编辑 杨娟娟 新京报贝壳财经讯 9月1日，永辉超市发布公告称，根据调整后的方案，永辉超市本次向特定对象发行A 股股票的拟募集资金总额由此前不超过约39.92亿元调整为不超过约31.14亿元，约缩减金额8.78亿元。 与此同时，永辉超市拟使用募集资金进行调改的门店数量也相应减少，由原计划的298家调整为216家， 剩余门店永辉超市将使用自有资金进行调改。 ...

Group 1 - In the first half of the year, A-share listed companies reported a total net profit attributable to shareholders of 2.99 trillion yuan, a year-on-year increase of 2.45%, with nearly 77% of stocks achieving profitability and about 46% showing positive net profit growth [2] - The agricultural, forestry, animal husbandry, fishery, steel, building materials, computer, and non-ferrous metals sectors experienced rapid performance growth, while the real estate sector showed significant losses [2] - BYD's new energy vehicle sales in August reached 373,600 units, slightly up from 373,100 units in the same month last year, with cumulative sales from January to August totaling 2.864 million units, representing a year-on-year growth of 23% [10] Group 2 - New energy vehicle manufacturers such as Leap Motor, Xpeng Motors, and NIO reported record monthly delivery numbers, while Li Auto experienced a decline in monthly deliveries for three consecutive months due to product transitions and adjustments in its sales and service system [5] - Longi Green Energy has invested in a storage company, Suzhou Jingkong Energy Technology Co., Ltd., and is in discussions to acquire another storage company [7] - Chengdu Huamei announced the release of a 4-channel 12-bit 40G high-precision RF direct sampling ADC chip and has received intention orders [9] Group 3 - Heng Rui Pharmaceutical announced that its innovative drug, Zemeituosita Tablets, has received conditional approval for market launch [8] - Yuan Dong Bio announced that its sodium nafamostat oral disintegrating tablets have obtained a drug registration certificate, making it the first domestic generic drug approved for market [11] - Guizhou Moutai announced that its controlling shareholder, Moutai Group, increased its stake by purchasing 67,821 shares, accounting for 0.0054% of the company's total share capital [12] Group 4 - Yonghui Supermarket announced an adjustment to its plan for issuing A-shares to specific targets, with the total fundraising amount adjusted to no more than 3.114 billion yuan [13] - Su Da Weige announced plans to acquire up to 51% of Changzhou Weipu's equity for no more than 510 million yuan [16] - The company Zongtai Auto announced that its subsidiary's assets are under compulsory execution, and it will not be able to resume production this year [15]

Company Performance - Leap Motor achieved a record high delivery of 57,066 vehicles in August, representing a year-on-year increase of over 88% [5] - Xpeng Motors delivered 37,709 new vehicles in August, marking a year-on-year growth of 168.7% and a month-on-month increase of 2.7% [5] - NIO delivered 31,305 new vehicles in August, showing a year-on-year increase of 55.2% [5] - Xiaomi's automotive division also surpassed 30,000 vehicle deliveries in August [5] - Other brands such as Li Auto, Hongmeng Zhixing, Zeekr, and Lantu also reported month-on-month growth in deliveries [5] Investment Insights - The Hong Kong Stock Exchange has optimized its collateral arrangements, adjusting interest payments and fees for cash collateral to be calculated daily based on international market standards [7] - UBS Securities noted that there is currently no significant influx of individual investors into the A-share market, suggesting that market sentiment is not overheated [7] - The China Securities Association reported that securities firms achieved a total revenue of 251.036 billion yuan in the first half of the year, a year-on-year increase of 23.47% [7] - The top securities firms are leveraging their research advantages, with CITIC Securities leading in commission revenue [7] - In September, several securities firms recommended a total of 120 stocks across various industries, with the automotive sector having the highest representation [7] Economic Indicators - The national birth subsidy has been directly issued to individuals in 20 provinces, covering nearly 80% of the coordinated areas [4] - The Ministry of Industry and Information Technology announced a plan to establish a high-quality standard system for industrial mother machines by 2026 [4] - During the summer transportation period from July 1 to August 31, the total inter-regional movement of people reached 11.697 billion, a year-on-year increase of 7% [4] - The newly released national standard for student rest desks and chairs emphasizes comfort for both learning and resting [4] - The box office for the 2025 summer season reached 11.966 billion yuan, with a year-on-year increase of 2.76% and a total of 321 million viewers [4]

