证券代码：601933 证券简称：永辉超市 公告编号：2025-027 永辉超市股份有限公司 关于召开2024年年度股东大会的通知 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法律责任。 重要内容提示： 一、 召开会议的基本情况 (一)股东大会类型和届次 2024年年度股东大会 (四)现场会议召开的日期、时间和地点 召开的日期时间：2025 年 5 月 20 日 13 点 30 分 召开地点：福建省福州市仓山区闽江大道 202 号三迪华美达广场酒店 A1 楼 福州厅 股东大会召开日期：2025年5月20日 本次股东大会采用的网络投票系统：上海证券交易所股东大会网络投票 系统 (二)股东大会召集人：董事会 (三)投票方式：本次股东大会所采用的表决方式是现场投票和网络投票相结合的 方式 (五)网络投票的系统、起止日期和投票时间。 网络投票系统：上海证券交易所股东大会网络投票系统 网络投票起止时间：自2025 年 5 月 20 日 至2025 年 5 月 20 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股 东大会召 ...

Core Viewpoint - Yonghui Supermarket (601933.SH) reported a significant decline in both revenue and net profit for Q1 2025, attributed to strategic and operational transformations, including the closure of underperforming stores [1] Financial Performance - The company's revenue for Q1 2025 was 17.479 billion yuan, representing a year-on-year decrease of 19.32% [1] - The net profit attributable to the parent company's shareholders was 148 million yuan, down 79.96% year-on-year [1] Strategic Changes - The decline in financial performance is primarily due to the company's proactive strategy to transform its business model and reduce the number of stores by closing underperforming locations [1]

金十数据4月25日讯，永辉超市公告称，2025年第一季度营业收入为174.79亿元，同比下降19.32%。主 要由于公司主动进行战略和经营模式转型，关闭尾部门店导致门店数量减少。 永辉超市：2025年第一季度营业收入同比下降19.32% ...

智通财经4月25日电，红旗连锁(002697.SZ)公告称，公司接到持股5%以上股东永辉超市通知，永辉超市 通过集中交易方式减持公司股份1360万股，占公司总股本的1%。本次权益变动后，永辉超市持有公司 股份13600万股，占公司总股本的10%。 红旗连锁：永辉超市减持1%公司股份 ...

央视网消息（焦点访谈）：近期，美国以所谓的"对等关税"为名大幅提升我国输美商品关税，相关外贸企业面临严峻挑战。对此，商务部加大力度推进 内外贸一体化，加大对外贸企业拓内销的帮助力度，促进内外贸渠道对接、品牌对接、产销对接、标准对接。同时各地政府也纷纷出台举措。多家行业协会 联合发布倡议书，重点商超、电商平台等共同发力，推动内外贸联动，拓展内销市场。 这些天，山东临沂这家外贸企业的负责人很着急。企业的主营业务是一次性纸杯纸碗，美国市场占企业出口商品总份额的75%。最近，受美国滥施关税 的影响，企业正面临严峻挑战。 4月16日，京东采销人员的到来，让企业看到了一丝希望。这家外贸企业与京东的合作开始于今年2月，当时京东为了发展新的业务线，在全国寻找优质 的源头工厂，宏泰纸塑用品有限公司就是他们当时主动联系的其中一家企业。在此之前，企业并没有接触过线上销售，抱着试试看的态度，他们选择了三款 产品在京东上线销售，结果卖出了意想不到的单量。这家外贸企业的海外市场一直很饱和，现在因为关税的问题，突然面临前所未有的压力，让他们有了通 过国内电商解决问题的想法。 基于之前的合作，京东对企业的产品质量很认可。得知企业的现状后，平 ...

4月7日，永辉超市发布《致中国优质供应链的一封信》，宣布开通绿色通道，提出15天极速上架、品牌 推广扶持、联合开发新品三大措施，为出口受阻企业搭建内销桥梁。截至4月22日12时，专项邮箱已收 到超500封合作邮件，并与超300家优质供应链企业进入洽谈阶段，品类覆盖范围广泛，主要集中在冷冻 食品、休闲零食、家居用品等，其中包括长期为山姆、开市客供货的中国制造企业。 目前，已有多家平台推出相关举措。其中，4月11日，盒马宣布，面向中国外贸企业开放入驻通道，绿 色通道24小时专人加急处理，简化认证流程，缩短审核认证周期。同时，将开放"云享会"频道作为进驻 快车道，主要面向百货品类（家居用品、户外运动、宠物、美妆、母婴、康养等）外贸企业，后续还将 在频道内上线"外贸专区"。同日，叮咚买菜平台宣布面向广大外贸企业招募优质合作伙伴，"我们可以 为全品类食品和家庭日用品提供销售平台，开放更多商品联名和定制的合作需求，释放商品包装、仓储 设备等多项采购需求。" 编辑 王琳 校对 穆祥桐 新京报讯（记者张洁）在第五届消博会期间，商务部启动外贸优品中华行活动，推进内外贸一体化、帮 助外贸产品拓内销。在政策推动下，零售企业纷纷发力 ...

