SUNART RETAIL(06808)

Search documents
月饼风波背后的铁腕改革:德弘资本能否重塑大润发?
Guan Cha Zhe Wang· 2025-10-01 07:13
"月饼节"将至,昔日的零售巨头大润发却因月饼配料问题引发关注。 近日,据智通财经报道,8月底,消费者李先生在大润发沈阳和平店购买的"鑫思琪五仁小月饼"配料表中,赫然标注着食品添加剂"脱氢乙酸钠"。 根据2024年2月发布、2025年2月8日实施的《食品安全国家标准 食品添加剂使用标准》(GB 2760-2024),脱氢乙酸钠已被禁止在月饼、糕点等焙烤食品中 使用。此项禁令有长达一年的缓冲期,意在给足企业调整配方的时间。 李先生将情况反馈给大润发后,超市迟迟未作回复。 直到9月16日市场监管部门介入,大润发工作人员才回应称,问题系员工操作失误所致:今年上架新品时直接复制了去年的产品档案信息,未及时删除已禁 用的添加剂名称,并强调厂家检测报告显示产品中并未添加脱氢乙酸钠。 对于这一解释,李先生仍存疑虑。他当即提出希望对留存的月饼进行检测,但大润发方面后续未再跟进处理。 脱氢乙酸钠作为一种广谱性食品防腐剂,对霉菌和酵母菌有较强抑制作用。但脱氢乙酸及其钠盐会抑制人体内多种氧化酶活性,长期过量摄入可能危害健 康。 《食品标识监督管理办法》第十六条规定,预包装食品标签应当标注反映食品真实属性的名称,不得欺骗、误导消费者。 ...
胖东来的“学生们”水土不服:客流易涨盈利难求,商超转型未走出深水区
Hua Xia Shi Bao· 2025-09-30 14:01
本报(chinatimes.net.cn)记者周梦婷 北京报道 近年来,伴随消费习惯与消费模式的转变,传统商超行业整体表现低迷。然而,许昌市胖东来商贸集团 有限公司(下称"胖东来")却在行业中异军突起,业绩持续攀升。据胖东来官网9月28日消息,截至9月 27日,该集团2025年度的累计销售额已超越去年全年水平。 凭借极致的服务与卓越的商品力,胖东来被奉为零售业的现象级标杆。自2024年起,一场名为学习胖东 来模式调改(下称"胖改")的浪潮席卷传统商超,众多企业在商品、服务与员工福利等维度展开探索。 历时一年有余,这场转型交出了怎样的答卷?而被奉为圭臬的"胖东来模式",又具备多大的普适性? 业内标杆胖东来 在行业其他选手集体惨淡还在迷茫寻出路的背景下,胖东来销售额再创新高。截至9月27日,集团2025 年度合计销售额达171.29亿元,成功超越2024年全年近170亿元的销售额。其中超市业态以94.29亿元销 售额稳居首位,占集团本年总销售额的五成以上。胖东来是一家成立于1995年3月的综合零售企业,目 前在许昌与新乡拥有13家门店。 近些年来,受线上电商冲击,整体传统商超行业充满挑战,永辉超市、高鑫零售、中百 ...
高鑫零售(06808) - 建议修订员工信托受益计划

2025-09-29 09:46
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) 茲提述本公司日期為二零二四年十月二十三日的通函,內容有關先前修訂本公司 附屬公司為歐尚(中國)投資集團及康成投資(中國)集團的僱員設立的員工信託受 益計劃。有關歐尚計劃及大潤發計劃的詳情載於本公司日期為二零二四年十月二 十三日的通函。 歐尚計劃及大潤發計劃的目的為(i)透過持有信託單位所代表歐尚(中國)投資注冊 資本及康成投資(中國)注冊資本的所有權及╱或信託單位╱歐尚(中國)投資注 冊資本或康成投資(中國)注冊資本(視情況而定)的價值增長,使合資格參與者的 利益與本集團的利益一致,並分享歐尚(中國)投資集團及康成投資(中國)集團 業務增長的成就和利益;(ii)鼓勵及留任合資格參與者為本集團的長期增長和利潤 做出貢獻;(iii)認可及獎勵合資格參與者以往的寶貴貢獻;及(iv)留任有經驗的人 員。 建 ...
