北京商报讯（记者 赵述评 实习记者 毛思怡）1月31日，永辉超市北京龙湖长楹天街店经一个多月闭店调改后重新开业，该店也是永辉在北京的最后一家调 改门店。至此，永辉在北京及环京区域的21家门店全部完成自主调改。接下来，永辉将进入下一阶段的精细化运营，对现有门店启动"二改"计划，主要围绕 人员培训、商品优化、服务提质等方面。 "当前阶段的调改更像是'打好基础'，后续将重点围绕员工技能培训、商品体系研发等方面，开展更为精细化的运营改造。"永辉超市北京大区副总经理、调 改总负责人杨子亮在接受北京商报记者采访时，给出了2026年永辉学习胖东来模式后的调改效果与下一步规划。 此前，在北京市商业联合会和北京商报社联合主办的2025年度（第十九届）北京商业论坛上，杨子亮表示，永辉超市于2024至2025年间系统性推进"向东来 学习"调改，这一动作本身成为一项"爆品级"体验。调改并非局限于单品，而是围绕商品结构、卖场环境与人文服务展开全方位重塑，实现了从商品到服 务、再到顾客认知的整体升级。 作为永辉北京最后一家调改门店，龙湖长楹天街店将商品作为调改核心，对原有商品进行大幅汰换，整体汰换率超70%，其中生鲜品汰换率高达76%。 ...

调改后的商品结构，达到胖东来商品结构的80%以上。 经过51天的闭店整改，北京长楹天街购物中心永辉超市（601933）于1月31日开业。北京商报小编咨询 客服了解到，这也是北京第20家"学习胖东来"模式的调改店。 调改后，上述门店对商品结构进行优化，引入了更多的熟食和烘焙商品，并提升了卖场现制现售的能 力。 食用百货类商品重新规划后，单品数达到7685支，新引入单品占比54.4%，引入56支胖东来自有品牌商 品。调改后的商品结构，达到胖东来商品结构的80%以上。 除此之外，还打造了顾客休息区，完善洗手台、免费茶饮等30项便民服务；湿手器、保温袋等20项细节 服务。 北京商报小编发现，上周末，永辉超市长楹天街店举办了美食品鉴会，提前邀请老顾客试吃并打分提出 整改意见。美食品鉴会是在上周六、日的15:00-16:00举行，但不少顾客提前2小时就来排队。 感受一下美食品鉴会的长队↓↓ 小编14:00到达，尝试从队尾走到队首，用了1分32秒。 住在附近的网友在社交媒体上表达了对长楹天街永辉超市开业的期待，也有不少参与美食品鉴会的网友 分享了自己的体验。 截至2025年年末，永辉门店总数精简至403家，其中315家已完 ...

随着第一阶段规模化调改收官，永辉超市正式进入第二阶段深化运营调改期。公司CEO王守诚表示，新 阶段将围绕"商品场景化"核心，从文化提级、组织提效、商品提质、场景提销四个维度持续深耕，通过 打造区域示范门店、优化运营标准，全面提升消费体验与经营质量。 商品方面，食品用品通过持续汰换，力推"品质永辉"自有品牌及"永辉定制"系列，其中"品质永辉"2025 年上新近60支单品，2026年规划开发200支。3R（即食即烹即热）商品及烘焙业务增长迅猛，全国烘焙 日店均销售额同比增幅超500%，元旦期间3R销售增速超200%。 1月30日，永辉超市（601933）官方微信公众号发文称，1月30日至31日，永辉在广州、兰州、合肥、镇 江、北京五城同步迎来门店焕新开业，为历时一年的规模化调改画上句号。截至目前，永辉已完成调改 的门店总数突破300家，标志着以"商品力+场景力"为核心的自主运营模式实现全面落地，并正式迈入 以"深化细节、场景提效"为重点的第二阶段调改周期。 ...

