| 证券代码：601366 | 证券简称：利群股份 | 公告编号：2025-041 | | --- | --- | --- | | 债券代码：113033 | 债券简称：利群转债 | | 利群商业集团股份有限公司 2025 年半年度经营数据 （一）主营业务分业态情况 注：（1）表内物流供应链业务数据为合并抵消后数据。物流供应链合并抵消前主营业务 收入为 29.50 亿元，占合并抵消前公司主营收入的 56.48%。 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 根据上海证券交易所的相关规定，现将公司 2025 年半年度主要经营数据（未 经审计）公告如下： 一、报告期内公司门店变动情况 报告期内，公司新开便利店及生鲜社区店 8 家，新开品类专营店 1 家，关闭 综合超市 9 家，关闭便利店及生鲜社区店 20 家，关闭品类专营店 7 家。关闭的 综合超市情况如下： | 序号 | 地区 | 门店名称 | 经营业态 | | 闭店时间 | | | 经营面积 （平方米） | 来源 | | --- | --- | --- | --- ...

Core Viewpoint - China Shun Ke Long (00974) reported a revenue of 246 million yuan for the six months ending June 30, 2025, representing a year-on-year decrease of 20.2% [1] - The company recorded a loss attributable to shareholders of 3.2 million yuan, a significant reduction of 82.79% compared to the previous year [1] - The loss per share was 0.01 yuan, indicating a decrease in operational losses compared to the same period last year [1] Summary by Category Financial Performance - Revenue for the period was 246 million yuan, down 20.2% year-on-year [1] - Loss attributable to shareholders was 3.2 million yuan, down 82.79% year-on-year [1] - Loss per share was reported at 0.01 yuan [1] Operational Changes - The decrease in revenue was primarily due to the company's strategy to optimize and close inefficient retail stores [1] - The net loss for the group was approximately 3.285 million yuan, indicating a significant reduction in operational losses compared to the same period last year [1]

当地时间8月21日（周四），美股三大股指集体下跌，标普500指数跌0.4%，道指跌0.34%，纳指跌0.34%。标普500指数五连跌，纳指连跌三 天。 全球目光聚焦于杰克逊霍尔全球央行年会，美联储主席鲍威尔将于北京时间周五晚间10点发表主旨演讲。这一夏季金融市场"年度大戏"被视为美联储货币政策未来 走向的关键时刻。 周四当天，包括克利夫兰联储主席哈马克、亚特兰大联储主席博斯蒂克和堪萨斯城联储主席施密德在内的决策者，均释放谨慎信号，强调货币政策必须依赖数据， 并不急于降息。 投资者静待鲍威尔重磅讲话 全球目光聚焦于杰克逊霍尔全球央行年会，美联储主席鲍威尔将于北京时间周五晚间10点发表主旨演讲。这一夏季金融市场"年度大戏"被视为美联储货币政策未来 走向的关键时刻。根据LSEG的数据，交易员对美联储9月降息25个基点的押注已从上周的99.9%骤降至79%。市场人士指出，8月市场交投本就清淡，鲍威尔讲话可 能引发剧烈波动。 周四，标普全球公布的数据显示，受更强劲需求推动，美国制造业PMI以三年多以来最快的速度扩张，制造业的回升也推动包含服务业的综合PMI在8月升至今年以 来的最高水平。同时也加剧了持续的通胀压力——企 ...

另一方面，名创优品积极在全球挖掘极具潜力的原创潮玩艺术家IP，全力打造名创潮玩IP版图，目前已 战略性签约9位潮玩艺术家，预计今年签约数量将显著突破，并在未来保持稳定快速的签约节奏。 同时，名创优品旗下潮玩品牌TOP TOY在2025年第二季度继续保持高速增长态势，第二季度实现营收 达4亿元，同比大增87.0%，门店总数达293家。此外，全球投资机构淡马锡领投TOP TOY，投后估值达 到约100亿港元，进一步彰显TOP TOY在潮玩行业的领先地位。 周四，名创优品(MNSO.US)涨逾7%，报22.45美元。财报显示，名创优品第二季度总营收达到了49.7亿 元，同比增长23.1%；该季度毛利率44.3%，较去年同期上升40个基点。经调整净利润(非国际财务报告 准则(Non-IFRS))6.9亿元，同比增长10.6%，经调整净利率13.9%，经调整每股ADS收益同比上升 12.0%。 作为全球领先的IP趣味好物平台，名创优品创新打造"顶级授权IP+签约艺术家IP"的双轨驱动模式。一 方面，与迪士尼、三丽鸥等国际顶级IP达成合作，通过差异化品类和资源优势，借势热门IP的影响力吸 引广泛消费群体。近期，玩具总动员 ...

