简式权益变动报告书 证券代码：605188 证券简称：国光连锁 江西国光商业连锁股份有限公司 上市公司名称：江西国光商业连锁股份有限公司 股票上市地点：上海证券交易所 股票简称：国光连锁 股票代码：605188 信息披露义务人：胡春香 住所：江西省吉安市吉州区解缙路 通讯地址：江西省吉安市吉州区解缙路 股份变动性质：股份减少 简式权益变动报告书签署日期：2025 年 9 月 29 日 1 信息披露义务人声明 一、本报告系根据《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》及相 关的法律、法规和规范性文件编写。 二、信息披露义务人签署本报告已获得必要的授权和批准，其履行亦不违反信息 披露义务人章程或内部规则中的任何条款，或与之相冲突。 | 信息披露义务人 | 指 | 胡春香 | | --- | --- | --- | | 国光连锁、上市公司、公司 | 指 | 江西国光商业连锁股份有限公司 | | 本简式权益变动报告书、本 报告书 | 指 | 江西国光商业连锁股份有限公司简式权益变动报告书 | | 本次权益变动 | 指 | 本报告书中信息 ...

格隆汇9月30日丨国光连锁(605188.SH)公布，公司于2025年9月29日收到实际控制人胡春香女士出具的 《股份减持情况告知函》，获悉其于2025年9月29日通过集中竞价方式合计减持公司股份99.5万股，占 公司总股本的0.20%，胡春香女士持有公司股份数量由10,772,034股减少至9,777,034股，持股比例由 2.14%减少至1.95%，截止至本公告披露日，本次减持计划尚未实施完毕。 ...

Core Insights - The theme post office has evolved beyond being a mere tourist attraction, becoming a multifunctional hub that integrates public services with social needs, thus revitalizing the traditional postal concept [1][3] - The theme post office provides essential convenience services closely related to daily life, such as offering visitor services in tourist areas and facilitating community needs, thereby embedding itself into the lives of residents and tourists [1][2] Summary by Categories Convenience Services - Theme post offices serve as visitor service stations in tourist areas, addressing practical needs like providing drinking water and medical assistance [1] - In urban communities, theme post offices have added convenience functions, such as selling fresh produce directly to residents, thus solving daily shopping challenges [1] Regional Development - Theme post offices play a crucial role in regional development, particularly in promoting rural revitalization and local specialty industries [2] - They leverage postal system advantages and thematic packaging to create bridges for agricultural product sales and cultural dissemination [2] Public Welfare - The functions of theme post offices extend into public welfare, employing individuals with disabilities and involving them in creative product design and artwork [2] - This approach allows theme post offices to transcend commercial operations, becoming platforms for social responsibility and goodwill [2] Overall Impact - The extension of functions in theme post offices represents a modern interpretation of the service motto "People's Post for the People," focusing on cultural themes and innovative scenarios to meet social demands [3] - This multifaceted integration enhances the resilience of theme post offices, reducing reliance on transient popularity and establishing a stable operational foundation [3]

国光连锁9月23日披露，截至9月20日公司股东户数为33691户，较上期(9月10日)减少4771户，环比降幅 为12.40%。 证券时报·数据宝统计，截至发稿，国光连锁收盘价为16.24元，下跌1.87%，本期筹码集中以来股价累 计下跌9.68%。具体到各交易日，3次上涨，6次下跌，其中，涨停1次。 公司发布的半年报数据显示，上半年公司共实现营业收入14.48亿元，同比增长6.50%，实现净利润 1989.79万元，同比增长4.15%，基本每股收益为0.0402元，加权平均净资产收益率1.76%。 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 ...

Company Overview - Guoguang Chain is primarily engaged in the operation of chain supermarkets and department stores, with main business revenue composition being 91.82% from supermarkets, 6.79% from other sources, and 1.39% from department stores [1][2]. Stock Performance - As of September 23, Guoguang Chain's stock price decreased by 2.05% to 16.21 CNY per share, with a total market capitalization of 8.127 billion CNY [1]. - Year-to-date, the stock price has increased by 112.45%, but it has seen a decline of 15.09% over the last five trading days [1]. - The stock has appeared on the "Dragon and Tiger List" 16 times this year, with the most recent appearance on September 5, where it recorded a net buy of -10.41 million CNY [1]. Financial Performance - For the first half of 2025, Guoguang Chain achieved a revenue of 1.448 billion CNY, representing a year-on-year growth of 6.50%, and a net profit attributable to shareholders of 19.8979 million CNY, up by 4.15% [2]. - Since its A-share listing, the company has distributed a total of 66.9033 million CNY in dividends, with 14.8674 million CNY distributed over the past three years [3]. Shareholder Information - As of September 10, the number of shareholders for Guoguang Chain was 38,500, a decrease of 20.69% from the previous period, while the average circulating shares per person increased by 26.08% to 13,034 shares [2].

