Winka Times(SH:603101) Sou Hu Cai Jing·2025-10-29 13:49Core Insights - The company reported a revenue of 1.868 billion yuan for the first three quarters of 2025, a year-on-year increase of 1.18%, and a net profit of 80.41 million yuan, reflecting a significant growth of 60.05% compared to the previous year [1] - The third quarter performance showed a revenue of 597 million yuan, remaining stable compared to the previous period, with a net profit of 13.36 million yuan, up 48.23% year-on-year [1] - The company's business upgrades, including supermarket renovations, supply chain optimization, and digital transformation, have solidified its leading position in the Xinjiang retail market [1] Revenue and Profit Performance - For the first three quarters, the company achieved a net profit of 80.41 million yuan, with a year-on-year growth of 60.05% [1] - The net profit for the third quarter was 13.36 million yuan, representing a year-on-year increase of 48.23% [1] - The company's net profit after deducting non-recurring gains and losses reached 74.11 million yuan, marking an impressive growth of 86.65% compared to the same period last year [1] Business Upgrades and Strategies - The company is actively implementing a "learning from Pang Donglai" upgrade strategy for its supermarkets, with the first upgraded store in Urumqi achieving a first-day sales of 2.44 million yuan, a 286% increase year-on-year [2] - The company has completed upgrades for 8 supermarket stores across 7 cities, enhancing consumer engagement and sales performance [2] - The company is focusing on supply chain optimization and service upgrades to maintain its retail leadership in Xinjiang, with six major supply chains established [3] Digital Transformation and E-commerce - The company is leveraging big data and AI for a comprehensive digital transformation, enhancing operational efficiency across various departments [4] - A "warehouse-store integration" model is being developed to facilitate instant delivery and expand e-commerce capabilities [4] - The company is exploring low-altitude logistics as a new growth avenue, capitalizing on policy advantages to improve product distribution efficiency in remote areas [4]