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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证券代码：601933 证券简称：永辉超市 公告编号： 2026-001 永辉超市股份有限公司 关于向特定对象发行股票申请文件的审核问询函 回复的提示性公告 公司会同相关中介机构对审核问询函所列问题进行了认真研究和逐项落实， 并按审核问询函要求对有关问题进行了说明和论证分析。现根据要求对审核问询 函回复进行公开披露，具体内容详见公司同日在上交所网站披露的《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》等相关文件。 公司本次向特定对象发行股票事宜尚需上交所审核通过、中国证券监督管理 委员会同意注册后方可实施，最终能否通过上交所审核并获得中国证券监督管理 委员会同意注册的决定及其时间尚存在不确定性。公司将根据进展情况及时履行 信息披露义务，敬请广大投资者注意投资风险。 特此公告。 永辉超市股份有限公司董事会 二〇二六年一月一日 1 / 1 本公司及董事会全体成员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。 永辉超市股份有限公司（以下简称"公司"）于 2025 年 11 月 6 日收到上 海证券交易所（以下简称"上交所"）出具的《 ...

Core Viewpoint - Yonghui Supermarket's stock has experienced significant volatility, with a year-to-date decline of 23.97% and a recent drop of 2.03% on December 31, 2023, indicating potential challenges in the retail sector [1] Group 1: Stock Performance - As of December 31, 2023, Yonghui Supermarket's stock price was 4.82 yuan per share, with a total market capitalization of 437.42 billion yuan [1] - The stock has seen a net outflow of 43.88 million yuan from main funds, with large orders showing a buy of 48.58 million yuan and a sell of 49.44 million yuan [1] - Over the past five trading days, the stock has declined by 12.04%, while it has increased by 20.50% over the last 20 days [1] Group 2: Financial Performance - For the period from January to September 2025, Yonghui Supermarket reported a revenue of 42.434 billion yuan, a year-on-year decrease of 22.21%, and a net profit attributable to shareholders of -710 million yuan, a decline of 811.60% [2] - The company has not distributed any dividends in the past three years, with a total payout of 7.101 billion yuan since its A-share listing [3] Group 3: Shareholder Information - As of September 30, 2025, Yonghui Supermarket had 309,400 shareholders, a decrease of 14.02% from the previous period, with an average of 29,332 circulating shares per shareholder, an increase of 16.30% [2] - Hong Kong Central Clearing Limited is the sixth-largest circulating shareholder, holding 99.161 million shares, a decrease of 4.3845 million shares from the previous period [3]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：601933 证券简称：永辉超市 公告编号：2025-070 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： ● 交易简要内容：永辉超市股份有限公司（以下简称"公司"或"永辉超市"）拟通过重庆联合产权交易所 公开挂牌交易方式转让参股子公司永辉云金科技有限公司（以下简称"云金科技"）28.095%的股权。本 次交易转让价格参照云金科技2025年11月30日财务报表（未经审计，以下同）净资产63,191.85万元，按 持股比例进行折算，以17,753.75万元为初始挂牌底价，最终转让价格取决于受让方的受让价格，以公开 挂牌成交结果为准。 ● 本次交易尚未构成关联交易，公司未知公司关联人是否会作为本次交易公开转让的受让方，若挂牌转 让导致关联交易，公司将及时按照《上海证券交易所股票上市规则》等相关规定履行关联交易的审议程 序及信息披露义务。 ● 本次交易不构成重大资产重组。 ● 本次交易已经公司第六届董事会第九次会议审议通过，无需提交本公司股东会审议。 ● ...

