永辉超市：重庆金源时代店现金结算"反向抹零"情况属实 智通财经5月1日电，永辉超市今日发布整改说明称，经排查，重庆、河北、北京等多地的部分非调改门店存在现金支付分币"反向抹零"情况，顾客反馈的 重庆金源时代店现金结算时分币"反向抹零"情况属实。自4月29日起，永辉超市所有门店全面执行新规，现金支付分币零头全舍，确保顾客实付金额不高 于标价。同时从即日起，对消费存在分位差额的顾客，启动服务补偿。（智通财经记者 吴蔚玲） 1.全国门店统一执行"舍分"标准:2025年4月29日起,全国所有永辉超市 门店全面执行新规，即现金支付分币零头全舍，商品分位金额无论尾数为1 分或9分，一律"舍去不计"，确保顾客实付金额不高于标价。 2.启动服务补偿:即日起,所有消费存在分位差额的顾客可通过以下方式获 得补偿。 (1) 门店服务台:凭任意消费凭证,现场返还差额补偿; (2) 线上通道：通过永辉生活APP"我的-客服中心"上传小票,24小时内发 放补偿券。 补偿标准:按实际分位差额的10倍进行补偿。 如您有任何疑问，可拨打4000-601933永辉超市服务热线与我们联系。 四、对反馈问题顾客的感谢 计划 国民超市 品质永辉 我们 ...

作者|贝塔商业 阿营 永辉超市还有救吗？ 永辉超市刚刚发布了自己2024年的最新财报，所有看过的人都会倒吸一口冷气。 这家曾经的超市巨头，已经连续四年累计亏损超90亿元。 光是2024年就关掉232家门店，相当于每1.5天消失一家店。 永辉超市一边捧着"胖东来模式"当救命稻草，一边被名创优品老板叶国富低价抄底，连胖东来创始人于东来都忍不住吐槽："花钱买了个罪受"。 这出商战大戏背后，藏着传统零售业转型的集体焦虑："规模为王"的时代落幕，永辉的"断臂求生+网红改造+资本赌局"组合拳，到底能不能打出翻身仗？ 永辉的ICU账单： 越止血，越失血？ 时间倒回2019年，永辉还是中国超市界的"优等生"：年营收932亿元，门店数1440家，股价最高冲到11.72元。 谁能想到，短短五年后，这家公司会变成"亏损专业户"——2024年营收跌到675亿元，净利润-14.65亿元，连资产负债率都飙到88.7%，相当于每赚100元 就要还88元债。 | 主要会计数据 | 2024年 | 2023年 | 本期比上 年同期增 | 2022年 | | --- | --- | --- | --- | --- | | | | | 減(%) ...

Core Insights - Yonghui Supermarket is set to reopen its Xinmi Zhongqiang Guangnian store after adjustments, marking its eighth store in Henan under the "Pang Donglai" assistance program [1] - The store's product structure has been revamped to meet 80% of Pang Donglai standards, with a significant increase in fresh food offerings [1][2] - The adjustment reflects a broader trend of increasing consumer interest in county-level markets, prompting Yonghui to continue expanding in these areas [2][3] Group 1 - The Xinmi Zhongqiang Guangnian store has optimized its product offerings, removing 8,136 items and adding 5,036 new products, resulting in a new product addition rate of over 55.2% [1] - The proportion of imported goods has risen to 16%, and the share of fresh food has increased from 5% to 20%, creating a "fresh + food + daily necessities" product mix [1] - The store features a dedicated area for Pang Donglai brand products, offering over 40 popular items, including affordable quality essentials [1] Group 2 - The store has enhanced customer experience through service upgrades, such as offering various meat preparation services and providing conveniences like magnifying glasses and wet hand tools [2] - Employee engagement has been boosted through salary reforms, with an average salary increase of 64% for frontline staff and additional benefits like paid leave and free meals [2] - The county market's consumption capacity is gaining attention from various retail brands, with Yonghui planning further adjustments in multiple county-level stores [2][3] Group 3 - National retail sales in urban areas reached 42.12 trillion yuan, growing by 3.4%, while rural retail sales hit 6.67 trillion yuan, increasing by 4.3% [3] - The slower pace of life in county markets leads consumers to prefer in-store shopping, focusing on product quality, price, and service, which presents growth opportunities for quality supermarkets [3] - With the opening of the Xinmi store, Yonghui's total number of adjusted stores will rise to 70, with expectations to reach 124 by the end of June [3]

