| 600858 | 银座股份 | -4.24 | 13.88 | -2310.07 | | --- | --- | --- | --- | --- | | 002183 | 怡亚通 | 0.21 | 2.10 | -1771.81 | | 002277 | 友阿股份 | -1.24 | 2.23 | -1758.53 | | 000829 | 天音控股 | -0.56 | 1.59 | -1606.02 | | 600859 | 王府井 | -0.85 | 3.84 | -1569.84 | | 601061 | 中信金属 | -2.44 | 5.45 | -1537.69 | | 600981 | 苏豪汇鸿 | -0.30 | 1.74 | -1307.84 | | 300022 | 吉峰科技 | 1.42 | 2.07 | -1267.01 | | 000715 | 中兴商业 | -1.50 | 4.60 | -1153.30 | | 605136 | 丽人丽妆 | -0.61 | 5.69 | -1144.99 | | 600327 | 大东方 | -0.18 | 5.03 | -1091.23 | ...

汾阳王'清香'将品质拆解为可验证的标准、可追溯的工艺与可理解的配方，加上39.9元/瓶的售价，切中了当下消费者"明白喝酒"的理性需求。 将汾阳王与永辉超市的携手置于更宏阔的行业背景下，可窥见两点重要趋势。 文｜梁晓洁 在白酒行业深度调整与消费场景不断重构的今天，一次看似寻常的合作，或可成为观察行业脉动的一扇窗口。 据悉，永辉超市与汾阳王酒业的深度合作定制新品——"永辉定制&汾阳王清香型特级白酒53度500ml"，即将在永辉超市全国门店上市。 它试图回答一个行业命题：在传统渠道之外，白酒品牌如何借助现代零售网络，实现品质价值的有效传递与消费人群的精准触达？ 产品为"核"，锚定品质消费 在信息愈发透明的市场环境中，品质的自我声明需要更具公信力的载体。永辉定制&汾阳王"清香"新品首先在"产品身份证"上做足了文章。 其核心支撑在于"双重认证"体系。 目前，汾阳王酒已获得"纯粮固态发酵白酒认证"与"生态原产地产品保护认证"，两张证书共同构建起一道坚固的品质信任防线。 前者由专业机构背书，证实其遵循纯粮固态发酵的传统酿造法；后者则从原料源头切入，展示其酿酒原料、酿造环境皆符合生态、绿色的原产地标准，为 产品赋予了独特的产 ...

近日 多位网友在社交媒体发文表示 收到了盒马鲜生免费试吃卡 甚至有人称所在小区每层每户都有 直接挂在门把手上 扫码后会出现客服页面 客服称"盒马鲜生邀请新老客户 参与试用试吃活动" 并要求提供姓名、手机号 收货地址等信息 还有客服诱导下载App 不少网友表示 卡片看起来样式精美、很真实 扫码后才察觉异常 除了盒马鲜生外 也有网友表示收到了 永辉超市、大润发等 知名超市的试吃卡 还有网友称收到了京东礼盒 礼盒中包含一套碗 和几张京东的礼品卡 "永辉体验卡"新骗局? 发现家门口挂了个永辉的手提袋,以为是宣传广告。打开 居然有张卡,卡背面有二维码需要扫码参加活动,感觉有 什么猫腻,一问果然感 BL H H P 08春服-张小妍 16:43:40 https://cpm688.vip 08客服-张小妍 16:43:43 请复制上方链接,到浏览器打开 安装【同城闪送应用】 邀请码:16677 免费领取:新人26 ■ +6选1物资+试吃 TECH EF 08客服-张小妍 16:43:51 安卓手机请复制链接到 发耳 手机 请 3 Thurs #快递诈骗 #注意防诈骗 #提高警惕防骗#永辉超市 朴朴试吃卡的套路被我碰上了 ...

