Core Viewpoint - Yonghui Supermarket has initiated a transformation process inspired by the "Fat Donglai model," which has led to significant changes in its operations and management structure, aiming to improve customer experience and profitability [2][6]. Group 1: Transformation Progress - Yonghui Supermarket's transformation began over 500 days ago, with a visit to Fat Donglai's chairman, which marked the start of the "Fat Reform" [2]. - The company announced that Guangdong Jun Cai International Trade Co., a subsidiary of Miniso, will acquire shares from several stakeholders, including JD.com, indicating a strategic shift in ownership and management [2]. - The newly appointed CEO, Wang Shoucheng, reported an average customer traffic increase of 80% in transformed stores, with over 60% of stabilized stores achieving their highest profitability in five years [2][7]. Group 2: New Strategies and Methodologies - Yonghui has developed its own "transformation methodology," moving from external assistance to a self-directed approach in store modifications [3]. - The company has implemented a systematic evaluation framework for transformed stores, focusing on various performance metrics, including customer service and product quality [3]. - The three-year goal includes a comprehensive product-centered transformation involving 200 strategic partners and 100 major products, emphasizing a commitment to no channel fees and timely payments [3][4]. Group 3: Product Development and Market Focus - Yonghui aims to shift its focus from traditional retail practices to a more product-centric approach, dedicating resources to market analysis and product development [4]. - The company has launched a series of private label products, adhering to high standards of quality and pricing, similar to successful items from Fat Donglai [5]. - Recent data shows that transformed stores have significantly improved customer engagement, with a net promoter score (NPS) exceeding 40% in 102 stores and sales during peak seasons increasing by over 100% [7]. Group 4: Financial Performance and Future Outlook - Despite ongoing transformation efforts, Yonghui reported a revenue decline of 14.07% year-on-year, with a net loss of 1.465 billion yuan, marking the fourth consecutive year of losses [6]. - The company anticipates a gradual recovery, aiming to regain customer trust over the next 3-5 years and establish itself as a respected supermarket brand in the long term [7].

10月16日，永辉超市盘中下跌2.01%，截至09:38，报4.87元/股，成交1.99亿元，换手率0.45%，总市值 441.95亿元。 资金流向方面，主力资金净流出495.36万元，特大单买入1524.90万元，占比7.67%，卖出2496.37万元， 占比12.55%；大单买入4192.01万元，占比21.08%，卖出3715.90万元，占比18.69%。 永辉超市今年以来股价跌23.19%，近5个交易日涨5.18%，近20日跌5.80%，近60日涨2.74%。 今年以来永辉超市已经1次登上龙虎榜，最近一次登上龙虎榜为4月8日。 资料显示，永辉超市股份有限公司位于福建省福州市鼓楼区湖头街120号，成立日期2001年4月13日，上 市日期2010年12月15日，公司主营业务涉及商品零售业连锁经营。主营业务收入构成为：食品用品 56.78%，生鲜及加工38.42%，其他3.30%，租赁收入1.51%。 永辉超市所属申万行业为：商贸零售-一般零售-超市。所属概念板块包括：社区团购、新零售、预制 菜、跨境电商、低价等。 机构持仓方面，截止2025年6月30日，永辉超市十大流通股东中，香港中央结算有限公司位居第七 ...

（企业公告） 10月15日，永辉超市发布公告称，公司近日收到公司副总裁罗雯霞的《股份减持计划告知函》，现将上 述有关减持计划情况公告如下：因个人资金需求原因，罗雯霞拟通过集中竞价方式减持公司股份不超过 108,790股，即不超公司总股本0.0012%。减持价格视市场情况确定。本减持计划自公告之日起十五个交 易日后的三个月内进行。若减持计划期间公司有送股、资本公积金转增股本等股份变动事项，上述减持 数量将相应进行调整。 此外，截止本公告日，罗雯霞持有公司股份435,160股，占公司总股本的0.0048%。 ...

