11月11日晚，永辉超市发布公告称，公司收到董事长张轩松及其一致行动人的告知函，因自身资金需求拟通过集中竞价交易方式减持公司股份合计不超过 9075万股，即不超过公司总股本的1%。该减持计划自公告之日起十五个交易日后的三个月内进行。 截至2025年6月30日，张轩松及其一致行动人合计持股永辉超市12.75亿股，占比14.05%。目前，张轩松为永辉超市法定代表人、董事长、董事等，持有该 公司8.72%股份。 若以公告当日（11月11日）收盘价4.74元/股计算，本次减持股份市值约为4.3亿元。 值得一提的是，就在本次减持的前四天，永辉超市副总裁罗雯霞刚刚完成一笔减持。11月7日，永辉超市公告称，罗雯霞于2025年11月7日通过集中竞价减 持10.87万股，占公司总股本0.0012%，成交价4.59元/股，成交金额49.89万元。 对于营收下滑，永辉的解释为行业竞争激烈，消费者习惯变化，存量普通门店客流、客单下滑。同时，该公司正优化调改门店，淘汰尾部门店，门店数量 减少。 数据显示，截至今年三季度末，永辉超市已开业门店为450家，累计关闭门店325家，其2024年底为775家。其中，第三季度仅新开2家。 | | ...

每经编辑｜许绍航 11月11日晚，永辉超市发布公告称，公司收到董事长张轩松及其一致行动人的告知函，因自身资金需求拟通过集中竞价交易方式减持公司股份合计不超过 9075万股，即不超过公司总股本的1%。该减持计划自公告之日起十五个交易日后的三个月内进行。 截至2025年6月30日，张轩松及其一致行动人合计持股永辉超市12.75亿股，占比14.05%。目前，张轩松为永辉超市法定代表人、董事长、董事等，持有该 公司8.72%股份。 若以公告当日（11月11日）收盘价4.74元/股计算，本次减持股份市值约为4.3亿元。 值得一提的是，就在本次减持的前四天，永辉超市副总裁罗雯霞刚刚完成一笔减持。11月7日，永辉超市公告称，罗雯霞于2025年11月7日通过集中竞价减 持10.87万股，占公司总股本0.0012%，成交价4.59元/股，成交金额49.89万元。 资料显示，永辉超市主要业务为通过线下门店端+线上出售精选商品，业务覆盖各年龄段消费者。 图源：永辉超市官网 业绩方面，今年前三季度，永辉超市实现营业收入424.34亿元，同比下降22.21%；净利润亏损约7.10亿元，亏损同比扩大811.60%。去年同期，其归母净 亏 ...

Core Viewpoint - Yonghui Supermarket's major shareholder, Zhang Xuansong, and his associated entity plan to reduce their holdings due to personal financial needs, which may impact the company's stock performance in the near term [2][3]. Shareholder Reduction Plan - The shareholder intends to reduce up to 90.75 million shares, representing a maximum of 1% of the total shares [3]. - The reduction will occur through centralized bidding over a three-month period starting from December 4, 2025 [3]. - If the reduction is fully executed, 53% of the shares held by the associated entity will be sold [3]. Market Reaction - Following the announcement, Yonghui Supermarket's stock opened lower and closed at 4.61 yuan, suggesting a potential profit of approximately 418 million yuan for the shareholder if the reduction is completed at this price [3]. Company Performance and Strategy - As of September 30, Yonghui Supermarket operated 450 stores, with 222 undergoing transformation under the "Learning from Pang Donglai" initiative, indicating significant progress in its operational strategy [4]. - Despite the transformation efforts, the company has faced challenges, including a decline in revenue and profits, leading to multiple shareholder reduction announcements this year [4]. Financial Results - For the first three quarters of the year, Yonghui Supermarket reported revenue of 42.434 billion yuan, a year-on-year decrease of 22.21%, and a net loss of 710 million yuan, which is an eightfold increase compared to the same period last year [5]. - Analysts suggest that the company may begin to recover from its transformation challenges by 2026-2027, with expectations of reduced losses next year and potential profit release by 2027 [5].

Core Viewpoint - Major shareholder Zhang Xuansong and his associated entity plan to reduce their stake in Yonghui Supermarket due to personal funding needs, which may impact the company's stock performance in the near term [1][2]. Shareholder Reduction Plan - The shareholder, Shanghai Xishirun Investment Management Co., Ltd. - Xishirun Helun No. 6 Private Securities Investment Fund, intends to reduce up to 90.75 million shares, representing a maximum of 1% of the total shares [2]. - The reduction will occur through centralized bidding over a three-month period starting fifteen trading days after the announcement [1][2]. - If the reduction is fully executed, 53% of the shares held by the fund will be sold [2]. Recent Stock Performance - Following the announcement, Yonghui Supermarket's stock opened lower, closing at 4.61 yuan, which could yield approximately 418 million yuan in profit for the shareholder if the reduction is completed at this price [2]. - The last personal reduction by Zhang Xuansong occurred in March 2023, where he sold 90.48 million shares at an average price of 3.32 yuan, totaling over 300 million yuan [3]. Company Transformation and Market Response - Yonghui Supermarket has initiated a transformation inspired by "Learning from Pang Donglai," with 450 stores nationwide and 222 stores already undergoing transformation as of September 30 [5]. - Despite the transformation efforts, the company has faced challenges, including the closure of underperforming stores, leading to a decline in both revenue and profit [6]. - For the first three quarters of the year, Yonghui reported revenue of 42.434 billion yuan, a year-on-year decrease of 22.21%, and a net loss of 710 million yuan, significantly worsening from a net loss of 78 million yuan in the same period last year [8]. Future Outlook - Market analysts are focused on when the transformation will yield tangible improvements in performance, with expectations that Yonghui may begin to recover from its reform challenges between 2026 and 2027 [8].

