Core Viewpoint - ST Yigou (002024.SZ) has reached a settlement agreement with Carrefour Group, resolving ongoing disputes and allowing the company to indirectly hold 100% equity in Carrefour China after the payment of a cash settlement of RMB 220 million [1] Group 1 - The settlement agreement was signed between the parties involved, including Suning International, Carrefour China, and Carrefour Consulting Company, collectively referred to as "Suning Party," and Carrefour Group, CNBV, and Carrefour International Cooperation Company, referred to as "Carrefour Party" [1] - The cash settlement amount of RMB 220 million will be paid by the company or its designated entity (excluding Suning International) to CNBV [1] - Upon receipt of the settlement amount, Carrefour Party will waive related debts, and both parties will cease any legal proceedings regarding the disputed matters [1] Group 2 - Carrefour China and Carrefour Consulting Company are required to stop using intellectual property within one month from the signing of the settlement agreement [1] - Following the completion of this settlement, the company will indirectly hold 100% equity in Carrefour China [1]

Group 1 - The board of directors of Suning.com held its 31st meeting of the 8th session on August 11, 2025, via a combination of in-person and remote voting [1] - All 9 directors were present, with 4 attending in person and 5 participating through remote voting [1] - The meeting was chaired by Chairman Ren Jun, and some senior management personnel attended as well [1] Group 2 - The board reviewed a proposal regarding debt settlement, which will be submitted for approval at the company's second extraordinary general meeting of shareholders in 2025 [1] - Further details regarding the extraordinary general meeting can be found in the company's announcement numbered 2025-036 [2]

证券代码：002024 证券简称：ST 易购 公告编号：2025-036 苏宁易购集团股份有限公司 董事会关于召开 2025 年第二次临时股东大会的通知 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、召开会议的基本情况 公司第八届董事会第三十一次会议审议通过了《关于召开2025年第二次临时 股东大会的议案》。 部门规章、规范性文件和《公司章程》的规定。 （1）现场会议召开日期、时间：2025年8月27日（星期三）下午14:00； （2）网络投票时间：通过深圳证券交易所交易系统进行网络投票的具体时间 为2025年8月27日9:15—9:25,9:30—11:30和13:00—15:00；通过深圳证券交易所互 联网投票系统投票的具体时间为2025年8月27日上午9:15至下午15:00期间的任意 时间。 本次股东大会同一表决权只能选择现场投票、深圳证券交易所交易系统投票、 深圳证券交易所互联网投票系统中的一种，同一表决权出现重复表决的，以第一 次有效投票结果为准。 （1）在股权登记日持有公司股份的普通股股东或其代理人。 于股权登记日 2025 年 8 月 2 ...

Core Viewpoint - ST Yigou (002024) has reached a debt settlement agreement with Carrefour, which will allow the company to indirectly hold 100% of Carrefour China after the resolution of disputes regarding the remaining equity acquisition and intellectual property fees [1] Group 1: Debt Settlement Agreement - In 2019, ST Yigou's wholly-owned subsidiary, Suning International, acquired 80% of Carrefour China, leading to disputes over the remaining equity acquisition and related fees due to changes in the external environment [1] - The agreement stipulates that Suning will pay 220 million yuan, while Carrefour will waive the debt, and both parties will cease legal proceedings [1] - The settlement requires approval at the second extraordinary general meeting of shareholders in 2025 [1] Group 2: Financial Impact - Upon completion of the settlement, the company is expected to recognize a debt restructuring gain of approximately 1.11 billion yuan [1] - Additionally, other debt settlements by the company and its subsidiaries in the first half of 2025 are anticipated to generate investment income of about 59.5253 million yuan [1]

证券代码：002024 证券简称：ST 易购 公告编号：2025-035 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 2019 年 6 月 22 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 Carrefour Nederland B.V.（以下简称 "转让方"、"CNBV"）及 Carrefour S.A.（以下简称"家乐福集团"）签订《股份购买协议》。该 协议约定，苏宁国际向 CNBV 以现金 48 亿元人民币等值欧元收购 Carrefour China Holdings N.V. （以下简称"家乐福中国"）80%股份，并且若 CNBV 选择于收购日后满两年的九十天内将所持 有的剩余 20%家乐福中国股权按照协议约定的固定价格转让给苏宁国际，苏宁国际需无条件 购买；在 CNBV 卖出期权到期后九十天内，苏宁国际若选择按照协议约定的固定价格收购家 乐福中国剩余 ...

证券代码：002024 证券简称：ST 易购 公告编号：2025-036 苏宁易购集团股份有限公司 董事会关于召开 2025 年第二次临时股东大会的通知 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、召开会议的基本情况 1、股东大会届次：2025年第二次临时股东大会。 2、股东大会的召集人：公司董事会。 公司第八届董事会第三十一次会议审议通过了《关于召开2025年第二次临时 股东大会的议案》。 3、会议召开的合法、合规性：本次股东大会的召开符合有关法律、行政法规、 部门规章、规范性文件和《公司章程》的规定。 4、会议召开的日期、时间： （1）现场会议召开日期、时间：2025年8月27日（星期三）下午14:00； （2）网络投票时间：通过深圳证券交易所交易系统进行网络投票的具体时间 为2025年8月27日9:15—9:25,9:30—11:30和13:00—15:00；通过深圳证券交易所互 联网投票系统投票的具体时间为2025年8月27日上午9:15至下午15:00期间的任意 时间。 5、会议的召开方式： 本次股东大会采用现场表决与网络投票相结合的方式召开 ...

