Group 1 - The core purpose of the issuance is to raise funds for store upgrades and logistics improvements, aligning with the company's strategic transformation towards "quality retail" [9][10][18] - The total amount to be raised from the issuance is capped at 399,207.99 million RMB, with the total investment for the projects being 637,607.99 million RMB [15][18] - The company plans to upgrade 298 stores using the "Pang Donglai model," enhancing market image and service quality, which is expected to improve competitiveness and profitability [18][20][21] Group 2 - The issuance will involve no more than 35 specific investors, including various financial institutions and qualified investors, who will subscribe to the shares in cash [10][12][14] - The final issuance price will be determined based on the average trading price of the company's shares over the 20 trading days prior to the pricing date, with a minimum price set at 80% of that average [12][13][14] - The shares issued will have a lock-up period of six months post-issuance, during which they cannot be transferred [14][16] Group 3 - The logistics and warehousing upgrade project aims to enhance the company's supply chain capabilities by introducing advanced automation and improving storage efficiency [25][27][28] - The company has established a strong market presence with over 775 stores across 29 provinces, which supports its strategic initiatives [23][24] - The project is expected to significantly improve the company's operational efficiency and reduce costs, thereby enhancing overall profitability [27][28]

Group 1 - The core viewpoint of the article emphasizes the necessity and feasibility of the company's issuance of A-shares to specific investors, aimed at enhancing its capital structure and supporting strategic transformation towards quality retail [1][17] - The company has initiated a strategic transformation centered on "quality retail," learning from the "胖东来" model, and has completed adjustments in 31 stores by the end of December 2024 [1][3] - The funds raised from this issuance will primarily be used for store upgrades and logistics improvements, aligning with national policies to boost consumption and promote high-quality development in the retail sector [2][3] Group 2 - The issuance will involve up to 35 specific investors, including various financial institutions and qualified individual investors, ensuring compliance with legal regulations [4][5] - The pricing of the shares will be determined through a competitive bidding process, with a minimum price set at 80% of the average trading price over the previous 20 trading days [6][13] - The company plans to upgrade 298 unmodified stores to enhance market image and service quality, aiming to improve overall competitiveness and financial performance [3][16] Group 3 - The issuance process has been approved by the company's board and will require further approval from the shareholders and regulatory bodies, ensuring legal compliance [15][16] - The company has committed to measures to mitigate the dilution of immediate returns for existing shareholders, in line with regulatory guidelines [17] - The overall strategy and issuance plan are deemed fair and reasonable, benefiting the company and all shareholders [16][17]

证券代码：601933 证券简称：永辉超市 公告编号： 2025-037 二〇二五年七月三十一日 永辉超市股份有限公司（以下简称"公司"）于 2025 年 7 月 30 日召开第六 届董事会第四次会议和第六届监事会第三次会议，审议并通过了《关于公司 2025 年度向特定对象发行 A 股股票预案的议案》及其他相关议案，具体内容详见公 司刊登在上海证券交易所网站（www.sse.com.cn）的《永辉超市股份有限公司 预案披露事项不代表审核机关对于本次向特定对象发行股票相关事项的实 质性判断、确认或批准，预案所述本次向特定对象发行股票相关事项的生效和完 成尚需公司股东会审议通过，并经过上海证券交易所审核通过、中国证券监督管 理委员会同意注册后方可实施，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 永辉超市股份有限公司 关于 2025 年度向特定对象发行 A 股股票预案披 露的提示性公告 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。 ...

Core Viewpoint - Yonghui Supermarket is planning to raise up to 3.992 billion yuan through a private placement of A-shares to fund store upgrades, logistics improvements, and to supplement working capital or repay bank loans [1][2]. Group 1: Fundraising and Investment Plans - The company intends to issue shares to no more than 35 specific investors, with the majority of the raised funds allocated for store upgrade projects [1][2]. - The total investment for the three projects related to the private placement amounts to 6.376 billion yuan, with 5.597 billion yuan designated for store upgrades [2][3]. - The average cost for upgrading each of the 298 targeted stores is approximately 18.79 million yuan, with around 10 million yuan allocated for inventory and other expenses per store [3]. Group 2: Store Transformation and Performance - As of July 30, 2025, Yonghui Supermarket has reduced its store count to 517, down nearly one-third from over 770 at the end of 2024, with plans to complete upgrades on 200 stores by the third quarter of this year [2][4]. - The company has faced significant financial challenges, with expected net losses of 240 million yuan in the first half of the year, marking a shift from profit to loss [5]. - The company has closed 227 underperforming stores, incurring costs related to lease compensation, personnel severance, and asset write-offs during this process [5][6].

