Core Viewpoint - The opening of AEON STYLE by AEON and the "胖东来模式" by Yonghui on the same day marks a significant competition in the Guangzhou supermarket market, reflecting a shift from traditional large-scale retail to a focus on quality and customer experience [1][2][3] Company Developments - AEON's Tianhe City store has undergone a significant transformation, reducing its size to about one-third of the original, and aims to create a differentiated shopping experience with fresh and high-quality products [1][3] - Yonghui's new store in Zhonghua Plaza has introduced a new product structure with 69% of products being newly added, and an increase in imported goods to 19.5%, focusing on high-quality fresh products for the upcoming holidays [5][10] - Both companies are adapting their strategies to enhance customer experience, with AEON emphasizing fresh and unique offerings, while Yonghui focuses on service upgrades and product iteration [3][5] Industry Trends - The retail sector in Guangdong is transitioning from a "scale-oriented" approach to a "value-oriented" model, with a growing emphasis on quality retail that prioritizes customer experience [3][12] - The competition between AEON and Yonghui illustrates a broader trend in the supermarket industry, where traditional models are under pressure, and innovation is necessary for survival [8][11] - The Guangdong-Hong Kong-Macao Greater Bay Area is seen as a key market for retail innovation, with increasing consumer traffic and a growing demand for high-quality products [11][12]

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) | 00984 | 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 | | | 260,000,000 | | 0 | | 260,000,000 | | 增加 / 減少 (-) | | | 0 | | 0 | | | | 本月底結存 | | | 260,000,000 | | 0 | | 260,000,000 | 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: | 永旺(香港)百貨有限公司 | | | 呈交日期: | 2025年10月2日 | ...

Core Viewpoint - AEON (00984.HK) has announced a warehouse lease agreement with Foshan Pufeng Warehousing Operations, extending its rental terms for existing and additional warehouse space to support its retail operations [1] Group 1: Lease Agreement Details - The company has entered into a warehouse agreement as a renewal, effective from December 1, 2025 [1] - The lease for additional warehouse space will commence on either August 1, 2025, or January 1, 2026, depending on circumstances [1] - AEON GD has been leasing the warehouse from the owner since November 14, 2016, for warehouse purposes to support its retail business [1]

Core Viewpoint - AEON has entered into a warehouse agreement to extend its lease and acquire additional warehouse space to support its retail operations, indicating a strategic move to enhance logistics capabilities [1] Group 1: Lease Agreement Details - AEON GD, a subsidiary of AEON, has signed a warehouse agreement with the owner Foshan Pufeng Warehousing Operations to renew the lease of a warehouse unit in the Prologis Shunde Chen Village Logistics Park [1] - The lease renewal will take effect from December 1, 2025, with additional warehouse space to be leased starting either August 1, 2025, or January 1, 2026, depending on circumstances [1] - AEON GD has been leasing the warehouse since November 14, 2016, for the purpose of supporting its retail business [1] Group 2: Background of the Lease - The supplementary lease agreement that AEON GD has been operating under will expire on November 30, 2025 [1] - The new warehouse agreement is a continuation of AEON GD's commitment to its logistics and operational needs in the retail sector [1]

Core Viewpoint - AEON GD, a subsidiary of AEON, has entered into a warehouse agreement to renew its lease and add additional warehouse space, supporting its retail operations [1] Group 1: Lease Agreement Details - The warehouse agreement was signed with the owner Foshan Pufeng Warehousing Operations, effective from December 1, 2025 [1] - The additional warehouse lease will commence on either August 1, 2025, or January 1, 2026, depending on circumstances [1] - AEON GD has been leasing the warehouse since November 14, 2016, to support its retail business [1] Group 2: Lease Extension Context - The supplementary lease agreement will expire on November 30, 2025, prompting the need for the new warehouse agreement [1] - The new agreement extends the leasing terms and includes the leasing of additional warehouse space [1]

永 旺 (香 港 )百 貨 有 限 公 司 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佈之內容概不負責，對其 準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公佈全部或任何部份內 容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 AEON STORES (HONG KONG) CO., LIMITED (於香港註冊成立之有限公司) (股份代號: 984) 公告 有關倉庫協議的主要交易 茲提述本公司日期為 2022 年 12 月 1 日就(其中包括)本公司非全資附屬公司 AEON GD 與業主就租賃倉庫訂立的過往補充租賃協議，租賃期將於 2025 年 11 月 30 日屆滿。 董事會欣然宣佈，於 2025 年 9 月 30 日，AEON GD (作為承租人)及業主(作為業主)訂 立倉庫協議(實質為續訂協議)，以續租倉庫，租期自 2025 年 12 月 1 日起，及租賃附 加倉庫，租期自 2025 年 8 月 1 日或 2026 年 1 月 1 日起 (視乎情況而定)。自 2016 年 11 月 14 日起，AEON GD 已向業主租用倉庫，作為倉庫用途，以支援 AEON GD 的零售業務。 ...

