一位接近盒马的相关人士告诉经济观察报，李卫平在盒马内部 有"大姐"之称，在区域运营方面有丰富经验和较强的执行风 格。 作者：郑明珠 封图：图虫创意 12月1日，大润发母公司高鑫零售有限公司（06808.HK，下称"高鑫零售"）迎来了新任首席执行 官（CEO），在盒马工作7年多的李卫平从沈辉手中接下了这一职务。根据高鑫零售的公告，沈辉 因家庭事务辞任CEO一职。 这也是高鑫零售大股东变化后的一次重要的管理层变动。今年2月，阿里集团退出，德弘资本出资 131.38亿元成为高鑫零售控股股东。此后，大润发创始人黄明端辞任董事会主席，由来自德弘资 本的华裕能接任。 战略转型 此次CEO更迭标志着在新控股股东主导下，高鑫零售的管理层调整与战略变革进入新阶段。 行业"老兵" 公告显示，高鑫零售与李卫平签订了为期三年的服务协议。李卫平作为执行董事不收取任何董事袍 金，但作为首席执行官享有336万元的固定年薪以及每年管理层花红。 此次接任的李卫平，现年47岁，是一位拥有超过20年零售行业经验的"老兵"。她于1999年毕业 于北京机械工业学院，职业生涯始于华润超级市场有限公司，历任采购经理及高级经理。她还曾担 任乐天超市有限公司 ...

Core Viewpoint - The appointment of Li Weiping as the new CEO of Gao Xin Retail marks a significant management change under the new controlling shareholder, Dehong Capital, indicating a new phase of strategic transformation for the company [1][4]. Management Change - Li Weiping, with over 20 years of retail experience, has signed a three-year service agreement with Gao Xin Retail, receiving an annual salary of 3.36 million yuan [2]. - Li previously worked at Hema for over seven years, where she held various leadership roles and was known for her strong execution style and regional operational experience [2][3]. Strategic Transformation - Gao Xin Retail has introduced a three-year strategy focusing on "healthy products + joyful experiences + thoughtful services," aiming to transform stores into community life centers through a multi-format approach [3][5]. - The company has faced significant financial challenges, with a net loss of 1.23 billion yuan reported for the six months ending September 30, 2025, alongside a 12.1% decrease in revenue [4][5]. Operational Adjustments - The company has initiated a front warehouse project to enhance delivery efficiency and has established front warehouses in five locations, with plans to increase online sales contribution to 40-50% over the next three years [5][6]. - Gao Xin Retail is actively promoting store renovations, with plans to complete over 200 store adjustments by the next fiscal year, focusing on product differentiation and enhancing private label offerings [6].

Core Viewpoint - Gao Xin Retail appointed Li Weiping as the new Executive Director and CEO, effective December 1, following the resignation of former CEO Shen Hui due to family commitments [1][3]. Group 1: Leadership Change - Li Weiping has over 20 years of management experience in the retail industry, previously serving as Chief Merchandise Officer at Hema and holding various leadership roles at Hema and other companies [3]. - The company expects Li's expertise to align with its three-year strategic plan, focusing on product differentiation and supply chain efficiency [3]. Group 2: Financial Performance - Gao Xin Retail reported a revenue of 30.502 billion RMB for the six months ending September 30, a decrease of 12.1% year-on-year [4][6]. - The gross profit margin improved to 25.3%, an increase of 0.7 percentage points compared to the previous year [4]. - The company recorded a loss attributable to equity shareholders of 1.23 billion RMB, compared to a profit of 206 million RMB in the same period last year [4][6]. Group 3: Strategic Focus - The company aims to implement its three-year strategy, emphasizing fresh produce differentiation and efficient supply chain management [6]. - Gao Xin Retail plans to enhance its multi-format approach, combining large supermarkets, medium-sized supermarkets, and front warehouses to cater to diverse consumer needs [6]. - The company has completed the renovation of three stores in East China, resulting in double-digit growth in customer traffic, with plans to renovate over 30 stores this fiscal year and more than 200 stores by the next fiscal year [7].