证券代码：002024 证券简称：ST 易购 公告编号：2025-064 苏宁易购集团股份有限公司 关于公司及子公司作为普通债权人对股东重整计划草案表决的公告 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、股东重整情况概述 2025 年 1 月 20 日，苏宁易购集团股份有限公司（以下简称"苏宁易购""公 司"）收到股东苏宁电器集团有限公司、苏宁控股集团有限公司发来的《告知函》, 相关债权人于 2025 年 1 月 17 日向江苏省南京市中级人民法院（以下简称"南京 中院""法院"）提交申请，申请对两家公司进行重整。 2025 年 1 月 26 日，公司收到股东苏宁电器集团有限公司、苏宁控股集团有 限公司发来的《告知函》，前述股东于 2025 年 1 月 26 日收到南京中院送达的《民 事裁定书》，裁定受理相关债权人对前述股东的重整申请。 2025 年 4 月 8 日，南京中院公告，根据苏宁电器集团有限公司、苏宁控股 集团有限公司、苏宁置业集团有限公司等 3 家公司管理人申请依据《中华人民共 和国企业破产法》第一条、第二条、第七十一条之规定，裁定对苏宁电 ...

证券代码：002024 证券简称：ST 易购 公告编号：2025-063 苏宁易购集团股份有限公司 第八届董事会第三十七次会议决议公告 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、董事会会议召开情况 本次会议应出席董事 8 人，实际出席会议董事 8 人（其中，以通讯表决方式 出席董事 8 人、委托出席董事 0 人）。本次会议由董事长任峻先生主持，会议的 召开符合《公司法》和《公司章程》的规定。 2025 年 11 月 15 日 二、董事会会议审议情况 1、以 7 票同意、0 票反对、0 票弃权的结果审议通过了《关于公司及子公 司作为普通债权人对股东重整计划草案表决的议案》，关联董事张康阳先生予以 回避表决。 公司独立董事召开了 2025 年度独立董事专门会议第二次会议审议通过了本 议案内容，并同意提交董事会审议。 具体内容详见 2025-064 号《关于公司及子公司作为普通债权人对股东重整 计划草案表决的公告》。 特此公告。 苏宁易购集团股份有限公司 董事会 苏宁易购集团股份有限公司第八届董事会第三十七次会议于 2025 年 11 月 12 日以电子邮 ...

Core Insights - The domestic home appliance and 3C market in China is undergoing an "experience revolution" amid a slowdown in overall industry growth [1] - Consumer choice anxiety is increasing due to the frequent release of new smartphone models and features, with many users only utilizing a small percentage of new functionalities [1][6] - Traditional retail has focused on parameters and performance, neglecting actual user needs, which presents an opportunity for physical stores to enhance customer experience through immersive learning [1][6] Market Trends - In Q3 2023, China's smartphone shipments were approximately 68.46 million units, a year-on-year decline of 0.5%, continuing a downward trend [1] - Over 70% of consumers feel confused by new smartphone specifications, with an average decision-making period of 7 days [1] - Nearly 80% of users only utilize 10% of new features after purchasing a smartphone, indicating a disconnect between product offerings and consumer needs [1] Company Initiatives - Suning.com has launched 3C classrooms in its stores nationwide, focusing on solving actual user needs through themed immersive experiences [1][6] - The company has conducted over 500 3C classes, reaching tens of thousands of users, effectively alleviating consumer decision anxiety and stimulating replacement demand [6] - During the Double 11 shopping festival, sales of smartphones, smartwatches, and wireless earphones at Suning.com increased by 63%, 222%, and 374% year-on-year, respectively [6] Consumer Engagement - The immersive service model has significantly increased user engagement, with over half of the participants expressing interest in re-enrolling after completing the courses [6] - The shift from "parameter competition" to "scene experience" marks a new phase in the home appliance and 3C market, with Suning.com integrating "experience + consumption + social" to create a sustainable scene loop [6]

