2.超市自有品牌发展情况？ 答：2024 年以来，公司旗下合家福超市发力自有品牌、自 有商品建设，形成了"合家鲜""柔小百""佳小百"等 自有品牌矩阵，涵盖日化、饮料果汁、五谷杂粮、生鲜等 多个品类，截至 2025 年 11 月，合家福自有品牌单品数达 到 476 个，销售逾 4000 万元，同比增长 92%。 3.今年以来安徽地区以旧换新政策的延续情况？公司电 器门店销售的变化如何？ 回复：今年下半年以来，国补政策出现了部分调整，对电 器业态线下门店销售带来了一定程度的影响。但是安徽省 将于 2025 年 11 月 21 日启动新一轮消费补贴发放，覆盖 汽车、家电、数码产品三大类，核心补贴类别及标准（政 策有效期至 2025 年 12 月 31 日）：其中家电补贴：对个 人消费者购买电视机、冰箱、空调（含取暖器）、电脑（含 显示器）、洗衣机、扫地机器人、家用灶具（含吸油烟机）、 热水器等 8 类家电产品，给予不超过产品销售价格 10%的 补贴，最高不超过 1000 元。数码产品补贴：对个人消费 者购买手机、平板（含学习机）、智能手表（手环）等 3 类数码产品，给予不超过产品销售价格 10%的补贴，最高 不超 ...

11月27日，零售概念表现活跃。A股市场，茂业商业（600828.SH）、海欣食品（002702.SZ）、广百股份（002187.SZ）涨停，东百集团（600693.SH）、百 大集团（600865.SH）、博士眼镜（300622.SZ）、新华百货（600785.SH）、合百集团（000417.SZ）跟涨。港股方面，泡泡玛特（09992.HK）早盘涨超 4%。 消息面上，工业和信息化部等联合印发《关于增强消费品供需适配性进一步促进消费的实施方案》（以下简称《方案》）。 | 发文机关： 工业和信息化部 国家发展改革委 商务部 文化和旅游部 中国人民银行 市场监管总局 | | | --- | --- | | 标 题： 工业和信息化部 国家发展改革委 商务部 文化和旅游部 中国人民银行 市场监管总局印发《关于增强消费品供需适配性进一步促进消费的实施方案》的通知 | | | 发文字号： 工信部联消费 〔2025〕252号 | | | 成文日期: 2025-11-25 | 发布日期: 2025-11-26 | | 发布机构:消费品工业司 | 分 类:政策法规,产业政策 | 《方案》要求，到2027年，消费品供给结构明显 ...

摘要 合百集团 20251126 合百集团 2025 年前三季度房地产业务营收同比下降超过 50%，电器业 务虽受补贴政策影响上半年表现稳定，但全年利润仍略有下降。农产品 营收同比增长 16.8%，但肥西物流园培育期导致净利润下滑，对整体盈 利能力构成压力。 2025 年 10 月，合百集团超市业态销售额同比增长 27%至 3.5 亿元， 百货业态在经历下滑后实现微增 0.5%，但电器业态受补贴政策影响同 比大幅下滑 50%，农产品销售额同比增长 13%至 5.5 亿元。 合百集团超市业务自有品牌单品数量接近 500 个，同比增长 90%，但 销售占比仍低于 2%。公司计划通过优化供应链和与源头基地合作，提 高自有品牌占比，增强市场竞争力。 合百集团通过优化供应链，提升合肥区域内基地直采比例至 70%以上， 并拓展至生鲜蔬菜和水果品类，但整体供应链变化不大，未来仍有提升 空间。 合百集团超市综合毛利率约为 14%，同比下降 0.5 个百分点，百货毛利 率约为 12.5%，同比下降 0.7 个百分点，电器毛利率为 7.4%，略微增 长 0.1 个百分点。超市和百货毛利率及净利润均显著下滑，电器相对稳 定。 Q& ...