大润发一款月饼含违规添加剂?公司回应
新浪财经· 2025-09-29 09:18
近日,有报道称,消费者李先生在大润发(沈阳和平店)发现,购买的鑫思琪五仁小月饼配 料表中标注含有 " 脱氢乙酸钠 " ,而该添加剂已被禁止在一些食品中使用。大润发工作人 员表示,配料表中的 " 脱氢乙酸钠 " 是员工复制去年信息未更新导致。对于该起争议,《 BUG 》栏目从内部人士获悉,"已经和解"。 不过,《 BUG 》栏目查询发现,目前,五款鑫思琪月饼仍在大润发(沈阳和平店)线上售 卖。其中,鑫思琪五仁月饼已处于售罄状态。据该款产品线上展示的配料表显示,未出 现"脱氢乙酸钠"这一成分。关于线上与线下配料表成分不同的问题,涉事店铺电话始终无 人接听。 文 | 《 BUG 》栏目 张奥 配料有违规添加? 工作人员称信息复制出错 有报道称,消费者李先生在大润发(沈阳和平店)发现,购买的鑫思琪五仁小月饼配料表中 标注含有 " 脱氢乙酸钠 " ,而该添加剂已被禁止在一些食品中使用。 配料表照片显示,李先生购买的月饼配料包含小麦粉、白砂糖、饮用水等;馅配料包含小麦 粉、白砂糖等;食品添加剂部分明确标注有"脱氢乙酸钠"。大润发工作人员表示,配料表 中的 " 脱氢乙酸钠 " 是员工复制去年信息未更新导致。 公开资料显示, ...
大润发一款月饼含违规添加剂?公司回应
Xin Lang Cai Jing· 2025-09-29 08:55
炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! 有报道称,消费者李先生在大润发(沈阳和平店)发现,购买的鑫思琪五仁小月饼配料表中标注含 有"脱氢乙酸钠",而该添加剂已被禁止在一些食品中使用。 配料表照片显示,李先生购买的月饼配料包含小麦粉、白砂糖、饮用水等;馅配料包含小麦粉、白砂糖 等;食品添加剂部分明确标注有"脱氢乙酸钠"。大润发工作人员表示,配料表中的"脱氢乙酸钠"是员工 复制去年信息未更新导致。 近日,有报道称,消费者李先生在大润发(沈阳和平店)发现,购买的鑫思琪五仁小月饼配料表中标注 含有"脱氢乙酸钠",而该添加剂已被禁止在一些食品中使用。大润发工作人员表示,配料表中的"脱氢 乙酸钠"是员工复制去年信息未更新导致。对于该起争议,《BUG》栏目从内部人士获悉,"已经和 解"。 不过,《BUG》栏目查询发现,目前,五款鑫思琪月饼仍在大润发(沈阳和平店)线上售卖。其中, 鑫思琪五仁月饼已处于售罄状态。据该款产品线上展示的配料表显示,未出现"脱氢乙酸钠"这一成分。 关于线上与线下配料表成分不同的问题,涉事店铺电话始终无人接听。 配料有违规添加? 工作人员称信息复制出错 公开资料显示, ...
港股异动 | 高鑫零售(06808)午前跌超4% 大润发高管近日被查 德弘入主后持续推进战略调整
智通财经网· 2025-09-23 03:59
Group 1 - Gao Xin Retail (06808) experienced a decline of over 4%, trading at HKD 1.89 with a transaction volume of HKD 17.07 million [1] - The company responded to rumors regarding the arrest of its Chief Operating Officer, Guan Mingwu, stating that the case is under investigation and will follow the information released by law enforcement [1] - Gao Xin Retail emphasizes its commitment to legal and compliant operations, maintaining a zero-tolerance policy towards illegal activities [1] Group 2 - Alibaba announced plans to sell its approximately 78.7% stake in Gao Xin Retail to Dehong Capital by January 2025, marking its complete exit from the company [1] - Following Dehong Capital's acquisition, significant management changes occurred, including the departure of Alibaba personnel and the resignation of founder Huang Mingduan as chairman [1] - The organizational structure was reformed, consolidating five operational regions into four: East China, South China, North China, and Northeast China [1] Group 3 - The company has closed underperforming stores with negative cash flow and optimized its workforce structure [1] - For the fiscal year 2025, sales and marketing expenses decreased by HKD 2.946 billion to HKD 15.232 billion, while administrative expenses fell by 24.1% to HKD 1.709 billion [1] - Gao Xin Retail is also advancing its product strategy adjustments [1]
高鑫零售午前跌超4% 大润发高管近日被查 德弘入主后持续推进战略调整
Zhi Tong Cai Jing· 2025-09-23 03:57
Core Viewpoint - Gao Xin Retail (06808) experienced a decline of over 4%, trading at HKD 1.89 with a transaction volume of HKD 17.07 million, amid news regarding the investigation of its operations director, Guan Mingwu [1] Group 1: Company Operations - The company confirmed that Guan Mingwu is under investigation, emphasizing its commitment to legal and compliant operations with zero tolerance for violations [1] - Following Alibaba's announcement in January 2025 to sell its approximately 78.7% stake in Gao Xin Retail to Dehong Capital, significant management changes were implemented, including the departure of Alibaba personnel and the resignation of founder Huang Mingduan as chairman [1] - Dehong Capital has restructured the company by consolidating five operational regions into four: East China, South China, North China, and Northeast China [1] Group 2: Financial Performance - The company has closed underperforming stores and optimized its workforce, resulting in a reduction of sales and marketing expenses by HKD 2.946 billion to HKD 15.232 billion year-on-year for the fiscal year 2025 [1] - Administrative expenses decreased by 24.1% to HKD 1.709 billion [1] - The company is also advancing product strategy adjustments as part of its reform initiatives [1]
高管被查、关店止损,新东家德弘能救活大润发吗?