Core Insights - Yonghui Supermarket has launched its first store under the "Fat Donglai" model in Zunyi, which serves as a nationwide prototype for store renovations, focusing on comprehensive upgrades in product structure, shopping environment, and service systems [1] Group 1: Store Renovation and Product Strategy - The store has eliminated nearly 70% of its products, reducing from 20,543 items to 8,374, while introducing 4,345 new products, achieving an 80% similarity in product structure with the Fat Donglai model [1] - The proportion of imported products has increased to 12%, creating a competitive edge through a combination of local characteristics, quality selection, and similar offerings to Fat Donglai [1] - In the fresh food section, the store has implemented targeted planting partnerships to shorten the supply chain and reduce waste, while also enhancing customer trust through packaged fresh products [3] Group 2: Customer Experience Enhancements - The store layout has been redesigned, with shelf heights reduced from 2.4 meters to 1.6 meters and main aisles widened to 2.4 meters, improving visibility and customer comfort [3] - Various customer-friendly features have been introduced, such as labeling bulk food items with weight estimates and providing isolation bags for separating products [3] - Service upgrades include customized offerings at the meat counter, live fish services in the seafood section, and free cleaning and cutting for fruits, alongside strict freshness control policies [3] Group 3: Employee Welfare and Corporate Strategy - The store has increased its staff from 75 to 180, with an average salary rise to 4,000 yuan, and benefits such as 10 days of paid annual leave after one year of service [4] - The renovation reflects Yonghui's commitment to enhancing employee happiness and motivation, which is integral to the Fat Donglai model [4] - Yonghui aims to deepen its involvement in regional economic value reconstruction through localized development and quality retail strategies, aspiring to become a national supermarket better suited for mainstream Chinese families [4]

Company Updates - Caocao Travel has submitted an IPO application to the Hong Kong Stock Exchange [1] - Luckin Coffee has appointed Li Hui as the new chairman, replacing Guo Jinyi, who will continue as CEO [6] - Douyu has been enforced to pay approximately 3.5 million RMB due to a court ruling [5] - The first quarter financial results of major companies show varied performance, with Gree Electric achieving a net profit of 32.185 billion RMB, a 10.91% increase year-on-year, despite a 7.26% decline in revenue [3] Financial Performance - Adidas reported a net profit of 428 million euros in Q1, exceeding market expectations of 376.4 million euros [14] - China Petroleum's Q1 net profit was 46.81 billion RMB, a 2.3% increase year-on-year, with revenue down 7.3% [15] - China Life's Q1 net profit reached 28.802 billion RMB, up 39.5% year-on-year, despite an 8.9% decline in revenue [16] - Guizhou Moutai reported a Q1 revenue of 50.601 billion RMB, a 10.54% increase year-on-year [17] Market Trends - The Long Triangle Railway expects a 6% increase in passenger volume during the May Day holiday, with an estimated 2.88 million passengers over the holiday period [7] - The cultural industry in China saw a 6.2% year-on-year increase in revenue in Q1 2025, with new business models growing by 12.5% [8] - The U.S. stock market saw all three major indices rise, with notable performances from Tesla and Netflix [9] Investment and Financing - Anhui Wanzhi Construction Engineering Co., Ltd. completed a 26 million RMB Pre-A round financing to advance smart construction technology [28] - "Yinshi Robot" completed nearly 100 million RMB in B3 round financing to enhance technology development and market expansion [29] - "Zhiyuan Gold Chain" secured angel round financing to develop distributed computing resources using blockchain technology [30]

清华教授马少平表示，技术发展会创造出新的岗位，即使替换了已有人力的工作岗位，也可能会带来新的休息时间和假期。 整理 ｜丁丁炒面 点击上方【36氪随声听】，一键收听大公司热门新闻。听完音频记得添加进入 【我的小程序】 中哟！ 曹操出行 36氪获悉，据港交所，曹操出行在港交所提交IPO申请。 活力集团 活力集团控股有限公司于2024年10月29日递交的港股招股书满6个月，于2025年4月29日失效，递表时招商证券（香港）有限公司、民银资本有限公司为 其联席保荐人。（界面新闻） 清华教授表示将来有望每周上三休四 4月28日，清华教授马少平 在选择与回响眼界沙龙中表示，技术发展会创造出新的岗位，即使替换了已有人力的工作岗位，也可能会带来新的休息时间和 假期。未来有望一周只上三天班，有四天休息游玩时间。所以不要畏惧技术的发展，AI的发展一定会让人们更加轻松。（腾讯新闻） 永辉超市回应标价7.96元实收8元 奈雪的茶门店通知能喝奶茶就不要喝水 近日，刘先生在重庆永辉超市金源时代店购买标价为7.96元的淡虾米，支付100元现金后找零92元。按实际金额计算应支付7.96元，但超市采用分位"四舍 五入"规则，实际收取8元。刘先 ...

