Major Events - Vanke A's largest shareholder, Shenzhen Metro Group, plans to provide a loan of up to 2.2 billion yuan to the company for repaying bond principal and interest, with a term of no more than 3 years and an interest rate reduced by 66 basis points from the 1-year LPR [4] - *ST Chuangxing's chairman, Liu Peng, has been arrested for suspected criminal activities, but the company's operations remain normal under the management of the executive team [5] - Shannon Chip's chairman, Huang Zewei, has been elected following the resignation of the previous chairman, Fan Yongwu [6][7] - China Coal Energy has invested 1 billion yuan in a state-owned strategic emerging industry fund, which has a total size of 51 billion yuan, aimed at expanding its industrial cooperation ecosystem [8] - Da'an Gene's board has authorized management to sell part of its stock assets, with a limit of 1% through centralized bidding and 2% through block trading [9] - Kaineng Health plans to acquire several subsidiaries of Yuaneng Group to strengthen its investment in the cell industry, aiming to create a second growth curve [10] - David Medical's subsidiary has received a medical device registration certificate for a disposable lung nodule positioning puncture needle [11] Performance Overview - Saisir reported a Q3 net profit of 2.371 billion yuan, a year-on-year decrease of 1.74%, with a revenue of 48.133 billion yuan, up 15.75% [12][13] - Upwind New Materials achieved a Q3 net profit of 30.6473 million yuan, a year-on-year increase of 49.66% [14] - Youzu Network's Q3 net profit surged by 4466.74% to 26.1999 million yuan [15] - Zhongji Xuchuang's Q3 net profit increased by 124.98% to 3.137 billion yuan [16] - SAIC Motor's Q3 net profit reached 2.083 billion yuan, up 644.88% [17] - China Life's Q3 net profit was 126.873 billion yuan, a year-on-year increase of 91.5% [18] - Pingtan Development's Q3 net profit grew by 1970.63% to 16.1449 million yuan [19] - Huatai Securities reported a Q3 net profit of 5.183 billion yuan, down 28.11% [20] - Yanzhou Coal's Q3 net profit decreased by 36.60% to 2.288 billion yuan [21] - Dongwu Securities' Q3 net profit increased by 50.56% to 1.003 billion yuan [22] - Dongxing Securities' Q3 net profit surged by 112.67% to 780 million yuan [23] -招商证券's Q3 net profit increased by 53.45% to 3.686 billion yuan [24] - Agricultural Bank's Q3 net profit was 81.349 billion yuan, up 3.66% [25] - Industrial and Commercial Bank's Q3 net profit reached 101.805 billion yuan, a year-on-year increase of 3.29% [26] - Shenghe Resources reported a Q3 net profit growth of 748.07% [28] -引力传媒's Q3 net profit increased by 167.91% to 442.85 million yuan [29] - China Duty Free's Q3 net profit decreased by 28.94% to 452 million yuan [30] - Luzhou Laojiao's Q3 net profit decreased by 13.07% to 3.099 billion yuan [31] - Everbright Securities' Q3 net profit increased by 65.88% to 999.5 million yuan [32] - Gujing Gongjiu's Q3 net profit decreased by 74.56% to 299 million yuan [33] - Longi Green Energy reported a Q3 net loss of 834 million yuan [34] - New Hope's Q3 net profit decreased by 99.63% to 512.55 million yuan [35] - Wealth Trend's Q3 net profit increased by 76.93% to 77.1855 million yuan [36] - Hunan Silver's Q3 net profit increased by 47.51% to 96.3611 million yuan [37] - Spring Airlines' Q3 net profit decreased by 6.17% to 1.167 billion yuan [38] - Litong Electronics' Q3 net profit surged by 1432.90% to 165 million yuan [39] - Baosteel's Q3 net profit increased by 130.31% to 3.081 billion yuan [40] - Juxing Technology's Q3 net profit increased by 18.96% to 882 million yuan [42] - Wanda Film's Q3 net profit increased by 319.92% [43] - COSCO Shipping's Q3 net profit decreased by 29% [44] - China Petroleum's Q3 net profit was 42.29 billion yuan, down 3.9% [45] - JA Solar reported a Q3 net loss of 3.553 billion yuan [46] - BOE Technology's Q3 net profit increased by 32.07% to 1.355 billion yuan [47] - BYD's Q3 net profit decreased by 32.60% to 7.823 billion yuan [48] - Guotai Junan's Q3 net profit increased by 40.60% to 6.337 billion yuan [50] - Jianghuai Automobile reported a Q3 net loss of 661 million yuan [51] - Zhezhong Co.'s Q3 net profit increased by 5282.88% to 206 million yuan [52] - Yonghui Supermarket reported a Q3 net loss of 469 million yuan [53] Shareholding Changes - Ruisheng Intelligent's shareholder plans to reduce its stake by up to 3% [54] Share Buybacks - SF Holding has adjusted its share buyback plan to a total amount of not less than 1.5 billion yuan and not more than 3 billion yuan [55][56] - Changying Precision has raised its share buyback price limit to 50 yuan per share [57] Major Contracts - Trina Solar signed a sales contract for over 1 GWh of energy storage products with a European customer [58]

