直接挂在门把手上 扫码后会出现客服页面 近日 多位网友在社交媒体发文表示 收到了盒马鲜生免费试吃卡 甚至有人称所在小区每层每户都有 客服称"盒马鲜生邀请新老客户 参与试用试吃活动" 并要求提供姓名、手机号、 收货地址等信息 还有客服诱导下载App 不少网友表示 卡片看起来样式精美、很真实 扫码后才察觉异常 除了盒马鲜生外 也有网友表示收到了 永辉超市、大润发等 知名超市的试吃卡 还有网友称收到了京东礼盒 礼盒中包含一套碗和几张京东的礼品卡 这些试吃卡、礼品卡 都是假的！ 盒马相关负责人回应称，目前盒马未开展此类活动，请消费者务必提高警惕，切勿轻信此类信息，如有 任何关于盒马活动的疑问及需要核实真假，可咨询盒马客服。 朴朴超市相关负责人表示，公司未开展此类活动，官方账号已对此事做出提示。 永辉超市则表示，近期关注到有不明组织冒用永辉名义发放虚假"1000元购物卡""永辉试吃卡"等，此类 活动并非永辉官方举办，相关卡片也非永辉发行。 京东客服回应称，京东礼品卡赠送活动是假的。 如果消费者"扫一扫"，会是什么结果呢？调查发现，仍旧是被警方多次澄清的"送礼"骗局："客服"会将 消费者拉入"刷单群"或"投资群"，表示要 ...

福州"胖永辉"+1。永辉超市福州闽侯大学城店将完成为期多日的深度调改，即将于11月22日正式焕新开业。这是在福州市及闽侯县持续推动商业业态更新、 促进消费潜力释放的政策背景下，永辉超市积极回应，进一步深化其在本地市场的品质升级战略。 在水果区，门店精准开发民生刚需、特色差异与年轻潮流三类商品。在保留门店共性商品的同时，新增了果切果汁、冷萃茶、水果捞等年轻化新品，巧妙渗 透年轻客群的社交、通勤、轻食等多种生活场景。 蔬菜区则深度融入了本地饮食文化，专门为钟爱煲汤养生的福州顾客，导入了如石橄榄、金线莲、鲜人参、铁皮石斛等极具闽侯地方特色的炖汤系列食材， 凸显了浓郁的地域关怀。同时，通过定向种植蔬菜，从源头种子、育苗、培植到采摘进行全程溯源，保障了"从田间到餐桌"的食品安全。 该店位于闽侯上街永嘉天地，经营面积近3700平方米，是闽侯落地的第二家"胖改店"。调改后，门店标品SKU数达9574支，商品更换率高达40.7%，商品结 构已达到胖东来的80%，进口商品占比10.7%，一二线品牌商品近4500支，为品质奠定了坚实基础。 此次调改模式的成效，已通过区域首店——永辉昙石山店得到有力印证。尤其值得一提的是，其充满" ...

Group 1 - The core viewpoint of the report is to analyze the current sales status and future prospects of the instant retail service industry in China from 2025 to 2031 [1] - The report provides a comprehensive overview of the instant retail service market, including product definitions, statistical scope, and categorization by product types and applications [3][4] - It highlights the growth trends of different product types in the instant retail service sector from 2019 to 2031, indicating significant market expansion [3][4] Group 2 - The report forecasts the global and Chinese market sizes for instant retail services from 2019 to 2031, emphasizing China's increasing share in the global market [4][10] - It analyzes the competitive landscape of the industry, detailing revenue analysis and market share of major global players from 2019 to 2025 [4][5] - The report includes a SWOT analysis of Chinese companies in the instant retail service sector, providing insights into their strengths, weaknesses, opportunities, and threats [5][10] Group 3 - The report discusses the development opportunities and driving factors for the instant retail service industry, including consumer behavior changes and technological advancements [6][10] - It examines the supply chain dynamics within the instant retail service industry, detailing the procurement, production, and sales models [6][10] - The report also profiles major companies in the instant retail service market, including Meituan, Alibaba, and JD, providing insights into their business models and market positions [8][9]

11月20日，永辉超市跌5.06%，截至发稿，报4.13元/股，成交5.87亿元，换手率1.54%，总市值374.80亿 元。 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%。 中欧嘉选混合A（010947）成立日期2021年3月10日，最新规模9.87亿。今年以来收益25.94%，同类排 名3149/8136；近一年收益23.3%，同类排名3313/8055；成立以来亏损19.46%。 中欧嘉选混合A（010947）基金经理为王健。 截至发稿，王健累计任职时间16年28天，现任基金资产总规模71.4亿元，任职期间最佳基金回报 200.87%， 任职期间最差基金回报-22.38%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 从 ...

