Group 1 - The A-share market is showing sustained activity in the consumer sector, particularly in retail and camping economy segments [1] - Notable stocks such as Lingnan Holdings, Antarctic E-commerce, Sanjiang Shopping, Guangbai Shares, Tianhong Shares, Nanning Department Store, and Guofang Group have reached their daily limit up [1]

Core Viewpoint - Guangzhou Baiyun Group (广百股份) aims to leverage its position as a key retail player in Guangdong Province to enhance domestic demand through quality and digital intelligence, while promoting the integration of domestic and international trade in response to complex global economic conditions [2]. Group 1: Business Strategy - The company plans to utilize the new tax refund policy for outbound travelers and collaborate with foreign trade transformation enterprises to develop its own brands, exploring the establishment of domestic sales zones for foreign trade products [2][3]. - Guangzhou Baiyun Group will actively seek to tap into local supply chain resources and provide opportunities for "export to domestic" enterprises and brands through its platform and membership advantages [3]. Group 2: Market Development - The company has introduced over 50 regional first-store brands across various categories, including cosmetics, apparel, and jewelry, and has established itself as a leader in the retail sector in Guangzhou [3]. - Innovative initiatives such as "Guangbai Night" and the "Guangzhou Friendship International Fashion Consumption Festival" have been launched to enhance brand influence and drive consumer engagement through cultural and artistic events [3]. Group 3: Technological Innovation - Guangzhou Baiyun Group is investing in AI technology to enhance its marketing and customer interaction, implementing initiatives like 5G+AR virtual fitting rooms and AI store inspections to improve the shopping experience [4]. Group 4: Tax Policy Impact - The implementation of the new tax refund policy for outbound travelers is expected to significantly boost sales, with pilot stores projected to achieve over 100% year-on-year sales growth in 2024 compared to 2023 [5]. - During the 137th Canton Fair, the company will offer "international service packages" to enhance the shopping experience for global customers, featuring multilingual guides and AI translation devices [5].

4月8日，国家税务总局发布《关于推广境外旅客购物离境退税"即买即退"服务措施的公告》，明确 离境退税"即买即退"服务措施在全国推广。 2025.04. 11 作者 | 第一财经 安卓 本文字数：1114，阅读时长大约2分钟 导读 ： 提振消费组合拳。 《公告》指出，境外旅客在"即买即退"商店购买退税物品时，签订协议书并办理信用卡预授权后，即 可在该商店现场申领与退税款等额的人民币款项，在离境时经海关验核通过、按照协议书约定在承诺 期限内于指定口岸离境且符合离境退税政策规定的，退税代理机构为其解除信用卡预授权，办结离境 退税业务。 近日，在互动平台上，包括王府井、中国中免在内的多家零售百货、免税店以及部分食品饮料白酒等 上市公司被投资者问及"即买即退"政策影响。 其中，广百股份回应，公司旗下广百百货北京路店、天河中怡店、广州友谊环东店、正佳店、时代 店、国金店为首批离境退税"即买即退"商店，为入境消费客户带来更舒适、便捷的购物体验。 另外，对于即将召开的广交会，广百股份亦称，为更好的接待外宾及提升服务质量，公司提供多语种 服务，安排了专属客服导购，更有城市资讯导览、外宾特惠尊享、广式礼遇相赠等贴心服务。 大东方 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 本公司及其董事、监事、高级管理人员保证公告内容真实、准确和完整，公告不存在虚假记载、误导性陈述或者 重大遗漏。 一、股票交易异常波动情况 广州市广百股份有限公司（以下简称"上市公司"或"公司"）2025年4月8日至10日连续三个交易日收盘价格涨幅偏离 值累计达到20%以上，根据《深圳证券交易所股票交易规则》的有关规定，属于股票交易异常波动的情况。 二、公司关注及核实情况说明 针对公司股票异常波动，公司对有关事项进行了核查，有关情况说明如下： 1、公司前期披露的信息不存在需要更正、补充之处； 2、公司未发现近期公共传媒报道了可能或已经对公司股票交易价格产生较大影响的未公开重大信息； 3、近期公司经营情况正常，内外部经营环境未发生重大变化。 4、公司、控股股东和实际控制人不存在关于本公司的其他应披露而未披露的重大事件，或处于筹划阶段的重大事 项； 5、经核查，公司股票异常波动期间，本公司控股股东、实际控制人未买卖公司股票。 三、是否存在应披露而未披露信息的说明 本公司董事会确认，本公司目前没有任何根据深交所《股票上市规则》等有关规定应予以披露而未披露的事项或 与该 ...

