Core Insights - Yonghui Supermarket has reopened its Beijing Jiugong store after 49 days of extensive renovations, marking its 11th store in Beijing and the 4th in Daxing District [1] - The redesigned store features a new layout that eliminates forced traffic flow, widens main aisles to 3 meters, and lowers shelf heights to 1.6 meters, enhancing customer experience [1] - The product structure has been significantly restructured, with nearly half of the products replaced, achieving 80% alignment with the product structure of the successful brand Pang Dong Lai [1] Store Features - The store has increased the number of cash registers to 33, significantly reducing peak hour wait times [1] - Fresh food offerings have been enhanced, with a notable increase in the proportion of baked and prepared food items, and the introduction of over 30 customer service features including a rest area and pet temporary accommodation [1] - The seafood section now includes fresh products like live crabs and oysters, with a focus on freshness management and customer service [1] Product Offerings - The ready-to-eat section has expanded to include over a hundred new items such as spicy beef strips and freshly baked pizzas, catering to family needs [2] - The bakery section features new products like mountain camellia spring water toast and various pastries, while local flavors are freshly made daily [2] - Following the Jiugong store, additional stores in Shijingshan, Yanjiao, and Daxing are set to complete renovations by September, with a total of 156 stores undergoing transformation nationwide [2]

Core Viewpoint - Yonghui's Old Palace store has adopted a new layout that deviates from traditional supermarket designs, enhancing customer experience and operational efficiency [3] Group 1: Store Layout and Design - The Old Palace store has eliminated mandatory traffic flow designs, widening the main aisle to 3 meters and standardizing shelf height to 1.6 meters for a more open visual space [3] - The number of cash registers has increased to 33, reducing queue times during peak hours [3] Group 2: Product Offering Adjustments - Nearly half of the products in the store have been replaced, with the new product structure aligning 80% with the model of the successful brand "Pang Dong Lai" [3] - The store has implemented a "468 freshness management" system in the fruit cutting area, offering discounts based on the time since preparation [3] - A dedicated section for Pang Dong Lai's private label products has been established, featuring over 70 items including DL juice and craft beer [3] Group 3: Future Expansion Plans - Other Yonghui stores, including Shijingshan Lugou, Yanjiao Shangshang City, and Daxing Kangzhuang Tianjian Plaza, are also set to undergo similar renovations [3] - The total number of renovated Yonghui stores nationwide has reached 156, with an expectation to reach 200 by September 30 [3]

Core Viewpoint - Yonghui Supermarket has undergone a significant transformation with the reopening of its revamped store in Beijing, now branded as "Fat Yonghui," marking its 11th store in the city and reflecting a shift towards community-oriented retailing [1][3]. Group 1: Store Transformation - The Yonghui Supermarket in the Jiugong business district has been redesigned from a two-level layout to a single-level format, enhancing customer convenience by making product areas more visible and reducing checkout wait times [1][3]. - The new store has reduced the variety of general merchandise while increasing the proportion of fresh food items, including baked goods and seafood, with a focus on local sourcing and quick delivery [3][5]. Group 2: Customer Experience Enhancements - The store has introduced personalized services such as a "468 freshness management" system for fruit cuts and free cutting services for meat and seafood, ensuring customers pay for the actual product rather than excess water weight [5]. - Additional amenities have been added, including drinking water stations, microwaves, a customer rest area, and a temporary pet care spot, enhancing the overall shopping experience [5]. Group 3: Community and Commercial Upgrades - The surrounding community commercial complex is also undergoing upgrades, including an expanded parking area and new food service options such as snacks and fast food [7]. - Future plans for the commercial complex include the introduction of various new business types, such as coffee shops, Western restaurants, and interactive family activities, along with exterior renovations scheduled for this fall [8].

证券之星消息，8月14日一般零售板块较上一交易日下跌0.86%，合百集团领跌。当日上证指数报收于 3666.44，下跌0.46%。深证成指报收于11451.43，下跌0.87%。一般零售板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600113 | 浙江东日 | 46.27 | 5.93% | 29.80万 | | 13.22亿 | | 600415 | 小商品城 | 19.58 | 4.26% | 146.38万 | | 28.44亿 | | 000785 | 居然智家 | 2.94 | 0.68% | 109.68万 | | 3.22亿 | | 002818 | 富森美 | 11.96 | -0.58% | 2.66万 | | 3198.47万 | | 600712 | 南宁自货 | 6.87 | -0.87% | 21.60万 | | 1.49亿 | | 603101 | 汇嘉时代 | 8.01 | -0.87% | 22.74万 | | 1.83亿 ...

Core Viewpoint - Yonghui Supermarket Co., Ltd. will hold a half-year performance briefing on August 21, 2025, to discuss its operational results and financial status for the first half of 2025, allowing investors to engage in Q&A sessions [2][3][5]. Group 1: Meeting Details - The meeting is scheduled for August 21, 2025, from 09:00 to 10:00 [2][5]. - It will take place at the Shanghai Stock Exchange Roadshow Center and will be conducted in an interactive online format [2][5]. - Investors can submit questions from August 14 to August 20, 2025, through the Roadshow Center website or via the company's email [2][4]. Group 2: Participants - Key participants include Chairman Zhang Xuansong, Independent Director Bai Tao, Vice President and Financial Officer Wu Kaizhi, and Board Secretary Huang Xiaofeng [3][4]. Group 3: Contact Information - For inquiries, investors can contact the Board Office at phone number 0591-83962802 or via email at bod.yh@yonghui.cn [6].

