21财经1月13日电，A股年报业绩预告季，正以一种显著区别于往年的节奏拉开序幕。传统上，业绩向 好的公司往往更乐于率先"报喜"，而业绩不佳者则倾向于延迟披露。然而，本轮预告潮初期，预亏、续 亏公告却呈现密集"抢跑"态势，21快讯记者查询同花顺数据显示，截至2026年1月13日上午，当月已有 105家上市公司发布2025年度业绩预告，占近期披露总数的70.9%。其中，续亏公司42家、首亏公司15 家，合计57家预亏相关企业，占当月披露总数的54.29%.消费零售行业的永辉超市也于1月12日晚间披露 预亏公告，预计2025年度归母净利润为负值，将是公司连续第5年亏损。同行业的中央商场在续亏预告 中提及，亏损受行业周期波动、资产减值、门店暂停营业等因素影响。查看原文：预告季"画风突变"！ 亏损公告罕见"抢跑"，永辉超市陷5年连亏困局刚刚 ...

Economic News - The Ministry of Commerce stated that multiple rounds of consultations have been held between China and the EU to address the EU's case against Chinese electric vehicles, agreeing to provide general guidance on price commitments for Chinese exporters [1] - The U.S. has escalated sanctions against Iran, imposing a 25% tariff on any country conducting business with Iran [1] - The National Development and Reform Commission issued guidelines to strengthen government investment fund planning, focusing on supporting emerging industries such as new information technology and new energy [1] - The Ministry of Agriculture aims to increase soybean oil production capacity and self-sufficiency, promoting higher yields in grain and oil crops [1] - The U.S. Federal Reserve chair candidates are being interviewed, with Rick Rieder from BlackRock being a notable candidate [1] - Tianjin's housing authority has mandated that new home prices cannot fluctuate more than 10% from the registered price to prevent rapid price declines [1] - The official confirmation of the J-10CE fighter jet achieving combat success, marking a significant milestone for China's export aircraft [1] - The Ministry of Health and other departments released regulations on the management of deceased patients' services, emphasizing that medical institutions should not engage in funeral services [1] - The Ministry of Industry and Information Technology plans to enhance the role of enterprises in technological innovation and implement new policies to support high-quality development of specialized small and medium-sized enterprises [1] - The State Administration for Market Regulation released 160 national standard samples to improve product quality and promote technological advancement [1] Company Insights - WuXi AppTec expects to achieve a revenue of 45.456 billion yuan in 2025, a year-on-year increase of 15.84%, with a net profit of 19.151 billion yuan, up 102.65% [4] - Zhitex New Materials' stock has seen a continuous rise, with a 198.57% increase over six trading days, leading to a temporary suspension of trading [4] - Jinlongyu plans to invest approximately 1.2 billion yuan in a new solid-state battery production line in Shenzhen [4] - Yonghui Supermarket anticipates a negative net profit for 2025, indicating a potential operational loss [4] - Blue Arrow Electronics intends to acquire at least 51% of Chengdu Xinyi Technology Co., with a valuation not exceeding 675 million yuan [4] Industry Analysis - The securities industry is expected to see improved performance in 2026 due to supportive policies and accelerated consolidation, despite challenges from global geopolitical events and trade issues [5][6] - The average daily trading volume has increased since early 2025, indicating improved market activity and investor engagement [6] - Regulatory support for technology growth companies has led to increased IPO and financing activities, benefiting brokerage revenues [7] - The stability and sustainability of proprietary investments are crucial for brokerage performance, with a focus on balancing high returns and risk management [8] - The securities industry is likely to experience further consolidation, with notable mergers already occurring among major firms [10]

Core Viewpoint - Yonghui Supermarket (601933) announced a projected net loss for the fiscal year 2025, marking the fifth consecutive year of losses for the company, which has been implementing the "Fat Donglai" business model for approximately 20 months [1] Company Overview - Yonghui Supermarket Co., Ltd. was established in April 2001, with a registered capital of approximately 9.075 billion RMB. The company is involved in the retail and wholesale of agricultural products, seafood, grains, oils, food and beverages, and other related services [1] - The legal representative of the company is Zhang Xuansong, and its shareholders include Guangdong Jun Cai International Trade Co., Ltd., Zhang Xuansong, Zhang Xuanning, and Linzhi Tencent Technology Co., Ltd. [1] Business Operations - The company directly holds stakes in over 80 enterprises, with 65 of them currently operational, including Fujian Huato Bank Co., Ltd., Yonghui Cloud Creation Technology Co., Ltd., and Yonghui Colorful Food Development Co., Ltd. [1] - Yonghui has applied for multiple trademarks, including "Fat Yonghui" and "Fat Xiaohui," with several "Fat Yonghui" trademarks successfully registered [1]

消费日报-今朝新闻讯 1月13日，永辉超市（601933）公告，经公司财务部门初步测算，预计2025年度 归属于上市公司股东的净利润为负值，2025年度经营业绩将出现亏损。公司将严格遵循《上海证券交易 所股票上市规则》等相关规定，加快推进财务核算工作，尽快披露2025年度业绩预告。最终财务数据请 以公司正式披露的2025年年度报告为准。 来源：消费日报-今朝新闻 图片：北京丰台官方发布、永辉超市 ...

