公告指出，收到上述《警示函》后，永辉超市高度重视《警示函》中指出的问题，将就相关问题进行认真总结，汲取教训，切实加强相关人员对相 关法律法规的学习和培训，自觉维护证券市场秩序，不断提升规范运作意识，切实提高信息披露质量，维护公司及全体股东利益，促进公司健康稳 健发展。 公告进一步指出，本次行政监管措施不会影响公司正常的生产经营活动，公司将严格按照相关监管要求和有关法律法规的规定，及时履行信息披露 义务。 红旗连锁创建于2000年6月22日，是"便利连锁超市第一股"。据官网显示，红旗连锁是四川省及成都市"重要生活必需品应急保供重点联系企业"， 年进店消费人次超4亿，年上缴税收和社保超6亿元，现已发展成为"商品＋服务＋金融"的现代科技连锁企业。 今年7月21日，红旗连锁发布关于股东减持计划期限届满暨减持结果的公告称，7月21日收到永辉超市《永辉超市关于成都红旗连锁股份有限公司股 份减持计划期限届满暨减持结果的告知函》，截止告知函出具日，永辉超市本次减持计划期限已届满，4月23日至7月18日，永辉超市以集中竞价方 式，减持1077万股，4月29日以大宗交易方式减持300万股，减持前永辉超市持股11%，减持后持股9. ...

Group 1 - Dongxing Medical plans to acquire 90% stake in Wuhan Yijiaobao, which is expected to constitute a major asset restructuring. The acquisition aligns with the company's strategic development needs and aims to enhance its competitive strength in the orthopedic and biomedical materials sector [1] - Yonghui Supermarket received a warning letter from Sichuan Securities Regulatory Bureau for failing to timely disclose equity changes after reducing its stake in Hongqi Chain from 11% to 10%. The company will enhance its compliance training and improve information disclosure practices [1] - Xinhua Jin announced that due to non-operational fund occupation by related parties and failure to rectify within one month, its stock will be renamed to ST Xinhua Jin, with a daily price limit of 5%. The outstanding non-operational fund occupation amounts to 406 million yuan [3] Group 2 - Zhongke Lanyun is making forward-looking investments in high-growth areas such as GPU and AI, holding shares in companies like Muxi Integrated Circuit and Moer Thread, with ownership percentages of 0.24% and 0.34% respectively [2] - Yousheng Co. received a project notification from a well-known German automaker for battery tray products, with a total sales amount expected to be approximately 2.3 billion yuan [4] - *ST Songfa's subsidiary signed contracts for the construction of four vessels, with a total value between 400 million to 600 million USD [5]

Core Viewpoint - Yonghui Supermarket received a warning letter from the Sichuan Securities Regulatory Bureau for failing to timely disclose changes in shareholding after reducing its stake in Hongqi Chain [1] Summary by Relevant Sections Regulatory Action - The company was issued a warning letter (Administrative Regulatory Measure Decision No. 67 [2025]) by the Sichuan Securities Regulatory Bureau [1] - The action was taken due to the company's failure to disclose an equity change report in a timely manner after reducing its stake in Hongqi Chain [1] Shareholding Changes - In 2017, the company acquired shares in Hongqi Chain, becoming a shareholder with over 5% ownership [1] - Between April 21 and April 24, 2025, the company reduced its holdings by 13.6 million shares, decreasing its ownership from 11% to 10% [1] - The company did not disclose the equity change report until July 21, 2025, which was a violation of the regulations [1] Regulatory Compliance - The actions of the company were found to be in violation of Article 13, Paragraph 2 of the "Measures for the Administration of the Acquisition of Listed Companies" [1] - The Sichuan Securities Regulatory Bureau's decision to issue a warning will be recorded in the securities and futures market integrity database [1]