今日焦点 宁德时代：上半年实现净利润305亿元同比增长33.02% 宁德时代公告，上半年实现收入1789亿元，同比增加7.27%；净利润305亿元，同比增长33.02%。报告 期内，本集团实现毛利448亿元，相比2024年同期增加14.45%；综合毛利率为25.02%，相比2024年同期 的23.45%上升1.57个百分点。 上纬新材：多次触及股票交易异常波动和严重异常波动情形明起停牌核查 上纬新材公告称，公司股票自2025年7月9日至7月30日期间多次触及股票交易异常波动及严重异常波动 情形。公司将于7月31日开市起停牌，预计停牌时间不超过3个交易日。公司基本面未发生重大变化，但 股票交易价格已严重脱离基本面，投资者参与交易可能面临较大市场风险。此外，公司股票价格涨幅显 著高于同期相关指数涨幅，换手率显著高于前期水平，市盈率显著高于行业平均水平。公司主营业务和 生产经营未发生重大变化，收购方未来十二个月内不存在资产重组计划，但控制权变更事项仍存在重大 不确定性风险。 金橙子：筹划购买萨米特光电55%股权，股票停牌 金橙子公告称，公司正在筹划以发行股份及支付现金的方式购买长春萨米特光电科技有限公司55%的股 ...

7月30日晚，永辉超市（601933）定增草案显示，公司拟向特定对象发行股票募集资金总金额不超过 39.92亿元(含本数)，本次募集资金总额在扣除发行费用后的净额将用于门店升级改造项目、物流仓储升 级改造项目、补充流动资金或偿还银行贷款。 近日，永辉超市公告，经财务部门初步测算，预计2025年上半年实现净利润-2.4亿元，与上年同期相 比，将出现亏损，预计2025年上半年实现扣非净利润-8.3亿元。 谈及上半年预亏原因，永辉超市表示，公司于2024年下半年开启整体战略与经营的深度转型工作。2025 年是公司转型的深水期和持续阵痛期，2025年上半年，公司于报告期内共调改开业93家门店(截至2025 年6月30日调改门店总数达124家)。门店调改需经历歇业装修、新设备投入、旧资产报废、重开业支 出、人员技能爬坡等大量必要过程。 永辉超市表示，近年来随着零售行业竞争的持续加剧以及消费者对于场景体验、产品品质要求的不断提 升，品质消费正逐步重构零售生态。2024年公司主动寻求变革，以"品质零售"为核心启动战略转型，全 面学习胖东来模式调改门店及组织转型，截至2024年12月末已完成31家门店商品结构调整与服务升级。 ...

【永辉超市：拟定增募资不超过39.92亿元 用于门店升级改造等】永辉超市公告称，公司拟向特定对象 发行A股股票，募资不超过39.92亿元，用于门店升级改造、物流仓储升级改造及补充流动资金或偿还银 行贷款。(智通财经) ...

