永辉超市上半年大亏2.4亿元，关闭亏损门店227家

Core Viewpoint - Yonghui Supermarket reported a significant decline in revenue and a net loss in the first half of 2025, primarily due to strategic transformations and the closure of unprofitable stores [1][11]. Financial Performance - The company achieved an operating income of 29.95 billion yuan, a year-on-year decrease of 20.73% [2]. - The net profit attributable to shareholders was a loss of 240.57 million yuan, compared to a profit of 275.31 million yuan in the same period last year [2][3]. - The total profit was reported as a loss of 207.06 million yuan, with a comprehensive gross margin of 20.80%, down 0.78 percentage points from the previous year [3]. Strategic Changes - The revenue decline is attributed to the company's deep strategic transformation initiated in the second half of 2024, which included closing long-term loss-making stores and undergoing store renovations [2][3]. - During the reporting period, the company closed 227 loss-making stores, incurring costs related to lease and personnel compensation, as well as asset write-offs [3]. Online Business Development - In the first half of 2025, online business revenue reached 5.49 billion yuan, accounting for 18.33% of total revenue, with a reduction in losses by 34.75 million yuan compared to the previous year [4]. - The self-operated home delivery service achieved sales of 3.14 billion yuan, with an average daily order volume of 216,000 [4]. Store Network Optimization - The company added 4 new stores during the reporting period, bringing the total number of operating stores to 552 across 26 provinces and municipalities [4]. - As of June 30, 2025, a total of 124 renovated stores were operational [4]. Future Plans - The company plans to further enhance its transformation efforts, focusing on core suppliers and key products, with a goal of incubating 100 billion-yuan level products over the next three years [9]. - Yonghui aims to close 200 stores as part of its ongoing transformation strategy [9].