股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年10月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 國美零售控股有限公司 呈交日期: 2025年11月3日 FF301 II. 已發行股份及/或庫存股份變動 | 1. 股份分類 | 普通股 | | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00493 | 說明 | | | | | | | | | | 已發行股份（不包括庫存股份）數目 | | | 庫存股份數目 | | 已發行股份總數 | | | 上月底結存 | | | | 47,891,079,199 | | 0 | | 47,891,079,199 | | 增加 / 減少 (-) | | | | | | | | | | 本月底結存 | | | | 47,891,079,199 | | 0 | | 47,891,079,199 | 第 2 頁 共 10 頁 v 1.1. ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本通告之內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示概不就因本通告全部或任何部份內容而產生或因依賴 該等內容而引致之任何損失承擔任何責任。 （於百慕達註冊成立之有限公司） （股份代號：493） 有關解決核數師無法表示意見之行動計劃執行情況季度更新 茲提述國美零售控股有限公司（「本公司」，連同其附屬公司統稱為「本集團」）於 2025年4月30日刊發之截至2024年12月31日止年度（「2024年度」）年報（「該年 報」）及本公司日期為2025年7月30日之季度更新公告。除文義另有所指外，本公 告所用之詞彙與該年報所界定者具有相同涵義。 本公司董事會（「董事會」）希望提供本公司股東及潛在投資者本集團更新狀況。 如該年報所披露，由於涉及持續經營能力之多項不確定因素（詳見該年報第65至 66頁），本公司核數師未能對本集團2024年度之綜合財務報表發表意見（「無法表 示意見」）。本公司擬實施該年報第60頁所述之行動計劃（「行動計劃」）以解決無法 表示意見問題。 本公司謹此提供截至本公告日期行動計劃之執行進展： (i) 與部分供應商、服務提供商、房東、金 ...

Core Viewpoint - Gome's founder Huang Guangyu is making a significant pivot into the hydrogen energy sector, establishing Beijing Gome Hydrogen Energy Technology Co., Ltd. and quickly forming strategic partnerships, reflecting a desperate attempt to revive the struggling retail business [5][6][12]. Group 1: Company Overview - Beijing Gome Hydrogen Energy was established on September 10 with a registered capital of 10 million yuan, controlled by Huang Guangyu [5][12]. - The company aims to cover multiple core areas of the hydrogen energy industry, including hydrogen production, storage, fuel cells, and related technologies [13]. - Huang Guangyu's rapid actions, including attending a hydrogen energy conference and signing a strategic cooperation agreement with Guohua Technology, indicate a strong commitment to this new venture [12][13]. Group 2: Financial Challenges - Gome Retail has faced severe financial difficulties, with a market value dropping below 1 billion HKD as of September 19, a significant decline from its peak [5][6]. - The company has reported continuous losses since 2017, with a net profit loss of 11.63 billion yuan in 2024, marking a 15.63% increase in losses year-over-year [18]. - Gome's total liabilities reached 42.2 billion yuan, with a debt-to-asset ratio of 209.23%, indicating a precarious financial situation [18]. Group 3: Industry Context - The hydrogen energy sector is characterized by its early-stage development, requiring substantial investment and long-term technological accumulation [22][23]. - There are over 3,000 companies involved in the hydrogen industry in China, leading to challenges in industry chain collaboration and market maturity [23]. - The current hydrogen energy market faces uncertainties, including the need for policy support and the lack of clear carbon trading benefits for hydrogen energy companies [23][24].

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年9月30日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 國美零售控股有限公司 呈交日期: 2025年10月2日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00493 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 200,000,000,000 | HKD | | 0.025 | HKD | | 5,000,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 | | | 200,000,000,000 | HKD | | 0.025 | HKD | | 5,000,000,000 ...

GOME RETAIL HOLDINGS LIMITED 國美零售控股有限公司* (Incorporated in Bermuda with limited liability) （於百慕達註冊成立之有限公司） (Stock code 股份代號：493) NOTIFICATION LETTER 通知信函 Dear Registered Shareholders, 26 September 2025 GOME Retail Holdings Limited (the "Company") Notification of publication of Interim Report 2025 (the "Current Corporate Communication") The English and Chinese versions of the Company's Current Corporate Communications are now available on the Company's website at www.gome.com.hk and the website of The Stock E ...

GOME RETAIL HOLDINGS LIMITED 國美零售控股有限公司* (Incorporated in Bermuda with limited liability) （於百慕達註冊成立之有限公司） (Stock code 股份代號：493) NOTIFICATION LETTER 通知信函 Dear Non-registered Holder(s) (Note 1) , GOME Retail Holdings Limited (the "Company") Notification of publication of Interim Report 2025 (the "Current Corporate Communication") The English and Chinese versions of the Company's Current Corporate Communications are available on the Company's website at www.gome.com.hk and the website of The Stock Exchange of ...