Core Viewpoint - Yonghui Supermarket has faced significant challenges, resulting in continuous losses over the past four years, totaling over 9.5 billion yuan, indicating a need for a strategic transformation and a reevaluation of its business model [2][3]. Financial Performance - In 2024, Yonghui reported a revenue of 67.574 billion yuan, a year-on-year decline of 14.07%, with a net profit loss of 1.465 billion yuan compared to a loss of 1.329 billion yuan in the previous year [3]. - The revenue decline is attributed to intense competition in the retail sector and the company's proactive store optimization and strategic transformation efforts [3]. Store Closures and Adjustments - Yonghui closed 232 underperforming stores in 2024, accelerating the pace of closures in key cities [5]. - The company is adopting a strategy of "eliminating old products and introducing new ones," with some stores offering discounts to attract customers, although the discounts have been criticized as misleading [5][6]. Store Transformation and Strategy - Yonghui has implemented the "Pang Donglai" model, initiating a "quality retail" strategic transformation, with 31 stores upgraded by the end of 2024, and plans for further increases in the number of transformed stores [3][10]. - Despite initial success in attracting customers to transformed stores, there are concerns about sustaining customer traffic beyond the initial months [10]. Market Position and Future Outlook - The company is encouraged to focus on its unique strengths and develop its own competitive products, particularly in the wine sector, where it has begun to see some success with its self-selected wine offerings [13]. - The next 12-18 months are critical for Yonghui to navigate the challenges in the retail industry and establish a new positioning that leverages its scale advantages [13].

Core Insights - The article discusses the trend of foreign trade products being introduced into domestic supermarkets, highlighting the collaboration between supermarkets and foreign trade companies to facilitate this transition [1][9]. Group 1: Market Dynamics - Supermarkets are establishing foreign trade product sections and online channels to introduce quality foreign goods, creating a "green channel" for foreign trade enterprises [1][6]. - The introduction of foreign products is seen as a way for foreign trade companies to clear inventory and for supermarkets to increase customer traffic and sales [1][9]. - The transition from export to domestic sales requires foreign trade companies to adapt their products to local market demands, including packaging and product types [1][7]. Group 2: Product Offerings - Various foreign products, including canned tuna and oral care items, have been launched in Beijing supermarkets, with some stores featuring dedicated foreign product sections [6][9]. - The "foreign trade premium section" at supermarkets includes over a thousand products across multiple categories, with 50% being cross-border sourced and 10% being exclusive custom products [6][9]. - Companies like Ningbo Today Food Co. have quickly adapted their products for the domestic market, changing packaging to include Chinese characters and developing new flavors to cater to local tastes [7][8]. Group 3: Operational Efficiency - Supermarkets have streamlined processes to facilitate the rapid onboarding of foreign products, with some companies reporting product availability within 10 days [7][9]. - The establishment of rapid response centers for foreign trade enterprises has enabled quick product listings, with some products going from entry to sale in as little as three working days [7][9]. - The collaboration between supermarkets and foreign trade companies is crucial for overcoming the challenges of adapting to domestic market conditions [9][10]. Group 4: Challenges and Considerations - Adapting foreign products for the domestic market involves understanding local consumer preferences and navigating the complexities of domestic distribution channels [9][10]. - The traditional trading model in the domestic market differs significantly from export practices, requiring foreign trade companies to adjust their pricing and sales strategies accordingly [10]. - The effectiveness of foreign products in attracting customers to supermarkets remains uncertain, as current consumer interest is more focused on fresh and hot food items rather than canned goods and daily necessities [10].

证券代码：601933 证券简称：永辉超市 公告编号：2025-028 永辉超市股份有限公司 关于参加 2025 年福建辖区上市公司投资者 网上集体接待日活动的公告 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。 为进一步加强与投资者的互动交流，永辉超市股份有限公司（以下简称"公 司"）将参加由福建证监局指导，福建省上市公司协会主办与深圳市全景网络有 限公司联合举办的"2025 年福建辖区上市公司投资者网上集体接待日活动"， 现将相关事项公告如下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （http://rs.p5w.net），或关注微信公众号：全景财经，或下载全景路演 APP， 参与本次互动交流，活动时间为 2025 年 5 月 14 日（周三）15:30-17:00。届时 公司高管将在线就公司 2024 年度业绩、公司治理、发展战略、经营状况和可持 续发展等投资者关心的问题，与投资者进行沟通与交流，欢迎广大投资者踊跃参 与！ 特此公告。 永辉超市股份有限公司董事会 二〇二五年四月三十日 ...

证券代码：601933 证券简称：永辉超市 公告编号：2025-029 公司第一大股东广东骏才国际商贸有限公司保证向本公司提供的信息内容 真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证信息披露的内容与信息披露义务人提供的信 息一致。 重要内容提示： 公司第一大股东广东骏才国际商贸有限公司（以下简称"骏才国际"） 持有本公司无限售流通股 2,668,135,376 股，占公司股份总数的 29.40%。 累计质押股份数量（含本次）为 1,867,694,764 股，占其持股数量的比 例为 70.00%。 一、上市公司股份质押 永辉超市股份有限公司（以下简称"公司"）于 2025 年 4 月 29 日获悉第 一大股东骏才国际所持有本公司的部分股份被质押，具体情况如下： | 股东 | 是否为 | 本次质押股数 | 是否为 | 是否 | 质押 | 质押 | | 占其所 | 占公司 | 质押融资 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 控股 | （股） | 限售股 | 补充 ...