12月30日，永辉超市跌1.33%，截至发稿，报5.19元/股，成交6974.36万元，换手率0.15%，总市值 470.99亿元。 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%。 从基金十大重仓股角度 数据显示，汇丰晋信基金旗下1只基金重仓永辉超市。汇丰晋信消费红利股票（540009）三季度持有股 数153.39万股，与上期相比持股数量不变，占基金净值比例为3.86%，位居第八大重仓股。根据测算， 今日浮亏损失约10.74万元。 汇丰晋信消费红利股票（540009）成立日期2010年12月8日，最新规模1.86亿。今年以来收益2.8%，同 类排名3939/4195；近一年收益3.48%，同类排名3805/4179；成立以来收益85.35%。 汇丰晋信消费红利股票（540009）基金经理为费馨涵、周宗舟。 截至发稿，费馨涵累计任职时间2年268天，现任基金资产总规模1.86亿元，任职期间 ...

Group 1 - The core viewpoint of the news is that Yonghui Supermarket is experiencing significant financial challenges, with a notable decline in revenue and a substantial net loss reported for the year [2] - As of December 29, Yonghui Supermarket's stock price decreased by 0.57%, with a trading volume of 3.508 billion yuan, indicating a lack of investor confidence [1] - The financing data shows that Yonghui Supermarket had a net financing outflow of 53.228 million yuan on December 29, with a total financing balance of 17.11 billion yuan, which is high compared to historical levels [1] Group 2 - For the period from January to September 2025, Yonghui Supermarket reported a revenue of 42.434 billion yuan, a year-on-year decrease of 22.21%, and a net profit attributable to shareholders of -710 million yuan, representing a staggering decline of 811.60% [2] - The number of shareholders decreased by 14.02% to 309,400, while the average circulating shares per person increased by 16.30% to 29,332 shares [2] - The company has not distributed any dividends in the past three years, despite a cumulative payout of 7.101 billion yuan since its A-share listing [2]

Group 1 - The core point of the news is that several companies are making significant announcements regarding their business operations, including product development, investments, and acquisitions [1][2][3][4][5][6][7][8][9][10][11][12][13][14][15][16][17][18][19][20][21][22][23][24][25][26] Group 2 - Company Upwind New Materials is still in the product development stage for its embodied intelligent robot business and has not achieved mass production or large-scale sales, which is expected to have no positive impact on its 2025 performance [2] - Longpan Technology's subsidiary will reduce production of lithium iron phosphate by approximately 5,000 tons due to maintenance, which is not expected to significantly impact the company's 2026 performance [8] - Spring Airlines plans to purchase 30 Airbus A320neo aircraft, with a total transaction value not exceeding $4.128 billion [17] - Longbai Group's subsidiary will introduce strategic investors and implement a capital increase of 2 billion yuan, primarily to repay bank loans [2] - Xiamen Tungsten's subsidiary plans to acquire 100% of German Mimatic Tool Company for a base price of 10 million euros [3] - Huahan Co. will invest 68.25 million yuan to establish a private equity fund focused on commercial aerospace [4] - Limin Co. has received a production license for "Fluopyram" from Jiangsu Province, which is expected to positively impact future operations [5] - Yinlun Co. plans to increase capital in its subsidiaries for the construction of production bases in Mexico and Sichuan [6] - New Jinlu's subsidiary plans to invest in mining and smelting projects with an estimated total investment of 496 million yuan [8] - Guiguan Electric Power intends to acquire 100% of Datang Tibet Energy Development Co. and China Datang Group ZDN Clean Energy Development Co. for 2.025 billion yuan [8] - Macro Micro Technology has signed a strategic cooperation agreement with a leading domestic company to jointly research GaN power semiconductor devices [9] - Tianqi Co. plans to raise up to 977 million yuan for the development of intelligent systems for the automotive industry [9] - Nanchin Technology intends to sign an agreement with a related party for the development of IP [9] - New Phoenix Ming plans to participate in the auction for a 35% stake in the Dushan Port Development Company for a base price of 259 million yuan [10] - Yonghui Supermarket plans to publicly transfer 28.095% of its stake in Yonghui Yunjin Technology [11] - Financial Securities has received approval from the CSRC to publicly issue bonds totaling up to 15 billion yuan [12] - Guangdong Yuedian's Dapu Power Plant Phase II project has been put into commercial operation with a total investment of 8.122 billion yuan [12] - Huaxin Environmental Protection's subsidiary plans to invest in a bonded remanufacturing project in Hainan with an estimated total investment of 350 million yuan [13] - Baodi Mining intends to purchase 87% of Congling Energy for 685 million yuan [13] - Tianjian Technology has signed a price adjustment agreement for military products, expecting a negative impact on net profit of approximately 209 million yuan [14] - Acolyte has successfully validated and begun bulk supply of a new product for the optical lens field [14] - Huayi Co. has terminated the acquisition of 51% of Zhongke Huilian due to a lack of consensus on key terms [15][16] - Ningbo Huaxiang's subsidiary has signed a strategic cooperation agreement with Qianxing Future to strengthen collaboration in the field of embodied intelligent robots [17] - Tianpu Co. has clarified that it has no plans to engage in AI-related business [17] - Chang'an Automobile plans to raise up to 6 billion yuan for the development of new energy vehicles and smart platforms [20] - Sijia Technology intends to acquire 20% of Guangcai Xincheng for 275 million yuan [21][22] - Wukuang Development plans to purchase shares of Wukuang Mining and Luzhong Mining, with its stock suspended from trading [22] - Guizhou Moutai's major shareholder has completed its shareholding increase plan, acquiring approximately 2.0714 million shares [23] - ST Dongtong's stock will resume trading and enter a delisting period [24] - ST Dongyi has completed the capital increase and will resume trading [25]