Sou Hu Cai Jing· 2025-09-16 08:01
Core Viewpoint - The recent investigation of RT-Mart's COO, Guan Mingwu, highlights the internal management issues and the determination of its new owner, Dihon Capital, to implement significant reforms [2][3][6] Company Overview - Dihon Capital took control of Gao Xin Retail (RT-Mart's parent company) approximately seven months ago, initiating a series of reforms including management changes and organizational restructuring to revive the struggling retail giant [5][6] - RT-Mart has faced continuous losses, challenges with its traditional hypermarket model, and difficulties in integrating online and offline operations [5][11] Management Changes - The investigation into Guan Mingwu has caused significant internal upheaval, with multiple store managers being suspended, indicating a systemic anti-corruption effort by Dihon Capital [6][8] - Dihon Capital has replaced key management positions, including appointing new board members and a CEO, Shen Hui, who emphasizes a return to retail fundamentals [9][10] Financial Performance - Under Dihon Capital's management, RT-Mart's financial performance has shown signs of recovery, with a reported revenue of 715.52 billion RMB and a net profit of 3.86 billion RMB for the 2025 fiscal year [19][20] - Despite this improvement, the financial results are closely tied to cost-cutting measures, including the closure of underperforming stores [20][22] Industry Context - The challenges faced by RT-Mart reflect broader trends in the traditional retail sector, where many companies are struggling to adapt to changing consumer preferences and increased competition from e-commerce and new retail formats [17][18] - The retail landscape is shifting towards smaller, more agile formats, with RT-Mart focusing on mid-sized supermarkets and membership stores as part of its transformation strategy [18][19] Strategic Direction - Dihon Capital's strategy involves optimizing the supply chain and enhancing operational efficiency, with a focus on community-centric retail models [10][19] - The company aims to balance cost, efficiency, and service through modern technology and digital tools, while also fostering brand recognition for its new store formats [22]
大润发高层调整继续!高鑫零售再调转“船头”,大卖场迷茫寻觅新航向
Hua Xia Shi Bao· 2025-09-13 13:28
Core Viewpoint - The recent investigation of a senior executive at RT-Mart highlights ongoing challenges within the retail sector, particularly regarding governance and operational efficiency, as the company shifts its strategy towards community lifestyle centers [2][3][4]. Company Developments - RT-Mart's Chief Operating Officer, Guan Mingwu, was taken by police for investigation related to alleged job-related crimes, prompting the company to emphasize its internal compliance mechanisms [2][3]. - Following Alibaba's exit from RT-Mart in February 2023, the company has undergone significant leadership changes, with Dehong Capital becoming the controlling shareholder [3][4]. - The company reported a net loss of 1.605 billion yuan for the fiscal year ending March 31, 2024, but turned a profit of 405 million yuan in the following fiscal year, largely due to cost-cutting measures [4][5]. Industry Context - The traditional retail sector is facing significant challenges, with many companies, including RT-Mart, reducing store numbers as part of their strategy to adapt to changing market conditions [5][6]. - The shift towards community lifestyle centers is seen as a necessary evolution for large-format stores like RT-Mart, although successful implementation remains uncertain due to a lack of proven models [5][6]. - Competitors such as Walmart are also exploring community store formats, indicating a broader industry trend towards smaller, more integrated retail spaces [6].
大润发回应高管被带走调查
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-12 12:58
Group 1 - The core issue involves the detention of a senior executive, Guan Mingwu, from RT-Mart for suspected job-related crimes, with the case currently under investigation by the police [2] - RT-Mart's parent company, Gao Xin Retail, reported a revenue of 71.552 billion yuan for the fiscal year ending March 31, 2025, a decrease of 1.4% from 72.567 billion yuan in 2024, amounting to a reduction of 1.015 billion yuan [2] - The company achieved a net profit of 386 million yuan for the fiscal year 2025, recovering from a net loss of 1.6 billion yuan in 2024 [2] Group 2 - The decline in revenue is attributed to the closure of long-term loss-making stores and a contraction in supply chain businesses such as Tao Cai Cai and Tmall shared inventory [2] - RT-Mart operates 505 stores across 207 cities as of the 2025 fiscal year, an increase from 472 stores in the previous fiscal year [2] - The company maintains a commitment to legal and compliant operations, emphasizing a zero-tolerance policy towards any illegal activities, and asserts that the executive's actions do not reflect the company's overall conduct [3]