Core Insights - On October 15, Haier Biomedical and Hainan Huatie disclosed shareholding increases, while 23 A-share listed companies announced shareholding reductions [1][3] Group 1: Shareholding Increases - Haier Biomedical's major shareholder, Jiusiyouxuan No.1 Private Securities Investment Fund, has become a shareholder with over 5% stake [3] - Hainan Huatie's second-largest shareholder, Hu Danfeng, completed a share increase plan, accumulating 6.448 million shares [3] Group 2: Shareholding Reductions - Ugreen Technology plans to reduce its shareholding by up to 1.5% [3] - Dongxin Peace's directors, Chen Zongchao and Huang Xiaopeng, plan to reduce their shareholdings [3] - Meilixin's director, Ma Minghai, and others intend to reduce their holdings by up to 0.34% [3] - Dongsoft Zhaibo's controlling shareholder, Lanhai Ruisheng, plans to reduce its stake by up to 1.06% [3] - Demingli's second-largest shareholder, Wei Hongzhang, intends to reduce its holdings by up to 1.32% [3] - Nanling Technology's shareholders plan to collectively reduce their holdings by up to 3.26% [3] - Lio Co., Ltd. plans to reduce up to 135 million shares of its repurchased shares [3] - Huizhiwei's second-largest shareholder, the National Fund Phase II, plans to reduce its holdings by up to 1% [3] - Hahuan Huadong's shareholder, Hexie Investment, plans to reduce its holdings by up to 1% [3] - Huichuangda's shareholder, Ningbo Tongjia, plans to reduce its holdings by up to 2.9999% [3] - Jinsong New Materials' shareholder, Ningbo Liyi, plans to reduce its holdings by up to 2% of the total share capital [3] - Feirongda's controlling shareholder and actual controller plan to reduce their holdings [3] - Deyi Culture's specific shareholder, Chen Lan, plans to reduce its holdings by up to 1% [3] - Sanfeng Intelligent's Dong Chenwei and his associates plan to reduce their holdings by up to 2.85% [3] - Yilian Forging's shareholder, Gaoxin Tonghua, plans to reduce its holdings by up to 3% [3] - Huada Jiutian's fourth-largest shareholder, the National Fund, has cumulatively reduced 2.7147 million shares [3] - Riyue Co., Ltd.'s director and vice president, Zhang Jianzhong, plans to reduce up to 156,900 shares [3] - Western Gold's second-largest shareholder, Yang Niurong, plans to reduce up to 18.22 million shares [3] - Yonghui Supermarket's vice president, Luo Wenxia, plans to reduce up to 109,000 shares [3] - Baobian Electric's shareholder, the financial arm of the military industry, plans to reduce up to 0.98% [3] - Keli Sensor's Lu Zhonggeng and Huang Zhaoxia plan to reduce their holdings by up to 0.4807% and 0.0359% respectively [3] - Shuhua Sports' shareholders plan to collectively reduce their holdings by up to 3% [3] - Jintuo Co., Ltd.'s shareholders, Pan Zhu He and others, plan to reduce their holdings by up to 2.95% [3]

Core Insights - On October 15, several A-share listed companies disclosed their shareholding changes, with notable increases and decreases in holdings by major shareholders [1] Group 1: Increased Holdings - Haier Biomedical's major shareholder, Jiusiyouxuan No.1 Private Securities Investment Fund, has become a shareholder with over 5% stake [2] - Hainan Huate's second-largest shareholder, Hu Danfeng, completed a share buyback plan, accumulating 6.448 million shares [2] Group 2: Decreased Holdings - Ugreen Technology's shareholders plan to reduce their holdings by up to 1.5% [2] - Dongxin Peace's directors, Chen Zongchao and Huang Xiaopeng, are planning to sell shares [2] - Meilixin's director, Ma Minghai, and others intend to reduce their holdings by up to 0.34% [2] - Dongsoft Zhaibo's controlling shareholder, Lanhai Ruisheng, plans to reduce holdings by up to 1.06% [2] - Demingli's second-largest shareholder, Wei Hongzhang, intends to reduce holdings by up to 1.32% [2] - Nanling Technology's shareholders plan to collectively reduce holdings by up to 3.26% [2] - Liou Co. plans to reduce up to 135 million shares of repurchased stock [2] - Huizhiwei's second-largest shareholder, the National Fund II, plans to reduce holdings by up to 1% [2] - Other companies, including Hahai Transportation, Huichuangda, and others, have also announced plans for share reductions [2]

Core Viewpoint - Yonghui Supermarket (601933.SH) announced that Vice President Luo Wenxia plans to reduce her shareholding by up to 108,800 shares due to personal funding needs, with the selling price determined by market conditions [1] Summary by Sections - **Share Reduction Plan** - The share reduction will be executed through a centralized bidding method [1] - The plan will take place within three months starting from fifteen trading days after the announcement [1]

