Core Insights - The retail industry is undergoing rapid transformation, with hypermarkets adjusting their strategies to meet evolving consumer demands [6] - The newly renovated Olé Supermarket in Shenzhen has successfully attracted over 10,000 visitors within four hours of opening, showcasing a comprehensive upgrade in products, services, and shopping experience [1][3] Group 1: Store Renovation and Pricing Strategy - The core of the renovation at Olé Supermarket focuses on making quality products and affordable prices accessible, with an overall product refresh rate of 80% and a price reduction of nearly 20% [3][7] - Popular items include fresh chicken eggs priced at 13.99 yuan for 30 pieces, fresh-cut beef at 29.9 yuan per pound, and live king crabs at 699 yuan each, indicating a shift towards more affordable options for consumers [3] Group 2: Innovative Shopping Experience - The introduction of the "Smoke and Fire Food Street" and the unique "Turn Turn Hot Pot" concept aims to transform the supermarket into a social dining space, catering to various dining scenarios [4] - The store features ready-to-eat options like meat and egg burgers and grilled skewers, enhancing the shopping experience by combining food and social interaction [4] Group 3: Industry Trends and Competitor Strategies - Major retail players are also undergoing transformations, with Yonghui Supermarket implementing the "Fat Transformation" model, achieving a revenue of 42.434 billion yuan in the first three quarters of 2025 [6] - Walmart is shifting focus towards high-end membership stores, reducing the number of traditional hypermarkets from 420 in 2019 to over 270 currently, while planning to add 10 new Sam's Club locations by 2025 [6] - China Resources Vanguard is closing inefficient hypermarkets and concentrating on high-end formats, with plans for further adjustments based on market feedback [7]

Core Viewpoint - The opening of the new flagship store of Yonghui Supermarket in Kunming marks a significant upgrade in the shopping experience, focusing on quality products and customer service while maintaining affordability for essential goods [1][23]. Store Overview - The newly renovated store covers an area of nearly 4,200 square meters, with a total of 8,505 product offerings, of which 10% are newly introduced items, achieving over 80% alignment with the product structure of the "Learning from Pang Donglai" model [3][4]. Product Offerings - The store emphasizes quality and affordability, featuring competitive prices for various products, such as sugar oranges at 7.9 yuan/kg, frozen sea-caught fish at 31.9 yuan/kg, and fresh chicken eggs at 8.9 yuan/box [6]. - The vegetable section has significantly increased its offerings of organic and highland vegetables, while the prepared food area includes popular items like grilled chicken and lamb skewers [8][9]. Seasonal Promotions - In anticipation of the New Year shopping season, Yonghui has launched nationwide promotional activities, including over a hundred holiday products and essential goods, with strategies like "quality at a fair price" and "superior products" [11]. - The store will also kick off the "New Yonghui, New Year Flavor" festival in January 2026, featuring a wide range of products to meet various festive needs [13]. Customer Experience Enhancements - The store has improved the shopping environment by widening main aisles and lowering shelf heights to create a more open and comfortable space [18]. - Customer service enhancements include a new rest area with amenities like drinking water, microwaves, and pet storage, as well as a flexible return policy promising refunds for unsatisfactory food items [19]. Employee Welfare - The store has increased the number of frontline employees and improved overall salary levels, implementing benefits such as paid annual leave and free employee meals to enhance staff satisfaction and service quality [21]. Strategic Goals - The opening of the Century Golden Source store represents a new starting point for Yonghui in Yunnan, aiming to provide high-quality, affordable products and a respectful shopping environment, positioning itself as a trusted partner for consumers during the festive season [23].

Group 1 - The core viewpoint of the articles highlights the vibrant consumer market during the New Year period, with the opening of Yonghui Supermarket's first modified store in Puning, marking a significant expansion in the Guangdong region [1][3] Group 2 - Yonghui Supermarket's Puning store features a total of 8,302 SKUs, including 65 new imported products, with imported goods now accounting for 12.4% of the total [3] - The store aims to enhance the supply of mid-to-high-end and specialty products in the fresh food category to meet the diverse and refined lifestyle demands of consumers [3] - Yonghui Supermarket's strategy focuses on deepening its presence in the Guangdong market by balancing the upgrade of county-level consumption with the quality and atmosphere of the supermarket experience [3]

Core Insights - Yonghui Supermarket has opened its first "Pang Dong Lai" modified store in Baoding, marking the 11th modified store in Hebei province, indicating a focus on the "quality retail" model in central Hebei cities [1] - The store's previous location in Shijiazhuang saw sales increase over three times and foot traffic rise by 150% within three months of its modification, showcasing strong consumer appeal [1] - The Ministry of Commerce and other departments have issued a notice to boost consumption, which aligns with the accelerated commercial upgrades in Baoding and the growing consumer demand [1] Store Modifications - The modified store spans 3,000 square meters, featuring a completely revamped shopping environment with a widened main aisle and a uniform shelf height of 1.6 meters [2] - The store has optimized its product offerings, removing over half of the original items and increasing the proportion of new products by over 40%, focusing on high-quality and high-experience goods [2] - The store has enhanced its product diversity, with nearly 20% of items being imported and fresh food items increasing to 21%, catering to local dietary preferences [2] Employee Benefits - The modifications have positively impacted employee conditions, with average salaries rising significantly and new facilities such as a staff lounge and training room being introduced [2] - The "Craftsman Program" allows employees in meat, poultry, and baking roles to receive technical subsidies through skill certification [2] Strategic Direction - The upgrade of the Yonghui Supermarket in Baoding represents a significant implementation of the quality retail model, with plans for further refined upgrades across the nation [3] - The company aims to solidify its positioning as "National Supermarket, Quality Yonghui" while continuing to learn from the "Pang Dong Lai" model [3]

| 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量( * ) 买入营业部 | | | | 卖出营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-12-31 | 永辉超市 | 601933 | 171.75 4.43 | 38.77 | 招商证券股份有限 公司北京北三环紧 | 国联民生证券股公 有限公司北京分公 | | 12月31日，永辉超市大宗交易成交38.77万股，成交额171.75万元，占当日总成交额的0.06%，成交价4.43元，较市场收盘价4.69元折价5.54%。 ...