Core Insights - The Shanghai supermarket industry is undergoing a transformation characterized by intense competition and innovation, with various players adopting unique strategies to attract consumers and sustain growth [1][30]. Group 1: YH Supermarket (永辉超市) - YH Supermarket launched its first "Fat Reform" store in Shanghai's Jinshan Wanda Plaza, attracting significant consumer interest on its opening day, with 11 stores undergoing similar upgrades across the city [2][4]. - Despite initial popularity, the store's customer traffic has decreased significantly, with shoppers primarily focusing on daily necessities, indicating a need for sustained engagement beyond the initial novelty [4][9]. - The store has introduced various affordable products and services, including a dedicated area for low-priced baked goods and free tasting samples, but faces challenges in maintaining customer interest and adapting to local tastes [6][9]. Group 2: Qingmei Group (清美集团) - Qingmei Group's "Pin Shang Life" supermarket opened in July 2025, quickly attracting local residents and achieving over 1 million yuan in sales on its first day, leveraging its comprehensive supply chain for fresh produce [10][12]. - The store emphasizes local flavors and fresh, affordable products, catering to the preferences of Shanghai's consumers, particularly older demographics [10][12]. - While the store has received positive feedback for its offerings, there are concerns about the variety of products available, suggesting a need for continuous innovation in its product range [12][14]. Group 3: Aoleqi (奥乐齐) - Aoleqi has rapidly ascended in the supermarket rankings, achieving a 100% growth rate and launching new private label brands to enhance its competitive edge [15][19]. - The store attracts a diverse customer base, particularly younger consumers, with a focus on high-quality, low-priced products that resonate with local tastes [17][19]. - Aoleqi's strategy includes maintaining a high percentage of private label products, which allows for better price control and quality assurance, but faces challenges in balancing low prices with brand trust [20][19]. Group 4: RT-Mart (大润发) - RT-Mart's Pingxingguan store has become a popular destination for Korean tourists, leveraging its unique offerings and Korean language services to enhance the shopping experience [21][29]. - The store has adapted its product displays and services to cater specifically to Korean visitors, resulting in increased foot traffic and sales, particularly in snack and beverage categories [24][26]. - Despite the influx of tourists, RT-Mart remains committed to its community supermarket model, ensuring that local residents continue to receive quality service and products [29][21]. Group 5: Industry Trends - The Shanghai supermarket sector is witnessing a wave of innovation and transformation, with established players and new entrants alike striving to meet evolving consumer demands [30][31]. - There is a growing emphasis on integrating local culture and community needs into supermarket offerings, moving beyond traditional retail models to create unique shopping experiences [30][31]. - The competition in the supermarket industry is intensifying, with a focus on quality, service, and local adaptation becoming critical for long-term success [32][30].

Core Insights - The main market saw a net inflow of 1.042 billion yuan as of December 19, with significant capital flowing into various sectors [1] Group 1: Sector Performance - The top sectors by net inflow were: - Automotive Parts with 3.279 billion yuan and a price increase of 2.56% [2] - General Equipment with 1.841 billion yuan and a price increase of 1.75% [2] - Commercial Retail with 1.030 billion yuan and a price increase of 3.83% [2] - Communication Equipment with 0.874 billion yuan and a price increase of 1.28% [2] - Specialized Equipment with 0.710 billion yuan and a price increase of 1.41% [2] - Software Development with 0.541 billion yuan and a price increase of 1.19% [2] - Tourism and Hotels with 0.517 billion yuan and a price increase of 1.45% [3] - Power Equipment with 0.395 billion yuan and a price increase of 1.46% [3] - Insurance with 0.337 billion yuan and a slight decrease of 0.17% [3] - Professional Services with 0.310 billion yuan and a price increase of 1.89% [3] Group 2: Notable Companies - Leading companies by net inflow in their respective sectors included: - Shanzi Gaoke in Automotive Parts [2] - Xue Ren Group in General Equipment [2] - Yonghui Supermarket in Commercial Retail [2] - Xinye Sheng in Communication Equipment [2] - Aerospace Power in Specialized Equipment [2] - Yingshisheng in Software Development [2] - China Duty Free in Tourism and Hotels [3] - Hailu Heavy Industry in Power Equipment [3] - Ping An Insurance in Insurance [3] - Aerospace Engineering in Professional Services [3]

沪指12月23日上涨0.07%，申万所属行业中，今日上涨的有9个，涨幅居前的行业为电力设备、建筑材 料，涨幅分别为1.12%、0.88%。跌幅居前的行业为社会服务、美容护理，跌幅分别为2.07%、1.65%。 商贸零售行业位居今日跌幅榜第三。 | 600280 | 中央商场 | -7.57 | 17.29 | -2816.58 | | --- | --- | --- | --- | --- | | 600628 | 新世界 | -2.27 | 8.49 | -2785.90 | | 002561 | 徐家汇 | -1.69 | 5.60 | -2547.38 | | 601010 | 文峰股份 | -1.97 | 3.94 | -2531.94 | | 605136 | 丽人丽妆 | -4.92 | 8.83 | -2362.84 | | 600738 | 丽尚国潮 | -2.33 | 4.54 | -2318.03 | | 600824 | 益民集团 | -2.04 | 6.56 | -2244.87 | | 600828 | 茂业商业 | -8.10 | 5.09 | -2208.97 | | 60082 ...

