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中国超市百强榜洗牌:盒马领跑前三,胖东来服务佳却居19位
Sou Hu Cai Jing· 2025-08-22 08:27
Core Insights - The sales revenue of China's top 100 supermarket companies reached approximately 900 billion RMB, reflecting a slight growth of 0.3%, while the total number of stores decreased significantly by 9.8% to 25,200 stores, indicating transformation challenges in the supermarket industry due to diversified consumer trends and e-commerce impacts [1] - Only 14 companies achieved both sales and store number growth, showcasing a stark polarization in performance within the industry [1] - Notable companies in the lower half of the ranking include Chongqing Department Store, Costco (China), Tianhong Digital Technology, Pang Donglai, and Beiguo Mall, with Pang Donglai achieving sales of approximately 8.094 billion RMB and 12 stores, recognized for its exceptional customer service [1] Group 1 - The top ten companies include Walmart (China), RT-Mart, Hema, Yonghui Superstores, and Wumart, with Walmart leading at a sales scale of 158.84 billion RMB and 334 stores [4][5] - Hema's innovative business model resulted in a sales revenue of approximately 75 billion RMB and 420 stores, with plans to open nearly 100 new stores in over 50 new cities this year [5] - Lianhua Supermarket achieved sales of approximately 48.64 billion RMB with 3,152 stores, focusing on providing a rich selection of goods and creating a convenient shopping experience [5] Group 2 - Jibai Holdings, Lihua Group, Henan Dazhang, Aeon (China), and Guangzhou Yichulai ranked 11th to 15th, with Jibai Holdings reporting a sales scale of approximately 12.06 billion RMB and 3,179 stores [2] - The performance of the top 100 supermarket companies highlights the competitive landscape, where only a few have successfully adapted to market changes and consumer preferences [1][2]
中国超市排名大洗牌!盒马冲进前三,胖东来服务再好也难进前十?
Sou Hu Cai Jing· 2025-08-21 11:30
Core Insights - The sales scale of China's top 100 supermarket companies reached approximately 900 billion yuan, with a year-on-year growth of 0.3%, while the total number of stores decreased by 9.8% to 25,200, indicating transformation challenges in the supermarket industry due to diversified consumer markets and e-commerce impacts [1][3] Group 1: Company Performance - Among the top 100 companies, 42 achieved positive sales growth, but only 25 increased their store numbers, with only 14 companies achieving both sales and store growth [1] - Walmart (China) led the list with a sales scale of 158.84 billion yuan and 334 stores, showcasing its strong supply chain and brand influence [5] - Hema (盒马) emerged as a strong competitor, achieving sales of approximately 75 billion yuan with 420 stores, demonstrating rapid growth and innovative strategies [6] Group 2: Operational Strategies - Some companies optimized resource allocation by closing underperforming stores and focusing on enhancing the service quality of core stores, such as Fat Donglai Supermarket, which is known for its exceptional service [3] - Companies like Jibai Holdings and Lihua Group displayed solid performance through stable operational strategies, with Jibai achieving a sales scale of approximately 12.06 billion yuan and 3,179 stores [3][5] Group 3: Market Trends - The overall decline in store numbers reflects the industry's adaptation to changing consumer preferences and the competitive landscape influenced by e-commerce [1] - The significant performance disparity among companies highlights the importance of precise market positioning, innovative business strategies, and superior service quality in navigating the competitive environment [1][3]
中国超市重新洗牌:胖东来全国仅排第19,华润第7,盒马冲进前三
Sou Hu Cai Jing· 2025-08-21 09:42
