此外，第四范式、天伦燃气、中国信达、安能物流、茶百道和舜宇光学科技跌逾5%。 证券时报网讯，港股通标的中，高鑫零售和沧港铁路分别以20.16%和20.10%的跌幅领跌市场，环球新 材国际和艾迪康控股紧随其后，分别下跌16.55%和16.41%。 创梦天地和百富环球的股价也遭受重创，跌幅分别为14.07%和11.92%。科笛-B、九方智投控股、宜明 昂科-B、汇通达网络和汇量科技跌幅分别为8.62%、7.26%、6.78%、6.74%和6.71%。 校对：彭其华 ...

1月1日晚，阿里巴巴集团发布公告称，集团子公司及New Retail与德弘资本达成交易，以最高约131.38 亿港元出售所持高鑫零售全部股权，合计占高鑫零售已发行股份的78.7%。 以131.38亿港元出售 德弘资本将以整体最高1.75港元/股（包括1.55港元/股的现金及0.2港元/股的利息），收购阿里巴巴全资 子公司吉鑫和淘宝中国所持70.27亿股高鑫零售股份（占已发行高鑫零售股份总数约73.66%），及New Retail所持4.80亿股高鑫零售股份（占已发行高鑫零售股份总数约5.04%），阿里巴巴子公司及New Retail将收取的最高金额约为131.38亿港元。 2024年10月，高鑫零售发布公告，向市场告知有买家有意收购。2025年1月1日晚，交易最终敲定。 有市场人士分析认为，此次高鑫零售的交易中，多方能够实现共赢。"德弘资本长期看好消费赛道，追 求跨周期的稳定回报，高鑫零售过往数字化转型的良好基础，令其成为优选标的。"该人士指出，市场 更加看好轻装上阵的阿里巴巴，过去一年，阿里坚定执行战略聚焦，清晰取舍，面向未来，更好将发展 资源聚焦于电商、云+AI这两大方向，驱动核心业务长期增长。 不久前出 ...

阿里巴巴以131.38亿港元出售高鑫零售，持续聚焦核心主业。 2025年1月1日晚，交易最终敲定，根据公告，德弘资本将以整体最高1.75港元/股（包括1.55港元/股的 现金及0.2港元/股的利息），收购阿里全资子公司吉鑫和淘宝中国所持的约70.27亿股高鑫零售股份（占 已发行高鑫零售股份总数约73.66%），及New Retail所持的约4.8亿股高鑫零售股份（占已发行高鑫零售 股份总数约5.04%），阿里巴巴子公司及New Retail将收取的最高金额约为131.38亿港元。 2023年9月，阿里巴巴集团确立"用户为先、AI驱动"两大战略重心，并表示将围绕这两大重心进行业务 梳理，重塑业务的战略优先级。 据市场人士分析，本次高鑫零售的交易中，多方能够实现共赢。德弘资本长期看好消费赛道，追求跨周 期的稳定回报，高鑫零售过往数字化转型的良好基础，令其成为优选标的。高鑫零售也将在德弘资本的 支持下，开启新的发展篇章。同时，市场更加看好轻装上阵的阿里巴巴，过去一年，阿里坚定执行战略 聚焦，清晰取舍，面向未来，更好将发展资源聚焦于电商、云+AI这两大方向，驱动核心业务长期增 长。 阿里巴巴集团公告显示，始终对中国消 ...

根据高鑫零售最新发布的财年中期业绩，半年营收347.08亿元，净利润1.86亿元，实现扭亏为盈。截至 2024年9月30日，高鑫零售集团员工人数为85778人。 2023年9月，阿里巴巴集团确立"用户为先、AI驱动"两大战略重心，并表示将围绕这两大重心进行业务 梳理，重塑业务的战略优先级。 2017年，阿里巴巴首次入股高鑫零售，2020年进一步增持后，高鑫零售成为阿里巴巴集团的并表子公 司。2024年10月，高鑫零售发布公告，向市场告知有买家有意收购。2025年1月1日晚，交易最终敲定， 根据公告，德弘资本将以整体最高1.75港元/股（包括1.55港元/股的现金及0.2港元/股的利息），收购阿 里全资子公司吉鑫和淘宝中国所持7,027,297,350股高鑫零售股份（占已发行高鑫零售股份总数约 73.66%），及NewRetail所持480,369,231股高鑫零售股份（占已发行高鑫零售股份总数约5.04%），阿里 巴巴子公司及NewRetail将收取的最高金额约为131.38亿港元。 1月1日晚，阿里巴巴集团发布公告，宣布子公司及NewRetail与德弘资本达成交易，以最高约131.38亿 港元出售所持高鑫零 ...