今年三季度，永辉超市营收同比下滑25.55%至124.86 亿元；净亏损4.69 亿元，较上年同期亏损增加1.16 亿元。对于营收下滑，永辉的解释为行业竞争激烈，消费者习惯变化，存量普通门店客流、客单下滑。 同时，该公司正优化调改门店，淘汰尾部门店，门店数量减少。 此外，永辉超市提到，截至三季度， 永辉调改门店共计222 家，预计2026年春节前将达300家，贡献占比将大幅提升。据永辉官网，10月调 改店客流平均增长80%，超 60%进入稳定期的调改门店，盈利水平创5年新高。 截至此次发稿，永辉超市报收4.61元/股，跌2.74%。 就在本次减持的前四天，永辉超市副总裁罗雯霞刚完成一笔减持。11月7日，永辉超市公告称，罗雯霞 于2025年11月7日通过集中竞价减持10.87万股，占公司总股本0.0012%，成交价4.59元/股，成交金额 49.89万元。本次减持计划与2025年10月16日披露的计划一致，减持计划已实施完毕。 公司高层接连减持背后，是永辉超市持续承压的业绩表现。今年前三季度，永辉超市实现营业收入 424.34亿元，同比下降22.21% ；归母净亏损约7.10亿元，同比扩大8倍以上。去年同期，其 ...

【#永辉超市董事长张轩松减持套现超4亿元#】 11月11日晚，永辉超市公告称，该公司近日收到董事长 张轩松及其一致行动人出具的《股份减持计划告知函》 ，因自身资金需求拟通过集中竞价交易方式减 持公司股份合计不超过9075万股，即不超过公司总股本的1%。减持价格视市场情况确定。减持期间为 2025年12月4日-2026年3月3日。 如果按照11月11日收盘价4.74元/股计算，本次减持金额约为4.3亿元。截至2025年6月30日，张轩松及其 一致行动人合计持股永辉超市12.75亿股，占比14.05%。张轩松为永辉超市法定代表人、董事长、董事 等，持有该公司8.72%股份。 就在本次减持的前四天，永辉超市副总裁罗雯霞刚完成一笔减持。11月7日，永辉超市公告称，罗雯霞 于2025年11月7日通过集中竞价减持10.87万股，占公司总股本0.0012%，成交价4.59元/股，成交金额 49.89万元。本次减持计划与2025年10月16日披露的计划一致，减持计划已实施完毕。（智通财经） 「「」」「日」」「八」、「「」」「「」「」「」「「」「「「 到董事长张轩松及其一致行动人出具的《股份 减持计划告知函》，因自身资金需求拟 ...

Core Viewpoint - The recent share reduction plans by the chairman and executives of Yonghui Supermarket reflect the company's ongoing financial struggles, highlighted by significant revenue declines and increased net losses in recent quarters [2][3]. Group 1: Share Reduction Plans - Yonghui Supermarket announced that Chairman Zhang Xuansong and his associates plan to reduce their holdings by up to 90.75 million shares, representing no more than 1% of the total share capital, due to personal funding needs [2]. - The reduction period is set from December 4, 2025, to March 3, 2026, with the selling price to be determined based on market conditions [2]. - Prior to this announcement, Vice President Luo Wenxia completed a share reduction of 10.87 million shares on November 7, 2025, at a price of 4.59 yuan per share, totaling approximately 0.0012% of the company's total share capital [2]. Group 2: Financial Performance - In the first three quarters of the year, Yonghui Supermarket reported a revenue of 42.434 billion yuan, a year-on-year decline of 22.21% [3]. - The company experienced a net loss attributable to shareholders of approximately 710 million yuan, which is more than eight times the loss of 77.87 million yuan reported in the same period last year [3]. - The decline in net profit is attributed to decreased revenue and a drop in gross margin, primarily due to store adjustments and the optimization of product structure and procurement strategies [3]. Group 3: Store Closures and Adjustments - As of the end of the third quarter, Yonghui Supermarket had closed a total of 325 stores, with 102 closures occurring in the third quarter alone, while only 2 new stores were opened [3]. - The company aims to reduce its total number of stores to 1,000 by the end of 2023 and further down to 775 by the end of 2024 [3]. - Despite the closures, same-store sales have shown positive growth after focusing on optimizing existing stores and core adjustments [3].