Group 1 - The U.S. government has secretly implanted tracking devices in AI-related chips to monitor shipments potentially sent to China [3][4] - Perplexity AI has made a $34.5 billion acquisition offer for Google's Chrome browser, with funding support from multiple funds [4] - DeepSeek has no plans to release its next-generation model DeepSeek-R2 in August [4][5] Group 2 - Apple's first foldable iPhone, the iPhone 18 Fold, is expected to launch in the second half of next year, featuring a new A20 chip and a price of $1,999 [5] - Nike has filed a lawsuit against Edison Chen for $126,000 over a breach of contract, clarifying that the initial reported amount was incorrect [7] - OpenAI's CEO is planning to establish a new company, Merge Labs, to compete with Elon Musk's Neuralink, aiming to raise $250 million [7] Group 3 - Kodak has issued a warning about its ability to continue operations due to a lack of financing options for $500 million in upcoming debt [9] - Musk has accused Apple of favoring OpenAI in its App Store, which Apple has denied, stating that its platform operates on fair principles [9] - Alibaba is launching a large-scale AI talent recruitment plan, aiming to hire nearly 1,000 people across various cities [18] Group 4 - GAC Group has approved a $600 million capital increase for GAC Aion to strengthen its stake in Huawang Automotive [18] - Bullish plans to raise $1.11 billion through its IPO, with shares priced at $37 each [22] - Didi has invested in the autonomous vehicle company New Stone, expanding its logistics delivery capabilities [22] Group 5 - The global electric vehicle sales growth slowed to 21% in July, down from 25% in June [32] - Xiaomi regained the top position in Southeast Asia's smartphone market with a 19% market share, while the overall market declined by 1% [32] - The summer movie box office has surpassed 9 billion yuan, with several films leading the charts [32]

Group 1 - Chipone Technology plans to issue H-shares and apply for listing on the Hong Kong Stock Exchange [1] - Wolong Electric submitted a listing application to the Hong Kong Stock Exchange with joint sponsors including CICC, Huatai International, and GF Securities [2] Group 2 - Nike filed a lawsuit against Edison Chen for breach of contract, claiming $126,000 in unpaid goods [3] - China Evergrande's listing status will be canceled on August 25 due to failure to meet the Hong Kong Stock Exchange's requirements [4] Group 3 - Mercedes-Benz CEO warned that the European automotive industry could face collapse without fuel vehicles [4] - Multiple video platforms have limitations on ad-free experiences for members, with some ads still appearing even for paid subscriptions [5] Group 4 - Li Auto aims to deliver over 8,000 units of the Li i8 by the end of September, with a challenge to reach 10,000 units [6] - Xiaomi appointed several executives for its African market to increase investment and operations [9] Group 5 - Tencent reported Q2 2025 revenue of 184.5 billion yuan, a 15% year-on-year increase, with significant growth in various service segments [20] - Youyan Silicon reported a net profit of 106 million yuan for the first half of 2025, a decline of 18.74% year-on-year [21] - Baolidi achieved a net profit of 63.8 million yuan in the first half of 2025, a 15.19% increase year-on-year [22] - Hatou Co. reported a net profit of 380 million yuan for the first half of 2025, a 233.08% increase year-on-year [23]

Group 1 - Tianfu and Nova Coffee are collaborating to promote a "convenience store + coffee" model, leveraging Nova's product strength and Tianfu's 7,500 convenience store channels to enhance operational efficiency and target younger consumers [1] - The China Securities Regulatory Commission has requested additional materials from Banou regarding its Hong Kong IPO application, focusing on key issues such as equity structure and compliance [3] - JD Group's CEO stated that the company will not participate in the "malicious subsidies" in the food delivery market, which he believes disrupts the pricing system and creates a lose-lose situation for all parties involved [4] Group 2 - Suning.com announced a debt settlement with Carrefour, planning to pay 220 million yuan to clear related debts, which will result in Suning indirectly holding 100% of Carrefour China [6] - Guizhou Moutai reported a net profit of 45.403 billion yuan for the first half of 2025, with a revenue of 89.389 billion yuan, reflecting a year-on-year growth of 9.1% [6] - The fruit juice brand "Guolifang" under the Bottle Planet Group continues to show strong growth, with sales exceeding 10 million in four cities in the first half of the year [7] Group 3 - Sam's Club in Zhongshan is set to open in September, marking the first "Green Building Three-Star" Sam's store in the Greater Bay Area [7] - Walmart China celebrated the 29th anniversary of its first store opening, emphasizing its commitment to becoming the most trusted omnichannel retailer in China [6] - Taobao Hong Kong launched a limited-time "zero threshold" shipping promotion, allowing users to enjoy free shipping on single items without a minimum purchase requirement [10]