智通财经APP讯，永辉超市(601933.SH)发布公告，公司于近日收到中国证券监督管理委员会四川监管 局(简称"四川证监局")出具的《关于对永辉超市股份有限公司采取出具警示函措施的决定》(行政监管措 施决定书〔2025〕67号)。 上述行为违反了《上市公司收购管理办法》(证监会令〔第227号〕)第十三条第二款的规定。根据《上 市公司收购管理办法》第七十五条的规定，四川证监局决定对公司采取出具警示函的行政监管措施，并 记入证券期货市场诚信档案数据库。 经查，公司于2017年通过协议转让方式收购成都红旗连锁股份有限公司(002697.SZ，以下简称红旗连 锁)股份并成为其持股5%以上股东。2025年4月21日至2025年4月24日期间，公司通过证券交易所集中交 易方式减持红旗连锁股票1360万股，持股比例由11%下降至10%。公司在持股比例触及5%整数倍时，未 及时披露权益变动报告书和停止交易，直至2025年7月21日才披露《简式权益变动报告书》。 ...

钛媒体App 9月26日消息，永辉超市公告称，公司于2017年通过协议转让方式收购红旗连锁股份并成为 其持股5%以上股东。2025年4月21日至4月24日期间，公司通过证券交易所集中交易方式减持红旗连锁 股票1360万股，持股比例由11%下降至10%。公司在持股比例触及5%整数倍时，未及时披露权益变动报 告书和停止交易，直至2025年7月21日才披露《简式权益变动报告书》。上述行为违反了《上市公司收 购管理办法》的规定。四川证监局决定对公司采取出具警示函的行政监管措施，并记入证券期货市场诚 信档案数据库。公司将加强相关法律法规的学习和培训，提升规范运作意识，并及时履行信息披露义 务。（公司公告） ...

如对本监督管理措施不服，可在收到本决定书之日起 60 日内向中国证券监 督管理委员会申请行政复议，也可以在收到本决定书之日起 6 个月内直接向有管 辖权的人民法院提起行政诉讼。复议和诉讼期间，上述决定不停止执行。 1 / 2 证券代码：601933 证券简称：永辉超市 公告编号：2025-058 永辉超市股份有限公司 关于公司收到四川证监局警示函的公告 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（下称"公司"）于近日收到中国证券监督管理委员 会四川监管局（以下简称"四川证监局"）出具的《关于对永辉超市股份有限公 司采取出具警示函措施的决定》（行政监管措施决定书〔2025〕67 号）（以下 简称"《警示函》"），现将具体情况公告如下： 一、《警示函》主要内容 永辉超市股份有限公司： 经查，你公司于 2017 年通过协议转让方式收购成都红旗连锁股份有限公司 （002697.SZ，以下简称红旗连锁）股份并成为其持股 5%以上股东。2025 年 4 月 21 日至 2025 年 4 月 24 日期间，你公司通 ...

永辉超市公告，永辉超市股份有限公司于近日收到中国证券监督管理委员会四川监管局出具的《关于对 永辉超市股份有限公司采取出具警示函措施的决定》。经查，你公司于2017年通过协议转让方式收购成 都红旗连锁股份有限公司股份并成为其持股5%以上股东。2025年4月21日至2025年4月24日期间，你公 司通过证券交易所集中交易方式减持红旗连锁股票1360万股，持股比例由11%下降至10%。你公司在持 股比例触及5%整数倍时，未及时披露权益变动报告书和停止交易，直至2025年7月21日才披露《简式权 益变动报告书》。上述行为违反了《上市公司收购管理办法》（证监会令〔第227号〕）第十三条第二 款的规定。根据《上市公司收购管理办法》第七十五条的规定，我局决定对你公司采取出具警示函的行 政监管措施。 ...

