上半年预亏2.4亿，永辉超市CEO仍悬而未决

Core Viewpoint - Yonghui Supermarket is facing significant losses in the first half of 2025, with a projected net profit attributable to shareholders of -240 million yuan, compared to a profit of 280 million yuan in the same period of 2024 [1] Group 1: Store Renovation and Performance - As of mid-July 2025, Yonghui Supermarket has completed renovations on 132 stores, accounting for approximately 25% of its total stores, with plans to exceed 178 renovated stores by the end of August 2025 [4] - The company has closed 227 underperforming stores in the first half of 2025, leading to costs associated with lease compensation, personnel compensation, and asset write-offs [2][4] - The renovation of stores based on the "Pang Donglai model" has shown positive short-term effects, with significant increases in customer traffic and sales in newly renovated stores [5][7] Group 2: Financial Performance and Losses - In the second half of 2024, the company reported a loss of approximately 1.74 billion yuan, continuing into the first half of 2025 [5] - The company is undergoing a major transformation, with a goal to complete renovations on over half of its stores by the Lunar New Year in 2026 [4][5] Group 3: Management Changes - In March 2025, a new board of directors was formed, with significant representation from Miniso, which became the largest shareholder by acquiring 29.4% of Yonghui Supermarket [7][8] - The CEO position remains vacant following the resignation of Li Songfeng in March 2025, with the reform leadership group currently acting in this capacity [8]