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买7.96元商品被收8元,永辉超市被指“反向抹零”!胖东来也救不了?
新华网财经· 2025-04-29 08:02
近日,有消费者在永辉超市(重庆江北区-金源时代店)购买标价7.96元的商品,结账时发现 被收取8元,遭到超市反向抹零。这种现象并非个例,另一位市民发帖称自己于4月20日在永 辉超市(重庆渝北区-红叶路店)购买标价11.55的开心果,小票显示实收11.6元。媒体注意 到,两张小票的下方标注"分币凭小票当月内到服务台积零换整"。 4月29日,永辉超市(重庆渝北区-红叶路店)告诉记者,因为现在分币比较少,电子支付并不 会出现这样的情况,如果是现金的话,可凭小票到客服这边积零换整。另据鲁网报道,金源 时代店工作人员也曾表示,因为分票比较少,顾客可以把每次的购物小票集合起来凑整,到 时来门店兑换毛票。 此外,对于类似事件,永辉较场口店收银员在被消费者追问时曾回应称:"四块九毛七收五 块,四舍五入是系统自动的"。 鲁网报道显示,根据现行法规,"四舍五入"的合法性存在明确边界。商家自愿"四舍"让利,如 将7.94元按7.9元收取,属单方让利行为。而未经消费者同意,强制"五入"多收分位金额,则 属违法行为。 山东德衡(济南)律师事务所陈吉珍律师指出,若商家未事先告知且消费者未同意,此类行 为涉嫌违反《中华人民共和国消费者权益 ...
永辉超市(601933):2024年年报及2025年一季报点评:经营趋势向好,供应链改造及关店影响短期利润
Soochow Securities· 2025-04-29 05:36
Investment Rating - The investment rating for the company is "Accumulate" (maintained) [1] Core Views - The company's overall operational fundamentals are continuously improving, including procurement, product structure, supply chain enhancements, and accelerated store renovations. Despite short-term profit impacts from supply chain reforms and store closures, the long-term performance outlook remains positive [7][10] - The company experienced a significant decline in revenue and net profit due to store closures, with a 14.1% year-on-year decrease in revenue for 2024 and a 10.3% decline in net profit [7] - The company is undergoing a transformation with a focus on optimizing its product offerings and procurement strategies, which has temporarily affected gross margins [7][10] Summary by Sections Financial Performance - In 2024, the company reported total revenue of 67.574 billion yuan, a decrease of 14.07% year-on-year, and a net profit attributable to shareholders of -1.465 billion yuan, down 10.26% year-on-year [1][7] - For Q1 2025, the company recorded revenue of 17.5 billion yuan, a decline of 19.3% year-on-year, and a net profit of 0.15 billion yuan, down 80% year-on-year [7] - The company's gross margin for Q1 2025 was 21.50%, reflecting a decrease of 1.35 percentage points year-on-year [7] Store Operations - By the end of 2024, the company had 775 stores, a net decrease of 225 stores year-on-year, with a 21% reduction in operational area [7] - The company plans to continue closing underperforming stores, with a target of closing 250-330 stores by the end of 2025 [7] - The number of renovated stores is expected to reach 200 by the end of 2025, contributing to future performance improvements [7] Future Outlook - The company has adjusted its profit forecasts for 2025 and 2026, with net profit estimates revised to -870 million yuan and 2.4 billion yuan, respectively, while projecting a net profit of 14.3 billion yuan for 2027 [7] - The ongoing store renovations and closures are seen as necessary steps towards achieving profitability in the long run [7]
买7.96元商品被收8元 永辉超市被指“反向抹零”!胖东来也救不了?
