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汇嘉时代:7月31日接受机构调研,中信证券、五矿证券等多家机构参与
Zheng Quan Zhi Xing·2025-08-01 09:09

Core Viewpoint - The company, 汇嘉时代, has shown a modest growth in revenue and significant improvements in net profit, while also undergoing strategic transformations in its operations and supply chain management [2][8]. Financial Performance - In the first half of the year, the company achieved a revenue of 1.271 billion yuan, representing a year-on-year increase of 2.29% [2][8]. - The net profit attributable to shareholders reached 67.05 million yuan, up 62.64% year-on-year, while the net profit excluding non-recurring items was 63.15 million yuan, reflecting a 75.98% increase [8]. - For the second quarter, the company reported a revenue of 545 million yuan, a 1.32% increase year-on-year, and a net profit of 10.18 million yuan, which is a remarkable 195.45% increase [8]. Supply Chain Optimization - The company has implemented a supply chain optimization strategy by joining the "盛德美" shared warehouse system of 河南大张集团, which has helped reduce logistics costs and shorten inventory turnover days [2]. - An automatic replenishment system has been introduced, leading to a continuous decrease in fresh product loss rates and significant optimization of logistics costs [2]. Store Renovation and Opening Plans - The 北京路购物中心超市 has been undergoing renovations since June 3, with a focus on improving product offerings, pricing, store environment, and customer service [3][4]. - The renovated store is expected to reopen on August 16 [5]. - The company plans to open a new shopping center project in 天北新区, with the supermarket expected to start operations by the end of this year and the department store by mid-2026 [6]. Promotional Activities - The company actively participated in the "以旧换新" promotion policy, which began in January 2025, resulting in sales of approximately 80 million yuan, a year-on-year increase of about 81% [7]. Digital Transformation - The company has accelerated its digital transformation by introducing the 飞书 intelligent collaboration platform, enhancing store management, organizational efficiency, and cross-departmental collaboration [8].