11月11日晚，永辉超市发布公告称，公司收到董事长张轩松及其一致行动人的告知函，因自身资金需求拟通过集中竞价交易方式减持公司股份合计不超过 9075万股，即不超过公司总股本的1%。该减持计划自公告之日起十五个交易日后的三个月内进行。 截至2025年6月30日，张轩松及其一致行动人合计持股永辉超市12.75亿股，占比14.05%。目前，张轩松为永辉超市法定代表人、董事长、董事等，持有该 公司8.72%股份。 若以公告当日（11月11日）收盘价4.74元/股计算，本次减持股份市值约为4.3亿元。 值得一提的是，就在本次减持的前四天，永辉超市副总裁罗雯霞刚刚完成一笔减持。11月7日，永辉超市公告称，罗雯霞于2025年11月7日通过集中竞价减 持10.87万股，占公司总股本0.0012%，成交价4.59元/股，成交金额49.89万元。 对于营收下滑，永辉的解释为行业竞争激烈，消费者习惯变化，存量普通门店客流、客单下滑。同时，该公司正优化调改门店，淘汰尾部门店，门店数量 减少。 数据显示，截至今年三季度末，永辉超市已开业门店为450家，累计关闭门店325家，其2024年底为775家。其中，第三季度仅新开2家。 | | ...

每经编辑｜许绍航 11月11日晚，永辉超市发布公告称，公司收到董事长张轩松及其一致行动人的告知函，因自身资金需求拟通过集中竞价交易方式减持公司股份合计不超过 9075万股，即不超过公司总股本的1%。该减持计划自公告之日起十五个交易日后的三个月内进行。 截至2025年6月30日，张轩松及其一致行动人合计持股永辉超市12.75亿股，占比14.05%。目前，张轩松为永辉超市法定代表人、董事长、董事等，持有该 公司8.72%股份。 若以公告当日（11月11日）收盘价4.74元/股计算，本次减持股份市值约为4.3亿元。 值得一提的是，就在本次减持的前四天，永辉超市副总裁罗雯霞刚刚完成一笔减持。11月7日，永辉超市公告称，罗雯霞于2025年11月7日通过集中竞价减 持10.87万股，占公司总股本0.0012%，成交价4.59元/股，成交金额49.89万元。 资料显示，永辉超市主要业务为通过线下门店端+线上出售精选商品，业务覆盖各年龄段消费者。 图源：永辉超市官网 业绩方面，今年前三季度，永辉超市实现营业收入424.34亿元，同比下降22.21%；净利润亏损约7.10亿元，亏损同比扩大811.60%。去年同期，其归母净 亏 ...

Core Viewpoint - Yonghui Supermarket is closing two stores in Shenzhen due to poor performance and is undergoing a significant reduction in its total number of stores, which is expected to decrease by half over the next two years [1][4]. Group 1: Store Closures - Yonghui Supermarket announced the closure of its Luohu Sun Plaza and Nanshan Raffles City stores, effective November 16 [1]. - As of the end of Q3 2023, Yonghui has closed a total of 325 stores, with 102 closures in Q3 alone, and only 2 new openings [1][4]. - The company plans to reduce its store count from 1,000 by the end of 2023 to 775 by the end of 2024, and further to 450 by Q3 2025 [1]. Group 2: Financial Performance - For the first three quarters of 2023, Yonghui reported a revenue of 42.434 billion yuan, a year-on-year decline of 22.21% [2]. - The net loss attributable to shareholders reached approximately 710 million yuan, an increase of over 8 times compared to the same period last year [2]. - The decline in revenue and gross margin is attributed to increased competition in the retail sector and changes in consumer behavior, leading to reduced foot traffic and average transaction values [4]. Group 3: Strategic Adjustments - Yonghui is actively optimizing its store portfolio, closing underperforming stores while focusing on potential ones [4]. - The company is undergoing a transformation process that includes adjusting product structures and procurement strategies, which has temporarily impacted gross margins [4]. - Despite the challenges, the same-store sales have shown signs of recovery, indicating a positive trend in the performance of the remaining stores [4].