证券日报网讯 11月11日晚间，永辉超市发布公告称，截至本公告披露日，永辉超市股份有限公司（以 下简称"公司"）直接持股5%以上股东、董事、董事长张轩松先生及其一致行动人上海喜世润投资管理 有限公司－喜世润合润3号私募证券投资基金、上海喜世润投资管理有限公司－喜世润合润5号私募证券 投资基金、上海喜世润投资管理有限公司－喜世润合润6号私募证券投资基金、上海喜世润投资管理有 限公司－喜世润合润7号私募证券投资基金、上海喜世润投资管理有限公司－喜世润合润8号私募证券投 资基金、上海喜世润投资管理有限公司－喜世润经世57号私募证券投资基金合计持有公司股份1，274， 987，806股，占公司总股本的14.05%。其中，上海喜世润投资管理有限公司－喜世润合润6号私募证券 投资基金持有公司股份169，638，486股，占公司总股本的1.87%。公司近日收到张轩松先生及其一致 行动人出具的《股份减持计划告知函》，因自身资金需求拟通过集中竞价交易方式减持公司股份合计不 超过90，750，000股，即不超过公司总股本的1%。减持价格视市场情况确定。本减持计划自公告之日 起十五个交易日后的三个月内进行。若减持计划期间公司有送股 ...

Company Announcements - *ST Zhengping has completed the stock suspension review and will resume trading on November 12, confirming normal production and operation without significant changes [1] - Upwind New Materials is in the product development stage for its embodied intelligent robot business, which has not yet achieved mass production or revenue generation [2] - Shannon Chip Innovation's fourth largest shareholder, Shenzhen Xinlianpu, has pledged 1.27 million shares for financing purposes [3] - Qing Shui Yuan's phosphorus trichloride products are primarily used in the production of water treatment agents [4] - Midea Group announced a cash dividend plan of 5 yuan per 10 shares, totaling 3.448 billion yuan, with the record date on November 17 [4] - Huiyuan Communication is planning a change of control, leading to a stock suspension starting November 12 [5] - Shen Gong Co. has clarified that some research reports on its performance forecasts represent only analysts' personal views [6] - World is developing diamond micro-drills for PCB processing, which are still in the R&D phase [6] - Haike New Source has signed an agreement with Kunlun New Materials for the purchase of 596,200 tons of electrolyte solvent [7] - Tongxing Technology plans to invest 3.2 billion yuan in a project to produce 100,000 tons of sodium battery cathode materials and 6 GWh battery cells [8] Investments & Contracts - Zhongjin Irradiation is investing 200 million yuan to build an electronic accelerator intelligent manufacturing project [10] - Hongri Da is collaborating with Te Du Technology and Hongke Tongchuang to establish a joint venture for semiconductor packaging [10] Shareholding Changes - Jian Kai Technology's controlling shareholder Xuanzhao plans to transfer 3% of its shares through a pricing inquiry [12] - Yue Wannianqing's shareholder Hehe Investment intends to reduce its stake by up to 3% [14] Financing & Capital Increase - Weiteng Electric plans to raise up to 300 million yuan through a private placement for various manufacturing projects [22] Other Developments - Zhifei Biological has received approval for clinical trials of a vaccine for adolescents and adults [23] - Shanghai Kaibao has obtained approval for clinical trials of a drug for acute ischemic stroke [24]

人民财讯11月11日电，永辉超市（601933）11月11日公告，持股1.87%的股东上海喜世润投资管理有限 公司—喜世润合润6号私募证券投资基金计划通过集中竞价交易方式，减持公司股份不超过9075万股， 即不超过公司总股本的1%。该基金是直接持股5%以上股东、董事、董事长张轩松的一致行动人。 ...

格隆汇11月11日丨永辉超市(601933.SH)公布，上海喜世润投资管理有限公司－喜世润合润6号私募证券 投资基金计划通过集中竞价方式减持公司股份不超过9075万股，占公司总股本的1%。减持原因为自身 资金需求，减持期间为2025年12月4日至2026年3月3日。该股东为持股5%以上股东张轩松的一致行动 人，当前持股比例为1.87%。 ...

证券代码：601933 证券简称：永辉超市 公告编号：2025-064 永辉超市股份有限公司 持股 5%以上股东及其一致行动人持股的基本情况 截至本公告披露日，永辉超市股份有限公司（以下简称"公司"）直接持股 5% 以上股东、董事、董事长张轩松先生及其一致行动人上海喜世润投资管理有限公 司－喜世润合润 3 号私募证券投资基金、上海喜世润投资管理有限公司－喜世润 合润 5 号私募证券投资基金、上海喜世润投资管理有限公司－喜世润合润 6 号 私募证券投资基金、上海喜世润投资管理有限公司－喜世润合润 7 号私募证券投 资基金、上海喜世润投资管理有限公司－喜世润合润 8 号私募证券投资基金、上 海喜世润投资管理有限公司－喜世润经世 57 号私募证券投资基金合计持有公司 股份 1,274,987,806 股，占公司总股本的 14.05%。其中，上海喜世润投资管理 有限公司－喜世润合润 6 号私募证券投资基金持有公司股份 169,638,486 股， 占公司总股本的 1.87%。 集中竞价减持计划的主要内容 公司近日收到张轩松先生及其一致行动人出具的《股份减持计划告知函》， 因自身资金需求拟通过集中竞价交易方式减持公司股 ...

