ST易购公告，持股19.53%的股东杭州灏月企业管理有限公司拟自本减持预披露公告发布之日起15个交 易日后的三个月内（2026年3月17日至2026年6月16日），以集中竞价和大宗交易方式合计减持公司股份 不超过2.3亿股，占公司剔除回购专用账户中股份数量后总股本的2.5%。其中，通过集中竞价方式减持 不超过9204.37万股，占1%；通过大宗交易方式减持不超过1.38亿股，占1.5%。 ...

近期，苏宁国际与贷款人达成一致协议，贷款人同意苏宁国际支付 4500 万美元后，双方 就该笔借款项下的全部权利义务予以结清，相关债权债务关系终止。 证券代码：002024 证券简称：ST 易购 公告编号：2026-015 苏宁易购集团股份有限公司 关于债务和解的公告 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、债务和解概述 1、基本情况 2021 年 6 月 3 日，苏宁易购集团股份有限公司（以下简称"公司"）全资子公司 Suning International Group Co.,Limited（以下简称"苏宁国际"）与 BCC SUNING INVESTMENTS, LIMITED（以下简称"贷款人"）签订《贷款合同》，贷款人向苏宁国际提供 3 亿美元贷款， 苏宁国际提供了相关增信举措。该笔借款于 2022 年 6 月到期后，苏宁国际与贷款人持续协商 偿付方案并分期偿付，截至 2026 年 2 月 13 日该笔借款尚有应付本金及应付利息合计 6,214.38 万美元。 2、审议程序 （1）公司第八届董事会第四十一次会议以 8 票同意、0 票反对、0 ...

本次会议应出席董事 8 人，实际出席会议董事 8 人，其中现场出席董事 1 人，以通讯表决方式出席董事 6 人、委托出席董事 1 人。董事关成华先生、贾红 刚先生、张康阳先生、独立董事陈志斌先生、杨波先生、冯永强先生因工作原因 以通讯表决方式参加了本次会议。董事曹志坚先生因其他公务安排未能亲自出席 本次会议，委托董事长任峻先生代为出席会议并行使表决权。 证券代码：002024 证券简称：ST 易购 公告编号：2026-014 苏宁易购集团股份有限公司 第八届董事会第四十一次会议决议公告 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 苏宁易购集团股份有限公司全体董事同意豁免公司第八届董事会第四十一 次会议通知时限，决定于 2026 年 2 月 12 日在本公司会议室以现场结合通讯表决 方式召开。 特此公告。 苏宁易购集团股份有限公司 董事会 2026 年 2 月 14 日 本次会议由董事长任峻先生主持，公司部分高级管理人员列席了会议，会议 的召开符合《公司法》和《公司章程》的规定。 二、董事会会议审议情况 1、以 8 票同意、0 票反对 ...

Core Insights - Su Ning Yi Gou has launched an emergency response mechanism to assist vulnerable groups, such as the elderly, during the winter season, ensuring timely delivery and installation of essential heating appliances [1][3] - The company utilizes AI technology to optimize emergency delivery and repair services, enhancing efficiency and precision during the busy holiday season [3][5] - Over 10,000 engineers will be on duty during the Spring Festival, ready to address urgent repair needs, with a focus on high-frequency winter appliances [5] Group 1 - Su Ning Yi Gou has implemented a "green channel" for emergency services, allowing for rapid delivery of essential small appliances like heaters and power banks within 30 minutes [1] - The company collaborates with instant retail platforms like Meituan to ensure quick access to necessary products for customers in need [1][3] - For larger appliances, engineers can respond to urgent repair requests within 2 hours, ensuring the safe operation of household devices during winter [1] Group 2 - The "AI smart brain" system analyzes historical consumption data and regional weather patterns to predict demand for seasonal products, optimizing inventory allocation [3] - The company has prepared common spare parts in advance for frequently used winter appliances, enhancing repair efficiency [5] - Su Ning Yi Gou aims to provide a comforting service experience, emphasizing the importance of both product delivery and customer care during the winter season [5]

