大润发母公司高鑫零售 在港交所发布公告称， 公司暂时无法 与执行董事兼首席执行官李卫平 取得联系。 2月4日， 公告称，公司董事确信，该事项与集团之业务及营运并无关联。有鉴于此，董事会认为，该事项对集团 并无重大不利影响，且集团的业务及营运维持正常。在此期间，集团的日常业务营运及管理将由董事会 主席华裕能暂时负责。 李卫平 资料图 谈及业务发展，高鑫零售表示，当前，公司各项经营活动正常有序推进，年货销售旺季相关工作稳步开 展，商品供应、服务保障等均未受到影响。为确保公司运营的稳定性与连续性，目前相关经营管理工作 已由高鑫零售董事会主席华裕能统筹代管，四大区的区总和集团高管协同配合，全面保障各项管理工作 平稳落地、业务有序推进。 值得一提的是，李卫平此时进入高鑫零售担任CEO一职不足三个月。根据公告，李卫平作为高鑫零售 CEO，享有固定年薪336万元，以及每年管理层分红。 据公开资料，李卫平此前担任盒马首席商品官，拥有26年零售行业经验，曾任盒马华北北京大区总经 理、盒马鲜生业态首席执行官及盒马首席商品官，离任前任职于盒马总裁办。在就职盒马前，李卫平任 职于乐天超市有限公司，曾担任其法定代表人及乐天华北区总经理 ...

Core Viewpoint - The CEO of Gao Xin Retail, the parent company of RT-Mart, Li Weiping, has been taken by the police for investigation, but the company claims this will not significantly impact its operations [1][3]. Group 1: Company Leadership and Management Changes - Li Weiping took over as CEO of Gao Xin Retail just two months ago, succeeding Shen Hui, who resigned for personal reasons [3]. - Li Weiping has 26 years of experience in the retail industry and has held various significant positions in companies like China Resources and Hema [3]. - Gao Xin Retail has signed a three-year service agreement with Li Weiping, aiming to implement a strategic transformation during his tenure [3]. Group 2: Strategic Initiatives and Performance - Gao Xin Retail is currently focused on a "three-year strategy" aimed at transforming its business model and improving operational efficiency [6]. - The company operates under several brands, including "RT-Mart" and "M Membership Store," with a total of 462 hypermarkets and 32 supermarkets across 29 provinces [6]. - The company has faced declining revenues since reaching a peak of 102.3 billion yuan in the 2017 fiscal year, with a net loss of 8.26 billion yuan in 2022 and further losses in subsequent years [6][8]. Group 3: Recent Financial Performance - In the first half of the 2026 fiscal year, Gao Xin Retail reported a net loss of 1.27 billion yuan, with revenues declining by 12.1% to 30.502 billion yuan [8]. - The decline in performance is attributed to increased market competition and weak consumer demand, leading to lower average transaction values [8].

Core Viewpoint - The sudden disappearance of Li Weiping, the CEO of Gao Xin Retail, which owns the well-known supermarket chain RT-Mart, raises concerns about the company's leadership and stability, although the board insists it is unrelated to business operations [1][3]. Group 1: CEO Disappearance - On February 4, Gao Xin Retail announced that it could not contact its CEO Li Weiping, emphasizing that this matter is not related to the company's business or operations [1]. - The announcement contradicted earlier reports that Li was taken by police for investigation, which Gao Xin Retail initially denied [3]. - The specific reasons for Li Weiping's disappearance remain unclear, occurring just two months after he joined Gao Xin Retail from Alibaba's Hema [4]. Group 2: Company Background - Li Weiping was appointed as CEO of Gao Xin Retail on November 30, 2025, with a fixed annual salary of 3.36 million yuan and additional management bonuses [5]. - He has extensive experience in the retail sector, having worked for major companies such as China Resources Supermarket, Lotte Supermarket, and Alibaba's Hema [6]. - Gao Xin Retail has been struggling with losses, reporting a revenue of 30.502 billion yuan for the first half of the 2026 fiscal year, a decrease of 12.01% year-on-year, and a net loss of 127 million yuan [7]. Group 3: Ownership Changes - In early January 2025, Alibaba announced the sale of its entire stake in Gao Xin Retail for approximately 13.138 billion Hong Kong dollars, completing the transaction by the end of February [8]. - Following the acquisition by Dehong Capital, significant changes in the board of directors occurred, with the founder Huang Mingduan completely exiting the company [9]. - Dehong Capital, led by Liu Haifeng, a prominent figure in private equity, faces challenges in adapting to the retail sector despite its strong capital management capabilities [10].