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佈之內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示，概不對因本公佈全部或任何部份內容而產生或因 倚賴該等內容而引致的任何損失承擔任何責任。 AEON STORES (HONG KONG) CO., LIMITED 永 旺 (香 港 )百 貨 有 限 公 司 (於香港註冊成立之有限公司) (股份代號: 984) 由於本公司需要額外時間審定將載入通函之若干資料，現預期該通函將於 2025 年 10 月 31 日 或之前寄發。 承董事會命 永旺(香港)百貨有限公司 主席 後藤俊哉 香港，2025 年 9 月 30 日 於本公告日期，執行董事為長島武德先生及久永晋也先生；非執行董事為後藤俊哉先生、猪 原弘行先生及横地庸利先生；及獨立非執行董事為水野英人先生、沈詠婷女士及黃美玲女士。 延期寄發有關主要交易之通函 茲提述永旺(香港)百貨有限公司(「本公司」)日期為 2025 年 6 月 24 日， 2025 年 7 月 21 日 及 2025 年 8 月 29 日之公告(「該公告」)，內容為有關租賃協議之主要交易。除另有界定者 外，本公告所用詞彙與該公告 ...

Core Viewpoint - AEON announced a leasing agreement for a retail space in Dongguan, Guangdong Province, China, for a term of 12 years and 6 months, which is essential for expanding its retail operations and maintaining operational scale [1] Group 1: Leasing Agreement Details - AEON Guangdong, a non-wholly owned subsidiary of AEON, has entered into a leasing agreement with Dongguan Ruiguan Real Estate Co., Ltd. for a retail space located at Pengrui Tianyue Plaza, Dongguan [1] - The lease term is set to begin from the date of signing and will last for 12 years and 6 months [1] Group 2: Business Operations - AEON operates retail businesses in Hong Kong and China under the names "AEON STYLE," "AEON," and "AEON SUPERMARKET" [1] - The nature of the retail business necessitates the continuous establishment of leasing agreements for retail stores, particularly for large stores similar to the newly leased space [1] Group 3: Strategic Importance - The new retail space is expected to help maintain the company's operational scale, reduce overall operating costs, enhance negotiation capabilities with business partners, and expand the store network and market share [1]

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佈之內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示，概不對因本公佈全部或任何部份內容而產生或因 倚賴該等內容而引致的任何損失承擔任何責任。 AEON STORES (HONG KONG) CO., LIMITED 永 旺 (香 港 )百貨有限公司 (於香港註冊成立之有限公司) (股份代號: 984) 有關租賃協議之須予披露交易 董事會欣然宣佈，於 2025 年 9 月 29 日，本公司非全資附屬公司永旺廣東（作為承租人）與 出租人（作為出租人）就租賃該處所訂立租賃協議，租期由承租日起計 12 年 6 個月。永旺 廣東向出租人租賃該處所以經營其零售業務。 根據香港財務報告準則第 16 號，永旺廣東訂立租賃協議將令本集團須確認該處所為使用 權資產。故此，根據上市規則，訂立租賃協議將被視為本集團收購資產。本集團根據租賃 協議所確認之使用權資產價值約為人民幣 9.51 百萬元。 由於按租賃協議項下擬進行的交易，本集團根據香港財務報告準則第 16 號確認之使用權 資產的價值計算，其最高適用百分比率（定義見上市規則）為 5%或以上，但低於 25%，訂 立 ...

(Incorporated in Hong Kong with limited liability) （ 於 香 港 註 冊 成 立 之 有 限 公 司 ） (Stock code: 984) （股份代號：984） NOTIFICATION LETTER 通知信函 26 September 2025 Dear Non-Registered Holder (Note 1) , AEON Stores (Hong Kong) Co., Limited (the "Company") Notice of Publication of 2025 Interim Report (the "Current Corporate Communication") The English and Chinese versions of the Current Corporate Communication of the Company are now available on the Company's website at www.aeonstores. com.hk and the Hong Kong Exchanges a ...