Core Insights - Yonghui Supermarket has officially opened its Guangzhou Zhengjia Plaza store, marking the eighth location in the city and indicating an accelerated expansion phase in the South China market [1][2] - The Zhengjia Plaza store is situated in the core area of the Tianhe business district, which is a national AAAA-level tourist attraction and a cultural and commercial complex, expected to attract over 50 million visitors in 2024 [1] - On the first day of the New Year holiday, the store recorded a single-day foot traffic exceeding 280,000 [1] Company Strategy - Yonghui Supermarket aims to appeal to younger consumers with modern products and immersive experiences, positioning the Zhengjia Plaza store as a preferred destination for families to purchase New Year goods and as a reliable neighborhood store for daily quality living [2]

永辉超市股份有限公司二〇二六年第一次临时股东会 会议资料 永辉超市股份有限公司 二〇二六年第一次临时股东会会议资料 | 永辉超市股份有限公司二〇二六年第一次临时股东会会议议程 3 | | --- | | 永辉超市股份有限公司二〇二六年第一次临时股东会会议议案 4 | 2 永辉超市股份有限公司二〇二六年第一次临时股东会 会议资料 永辉超市股份有限公司 二〇二六年第一次临时股东会会议议程 二〇二六年一月 1 永辉超市股份有限公司二〇二六年第一次临时股东会 会议资料 目 录 3 三、 股东发言 四、 宣读表决方法 五、 投票表决 六、 宣读现场表决结果 七、 律师宣读本次股东会法律意见书 永辉超市股份有限公司二〇二六年第一次临时股东会 会议资料 永辉超市股份有限公司 二〇二六年第一次临时股东会会议议案 议案一：关于公司 2025 年度关联交易执行情况及 2026 年 关联交易计划的议案 一、 宣布股东签到及确认到会情况 二、 议案简介: | 序号 | | 非累积投票议案名称 | | --- | --- | --- | | | 关于公司 | 年度关联交易执行情况及 年关联交易计划的议 2025 2026 | | 1 ...

Core Insights - Yonghui Supermarket has officially opened its Guangzhou Zhengjia Plaza store, marking its eighth store in Guangzhou and accelerating its expansion in the South China market [1][2] - The new store aims to attract young consumers by offering a modern shopping experience and a diverse range of quality products, positioning itself as a reliable choice for daily life [1][2] Group 1 - The Zhengjia Plaza store is the fifth "Fat Yonghui" in the urban area of Guangzhou, focusing on young and trendy products to enhance the shopping experience [1] - The store features a total of 5,442 carefully selected products, including 45 new popular items from well-known brands, with imported goods accounting for 13.2% of the offerings [2] - The store aims to create an immersive shopping environment that combines entertainment and social interaction, appealing to young families and consumers seeking quality and trendy products [2] Group 2 - The store's design emphasizes a fun and engaging shopping experience, with unique offerings such as themed decorations from popular IPs like Sanrio and My Little Pony, which have quickly become popular among young consumers [2] - The integration of traditional cultural elements with modern trends aims to attract younger shoppers, encouraging them to choose Yonghui over traditional markets for their festive shopping needs [2]

Core Viewpoint - The recent temporary closure of Yonghui Supermarket's Hongkun Plaza store in Beijing has raised concerns, but the store has now resumed operations after addressing issues with the property management [1][2]. Group 1: Store Operations - Yonghui Supermarket's Hongkun Plaza store was closed for nearly a week due to issues with the property management, which included the inability to access the main entrance [1]. - The store has now officially resumed operations, with sufficient product supply and all staff in place [1]. - The closure was attributed to the property management's unilateral actions, including cutting off water and heating, which hindered normal operations [2]. Group 2: Financial and Operational Context - The Hongkun Plaza store is the third location in Beijing to undergo a transformation aimed at emulating the successful model of "Fat Donglai" [1]. - Since its reopening after renovation in March of the previous year, the store has served the local community for nearly 10 months [2]. - Yonghui Supermarket has been facing financial challenges, with a projected loss of 2.14 billion yuan for 2025, compared to a loss of 1.47 billion yuan in the previous year, marking the fifth consecutive year of losses [3].