Financial Performance - In the first half of 2025, GOME Retail Holdings recorded revenue of RMB 297 million, a 75.74% increase compared to RMB 169 million in the same period of 2024[6]. - The gross profit for the first half of 2025 was RMB 20 million, up 11.11% from RMB 18 million in the previous year[8]. - The net loss attributable to the owners of the parent company was RMB 1,346 million, a significant reduction of 69.63% from RMB 4,432 million in the same period last year[6]. - The group's sales revenue for the reporting period was RMB 297 million, an increase of 75.74% compared to RMB 169 million in the same period last year[21]. - Other income and gains amounted to RMB 716 million, a 219.64% increase from RMB 224 million in the previous year, primarily due to gains from the disposal of subsidiaries and property[23]. - The group reported a total comprehensive loss of RMB 1,397,279 thousand for the six months ended June 30, 2025, compared to a total comprehensive loss of RMB 4,431,909 thousand for the same period in 2024, indicating a significant reduction in losses[61]. - The company reported a net loss attributable to owners of the parent of RMB 1.35 billion for the first half of 2025, compared to RMB 4.43 billion in the same period of 2024, marking a significant improvement[55]. Cost Management - Operating expenses decreased to RMB 512 million from RMB 747 million year-on-year, indicating a cost reduction strategy[8]. - Marketing expenses totaled RMB 130 million, a decrease of 32.64% from RMB 193 million in the previous year, with significant reductions in employee-related costs and advertising expenses[24]. - Management expenses were RMB 383 million, down 30.87% from RMB 554 million in the previous year, largely due to a decrease in depreciation expenses[25]. - Other expenses and losses recorded during the reporting period amounted to RMB 622 million, a decrease from RMB 1,926 million in the same period last year[28]. Debt and Financial Strategy - The group is actively working on debt resolution through various strategies, including debt-to-equity swaps and asset disposals, aiming to complete part of the debt resolution by 2025[12]. - The company has initiated discussions with financial institutions regarding a preliminary debt-to-equity swap agreement for a loan of RMB 550 million[69]. - The company has reached preliminary debt-to-equity swap agreements with two major suppliers totaling approximately RMB 537 million[70]. - The group has a capital commitment of RMB 480 million and is actively negotiating loan terms with relevant banks[46]. - The company is actively negotiating with banks to restructure loans and extend repayment terms to alleviate liquidity pressure[68]. Market and Economic Context - The domestic economy achieved a growth rate of 5.3% in the first half of 2025, slightly exceeding expectations, supported by active macro policies[9]. - The retail sales of consumer goods increased by 5.0% year-on-year, contributing 52% to GDP growth, with home appliances and automotive sectors showing strong performance[9]. - The government has allocated RMB 300 billion in special bonds to support consumption upgrades, doubling the funding scale from the previous year[10]. - The company is optimistic about the recovery of the retail market, driven by policies promoting consumption and the stabilization of the real estate market[10]. Business Development and Innovation - The company has made substantial progress in debt resolution and strategic transformation, focusing on light-asset business expansion and nurturing new growth points[11]. - GOME Retail is accelerating efforts in innovative franchise models and new business projects, achieving notable progress during the reporting period[8]. - The group has established a new automotive experience center, marking its entry into the automotive circulation sector, with the first center opening on April 29, 2025[14]. - The group continues to implement a light-asset franchise model, focusing on sales, revenue, and positive cash flow, with an emphasis on brand authorization and supply chain innovation[13]. Employee and Governance - The group has a total of 476 employees as of June 30, 2025, with ongoing efforts to optimize recruitment and training strategies[20]. - The group has adopted a corporate governance code, ensuring that independent directors constitute at least one-third of the board, enhancing overall governance standards[17]. - The group did not recommend the distribution of interim dividends for the six months ended June 30, 2025[89]. - All directors confirmed compliance with the standard code of conduct throughout the reporting period[135]. Assets and Liabilities - Total liabilities as of June 30, 2025, included secured accounts payable of RMB 339 million and interest-bearing bank and other borrowings of RMB 20.63 billion[52]. - Non-current assets totaled RMB 16.97 billion as of June 30, 2025, down from RMB 17.82 billion at the end of 2024, a decrease of about 4.8%[58]. - The group's cash and cash equivalents at the end of the reporting period were RMB 75 million, an increase from RMB 49 million at the end of 2024[37]. - Inventory at the end of the reporting period was RMB 96 million, a decrease of 20% from RMB 120 million at the end of 2024[38]. - The total assets as of June 30, 2025, were not explicitly stated but can be inferred from the liabilities and equity figures, indicating a challenging financial position[60]. Legal and Compliance - The total amount involved in unresolved litigation cases as of June 30, 2025, is RMB 4.6 billion, down from RMB 5.5 billion as of December 31, 2024[106]. - The group has 1,633 court-ruled cases involving a total amount of RMB 16.2 billion as of June 30, 2025, compared to RMB 14.6 billion as of December 31, 2024[106]. - The audit committee reviewed the company's interim performance and internal controls for the six months ended June 30, 2025[137].