Core Insights - The A-share market in Fujian experienced a collective decline, with several stocks, including Zhongfutong and Longzhou Co., falling over 10% [1] - The stocks of Haixia Innovation and Pingtan Development were suspended for trading due to significant price deviations from their fundamentals [1] Summary by Category Stock Performance - Zhongfutong: -10.69%, market cap 4.701 billion, YTD increase 32.17% [2] - Longzhou Co.: -10.06%, market cap 3.571 billion, YTD increase 50.12% [2] - Tianma Technology: -10.02%, market cap 7.554 billion, YTD increase 17.74% [2] - China Wuyi: -9.88%, market cap 5.733 billion, YTD increase 31.77% [2] - Lidaxin: -9.86%, market cap 8.444 billion, YTD increase 10.20% [2] - Dongbai Group: -9.81%, market cap 7.437 billion, YTD increase 23.79% [2] - Other notable declines include Qipilong (-8.22%), Hai Xin Food (-8.05%), and Yong'an Forestry (-7.74%) [2] Market Context - The decline in Fujian stocks follows a period of sustained increases, indicating potential market corrections [1] - The suspension of Haixia Innovation and Pingtan Development highlights concerns over stock valuations relative to company fundamentals [1]

Group 1 - Multiple consumers reported receiving free tasting cards from Hema Fresh, with some claiming that every household in their building received one, leading to concerns about authenticity [1] - Other well-known supermarkets such as Yonghui Supermarket, RT-Mart, and Pupu Supermarket were also mentioned by consumers as having similar tasting cards distributed [4] - Investigations revealed that scanning the QR code leads to a scam where consumers are lured into "刷单" (order brushing) or investment groups, with promises of rewards for completing tasks [8] Group 2 - Hema Fresh's representative stated that the company has not launched any such promotional activities and urged consumers to be vigilant against such scams [9] - Pupu Supermarket and Yonghui Supermarket also confirmed that they have not initiated any related activities and warned consumers about the fraudulent cards being circulated [9] - JD.com confirmed that the gift card promotion mentioned is fake, further emphasizing the prevalence of scams using their brand [9] Group 3 - Police have issued reminders to consumers to adhere to the "three no" principles: do not trust unknown information, do not scan unknown QR codes, and do not transfer money for promised returns [10][12] - In case of falling victim to such scams, consumers are advised to cease all operations immediately and report to the police [11]

Core Viewpoint - Yonghui Supermarket's stock price declined by 5.02% to 4.35 yuan as of the market close on November 19 [1] Group 1: Stock Performance - Yonghui Supermarket's stock price fell to 4.35 yuan, marking a decrease of 5.02% [1] Group 2: Analyst Report - A brokerage firm released a report on November 13 titled "Yonghui Supermarket Q3 2025 Report Review: Adjustment Enters a Refined Depth Stage" [1] - The report maintains a "Buy" rating for Yonghui Supermarket [1]

Core Insights - The general retail sector experienced a decline of 1.76% on November 19, with Dongbai Group leading the losses [1][2] - The Shanghai Composite Index closed at 3946.74, up 0.18%, while the Shenzhen Component Index closed at 13080.09, unchanged [1] Retail Sector Performance - Notable gainers included: - Central Plaza (600280) with a closing price of 4.31, up 9.95% on a trading volume of 639,900 shares and a turnover of 276 million yuan [1] - Wuliangye (000882) with a closing price of 2.17, up 5.34% on a trading volume of 4,926,000 shares and a turnover of 1.105 billion yuan [1] - Major decliners included: - Dongbai Group (600693) with a closing price of 9.48, down 9.97% on a trading volume of 1,198,400 shares and a turnover of 1.147 billion yuan [2] - Yonghui Supermarket (601933) with a closing price of 4.35, down 5.02% on a trading volume of 2,483,300 shares and a turnover of 1.099 billion yuan [2] Capital Flow Analysis - The general retail sector saw a net outflow of 633 million yuan from institutional investors, while retail investors contributed a net inflow of 457 million yuan [2][3] - Key stocks with significant capital flow included: - Central Plaza (600280) with a net inflow of 96.93 million yuan from institutional investors, accounting for 35.15% of its trading volume [3] - Wuliangye (000882) with a net outflow of 11 million yuan from retail investors, representing a 10.63% share of its trading volume [3]

