Core Viewpoint - Yonghui Supermarket has reopened its store in Chengdu, Sichuan, implementing significant changes inspired by the successful model of Pang Donglai, aiming to enhance customer experience and employee satisfaction [1][4][15]. Store Layout and Design - The new store layout eliminates forced shopping paths and traditional shelf displays, opting for a more open and organized structure that facilitates easier navigation for customers [2]. - The product optimization rate exceeded 61%, with over 10,000 items removed and the remaining product structure closely resembling that of Pang Donglai [9]. Customer Experience - Customers have reported a noticeable improvement in staff demeanor, with employees being more welcoming and engaging, enhancing the overall shopping experience [3]. - The store has expanded its offerings in the bakery and prepared food sections, with a focus on fresh, daily-made products [8][12]. Employee Welfare - The store has reduced operating hours to ensure employees work no more than 8 hours a day, while also increasing salaries and benefits to improve employee happiness [11][20]. Sales Performance - The first modified store in Sichuan saw over 40,000 paying customers within the first three days of opening, achieving a total sales figure of 4.312 million yuan, with daily sales reaching seven times that of the previous format [6]. Future Plans - Yonghui plans to open additional modified stores in the Sichuan region, with expectations to reach a total of 41 modified stores by the upcoming Spring Festival [16].

Store Layout and Product Adjustments - The store layout has been revamped with widened main and secondary shopping aisles, lowered shelf heights, and the removal of forced routes, enhancing customer convenience [13] - The store has expanded the operating areas for prepared foods, bakery, and daily necessities, and increased the number of checkout counters [9] - The store has introduced a dual-entry and exit checkout system, allowing for more flexible shopping [13] - The store has added external rental areas for medical, dining, and beauty services, creating a 15-minute convenience service circle around the supermarket [13] Product Optimization and Branding - The store has optimized its product structure, with a commonality rate of nearly 80% compared to Pang Donglai stores [16] - The store has introduced nearly 5,000 new SKUs, with a new product introduction rate of nearly 60%, and increased the proportion of imported goods from 7% to 21.3% [7] - The store has focused on local customer preferences in its fresh produce selection, retaining 802 items after eliminating 571 low-quality, outdated, and redundant products [7] - The store has achieved a 90% replacement rate for processed goods, with a complete upgrade of bakery products [7] - The store has set up dedicated sections for Pang Donglai and Yonghui's own brands, with Yonghui's bakery brand "YH Bakery" and "Yonghui Premium" juice becoming bestsellers in some locations [12] Employee Welfare and Training - The store has increased employee salaries, with a starting monthly wage of 6,000 yuan, and reduced working hours to an average of 8 hours per day [9] - The store has provided additional paid leave and conducted 168 training sessions to enhance employee skills and motivation [9][15] - Employees have been sent to Pang Donglai stores in Zhengzhou for on-site learning to absorb best practices in culture and management [4] Customer Experience and Services - The store has implemented detailed customer service enhancements, including providing magnifying glasses and blood pressure monitors for special groups, pet storage areas, and rest areas with microwaves, drinking water, ice packs, tissues, and straws [3] - The store offers free fish cleaning, cutting, and washing services in the seafood section [2] - The store has added a seafood processing kitchen to meet customers' on-site cooking needs [3] - The store has integrated digital features such as contactless transactions and self-checkout to enhance the shopping experience [14] Digital Integration and Omnichannel Strategy - The store has achieved deep integration of physical retail and digital economy, enabling customers to purchase store products online through "cloud shopping" [14] - The store has implemented a store-warehouse integration model, allowing for seamless online and offline shopping experiences [14] Strategic Transformation and Industry Alignment - The company's transformation aligns with the "Retail Industry Innovation and Enhancement Project Implementation Plan" issued by the Ministry of Commerce, focusing on scenario transformation, quality supply, digital empowerment, diversified innovation, and supply chain enhancement [11] - The company aims to expand its transformation scope, focusing on quality innovation, service innovation, and scenario innovation to transition towards a quality retail model [11] Store Performance and Customer Reception - The store's fruit and vegetable section, which has the highest daily turnover, was crowded with customers on the opening day [1] - The bakery section was also packed with customers, with all bread products being sold out on the same day [5] - The seafood section, featuring popular items like king crab and Australian lobster, was a highlight of the store [2]