Group 1 - The event was organized to promote the training and support policies for e-commerce talent in response to provincial and municipal directives [2] - Over ten vocational colleges and more than twenty key e-commerce companies participated, along with representatives from financial institutions, indicating strong industry collaboration [2] - The meeting focused on popular areas such as live e-commerce, instant retail, and cross-border e-commerce, highlighting ongoing training activities and future plans [4] Group 2 - The city’s human resources department provided detailed explanations of employment skills training, youth employment internships, and skill level evaluation policies [4] - Representatives from e-commerce companies shared insights on talent training in live e-commerce and the latest developments in cross-border operations, along with their recruitment needs [4] - Future plans include collaboration among various departments to implement the "Star Plan" for live e-commerce and the "All-Level Talent Cultivation Plan" for companies going abroad, aiming to develop a skilled workforce in the e-commerce sector [4]

Core Insights - The 2026 Central Document emphasizes the modernization of agriculture and rural areas, supporting rural consumption upgrades and the recycling of old appliances [1] Group 1: Company Initiatives - Suning Retail Cloud plans to leverage the upcoming New Year Festival to launch the "Subsidy for Rural Areas" initiative across over 10,000 stores, enhancing rural consumer access to smart appliances [1][4] - The company is focusing on a "walk into villages" service model to facilitate the exchange of old appliances and promote consumption policies [1][4] Group 2: Market Trends - The county market is experiencing a generational shift in consumer demographics, with younger consumers prioritizing quality and digital experiences [3] - There is a transition in household consumption from basic appliances to a demand for smart, healthy, and comfortable home experiences [3] Group 3: Sales Performance - In January 2026, Suning Retail Cloud reported a 51% year-on-year increase in sales, with significant growth in "burden-reducing" and "atmospheric" appliances [6] - Specific product sales saw remarkable increases: robotic vacuum sales up 147%, dishwashers up 83%, and large-screen TVs up 75% [6] Group 4: Strategic Developments - Suning Retail Cloud is enhancing its large store strategy, with 24.10% of new franchise stores being large format, providing ample space for experiential retail [3] - The integration of local cultural elements into the "Subsidy for Rural Areas" initiative aims to create a festive atmosphere while facilitating consumer engagement [4][8] Group 5: Future Outlook - The comprehensive rollout of the "Subsidy for Rural Areas" initiative is expected to amplify the synergy between policy and market, invigorating the New Year consumption market [8] - The deep service model being explored by Suning Retail Cloud is anticipated to unlock further potential in rural consumption and improve residents' quality of life through smart appliance adoption [8]

Group 1 - The core viewpoint of the articles highlights the positive impact of the "trade-in" policy on the growth of 3C (computer, communication, and consumer electronics) replacement demand, with significant sales increases observed in both digital and smart products [1][4] - In January, the national sales volume of digital and smart products reached 9.115 million units, generating sales revenue of 29.21 billion yuan, while overall sales of six categories of home appliances and four categories of digital smart products exceeded 15 million units, with sales revenue nearing 59 billion yuan [1] - Offline sales accounted for nearly 80% of the total, showing a year-on-year growth of approximately 20%, indicating a trend of consumers returning to offline channels for their purchases [1][4] Group 2 - Suning.com has upgraded its 3C membership system by launching the "Honey Powder Membership," which aims to address consumer pain points during the replacement process, focusing on hidden costs such as screen protection, accessories, and repairs [3] - The "Honey Powder Membership" consists of three tiers: "New Star Honey Powder," "Vibrant Honey Powder," and "All-round Honey Powder," catering to different replacement needs and offering various benefits such as purchase subsidies and service guarantees [3] - The integration of the membership system with service guarantees and offline experiences enhances consumer satisfaction, shifting the focus from mere price subsidies to long-term user value and service capabilities [4]