Core Insights - The Chinese supermarket industry is facing significant transformation pressures due to diverse consumer demands, e-commerce impacts, and a need for resource optimization [2] - Among the top 100 supermarkets in China, 42 companies experienced year-on-year sales growth, while only 14 achieved both sales and store count growth [2] - Walmart (China) leads the market with a sales scale of approximately 158.84 billion yuan, followed by RT-Mart and Hema [8][9] Industry Overview - The total sales scale of the top 100 supermarkets in China reached about 900 billion yuan, with a slight year-on-year growth of 0.3% [2] - The total number of stores decreased by 9.8% to 25,200 [2] - The industry is witnessing a clear differentiation among companies, with some closing underperforming stores to focus on core operations [2] Company Performance - Hema (China) ranked third with a sales figure of approximately 75 billion yuan and plans to open nearly 100 new stores [9] - Walmart (China) reported a year-on-year sales increase of 19.6% [8] - The top 5 supermarkets include Walmart (China), RT-Mart, Hema, Yonghui Superstores, and Wumart, with varying sales performances [8] Notable Companies - The 19th ranked company, Pang Donglai, emphasizes exceptional customer service, contributing to its sales of approximately 8.09 billion yuan [4] - Lianhua Supermarket, ranked 6th, has a sales scale of about 48.64 billion yuan and focuses on community convenience [6] - The 11th ranked Jibai Holdings experienced a significant sales decline of 40.3% [8]
联华超市(00980) - 公告董事会会议通告
2025-08-15 08:36
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的內容概不 負責,對其準確性或完整性亦不發表任何聲明,並明確表示,概不會就本公告 全部或任何部份內容而產生或因依賴該等內容而引致的任何損失承擔任何責 任。 (在中華人民共和國註冊成立的股份有限公司) (股份代號:00980) 公告 董事會會議通告 聯華超市股份有限公司(「本公司」)董事會(「董事會」)謹此宣佈,董事會會議 將於二零二五年八月二十八日(星期四)上午九點正舉行,以討論下列事宜: 承董事會命 獨立非執行董事: 夏大慰、李國明、陳瑋及趙歆晟。 1 1. 以考慮及批准本公司及其附屬公司截至二零二五年六月三十日止六個月 的中期業績; 2. 以考慮及批准根據《香港聯合交易所有限公司證券上市規則》將予刊登的 本公司及其附屬公司截至二零二五年六月三十日止六個月的中期業績公 告的草擬稿; 3. 以考慮及批准本公司利潤分配方案,以及宣派、建議或派付本公司的中 期股息(如有);及 4. 以處理任何其他事項(如有)。 於本公告日期,本公司的董事為: 執行董事: 王曉琰、張慧勤及朱定平; 非執行董事: 濮韶華、沈沉、曹海倫及楊琴; 聯華超市股份有限公司 公司秘書 徐 ...
比亚迪前7月汽车销量近250万辆 信义玻璃中期盈利下滑近6成
Xin Lang Cai Jing· 2025-08-01 12:37
Group 1: Company Earnings - PCCW (00008.HK) reported a revenue of HKD 18.922 billion for the first half, a year-on-year increase of 7%, with a net loss of HKD 0.445 billion, narrowing by 4% [1] - Xinyi Solar (00968.HK) recorded a revenue of HKD 10.932 billion, a decrease of 6.5% year-on-year, with a net profit of HKD 0.746 billion, down 58.8% [2] - Xinyi Glass (00868.HK) had a revenue of HKD 9.821 billion, a year-on-year decrease of 9.7%, with a net profit of HKD 1.013 billion, down 59.6% [3] - Xinyi Energy (03868.HK) reported a revenue of HKD 1.21 billion, an increase of 7.7% year-on-year, with a net profit of HKD 0.45 billion, up 23.4% [4] - DTXS Silk Road Investment (02510.HK) issued a profit warning, expecting a mid-term net profit of approximately USD 180-200 million, a year-on-year increase of about 220% to 255% [5] - Lianhua Supermarket (00980.HK) issued a profit warning, expecting a mid-term net profit of approximately HKD 25-55 million [6] - Tibet Water Resources (01115.HK) issued a profit warning, expecting a mid-term net profit of approximately HKD 36 million, a year-on-year increase of about 300% [7] - Foton Motor (00420.HK) issued a profit warning, expecting a mid-term net profit of HKD 30.7 million, turning from loss to profit [8] - Hong Kong Travel (00308.HK) issued a profit warning, expecting a mid-term net loss exceeding HKD 70 million, turning from profit to loss [9] - Poly Property Group (00119.HK) issued a profit warning, expecting a mid-term net profit to decline by 40%-50% year-on-year [10] - Kefu Shan Group Holdings (08512.HK) issued a profit warning, expecting a mid-term net profit to decrease to approximately HKD 43-47 million [11] - Mobi Development (00947.HK) issued a profit warning, expecting a mid-term net loss of approximately HKD 32 million [12] - Changmao Biochemical Engineering (00954.HK) issued a profit