Market Overview - On September 19, the general retail sector declined by 0.55%, with Guoguang Chain leading the drop [1] - The Shanghai Composite Index closed at 3820.09, down 0.3%, while the Shenzhen Component Index closed at 13070.86, down 0.04% [1] Stock Performance - Notable gainers in the general retail sector included: - Youa Co., Ltd. (002277) with a closing price of 7.73, up 4.18% [1] - Huijia Times (603101) at 12.38, up 4.03% [1] - Huitong Energy (600605) at 34.23, up 3.54% [1] - Major decliners included: - Guoguang Chain (605188) at 17.26, down 8.92% [2] - Bubugao (002251) at 5.78, down 6.77% [2] - Sanjiang Shopping (601116) at 14.67, down 6.26% [2] Capital Flow - The general retail sector experienced a net outflow of 477 million yuan from institutional investors, while retail investors saw a net inflow of 678 million yuan [2][3] - Specific stock capital flows showed: - Xiaoshangpin City (600415) had a net inflow of 14.71 million yuan from institutional investors [3] - Youa Co., Ltd. (002277) saw a net outflow of 65.44 million yuan from retail investors [3]

Group 1 - The retail sector showed weakness in early trading, with significant declines in several companies [1] - Guoguang Chain and Sanjiang Shopping fell over 7%, indicating a notable downturn in their stock performance [1] - Other companies such as Bubugao, Guofang Group, Hualian Shares, and Gongxiao Daji also experienced substantial declines [1]

9月18日，国光连锁盘中上涨2.14%，截至10:39，报18.64元/股，成交2.00亿元，换手率2.17%，总市值 93.45亿元。 资料显示，江西国光商业连锁股份有限公司位于江西省吉安市青原区文天祥大道8号，成立日期2005年 11月9日，上市日期2020年7月28日，公司主营业务涉及主要从事连锁超市、百货商场的运营业务。主营 业务收入构成为：超市91.82%，其他(补充)6.79%，百货1.39%。 国光连锁所属申万行业为：商贸零售-一般零售-超市。所属概念板块包括：新零售、小盘等。 截至9月10日，国光连锁股东户数3.85万，较上期减少20.69%；人均流通股13034股，较上期增加 26.08%。2025年1月-6月，国光连锁实现营业收入14.48亿元，同比增长6.50%；归母净利润1989.79万 元，同比增长4.15%。 分红方面，国光连锁A股上市后累计派现6690.33万元。近三年，累计派现1486.74万元。 责任编辑：小浪快报 资金流向方面，主力资金净流出465.80万元，特大单买入500.67万元，占比2.51%，卖出268.95万元，占 比1.35%；大单买入2083.23万元，占比 ...

Group 1 - The investor inquired about the potential for the company to acquire or invest in Wushang Group, which has valuable assets and a market value below 10 billion [1] - The company secretary responded that there are currently no plans for such an acquisition or investment [1]

Core Viewpoint - Guoguang Chain (sh605188) reached its daily limit on September 1, 2025, with a price of 20.34 yuan, reflecting a 9.81% increase and a total market capitalization of 9.937 billion yuan, supported by revenue growth, improved cash flow, and an employee incentive plan [1][2]. Financial Performance - In the first half of 2025, Guoguang Chain reported a revenue increase of 6.5% year-on-year, reaching 1.448 billion yuan, indicating stable growth in its core business [2]. - The net profit attributable to shareholders for the same period was 19.8979 million yuan, showing a year-on-year growth of 4.15% [2]. - The net cash flow from operating activities was 144 million yuan, which is a 12.44% increase compared to the previous year, reflecting a healthy cash flow situation [2]. Employee Incentive Plan - The company is actively implementing a stock option incentive plan that covers 138 core employees, with 130 participants exercising 5.7715 million shares, accounting for 96.01% of the total exercisable amount, indicating strong confidence in the company's future [2]. Market Activity - On August 27, Guoguang Chain was included in the "Dragon and Tiger List," with a trading volume of 458 million yuan, driven by retail sector performance and market speculation [2]. - The stock's recent performance has been influenced by consumer stimulus policies, leading to increased activity in the retail sector, which may have contributed to Guoguang Chain's stock price increase [2].