永辉大动作，前山姆高管接手了

Core Viewpoint - Yonghui Supermarket is undergoing significant organizational changes, including the appointment of a Chief Procurement Officer, to enhance its supply chain efficiency and adapt to the competitive retail environment in 2025 [1][4][20]. Group 1: Personnel Changes - Yonghui appointed She Xianping as the first Chief Procurement Officer, a newly created position aimed at centralizing procurement management [1][4]. - She Xianping has extensive experience in various retail formats, including Sam's Club, Hema, and RT-Mart, which aligns with Yonghui's strategy of integrating traditional supermarkets with quality retail and membership models [2][3]. Group 2: Organizational Restructuring - The restructuring involves moving the standard product procurement headquarters from Fuzhou to Guangzhou and eliminating redundant regional procurement departments to achieve centralized management [4][12]. - The new leadership aims to unify procurement processes, which were previously decentralized, to enhance resource integration and standardization [4][12]. Group 3: Supply Chain Strategy - Yonghui plans to implement a "naked price strategy + direct procurement model," eliminating middlemen to reduce costs and improve product quality [8][21]. - The company aims to increase its private label product share to 40% over the next 3-5 years, emulating the successful model of Sam's Club [9][21]. Group 4: Supplier Relationships - Yonghui is restructuring its supplier relationships by selecting 200 core suppliers and establishing a cooperative value creation model, moving away from traditional price negotiations [11][21]. - The company is focusing on long-term partnerships with suppliers to ensure product competitiveness and align with national policies on integrated trade [11][21]. Group 5: Financial Performance - In Q1 2025, Yonghui reported a 19.32% decline in revenue and a 79.96% drop in net profit, indicating the costs associated with the ongoing reforms [18][19]. - The company is facing challenges in balancing supply chain efficiency with localized operations while striving to enhance product offerings [20][21]. Group 6: Market Positioning - Yonghui aims to differentiate itself by focusing on a limited range of 500-800 core products to provide high cost-performance ratios, catering to evolving consumer preferences for quality and convenience [13][21]. - The company is positioning itself as a "national supermarket" with a unique Chinese identity, rather than merely replicating existing models from competitors [22][23].