证券日报网讯 8月13日晚间，永辉超市发布公告称，公司计划于2025年08月21日（星期四）09：00- 10：00举行2025年半年度业绩说明会。 （文章来源：证券日报） ...

证券代码：601933 证券简称：永辉超市 公告编号：2025-043 永辉超市股份有限公司 投资者可于 2025 年 08 月 14 日（星期四）至 08 月 20 日（星期三）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 bod.yh@y onghui.cn 进行提问。公司将在说明会上对投资者普遍关注的问题进行回答。 永辉超市股份有限公司（以下简称"公司"）将于 2025 年 08 月 21 日发布公 司 2025 年半年度报告，为便于广大投资者更全面深入地了解公司 2025 年半年 度经营成果、财务状况，公司计划于 2025 年 08 月 21 日（星期四）09:00-10:00 举行 2025 年半年度业绩说明会，就投资者关心的问题进行交流。 一、 说明会类型 本次投资者说明会以网络互动形式召开，公司将针对 2025 年半年度的经营 成果及财务指标的具体情况与投资者进行互动交流和沟通，在信息披露允许的范 围内就投资者普遍关注的问题进行回答。 二、 说明会召开的时间、地点 会议召开时间：2025 年 08 月 21 日（星期四）09:00-10:00 会议召开地点：上海证券 ...

Group 1 - Lawson opened its first store in Qingdao, with a total of 7 stores launched simultaneously, marking a significant step in its expansion strategy in Shandong, aiming to establish 1,000 stores in the province [7] - Baiguoyuan's chairman addressed the issue of high fruit prices, emphasizing the company's commitment to quality and consumer education, stating that good fruit is in high demand and that they will not compromise on quality despite potential price reductions [9] - Pop Mart's flagship store in Thailand, which is the largest globally at 760 square meters, has been criticized for resembling Miniso's design, although neither company has officially responded to the claims [10] Group 2 - Hema released a consumption trend report for its 10th anniversary, focusing on "freshness, health, and self-satisfaction" as key product directions, and has built a large supply chain network to ensure the quality of fresh produce [12] - AliExpress reported a 100% year-on-year increase in overseas sales of domestic beauty products, with Europe, Mexico, Brazil, and Japan being the main growth markets [13] - Wahaha announced a 1 billion yuan investment in a new beverage production base in Xi'an, which will include multiple production lines for various beverages [14] Group 3 - The retail industry in China saw a CRPI of 50.1 in August, indicating a return to expansion, with a 0.5 percentage point increase from the previous month [19] - Tmall Supermarket expanded its same-day delivery service to 8 new cities, achieving a delivery punctuality rate of over 97%, with plans for further expansion [21] - On August 7, over 300,000 small restaurant businesses achieved peak sales on Taobao Flash Sale, with delivery riders on Ele.me increasing to 3.5 times last year's numbers [23]

Core Insights - The retail industry in Jinan is undergoing significant transformation as major supermarket chains adapt to the new retail wave through innovative business models and supply chain restructuring [1][7] Group 1: New Retail Strategies - Supermarkets are shifting from merely selling products to offering experiential shopping environments, enhancing customer engagement through scene-based consumption [2][3] - Yonghui Supermarket's recent transformation has led to a sales increase of over 400% and a customer traffic increase of more than 150% after implementing a "Pang Donglai-style" adjustment [2][5] - Hema Fresh is integrating shopping with dining experiences, offering a variety of ready-to-eat options and fresh food, catering to the fast-paced urban lifestyle [3][4] Group 2: Store Adjustments and Innovations - Traditional supermarkets are undergoing significant renovations to improve customer experience, with examples like Jiajiayue introducing open kitchen areas and new product lines [5][6] - Jiajiayue has replaced approximately 40% of its homogenized products based on consumer data analysis, resulting in a 20%-30% increase in average sales post-renovation [5][6] - Dazhonghua is leveraging online platforms to enhance customer convenience, allowing for real-time price synchronization and rapid delivery, thus reducing operational costs [6] Group 3: Market Dynamics and Competition - New retail players like Sam's Club and Hema Fresh are rapidly expanding in Jinan, while local brands like Hualian Supermarket are struggling with declining sales and store numbers [7][8] - Hualian Supermarket reported a 5% decline in sales to 2.81042 billion yuan in 2024, alongside a 4.5% decrease in the number of stores [7][8] - The traditional supermarket sector is facing challenges from e-commerce and new shopping channels, prompting a shift from store closures to renovations aimed at enhancing the shopping experience [8] Group 4: Future Directions - Experts suggest that traditional supermarkets should focus on four key areas for transformation: upgrading experiences, innovating services, integrating digital solutions, and incorporating cultural elements into their offerings [8]

Group 1 - Yonghui Supermarket has established production warehouses in seven core ports and developed a nationwide cold chain logistics network to achieve rapid delivery of fresh seafood using the "1+1 supply chain model" [1] - For short-distance routes in cities like Shanghai, Hangzhou, and Nanjing, delivery can be completed within 12 hours from the dock to the store; medium-distance areas such as Beijing and Chengdu can receive deliveries within 24 hours; and long-distance regions like Kunming and Guizhou can ensure fresh products arrive within 48 hours [1] - This season, Yonghui plans to purchase approximately 1,300 tons of live hair crabs, significantly increasing its procurement compared to previous years [1] Group 2 - The focus for this year's opening season is on the quality of fresh seafood, particularly live hair crabs, sourced directly from the East China Sea, including premium fishing ports like Lusi Port and Lianyungang [3] - The company utilizes a precise coordination between fishing and receiving vessels, equipped with a seawater temperature-controlled oxygen supply system, to ensure the seafood remains fresh from catch to delivery [3]