Core Viewpoint - Suning.com plans to sell four subsidiaries of Carrefour China for a total of 4 yuan, marking a significant decline in value since its acquisition six years ago for 4.8 billion yuan [1][3]. Group 1: Company Actions and Financial Impact - Suning.com announced the sale of 100% equity in four Carrefour subsidiaries to Shanghai You'an Law Consulting Co., Ltd. for 1 yuan each, totaling 4 yuan [1][3]. - The subsidiaries being sold include Ningbo Carrefour, Hangzhou Carrefour, Zhuzhou Carrefour, and Shenyang Carrefour, all of which have ceased operations and carry significant negative net assets [4]. - The transaction is expected to improve Suning.com's financial situation, with an estimated increase in net profit of approximately 572 million yuan post-transaction [4]. Group 2: Carrefour's Operational Challenges - Carrefour China has faced a "collapse-style" crisis since 2022, with numerous store closures and operational difficulties, leading to a drastic reduction in the number of stores from over 200 to just 4 [6]. - The company has struggled with liquidity issues, which have hindered its ability to support its operations and maintain supplier relationships, resulting in a cycle of debt and operational failures [6][8]. - Carrefour attempted to innovate its business model by transitioning to a membership store format, but these efforts did not yield the desired results, leading to the closure of its first membership store in 2023 [7][8]. Group 3: Market Context and Competitive Landscape - The retail landscape for hypermarkets like Carrefour is declining, with competitors such as RT-Mart and China Resources Vanguard gaining market share [2]. - Suning.com has shifted its strategic focus to core home appliance and 3C businesses, indicating a move away from non-core operations like Carrefour [3].

接连闭店 北京商报记者走访看到，位于西红门荟聚一层的大润发已经停止营业，原超市区域已被围挡起来，难以找到与大润发相关的信息。根据围挡信息，该位置将 由京东自营超市7FRESH七鲜"接棒"，具体的开业时间尚未公布。 此前，门店发布公告称，大润发西红门店所售出的购物卡可在6月30日前进行退费，未退费的购物卡仍可到邻近的大润发科兴店及其他任一门店使用。值得 关注的是，西红门店是大润发在北京市场的两家门店之一，该门店关闭后，大润发在京仅剩位于丰台区的科兴店。 大润发在北京市场的份额逐步缩小。近日，大润发西红门店正式停止营业，原址更换为7FRESH七鲜超市。该店关闭后，大润发在北京仅剩最后一家门店。 同时，大润发在不久前宣布裁撤华中区，五大营运区变更为四大营运区。根据大润发母公司高鑫零售财报，2025财年高鑫零售营收715.52亿元，净利润3.86 亿元，同比上财年扭亏为盈。其中，中超业态大润发Super表现亮眼，同店销售实现5.9%的增长，将成为未来集团新开店的主力业态。这表明，大润发内部 正在梳理营运与门店体系。分析指出，随着市场需求不断变化，大润发急需重新调整业态构成并找到独家优势。 对于闭店的消息，有消费者表示 ...