Core Viewpoint - The article summarizes significant announcements from various listed companies in the Shanghai and Shenzhen stock markets, providing insights for investors regarding operational updates, financial performance, and corporate governance changes. Group 1: Corporate Announcements - Happiness Blue Sea expects that the film "Nanjing Photo Studio" will not have a significant impact on its operating performance due to its low investment ratio [3] - Changjiang Electric Power plans to invest approximately 26.6 billion yuan in the construction of the Gezhouba shipping capacity expansion project, with a total construction period of 91 months [4][5] - Yunnan City Investment elected Cui Kai as the new chairman following the resignation of Kong Weiran [6] - San Chao New Materials is planning a change in control, leading to a temporary suspension of its stock [7] - Hongxiang Co., Ltd.'s actual controller Yang Cheng has been granted bail pending trial, but this will not affect the company's daily operations [8] - Digital Certification will change its controlling shareholder to Beijing Data Group following a transfer of state-owned shares [9] - Pengding Holdings reported normal recent operations with no undisclosed significant matters [10] - Dongjie Intelligent is undergoing a potential change in its actual controller due to a planned transfer of fund shares [11] - Jin Chengzi is planning to acquire 55% of Samit’s equity, leading to a temporary stock suspension [13] - Dongxin Co., Ltd. has not yet generated revenue from its newly developed chip products [14] - Hehua Co., Ltd. is planning a change in control, with stock suspension expected [15] Group 2: Financial Performance - CATL reported a 33.02% year-on-year increase in net profit for the first half of the year, with total revenue of 178.886 billion yuan [18] - XGIMI expects a net profit of 88.6622 million yuan for the first half of the year, a significant increase of 2062.33% [19] - Changjiang Electric Power achieved a net profit of 12.984 billion yuan in the first half of the year, up 14.22% year-on-year [20] - Jinhe Biological reported a net profit of 138 million yuan for the first half of the year, a 51.52% increase [21] - Nanchip Technology anticipates a net profit decrease of 35.09% to 47.03% for the first half of the year, despite revenue growth [22] Group 3: Project and Contract Updates - Tengda Construction won a bid for the Taizhou Luqiao District Jin Qing Fishing Port shore protection project, with a bid amount of 56.0634 million yuan [23] - Sinopec Oilfield Services won a construction contract worth 3.597 billion yuan for a natural gas pipeline project [24] Group 4: Shareholding Changes - Hato Co., Ltd. announced that its shareholder Dazheng Group plans to reduce its stake by up to 1% [25] - Jiangbolong's actual controller and some directors committed not to reduce their holdings within 12 months [26] - Wansheng Co., Ltd. announced a planned reduction of up to 500,000 shares by a shareholder [27] - Desheng Technology's actual controller plans to reduce holdings by up to 3% [28] - Guangwei Composite's controlling shareholder intends to reduce its stake by up to 1.21% [30] Group 5: Fundraising Activities - Yonghui Supermarket plans to raise up to 3.992 billion yuan through a private placement to fund store upgrades and logistics improvements [31]

重要公告： 上纬新材：公司股票将于2025年7月31日停牌核查 极米科技：上半年预计归母净利润8866.22万元，同比增长2062.33% 云天励飞：递交H股发行上市申请 华恒生物：正在筹划发行H股股份并在香港联交所上市事宜 河化股份：控股股东筹划公司控制权变更事项，股票明起停牌 沪市重要公告： 上纬新材（688585）公告：因公司股票价格自2025年7月9日至2025年7月30日期间多次触及股票交易异 常波动及严重异常波动情形。为维护投资者利益，公司将就股票交易波动情况进行停牌核查，股票将于 2025年7月31日（星期四）开市起停牌，预计停牌时间不超过3个交易日，自披露核查公告后复牌。 南新制药：正在筹划购买某一国内药品技术等资产组事项，存在重大不确定性 南新制药（688189）公告：近期正在筹划购买某一国内药品技术等资产组事项，尚无法确定是否构成重 大资产重组。该事项正处于筹划阶段，尚未签署任何有关收购的意向协议，是否能够顺利实施存在重大 不确定性。敬请广大投资者理性投资，注意风险。 极米科技：上半年预计归母净利润8866.22万元，同比增长2062.33% 极米科技（688696）业绩预告，预计2025 ...

（文章来源：证券日报） 证券日报网讯 7月30日晚间，永辉超市发布公告称，公司于2025年7月30日召开第六届董事会第四次会 议和第六届监事会第三次会议，审议通过了关于公司2025年度向特定对象发行A股股票（简称"本次发 行"）的相关议案。根据相关规定，本次发行的相关议案尚需提交公司股东会审议。基于本次发行的总 体工作安排，公司董事会决定暂不召开股东会审议本次发行相关事项，待相关工作准备完成后，公司董 事会将另行发布召开股东会的通知，提请股东会审议相关事项。 ...