Key Points - Guizhou Moutai's controlling shareholder, Moutai Group, has completed a share buyback plan, acquiring 2,071,359 shares for a total of 3 billion yuan, increasing its stake to 56.63% of the total share capital [1] - Juneyao Airlines plans to purchase 25 Airbus A320 series aircraft for a total of 4.1 billion USD, with deliveries scheduled between 2028 and 2032 [1] - ST Panda is under investigation by the China Securities Regulatory Commission for suspected violations of information disclosure laws [1] - Huali Co. has terminated its plan to acquire a 51% stake in Zhongke Huilian due to a lack of consensus on key transaction terms [1][2] - China Duty Free Group's subsidiary has signed a contract for a duty-free project at Beijing Capital International Airport, covering an area of 10,646.74 m², with a guaranteed operating fee of 480.27 million yuan in the first year [3] - Haisheng Pharmaceutical's invested company has initiated Phase II clinical trials for NWRD06, a novel RNA drug targeting GPC3 for liver cancer, marking a significant milestone in cancer treatment [3] - WISCO Development is planning to acquire stakes in WISCO Mining and Luzhong Mining through asset swaps and cash payments, leading to a temporary suspension of its stock [4] - Yonghui Supermarket intends to publicly sell a 28.095% stake in its subsidiary Yonghui Cloud Gold Technology [5] - Shanxi Expressway plans to acquire a 15% stake in Shanxi Transportation Industry Development Group for 74.8 million yuan [5] - China Energy Construction's subsidiary has won a 6.864 billion yuan ecological comprehensive governance project [5]

2025年1至6月份，永辉超市的营业收入构成为：零售业占比95.19%，服务业占比4.81%。 （记者 王晓波） 截至发稿，永辉超市市值为477亿元。 每经AI快讯，永辉超市（SH 601933，收盘价：5.26元）12月29日晚间发布公告称，为盘活资产，聚焦 主业，公司拟通过重庆联合产权交易所公开挂牌交易方式出售参股子公司永辉云金科技有限公司（以下 简称"云金科技"）28.095%的股权。本次交易转让价格参照云金科技2025年11月30日财务报表净资产约 6.32亿元，按持股比例进行折算，以约1.78亿元为初始挂牌底价，最终转让价格取决于受让方的受让价 格，以公开挂牌成交结果为准。 每经头条（nbdtoutiao）——绕开光刻机"卡脖子"，中国新型芯片问世！专访北大孙仲：支撑AI训练和 具身智能，可在28纳米及以上成熟工艺量产 ...