股票交易异常波动公告 本公司及其董事、监事、高级管理人员保证公告内容真实、准确和完整， 公告不存在虚假记载、误导性陈述或者重大遗漏。 一、股票交易异常波动情况 广州市广百股份有限公司（以下简称"上市公司"或"公司"）2025 年 4 月 8 日至 10 日连续三个交易日收盘价格涨幅偏离值累计达到 20%以上，根据《深圳 证券交易所股票交易规则》的有关规定，属于股票交易异常波动的情况。 二、公司关注及核实情况说明 证券代码：002187 证券简称：广百股份 公告编号：2025－023 广州市广百股份有限公司 本公司董事会确认，本公司目前没有任何根据深交所《股票上市规则》等有 关规定应予以披露而未披露的事项或与该事项有关的筹划、商谈、意向、协议等； 董事会也未获悉本公司有根据深交所《股票上市规则》等有关规定应予以披露而 未披露的、对本公司股票及其衍生品种交易价格产生较大影响的信息；公司前期 披露的信息不存在需要更正、补充之处。 四、风险提示 1、经自查，公司不存在违反信息公平披露的情形。 1 针对公司股票异常波动，公司对有关事项进行了核查，有关情况说明如下： 1、公司前期披露的信息不存在需要更正、补充之处； 2、 ...

Financial Performance - In 2024, the company achieved a net profit attributable to shareholders of 47.6081 million yuan, representing a year-on-year increase of 31.64% [2] - The operating revenue for 2024 was 5.528 billion yuan, an increase of 3.46% compared to the previous year [4] - The net cash flow from operating activities was 655 million yuan, up 37.63% year-on-year [4] - The weighted average return on net assets was 1.18%, and the net assets attributable to shareholders at the end of the period were 4.071 billion yuan, reflecting a growth of 1.19% from the previous year [5] Industry Context - The total retail sales of consumer goods in 2024 grew by 3.5% year-on-year, with convenience stores, specialty stores, and supermarkets seeing increases of 4.7%, 4.2%, and 2.7% respectively [3] - In contrast, department stores and brand specialty stores experienced declines in retail sales of 2.4% and 0.4% respectively [3] - The online retail sales of physical goods increased by 6.5%, surpassing the overall growth rate of retail sales by 3 percentage points [3] Future Growth Drivers - The company plans to focus on high-quality development by enhancing its core business, including introducing flagship stores and products, and leveraging consumption policies such as "trade-in" programs [2] - Emphasis will be placed on innovative marketing strategies that integrate popular IPs and cross-industry collaborations [2] - The company aims to reduce costs and improve efficiency through various operational enhancements [2] Government Initiatives - The government has launched the "Consumption Promotion Special Action Plan" in 2025 to stimulate consumption and expand domestic demand [4] - This initiative is expected to enhance consumer confidence and unleash consumption potential, while new consumption models and retail formats continue to emerge [4]

Core Viewpoint - The introduction of the "immediate refund" service for outbound travelers is expected to boost consumption and enhance China's attractiveness as an international tourism destination [1][3][4] Group 1: Policy Impact - The State Taxation Administration announced the nationwide promotion of the "immediate refund" service for outbound travelers starting April 8 [1] - The policy targets foreign travelers and residents from Hong Kong, Macau, and Taiwan who stay in China for no more than 183 days [1] - The immediate refund service allows travelers to receive VAT refunds directly at the point of purchase, enhancing convenience [3][4] Group 2: Company Responses - Companies like China Duty Free Group indicated that their main tax exemptions are on imported goods, while the immediate refund applies to VAT for foreign travelers [1] - Ctrip Research Institute noted that the core purpose of the refund policy is to encourage tourist spending and promote consumption return [3] - Several listed companies, including Zhongbai Group and Gome Retail, have established stores eligible for the immediate refund service [6][7] Group 3: Market Reaction - Stocks related to the duty-free concept surged, with companies like Wangfujing and China Duty Free Group hitting their daily price limits [1][7] - The market response reflects investor optimism regarding the potential increase in tourist spending due to the new refund policy [1][7]

