证券时报记者 林丽峰 据商务部消息，12月9~10日，全国零售业创新发展大会在北京召开，会议指出，零售业是国民经济的基础性行 业，对于大力提振消费，全方位扩大国内需求，推动经济持续回升向好具有重要支撑作用。 会议强调，"十五五"时期，要科学把握行业发展面临的战略机遇和风险挑战，把零售业作为培育完整内需体系、 做强国内大循环的关键着力点，推动行业转向品质驱动、服务驱动，实现高质量发展。 会议要求，要准确把握守正与创新、"变"与"不变"、盘活存量与做优增量、"线上"与"线下"、有为政府与有效市场 之间的关系，统筹推进零售业创新发展。 零售业是国内消费的核心载体与关键驱动力，不仅直接贡献消费规模的核心增量，还通过业态创新、场景重构和 供需适配，持续激活消费潜力、优化消费结构，更是构建国内大循环的重要支撑。 "十五五"规划建议提出："坚持扩大内需这个战略基点，坚持惠民生和促消费、投资于物和投资于人紧密结合，以 新需求引领新供给，以新供给创造新需求。" 今年以来，在促进国内消费、大力发展零售业方面，相关部门出台了一系列措施。 2月，市场监管总局等五部门发布《优化消费环境三年行动方案（2025—2027年）》，从消费供给 ...

茂业商业(600828)今日涨停，全天换手率2.60%，成交额3.18亿元，振幅3.03%。龙虎榜数据显示，沪股 通净卖出612.03万元，营业部席位合计净买入4966.07万元。 上交所公开信息显示，当日该股因日涨幅偏离值达10.26%上榜，沪股通净卖出612.03万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交1.72亿元，其中，买入成交额为1.08亿 元，卖出成交额为6435.85万元，合计净买入4354.04万元。 具体来看，今日上榜的营业部中，沪股通为第四大卖出营业部，卖出金额为612.03万元，合计净卖出 612.03万元。 近半年该股累计上榜龙虎榜7次，上榜次日股价平均跌0.69%，上榜后5日平均跌1.90%。 资金流向方面，今日该股主力资金净流入2481.55万元，其中，特大单净流入4838.19万元，大单资金净 流出2356.64万元。近5日主力资金净流入1.09亿元。 10月28日公司发布的三季报数据显示，前三季度公司共实现营业收入18.24亿元，同比下降14.20%，实 现净利润4173.16万元，同比下降72.88%。（数据宝） 茂业商业12月10日交易公开信息 | 买 ...

证券代码：600828 证券简称：茂业商业 编号：临 2025-060 号 茂业商业股份有限公司 股票交易异常波动公告 特别提示：本公司董事会及全体董事保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带责任。 重要内容提示： ●茂业商业股份有限公司（以下简称"公司"、"本公司"）股 票于2025年12月9日、12月10日连续两个交易日内日收盘价格涨幅偏离 值累计达到20%，根据《上海证券交易所交易规则》的有关规定，属于 股票交易异常波动。 二、公司关注并核实的相关情况 针对公司股价异常波动，公司对有关事项进行了核查，并书面询 证了公司控股股东及实际控制人，现将核实情况说明如下。 ●经公司自查，并向公司控股股东及实际控制人书面发函询证， 截至本公告披露日，除公司已披露事项外，本公司及控股股东、实际 控制人不存在应披露而未披露的重大事项。 ●二级市场交易风险：截至2025年12月10日，公司静态市盈率、 动态市盈率分别为332.44、221.94，申万零售指数静态市盈率、动态 市盈率分别为59.19、54.35，公司相关指标均显著高于行业水平。请 广大投 ...

茂业商业公告称，公司股票于2025年12月9 - 10日连续两个交易日收盘价格涨幅偏离值累计达20%，属 异常波动。经自查，公司生产经营正常，无应披露未披露重大事项。截至12月10日，公司静态、动态市 盈率分别为332.44、221.94，显著高于行业水平。2025年前三季度，公司营收18.24亿元，同比降 14.20%，净利润4173.16万元，同比降72.88%。提醒投资者注意交易及业绩下降风险。 ...

Group 1 - The A-share market showed a rebound on December 10, with mixed performance across the three major indices. The retail sector was particularly active, experiencing a surge in stock prices, with several companies hitting the daily limit up, including Dongbai Group with four consecutive limit-ups and Yonghui Supermarket with three limit-ups in three days [2] - The National Retail Innovation Development Conference held in Beijing on December 9-10 served as a significant catalyst for the retail sector's strength. The Deputy Minister of Commerce, Sheng Qiuping, emphasized the importance of the retail industry in fostering a complete domestic demand system and enhancing domestic circulation during the "14th Five-Year Plan" period, advocating for a shift towards quality-driven and service-driven growth for high-quality development [2] - According to Open Source Securities, offline retail enterprises are continuously advancing their transformation from selling "goods" to selling "services and experiences," leveraging their offline advantages and multi-dimensional cross-industry layouts to attract traffic back. Online cross-border e-commerce companies are expected to enter a demand improvement phase with the easing of interest rates, combined with advantages from AI integration, which may further enhance their market share. The focus is on offline retail enterprises adapting to trend changes and leading cross-border e-commerce companies empowered by AI [2]