warning, expecting a mid-term net loss of approximately HKD 24-27 million [13] - Yunyou Holdings (00484.HK) issued a profit warning, expecting a mid-term net loss to increase to approximately HKD 21 million [14] - Weiya Li (00854.HK) issued a profit warning, expecting a mid-term net profit of approximately HKD 15-25 million, turning from loss to profit [15] Group 2: Automotive Sales - BYD Company (01211.HK) reported sales of approximately 2.4903 million new energy vehicles in the first seven months, a year-on-year increase of 27.35% [16] - Great Wall Motors (02333.HK) reported total vehicle sales of approximately 674,200 units in the first seven months, a year-on-year increase of 3.57% [17] - Li Auto (02015.HK) delivered 30,731 new vehicles in July [18] - Geely Automobile (00175.HK) reported total vehicle sales of 237,700 units in July, a year-on-year increase of approximately 58% [19] Group 3: Company News - Sinopec Engineering (02386.HK) signed a front-end engineering design (FEED) contract for a large green hydrogen project in Yanbu, Saudi Arabia, with a contract value expected to reach several billion USD [20] - InnoCare Pharma (02577.HK) partnered with NVIDIA to jointly promote the large-scale implementation of 800 VDC power architecture in AI data centers [21] - Zijin Mining (02899.HK) received parliamentary approval for the mining lease of the Akyem gold mine in Ghana, with a total transaction value of USD 1 billion [22] - Codex-B (02487.HK) received approval from the Hong Kong Department of Health for the listing of CU-40102 (topical finasteride spray) for the treatment of androgenetic alopecia [23] - Mixue Group (02097.HK) subscribed to a wealth management product from Pudong Development Bank, involving an investment of HKD 300 million [24] Group 4: Buyback Activities - Hang Seng Bank (00011.HK) repurchased 200,000 shares at a cost of approximately HKD 22.5922 million, with repurchase prices ranging from HKD 112.4 to 114.3 [25] - Vitasoy International (00345.HK) repurchased 1.844 million shares at a cost of approximately HKD 16.89 million, with repurchase prices ranging from HKD 9.14 to 9.17 [26]
联华超市(00980.HK)盈喜:预计中期盈利2500万至5500万元
Ge Long Hui· 2025-08-01 09:07
格隆汇8月1日丨联华超市(00980.HK)发布公告,较截至2024年6月30日止六个月的归属于公司股东的净 亏损约为人民币5480.9万元,集团预计截至2025年6月30日止六个月的业绩将录得归属于公司股东的盈 利,盈利约为人民币2500万元至人民币5500万元。预期的盈利主要得益于集团整体战略规划调整,出售 子公司股权收益,以及优化资源配置,减少亏损。 ...
联华超市发盈喜 预计中期盈利约2500万至5500万元
Zhi Tong Cai Jing· 2025-08-01 09:01
预期的盈利主要得益于集团整体战略规划调整,出售子公司股权收益,以及优化资源配置,减少亏损。 联华超市(00980)发布公告,较截至2024年6月30日止六个月的归属于公司股东的净亏损约为人民币 5480.9万元,集团预计截至2025年6月30日止六个月的业绩将取得归属于公司股东的盈利,盈利约为人 民币2500万元至5500万元。 ...
联华超市(00980)发盈喜 预计中期盈利约2500万至5500万元
智通财经网· 2025-08-01 09:00
智通财经APP讯,联华超市(00980)发布公告,较截至2024年6月30日止六个月的归属于公司股东的净亏 损约为人民币5480.9万元,集团预计截至2025年6月30日止六个月的业绩将取得归属于公司股东的盈 利,盈利约为人民币2500万元至5500万元。 预期的盈利主要得益于集团整体战略规划调整,出售子公司股权收益,以及优化资源配置,减少亏损。 ...
联华超市(00980) - 正面盈利预告
2025-08-01 08:51
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的內容概不 負責,對其準確性或完整性亦不發表任何聲明,並明確表示,概不會就本公告 全部或任何部份內容而產生或因依賴該等內容而引致的任何損失承擔任何責 任。 (在中華人民共和國註冊成立的股份有限公司) (股份代號:00980) 正面盈利預告 本公告乃本公司根據上市規則第13.09(2)條及證券及期貨條例(香港法例第 571章)第XIVA部關於內幕消息之規定而作出。 董事會謹此通知本公司股東及有意投資者,較截至二零二四年六月三十日 止六個月之歸屬於本公司股東之淨虧損約為人民幣5,480.9萬元,本集團預 計截至二零二五年六月三十日止六個月之業績將錄得歸屬於本公司股東之 盈利,盈利幅度約為人民幣2,500.0萬元至人民幣5,500.0萬元。 股東及潛在投資者於買賣本公司股份時務請審慎行事。 本公告乃聯華超市股份有限公司(「本公司」,連同其附屬公司合稱為「本集 團」)根據香港聯合交易所有限公司證券上市規則(「上市規則」)第13.09(2)條 及證券及期貨條例(香港法例第571章)第XIVA部關於內幕消息(定義見上市規 則)之規定而作出。 於本公告日期,本公司 ...
联华超市(00980) - 月报表 - 截至二零二五年七月三十一日止月份之股份发行人的证券变动月报表
2025-08-01 05:05
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 致:香港交易及結算所有限公司 公司名稱: 联华超市股份有限公司 呈交日期: 2025年8月1日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00980 | 說明 | | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | | 法定/註冊股本 | | | 上月底結存 | | | 372,600,000 | RMB | | | 1 RMB | | | 372,600,000 | | 增加 / 減少 (-) | | | | | | | RMB | | | | | 本月底結存 | | | 372,600,000 | RMB | | | 1 RMB | | | 372,600,000 | | ...