Core Viewpoint - The average stock price of A-shares is 13.92 yuan, with 20 stocks priced below 2 yuan, the lowest being *ST Yuan Cheng at 0.58 yuan [1] Stock Price Distribution - As of November 14, the Shanghai Composite Index closed at 3990.49 points, with a relatively small proportion of high-priced and low-priced stocks in the A-share market [1] - Among the low-priced stocks, 8 are ST stocks, accounting for 40% of those priced below 2 yuan [1] Market Performance - Out of the low-priced stocks, 18 saw an increase today, with notable gains from Rongsheng Development (10.17%), Yongtai Energy (9.82%), and *ST Jinke (4.76%) [1] Low-Priced Stock Rankings - The table lists various low-priced stocks, including their latest closing prices, daily price changes, turnover rates, price-to-book ratios, and industries [1] - For example, *ST Yuan Cheng has a closing price of 0.58 yuan, while *ST Suwu and *ST Jinke are at 0.97 yuan and 1.54 yuan respectively [1]

Core Insights - The 17th "Double 11" e-commerce promotion will end on November 14, featuring simplified discount methods such as "instant discounts" and "cash subsidies" to enhance consumer experience [1] Group 1: Online and Offline Integration - Nanjing's Commerce Bureau has actively promoted local products on platforms, boosting online retail sales significantly, particularly in key categories like home appliances and daily necessities [2] - The average daily processing volume at Nanjing's postal center increased by 13% year-on-year during the "Double 11" period, reflecting strong sales performance [2] - JD Electronics and Suning's offline stores have seen a surge in customer traffic, with JD's store traffic increasing by 20.5% month-on-month [2][3] Group 2: Consumer Trends - There is a notable shift in consumer demographics, with younger generations and the elderly becoming the main consumer groups for home appliances, emphasizing quality and personalized products [3] - Smart home appliances with AI features accounted for over 55% of sales, indicating a growing preference for technology-driven products among consumers [3] Group 3: Live Streaming Commerce - Live streaming has emerged as a dominant sales channel during "Double 11," with significant sales generated by various companies leveraging multi-platform live streaming strategies [4] - Nanjing's top live streaming companies achieved impressive sales figures, with one company selling 48.93 million on the first day of "Double 11" [4] Group 4: Promotional Strategies - The timing of "Double 11" coincided with the "Super League" finals, leading to increased promotional activities and digital coupon distribution, resulting in substantial sales growth for platforms like Taobao and Meituan [5] - Taobao's flash sales saw a 92% year-on-year increase in transaction volume in the Nanjing area during the finals [5] Group 5: Logistics and Delivery - The logistics sector adapted to the extended 25-day promotional period, resulting in a more stable delivery process with an average daily delivery volume of approximately 3.7 million packages [7] - Various courier companies implemented strategies to optimize delivery efficiency, including smart forecasting and pre-packaging, leading to improved delivery times [7]

Core Viewpoint - Suning.com is actively working on debt restructuring to clarify its complex debt relationships and aims to increase its profit by approximately 560 million yuan after the completion of the restructuring agreements [2][3]. Group 1: Debt Restructuring Efforts - On November 12, Suning.com announced a debt restructuring agreement with several companies, which will terminate the execution of certain debt transfer arrangements [2]. - The company reported a decrease in its asset-liability ratio by 0.49% compared to the beginning of the period, with a projected asset-liability ratio of 90.67% by June 30, 2025 [3]. - The restructuring efforts are part of a broader strategy to address the company's high debt levels, which have become a significant challenge [3]. Group 2: Financial Performance and Market Position - Suning.com reported a 48% year-on-year increase in sales in county markets during the Double 11 shopping festival, with a remarkable 85% growth in customized home appliances [3]. - Despite a 13.11% decline in stock price this year, the company is focusing on enhancing its core business in home appliances and 3C products [4]. - The company has provided a guarantee of up to 706 million yuan for its subsidiary, which represents 5.68% of its audited net assets for 2024, indicating a strategy to support its subsidiaries while taking on additional financial pressure [3].

