Group 1 - The company announced on September 16 that its commodity trading business leverages its supply chain to connect with producers, agents, wholesale markets, e-commerce platforms, and stores [2] - The company utilizes its consumer membership resources from supermarkets and department stores to enhance its online and offline retail and wholesale operations [2] - The focus of the business includes fresh fruits and vegetables, alcoholic beverages, and daily necessities [2]

Core Viewpoint - The company has established partnerships with major platforms such as Meituan, Douyin, JD.com, and Ele.me to enhance its supply chain and digital transformation efforts in the retail sector [1] Group 1: Partnerships and Collaborations - The company has formed collaborations with leading platforms to become a member of their supply chain systems, focusing on fresh produce and daily necessities for online retail and wholesale [1] - In logistics, the company is deepening instant retail cooperation with Meituan, JD.com, Ele.me, and Douyin to empower offline supermarkets and community convenience stores [1] Group 2: Digital Transformation and Marketing - The company is leveraging platforms like Douyin to expand e-commerce live streaming and digital marketing, aiding product promotion and brand exposure [1] - Through partnerships, the company is driving the digital transformation of traditional businesses, enhancing the ecosystem of "online and offline integration, and urban-rural two-way circulation" [1] Group 3: Supply Chain Efficiency - The company aims to continuously improve supply chain efficiency and market competitiveness through its collaborative efforts with various platforms [1]

Core Viewpoint - The company focuses on a "logistics + commerce" dual-driven model in its trade logistics business, aiming to enhance its supply chain and digital transformation while leveraging local agricultural advantages [1] Group 1: Business Strategy - The company is developing a comprehensive logistics park that integrates agricultural product procurement, trading, warehousing, and cold chain services [1] - The company operates five procurement and distribution centers and logistics parks in regions such as Xiangzhong, Jiangyong, Wufeng, Shaoyang, and Pingjiang, with a total operational area exceeding 700,000 square meters [1] Group 2: Market Positioning - The company aims to strengthen its three-tier circulation service system through the expansion of procurement and distribution center services, upgrading logistics park functions, and enhancing urban-rural network density [1] - The strategic focus is on rural revitalization and consumption upgrades, positioning the logistics business as a key driver for these initiatives [1] Group 3: Network Development - The company is accelerating the construction of a "county hub + city node" dual circulation network to facilitate the upward movement of agricultural products and the downward flow of industrial goods [1]

Core Viewpoint - Company focuses on a three-in-one development engine of "supermarket + asset leasing + management output" centered around physical stores, covering regions such as Hainan, Guangdong, Shaanxi, Hunan, Jiangsu, and Jilin [1] Group 1: Business Operations - The company continues to optimize its business model in response to new consumption trends, with the supermarket chain segment centered on Shun Kelong, leveraging the Guangdong-Hong Kong-Macao Greater Bay Area policies [1] - Aiming to build an ecosystem of "fresh direct procurement + instant retail + community services" through "regional deep cultivation + scenario innovation" to create an omnichannel network [1] - The company utilizes digital and AI technologies to enhance the "online ordering + community self-pickup" model, deepening cooperation with Meituan and JD Daojia for improved short-distance delivery efficiency [1] Group 2: Real Estate Projects - The commercial real estate projects focus on the trend of consumption upgrades, with innovations in business formats to stimulate revenue, such as the Changchun project which creates a "night economy complex" led by entertainment, supplemented by e-commerce and specialty dining [1] - The company emphasizes the operation of industrial properties in major national and regional center cities, focusing on "commercial operation + urban integration" to create a smart, high-value-added industrial ecosystem [1] Group 3: Brand Development - The company operates the Xingyue MALL, a dual-use underground commercial space that integrates shopping and leisure with national defense emergency functions, participating in urban safety system construction [1] - During the reporting period, the total foot traffic in the operated Xingyue MALL districts increased by 11% year-on-year, with key stores in Zunyi, Guiyang, Panzhihua, and Yining successfully established [1] - In brand output, the company signs light-asset projects using the "TOD + dual-use" standardized model to expand the "Xingyue MALL" brand, generating revenue from commercial operations [1]

Core Insights - The company announced the launch of a 34,000 square meter commercial renovation at the Minsheng Department Store on Jiefang Road, aimed at creating a more interactive and open consumer space [1] - The entry of JD Outlet's first store in Northwest China into the Minsheng Department Store on August 22 redefines the shopping scene in Xi'an and revitalizes traditional commercial entities [1] - The grand opening ceremony of Xingyue MALL, formerly known as Minsheng Luomashi Shopping Center, took place on July 11, featuring a 16,000 square meter space renovation and the introduction of over 40 unique brands, enhancing the consumer ecosystem with diverse offerings [1]

股票代码：000564 股票简称：供销大集 公告编号：2025-050 供销大集集团股份有限公司 关于向控股子公司提供财务资助的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 一、财务资助情况概述 供销大集集团股份有限公司（以下简称"供销大集"或"公司"）第十一届董事 会第十三次会议、2025 年第二次临时股东大会审议通过《关于为控股子公司提供财 务资助额度的议案》，会议同意公司或控股子公司为公司合并报表范围内的控股子公 司（且该控股子公司其他股东中包含公司控股股东、实际控制人及其关联人）提供不 超过 13,000 万元的财务资助，有效期为自股东大会审议上述议案通过之日起 2 年， 在有效期内，上述额度可循环滚动使用，任一时点的财务资助余额将不超过上述总额 度。本次财务资助额度均以借款方式开展，在上述额度内，股东大会授权由公司或控 股子公司法定代表人签署办理前述财务资助具体相关合同及文件等，不再另行召开董 事会或股东大会，不再逐笔形成董事会决议或股东大会决议。详见公司 2025 年 8 月 12 日《第十一届董事会第十三次会议决议公告》《关于为控股子 ...