Group 1 - Luxshare Technology is planning to issue H-shares and list on the Hong Kong Stock Exchange, with discussions ongoing with relevant intermediaries [4] - The world's first "pregnancy robot" prototype is expected to be launched within a year, priced under 100,000 yuan, designed to replicate the human pregnancy experience [5] - The animated film "Wang Wang Mountain Little Monster" has achieved a box office of over 574 million yuan, setting a record for domestic 2D animated films in China [10] Group 2 - The China Automobile Circulation Association reported a 2.17% year-on-year increase in used car transactions for the first seven months, with a total of 11.23 million vehicles traded [10] - Zhiyuan Robotics has secured a multi-million yuan order from Fulian Precision, marking a significant commercial milestone for industrial embodied robots [11] - The Beijing Economic and Technological Development Zone aims to produce 10,000 embodied intelligent robots by the end of 2027, supported by ten comprehensive measures [14] Group 3 - Dell has denied rumors regarding an "exit plan timeline," stating that the information circulating is false [20] - Tesla is set to release a significant update to its Full Self-Driving (FSD) software next month, promising major improvements in handling rare road conditions [20] - Apple is reportedly preparing to launch a new low-cost MacBook with an A18 Pro processor, aiming to disrupt the laptop market with a starting price between $599 and $699 [31]

Group 1 - Chery Automobile has mandated a 30% reduction in company-level meetings and participants to improve efficiency and respect employees' time [3] - Chairman Yin Tongyue acknowledged past management practices as inhumane and apologized, emphasizing the need for a cultural shift within the company [3][4] - The company has faced criticism for its overtime culture, with reports of mandatory late hours and performance management practices that some interpreted negatively [5][6] Group 2 - Evergrande Group's former chairman Xu Jiayin's Hong Kong properties have been revealed to have significant unauthorized constructions, including a "dungeon" [8][9] - The properties, originally purchased for HKD 2.5 billion, are now being sold at a significant loss, with one listed at HKD 900 million, reflecting a 60% drop in value [9] - Xu Jiayin's assets are under scrutiny, with multiple luxury items and properties being managed by creditors due to the company's financial troubles [9] Group 3 - Hema X, a membership store under Hema, will close all locations by the end of August as part of a strategic shift, focusing on core business areas [10][12] - The membership store concept, launched in 2020, has not gained sufficient traction in the Chinese market, leading to a strategic retreat [16] - Hema aims to achieve a GMV target of RMB 100 billion by the end of 2024, having reported profitability for the first time in the fiscal year 2025 [10][16] Group 4 - Jin Dalai Environmental Protection Co. is pursuing legal action against the local government for unpaid compensation related to a wastewater treatment project, totaling approximately RMB 40.8 million [20][21] - The company has experienced a decline in revenue and profit, with a 19% drop in revenue year-on-year for 2024 [21][22] - Jin Dalai's accounts receivable have reached RMB 780 million, indicating potential liquidity issues [22]

Core Viewpoint - The article discusses the significant outflow of talent from India, particularly in the tech and medical fields, and the government's efforts to reverse this trend through various initiatives aimed at attracting Indian professionals back to the country [4][5][10]. Group 1: Talent Outflow - Many top Indian talents, including over 20,000 IIT alumni, have chosen to work abroad, particularly in the U.S., which poses a challenge to India's goal of becoming a developed nation by 2047 [4][5]. - The U.S. H-1B visa restrictions and academic policies have created a turbulent environment for global talent movement, potentially benefiting India's "Bring Back the Phoenix" initiatives [5][11]. - In the AI sector, only 1% of the world's top AI researchers from India remain in the country, while in the medical field, around 70,000 Indian-trained doctors practice abroad, leading to a significant shortage of healthcare professionals domestically [11][12]. Group 2: Government Initiatives - The Modi government has launched several policies to attract talent back to India, including initiatives like "Make in India," "Digital India," and "Startup India," aimed at creating a conducive environment for innovation [13][14]. - The government is also promoting the Overseas Citizen of India (OCI) program, offering tax incentives and grants to encourage Indian expatriates to reintegrate into the Indian economy [13][14]. - Specific scholarship programs, such as the VAIBHAV scholarship, have been established to facilitate collaboration between overseas Indian scientists and Indian institutions [14][17]. Group 3: Success Stories and Challenges - There has been a noticeable increase in the return of Indian professionals, including entrepreneurs and scientists, with about 20% of India's unicorn startups having founders educated in the U.S. [17]. - Despite the positive trends, challenges remain, including the need for improved research infrastructure and regulatory environments to retain returning talent [19][20]. - Historical examples, such as the successful transformation of India's automotive industry through the return of Indian engineers from the U.S., highlight the potential benefits of attracting talent back to India [20].