Core Viewpoint - The sudden disappearance of CEO Li Weiping of Gao Xin Retail, the parent company of RT-Mart, raises significant concerns about the company's governance and ongoing issues within the organization [1][6]. Group 1: CEO Disappearance - CEO Li Weiping was reported to have been taken by the police for investigation, leading to a rapid change in the company's public stance from denial to acknowledgment of her unavailability within 24 hours [1][6]. - Initially, on February 3, the company firmly denied the rumors regarding Li's police involvement, claiming she was at work and even reported the rumors to the police [3][4]. - By February 4, the company announced it could not contact Li, without providing any explanations or timelines, which raised suspicions about the credibility of their previous statements [6][11]. Group 2: Li Weiping's Background - Li Weiping, aged 47, has over 20 years of experience in the retail industry, having worked her way up from a procurement manager at China Resources Supermarket to various senior roles in major retail companies [8][10]. - She joined Hema Fresh in 2018, where she held significant positions and demonstrated strong capabilities in product system construction and direct sourcing [8][10]. - Li was appointed as CEO of Gao Xin Retail in December 2025, with a fixed annual salary of 3.36 million yuan, and was tasked with strategic adjustments to improve the company's performance [10]. Group 3: Company Performance and Challenges - Gao Xin Retail is facing declining performance, with a reported revenue of 30.5 billion yuan for the first half of 2025, a 12% year-on-year decrease, and a net loss of 123 million yuan [11][13]. - The company is undergoing a dual challenge of declining sales and a corruption crackdown, which has exposed long-standing issues within its operations [11][13]. - The retail industry is known for high corruption risks, with issues such as kickbacks and operational barriers becoming more apparent as the company struggles with performance [13].

Group 1 - The core issue is that Gao Xin Retail, the parent company of RT-Mart, announced on February 4 that it has temporarily lost contact with CEO Li Weiping, who has only been in the position for two months since joining on December 1, 2025 [2][3] - There are rumors that Li Weiping was taken by the police for investigation, which the company denied, stating that the information is false and that Li is currently at work [3] - Li Weiping has a three-year service agreement with Gao Xin Retail, with a fixed annual salary of 3.36 million yuan, and is entitled to annual management bonuses based on company performance and personal achievements [5] Group 2 - Gao Xin Retail operates under the brands "RT-Mart," "RT-Mart Super," and "M Membership Store," managing large supermarkets, medium-sized supermarkets, and membership store businesses [5] - As of September 30, 2025, the group has 462 large supermarkets, 32 medium-sized supermarkets, and 7 membership stores across 205 cities in 29 provinces and autonomous regions [5] - On February 3, 2025, Gao Xin Retail's stock price was reported at 1.6 HKD per share, reflecting a 3.23% increase [6]

Core Viewpoint - The sudden disappearance of CEO Li Weiping has raised concerns about the management stability of Gao Xin Retail, reflecting a complex market sentiment where investors are both worried about leadership turmoil and hopeful for potential changes in management [2][8]. Group 1: Management Changes - Li Weiping's tenure as CEO lasted only two months, highlighting a troubling trend of short-lived executives at Gao Xin Retail, which has seen frequent changes in its leadership [3][5]. - The company has experienced a series of high-profile executive departures, including previous CEOs who left for various reasons, contributing to a lack of consistent strategic execution [5][6]. Group 2: Financial Performance - Gao Xin Retail reported a revenue of 30.502 billion RMB for the six months ending September 30, 2025, a decrease of 12.1% year-on-year, and a net loss of 1.27 billion RMB, indicating a significant decline in profitability [8][9]. - The company's gross profit also fell by 9.5% to 7.719 billion RMB, and operating profit decreased by 56.4% to 271 million RMB, reflecting ongoing financial challenges [9]. Group 3: Industry Context - The retail sector is undergoing significant changes, with increased competition and a shift in consumer preferences towards smaller, more frequent shopping experiences, which Gao Xin Retail's traditional large-format stores struggle to meet [10][12]. - The company is facing intensified competition from both traditional retailers like Walmart and emerging players in the community retail space, complicating its transformation efforts [12]. Group 4: Strategic Challenges - Gao Xin Retail's attempts to diversify its business model through new store formats and operational adjustments have yet to yield substantial results, with the company reporting a net reduction of four large stores compared to the previous year [10]. - The recent CEO disappearance coincides with a broader anti-corruption campaign in the retail industry, raising questions about the company's internal governance and operational integrity [7][8].