Core Viewpoint - Yonghui Supermarket Co., Ltd. is expected to report a negative net profit attributable to shareholders for the fiscal year 2025, indicating an anticipated operational loss [2] Financial Performance - For the first three quarters of 2025, Yonghui Supermarket achieved revenue of 42.434 billion yuan, a year-on-year decline of 22.21% [4] - The net profit attributable to shareholders was -710 million yuan, while the net profit excluding non-recurring items was -1.502 billion yuan [4] Legal Issues - As of December 6, 2025, Yonghui Supermarket reported new litigation and arbitration cases totaling 495 million yuan, which is 11.14% of the audited net assets for 2024 [4] - The majority of the disputes, over 90%, involve the company as a defendant, primarily related to lease contract disputes with real estate developers and supply disputes with vendors [4] Shareholding Changes - Yonghui Supermarket has significantly reduced its stake in Hongqi Chain, completing three reductions between April and October 2025 [4] - On December 22, 2025, it announced plans to further reduce its holdings by up to 13.6 million shares, leading to an 8.07% drop in Hongqi Chain's stock price the following day [4]

Core Viewpoint - Yonghui Supermarket has launched its 2026 New Year goods festival strategy at the SM Plaza store, which is significant as this store has achieved annual sales exceeding 400 million yuan and is considered the "store king" among Yonghui's over 300 remodeled stores [2][10]. Group 1: Store Features and Consumer Experience - The SM Plaza store has a complete property layout with an area of approximately 3,500-4,000 square meters, allowing for a compact display of various product categories, enhancing consumer navigation [3][9]. - The store features a high proportion of "3R" products (Ready to Cook, Ready to Heat, Ready to Eat), which account for 45% of top-selling items, and overall, food-related products make up over 60% of the offerings [3][6]. - The store emphasizes consumer experience with ample tasting services in the bakery, fruit, and prepared food sections, ensuring a positive shopping atmosphere [6][14]. Group 2: Product Offerings and Pricing Strategy - Yonghui offers a wide range of seafood products, from affordable options like live grass carp at 9.8 yuan per jin to high-end items like Boston lobsters priced at 399 yuan and king crabs at 998 yuan, ensuring a good price-quality ratio [6][8]. - The supermarket has partnered with major brands like Yili and Mengniu to provide high-quality, cost-effective products, such as yogurt at 9.9 yuan per kg and premium milk at 4.0 yuan [8][12]. - The New Year goods festival will feature a core offering of "30 million-level quality explosive products" and "120 major New Year items" to cater to various consumer segments [8][10]. Group 3: Strategic Focus and Employee Engagement - The launch of the New Year goods festival marks Yonghui's entry into a new phase of self-operation focused on "product strength + scene strength," aiming to enhance consumer experience through systematic integration of product upgrades and service improvements [8][10]. - The SM Plaza store has implemented a profit-sharing model for employees, distributing over 3 million yuan in bonuses, and has trained nearly 100 certified skilled workers to enhance service quality [14][12]. - Yonghui's strategy emphasizes creating a rich "eating and drinking scene," which requires more employee involvement and skill enhancement, moving away from merely reducing operational complexity [14][12].

Group 1 - US stock market showed slight gains with the Dow Jones up 0.17%, Nasdaq up 0.26%, and S&P 500 up 0.16%, with both Dow and S&P reaching new closing highs [3] - Major tech stocks had mixed performance, with Oracle up 3.1%, Google up 1.1%, and Tesla up 0.9%, while Meta and Intel saw declines of 1.7% and 3.1% respectively [3] - Financial sector declined over 1%, led by a drop in major banks following President Trump's announcement of a 10% cap on credit card interest rates starting January 20 [3] Group 2 - Precious metal prices surged due to risk aversion, with COMEX gold futures rising 2.54% to $4604.30 per ounce and silver futures up 7.26% to $84.61 per ounce [4] - Industrial metals also saw a rebound, with copper prices returning to $6 per pound and other metals like aluminum and nickel increasing by over 1% [4] Group 3 - Guizhou Moutai has set contract prices for some products for 2026, with significant price reductions for various types of Moutai liquor, including a drop from 2969 yuan to 1859 yuan per bottle for premium Moutai [8] - The company is adjusting its pricing strategy in response to market conditions, which may impact its revenue and profitability [8] Group 4 - The commercial aerospace sector remains active, with multiple stocks experiencing significant movements, although some companies clarified they are not involved in commercial aerospace [9] - Companies like North Navigation and Aerospace Changfeng have issued announcements regarding their business layouts in response to market interest [9] Group 5 - The market liquidity is currently abundant, and thematic trading is expected to continue, indicating a positive outlook for certain sectors [11] - Analysts suggest that the cross-year market trend may continue, although there is an increased risk of short-term technical corrections [10]