Core Viewpoint - The Shanghai Composite Index rose by 0.04% on September 16, with 21 out of 28 sectors experiencing gains, particularly in the comprehensive and machinery equipment sectors, which increased by 3.62% and 2.06% respectively. The retail trade sector also saw a rise of 1.96%. Conversely, the agriculture, forestry, animal husbandry, and fishery sectors, along with the banking sector, faced declines of 1.29% and 1.15% respectively [1]. Market Overview - The main funds in the two markets experienced a net outflow of 37.426 billion yuan throughout the day. However, 11 sectors saw net inflows, with the machinery equipment sector leading at a net inflow of 5.508 billion yuan, followed by the computer sector, which also rose by 2.06% with a net inflow of 4.945 billion yuan [1]. Retail Trade Sector - The retail trade sector increased by 1.96%, with a total net inflow of 2.206 billion yuan. Out of 97 stocks in this sector, 74 rose, including 3 that hit the daily limit, while 21 declined. Notably, 53 stocks had net inflows, with 5 exceeding 100 million yuan. The top stock for net inflow was Gome Retail, with 1.138 billion yuan, followed by Cross-Border Communication and Liren Liyang, with inflows of 826 million yuan and 235 million yuan respectively [2]. Key Stocks in Retail Trade - The following stocks in the retail trade sector had significant performance: - Gome Retail (000564): Increased by 10.15% with a turnover rate of 7.85% and a main fund flow of 1.138 billion yuan - Cross-Border Communication (002640): Increased by 7.49% with a turnover rate of 34.86% and a main fund flow of 826 million yuan - Liren Liyang (605136): Increased by 10.02% with a turnover rate of 13.58% and a main fund flow of 235 million yuan [2]. Declining Stocks in Retail Trade - Several stocks in the retail trade sector experienced significant net outflows, including: - Bubugao (步步高): Net outflow of 301 million yuan - Sanjiang Shopping (三江购物): Net outflow of 93 million yuan - Yonghui Supermarket (永辉超市): Net outflow of 61 million yuan [2][5].

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 9月16日，供销大集收涨10.15%，收盘价为2.93元，发生1笔大宗交易，合计成交量34.91万股，成交金 额102.29万元。 第1笔成交价格为2.93元，成交34.91万股，成交金额102.29万元，溢价率为0.00%，买方营业部为中信证 券股份有限公司泉州温陵北路证券营业部，卖方营业部为机构专用。 进一步统计，近3个月内该股累计发生4笔大宗交易，合计成交金额为5092.59万元。该股近5个交易日累 计上涨8.12%，主力资金合计净流入6.86亿元。 责任编辑：小浪快报 ...

资金流向方面，今日该股主力资金净流入11.38亿元，其中，特大单净流入13.86亿元，大单资金净流出 2.48亿元。近5日主力资金净流入6.25亿元。（数据宝） 供销大集9月16日交易公开信息 供销大集今日涨停，全天换手率7.85%，成交额33.52亿元，振幅5.40%。龙虎榜数据显示，深股通净买 入7746.87万元，营业部席位合计净买入1.85亿元。 深交所公开信息显示，当日该股因日涨幅偏离值达9.26%上榜，深股通净买入7746.87万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交7.30亿元，其中，买入成交额为4.96亿 元，卖出成交额为2.34亿元，合计净买入2.62亿元。 具体来看，今日上榜的营业部中，深股通为第二大买入营业部，买入金额为8357.38万元，卖出金额为 610.51万元，合计净买入7746.87万元。 | 买/ 卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 国联民生证券股份有限公司宁波分公司 | 19867.87 | 0.00 | | 买二 | 深股通专用 | 8357.38 ...

| 权益类证券大宗交易(协议交易) | | | | | | | | 回 下载 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券代码 | 证券简称 | 成交价格 (元) | 成交量 (万股/万份) | 成交金额 (万元) | 买方营业部 | 卖方营业部 | | | 2025-09-16 | 000564 | 供销大集 | 2.93 | 34.91 | 102.29 | 中信证券股份有限 | 机构专用 | | | | | | | | | 公司泉州温陵北路 | | | | | | | | | | 证券营业部 | | | 9月16日，供销大集大宗交易成交34.91万股，成交额102.29万元，占当日总成交额的0.03%，成交价2.93 元，较市场收盘价2.93元持平。 ...