Bei Jing Shang Bao· 2025-04-29 05:28
Group 1 - Consumers have reported being charged more than the marked price at Yonghui Supermarket, indicating a practice of "reverse rounding" where prices are rounded up without prior consent [2][4][6] - The legality of "rounding up" practices is questioned, as it may violate consumer rights laws if done without consumer agreement [6] - Yonghui Supermarket's practice of "reverse rounding" has been described as price fraud, potentially leading to regulatory penalties and refunds [6] Group 2 - Yonghui Supermarket reported a revenue decline of 14.07% in 2024, with a net loss of 1.465 billion yuan, which is an increase in losses compared to the previous year [8][9] - In Q1 2025, the company experienced a 19.32% drop in revenue year-on-year, with a significant 79.96% decrease in net profit [8] - The company is undergoing a transformation by adopting the "Fat Donglai" model, with plans to convert over 300 stores by early 2026, aiming for improved sales performance [8][9]
酒店机器人3年亏8亿;瑞幸杀熟质疑愈演愈烈;保时捷CEO谈小米SU7Ultra;董明珠年薪1437万;一公司董事长放弃9个月薪水
Sou Hu Cai Jing· 2025-04-29 03:52
Group 1: Cloudy Technology's Financial Performance - Cloudy Technology has been hired by over 30,000 hotels in China, holding a market share of 9% globally and 12.2% in China as of 2023, ranking first in both categories [3] - Despite generating over 500 million yuan in revenue, Cloudy Technology has accumulated a net loss exceeding 800 million yuan over the past three years [3] Group 2: Mingming Hen Mang's Market Position - Mingming Hen Mang has submitted a listing application to the Hong Kong Stock Exchange, reporting a retail revenue of 55.5 billion yuan for 2024 and over 1.6 billion transactions [20] - The company operates 14,394 stores across 28 provinces in China, with approximately 58% located in county and town areas [21] - From 2022 to 2024, Mingming Hen Mang's revenue grew from 4.286 billion yuan to 39.344 billion yuan, with adjusted net profits increasing from 81 million yuan to 913 million yuan [21] Group 3: Gree Electric's Executive Compensation - Gree Electric's chairman and president, Dong Mingzhu, received a salary of 14.372 million yuan, while the total pre-tax compensation for executives amounted to 45.0518 million yuan [18][19] Group 4: Shangri-La Group's Leadership Change - Shangri-La Group appointed former Alibaba CMO Dong Benhong as the new CMO and CEO for China, bringing extensive experience from his previous roles [29][31] Group 5: AI Investment Insights - Industry expert Zhu Xiaohu advises entrepreneurs to avoid wasting funds on training foundational AI models and instead leverage existing models to address real business challenges [32]
永辉超市(601933):调改持续进行 期待业绩好转
Xin Lang Cai Jing· 2025-04-29 02:35
Core Viewpoint - The company reported a significant decline in revenue and net profit for Q1 2025, indicating ongoing challenges in its operations and profitability [1][2]. Financial Performance - In Q1 2025, the company achieved revenue of 17.479 billion yuan, a year-on-year decrease of 19.32%, and a net profit attributable to shareholders of 148 million yuan, down 79.96% year-on-year [1]. - The company's comprehensive gross margin for Q1 2025 was 21.50%, a decrease of 1.35 percentage points compared to the previous year [1]. - The period expense ratio for Q1 2025 was 20.78%, an increase of 1.38 percentage points year-on-year, with specific expense ratios for sales, management, R&D, and finance reported as 16.63%, 2.45%, 0.24%, and 1.46% respectively [2]. Operational Adjustments - The company has been implementing store adjustments and optimizing online channels since 2024, completing modifications in 61 stores by April 25, 2025, which resulted in significant increases in revenue and customer traffic [2]. - The company has also been closing underperforming stores, with a total reduction of 273 stores by the end of Q1 2025 [2]. Profit Forecast Adjustments - The profit forecast for 2025 has been revised down by 81% to 5.9 million yuan, while the forecast for 2026 has been increased by 5% to 38.3 million yuan, and a new forecast for 2027 is set at 55.6 million yuan [3]. - The company maintains an "overweight" rating due to expected improvements from store adjustments and the clearing of underperforming stores [3].
