| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600828 | 茂业商业 | 6.15 | 10.02% | 83.34万 | | 5.09亿 | | 002277 | 友阿股份 | 7.03 | 10.02% | 68.92万 | | 4.80 Z | | 601010 | 文峰股份 | 2.97 | 10.00% | 142.87万 | | 4.11亿 | | 000417 | 合百集团 | 7.20 | 7.46% | 1 78.79万 | | 5.55亿 | | 000501 | 武商集团 | 10.17 | 5.72% | 35.14万 | | 3.51亿 | | 000715 | 中兴商业 | 6.60 | 4.93% | 63.43万 | | 4.16亿 | | 000882 | 华联股份 | 2.12 | 4.43% | 263.97万 | | 5.50亿 | | 600778 | 友好集团 | 7.06 | 3.98% | 18.36万 | | 1.27亿 | ...

格隆汇11月28日丨合百集团(000417.SZ)在投资者互动平台表示，为进一步拓宽公司产业投资布局，公 司实缴出资1.8亿元参投了合肥市国联资本股权投资基金，合肥市国联资本股权投资基金通过产投壹号 基金投资长鑫科技集团股份有限公司4.5亿元。 ...

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 ...

Group 1 - The retail sector is showing active performance, with several companies in A-shares and Hong Kong stocks experiencing significant gains, indicating a positive market sentiment [1] - The Ministry of Industry and Information Technology, along with other governmental bodies, has issued a plan to enhance the adaptability of supply and demand in consumer goods, aiming to stimulate consumption [2][3] Group 2 - The plan outlines goals for 2027, including the optimization of the consumer goods supply structure, the formation of three trillion-level consumption fields, and ten hundred-billion-level consumption hotspots [5] - By 2030, a high-quality development pattern characterized by positive interaction between supply and consumption is expected to be established, with a steady increase in consumption's contribution to economic growth [5] - The plan emphasizes the expansion of diverse interest consumption supplies, particularly in areas such as pet-related products, anime, and trendy toys, reflecting a shift in consumer preferences towards emotional and experiential purchases [5] - The emotional economy in China is projected to grow significantly, with the market size expected to reach approximately 23 trillion yuan in 2024 and exceed 45 trillion yuan by 2029, highlighting the importance of emotional consumption in driving market growth [6] - The pet economy is anticipated to reach a scale of 701.3 billion yuan in 2024, with a year-on-year growth of 18.3%, and is expected to grow to 1.15 trillion yuan by 2028 [6] - The trendy toy industry in China is valued at around 60 billion yuan in 2023, with projections to reach 110.1 billion yuan by 2026, indicating a robust annual growth rate of over 20% [7] - The ongoing policy support and rapid market demand expansion in sectors like pet economy and trendy toys are expected to accelerate growth, presenting new opportunities for retail companies [7]

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& ...

Group 1 - The core viewpoint of the article highlights that HeBai Group (000417.SZ) is a leading comprehensive commercial circulation enterprise in Anhui Province, with its business covering retail and agricultural product circulation [1] - The retail sector includes various sub-sectors such as department stores, home appliances, supermarket chains, e-commerce, and wholesale trade [1] - The company has not participated in the "artificial sun" project in Hefei [1]

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？ ...