Core Insights - The core focus of the article is the strategic renovation of Yonghui Supermarket's flagship store in Yunnan, which aims to enhance the shopping experience and product offerings by adopting the "Pang Donglai model" [1] Group 1: Store Renovation and Product Strategy - The renovated store covers an area of nearly 4,200 square meters and features a total of 8,505 products, with 10% being newly introduced items [1] - The product structure has been upgraded to reach over 80% of the quality standards set by Pang Donglai, emphasizing a balance between high-quality and affordable products [1] Group 2: Customer Experience Enhancements - The store has eliminated traditional supermarket traffic patterns, widening main aisles and standardizing shelf heights to 1.6 meters to create a more comfortable shopping environment [1] - Checkout efficiency has been improved with a total of 19 cash registers, including both manual and self-service options, along with smart scales and refrigerated packing facilities to reduce customer wait times during peak hours [1] Group 3: Service Upgrades - The upgraded customer lounge area now offers amenities such as drinking water, microwaves, free charging stations, medical kits, and blood pressure monitors, along with pet storage and drinking facilities [1] - The meat and poultry counters provide free processing services, while the seafood section offers cleaning, oxygenation, and live fish handling services, and the fruit section has introduced a "sweetness rating" and consumption sequence suggestions [1]

场景创新，是此次调改的一大亮点。全新打造的 "烟火食街" 成打卡热点，全新打造的 "烟火食街" 成打 卡热点，华南超市首家引入的 "转转火锅" 独具吸引力，10 元锅底搭配 7 元 / 盘起的现切鲜牛肉，一人 一锅适配单人用餐、好友小聚等场景，成为工作日 "能量补给站"。现制肉蛋堡、现烤牛羊肉串、零添 加酱卤等档口，让超市从 "购物地" 变身 "美食社交场"。 深圳商报·读创客户端首席记者 刘琼 零售业态加速迭代，商超调改潮来袭。12月31日，华润万家旗下Olé Supermarket 华南首家调改门店深 圳宝能太古城店焕新开业，商品、场景、服务的全方位革新，开业 4 小时客流即破万人次，给消费者带 来全新的购物体验。 价格直降20%，主打亲民场景 "我们这次调改的核心，是围绕真实生活需求，让好商品和好价格触手可及。" 华润万家 Olé Supermarket 宝能太古城店相关负责人表示。据了解，商品整体焕新比例高达80%，价格直降近 20%， 同时精选 200 款性价比单品，让消费者购物无需等促销、不用凑满减，轻松实现"好货不贵"。 价格更加亲民，是记者走进门店后最直观的感受。13.99 元 30 枚的鲜鸡 ...

Core Viewpoint - The opening of the new flagship store of Yonghui Supermarket in Kunming marks a significant upgrade in the shopping experience, focusing on quality products and customer service while maintaining affordability for essential goods [1][23]. Store Overview - The newly renovated store covers an area of nearly 4,200 square meters, with a total of 8,505 product offerings, of which 10% are newly introduced items, achieving over 80% alignment with the product structure of the "Learning from Pang Donglai" model [3][4]. Product Offerings - The store emphasizes quality and affordability, featuring competitive prices for various products, such as sugar oranges at 7.9 yuan/kg, frozen sea-caught fish at 31.9 yuan/kg, and fresh chicken eggs at 8.9 yuan/box [6]. - The vegetable section has significantly increased its offerings of organic and highland vegetables, while the prepared food area includes popular items like grilled chicken and lamb skewers [8][9]. Seasonal Promotions - In anticipation of the New Year shopping season, Yonghui has launched nationwide promotional activities, including over a hundred holiday products and essential goods, with strategies like "quality at a fair price" and "superior products" [11]. - The store will also kick off the "New Yonghui, New Year Flavor" festival in January 2026, featuring a wide range of products to meet various festive needs [13]. Customer Experience Enhancements - The store has improved the shopping environment by widening main aisles and lowering shelf heights to create a more open and comfortable space [18]. - Customer service enhancements include a new rest area with amenities like drinking water, microwaves, and pet storage, as well as a flexible return policy promising refunds for unsatisfactory food items [19]. Employee Welfare - The store has increased the number of frontline employees and improved overall salary levels, implementing benefits such as paid annual leave and free employee meals to enhance staff satisfaction and service quality [21]. Strategic Goals - The opening of the Century Golden Source store represents a new starting point for Yonghui in Yunnan, aiming to provide high-quality, affordable products and a respectful shopping environment, positioning itself as a trusted partner for consumers during the festive season [23].

"深耕广东市场，我们既要把握县域消费升级的澎湃动力，又要兼顾超市的烟火气与品质感。"永辉超市两广大区负责人表示，将以品质零售为纽带，打造值 得广东消费者信赖的超市。 南方+记者 林捷勇 岁末年初，消费市场活力涌动，元旦经济为冬日增添了融融暖意与勃勃生机。12月31日，永辉超市胖东来模式调改店于普宁万泰汇购物中心焕新开业，这是 永辉在普宁的首家调改店，也是粤东地区首家"胖永辉"。 永辉超市普宁万泰汇店门店单品总数有8302支，其中新引入65支胖东来自有品牌商品，进口商品占比提升至12.4%。生鲜品类在保障民生基本需求的基础 上，大幅增加了中高端与特色品质商品的供给，以满足顾客日益多样化、精致化的生活追求。 ...