格隆汇11月25日丨合百集团(000417.SZ)在互动平台表示，作为安徽省综合型商贸流通龙头企业，公司 产业覆盖零售业及农产品流通两大主业，零售业包括百货、家电、超市连锁、电子商务、商贸批发等细 分业态。公司目前未参与合肥"人造太阳"项目。 ...

Group 1 - The gold concept sector experienced a decline at the beginning of trading, with notable drops in several companies [2] - Hainan Mining saw a decrease of 5.67%, while HeBai Group fell by 2.81% [2] - Other companies such as Yuguang Gold Lead and Huayu Mining also reported declines of 2.58% and over 2%, respectively [2]

Core Viewpoint - The general retail sector experienced a slight increase of 0.63% on November 17, with significant gains from companies like Hemei Group, while the overall market indices showed a decline [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 3972.03, down 0.46% - The Shenzhen Component Index closed at 13202.0, down 0.11% [1]. Group 2: Individual Stock Performance - Hemei Group led the gains with a closing price of 3.94, up 10.06% with a trading volume of 1.8043 million shares and a transaction value of 678 million yuan - Other notable performers included: - Dae Oriental: closed at 6.14, up 10.04% - Dongzi Group: closed at 11.70, up 6.36% - Hebai Group: closed at 7.48, up 6.25% [1]. Group 3: Capital Flow Analysis - The general retail sector saw a net outflow of 678 million yuan from major funds, while retail investors contributed a net inflow of 756 million yuan - Notable individual stock capital flows included: - Hemei Group: net outflow of 57.44 million yuan from major funds - Hebai Group: net inflow of 30.83 million yuan from major funds [2][3].

Group 1 - The company, as a leading comprehensive commercial circulation enterprise in Anhui Province, has not participated in the Hefei "artificial sun" project [2] - The company's business covers two main sectors: retail and agricultural product circulation, including various sub-sectors such as department stores, home appliances, supermarket chains, e-commerce, and wholesale [2] - The inquiry about the company's involvement in the Hefei project was made by an investor on an interactive platform [2]

合百集团（000417.SZ）11月14日在投资者互动平台表示，公司旗下农批市场充分发挥场景优势，打造 形成"周谷堆甄选"、"生鲜到家"等5个抖音直播账号协同发展的农产品直播矩阵，"周谷堆甄选"聚焦品 质溯源，"生鲜到家"主打即时配送，积极利用"走播"带货模式打开线上新市场。2025年1-10月，周谷堆 大兴市场、肥西物流园共开展985场直播活动，实现销售额4700万元，同比增长91.89%。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问："走播"创新市场销售新模式！今年公司农产品市场的线 上销售情况怎么样？有没有较去年实现新的提升？ ...

格隆汇11月13日丨合百集团(000417.SZ)在投资者互动平台表示，百大周谷堆鲜活农产品保供中心项目 暂未开工建设。 ...

Group 1 - The core viewpoint of the news is that Hefei Department Store Group Co., Ltd. (合百集团) has experienced fluctuations in its stock price and financial performance, with a recent decline in stock value and a decrease in revenue and net profit year-on-year [1][2]. Group 2 - As of November 13, the stock price of Hefei Department Store Group is 6.84 CNY per share, with a market capitalization of 5.334 billion CNY [1]. - The company has seen a year-to-date stock price increase of 9.09%, but a decline of 9.52% over the past 20 days [1]. - The company reported a revenue of 5.097 billion CNY for the first nine months of 2025, a year-on-year decrease of 4.33%, and a net profit of 172 million CNY, down 17.48% year-on-year [2]. - The company has a total of 31,900 shareholders as of September 30, with an increase of 5.61% from the previous period [2]. - Hefei Department Store Group has distributed a total of 1.588 billion CNY in dividends since its A-share listing, with 226 million CNY distributed in the last three years [3]. Group 3 - The company's main business segments include retail (90.88%), agricultural product trading (7.85%), and real estate (1.26%) [1]. - Hefei Department Store Group is classified under the general retail sector and is associated with various concept sectors including state-owned assets reform and gold stocks [1].