证券代码：002024 证券简称：ST 易购 公告编号：2025-034 苏宁易购集团股份有限公司 第八届董事会第三十一次会议决议公告 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第八届董事会第三十一次会议于 2025 年 8 月 7 日以电子邮件方式发出会议通知，2025 年 8 月 11 日在本公司会议室召开。本次 会议以现场结合通讯表决方式召开。 苏宁易购集团股份有限公司 董事会 2025 年 8 月 12 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 9 票同意、0 票反对、0 票弃权的结果审议通过了《关于债务和解的 议案》，该议案需提交公司 2025 年第二次临时股东大会审议。 具体内容详见公司 2025-035 号《关于债务和解的公告》。 2、以 9 票同意、0 票反对、0 票弃权的结果审议通过了《关于召开 2025 年 第二次临时股东大会的议案》。 具体内容详见公司 2025-036 号《董事会 ...

Group 1: Market Trends - Air conditioning sales are experiencing significant growth during the peak season, with both offline and online platforms reporting substantial increases in sales volume [1][2] - In Beijing, air conditioning sales in July have increased by over 163% year-on-year, driven by high temperatures and government subsidies for replacing old appliances [1] - Online sales on platforms like JD have seen a 220% year-on-year increase, with some days reporting over 550% growth in sales [2] Group 2: Consumer Preferences - Consumers are increasingly interested in energy-efficient and environmentally friendly air conditioning units, with over 50% opting for energy-saving models [2] - The demand for "no-wind comfortable" air conditioning options is also notable, with 30% of users choosing this type [2] - The availability of government subsidies for replacing old appliances is a significant factor influencing consumer purchasing decisions [1] Group 3: Installation Services - The demand for air conditioning installation services has surged, with over 2,000 installation technicians working daily to meet consumer needs [2] - Installation teams are managing to complete deliveries and installations within 24 hours of order placement [2] - Installation technicians are facing increased workloads, often completing four to eight installations per day during the peak season [3][4]

Core Insights - The opening of the first Suning.com Pro Super Flagship Store in Jinan's Huaiyin district marks a significant expansion in the retail landscape, focusing on smart living and consumer experience [1][3] Group 1: Store Features and Offerings - The new store spans over 10,000 square meters and integrates home appliances, home renovation, and new product launches, positioning itself as a guide for consumer trends [3] - It features a comprehensive experience zone for all brands, creating a future lifestyle ecosystem that combines home appliances, home decoration, social interaction, and services [3] - The store includes a dedicated social area called "Suning Friend," offering a pleasant social space with coffee and exclusive food, along with 48 high-value membership benefits [3] Group 2: Consumer Engagement and Promotions - The opening event includes a "Summer Consumption Season" campaign, promoting trade-in offers for home appliances and significant discounts across all categories, with reductions up to 50% [5] - Customers can participate in various promotions, such as chances to win major appliance prizes and exclusive gifts with qualifying purchases [5] - Suning.com collaborates with government and enterprises to enhance community engagement, providing convenience and benefits to a broader consumer base [5] Group 3: Industry Impact - The store aims to break traditional boundaries of home appliance retail by serving as a shared launch center for various industries, including electronics, automotive, and cultural crafts [5] - It responds to national consumption promotion initiatives, indicating a strategic alignment with broader economic goals [5]

Core Insights - The central government emphasizes boosting consumption and developing service-oriented consumption, with home appliances being a significant part of this trend [1] - Suning.com is accelerating its retail innovation and scene upgrades through the "818 Fueling Life Festival," with new store openings and celebrations across the country [1][5] Group 1: Store Developments - Suning's first Max store in Shanxi will open on August 15, covering over 40,000 square meters and featuring over 200 home appliance and 3C brands, making it the largest and most comprehensive "home consumption" experience center in the area [1][3] - The overall layout of the stores focuses on three main areas: Suning Tech, Suning Private Home, and Suning Friend, integrating technology displays, immersive experiences, and social interactions [3] Group 2: Product Offerings and Promotions - The store will showcase high-end brands like Hisense, Samsung, Toshiba, and Little Swan, providing customers with high-quality and cost-effective renewal experiences through bundled offers and customized models [3][5] - During the "818 Fueling Life Festival," Suning will promote new technology products and host over a thousand interactive experiences, brand tasting events, and night markets to enhance customer engagement [5] Group 3: Strategic Expansion - Suning is accelerating the expansion of its Home stores, which range from 1,000 to 2,000 square meters, focusing on quality-price ratio and customized products to meet diverse needs in lower-tier markets [5][7] - The company aims to implement a "big and small" development strategy, with large stores serving as flagship locations and small stores focusing on community and county-level markets, enhancing the overall retail network [7]