Group 1: Company News - China Shipbuilding announced that the A-shares of China Heavy Industry will be delisted on September 5, 2023, due to voluntary termination of listing, and will not enter the delisting transition period [4] - Guizhou Moutai's controlling shareholder increased its stake by 67,821 shares on September 1, 2023, representing 0.0054% of the total share capital, with an investment amount of 100 million yuan [4] - BYD reported August sales of 373,600 new energy vehicles, slightly up from 373,100 units in the same month last year [3] - SAIC Motor's August vehicle sales reached 363,400 units, a year-on-year increase of 41.04% [3] - Great Wall Motors sold 115,600 vehicles in August, marking a year-on-year growth of 22.33% [3] - China FAW sold 277,800 vehicles in August, up 3.7% year-on-year [4] - Beijing Electric Vehicle Co., a subsidiary of BAIC Blue Valley, reported sales of 13,500 vehicles in August, a year-on-year increase of 3.47% [4] - Industrial Fulian announced a share buyback of 7.6974 million shares, accounting for 0.04% of the total share capital, with a total expenditure of 147 million yuan [4] - Su Dawei plans to acquire up to 51% of Changzhou Weipu Semiconductor Equipment Co., with an estimated total valuation of the target company not exceeding 1 billion yuan [5] - Tianqi Co. signed a strategic cooperation framework agreement with EVE Energy to build a closed-loop system for lithium battery lifecycle management [5] - Yonghui Supermarket adjusted its fundraising plan for 2025, reducing the total amount from 3.992 billion yuan to 3.114 billion yuan [5] Group 2: Industry News - The Shanghai Futures Exchange will expand the trading scope for qualified foreign institutional investors starting September 10, 2023, adding several commodity futures and options contracts [1] - The China Banking Association reported that by the end of 2024, there will be 67 financial leasing companies with total assets and leasing assets reaching 4.58 trillion yuan and 4.38 trillion yuan, respectively, reflecting year-on-year growth of 9.65% and 10.24% [1][2] - The biopharmaceutical market in China has become the second largest globally, with approximately 30% of the world's innovative drugs under research [2]

Market Performance - A-shares have been rising since August, with the Sci-Tech Innovation 50 Index increasing by 28% and the ChiNext Index rising over 24%, while the Shanghai Composite Index has gained nearly 8% [1] - Historically, since 2000, the Shanghai Composite Index has a 50% probability of rising in September, while the ChiNext Index has a slightly lower probability [1] - The Consumer Sector shows a higher probability of increase, with the 800 Consumer Index having a 60% probability of rising [1] Institutional Outlook - Institutions are generally optimistic about the future performance of A-shares, with Everbright Securities stating that the logic supporting the market's rise remains unchanged and valuations are reasonable without significant overextension [1] - New positive factors are emerging, such as the potential onset of a Federal Reserve interest rate cut cycle and a recovery in public fund issuance [1] - Zhongtai Securities indicates that liquidity factors are aiding the market's bullish trend, and liquidity is expected to continue driving the market upward, alongside the need for fundamental support [1] Company Profit Forecasts - Various companies have projected net profit growth for 2025 and 2026, with notable increases in specific sectors: - Jiejie Microelectronics (300623) expects a net profit of 37.95 million with a growth rate of 34.40% for 2025 and 34.15% for 2026 [3] - BGI Genomics (301269) anticipates a net profit of 23.82 million, with a significant growth of 82.78% in 2025 and 51.36% in 2026 [3] - Baiwei Storage (688525) forecasts a net profit of 22.15 million, with a remarkable growth of 140.65% for 2025 and 80.38% for 2026 [3] - Other companies such as Zhongwei Company (688012) and Kunlun Wanwei (300418) also show strong profit growth expectations, indicating a positive outlook in their respective industries [3]

