12月22日，广百股份涨5.1%，截至发稿，报8.66元/股，成交5.05亿元，换手率8.75%，总市值60.70亿 元。 资料显示，广州市广百股份有限公司位于广东省广州市越秀区西湖路12号10-12楼，成立日期1990年8月 27日，上市日期2007年11月22日，公司主营业务涉及百货零售服务。主营业务收入构成为：商业 88.10%，租赁7.34%，其他(补充)4.57%。 从广百股份十大流通股东角度 数据显示，大成基金旗下1只基金位居广百股份十大流通股东。大成景恒混合A（090019）三季度新进 十大流通股东，持有股数489.36万股，占流通股的比例为0.95%。根据测算，今日浮盈赚取约205.53万 元。 大成景恒混合A（090019）成立日期2012年6月15日，最新规模6.94亿。今年以来收益41.14%，同类排 名1537/8170；近一年收益33.69%，同类排名2050/8139；成立以来收益373.9%。 大成景恒混合A（090019）基金经理为苏秉毅。 截至发稿，苏秉毅累计任职时间13年321天，现任基金资产总规模19亿元，任职期间最佳基金回报 249.11%， 任职期间最差基金回报-71 ...

A股退税商店板块短线回升，广百股份短线拉升涨超6%。 ...

广百股份今年以来股价涨20.03%，近5个交易日涨12.52%，近20日涨31.83%，近60日涨25.93%。 今年以来广百股份已经8次登上龙虎榜，最近一次登上龙虎榜为12月16日。 资料显示，广州市广百股份有限公司位于广东省广州市越秀区西湖路12号10-12楼，成立日期1990年8月 27日，上市日期2007年11月22日，公司主营业务涉及百货零售服务。主营业务收入构成为：商业 88.10%，租赁7.34%，其他(补充)4.57%。 12月22日，广百股份盘中上涨2.55%，截至11:18，报8.45元/股，成交4.29亿元，换手率7.46%，总市值 59.23亿元。 资金流向方面，主力资金净流出1159.67万元，特大单买入1531.72万元，占比3.57%，卖出1078.96万 元，占比2.52%；大单买入5498.65万元，占比12.82%，卖出7111.07万元，占比16.58%。 分红方面，广百股份A股上市后累计派现13.58亿元。近三年，累计派现4928.27万元。 机构持仓方面，截止2025年9月30日，广百股份十大流通股东中，大成景恒混合A（090019）位居第七 大流通股东，持股489. ...

12月16日，广百股份收盘2连板涨停，沪深京交易所数据显示，截至当日收盘，广百股份报8.26元/股， 成交额6.71亿元，总市值57.89亿元，封板资金4379.2万元，2个交易日2次涨停。 异动原因 涨跌停原因： 1. 行业层面：中央经济工作会议将扩大内需列为明年重点任务之首，多部门推出具体政策举措，内需相 关行业获政策利好支撑。 2. 公司层面： - 作为广州销售规模最大的百货零售龙头，直接受益扩内需政策红利； - 推进数智化转型，首创"66电商节"实现线上线下联动，拓展免税店等新业态； - 广州市内首家免税店已在旗下广州友谊国金商店首层落地运营，助力活跃入境消费； - 最终控制人为广州市国资委，具备国企改革属性。 业绩方面，2025年1月-9月，广百股份实现营业收入27.87亿元，同比减少31.60%；归属净利润-3099.74 万元，同比减少159.01%。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 来源：市场资讯 ...