Summary of Conference Call Records Company and Industry Overview - The conference call primarily discusses **Yonghui Supermarket**, focusing on its operational strategies and market dynamics within the **retail and supermarket industry** in China [1][3][4][17]. Key Points and Arguments 1. **Decline in Rental Costs**: The overall rental costs in the industry are decreasing, which is beneficial for Yonghui as it reduces the cancellation costs and overall operational expenses [1][3]. 2. **Shift in Consumer Behavior**: There is a notable shift in consumer preferences towards quality and value, with younger demographics increasingly attracted to supermarkets for their product offerings [5][6][12]. 3. **Cost Structure Changes**: The cost structure is evolving, with a decrease in rental costs and a slower increase in labor costs, which positively impacts the profitability of physical stores [3][7][15]. 4. **Expansion Plans**: Yonghui plans to remodel 40 stores before the Spring Festival and aims to add 100 new stores in the coming year, indicating a strong growth trajectory [4][17]. 5. **Product Quality Focus**: The emphasis is on enhancing product quality and customer experience, which is expected to drive sales growth and customer loyalty [5][14]. 6. **Digital Transformation**: Yonghui is actively embracing digitalization in its operations, with online sales accounting for approximately 20% of total sales, reflecting a significant shift towards e-commerce [14][16]. 7. **Market Positioning**: The company is positioning itself against competitors like Sam's Club and Costco, with a focus on improving its product offerings and customer service [10][18]. 8. **Financial Projections**: Revenue growth is projected at 7% to 8% year-on-year from 2024 to 2026, with expectations of significant profit increases in the coming years [15][18]. Other Important Insights - **Consumer Experience**: The importance of enhancing the in-store experience is highlighted, as consumers are willing to return to physical stores for higher quality and better prices [16][18]. - **Supply Chain Improvements**: Yonghui is strengthening its supply chain capabilities, particularly in fresh produce, to ensure product availability and quality [14][16]. - **Cultural Shift**: There is a cultural shift within the company towards prioritizing product value and customer trust, which is essential for long-term success [9][12]. This summary encapsulates the critical insights from the conference call, reflecting Yonghui Supermarket's strategic direction and the broader retail landscape in China.

证券代码：601933 证券简称：永辉超市 公告编号：2024-063 永辉超市股份有限公司 关于董事会、监事会延期换届的提示性公告 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。 永辉超市股份有限公司董事会 二〇二四年十二月二十一日 永辉超市股份有限公司（以下简称"公司"）第五届董事会、监事会任期于 2024 年 12 月 22 日届满。鉴于公司新一届董事会、监事会的换届工作正在积极 筹备中，为保证董事会、监事会工作的连续性及稳定性，公司董事会、监事会换 届选举工作将延期进行，同时董事会各专门委员会委员及公司高级管理人员的任 期亦相应顺延。 本次董事会、监事会延期换届不会影响公司正常生产运营。公司将积极推进 董事会和监事会的换届工作，并及时履行信息披露义务。 在公司董事会、监事会换届选举工作完成之前，公司第五届董事会成员、监 事会成员、董事会各专门委员会成员及高级管理人员将依照法律法规和《公司章 程》的规定继续履行相应职责。 特此公告。 ...

永辉超市股份有限公司 详式权益变动报告书（修订稿） 上市公司名称：永辉超市股份有限公司 股票上市地点：上海证券交易所 股票简称：永辉超市 股票代码：601933 信息披露义务人：广东骏才国际商贸有限公司 注册地址：广州市荔湾区新光城市广场南区商铺首层 113 号自编 A108 通讯地址：广州市荔湾区新光城市广场南区商铺首层 113 号自编 A108 股份变动性质：股份增加（协议受让） 签署日期：2024 年 12 月 1 六、信息披露义务人承诺本报告书不存在虚假记载、误导性陈述或重大遗 漏，并对其真实性、准确性、完整性承担个别和连带的法律责任。 七、本次交易完成后，骏才国际未实际拥有上市公司控制权，提请投资者关 注以下内容： （一）本次交易完成后，骏才国际持股比例与公司其他主要股东合计持股比 例接近 根据《上市公司收购管理办法》第八十四条第一款第（四）项的规定，投资 者依其可实际支配的上市公司股份表决权足以对公司股东大会的决议产生重大 信息披露义务人声明 2 一、本报告书系根据《中华人民共和国公司法》《中华人民共和国证券法》 《上市公司收购管理办法》《公开发行证券的公司信息披露内容与格式准则第 15 号——权 ...

