截至月份: 2025年8月31日 狀態: 新提交 致：香港交易及結算所有限公司 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 公司名稱: 國美零售控股有限公司 呈交日期: 2025年9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 | 本月底法定/註冊股本總額： HK ...

Core Insights - Gome Retail Holdings Limited (00493.HK) reported a significant increase in sales revenue for the first half of 2025, reaching RMB 297 million, which represents a 75.74% growth compared to RMB 169 million in the same period last year [1] - The company's gross profit for the reporting period was RMB 20 million, up 11.11% from RMB 18 million year-on-year [1] - The attributable loss to equity holders of the parent company was reduced to RMB 1,346 million, a 69.63% decrease from RMB 4,432 million in the previous year [1]

Core Viewpoint - Gome Retail (00493) reported a significant recovery in its mid-term performance for the six months ending June 30, 2025, with a revenue of RMB 297 million, a year-on-year increase of 75.74%, indicating a positive trend in the domestic economy and consumer spending [1] Financial Performance - The company achieved a revenue of RMB 297 million, reflecting a 75.74% year-on-year growth [1] - Gross profit reached RMB 20 million, up 11.11% year-on-year [1] - The loss attributable to shareholders narrowed to RMB 1.346 billion, a 69.63% improvement compared to the previous year [1] - Earnings per share reported a loss of 2.8 cents [1] Industry Context - The domestic economy met growth expectations, supported by government policies that stimulated consumer spending, particularly in durable goods like home appliances [1] - Signs of recovery in the industry are becoming evident, with measures such as trade-in programs and equipment upgrades contributing to the rebound [1] Strategic Initiatives - The company plans to focus on three core initiatives: debt resolution, expansion of a light-asset model, and cultivation of new growth points [2] - Management aims to reach consensus with major creditors on debt solutions, setting a precedent for other creditors [2] - The company targets to become a leading comprehensive service provider by integrating online and offline franchise networks, supply chains, and financial services [2] - The Gome Car Market project will continue to be advanced, alongside exploration of new business opportunities aligned with national strategies [2]

Core Viewpoint - Gome Retail reported a significant revenue increase of 75.74% year-on-year, indicating a recovery in performance after a challenging period, driven by favorable economic conditions and strategic initiatives [1] Financial Performance - Revenue reached RMB 297 million, up 75.74% year-on-year [1] - Gross profit was RMB 20 million, reflecting an 11.11% increase [1] - Loss attributable to shareholders narrowed to RMB 1.346 billion, a 69.63% improvement [1] - Earnings per share reported a loss of 2.8 cents [1] Industry Context - The domestic economy achieved expected growth targets, with government policies stimulating consumer spending in durable goods [1] - Signs of recovery in the home appliance sector are emerging, supported by initiatives such as trade-in programs and equipment upgrades [1] Strategic Initiatives - The company is focusing on three core strategies: debt resolution, expansion of a light-asset model, and cultivation of new growth points [2] - Management aims to reach consensus with major creditors on debt solutions, setting a precedent for other creditors [2] - The company plans to integrate online and offline strategies, supply chain development, and become a leading comprehensive service provider in the industry [2] - Continued progress on the Gome Car Market project and exploration of new business opportunities aligned with national strategies [2]

