Group 1 - The A-share retail sector continues to show strong performance, with multiple stocks hitting the daily limit up, indicating high market confidence in the retail industry's growth prospects [1][3] - Notable stocks that reached the limit up include Yonghui Supermarket, Central Plaza, Meikailong, and others, with Dongbai Group achieving a four-day limit up and Yonghui Supermarket a three-day limit up [1][2] - The National Retail Innovation Development Conference held on December 9-10 is a significant catalyst for the retail sector's strength, with the Ministry of Commerce emphasizing the importance of retail in fostering a complete domestic demand system [3][4] Group 2 - The retail industry has made substantial contributions to consumption and investment since the 14th Five-Year Plan, with a projected 3.5% year-on-year growth in national social retail sales in 2024, showcasing strong resilience [3] - Different retail formats, including convenience stores and supermarkets, have shown positive year-on-year growth rates in the first three quarters of 2025, indicating a collaborative development among various retail formats [3] - The Ministry of Commerce highlighted the need for improvements in network layout, supply-demand matching, and the balance between online and offline operations, advocating for high-quality goods and services to attract consumers [3][4] Group 3 - Analysts predict that consumer recovery will be the main theme for the retail industry by 2026, suggesting a focus on high-quality segments with both short-term recovery potential and long-term growth [4] - The successful conclusion of the National Retail Innovation Development Conference is expected to provide new development opportunities for retail enterprises and favorable investment targets for investors [4] - Investors are encouraged to focus on retail companies with core competitiveness and long-term development potential to share in the industry's growth dividends [4]

证券日报网讯12月4日晚间，步步高（002251）发布公告称，2025年12月4日，步步高集团与湘潭产投投 资签署《表决权放弃协议之终止协议》，步步高集团恢复其所持有的全部步步高股票的表决权。 ...

格隆汇12月4日丨步步高（维权）(002251.SZ)公布，步步高集团与湘潭产投投资签署《步步高商业连锁 股份有限公司表决权放弃协议之终止协议》，双方一致同意并确认《表决权放弃协议》终止，步步高集 团恢复其所持有的全部步步高股票的表决权。 ...

证券代码：002251 证券简称：步步高 公告编号：2025-056 步步高商业连锁股份有限公司 关于公司股东表决权恢复暨权益变动的提示性公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，不存在虚假记载、误 导性陈述或重大遗漏。 特别提示： 1、本次事项属于公司股东所持公司股份表决权恢复，未触及要约收购。 2、本次事项不会导致公司控股股东及实际控制人发生变化。 一、 本次权益变动情况概述 2023 年 1 月 11 日，步步高投资集团股份有限公司（以下简称"步步高集团"） 与湘潭产投产兴并购投资合伙企业（有限合伙）（以下简称"湘潭产投投资"） 签署了《股份转让协议》《表决权放弃协议》，步步高集团将所持上市公司 86,390,395 股股份（占当时上市公司总股本的 10%）以协议转让方式转让给湘潭 产投投资，转让价款合计为人民币 517,910,418.03 元，折合每股转让价格为 5.995 元；步步高集团将放弃其剩余所持上市公司全部 215,850,738 股股份（占当时上 市公司总股本的 24.99%）对应的表决权。具体内容详见公司于 2023 年 1 月 16 日披露的《关于控股股东签署股份转 ...

步步高商业连锁股份有限公司 简式权益变动报告书 上市公司名称：步步高商业连锁股份有限公司 股票上市地点：深圳证券交易所 股票简称：步步高 股票代码：002251.SZ 信息披露义务人一：步步高投资集团股份有限公司 住所：湘潭市雨湖区昭潭街道韶山西路 309 号步步高大厦 通讯地址：湘潭市雨湖区昭潭街道韶山西路 309 号步步高大厦 股份变动性质：表决权恢复，拥有表决权的股份数量增加 信息披露义务人二：张海霞 住所：湖南省长沙市**** 通讯地址：长沙高新开发区枫林三路 1083 号步步高梅溪商业中心 A 区 1301 股份变动性质：持股数量不变，拥有表决权的股份数量不变 签署日期：2025 年 12 月 4 日 1 信息披露义务人声明 本部分所述词语或简称与本报告书"释义"所述词语或简称具有相同含义。 一、本报告书系信息披露义务人依据《中华人民共和国证券法》、《上市公 司收购管理办法》、《公开发行证券的公司信息披露内容与格式准则第 15 号—— 权益变动报告书》及相关法律、法规和规范性文件编写。 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不 违反信息披露义务人所任职或持有权益公司的章程或内 ...