Core Viewpoint - Suning.com is actively working on debt restructuring to clarify its complex debt relationships and reduce operational risks, aiming to increase total profit by approximately 560 million yuan after the completion of the restructuring agreements [3][4]. Group 1: Debt Restructuring Efforts - On November 12, Suning.com announced a debt restructuring agreement with several companies, which will terminate the execution of certain debt transfer arrangements [3]. - The company reported a decrease in its asset-liability ratio by 0.49% compared to the beginning of the period, with a current ratio of 90.67% as of June 30, 2025 [4]. - The restructuring is part of a broader strategy to address the high debt levels that have become a significant challenge for the company [4]. Group 2: Financial Performance and Market Position - Suning.com provided a guarantee of up to 706 million yuan for its subsidiary, which represents 5.68% of the company's audited net assets for 2024, indicating a strategy to enhance the competitiveness of its core business [4]. - During the Double 11 sales event, Suning.com reported a 48% year-on-year increase in sales in county markets and an 85% increase in sales of customized home appliances, reflecting a focus on the home appliance sector [4]. - Despite a 13.11% decline in stock price this year, the company is under pressure to maintain its core business's ability to generate revenue [5].

Core Viewpoint - Suning.com is actively working on debt restructuring to clarify its complex debt relationships and reduce operational risks, with an expected profit increase of approximately 560 million yuan after the completion of the restructuring agreements [2][3]. Group 1: Debt Restructuring Efforts - On November 12, Suning.com announced a debt restructuring agreement with several companies, aiming to terminate the execution of certain debt transfer arrangements [2]. - The company reported a decrease in its asset-liability ratio by 0.49% compared to the beginning of the period, with a current asset-liability ratio of 90.67% as of June 30, 2025 [2]. - The restructuring is part of Suning's broader strategy to address its high debt levels, which has become a focal point for market attention [2]. Group 2: Financial Performance and Market Position - Suning.com provided a guarantee of up to 706 million yuan for its subsidiary, which represents 5.68% of the company's audited net assets for 2024 [3]. - The company reported a 48% year-on-year increase in sales during the Double 11 shopping festival in county markets, and an 85% increase in sales of customized home appliances [3]. - Despite a 13.11% decline in stock price this year, the company is focusing on its core home appliance business to enhance competitiveness in a challenging market [3].

Core Viewpoint - Suning.com is actively working on debt restructuring to clarify its complex debt relationships and reduce operational risks, while also focusing on enhancing its core business in the competitive retail market [1][2] Group 1: Debt Restructuring - On November 12, Suning.com announced a debt restructuring agreement with several companies, aiming to terminate the execution of certain debt transfer arrangements, which will result in an expected profit increase of approximately 560 million yuan [1] - The company's asset-liability ratio decreased by 0.49% compared to the beginning of the period, standing at 90.67% as of June 30, 2025, indicating ongoing efforts to manage high debt levels [1] Group 2: Financial Guarantees and Business Focus - Suning.com provided a guarantee of up to 706 million yuan for its subsidiary, which represents 5.68% of the company's audited net assets for 2024, indicating a strategy to support its subsidiaries while taking on additional financial pressure [2] - During the Double 11 sales event, Suning.com reported a 48% year-on-year increase in sales in county markets and an 85% increase in customized home appliances, highlighting a focus on the 3C home appliance sector and emerging market trends [2] Group 3: Market Performance - Year-to-date, Suning.com's stock price has decreased by 13.11%, and while the company achieved a "limit-up" in stock trading, maintaining sustainable profitability in its core business remains a critical challenge [2]

以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 从资金流向上来看，当日互联网电商板块主力资金净流入5342.02万元，游资资金净流出1770.51万元， 散户资金净流出3571.51万元。互联网电商板块个股资金流向见下表： 证券之星消息，11月13日互联网电商板块较上一交易日上涨2.28%，ST易购领涨。当日上证指数报收于 4029.5，上涨0.73%。深证成指报收于13476.52，上涨1.78%。互联网电商板块个股涨跌见下表： ...