Core Viewpoint - Huang Guangyu's entry into the hydrogen energy sector represents both a strategic attempt to find new growth avenues for Gome Group and a response to the stagnation of its retail business [2][5]. Group 1: Business Strategy and Developments - Huang Guangyu has diversified Gome's business beyond retail, including ventures into hydrogen energy and new energy vehicle sales, but these efforts have not significantly restored Gome's market position [1][2]. - Gome Hydrogen Energy Technology Co., Ltd. was registered on September 10, with a registered capital of 10 million yuan, aiming to cover all core aspects of the hydrogen energy industry [5]. - A strategic partnership was formed with State Power Investment Corporation's hydrogen technology subsidiary, focusing on operational capabilities while leveraging Gome's commercial network [5]. Group 2: Financial Performance and Challenges - Gome's revenue plummeted from 46.48 billion yuan in 2021 to 474 million yuan in 2024, with a total net loss of 46.05 billion yuan over four years [10]. - The number of Gome's stores decreased from 4,195 at the end of 2021 to just 163 by the end of 2024, alongside a significant reduction in employee count from 32,278 to 606 [10]. - As of June 30, the company faced a total current liability of 41.825 billion yuan, with cash and cash equivalents at only 7.5 million yuan, indicating severe cash flow issues [12]. Group 3: Future Outlook and Strategic Goals - Gome aims to address its debt burden and improve performance through a focus on light asset models and the cultivation of new growth points [14]. - The company is in a critical phase where it must navigate both debt resolution and performance improvement, akin to a new entrepreneurial venture [15].

Core Viewpoint - Huang Guangyu, the founder of Gome Group, has officially entered the energy sector by establishing Beijing Gome Hydrogen Energy Technology Co., Ltd, marking a strategic shift as the company seeks to explore new business opportunities amid declining retail performance [1][2]. Company Overview - Gome Hydrogen Energy is established with a registered capital of 10 million yuan, with Huang Guangyu's Beijing Pengrun Investment Co., Ltd holding 80% of the shares, followed by Beijing Hydrogen Source Chip Energy Technology Co., Ltd at 15%, and Beijing Hydrogen and Technology Co., Ltd at 5% [2]. - The company operates in the technology promotion and application service industry, focusing on emerging energy technology research and development, energy storage technology services, and sales of various energy-related products [2]. Market Expansion - Following its establishment, Gome Hydrogen Energy has begun market expansion, signing a strategic cooperation agreement with Guohydrogen Technology on September 15, aiming to leverage both companies' strengths to promote hydrogen energy vehicles and hydrogen refueling stations during the 14th Five-Year Plan period [2]. Financial Performance - Gome Group's main retail segment reported a total revenue of 474 million yuan in 2024, a year-on-year decline of 26.76%, with a net loss attributable to the parent company reaching 11.629 billion yuan [3]. - The company has faced significant financial challenges, with revenues dropping from 46.484 billion yuan in 2021 to 6.47 billion yuan in 2023, alongside increasing net losses [5]. Strategic Initiatives - Gome has previously ventured into the automotive sector with the launch of the "Gome Car Market" platform, aiming to combine online traffic generation with offline deep experience scenarios [4]. - The company has set ambitious goals to replicate its business model across the country, despite past challenges in the automotive sector due to market competition and operational pressures [4][5]. Historical Context - Huang Guangyu founded Gome in 1987 and led it to become a leading player in the home appliance retail industry, but faced significant challenges after his imprisonment in 2008, leading to a decline in the company's market position [5]. - After returning to Gome in 2021, Huang aimed to restore the company's market standing within 18 months, but the company has continued to struggle with substantial losses and operational difficulties [5].

Group 1 - The core point of the article is that Huang Guangyu, the former richest man in China, is betting on the hydrogen energy sector as a strategy for recovery amid the ongoing financial struggles of Gome Retail, which has reported continuous losses for eight years [2][4]. - Gome Retail's revenue for 2024 has decreased by 26.7% year-on-year to 474 million yuan, a staggering drop of over 97% compared to its peak revenue of 17.444 billion yuan in 2022, with a net loss of 11.629 billion yuan, widening by 15.63% year-on-year [2][3]. - Gome's subsidiaries are facing bankruptcy proceedings, indicating a systemic debt crisis, and the scope of bankruptcy may expand further [2][3]. Group 2 - Gome Hydrogen Energy Technology Co., Ltd. was established with a registered capital of 10 million yuan, with Huang Guangyu's Beijing Pengrun Investment Co., Ltd. holding 80% of the shares [1][3]. - The company operates in the emerging energy technology sector, covering key areas of the hydrogen energy industry chain, including hydrogen production, storage, fuel cells, and vehicle sales [3][4]. - Market reactions to Huang Guangyu's move into hydrogen energy are mixed, with supporters praising his strategic vision while critics express concerns over his lack of industry experience [4][7]. Group 3 - The trend of traditional companies entering the new energy sector is growing, driven by the dual carbon goals, with many companies diversifying through asset swaps, joint ventures, and acquisitions [5][6]. - Companies like Skyworth and Gree Electric Appliances are transforming their business models to integrate renewable energy solutions, showcasing a shift from traditional manufacturing to energy service providers [6][7]. - The hydrogen energy industry is characterized by high technical and capital intensity, requiring significant investment for research and commercialization, which poses risks for companies like Gome that are already financially strained [7][8].