Group 1: Company Strategies and Developments - Bright Dairy is enhancing its product offerings by launching new products like Youbei 5.0 ultra-fresh milk and high-protein products to meet consumer demand and stabilize market share [1] - ST Juewei is currently operating normally and aims to apply for the removal of risk warnings after fulfilling certain conditions, following a regulatory investigation [2] - Jinzi Ham plans to invest up to 300 million RMB to acquire up to 20% equity in Zhongsheng Microelectronics, recognizing the growth potential in the AI and optical communication sectors [3] Group 2: Regulatory and Market Updates - The State Council's Food Safety Office has issued directives to ensure food safety during the upcoming National Day and Mid-Autumn Festival, focusing on the regulation of seasonal food products [4] - Changjiang International Trade Group's acquisition of Good Products has received unconditional approval from the market supervision authority, with the share transfer agreement set at 12.34 RMB per share [5][6] - Wanchen Group has submitted an application for H-share listing on the Hong Kong Stock Exchange, with the process still subject to regulatory approvals [11][12] Group 3: Retail and Consumer Trends - Bawang Tea has opened its largest "Super Tea Warehouse" in Hong Kong and plans to launch over ten new stores in the coming months to expand its market presence [7] - Yonghui Supermarket has completed the renovation of its Daxing District store, adopting the "Fat Donglai model" and significantly increasing the proportion of new products [9] - Pang Donglai clarified that the design cost for its Mid-Autumn Festival mooncake packaging was 3.72 million RMB, countering claims of a 10 million RMB expense [10]

Core Insights - Yonghui Supermarket has completed the transformation of its Daxing Kangzhuang Tianjian Plaza store, marking its 13th transformed store in Beijing and the 5th in Daxing District, indicating the completion of its store transformation efforts in the area [1][2] - The transformed store has achieved profitability within three months of opening, reflecting the success of the new operational model [1] Group 1 - The Daxing Kangzhuang Tianjian Plaza store has undergone a systematic restructuring of its product system, with over 50% of new products in the food and daily necessities category, achieving over 80% of the product structure of the "Fat Donglai" model [1] - The fresh food section features a live kitchen for on-site preparation, introducing popular products such as boneless pig trotters and sweet sausages, while retaining classic flavors like Peking duck and Korean fried chicken [1] - The bakery section collaborates with high-quality suppliers like COFCO and Anchor, and features a dedicated area for "Fat Donglai" branded products, showcasing dozens of items [1] Group 2 - All five transformed stores in Daxing District have been completed, each showcasing distinct regional characteristics in their product offerings [2] - The Hongkun Plaza store is community-oriented, with strong demand for cooked and noodle products; the Kaide Mall Daxing store focuses on Beijing specialty foods and convenient meals; the Yinghai Huanyu Fang store caters to young families with high-quality fruits and seafood; and the Jiugong store serves a mature community with a strong demand for seafood, Western cuisine, and high-quality eggs [2]

Core Insights - Yonghui Supermarket has officially opened its Daxing Kangzhuang Tianjian Plaza store after implementing the "learning from Pang Donglai" self-adjustment model [1] - This store is the 13th adjusted store in Beijing and the 5th in Daxing District to adopt the "Pang Donglai model" [1] Product Structure - The adjusted Daxing store has undergone a systematic restructuring of its product system, with over 50% of new products in the food and daily necessities categories [1] - The overall product structure now aligns with over 80% of the Pang Donglai product structure [1] - There is a significant increase in the proportion of fresh food items, including baked goods and ready-to-eat meals, along with a further increase in imported products [1] Fresh Food and Services - The seafood section offers "24-hour fresh delivery," and specialty fruits from regions like Xinjiang and Yunnan are delivered to shelves within 72 hours [1] - The deli section has introduced popular products such as boneless pig trotters, small sweet sausages, and beef jerky, mirroring offerings from Pang Donglai [1] - The store features a convenience service area equipped with over 30 facilities, including height and weight measurement tools, blood pressure monitors, and a pet area [1] Upcoming Adjustments - Yonghui Supermarket's Huai Fang Wanda Plaza store is also undergoing a closure and adjustment phase, set to reopen on October 17 with the "Pang Donglai model" [2]