Core Viewpoint - The announcement reveals that the largest shareholder of the company, Bubu Gao Investment Group, has had 193 million shares frozen by the Xiangtan Intermediate People's Court as a protective measure during the company's restructuring process, which is not indicative of an escalation in risk but rather a step to prevent asset loss [1][2]. Group 1: Shareholder and Share Information - Bubu Gao Investment Group's frozen shares account for 7.19% of the company's total equity, with the freeze lasting until November 19, 2028 [1][4]. - The group has pledged 186 million shares, representing 96.47% of its holdings and 6.94% of the company's total shares [2]. - The shares frozen are all unrestricted circulating shares, and the freezing is a protective measure to ensure the smooth progress of the restructuring process [2][4]. Group 2: Financial Performance and Restructuring - The company reported a net profit of 225 million yuan for the first three quarters of 2025, showing a significant year-on-year increase, indicating early signs of operational improvement [1][4]. - The company’s revenue for the first three quarters of 2025 reached 3.194 billion yuan, a year-on-year growth of 26.48%, with notable increases in supermarket sales [4]. - The restructuring process has entered a critical execution phase, with a second creditors' meeting held to approve the merger restructuring plan, ensuring full repayment of employee and tax debts [4].

南方财经12月3日电，零售板块盘初调整，茂业商业触及跌停，东百集团跌超6%，国光连锁、步步高、 广百股份纷纷下跌。 ...

步步高商业连锁股份有限公司 关于公司股东股份被司法冻结的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，不存在虚假记载、误 导性陈述或重大遗漏。 步步高商业连锁股份有限公司（以下简称"公司"）于近日接到步步高投资 集团股份有限公司（以下简称"步步高集团"）的通知，获悉步步高集团持有的 公司股份被湖南省湘潭市中级人民法院（以下简称"湘潭中院"）进行了司法冻 结，现将有关事项公告如下： | | 是否 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 为控 | | | | | | | | | | 股股 | | | | 是 | | | | | | 东或 | 本次被司 | 占其所 | 占公 | 否 | | | 司法冻 | | 股东名 | 第一 | 法冻结股 | 持股份 | 司总 | 为 | 司法冻结 | 解冻日期 | 结执行 | | 称 | 大股 | | | 股本 | 限 | 起始日 | | | | | 东及 | 份数量 | 比例 | 比例 | 售 | | | 人名称 | | | 其一 | | | | 股 ...

Market Overview - On December 2, the Hunan state-owned enterprise reform sector fell by 0.89% compared to the previous trading day, with Lingpai Technology leading the decline [1] - The Shanghai Composite Index closed at 3897.71, down 0.42%, while the Shenzhen Component Index closed at 13056.7, down 0.68% [1] Stock Performance - Notable gainers in the Hunan state-owned enterprise reform sector included: - Xue Tian Salt Industry (600929) with a closing price of 6.15, up 4.95% on a trading volume of 344,100 shares and a turnover of 208 million yuan [1] - Jin Jian Rice Industry (600127) closed at 7.20, up 4.35% with a trading volume of 659,000 shares and a turnover of 471 million yuan [1] - Conversely, Lingpai Technology (300530) saw a significant decline, closing at 28.13, down 4.16% with a trading volume of 30,100 shares and a turnover of 85.81 million yuan [2] Capital Flow - The Hunan state-owned enterprise reform sector experienced a net outflow of 284 million yuan from institutional investors, while retail investors saw a net inflow of 409 million yuan [2] - The capital flow for specific stocks showed: - Bubu Gao (002251) had a net inflow of 62.28 million yuan from institutional investors, but a net outflow of 21.49 million yuan from retail investors [3] - Jin Jian Rice Industry (600127) also had a net inflow of 43.58 million yuan from institutional investors, with a net outflow of 28.97 million yuan from retail investors [3]

Core Insights - The general retail sector experienced a slight increase of 0.36% on December 2, with Maoye Commercial leading the gains [1] - The Shanghai Composite Index closed at 3897.71, down 0.42%, while the Shenzhen Component Index closed at 13056.7, down 0.68% [1] Retail Sector Performance - Maoye Commercial (600828) saw a significant increase of 9.93%, closing at 6.53, with a trading volume of 1.37 million shares and a transaction value of 842 million yuan [1] - Dongbai Group (600693) increased by 6.38%, closing at 11.00, with a trading volume of 1.87 million shares and a transaction value of 2.006 billion yuan [1] - Other notable performers included Dae Oriental (600327) up 5.33%, He Bai Group (000417) up 4.42%, and New World (600628) up 3.52% [1] Decliners in Retail Sector - Sanjiang Shopping (601116) decreased by 3.43%, closing at 15.77, with a trading volume of 435,800 shares and a transaction value of 701 million yuan [2] - Zhejiang Dongri (600113) fell by 2.19%, closing at 54.50, with a trading volume of 37,300 shares and a transaction value of 203 million yuan [2] - Other notable decliners included Agricultural Products (000061) down 1.66% and Juran Smart Home (000785) down 1.61% [2] Capital Flow Analysis - The general retail sector saw a net inflow of 300 million yuan from institutional investors, while retail investors experienced a net inflow of 51.18 million yuan [2] - Notable net inflows from institutional investors included He Bai Group (000417) with 90.44 million yuan and Step by Step High (002251) with 62.28 million yuan [3] - Conversely, Dongbai Group (600693) and Maoye Commercial (600828) experienced significant net outflows from retail investors, with -98.21 million yuan and -72.02 million yuan respectively [3]