截至12月31日收盘，福建自贸区概念下跌0.84%，位居概念板块跌幅榜前列，板块内，鹭燕医药、合兴 包装等跌停，平潭发展、中能电气、昇兴股份等跌幅居前，股价上涨的有41只，涨幅居前的有乾照光 电、延江股份、航天发展等，分别上涨15.75%、11.68%、10.00%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 小红书概念 | 2.88 | 硅能源 | -1.03 | | 快手概念 | 2.49 | 有机硅概念 | -0.99 | | 中船系 | 2.30 | 液冷服务器 | -0.98 | | 中韩自贸区 | 2.25 | 钠离子电池 | -0.86 | | 军工信息化 | 2.22 | 福建自贸区 | -0.84 | | 智谱AI | 2.20 | 环氧丙烷 | -0.77 | | AI语料 | 2.00 | 高压快充 | -0.77 | | 国产航母 | 1.99 | 宁德时代概念 | -0.75 | | Sora概念(文生视频) | 1.97 | PEEK材料 | -0.74 | | 卫星导航 | ...

股票简称：永辉超市 股票代码：601933 （广东省深圳市福田区中心三路 8 号卓越时代广场（二期）北座） 关于永辉超市股份有限公司 申请向特定对象发行股票的审核问询函的 回复 保荐人（主承销商） 二〇二五年十二月 7-1-1 | 黑体 | 审核问询函所列问题 | | --- | --- | | 宋体 | 对审核问询函所列问题的回复 | | 楷体（加粗） | 涉及对募集说明书等申请文件的修订、补充 | 7-1-2 上海证券交易所： 贵所于 2025 年 11 月 6 日印发的《关于永辉超市股份有限公司向特定对象发 行股票申请文件的审核问询函》（上证上审（再融资）〔2025〕353 号）（以下 简称"审核问询函"）已收悉。永辉超市股份有限公司（以下简称"永辉超市"、 "公司"、"发行人"或"申请人"）与中信证券股份有限公司（以下简称"保 荐机构"或"保荐人"）、上海市通力律师事务所（以下简称"发行人律师"）、 安永华明会计师事务所（特殊普通合伙）（以下简称"会计师"、"发行人会计 师"）等相关方对审核问询函所列问题进行了逐项落实、核查。 现就本次审核问询函提出的问题书面回复如下，请予审核。 如无特别说明，本审核 ...

上海市通力律师事务所 关于永辉超市股份有限公司 向特定对象发行 A 股股票之补充法律意见书（一） 致：永辉超市股份有限公司 根据永辉超市股份有限公司（以下简称"发行人"）的委托，本所指派翁晓健律师、 赵婧芸律师（以下合称"本所律师"）作为发行人本次向特定对象发行 A 股股票（以下 简称"本次发行"）的专项法律顾问，已就本次发行出具了《上海市通力律师事务所关 于永辉超市股份有限公司向特定对象发行 A 股股票之法律意见书》（以下简称"法律意 见书"）《上海市通力律师事务所关于永辉超市股份有限公司向特定对象发行 A 股股票 之律师工作报告》（以下简称"律师工作报告"）（以上合称"已出具法律意见"）。 现根据上海证券交易所上证上审（再融资）[2025]353 号《关于永辉超市股份有限公司 向特定对象发行股票申请文件的审核问询函》（以下简称"《审核问询函》"）以及发 行人的相关要求，特就有关事宜出具本补充法律意见书。 已出具法律意见中所述及之本所及本所律师的声明事项以及相关定义同样适用于 本补充法律意见书。本补充法律意见书构成已出具法律意见的补充。 一. 审核问询问题 3.2 请发行人说明：（1）发行人及子公司是否经营 ...

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证券代码：601933 证券简称：永辉超市 公告编号： 2026-001 永辉超市股份有限公司 关于向特定对象发行股票申请文件的审核问询函 回复的提示性公告 公司会同相关中介机构对审核问询函所列问题进行了认真研究和逐项落实， 并按审核问询函要求对有关问题进行了说明和论证分析。现根据要求对审核问询 函回复进行公开披露，具体内容详见公司同日在上交所网站披露的《关于永辉超 市股份有限公司申请向特定对象发行股票的审核问询函的回复》等相关文件。 公司本次向特定对象发行股票事宜尚需上交所审核通过、中国证券监督管理 委员会同意注册后方可实施，最终能否通过上交所审核并获得中国证券监督管理 委员会同意注册的决定及其时间尚存在不确定性。公司将根据进展情况及时履行 信息披露义务，敬请广大投资者注意投资风险。 特此公告。 永辉超市股份有限公司董事会 二〇二六年一月一日 1 / 1 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（以下简称"公司"）于 2025 年 11 月 6 日收到上 海证券交易所（以下简称"上交所"）出具的《 ...