证券代码：002187 证券简称：广百股份 公告编号：2025－019 广州市广百股份有限公司 关于业绩补偿方案暨回购注销补偿股份的公告 本公司及其董事、监事、高级管理人员保证公告内容真实、准确和完整， 公告不存在虚假记载、误导性陈述或者重大遗漏。 广州市广百股份有限公司（以下简称"公司"）2025 年 3 月 27 日召开第七 届董事会第二十次会议，审议通过了《关于业绩补偿方案暨回购注销补偿股份的 议案》，现将有关情况公告如下： 一、重大资产重组基本情况 公司于 2021 年 3 月 22 日收到中国证监会《关于核准广州市广百股份有限公 司发行股份购买资产并募集配套资金的批复》（证监许可[2021]863 号）后以发行 股份及支付现金购买资产方式收购广州友谊集团有限公司 100%的股权并募集配 套资金。 公司于 2021 年 5 月 27 日完成了本次交易股权过户手续及相关工商变更登记。 二、业绩承诺及补偿安排 根据公司与广州友谊集团有限公司原股东广州市广商资本管理有限公司（以 下简称"广商资本"）、广州广商鑫石产业投资基金合伙企业（有限合伙）（以下 简称"广商基金"）签订的《盈利预测补偿协议》及其补充协议 ...

您可使用手机"扫一扫"或进入"注册会计师行业统一监管平台（http://ac.mof.gov.cn）"进行在 您可使用手机"扫一扫"或进入"注册会计师行业统一监管平台（http://ac.mof.gov.cn）"进行在购买.759%Y2YP3 目 录 关于重大资产重组标的资产减值测试审核报告 1-2 致同会计师事 骑锋= 广州市广百股份有限公司 关于重大资产重组标的资产减值测试 审核报告 致同会计师事务所(特殊普通合伙) 广州市广百股份有限公司关于重大资产重组标的资产的减值测 1-3 试报告 Thornton 47 |三 关于重大资产重组标的资产减值测试审核报告 致同专字(2025)第 440A003675号 广州市广百股份有限公司全体股东: 我们接受委托,审核了后附的广州市广百股份有限公司(以下简称广百 股份公司)管理层编制的《广州市广百股份有限公司关于重大资产重组标的 资产的减值测试报告》(以下简称资产减值测试报告)。 一、管理层的责任 按照资产减值测试报告三、本报告的编制基础编制资产减值测试报告, 并保证其真实性、完整性和准确性,不存在虚假记录、误导性陈述或重大遗 漏是广百股份公司管理层的责任。这种责任 ...

载同台 前 7 广州市广百股份有限公司 关于广州友谊集团有限公司业绩承诺 实现情况的说明 审核报告 目 录 审核报告 1-2 广州市广百股份有限公司关于广州友谊集团有限公司业绩承诺 1-3 实现情况的说明 致同会计师事务所(特殊普通合伙) 您可使用手机"扫一扫"或进入"注册会计师行业统一监管平台（http://acc.mof.gov.cn/） 您可使用手机"扫一扫"或进入"注册会计师行业统一监管平台（http://acc.mof.gov.cn）"进行查影 报告编码:京25GF63 rant Thornton 中日 广州市广百股份有限公司 关于广州友谊集团有限公司业绩承诺实现情况的说明 审核报告 致同专字(2025)第 440A003677 号 广州市广百股份有限公司全体股东: 我们接受委托,在审计了广州市广百股份有限公司(以下简称广百股份 公司）2024年12月 31日的合并及公司资产负债表,2024年度的合并及公司利 润表、合并及公司现金流量表、合并及公司股东权益变动表以及财务报表附 注的基础上,对后附的广百股份公司《关于广州友谊集团有限公司业绩承诺 实现情况的说明》(以下简称业绩承诺实现情况说明)进行了专 ...