Financial Performance - GOME Retail Holdings Limited reported revenue of RMB 296.63 million for the first half of 2025, a significant increase of 75.6% compared to RMB 169.16 million in the same period of 2024[3]. - The company recorded a loss attributable to owners of the parent of RMB 1.35 billion in the first half of 2025, an improvement from a loss of RMB 4.43 billion in the first half of 2024, representing a reduction of 69.5%[4]. - Basic and diluted loss per share for the first half of 2025 was RMB 0.028, compared to RMB 0.094 in the same period of 2024[4]. - Gross profit for the first half of 2025 was RMB 20.46 million, up from RMB 17.96 million in the first half of 2024, indicating a positive trend in profitability[4]. - Other income and gains increased significantly to RMB 716.28 million in the first half of 2025, compared to RMB 224.23 million in the same period of 2024, marking an increase of 219.5%[4]. - The group reported revenue from customer contracts of RMB 296,629,000 for the six months ended June 30, 2025, compared to RMB 169,160,000 for the same period in 2024, representing a growth of approximately 75.5%[26]. - The group recorded a pre-tax loss for the six months ended June 30, 2025, was significantly impacted by a cost of sales of RMB 276,169,000, up from RMB 151,200,000 in 2024, indicating an increase of approximately 82.8%[27]. - The group reported a pre-tax loss of RMB 1,365 million, a reduction of 69.01% from a loss of RMB 4,404 million in the same period last year[64]. Expenses and Cost Management - Marketing expenses decreased to RMB 129.72 million in the first half of 2025 from RMB 193.05 million in the same period of 2024, reflecting a cost control strategy[4]. - Operating expenses, including marketing and management expenses, decreased to RMB 512 million from RMB 747 million in the previous year, reflecting a reduction of 31.5%[53]. - Management expenses decreased to RMB 383 million from RMB 554 million, a reduction of 30.87%[58]. - The group recorded other expenses and losses of RMB 622 million, a decrease from RMB 1,926 million in the same period last year[60]. - The net financial cost for the group was RMB 968 million, compared to RMB 912 million in the same period last year[63]. Debt and Financial Position - The company reported a net debt of RMB 22.03 billion as of June 30, 2025, compared to RMB 20.62 billion as of December 31, 2024, indicating an increase in leverage[8]. - The company has reached a preliminary debt-to-equity agreement with a financial institution for a loan of RMB 550 million, aiming to demonstrate a positive effect on other financial institutions considering similar debt solutions[12]. - The company is actively negotiating with convertible bondholders regarding a total principal amount of USD 273,742,000 (approximately RMB 1,959,607,000) for repayment solutions, including asset transfers and equity issuance[16]. - The group’s total borrowings amounted to RMB 23,364 million, with a debt to loss ratio of 106.05%, down from 112.45% at the end of 2024[78]. - The company has issued convertible bonds with a total value of USD 200 million, with an initial conversion price of HKD 1.215 per share, potentially resulting in the issuance of up to 1,300,000,000 shares[45]. Assets and Liabilities - Total non-current assets as of June 30, 2025, were RMB 16.97 billion, down from RMB 17.82 billion as of December 31, 2024[7]. - Current liabilities totaled RMB 41.83 billion as of June 30, 2025, slightly up from RMB 41.27 billion as of December 31, 2024[8]. - Accounts receivable as of June 30, 2025, amounted to RMB 182,713,000, an increase from RMB 166,127,000 as of December 31, 2024[36]. - Total accounts payable as of June 30, 2025, is RMB 4,832,542,000, a decrease from RMB 5,107,155,000 as of December 31, 2024[39]. - The company’s net asset value of certain properties in mainland China used as collateral is RMB 2,615,998,000 as of June 30, 2025, down from RMB 3,049,670,000 as of December 31, 2024[43]. Strategic Initiatives and Future Outlook - GOME Retail Holdings Limited continues to focus on expanding its online sales network and managing retail stores for consumer electronics and appliances in China[9]. - The management anticipates significant policy benefits at the national level in the second half of 2025, aiming to leverage this opportunity for operational recovery[84]. - The group is focused on three core initiatives: debt resolution, accelerating the light-asset model, and cultivating new growth points[83]. - The group is advancing the Gome Car Market project and exploring new business opportunities aligned with national strategies[83]. - The company is actively pursuing debt resolution strategies and has made significant progress in its debt management efforts during the reporting period[52]. Dividend and Shareholder Information - The group has not declared an interim dividend for the six months ended June 30, 2025, as per the board's resolution on August 29, 2025[33]. - The board does not recommend the distribution of an interim dividend for the six months ending June 30, 2025[85]. - The group entered into an agreement to settle a USD 100 million convertible bond by transferring property and issuing new shares, which was approved by shareholders on July 17, 2025[87]. Operational Metrics - The group has over 99% of its non-current assets located in mainland China, indicating a strong geographical concentration[24]. - The group employed 476 staff members, with compensation based on individual performance and market salary levels[82]. - Inventory decreased by 20% to RMB 96 million from RMB 120 million at the end of 2024, with inventory turnover days reduced from 231 days to 71 days[68].

Market Overview - The Hang Seng Index closed at 25,201.76 points, down 1.27% [1] - The Hang Seng Tech Index closed at 5,697.53 points, down 1.47% [1] - The China Enterprises Index closed at 9,020.26 points, down 1.40% [1] - The Red Chip Index closed at 4,273.29 points, down 1.62% [1] Top Gainers - Nongfu Spring rose over 7% to 50.250 HKD [1][2] - NIO-SW increased over 4% to 51.700 HKD [1][2] - Shanghai Fudan and WanGuo Data-SW both rose over 1% [1][2] Top Losers - Beike-W fell over 6% to 47.200 HKD [1][2] - Naixue's Tea and Stone Pharmaceutical Group both dropped over 5% [1][2] - Li Ning, Alibaba Health, and Pop Mart fell over 4% [1][2] - JD Logistics, Zhou Hei Ya, and Mengniu Dairy declined over 3% [1][2] - Other notable declines include Zhou Dafu, Dongfang Zhenxuan, and Haidilao, all down over 2% [1][2]

Group 1 - The company, Gome Retail (00493.HK), announced that its board meeting will be held on August 29, 2025, to review the performance for the six months ending June 30, 2025 [1] - The meeting will also discuss any other matters that may arise [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公告之內容概不負責，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公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。 GOME RETAIL HOLDINGS LIMITED 國美零售控股有限公司 * （於百慕達註冊成立之有限公司） （股份代號：493） 董事會會議通告 國美零售控股有限公司（「本公司」）董事會（「董事會」）僅此宣佈，本公司董事會 會議將於2025年8月29日（星期五）舉行，以其中包括(i)審議本公司及其附屬公司 截至2025年6月30日止六個月的業績情況；及(ii)商議任何其他事項。 承董事會命 國美零售控股有限公司 執行董事 鄒曉春 香港，2025年8月19日 於本公告日期，董事會包括執行董事鄒曉春先生、丁江寧先生及魏婷女士以及獨立 非執行董事王高先生、雷偉銘先生及劉胤宏先生。 * 僅供識別 ...

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7月31日 狀態: 新提交 | 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 | 本月底法定/註冊股本總額： HKD 5,000,000,000 致：香港交易及結算所有限公司 公司名稱: 國美零售控股 ...

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。 GOME RETAIL HOLDINGS LIMITED 國美零售控股有限公司 * （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」）。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。 本公司謹此提供自該年報刊發日期（即2025年4月30日）起 ...