智通财经APP讯，永辉超市(601933.SH)发布公告，公司近日收到股东张轩松的一致行动人上海喜世润 投资管理有限公司-喜世润合润6号私募证券投资基金出具的《股份减持计划告知函》，因自身资金需求 拟通过集中竞价交易方式减持公司股份合计不超过9075万股，即不超过公司总股本的1%。减持价格视 市场情况确定。减持计划自公告之日起十五个交易日后的三个月内进行。 ...

永辉超市（601933）(601933.SH)发布公告，公司近日收到股东张轩松的一致行动人上海喜世润投资管 理有限公司-喜世润合润6号私募证券投资基金出具的《股份减持计划告知函》，因自身资金需求拟通过 集中竞价交易方式减持公司股份合计不超过9075万股，即不超过公司总股本的1%。减持价格视市场情 况确定。减持计划自公告之日起十五个交易日后的三个月内进行。 ...

Core Points - Yonghui Supermarket announced that major shareholders, including Chairman Zhang Xuansong and associated investment funds, hold approximately 1.275 billion shares, accounting for 14.05% of the total share capital [1] - Zhang Xuansong and his associates plan to reduce their holdings by up to 90.75 million shares, representing no more than 1% of the total share capital, due to personal funding needs [1] - The reduction plan will be executed through centralized bidding within three months after a 15 trading day period from the announcement date [1] Financial Overview - For the first half of 2025, Yonghui Supermarket's revenue composition is 95.19% from retail and 4.81% from services [2] - The current market capitalization of Yonghui Supermarket is 43 billion yuan [2]

Core Viewpoint - Yonghui Supermarket (601933.SH) announced a plan for a significant share reduction by a major shareholder, indicating potential liquidity needs and market dynamics [1] Group 1: Shareholder Actions - Shanghai Xishirun Investment Management Co., Ltd. plans to reduce its holdings by up to 90.75 million shares, representing 1% of the company's total share capital [1] - The reduction period is set from December 4, 2025, to March 3, 2026 [1] - The shareholder involved is a concerted actor of Zhang Xuansong, who holds more than 5% of the shares, with the current holding ratio at 1.87% [1]

Core Viewpoint - The consumer sector is showing signs of recovery, driven by favorable policies, rising CPI, and the imminent closure of Hainan Free Trade Port, leading to increased investment enthusiasm in the sector [2][4]. Group 1: Consumer Sector Analysis - The consumer sector is believed to be at the bottom, with fundamentals gradually improving, as indicated by the third-quarter reports [4]. - The "14th Five-Year Plan" emphasizes the importance of consumption, suggesting a positive outlook for the sector [4]. - Key investment opportunities include the restaurant chain sector, which is nearing the end of price wars, and companies like Anjiexin Foods and Lihai Foods are seeing improved net profit margins [4]. Group 2: Duty-Free Industry Insights - Hainan's duty-free sales data shows a significant recovery in Q3 2025, with a notable increase in average transaction value, and a stable outlook for Q4 [5]. - Continuous policy support, including a clear timeline for the island's closure and an expanded range of duty-free products, is expected to enhance the operational conditions for companies like China Duty Free Group and Hainan Development [5]. Group 3: Structural Upgrades in Consumption - The toy industry is evolving with IP incubation and category innovation, favoring leading companies with strong design and supply chain capabilities [6]. - The beauty industry is integrating medical, beauty, and health services, which is expected to enhance customer spending and repeat purchases [6]. - The consumer industry is transitioning from "functional supply" to "scenario value supply," indicating a structural upgrade in brand consumer goods [6]. Group 4: New Consumption Trends - Four new consumption themes are emerging: 1. Brand globalization 2.0, focusing on pricing power and emerging markets [7]. 2. Emotional value sectors like trendy toys and pet products are expected to benefit from rising GDP per capita [7]. 3. AI-driven consumption in service sectors is showing potential for profitability [7]. 4. Channel transformation emphasizing user experience and operational efficiency, particularly in instant retail and cost-effective dining [7]. Group 5: High-Growth Opportunities in Emotional Consumption - The gold and jewelry sector is undergoing significant changes, with rising gold prices and a shift towards emotional consumption, suggesting opportunities in high-end and trendy gold segments [8]. - Retail e-commerce is focusing on offline retail transformation and AI-enabled cross-border e-commerce leaders [8]. - The cosmetics sector is seeing growth in domestic brands that meet emotional value and safety ingredient innovation [8]. - The medical beauty sector remains resilient, with opportunities in differentiated products and mergers in downstream medical beauty institutions [8].