高鑫零售有限公司 （於香港註冊成立的有限公司） 股份代號：6808 將愈來愈多的優質商品， 以愈來愈低的價格，賣給愈來愈多的顧客 新鮮 • 便利 • 舒適 • 便宜 • 社區中心 中期報告 2024 | --- | --- | |------------------------------|-------| | | | | 目錄 | | | | | | | | | 公司資料 | 2 | | 中期業績摘要 | 3 | | 管理層討論與分析 | 4 | | 企業管治及其他資料 | 13 | | | | | 審閱報告 | 33 | | 簡明綜合損益及其他全面收入表 | 35 | | 簡明綜合財務狀況表 | 37 | | 簡明綜合權益變動表 | 40 | | 簡明綜合現金流量表 | 42 | | 簡明綜合財務資料附註 | 43 | 1 高鑫零售有限公司 二零二四年中期報告 公司資料 審核委員會 提名委員會 董事 執行董事 沈輝（首席執行官） 非執行董事 黃明端（主席） 韓鎏 秦躍紅 獨立非執行董事 張挹芬 葉禮德 陳尚偉 陳尚偉（主席） 張挹芬 葉禮德 秦躍紅（於二零二四年八月九日獲委任） 薪酬委員會 張挹芬（主席） ...

证券时报网讯，星展发布的报告指出，高鑫零售作为中国最大的综合超市运营商，将其超市定位为社区 中心，以满足消费者需求。 星展认为，高鑫零售通过优化产品组合和有效控制成本，推动了利润率的回升，维持"买入"评级，并将 目标价从2.6港元上调至3.1港元，同店销售回升和潜在收购是主要催化剂。 校对：祝甜婷 ...

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，概不對因本公告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。 1 SUN ART RETAIL GROUP LIMITED 高鑫零售有限公司 （於香港註冊成立之有限公司） （股份代號：06808） 截至二零二四年九月三十日止六個月中期業績公告 高鑫零售有限公司（「本公司」，連同其附屬公司統稱「本集團」）董事（「董事」）會 （「董事會」）欣然宣佈本集團截至二零二四年九月三十日止六個月的未經審核綜合 中期業績，連同二零二三年同期的比較數字如下。 | --- | --- | --- | --- | |---------------------------------------------------|---------------------------------------------------|--------------------------------------------------|---------------| | | | | | | 中期業績 ...