永辉超市在保定市区布局的首家学习胖东来自主调改门店——未来石万达店于12月31日焕新开业。 近日，商务部等三部门联合发布《关于加强商务和金融协同 更大力度提振消费的通知》，为年末消费 市场注入政策暖流。在此背景下，保定市商业升级步伐加快，区域消费活力激发。 继6月10日河北省首家"胖永辉"石家庄长安万达广场店开业后，该店成为永辉在河北省内完成的第11家 调改门店，标志着永辉"品质零售"模式在冀中核心城市的进一步聚焦。 此前，石家庄长安万达广场店调改开业后三个月销售同比增长超3倍，客流提升150%，展现出消费吸引 力。 保定市该永辉超市店已有六年时间。随着保定城市框架东扩，高铁保定东站近在咫尺，多条高速环绕， 东湖公园、保定博物馆、关汉卿大剧院等重点休闲文化场所汇聚，区域人口集聚效应明显，民生消费需 求日益多元与旺盛。此次全面调改，被视为其响应政策号召、顺应消费升级趋势的关键一跃。 调改后，门店经营面积达3000平方米。最大变化在于购物环境的彻底革新：传统的强制动线被取消，主 通道大幅拓宽，所有中岛货架高度统一降至1.6米。服务细节方面，便民服务区配备了身高体重测量 仪、血压仪、直饮水机、微波炉，前一小时免费充 ...

| 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量( * ) 买入营业部 | | | | 卖出营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-12-31 | 永辉超市 | 601933 | 171.75 4.43 | 38.77 | 招商证券股份有限 公司北京北三环紧 | 国联民生证券股公 有限公司北京分公 | | 12月31日，永辉超市大宗交易成交38.77万股，成交额171.75万元，占当日总成交额的0.06%，成交价4.43元，较市场收盘价4.69元折价5.54%。 ...

截至12月31日收盘，福建自贸区概念下跌0.84%，位居概念板块跌幅榜前列，板块内，鹭燕医药、合兴 包装等跌停，平潭发展、中能电气、昇兴股份等跌幅居前，股价上涨的有41只，涨幅居前的有乾照光 电、延江股份、航天发展等，分别上涨15.75%、11.68%、10.00%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 小红书概念 | 2.88 | 硅能源 | -1.03 | | 快手概念 | 2.49 | 有机硅概念 | -0.99 | | 中船系 | 2.30 | 液冷服务器 | -0.98 | | 中韩自贸区 | 2.25 | 钠离子电池 | -0.86 | | 军工信息化 | 2.22 | 福建自贸区 | -0.84 | | 智谱AI | 2.20 | 环氧丙烷 | -0.77 | | AI语料 | 2.00 | 高压快充 | -0.77 | | 国产航母 | 1.99 | 宁德时代概念 | -0.75 | | Sora概念(文生视频) | 1.97 | PEEK材料 | -0.74 | | 卫星导航 | ...

股票简称：永辉超市 股票代码：601933 （广东省深圳市福田区中心三路 8 号卓越时代广场（二期）北座） 关于永辉超市股份有限公司 申请向特定对象发行股票的审核问询函的 回复 保荐人（主承销商） 二〇二五年十二月 7-1-1 | 黑体 | 审核问询函所列问题 | | --- | --- | | 宋体 | 对审核问询函所列问题的回复 | | 楷体（加粗） | 涉及对募集说明书等申请文件的修订、补充 | 7-1-2 上海证券交易所： 贵所于 2025 年 11 月 6 日印发的《关于永辉超市股份有限公司向特定对象发 行股票申请文件的审核问询函》（上证上审（再融资）〔2025〕353 号）（以下 简称"审核问询函"）已收悉。永辉超市股份有限公司（以下简称"永辉超市"、 "公司"、"发行人"或"申请人"）与中信证券股份有限公司（以下简称"保 荐机构"或"保荐人"）、上海市通力律师事务所（以下简称"发行人律师"）、 安永华明会计师事务所（特殊普通合伙）（以下简称"会计师"、"发行人会计 师"）等相关方对审核问询函所列问题进行了逐项落实、核查。 现就本次审核问询函提出的问题书面回复如下，请予审核。 如无特别说明，本审核 ...

上海市通力律师事务所 关于永辉超市股份有限公司 向特定对象发行 A 股股票之补充法律意见书（一） 致：永辉超市股份有限公司 根据永辉超市股份有限公司（以下简称"发行人"）的委托，本所指派翁晓健律师、 赵婧芸律师（以下合称"本所律师"）作为发行人本次向特定对象发行 A 股股票（以下 简称"本次发行"）的专项法律顾问，已就本次发行出具了《上海市通力律师事务所关 于永辉超市股份有限公司向特定对象发行 A 股股票之法律意见书》（以下简称"法律意 见书"）《上海市通力律师事务所关于永辉超市股份有限公司向特定对象发行 A 股股票 之律师工作报告》（以下简称"律师工作报告"）（以上合称"已出具法律意见"）。 现根据上海证券交易所上证上审（再融资）[2025]353 号《关于永辉超市股份有限公司 向特定对象发行股票申请文件的审核问询函》（以下简称"《审核问询函》"）以及发 行人的相关要求，特就有关事宜出具本补充法律意见书。 已出具法律意见中所述及之本所及本所律师的声明事项以及相关定义同样适用于 本补充法律意见书。本补充法律意见书构成已出具法律意见的补充。 一. 审核问询问题 3.2 请发行人说明：（1）发行人及子公司是否经营 ...

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