12月22日晚间，红旗连锁发布公告称，公司持股5%以上股东永辉超市因自身资金需求，计划通过集中 竞价及大宗交易方式，合计减持不超过4080万股公司股份，占公司总股本的3%。 知名连锁零售商红旗连锁（002697.SZ）或遭永辉超市年内第三次减持。 长江商报奔腾新闻记者梳理发现，这是2025年以来，红旗连锁第三次披露永辉超市的减持计划。 长江商报奔腾新闻见习记者 涂媛 其中拟通过集中竞价方式减持不超过1360万股，不超过公司总股本的1%；拟以大宗交易方式减持不超 过2720万股，不超过公司总股本的2%。 2025年前三季度，红旗连锁营业收入和归母净利润双双下滑。前三季度，公司实现营业收入71.08亿 元，同比下降8.48%；实现归母净利润3.83亿元，同比下降1.89%。单看第三季度，红旗连锁营收为23亿 元，同比下降10.86%；归母净利润为1.02亿元，同比下降17.47%。 而另一边，筹划减持的永辉超市自身的经营处境也不容乐观。 永辉超市2025年三季报显示，公司前三季度实现营业收入424.34亿元，同比下降22.21%；归母净利润亏 损7.1亿元，去年同期归母净利润亏损7786.57万元。对此，永辉超市 ...

12月22日，红旗连锁（002697）公告，公司于2025年12月22日接到持股5%以上股东永辉超市 （601933）股份有限公司(以下简称"永辉超市")《关于计划减持成都红旗连锁股份有限公司股份的告知 函》。 永辉超市拟通过集中竞价减持所持公司股份不超过13600000股，占公司总股本比例不超过1%；拟通过 大宗交易方式减持所持有的公司股份不超过27200000股，占公司总股本比例不超过2%。 截至本公告日，永辉超市持有公司股份122229900股，占公司总股本的8.99%。 公告显示，永辉超市本次减持原因为自身资金需求，减持价格根据实施时的市场价格确定。减持期间为 自公告发布之日起15个交易日后的3个月内。 按照红旗连锁当前股价6.18元/股粗略计算，永辉超市此次减持或将套现约2.5亿元。 2025年前三季度，红旗连锁实现营业总收入71.08亿元，同比下降8.48%；归母净利润3.83亿元，同比下 降1.89%；扣非净利润3.68亿元，同比增长3.96%。 红旗连锁指出，2025年，居民收入增速放缓，居民的消费意愿和消费能力呈现双下滑的态势，消费者对 刚需必选品更加"精打细算"，行业整体承压。 而另一边， ...

（企业公告） 12月22日，红旗连锁发布公告称，公司于2025 年12月22日接到持股5%以上股东永辉超市股份有限公司 （以下简称"永辉超市"）《关于计划减持成都红旗连锁股份有限公司股份的告知函》，永辉超市拟通过 集中竞价减持所持公司股份不超过1360万股，占公司总股本比例不超过1%；拟通过大宗交易方式减持 所持有的公司股份不超过2720万股，占公司总股本比例不超过2%。若本次减持股份计划实施期间,公司 有送股、资本公积金转增股本、配股或缩股等股份变动事项,前述预计减持股份数量上限将作相应调 整。减持期间为自本减持计划的预披露公告发布之日起15个交易日后的3个月内,且在任意连续90日内通 过集中竞价减持股份的总数不超过公司总股本的1%，大宗交易减持股份的总数不超过公司总股本的 2%。 ...

Group 1 - The core viewpoint of the article highlights a rebound in the consumer sector, particularly in food and beverage stocks, driven by recent policies aimed at boosting domestic demand and consumption [4] - The China Securities Food and Beverage Index experienced a slight decline of 0.03% at the close, with notable stocks such as Jingliang Holdings and Hongmian Co. reaching their daily limit up [1] - The China Securities Agricultural Index rose by 0.69%, with stocks like Roniu Mountain and Hainan Rubber also hitting their daily limit up [3] Group 2 - The Tianhong Food and Beverage ETF reported a trading volume of nearly 25 million yuan at the close, indicating active market participation [2] - The Tianhong Agricultural ETF saw a trading volume exceeding 32 million yuan, with significant net inflows over the past five trading days, totaling over 31 million yuan [3] - The Tianhong Food and Beverage ETF tracks the China Securities Food and Beverage Index, focusing on leading stocks in high-end and mid-range liquor, as well as other beverage and dairy segments [3] Group 3 - The consumer sector is currently experiencing a strategic opportunity period supported by intensive policy measures, with the food and beverage industry expected to benefit directly from the domestic demand boost [5] - Key trends in the industry include health-oriented and quality-focused consumption, alongside easing cost pressures, which enhance the profitability resilience of leading companies [5] - The consumer sector is showing signs of bottoming out, with policy dividends and fundamental recovery creating a resonant effect, indicating potential investment value [5]