永辉超市(601933):品质零售转型加快 长期盈利改善可期
Xin Lang Cai Jing· 2025-04-29 02:35
Core Insights - The company reported its 2024 annual results and Q1 2025 results, with performance in line with expectations [1] Group 1: Financial Performance - In 2024, the company achieved revenue of 67.574 billion yuan, a year-on-year decrease of 14.07%, and a net profit attributable to shareholders of -1.465 billion yuan, compared to -1.329 billion yuan in the same period last year [1] - In Q1 2025, the company reported revenue of 17.479 billion yuan, a year-on-year decline of 19.32%, primarily due to a strategic and operational transformation that resulted in the closure of 273 stores compared to the previous year [1] - The net profit attributable to shareholders for Q1 2025 was 148 million yuan, a significant year-on-year decrease of 79.96%, mainly due to changes in product structure and procurement models, as well as a fair value loss of 172 million yuan from Advantage Solutions stock [1] Group 2: Store Transformation and Online Business - The company actively pursued supply chain reforms, accelerating store transformation, with 7 new supermarket openings and 232 closures in 2024, resulting in a total of 775 stores by the end of 2024, a decrease of 225 stores year-on-year [2] - The company emphasized a "quality retail" reform direction, with 61 stores modified by April 25, 2024, and an expectation to reach 124 modified stores by the end of June [2] - Online business revenue for 2024 was 14.6 billion yuan, accounting for 21.7% of total revenue, with the "Yonghui Life" app surpassing 118 million registered members [2] Group 3: Profitability and Cost Management - The company's gross margin for 2024 and Q1 2025 was 20.46% and 21.50%, respectively, reflecting a year-on-year decline of 0.78 and 1.35 percentage points [3] - The gross margin pressure was attributed to the optimization of product structure and procurement models during store adjustments, with a focus on long-term partnerships with core suppliers [3] - The company’s expense ratio for Q1 2025 was 20.78%, an increase of 1.38 percentage points year-on-year, with specific expenses for sales, management, R&D, and finance reported [3] Group 4: Strategic Developments - On September 23, 2024, a strategic shareholder, Guangdong Jun Cai International Trade Co., acquired 2.668 billion unrestricted shares of Yonghui Supermarket, making it the largest shareholder, with a focus on a "quality retail" development strategy [4] - The partnership aims to enhance private brand development, supply chain reforms, and employee welfare initiatives [4] Group 5: Future Outlook - The company maintains a "buy" rating, anticipating that consumption will be boosted and domestic demand expanded in 2025, with significant improvements expected from store transformations [5] - The company plans to close approximately 300 stores in 2025, with revised net profit forecasts for 2025 and 2026, and a new forecast for 2027 [5] - Revenue projections for 2025 have been adjusted to 60.01 billion yuan, with a PS valuation method applied, indicating a potential upside of 13% [5]
永辉超市(601933):调改加速 弹性可期
Xin Lang Cai Jing· 2025-04-29 02:35
调改后加工熟食占比提升,毛利率因为供应链改革有所承压。分业务,2024 年食品用品/生鲜及加工/其 他/租赁收入分别收入349.43/288.25/26.73/11.33 亿元,同比-14.03%/-12.82%/-28.08%/-6.77%,食品用品/ 生鲜及加工/其他/租赁收入毛利率分别为18.81%/12.79%/99.96%/78.66%,同 比-0.08pct/-0.37pct/+0.70pct/-2.20pct未来随着供应链持续优化+品质商品占比提升,公司毛利率有望恢 复。 费用边际有所提升,调改进入稳定期后有望下降。公司2024 年毛利率为20.46%,同比-0.78pct,销售/管 理/研发/财务费用分别占比19.33%/2.65%/0.27%/1.68%,同比+0.66pct/+0.25pct/-0.13pct/+0.00pct;公司 2025Q1 销售/管理/研发/财务费用分别占比16.63%/2.45%/0.24%/1.46%,同比 +1.04pct/+0.43pct/-0.10pct/+0.01pct 公司2024 年实现营业收入675.74 亿元,同比-14.07%,实现归母净利润- ...