永辉超市(601933.SH)又出利空。 就在本次减持的前四天，永辉超市副总裁罗雯霞刚完成一笔减持。11月7日，永辉超市公告称，罗雯霞于2025年11月7日 通过集中竞价减持10.87万股，占公司总股本0.0012%，成交价4.59元/股，成交金额49.89万元。本次减持计划与2025年 10月16日披露的计划一致，减持计划已实施完毕。 截至今年9月30日，永辉超市开业门店450家，现存调改已开业门店共计222家。永辉超市表示，在主动优化存量门店并 聚焦核心调改门店后，前三季度累计同店销售额已恢复正增长。 公司高层接连减持背后，是永辉超市持续承压的业绩表现。今年前三季度，永辉超市实现营业收入424.34亿元，同比下 降22.21% ；归母净亏损约7.10亿元，同比扩大8倍以上。去年同期，其归母净亏损为7786.57万元。 目前，永辉超市仍在持续关闭亏损门店。11月初，据深圳商报报道，永辉超市罗湖太阳广场店、南山来福士广场店发布 公告称，两店将于11月16日正式停止营业。这两家店均位于深圳的核心商圈。 针对归母净亏损扩大，永辉超市表示，这主要是受到营收和毛利率下滑的影响。三季度毛利率下滑主要是公司在门店调 改过 ...

需要注意的是，虽然位居董事长，可张轩松离永辉实控人位置有着距离。 2024年，名创优品全资子公司骏才国际以62.7亿元收购永辉超市29.4%的股权， 此后名创优品成为永辉第一大股东。2025年3月，永辉公告称 为加快改革转型步伐， 拟正式成立改革领导小组，由名创优品实控人叶国富担任改革领导小组组长，9 名永辉公司高管担任组员。 由于该公司 暂未聘任CEO，董事会授权公司改革领导小组代行CEO职责。 2025年9月18日，永辉超市公告称，聘任王守诚为公司首席执行官（CEO）。公告显示，王守诚于1991年4月出生，北京大学硕士学历。任职永 辉超市董事、 改革领导小组副组长、 副总裁， 兼任运营支持部负责人、筹建支持部负责人，分管招商部。 记者丨 贺泓源 实习生韦怡琦 编辑丨高梦阳 永辉超市董事长张轩松选择减持永辉。 11月11日晚，永辉超市公告称，该公司近日收到张轩松先生及其一致行动人出具的《股份减持计划告知函》 ， 因自身资金需求拟通过集中竞 价交易方式减持公司股份合计不超过90,750,000股，即不超过公司总股本的 1%。减持价格视市场情况确定。该减持计划自公告之日起十五个 交易日后的三个月内进行。 张轩松 ...

Group 1 - Company plans to repurchase shares worth between 50 million to 100 million yuan at a price not exceeding 14.00 yuan per share to reduce registered capital [1] - Company is engaged in investment operations, environmental engineering EPC, water treatment equipment production and sales, and water environment design consulting [1] Group 2 - Company announced a change in its joint venture investment project to a "100,000 tons/year waste rubber green low-carbon recycling preparation of carbon-based new materials project" with a total investment of 88 million yuan for the first phase [2][3] Group 3 - Company received an administrative regulatory measure decision from the Beijing Securities Regulatory Commission due to the failure to timely disclose the judicial freeze of shares [4] - The controlling shareholder's shares were frozen, accounting for 13.9% of the total share capital [4] Group 4 - Company is in the product development stage for its embodied intelligent robot business, which has not yet achieved mass production or revenue generation [5][6] Group 5 - Shareholders plan to reduce their holdings by up to 2.98% of the company's total shares through various trading methods [7][8] - Company specializes in the research, design, manufacturing, and sales of material handling equipment [9] Group 6 - Shareholders plan to reduce their holdings by up to 3% of the company's total shares [10][11] Group 7 - Shareholders plan to reduce their holdings by up to 1% of the company's total shares [12][18] Group 8 - Company announced the receipt of a property with an estimated value of 133 million yuan, which is expected to increase pre-tax profits by approximately 130 million yuan for the 2025 fiscal year [17][18] Group 9 - Company announced that its main product, phosphorus trichloride, is primarily used in the production of water treatment agents [19] - The company is facing risks related to the administrative approval process for a project that is behind schedule [19] Group 10 - Controlling shareholders plan to reduce their holdings by up to 3.66% of the company's total shares [20][21] Group 11 - Company signed a strategic framework agreement with a robotics company to collaborate on applications in intelligent manufacturing [22] Group 12 - Company plans to issue H-shares and apply for listing on the Hong Kong Stock Exchange [23] Group 13 - Controlling shareholder plans to transfer 5% of the company's shares as part of a cash acquisition arrangement [24] Group 14 - Company announced a change in control with a new controlling party following a share transfer agreement [25] Group 15 - Company plans to transfer 60% of its subsidiary's equity at a base price of 1.6756 million yuan, which is expected to reduce net profit by approximately 26.4 million yuan for the 2025 fiscal year [26] Group 16 - Major shareholder plans to provide a loan of up to 1.666 billion yuan to the company for debt repayment purposes [27]