Core Viewpoint - Yonghui Supermarket's transformation project, inspired by Pang Donglai, is facing challenges as initial customer enthusiasm wanes and operational issues arise [2][21]. Group 1: Customer Traffic and Product Demand - After the initial opening, customer traffic at Yonghui's "Pang Transformation" stores has significantly decreased, with reports indicating that popular products are no longer in high demand [6][7]. - The first month of operation for the Beijing Shijingshan store saw over 90,000 visitors, but current customer flow is described as sparse, even on weekends [6][7]. Group 2: Supplier Relationships and Pricing Strategy - Yonghui's strategy of direct sourcing, eliminating middlemen, has led to thin or zero profit margins, raising concerns about long-term sustainability [12][11]. - Suppliers express that the current low-margin model is unsustainable, as operational costs will eventually necessitate price increases [12][13]. - The direct sourcing policy has pressured suppliers to reduce product sizes and customize offerings to meet Yonghui's pricing demands [13][14]. Group 3: Employee Compensation and Working Conditions - Despite some salary increases for employees, Yonghui's compensation still lags significantly behind Pang Donglai, with store managers earning up to 22,000 yuan compared to Pang Donglai's 78,000 yuan [15][18]. - Employee benefits, such as vacation days, are also less favorable at Yonghui, with only 10 days of annual leave compared to Pang Donglai's 150 to 180 days [15][18]. Group 4: Overall Transformation Challenges - Yonghui's adaptation of Pang Donglai's model is seen as incomplete, with industry experts noting that the company has not fully embraced the necessary cultural and operational changes [19][22]. - The ongoing financial struggles, including projected losses of 1.4 billion yuan for 2024, highlight the difficulties Yonghui faces in implementing effective reforms [21][22].

文 | 《 BUG 》栏目 罗宁 近日，永辉超市开封星光天地店完成胖东来调改，成为全国调改门店的第 55 家。 自从去年 5 月，永辉超市首次发布门店调改公告，时间已过去近 1 年，这些"胖改"店陆续 营业步入正轨。在胖东来的流量光环下，大众对"胖永辉"抱有相当高的预期，但调改后的 实际效果究竟如何？ 近日，《 BUG 》栏目分别前往北京石景山喜隆多店、大兴区鸿坤广场店实地走访，发现开 业热潮褪去后的永辉"胖改"项目，正显露出改造不够彻底的尴尬现实： 第一，从客流来看，曾经的人潮盛况早已不再，那些一物难求的网红产品，如今既不缺货也 无需抢购，甚至无人问津。 第二，从零供关系看，有供应商直言，"胖永辉"砍掉中间商后，超市以薄利甚至零毛利运 营，长期将不可持续，且直采方式对超市资金链形成较大考验。另有供应商透露，裸价直采 政策推出后，挤压了品牌方利润空间，倒逼企业通过产品减量定制化降本。 第三，从员工薪资以及休假待遇看，调改后的"胖永辉"依然不及胖东来，且薪资差距很 大。 探访：客流回归平淡， 网红产品不再抢购 （图为永辉喜隆多店） 近日，《 BUG 》栏目在中午时间段走访了位于石景山的永辉喜隆多店，这家是永辉超 ...

Core Insights - Yonghui Supermarket's transformation project, inspired by Pang Donglai, has not met high expectations as customer traffic and product demand have significantly declined since the initial excitement [2][4][6] - The direct sourcing strategy adopted by Yonghui has led to unsustainable low profit margins, raising concerns about the long-term viability of this model [8][9] - Employee compensation and benefits at Yonghui remain significantly lower than those at Pang Donglai, indicating a lack of comprehensive learning from the latter's operational model [10][12] Group 1: Customer Traffic and Product Demand - Yonghui's "Pang Transformation" stores have seen a drastic drop in customer traffic, with previously popular products now readily available and not in demand [2][6] - The initial surge in customer visits, such as 90,000 in the first month at the Shijingshan store, has not been sustained, leading to a more subdued shopping environment [4][6] Group 2: Supply Chain and Profitability - Yonghui's strategy of eliminating middlemen and adopting a direct sourcing model has resulted in thin or zero profit margins, which suppliers believe is not sustainable in the long run [8][9] - Suppliers have reported that the direct sourcing approach has pressured their profit margins, forcing them to reduce product sizes or customize offerings to meet Yonghui's pricing demands [9] Group 3: Employee Compensation and Benefits - There is a notable disparity in employee compensation between Yonghui and Pang Donglai, with Yonghui's store managers earning a maximum of 22,000 yuan compared to Pang Donglai's 78,000 yuan [10][12] - Yonghui's employee benefits, such as vacation days, are significantly less generous than those offered by Pang Donglai, which raises concerns about employee satisfaction and retention [10][12] Group 4: Strategic Challenges - Yonghui's adaptation of Pang Donglai's model appears selective and incomplete, focusing on optimizing its existing framework rather than fully embracing the operational ethos of Pang Donglai [12][13] - Industry analysts suggest that Yonghui's current approach may not effectively address its underlying operational challenges, indicating a need for a more profound transformation [12][13]

4月18日，永辉超市（601933）太原首家"学习胖东来"自主调改店在迎泽区中正天街焕新开业，游客带来兼具"国际范、本土味"的品质消费体验。 根据记者获悉的数据，该店开业后，永辉全国调改门店数量达55家，预计今年年中达100家，全年达200家。主流判断认为，永辉超市的转型实践，既体现了 传统零售业应对消费升级的解题思路，也为实体商业参与城市功能建设提供了创新样本。 公司方面向记者表示，未来，永辉将坚定学习胖东来模式走品质零售路线，以高质价比、优质服务与差异化商品开发，更好地满足国人需求，努力成为更适 合中国主流家庭的国民超市。 近年来，随着外部市场环境变化，永辉超市一直在企业管理和经营上探索转型之路。胖东来高品质的商品、服务以及美好的企业文化，为永辉超市指明了转 型方向，2024年5月，于东来和团队对永辉超市开始帮扶，在郑州启动帮扶调改，首个调改开业的郑州信万广场店在门店的品质、口碑、客流、消费以及对 整体商圈的带动上都有了长足进步。 三山环抱、一水中分，山西省太原市是一座拥有2500余年建城史的国家历史文化名城。在近几年扩内需促消费背景下，太原着力推进创新，成为重要的旅游 打卡城市，"锦绣太原"知名度和美誉 ...