Core Viewpoint - Yonghui Supermarket is experiencing short-term pain due to ongoing adjustments, with a reported net loss exceeding 1.5 billion yuan in the first three quarters of 2023 [1][2]. Financial Performance - For the first three quarters, Yonghui Supermarket achieved a revenue of 42.434 billion yuan, a year-on-year decrease of 22.21% [1]. - The net loss attributable to shareholders was 710 million yuan, a decrease of 632 million yuan compared to the same period last year [1]. - The net loss after deducting non-recurring items was 1.502 billion yuan, down 840 million yuan year-on-year [1]. - In Q3, the company reported a revenue of 12.486 billion yuan, a year-on-year decline of 25.55% [1]. Store Adjustments - The company closed and disposed of stores, resulting in a loss of 612 million yuan (unaudited) in Q3, with some closures still in process [2]. - As of the end of Q3, Yonghui Supermarket had 450 operating stores, with 222 of them undergoing adjustments [2]. - The proportion of adjusted stores increased from 22.5% to 49.33% in the total number of stores [2]. Strategic Changes - The company is optimizing its product structure and procurement model during the store adjustments, which is impacting profits and gross margins in the short term [2]. - The CEO mentioned a timeline of 2-3 years to navigate through the current challenges [2].

证券代码：601933 证券简称：永辉超市 公告编号： 2025-062 永辉超市股份有限公司 二〇二五年十月三十一日 1 / 1 永辉超市股份有限公司（以下简称"公司"）于 2025 年 10 月 30 日收到上 海证券交易所（以下简称"上交所"）出具的《关于受理永辉超市股份有限公司 沪市主板上市公司发行证券申请的通知》（上证上审（再融资）〔2025〕332 号）。上交所依据相关规定对公司报送的沪市主板上市公司发行证券的募集说明 书及相关申请文件进行了核对，认为申请文件齐备，符合法定形式，决定予以受 理并依法进行审核。 公司本次向特定对象发行 A 股股票事项尚需经上交所审核通过，并获得中 国证券监督管理委员会（以下简称"中国证监会"）作出同意注册的决定后方可 实施。上述事项最终能否通过上交所审核，并获得中国证监会同意注册的决定及 其时间尚存在不确定性。公司将根据上述事项进展情况，按照相关法律法规规定 和要求及时履行信息披露义务，敬请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 关于 2025 年度向特定对象发行 A 股股票申请 获得上海证券交易所受理的公告 本公司及董事会全体成员保证本公告内 ...

永辉超市股份有限公司 Yonghui Superstores Co., Ltd. （注册地址：福建省福州市西二环中路 436 号） 601933 募集说明书 （申报稿） 保荐人（主承销商） 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 二〇二五年十月 股票简称：永辉超市 股票代码： 2025年度向特定对象发行A股股票 永辉超市股份有限公司 募集说明书 声 明 本公司及全体董事、审计委员会委员、高级管理人员承诺募集说明书及其他 信息披露资料不存在任何虚假记载、误导性陈述或重大遗漏，并对其真实性、准 确性及完整性承担相应的法律责任。 公司负责人、主管会计工作负责人及会计机构负责人保证募集说明书中财务 会计资料真实、完整。 中国证券监督管理委员会、上海证券交易所对本次发行所作的任何决定或意 见，均不表明其对申请文件及所披露信息的真实性、准确性、完整性作出保证， 也不表明其对发行人的盈利能力、投资价值或者对投资者的收益作出实质性判断 或保证。任何与之相反的声明均属虚假不实陈述。 根据《证券法》的规定，证券依法发行后，发行人经营与收益的变化，由发 行人自行负责。投资者自主判断发行人的投资价值，自主作出投资 ...

永辉超市股份有限公司 已审财务报表 2024年度 永辉超市股份有限公司 审计报告 目录 | | | 页 | | 次 | | --- | --- | --- | --- | --- | | 一、 | 审计报告 | 1 | - | 8 | | 二、 | 已审财务报表 | | | | | | 合并及公司资产负债表 | 9 | - | 10 | | | 合并及公司利润表 | | 11 | | | | 合并股东权益变动表 | 12 | - | 13 | | | 公司股东权益变动表 | 14 | - | 15 | | | 合并及公司现金流量表 | 16 | - | 17 | | | 财务报表附注 | 18 | - | 136 | | | 补充资料 | | | | | | 1.非经常性损益明细表 | | 1 | | | | 2.净资产收益率和每股收益 | | 2 | | 我们认为，后附的永辉超市股份有限公司的财务报表在所有重大方面按照企业会 计准则的规定编制，公允反映了永辉超市股份有限公司2024年12月31日的合并及公司 财务状况以及2024年度的合并及公司经营成果和现金流量。 二、形成审计意见的基础 我们按照中国注册会 ...