高管持股的基本情况 截止本公告日，永辉超市股份有限公司（以下简称"公司"）副总裁罗雯霞女 士持有公司股份 435,160 股，占公司总股本的 0.0048%。 集中竞价减持计划的主要内容 公司近日收到罗雯霞女士的《股份减持计划告知函》，现将上述有关减持计 划情况公告如下：因个人资金需求原因，罗雯霞女士拟通过集中竞价方式减持公 司股份不超过 108,790 股。减持价格视市场情况确定。本减持计划自公告之日 起十五个交易日后的三个月内进行。若减持计划期间公司有送股、资本公积金转 增股本等股份变动事项，上述减持数量将相应进行调整。 | 股东名称 | 罗雯霞 | | | | --- | --- | --- | --- | | 股东身份 | 控股股东、实控人及一致行动人 | □是 | √否 | | | 直接持股 5%以上股东 | □是 | √否 | | | 董事、监事和高级管理人员 | √是 | □否 | | | 其他：不适用 | | | | 持股数量 | 435,160股 | | | | 持股比例 | 0.0048% | | | | 当前持股股份来源 | 股权激励取得：435,160股 | | | 证券代码：6019 ...

永辉超市(601933.SH)公告称，公司副总裁罗雯霞因个人资金需求，计划通过集中竞价方式减持公司股 份不超过108,790股。减持计划自公告之日起十五个交易日后的三个月内进行。减持价格视市场情况确 定。 ...

Core Insights - Yonghui Supermarket's CEO announced an average customer traffic increase of 80% in remodeled stores, with over 60% of these stores achieving profitability levels surpassing the peak of the past five years [1] - The company is focusing on "people" and "products" for future remodeling efforts, transitioning from broad horizontal adjustments to refined deep upgrades [1] - Yonghui has launched two product series, "Yonghui Custom" and its private label "Quality Yonghui," covering over 20 products across various categories [1][2] Customer Experience - The average Net Promoter Score (NPS) for 102 remodeled stores exceeds 40, with 19 stores achieving scores over 50, indicating a strong customer satisfaction level [1] - The company has a five-year development plan to create 500 private label products, enhancing its product offerings [1][2] Employee Engagement - From January to August 2025, Yonghui Supermarket distributed over 31 million yuan in employee bonuses, with the highest monthly bonus per store exceeding 300,000 yuan [1] - Nearly 5,000 employees participated in skill certification programs, achieving a professional pass rate of 78.2% [1] Product Strategy - Yonghui Supermarket's "Product Centered" strategy aims to establish 200 core strategic partnerships and develop 100 billion-yuan level products within three years [2] - The product structure includes high-quality items from well-known brands, Yonghui Custom products, and the Quality Yonghui private label, focusing on quality and price balance [2]

Market Overview - The general retail sector increased by 1.75% on October 15, with Guoguang Chain leading the gains [1] - The Shanghai Composite Index closed at 3912.21, up 1.22%, while the Shenzhen Component Index closed at 13118.75, up 1.73% [1] Key Performers in General Retail Sector - Guoguang Chain (605188) closed at 20.90, up 10.00% with a trading volume of 497,000 shares and a transaction value of 982 million [1] - Gongxiao Daji (000564) closed at 2.70, up 4.65% with a trading volume of 8.9632 million shares [1] - Nanning Department Store (600712) closed at 6.95, up 4.35% with a trading volume of 301,300 shares [1] - Other notable performers include Ningbo Zhongbai (600857) up 3.29%, Huijia Times (603101) up 3.03%, and Xiaoshangpin City (600415) up 2.99% [1] Fund Flow Analysis - The general retail sector experienced a net outflow of 37.3361 million from institutional investors, while retail investors saw a net outflow of 68.7188 million [2] - Speculative funds had a net inflow of 106 million [2] Individual Stock Fund Flow - Yonghui Supermarket (601933) had a net inflow of 124 million from institutional investors but a net outflow of 43.9539 million from speculative funds and 79.5655 million from retail investors [3] - Gongxiao Daji (000564) saw a net inflow of 109 million from institutional investors, with net outflows from both speculative and retail investors [3] - Other stocks like Huajian Co. (000882) and Hongqi Chain (002697) also showed significant net inflows from institutional investors [3]