Group 1: Retail Sector Performance - Major consumer stocks, particularly in retail, duty-free, and food and beverage sectors, showed strong performance on December 19, with notable gains in various companies [1] - Central Plaza and Shanghai Jiubai achieved consecutive gains, while Debi Group, Dalian Friendship, and Dongbai Group hit the daily limit up, with New World rising by 9% [1] - Key retail stocks and their performance include: - Debi Group: +19.99% at 22.51 - Central Plaza: +10.04% at 5.15 - Shanghai Jiubai: +10.02% at 11.09 - Dalian Friendship: +10.01% at 9.12 - Dongbai Group: +9.99% at 18.93 - New World: +9.00% at 9.69 [2] Group 2: Food and Beverage Sector Performance - The food and beverage sector also saw significant gains, with Huanlejia rising over 13%, and Hongmian Co. and Zhuangyuan Ranch hitting the daily limit up [1] - Key food and beverage stocks and their performance include: - Huanlejia: +13.19% at 32.61 - Hongmian Co.: +10.03% at 3.73 - Zhuangyuan Ranch: +9.99% at 13.65 - Knight Dairy: +9.49% at 11.77 [3] Group 3: Duty-Free Sector Performance - The duty-free sector experienced positive movement, with China Duty Free Group rising nearly 7%, and other companies like Guangbai Co. and Nanning Department Store also seeing gains [1] - Key duty-free stocks and their performance include: - China Duty Free Group: +6.92% at 81.79 - Guangbai Co.: +4.80% at 8.29 - Nanning Department Store: +4.58% at 7.08 [4]

Core Viewpoint - The retail sector in the A-share market has shown signs of recovery after a prolonged period of decline, driven by recent favorable policies and a shift in consumer behavior towards increased domestic demand [6][9][30]. Group 1: Market Performance - The leading retail company, Yonghui Supermarket, has seen its stock price drop nearly 70% since April 2020, prior to the recent market rally [1]. - Other retail companies, such as Dongbai Group, have also experienced stagnant performance, with many retail stocks recently showing significant gains, including multiple trading halts due to price increases [3][9]. Group 2: Policy Support - Recent government policies emphasize the importance of domestic demand and consumer spending, with the central economic work conference prioritizing the construction of a strong domestic market [7]. - The National Development and Reform Commission has reiterated its commitment to expanding domestic demand and enhancing consumer capacity, indicating a clear intention to boost consumption [7][8]. Group 3: Economic Indicators - In the first nine months of 2025, the value added by wholesale and retail industries grew by 5.6%, maintaining a stable GDP contribution of 10.3% [11]. - Retail sales increased by 4.6%, with physical retail formats like convenience stores and supermarkets showing growth [12][13]. Group 4: Industry Challenges - The retail industry has faced unprecedented challenges, particularly from e-commerce, which has permanently shifted consumer behavior towards online shopping [18]. - Traditional retailers are experiencing rising operational costs, which are squeezing profit margins, leading to significant performance disparities among companies [18][20]. Group 5: Transformation and New Trends - The retail sector is undergoing a transformation from a focus on scale expansion to high-quality development, emphasizing customer experience over mere product sales [20][28]. - New retail formats are emerging, with companies like Hema and discount stores expanding rapidly, indicating a shift in competitive dynamics within the industry [25][27]. Group 6: Future Outlook - Despite recent positive signals, the retail sector's fundamental challenges remain, with ongoing adjustments and potential for further differentiation among companies based on their ability to adapt [30].