Core Viewpoint - Gao Xin Retail is currently facing a leadership crisis as CEO Li Weiping has been unreachable, prompting the board chairman to take over management responsibilities [1][2] Group 1: Leadership Changes - Li Weiping has been in the CEO position for approximately two months and was expected to drive the company's three-year strategic plan focusing on product differentiation and supply chain efficiency [2][4] - Following the acquisition of Gao Xin Retail by Dehong Capital, there have been significant personnel changes, including the resignation of Wang Guannan and the appointment of Liu Hao as a non-executive director [3][4] Group 2: Strategic Initiatives - Under Li Weiping's leadership, Gao Xin Retail has initiated various strategic projects, including the opening of a new store format that emphasizes quality and efficiency [2][4] - The company is collaborating with popular IPs to attract younger consumers and enhance the shopping experience, while also expanding its tax refund services and social media presence [3][4] Group 3: Operational Focus - Li Weiping's planned reforms for Gao Xin Retail include improvements in product quality, organizational agility, and multi-format store optimization [4][5] - The company has emphasized strict adherence to integrity and anti-corruption measures, with a clear message that any violations will be met with severe consequences [5]

瑞财经 吴文婷2月4日，大润发母公司高鑫零售发布公告称，公司董事会得悉公司暂时无法与公司的执 行董事兼首席执行官李卫平取得联系。 李卫平于2025年12月1日加入集团。在加入集团之前，李卫平于2018年9月至2025年11月期间任职于盒马 并担任过多个岗位的工作。 高鑫零售表示，截至本公告日期，据董事所深知、尽悉及确信，该事项与集团之业务及营运并无关联。 有鉴于此，董事会认为，该事项对集团并无重大不利影响，且集团之业务及营运维持正常。在此期间， 集团之日常业务营运及管理将由公司董事会主席华裕能暂时负责。 截至发稿时，高鑫零售报1.58港元，报1.94%，总市值约150.74亿港元。 | 高鑫零售(HK:06808) 港股通 可融资 可卖空 | | | 已添加 | | --- | --- | --- | --- | | HK$1.58 +0.03 +1.94% [ | | 【实时行情 | 1.35 万球友关注 交易中 02-04 09:43:09 北京时间 | | 最高:1.59 | 今开:1.55 | 成交量:256.15万股 | 换手:0.03% | | 最低:1.53 | 昨收:1.55 | 成交额:40 ...

Core Viewpoint - Gao Xin Retail Co., Ltd. (06808.HK) announced that it is temporarily unable to contact its CEO Li Weiping, with Chairman Hua Yuneng taking over management responsibilities during this period. The company asserts that Li's disappearance is unrelated to its business operations and will monitor the situation closely [1][2]. Group 1: Company Management Changes - Li Weiping has been missing for two months since taking over as CEO on December 1, 2025, after previously working at Hema for over seven years [1]. - The appointment of Li as CEO followed a significant change in major shareholders, with Alibaba Group exiting and Dehong Capital investing 13.138 billion yuan to become the controlling shareholder [1]. Group 2: Financial Performance - For the six months ending September 30, 2025, Gao Xin Retail reported a revenue of 30.502 billion yuan, a year-on-year decrease of 12.1%. The gross profit was 7.719 billion yuan, down 9.5%, and the company recorded a loss attributable to equity shareholders of 123 million yuan [2].

全文共935字，阅读大约需要2分钟 李卫平接任高鑫零售CEO仅两个月。 2月4日早间，大润发母公司高鑫零售有限公司（高鑫零售，6808.HK）在港交所发布公告称，公司董事 会得悉，本公司暂时无法与执行董事兼首席执行官李卫平取得联系。 公告称，截至本公告日期，据董事所深知、尽悉及确信，该事项与本集团之业务及营运并无关联。有鉴 于此，董事会认为，该事项对本集团并无重大不利影响，且本集团之业务及营运维持正常。在此期间， 本集团之日常业务营运及管理将由本公司董事会主席华裕能暂时负责。 图片来源：东方财富截图 近日，有消息称，大润发母公司高鑫零售CEO李卫平被警方带走协助调查，上周五开始已未出现在公 司。2月3日，有媒体报道称，高鑫零售方面回应表示："假的，在报警了"，并称李卫平目前正在上班。 据悉，李卫平接任高鑫零售CEO仅两个月。去年11月30日晚间，高鑫零售发布公告，李卫平获任高鑫零 售执行董事兼首席执行官，沈辉因家庭事务原因辞任高鑫零售执行董事、首席执行官职务，相关人事变 动自2025年12月1日起正式生效。 根据公告，李卫平毕业于北京机械工业学院，在零售行业积累了超过20年的管理经验。2018年9月至今 年1 ...