一季度个贷增加2200亿,泡泡玛特登顶美国购物榜 | 财经日日评
吴晓波频道· 2025-04-29 01:19
点击上图 ▲立即预约 一季度规上工业企业利润由降转增 一季度小米手机登顶中国区销冠 4月28日消息,根据IDC发布的数据,2025年第一季度,中国智能手机市场前五大厂商出货量及市场份额分别为:小米出货量1330万台,市场份 额 18.6% , 同 比 增 长 39.9%; 华 为 出 货 量 1120 万 台 , 市 场 份 额 15.7% , 同 比 增 长 10%;OPPO 出 货 量 1110 万 台 , 市 场 份 额 15.5% , 同 比 增 长 0.5%;vivo出货量1080万台,市场份额15.0%,同比增长4%;苹果出货量980万台,市场份额13.7%,同比下降10%。时隔十年,小米手机中国 区销量再次登顶。 4月 27日,国家统计局公布数据显示,1—3月份,全国规模以上工业企业实现利润总额15093.6亿元,同比增长0.8%,去年全年同比下降3.3%。 3月份,规模以上工业企业利润由1—2月份下降0.3%转为增长2.6%,企业当月利润有所改善 。 具体来看,近六成行业利润实现增长,制造业改善明显。一季度,在41个工业大类行业中,有24个行业利润同比增长,增长面近六成;有24个 行业利润增速 ...
幸福航空取消“五一”前航班;永辉超市调改门店销售增幅达公司预期|消费早参
Mei Ri Jing Ji Xin Wen· 2025-04-28 23:32
Group 1 - Happiness Airlines has canceled all flights from April 28 to April 30, reflecting structural challenges faced by regional airlines in the post-COVID recovery, including high debt, low passenger volume, and rising fuel prices [1] Group 2 - Yonghui Supermarket reported significant sales growth in adjusted stores, meeting company expectations, while focusing on optimizing existing stores before expanding [2] - The company aims to achieve substantial loss reduction in the short term and quickly enter a stable and healthy profit state despite facing industry challenges [2] Group 3 - Miao Ke Lando's new management team features a mix of experienced and younger executives, with 50% coming from sales, enhancing responsiveness to market needs [3] - This restructuring addresses previous decision-making delays and aligns with the company's shift from scale expansion to refined operations [3] Group 4 - Sichuan Gold reported a 25% year-on-year increase in net profit for Q1 2025, with revenue rising by 9.7%, benefiting from higher international gold prices and optimized cost control [4] - The company is involved in gold mining and refining, while also participating in environmental projects to minimize ecological impact [4] - The increase in profit and revenue is attributed to enhanced production capacity following technical upgrades at the Suoluo Gold Mine [4]
外贸企业“触网”拓内需 杭州举办外贸优品对接会
Mei Ri Shang Bao· 2025-04-28 22:24
Core Insights - Export orders for many foreign trade companies have decreased by 30% to 50%, prompting a shift towards expanding domestic sales channels to compensate for lost international market share [1][2] - The "Foreign Trade Quality Products Market Expansion" event was launched to explore new pathways for foreign trade companies to transition to domestic sales [1][2] Group 1: Market Conditions - The global trade environment is complex and challenging, leading foreign trade companies to seek ways to navigate uncertainties [1] - Domestic consumer demand for high-quality and personalized products is increasing, providing a significant opportunity for foreign trade products to enter the domestic market [1][2] Group 2: Initiatives and Support - The Hangzhou Municipal Bureau of Commerce has introduced a three-year action plan to enhance the city's position as a global e-commerce hub, focusing on attracting quality supply chain enterprises and supporting new e-commerce talent [1][2] - Major e-commerce platforms and retail giants in Hangzhou are actively implementing measures to facilitate the entry of foreign trade products into the domestic market, including dedicated support teams and streamlined processes [2] Group 3: Event Outcomes - The event facilitated over a hundred preliminary cooperation intentions among participating foreign trade companies, indicating strong interest in domestic market integration [2] - Companies are adjusting product designs to meet domestic market demands, showcasing a proactive approach to align with local consumer preferences [2]