns, steamed buns, and other breakfast items. Its supply-chain buildout is also more mature, giving it an edge in gross margin.
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据了解，董明珠今年两会提案重点围绕“规范平台经济、促进绿色消费和维护市场公平”提出五项建议，包括：压实电商平台打假责任、规范二手家电（核心股）市场、推广全生命周期节能采购、完善线上税收监管、促进线上线下商业协调发展。