Group 1 - The Trump administration's pressure on the Federal Reserve to lower interest rates raises concerns about the central bank's independence, potentially leading to higher long-term interest rates and borrowing costs [1] - Ctrip's mass sending of "layoff notices" to employees was clarified as a system testing error, not an actual layoff, following strong performance in revenue and net profit growth [1] - Planet Labs achieved a historic high in stock price after signing a multi-year contract worth "low nine figures" with the Swedish Armed Forces, highlighting the value of its satellite data services in defense and intelligence [1] Group 2 - The Adriatic oil pipeline will resume oil supply to Serbia's Pančevo refinery after a nearly 100-day interruption, with the first batch of approximately 85,000 tons expected to arrive soon [2] - Many regions in China are increasing the upper limit for farmers' pension contributions, but this alone will not resolve the low pension issue, which requires coordinated efforts from personal income and fiscal subsidies [3] - Surgical robot company Precision Medicine saw a stock price increase of over 30% on its first day of trading on the Hong Kong Stock Exchange, despite facing challenges such as ongoing losses and high R&D costs [3] Group 3 - Yonghui Supermarket expects a net profit loss for 2025, accumulating over 8 billion yuan in losses over three years due to intense industry competition and costs from store adjustments [4] - The Chinese restaurant and bar brand "Huan Shi" is facing negative same-store sales growth and has declared an 80 million yuan special dividend before its IPO, despite a significant reduction in cash reserves [5] - Kweichow Moutai has reduced the ex-factory prices of several core products, with the highest drop being 1,990 yuan, aiming to expand consumer base and transition products from luxury to high-frequency consumption [5] Group 4 - Reliance Industries in India has suspended its local lithium-ion battery cell manufacturing plan due to the lack of technical support from Chinese battery companies, highlighting challenges in building a self-sufficient clean energy supply chain [6]

Core Viewpoint - Yonghui Supermarket Co., Ltd. is expected to report a net loss attributable to shareholders for the fiscal year 2025, indicating a decline in operational performance [1] Financial Performance - The company’s financial department has conducted preliminary calculations, forecasting a negative net profit for the year 2025 [1] - The final financial data will be disclosed in the official 2025 annual report, adhering to the regulations of the Shanghai Stock Exchange [1]

Group 1: WuXi AppTec - WuXi AppTec expects a revenue of approximately RMB 45.456 billion for 2025, representing a year-on-year growth of about 15.84%, with a 21.40% increase in revenue from continuing operations [1] - The adjusted net profit attributable to shareholders is projected to be around RMB 14.957 billion, reflecting a year-on-year growth of approximately 41.33% [1] - The net profit attributable to shareholders, excluding non-recurring gains and losses, is expected to be about RMB 13.241 billion, with a year-on-year increase of approximately 32.56% [1] Group 2: Shanghai Port Group - Shanghai Port Group reported a total revenue of RMB 39.44 billion for 2025, which is a year-on-year increase of 3.5% [2][3] - The net profit attributable to shareholders decreased by 10.4% to RMB 13.4 billion [2][3] - The net profit attributable to shareholders, excluding non-recurring gains and losses, fell by 8.1% to RMB 12.2 billion [2][3] Group 3: Zangge Mining - Zangge Mining forecasts a net profit attributable to shareholders between RMB 3.7 billion and RMB 3.95 billion for 2025, indicating a growth of 43.41% to 53.10% year-on-year [4] - The net profit, excluding non-recurring gains and losses, is expected to be between RMB 3.87 billion and RMB 4.12 billion, reflecting a growth of 51.95% to 61.76% [4] Group 4: Sanan Optoelectronics - Sanan Optoelectronics anticipates a net loss attributable to shareholders between RMB -200 million and RMB -400 million for 2025, compared to a profit of RMB 253 million in the previous year [5] - The net profit, excluding non-recurring gains and losses, is expected to be between RMB -750 million and RMB -850 million [5] Group 5: JA Solar Technology - JA Solar Technology projects a net loss attributable to shareholders between RMB -4.5 billion and RMB -4.8 billion for 2025 [12] - The company maintains a leading position in battery module shipments, but faces significant pressure on sales prices and profitability due to industry competition and supply-demand imbalances [12] Group 6: Rongbai Technology - Rongbai Technology expects a net loss attributable to the parent company between RMB -150 million and RMB -190 million for 2025 [18] - The company anticipates a turnaround in the fourth quarter with a projected net profit of approximately RMB 30 million [18] Group 7: Sanxiang New Materials - Sanxiang New Materials forecasts a net profit attributable to shareholders between RMB 100 million and RMB 130 million for 2025, representing a year-on-year growth of 31.99% to 71.58% [21] - The company is focusing on expanding its zirconium product chain and optimizing its customer structure to enhance profitability [21]