证券代码：601933 证券简称：永辉超市 公告编号：2024- 062 永辉超市股份有限公司 关于公司股东签署《股份购买协议补充协议》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。 重要内容提示： 1、永辉超市股份有限公司（以下简称"公司"、"永辉超市""上市公司"） 于 2024 年 9 月 27 日披露了《详式权益变动报告书》，公告公司股东牛奶有限 公司、北京京东世纪贸易有限公司和宿迁涵邦投资管理有限公司拟通过协议转让 的方式向广东骏才国际商贸有限公司（以下简称"骏才国际"）分别转让其所持 有的公司 1,913,135,376 股股份、367,227,196 股股份和 387,772,804 股股份， 分别占公司总股本的 21.08%、4.05%和 4.27%（以下简称"本次交易"）。 2、2024 年 12 月 18 日，骏才国际与牛奶有限公司签署《股份购买协议补 充协议》，本次骏才国际与牛奶有限公司签署《股份购买协议补充协议》不会影 响公司的正常生产经营，公司将根据后续进展情况及时履行信息披露义务，敬 ...

中信证券股份有限公司 关于 永辉超市股份有限公司 详式权益变动报告书（修订稿） 之 财务顾问核查意见 财务顾问 2024年12月 中信证券股份有限公司关于永辉超市股份有限公司详式权益变动报告书（修订稿）之财务顾问核查意见 声 明 根据《中华人民共和国证券法》《上市公司收购管理办法》《公开发行证券 的公司信息披露内容与格式准则第15号——权益变动报告书》及《公开发行证券 的公司信息披露内容与格式准则第16号——上市公司收购报告书》等法律法规和 规范性文件的规定，中信证券股份有限公司（以下简称"本财务顾问"）按照行业 公认的业务标准、道德规范，本着诚实信用、勤勉尽责的精神，对本次权益变动 的相关情况和资料进行了核查，对信息披露义务人出具的《永辉超市股份有限公 司详式权益变动报告书（修订稿）》所披露的内容出具核查意见，以供投资者和 有关各方参考。 为此，本财务顾问特作出以下声明： 1、本财务顾问已按照规定履行了尽职调查义务，对信息披露义务人披露的 《永辉超市股份有限公司详式权益变动报告书（修订稿）》进行了核查，确信披 露文件内容与格式符合规定，并有充分理由确信所发表的专业意见与信息披露义 务人披露的文件内容不存在实 ...

2024 年 12 月 3 日至 2024 年 12 月 17 日期间，重庆永辉通过集中竞价方式 累计出售中百集团共计 6710.1287 万股，占其股本的 9.87%，出售金额约为 4.40 亿元，出售前公司持有中百集团对应股权的帐面价值为 2.79 亿元，初始投资成 本为 4.86 亿元（买入均价-分红），本次出售将增加 2024 年投资收益约为 1.61 亿元（未扣除相关税费），上述股权累计确认投资收益约为-0.46 亿元。 证券代码：601933 证券简称：永辉超市 公告编号：2024-061 永辉超市股份有限公司 关于全资子公司重庆永辉超市有限公司出售资产的 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。 重要内容提示： 永辉超市股份有限公司（以下简称"公司"）全资子公司重庆永辉超市 有限公司（以下简称"重庆永辉"）于 2024 年 12 月 3 日至 2024 年 12 月 17 日交易日期间，通过集中竞价方式累计出售中百控股集团股份 有限公司（以下简称"中百集团"）共计 6710.1287 万股，占其股本的 ...

Group 1 - On December 12, a total of 1,836 stocks received net financing purchases, with 76 stocks having net purchases exceeding 50 million yuan [1] - Among these, 12 stocks had net financing purchases exceeding 200 million yuan [2] - Yonghui Supermarket topped the list with a net purchase of 437 million yuan [2]

永辉超市股份有限公司： 本人已收到公司发来的《永辉超市股份有限公司股票交易异常波动问询函》， 经自查确认，现回复如下： 关于《永辉超市股份有限公司股票交易异常波动》的 回复 截至目前为止，本人不存在应披露而未披露的重大信息，包括但不限于重 大资产重组、债务重组、资产剥离、资产注入、破产重整等重大事项。 股东：张轩松 2024 年 12 月 12 日 特此回复。 在本次永辉超市股份有限公司异常波动期间，本人及一致行动人不存在买 卖永辉超市股份有限公司股票的情况。 ...