Financial Performance - Revenue for the fiscal year ending March 31, 2024, was RMB 72,567 million, a decrease of 13.3% from RMB 83,662 million in the previous year[8]. - Gross profit decreased by 12.7% to RMB 17,958 million from RMB 20,581 million year-over-year[8]. - The company reported an operating loss of RMB 1,009 million, compared to an operating profit of RMB 1,177 million in the previous year, representing a decline of 185.7%[8]. - Net loss for the year was RMB 1,668 million, a significant increase from a profit of RMB 78 million in the prior year, marking a 2,238.5% decline[8]. - Total assets decreased by 5.3% to RMB 60,715 million from RMB 64,118 million year-over-year[9]. - Total liabilities decreased by 2.5% to RMB 38,921 million from RMB 39,921 million[9]. - Net cash decreased by 15.1% to RMB 16,504 million from RMB 19,449 million[9]. - Basic and diluted loss per share was RMB 0.17, compared to earnings of RMB 0.01 per share in the previous year[8]. - For the fiscal year ending March 31, 2024, the revenue from merchandise sales was RMB 69.431 billion, a decrease of RMB 11.104 billion or 13.8% compared to RMB 80.535 billion for the previous fiscal year[16]. - Same-store sales growth was -6.6%, with online B2C business achieving low single-digit positive growth despite a decline in average transaction value[16]. Management Strategy - The company aims to focus on revenue growth by offering more quality products at lower prices to a larger customer base[1]. - The new management team aims to focus on revenue growth and achieving profitability in the fiscal year 2025, emphasizing customer needs and retail fundamentals[15]. - The company plans to accelerate cost reduction and efficiency improvements while developing multi-format and omnichannel strategies[15]. - The new CEO has been appointed to lead the company back to its retail roots, focusing on product quality, pricing, service, and efficiency[14]. - The company is committed to regaining customer trust and loyalty by offering high-quality products at lower prices[14]. - The management expresses confidence in returning to a thriving business model in the new fiscal year[15]. Expenses and Cost Management - Selling and marketing expenses were RMB 18.178 billion, down RMB 0.332 billion or 1.8% from RMB 18.510 billion in the previous year, representing 25.0% of total revenue, an increase of 2.9 percentage points from 22.1%[19]. - Administrative expenses for the year ended March 31, 2024, were RMB 2.251 billion, a decrease of RMB 118 million or 5.0% compared to RMB 2.369 billion for the year ended March 31, 2023[20]. - Financial expenses for the year ended March 31, 2024, were RMB 425 million, a decrease of RMB 29 million or 6.4% compared to RMB 454 million for the year ended March 31, 2023[22]. - Income tax expenses for the year ended March 31, 2024, were RMB 234 million, a decrease of RMB 410 million or 63.7% compared to RMB 644 million for the year ended March 31, 2023[23]. Employee and Talent Management - As of March 31, 2024, the group had 86,226 employees, a decrease from 107,785 employees as of March 31, 2023, with total employee benefits expenditure amounting to RMB 9.558 billion, down from RMB 10.066 billion the previous year[42]. - The group has adopted a stock option plan and a revised employee trust benefit plan to recognize employee contributions and attract high-quality talent, with further details provided in the annual report[42]. - The group is committed to providing ongoing training for employees to enhance their skills and capabilities[42]. - The group aims to align the interests of participants in the stock option plan with those of the company and its shareholders[82]. Corporate Governance - The board of directors is committed to maintaining high standards of corporate governance to protect shareholder interests[178]. - The company has established a code of conduct for securities trading by directors and relevant employees, ensuring compliance with regulations[179]. - The board currently consists of seven members, including one executive director and three independent non-executive directors[182]. - The company maintained compliance with the Listing Rules by having at least three independent non-executive directors, constituting one-third of the board, with two meeting the required professional qualifications[185]. - The Audit Committee held five meetings during the year ending March 31, 2024, reviewing the annual and interim financial performance for the periods ending March 31, 2023, and September 30, 2023[192]. Related Party Transactions - The company has categorized ongoing related transactions with Alibaba Group to better manage long-term business interactions[118]. - The annual cap for procurement of goods and services from Alibaba Group is set at RMB 1.5 billion for the fiscal year ending March 31, 2022, RMB 1.8 billion for the fiscal year ending March 31, 2023, and RMB 2.1 billion for the fiscal year ending March 31, 2024[121]. - The company entered into a business cooperation framework agreement with Taobao China on June 22, 2021, which was approved by shareholders and is effective from September 24, 2021, until March 31, 2024[125]. - The agreements with Alibaba Group are classified as continuing connected transactions, reflecting the ongoing business relationship between the companies[130]. Economic and Market Conditions - The company's sales, revenue, and profitability are heavily influenced by the economic conditions in China[176]. - Fluctuations in exchange rates and government controls on currency exchange may negatively impact the company's ability to pay dividends[177]. - Concerns regarding product safety and quality may significantly impact the company's operating performance[174]. - Any outbreak of serious infectious diseases in China could adversely affect the company's financial performance and growth prospects[175].

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，概不對因本公告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。 SUN ART RETAIL GROUP LIMITED 高鑫零售有限公司 （於香港註冊成立之有限公司） （股份代號：06808） 截至二零二四年三月三十一日止年度 財務業績公告 | --- | --- | --- | --- | --- | |--------------------------------------|--------------------------------------------------|----------------|----------|------------| | | | | | | | 年度業績摘要 | 截至三月三十一日止年度 二零二四年 人民幣百萬元 | 二零二三年 | 變幅 | 變幅百分比 | | 收入 | 72,567 | 83,662 | (11,095) | (13.3)% | | 毛利 | 17,958 | 20,581 | (2,623) | ...

图源：Unsplash 高鑫零售（06808.HK）近期的一系列动作引发外界猜测。 进入2024年，高鑫零售旗下知名超市大润发持续关店，德阳、黄冈、株洲等地门店相继退场。据不完全统计，2023年1月至今，至少有13家大润发闭店 或宣布闭店。 高鑫零售方面告诉时代财经，公司一切都在正常的运转当中，大润发闭店属于正常的经营调整，"部分改造为2.0门店和M会员商店，部分出于物业到期 等原因。" 进入2024年来，阿里巴巴的变革向新零售领域蔓延。2月初，有媒体报道，阿里考虑出售银泰百货；2月7日的财报电话会议上，阿里巴巴集团董事长蔡 崇信亦提及，传统实体零售业务不是阿里的核心业务，"对这类业务进行退出也是合理的做法，但这需要时间，根据市场情况慢慢来实现。" 2月19日，瑞银的一份研报称，阿里可能出售其在高鑫零售的股份，或将加速高鑫零售业务调整，包括关闭亏损店铺等。这更为高鑫零售在阿里体系内 的去留增添了一些扑朔迷离的意味。 对于阿里出售高鑫零售的传言，高鑫零售官方回应称不予置评。有业内人士则对时代财经分析，高鑫零售在阿里战略性投资入股时，已经是一个港股上 市公司主体，它有一整套需要遵循的独立公司上市的标准跟守则，任何 ...