Core Insights - In 2024, 62 major supermarket companies are set to close a total of 3,037 stores, indicating a significant industry downturn affecting giants like CP Lotus, Yonghui, and RT-Mart [2][3] - The traditional supermarket model is losing ground to e-commerce and specialized retail formats, as consumer shopping habits shift towards convenience and efficiency [2][9] Industry Overview - The transition from traditional markets to supermarkets began in the 1990s, but the landscape has drastically changed in just over three decades, with large supermarkets now facing collective closures [3] - According to the latest report from the China Chain Store & Franchise Association, only 25 out of the top 100 supermarkets in China are expanding, while the majority are reducing their store counts [3][6] Store Closures - The most significant closures are attributed to Jibai Holdings, which closed 1,009 stores, accounting for one-third of the total closures in the industry [5][6] - Other notable closures include CR Vanguard with 493 stores, Yonghui with 234 stores, and Lianhua with 205 stores, all reflecting a downward trend in store numbers [5][6] Revenue Trends - Major supermarkets are experiencing substantial revenue declines, with Yonghui's revenue dropping from 48.7 billion to 29.9 billion yuan, and Lianhua's revenue falling from 13.5 billion to 9.5 billion yuan [7][9] Market Share Dynamics - The market share of supermarkets has decreased from 34% to 32% between 2019 and 2024, while hypermarkets have seen a drop from 19% to 13%. In contrast, e-commerce has surged from 22% to 32% [9][11] - The rise of community group buying and specialized stores has further eroded the traditional supermarket's customer base, highlighting a shift in consumer preferences [9][11] Efficiency and Competition - Traditional supermarkets are struggling with high operational costs and inefficiencies compared to smaller, more agile formats like Hema and Costco, which offer better profit margins and customer experiences [11][13] - The traditional model lacks competitive advantages in key areas such as product differentiation, shopping experience, and social engagement, leading to a decline in consumer interest [13][15] Future Outlook - The current wave of store closures is seen as a necessary industry reshuffle rather than a sudden crisis, as the market adapts to new consumer demands for efficiency and value [15] - There remains potential for growth in specialized retail formats that offer unique value propositions, indicating that the retail story is far from over [15]

Core Points - YH Supermarket's stock price decreased by 2.18% on November 19, trading at 4.48 CNY per share, with a total market capitalization of 40.656 billion CNY [1] - The company has experienced a year-to-date stock price decline of 29.34%, with recent trading days showing a 2.82% drop over the last five days and a 5.29% drop over the last twenty days [1] - For the first nine months of 2025, YH Supermarket reported a revenue of 42.434 billion CNY, a year-on-year decrease of 22.21%, and a net profit of -710 million CNY, a decrease of 811.60% [2] Financial Performance - The company has a total shareholder count of 309,400 as of September 30, 2025, which is a decrease of 14.02% from the previous period [2] - The average number of circulating shares per shareholder increased by 16.30% to 29,332 shares [2] - YH Supermarket has cumulatively distributed 7.101 billion CNY in dividends since its A-share listing, with no dividends paid in the last three years [3] Shareholder Structure - As of September 30, 2025, the sixth largest circulating shareholder is Hong Kong Central Clearing Limited, holding 99.161 million shares, a decrease of 4.3845 million shares from the previous period [3] - The Southern CSI 500 ETF has exited the list of the top ten circulating shareholders [3] Business Overview - YH Supermarket, established on April 13, 2001, and listed on December 15, 2010, operates primarily in the retail sector, with main business revenue sources including food and daily necessities (56.78%), fresh and processed food (38.42%), and other income (3.30%) [1] - The company is categorized under the retail trade sector, specifically in supermarkets, and is associated with concepts such as new retail, mergers and acquisitions, prepared dishes, community group buying, and Tencent concepts [1]