Core Insights - The Chinese New Year consumer market is experiencing a significant boost, with various promotional activities being organized across multiple provinces to stimulate spending [1][8] - Suning.com is actively participating in these initiatives, launching the "马上有好市" (Good Market Now) campaign, which focuses on enhancing AI-driven product offerings and optimizing consumer experiences [1][8] Group 1: Promotional Activities - The Ministry of Commerce is guiding local governments to continue the "购在中国" (Buy in China) series of activities, with Suning.com engaging in themed consumption promotions in provinces like Guangxi, Shanxi, Liaoning, and others [1][8] - Suning.com is implementing a "one region, one policy" strategy to tailor its product offerings based on local cultural characteristics and consumer needs [5] Group 2: Consumer Incentives - Suning.com is enhancing consumer engagement through various subsidy programs, including trade-in incentives and lottery promotions, with consumers in Shanxi eligible for up to 50,000 yuan in shopping subsidies [7] - The company is also offering additional subsidies of up to 500 yuan and a double price return policy on self-operated products, further stimulating consumer interest in upgrading to energy-efficient appliances [7] Group 3: Product Performance - Since the launch of the national subsidy program in Shanxi, over 90% of sales in Suning.com stores have been for new energy-efficient appliances, with significant year-on-year sales growth reported for various categories [7] - Sales of new energy-efficient air conditioners and water heaters have increased by 30.5% and 68.4% respectively, while sales of large-capacity refrigerators have surged by 77.3% [7] Group 4: Service Enhancements - During the "九九消费季" (Ninety-Nine Consumption Season) in Liaoning, Suning.com introduced exclusive services and benefits aimed at enhancing customer experience during the New Year [7] - Initiatives include comprehensive recycling programs for old appliances and special cleaning packages starting at 199 yuan, catering to consumer needs for a clean and festive environment [7] Group 5: Innovative Consumer Experiences - Suning.com is integrating traditional customs with modern technology in its promotional events, such as the "金山消费季·京喜大市口" (Jinshan Consumption Season) in Zhenjiang, which features local delicacies and tech product experiences [8] - The company is committed to supporting the national initiative for the 2026 Spring Festival, focusing on AI product supply and innovative consumer experiences to enhance the festive atmosphere [8]

Market Overview - The internet e-commerce sector experienced a decline of 2.74% on February 4, with 壹网壹创 leading the drop [1] - The Shanghai Composite Index closed at 4102.2, up 0.85%, while the Shenzhen Component Index closed at 14156.27, up 0.21% [1] Individual Stock Performance - Notable gainers included ST易购, which rose by 1.96% to a closing price of 1.56, and ST通葡, which increased by 0.98% to 3.10 [1] - Significant decliners included 营网壹创, which fell by 8.57% to 42.06, and 焦点科技, down 6.28% to 48.32 [2] Trading Volume and Value - The trading volume and value for selected stocks in the internet e-commerce sector showed varied performance, with ST易购 achieving a volume of 373,200 shares and a transaction value of 57.73 million [1] - In contrast, 营网壹创 had a trading volume of 198,000 shares and a transaction value of 846 million [2] Capital Flow Analysis - The internet e-commerce sector saw a net outflow of 252 million from institutional investors, while retail investors contributed a net inflow of 300 million [2] - The capital flow data indicates that individual stocks like 跨境通 and ST易购 had mixed results in terms of net inflow from different investor types [3] Investor Sentiment - The overall sentiment in the internet e-commerce sector appears cautious, with significant net outflows from institutional and speculative investors, while retail investors showed a willingness to invest [2][3] - Stocks like 新讯达 and 南极电商 experienced varying levels of retail interest, reflecting differing investor confidence [3]

Group 1 - The core viewpoint of the news is the collaboration between Jiangsu Provincial Supply and Marketing Cooperative and Suning.com to promote green circular economy practices, particularly in the area of home appliance recycling and upgrading [1][3]. - Suning.com has been actively involved in the "old for new" home appliance program, achieving significant results with over 400,000 units of waste appliances recycled by 2025, including more than 45,000 units in Jiangsu Province, with over 70% of sales orders coming from this initiative [3][6]. - The company has developed a comprehensive "six-in-one" service strategy and a "four-flows-in-one" service model to enhance its recycling efforts, leveraging both online and offline platforms [3][5]. Group 2 - Suning.com is participating in the establishment of industry standards, having co-drafted the Jiangsu Province "Waste Electrical and Electronic Products Recycling and Utilization Service Specification," which was officially implemented in February 2023 [5]. - The new "National Subsidy" policy set to be implemented in 2026 will allow Suning.com to enhance its "old for new" service system, focusing on service quality, pricing, and product supply [6]. - The company aims to integrate its platform, logistics, and service network resources with government and industry stakeholders to build a sustainable circular economy ecosystem, promoting green and quality consumption [6].