Group 1 - The company has adjusted the scale of funds to be raised in the A-share issuance plan for 2025, reducing the number of stores to be renovated from 298 to 216, with the remaining renovations funded by its own capital [1][2] - The total amount of funds to be raised in the issuance has been revised to not exceed 311,386.04 million yuan, down from the previous 399,207.99 million yuan [2][3] - The total investment for the projects funded by the raised capital is now 468,829.86 million yuan, with the net amount after deducting issuance costs allocated accordingly [2][3] Group 2 - The company retains the right to use its own or self-raised funds for the investment projects before the raised funds are in place, with a plan to replace these funds once the raised capital is available [2][3] - Other parts of the A-share issuance plan remain unchanged despite the adjustments made [3]

证券代码：601933 证券简称：永辉超市 公告编号： 2025-050 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（修订 稿）披露的提示性公告 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 二〇二五年九月二日 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 9 月 1 日召开第六 届董事会第六次会议和第六届监事会第五次会议，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（修订稿）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 2025 年度向特定对象发行 A 股股票预案（修订稿）》及 ...

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 competitiveness in the retail sector [1][2][16] - The company is undergoing a strategic transformation focusing on "quality retail," inspired by the "Pang Donglai model," with 31 stores already upgraded by the end of December 2024 [1][3] - The funds raised will primarily be used for store upgrades and logistics improvements, aligning with national policies promoting high-quality supply and retail transformation [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 [12][11] - The company plans to upgrade 216 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 be subject to shareholder approval, ensuring transparency and fairness in the decision-making process [15][16] - The company has committed to measures to mitigate the dilution of immediate returns for existing shareholders, in line with regulatory guidelines [16][15] - The overall strategy and issuance plan are designed to support the company's long-term growth and align with the interests of all shareholders [16][15]

Core Viewpoint - Yonghui Supermarket Co., Ltd. plans to issue A-shares to specific investors to raise funds for store upgrades and logistics improvements, aligning with its strategic transformation towards "quality retail" [9][10]. Group 1: Issuance Overview - The total amount to be raised from the issuance is capped at 311,386.04 million RMB, with the net proceeds allocated to various projects [15][18]. - The issuance will involve no more than 35 specific investors, including securities investment funds, securities companies, and qualified foreign institutional investors [10][12]. - 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 this average [12][13]. Group 2: Purpose and Use of Funds - The funds raised will primarily be used for upgrading 216 stores and enhancing logistics capabilities, which are crucial for the company's strategic direction [18][24]. - The store upgrade project aims to implement the "Pang Donglai model" to improve market image and service quality, thereby increasing customer satisfaction and sales [19][20]. - The logistics upgrade project will enhance the company's supply chain capabilities by introducing advanced automation and smart warehousing systems [25][26]. Group 3: Strategic Context - The retail industry is facing intensified competition, prompting companies like Yonghui to adapt by enhancing customer experience and product quality [9][10]. - The company has already completed upgrades in 31 stores, resulting in significant increases in customer traffic and sales [19][23]. - National policies are increasingly supportive of retail transformation, providing a favorable environment for projects aimed at improving service quality and operational efficiency [29][30].

证券代码：601933 证券简称：永辉超市 公告编号：2025-048 永辉超市股份有限公司 第六届董事会第六次会议决议公告 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。 一、董事会会议召开情况 永辉超市股份有限公司（下称"公司"）第六届董事会第六次会议于 2025 年 际参与表决 9 人。本次会议符合《公司法》《公司章程》的规定。 二、董事会会议审议情况 本次会议采用记名投票方式，审议并通过了如下议案： （一）审议通过《关于调整公司 2025 年度向特定对象发行 A 股股票方案的 议案》 单位：万元 | 序号 | 项目名称 投资总金额 募集资金投资金额 | | --- | --- | | | 合计 637,607.99 399,207.99 | | | 在本次发行募集资金到位前，公司可根据募集资金投资项目的实际情况，以 | 自有或自筹资金先行投入，并在募集资金到位后按照相关法律、法规规定的程序 予以置换。 本次发行募集资金到位后，若扣除发行费用后的实际募集资金净额少于拟投 入募集资金总额，在本次发行募集资金投资项目范围内， ...