套现超4亿元，董事长张轩松等减持永辉超市9075万股股份

Core Viewpoint - Yonghui Supermarket is facing significant challenges, evidenced by recent share reductions by executives and poor financial performance, including a substantial increase in net losses and a decline in revenue [1][2][4] Financial Performance - In the first three quarters of the year, Yonghui Supermarket reported revenue of 42.434 billion yuan, a year-on-year decrease of 22.21% [2] - The company experienced a net loss attributable to shareholders of approximately 710 million yuan, which is more than eight times larger than the loss of 77.87 million yuan in the same period last year [2] - The decline in revenue and gross margin is attributed to the company's ongoing transformation efforts, including optimizing product structure and procurement methods [2] Shareholder Actions - On November 11, Yonghui Supermarket announced that Chairman Zhang Xuansong and his associates plan to reduce their holdings by up to 90.75 million shares, representing no more than 1% of the company's total share capital [1] - The planned reduction period is from December 4, 2025, to March 3, 2026, with an estimated reduction amount of approximately 430 million yuan based on the closing price of 4.74 yuan per share on November 11 [1] - Just days prior, Vice President Luo Wenxia completed a share reduction of 10,870 shares, amounting to 49,890 yuan at a price of 4.59 yuan per share [1] Store Operations - As of the end of the third quarter, Yonghui Supermarket has closed a total of 325 stores, with 102 closures in the third quarter alone and only 2 new openings [4] - The company plans to reduce its store count to 1,000 by the end of 2023 and further down to 775 by the end of 2024 [4] - Despite the closures, same-store sales have shown positive growth due to the focus on optimizing existing stores and core transformation efforts [4] Market Reaction - As of November 12, Yonghui Supermarket's stock price fell by 2.74%, closing at 4.61 yuan per share, with a market capitalization of 41.836 billion yuan [4]