Core Viewpoint - The retail sector in A-shares has been underperforming for several years, but recent policy support and market enthusiasm may signal a potential turnaround for the industry [2][6][8]. Group 1: Market Conditions and Policy Support - The retail sector has seen a collective uptick recently, driven by a series of favorable policies aimed at boosting domestic consumption [6][8]. - The Central Economic Work Conference prioritized "domestic demand" as a key task, emphasizing the need to enhance consumer willingness and capacity [9][10]. - The Ministry of Commerce has redefined the retail sector's role as a crucial component in building a complete domestic demand system [11][12]. - Upcoming policies are expected to stimulate consumption, particularly in service-oriented sectors [10][13]. Group 2: Economic Indicators - From January to September 2025, the value added by wholesale and retail industries grew by 5.6%, maintaining a stable GDP contribution of 10.3% [15]. - Retail sales increased by 4.6%, with physical retail formats like convenience stores and supermarkets showing growth [16][17]. - The approaching Spring Festival is anticipated to further boost offline retail activities, contributing to a positive market sentiment [18]. Group 3: Market Behavior and Valuation - Consumer stocks have shown signs of recovery, with valuations at historically low levels; for instance, the food and beverage sector's latest P/E ratio is 20.36, at a percentile of 7.05% [19][20]. - The prolonged period of low valuations has created a technical rebound demand in the retail sector [21][22]. Group 4: Industry Challenges and Transformations - The retail industry has faced unprecedented challenges, particularly from e-commerce, which has permanently shifted consumer behavior towards online shopping [24][25][28]. - Traditional retailers are experiencing rising operational costs, which are squeezing profit margins [29]. - Performance disparities among retail companies are evident, with some struggling to adapt while others, like Bubu Gao, have seen significant revenue growth due to successful transformations [32][36]. Group 5: New Business Models and Innovations - The retail landscape is evolving, with a shift from mere product sales to enhancing customer experiences [38][39]. - Companies are increasingly focusing on operational efficiency and cost control, with strategies like closing underperforming stores and optimizing organizational structures [42][43]. - New retail formats, such as discount stores and instant retail, are emerging, intensifying competition within the sector [45][46]. Group 6: Future Outlook - The retail sector is at a crossroads, with the potential for recovery tempered by ongoing challenges from e-commerce and changing consumer behaviors [58][62]. - While leading companies may benefit from valuation rebounds, those unable to adapt may face continued difficulties [63].

| 名称 | 涨跌幅 ▼ 现价 | | --- | --- | | 永辉超市 | 10.10% 5.56 | | 百大集团 | 10.02% 14.38 | | 欧亚集团 | 10.02% 14.38 | | 中央商场 | 10.00% 4.62 | | 广百股份 | 9.99% 8.26 | | 红旗连锁 | 9.95% 6.85 | | 利群股份 | 9.91% 4.99 | | 茂业商业 | 6.90% 6.97 | | 家家悦 | 5.72% 12.19 | | 三江购物 | 5.73% 15.31 | 上证报中国证券网讯（记者 于祥明）截至12月16日13点30分，零售消费概念板块持续活跃，红旗连 锁、永辉超市、百大集团、中央商场等多股涨停。家家悦、重庆百货、王府井、茂业商业、天虹股份、 三江购物等多股跟涨。 消息面上，国家统计局有关负责人近日表示，从累计增速来看，今年我国社会消费品零售总额增长好于 去年。11月份，全国社会消费品零售总额43898亿元，同比增长1.3%。 ...

（编辑 任世碧） 证券日报网讯 12月16日晚间，广百股份发布公告称，公司2025年12月15日和12月16日连续两个交易日 收盘价格涨幅偏离值累计达到20%以上，属于股票交易异常波动的情况。经核实，公司前期披露的信息 不存在需要更正、补充之处；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；近期公司经营情况正常，内外部经营环境未发生重大变化。 ...

12月16日，A股三大指数低开低走，全天震荡调整。其中，消费方向迎爆发式行情，零售板块掀起涨停 潮，百大集团四连板，永辉超市、欧亚集团、中央商场、广百股份等多股强势涨停。 消息面上，近日，商务部、中国人民银行、金融监管总局联合印发《关于加强商务和金融协同更大力度 提振消费的通知》，提出3方面11条政策措施，包括深化商务和金融系统协作、加大消费重点领域金融 支持、扩大政金企对接合作。 开源证券表示，线下零售企业持续推进调改，从卖"货"到卖"服务和体验"，发挥线下优势结合多维异业 布局拓展，吸引流量回归；线上跨境电商企业有望随降息通道进入需求改善阶段，叠加AI智能化布局 优势，有望进一步提升市场份额。看好顺应趋势变革探索的线下零售企业和AI赋能跨境电商龙头。 （文章来源：21世纪经济报道） ...