Core Viewpoint - Zhang Xuansong, the chairman of Yonghui Supermarket, plans to reduce his stake in the company due to personal financial needs, indicating a potential shift in his role within the company [2][5]. Group 1: Shareholding Changes - Yonghui Supermarket announced that Zhang Xuansong and his associates intend to reduce their holdings by up to 90,750,000 shares, representing no more than 1% of the total share capital [2]. - As of June 30, 2025, Zhang Xuansong and his associates hold a total of 1,274,987,806 shares, accounting for 14.05% of Yonghui Supermarket [2]. Group 2: Management and Structural Changes - In 2024, Miniso's subsidiary acquired 29.4% of Yonghui Supermarket, making Miniso the largest shareholder [3]. - Yonghui announced the establishment of a reform leadership group, led by Miniso's controlling person, Ye Guofu, to accelerate the company's transformation [3]. - Wang Shoucheng was appointed as the CEO of Yonghui Supermarket in September 2025, indicating a strategic shift in leadership [3]. Group 3: Financial Performance - In Q3, Yonghui's revenue declined by 25.55% year-on-year to 12.486 billion yuan, with a net loss of 469 million yuan, an increase in losses compared to the previous year [4]. - The company attributes the revenue decline to intense industry competition and changes in consumer habits, leading to reduced foot traffic and average transaction values in existing stores [4]. Group 4: Future Outlook - Yonghui remains optimistic about future performance, having renovated 222 stores by Q3, with plans to reach 300 stores by early 2026, which is expected to significantly enhance contribution [4]. - The average foot traffic in renovated stores increased by 80% in October, with over 60% of these stores entering a stable phase, achieving the highest profitability in five years [4].

公告指出，收到上述《警示函》后，永辉超市高度重视《警示函》中指出的问题，将就相关问题进行认真总结，汲取教训，切实加强相关人员对相 关法律法规的学习和培训，自觉维护证券市场秩序，不断提升规范运作意识，切实提高信息披露质量，维护公司及全体股东利益，促进公司健康稳 健发展。 公告进一步指出，本次行政监管措施不会影响公司正常的生产经营活动，公司将严格按照相关监管要求和有关法律法规的规定，及时履行信息披露 义务。 红旗连锁创建于2000年6月22日，是"便利连锁超市第一股"。据官网显示，红旗连锁是四川省及成都市"重要生活必需品应急保供重点联系企业"， 年进店消费人次超4亿，年上缴税收和社保超6亿元，现已发展成为"商品＋服务＋金融"的现代科技连锁企业。 今年7月21日，红旗连锁发布关于股东减持计划期限届满暨减持结果的公告称，7月21日收到永辉超市《永辉超市关于成都红旗连锁股份有限公司股 份减持计划期限届满暨减持结果的告知函》，截止告知函出具日，永辉超市本次减持计划期限已届满，4月23日至7月18日，永辉超市以集中竞价方 式，减持1077万股，4月29日以大宗交易方式减持300万股，减持前永辉超市持股11%，减持后持股9. ...