当前时点如何看消费顺周期？20260129 摘要 房地产市场：预计 2027 年接近底部，短期一线城市二手房成交量回升， 价格跌幅收窄，政策稳定预期，显示边际向好信号。关注未来超常规政 策如房贷结构性工具、公积金降息及城市更新货币化安置。 货币政策与流动性：央行维持低利率，定期存款到期或转向理财及权益 市场，活期存款增加，资金更易流入资本市场。地产板块持仓比例仅 0.4%，刷新历史新低，估值修复迅速。 财政政策与消费：财政支出倾斜社保民生等领域，多地发放消费券支撑 春节消费，1 月政府债同比多增，表明财政前置发力。2026 年一季度经 济量价预计整体提升。 通胀预期：春节临近及季节性因素致蔬菜、水果、白酒价格上涨，国际 金属价格上行推动 PPI 向 CPI 传导，预计 2026 年 CPI 中枢高于去年。 白酒板块持仓降至新低，有望迎来反弹。 消费品市场：大众品复苏节奏超前于白酒，连锁业态维持高景气，规模 效应提升利润率。调味品板块库存消化完毕，进入发货周期，餐饮供应 链复苏，经销商备货积极。 Q&A 当前如何看待消费顺周期的表现？ 当前消费顺周期的表现主要受到几个因素的影响。首先，从地产层面来看，我 们总结 ...

（企业视频号） 1月29日，北京永辉超市（601933）于微信视频号发布公告称，永辉超市北京鸿坤广场店于2026年1月29 日（星期四）正式恢复营业。目前，门店已全面做好运营准备，商品供应充足，全体员工均已就位，永 辉超市将继续为社区居民提供日常所需的商品与服务。 ...

Core Insights - The pre-prepared food market is transitioning from an efficiency solution in the restaurant industry to a regular choice for family daily and festive needs, driven by the younger generation's changing consumption habits [1] - The market penetration of pre-prepared foods in China is currently only 10%-15%, compared to over 60% in mature markets like the US and Japan, indicating significant growth potential [1] Industry Overview - The development of the pre-prepared food industry is driven by both supply and demand sides, with the industrialization and standardization of restaurant kitchens and the rising demand for convenient cooking at home [1] - The upcoming national standards for pre-prepared foods signify a speeding up of industry normalization, benefiting leading companies with strict quality control systems [1][4] Company Strategy - Qianwei Central Kitchen (千味央厨) has established a dual-driven development strategy focusing on strengthening its B-end business while expanding into the C-end market through e-commerce and new retail channels [2] - The company has successfully introduced its products into mainstream new retail channels such as Hema, Walmart, and Yonghui, positively impacting its overall revenue [2] Financial Performance - In the first three quarters of 2025, Qianwei Central Kitchen achieved total revenue of 1.378 billion yuan, a year-on-year increase of 1%, with the third quarter revenue reaching 492 million yuan, up 4.27% year-on-year [2] - The performance of direct and new retail channels has outperformed distribution channels, with significant contributions from new retail clients like Hema [2] Market Positioning - Qianwei Central Kitchen is leveraging a multi-brand matrix to segment and cover the market, with brands like "Xingkefang" and "Yuzhicao" establishing flagship stores on major e-commerce platforms [3] - The company has the potential to enter high-end membership supermarkets like Sam's Club, which require high product differentiation and stable quality [3] Future Outlook - With the impending implementation of national standards, the trend towards industry normalization and increased concentration is expected to become clearer, enhancing Qianwei Central Kitchen's competitive advantages in the C-end market [4] - The company's growth potential is anticipated to be further released as it expands into more C-end new channels, indicating promising long-term growth opportunities [4]