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 致：永辉超市股份有限公司 敬启者： 上海市通力律师事务所 上海市通力律师事务所（以下简称"本所"）根据《中华人民共和国证券法》（以 下简称"《证券法》"）、《中华人民共和国公司法》（以下简称"《公司法》"）、《上 市公司证券发行注册管理办法》（以下简称"《管理办法》"）和有权立法机构、监管 机构已公开颁布、生效且现行有效之有关法律、法规以及规范性文件，按照律师行业公 认的业务标准、道德规范和勤勉尽责精神，出具本法律意见书。 （引 言） 根据永辉超市股份有限公司（以下简称"永辉超市"或"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，就本法律意见书出具日前已经 发生的事实或存在的事实，根据本所律师对法律、法规以及规范性文件的理解出具法律 意见。 4-1-2 本所出具的法律意见书和律师工作报告仅对出具日以前已经发生或存在的且与本 次发行有关的法律问题，根据已公布并有效的法律、法规以及规范性文件发表法律意见， 4-1-1 并不对有关会计、审计、 ...

中信证券股份有限公司 关于 永辉超市股份有限公司 2025 年度向特定对象发行 A 股股票 之 上市保荐书 保荐人（主承销商） 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 二〇二五年十月 永辉超市股份有限公司 上市保荐书 声 明 中信证券股份有限公司（以下简称"中信证券"、"保荐人"）接受永辉超市 股份有限公司（以下简称"永辉超市"、"发行人"或"公司"）的委托，担任其 2025 年度向特定对象发行 A 股股票的保荐人。 中信证券股份有限公司及保荐代表人根据《公司法》《证券法》《上市公司证 券发行注册管理办法》等有关法律、法规、中国证监会及上海证券交易所的有关 规定，诚实守信，勤勉尽责，严格按照依法制订的业务规则、行业执业规范和道 德准则出具上市保荐书，并保证所出具文件的真实性、准确性、完整性。 在本上市保荐书中，除上下文另有所指，释义与《永辉超市股份有限公司 2025 年度向特定对象发行 A 股股票募集说明书》相同。 3-2-1 | 目 | 录 2 | | --- | --- | | 第一节 | 发行人基本情况 4 | | | 一、发行人概况 4 | | | 二、主营业务介绍 5 | | | 三 ...

中信证券股份有限公司 关于 永辉超市股份有限公司 2025年度向特定对象发行A股股票 之 发行保荐书 声 明 中信证券股份有限公司（以下简称"中信证券"或"保荐人"）接受永辉超 市股份有限公司（以下简称"永辉超市"、"发行人"或"公司"）的委托，担 任永辉超市股份有限公司 2025 年度向特定对象发行股票的保荐人，为本次发行 出具发行保荐书。 保荐人及指定的保荐代表人根据《中华人民共和国公司法》（以下简称"《公 司法》"）《中华人民共和国证券法》（以下简称"《证券法》"）《上市公司 证券发行注册管理办法》（以下简称"《管理办法》"）等有关法律、法规和中 国证券监督管理委员会、上海证券交易所的有关规定，诚实守信，勤勉尽责，严 格按照依法制订的业务规则、行业执业规范和道德准则出具发行保荐书，并保证 所出具文件的真实性、准确性和完整性。 在本发行保荐书中，除上下文另有所指，释义与《永辉超市股份有限公司 2025 年度向特定对象发行 A 股股票募集说明书》相同。 3-1-1 保荐人（主承销商） 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 二〇二五年十月 | 声 | 明 1 | | --- | --- ...

Core Insights - Yonghui Supermarket reported a revenue of 12.486 billion yuan for Q3 2025, with a cumulative revenue of 42.434 billion yuan for the first three quarters [1] - The company has completed the transformation of 222 stores into the "Pang Donglai" model, showcasing a positive trend and scale effect [1] - Same-store sales have returned to positive growth, indicating a steady recovery in the core business [1] Company Strategy - Yonghui Supermarket's core strategy is centered around "product centralization," focusing on supply chain reforms to enhance quality retail [2] - The company aims to establish 200 core strategic partners and create 100 billion-yuan-level flagship products within three years [2] - Recent product launches include over 20 quality items across various categories, with 15 items generating over 100 million yuan in sales since their release in October [2] Industry Context - The retail supermarket industry in China is undergoing a collective transformation, with Yonghui Supermarket leading the way in quality retail [2] - The company is committed to continuous investment in "people" and "products" to meet market expectations [2]

Core Viewpoint - Yonghui Supermarket has received acceptance from the Shanghai Stock Exchange for its application to issue securities, marking a significant step towards its listing on the main board [1] Financial Performance - For the first three quarters of 2025, Yonghui Supermarket reported a total revenue of 42.434 billion yuan [1] - As of the end of the third quarter, the company has completed the transformation of 222 stores to the "Fat Donglai" model [1]