Group 1 - The general retail sector increased by 2.79% compared to the previous trading day, with Yonghui Supermarket leading the gains [1] - On the same day, the Shanghai Composite Index closed at 3900.5, down 0.23%, while the Shenzhen Component Index closed at 13316.42, up 0.29% [1] - Notable gainers in the general retail sector included Yonghui Supermarket, which rose by 10.11% to a closing price of 5.23, and Central Plaza, which increased by 10.10% to 4.47 [1] Group 2 - The general retail sector saw a net inflow of 1.007 billion yuan from main funds, while retail funds experienced a net outflow of 699 million yuan and individual investors saw a net outflow of 308 million yuan [2] - The trading volume for Yonghui Supermarket was 2.7269 million hands, with a transaction amount of 1.426 billion yuan [1][2] - Other significant stocks in the sector included Meikailong, which rose by 10.04% to a closing price of 3.07, and Maoye Commercial, which increased by 10.03% to 7.13 [1]

每经AI快讯，12月10日，市场探底回升，三大指数涨跌不一，深成指、创业板指盘中先后翻红，创业 板指此前一度跌超2%。沪深两市成交额1.78万亿元，较上一个交易日缩量1254亿元。盘面上，市场热 点快速轮动，全市场超2800只个股下跌。从板块来看，海南板块持续走强，罗牛山（000735）、海南瑞 泽（002596）等多股涨停。零售概念表现活跃，永辉超市（601933）3连板，茂业商业（600828）、中 央商场（600280）2连板。算力硬件概念回暖，新易盛（300502）再创历史新高，长飞光纤（601869） 涨停。下跌方面，银行板块走弱，招商银行、农业银行下挫。板块方面，海南、贵金属、零售等板块涨 幅居前，培育钻石、银行、有机硅等板块跌幅居前。截至收盘，沪指跌0.23%，深成指涨0.29%，创业 板指跌0.02%。 ...

Core Insights - The retail and chain sectors are leading the A-share market, with several stocks hitting the daily limit up, indicating strong market performance [1][2] - The National Retail Industry Innovation Development Conference was held in Beijing from December 9 to 10, highlighting the government's focus on the retail sector as a key driver for domestic demand and economic circulation [1][2] Industry Summary - The Ministry of Commerce's Deputy Minister, Sheng Qiuping, emphasized the importance of the retail industry during the "14th Five-Year Plan" period, aiming for a shift towards quality-driven and service-driven growth for high-quality development [1][2] - Current challenges in the retail sector include improving store layout, supply-demand matching, and balancing online and offline operations [1][2] - The government encourages learning from successful companies like Pang Donglai to accelerate transformation and enhancement within the industry [1][2] - There is a strong emphasis on tapping into lower-tier markets and developing new business models and scenarios to stimulate consumer potential [1][2] - The integration of online and offline channels is encouraged to enhance mutual benefits, data sharing, and supply chain collaboration, aiming for deep integration and win-win outcomes [1][2] - The government aims to play a better role in creating a fair competitive environment in the market while allowing market forces to play a decisive role in resource allocation [1][2]

消息面上，全国零售业创新发展大会9日至10日在北京举行。商务部副部长盛秋平在会上表示，"十五 五"时期，要把零售业作为培育完整内需体系、做强国内大循环的关键着力点，推动行业转向品质驱 动、服务驱动，实现高质量发展。 格隆汇12月10日｜A股市场零售股上午盘中表现强势，截至半日收涨，永辉超市、中央商场、茂业商 业、东百集团、汇嘉时代、步步高涨停，中百集团涨超7%，孩子王涨超5%。 | 代码 | 名称 | 0 | 涨幅% ↓ | 总市值 | 年初至今涨幅%。 | | --- | --- | --- | --- | --- | --- | | 601933 | 永辉超市 | 4 | 10.11 | 475亿 | -17.51 | | 600280 | 中央商场 | 64 | 10.10 | 50.447, | 8.76 | | 600828 | 茂业商业 | | 10.03 | 123亿 | 63.16 | | 600693 | 东百集团 | 6 | 9.98 | 118亿 | 96.33 | | 603101 | 汇嘉时代 | | 9.97 | 49.82亿 | 14.28 | | 002251 | 步步高 | ...

Group 1 - The A-share retail sector showed strong performance in the morning session, with several stocks hitting the daily limit up, including Yonghui Supermarket, Central Plaza, Maoye Commercial, Dongbai Group, Huijia Times, and Bubugao [1] - The National Retail Industry Innovation Development Conference was held in Beijing on December 9-10, where the Deputy Minister of Commerce, Sheng Qiuping, emphasized the importance of the retail industry in fostering a complete domestic demand system and strengthening the domestic circulation during the 14th Five-Year Plan period [1] - The focus will be on transitioning the industry towards quality-driven and service-driven growth to achieve high-quality development [1] Group 2 - Notable stock performances included Yonghui Supermarket with a 10.11% increase, Central Plaza at 10.10%, and Maoye Commercial at 10.03%, among others [2] - Year-to-date performance showed significant variations, with Dongbai Group up 96.33% and Zhongbai Group down 36.70% [2] - The MACD golden cross signal formation indicates a positive trend for these stocks [2]