Group 1 - The core index, the CSI Hong Kong-Shanghai-Shenzhen Interconnection Small Comprehensive Consumer Index, reported a decline of 6.26% over the past month, 0.49% over the past three months, and 0.83% year-to-date, currently standing at 2521.90 points [1] - The index is categorized into 11 industries based on the classification standards of the CSI Hong Kong-Shanghai-Shenzhen index series, which includes the CSI 500 and other indices [1] - The top ten weighted stocks in the index include Sichuan Changhong (2.11%), Laopu Gold (2.07%), Gongxiao Daji (1.99%), Leap Motor (1.8%), Fuyao Glass (1.76%), Tongcheng Travel (1.55%), BAIC Blue Valley (1.46%), Bertley (1.45%), Great Wall Motors (1.45%), and Yonghui Superstores (1.43%) [1] Group 2 - The market share of the index's holdings is distributed as follows: Shenzhen Stock Exchange 43.43%, Shanghai Stock Exchange 34.15%, and Hong Kong Stock Exchange 22.42% [2] - The industry composition of the index's holdings includes: Passenger Cars and Parts 43.12%, Durable Consumer Goods 18.17%, Textiles, Apparel, and Jewelry 14.86%, Retail 12.63%, and Consumer Services 11.21% [2] - The index samples are adjusted biannually, with adjustments implemented on the next trading day following the second Friday of June and December each year [2]

央广网北京4月28日消息（记者 宋雪）离境退税，是指境外旅客离境时，对其在退税商店购买的商品退 还增值税的政策。离境退税是国际通行的做法，目前已有包括欧盟、日本、新加坡、澳大利亚等在内的 50多个国家和地区实行。我国自2015年起全面推行离境退税政策，值此政策全面实施10周年之际，经国 务院批准，商务部会同财政部、文化和旅游部、海关总署、税务总局、中国民航局出台《关于进一步优 化离境退税政策扩大入境消费的通知》（以下简称《通知》）。 在国新办4月27日举行的新闻发布会上，财政部税政司司长贾荣鄂介绍，为支持境外旅客选购品种更多 的特色商品，《通知》将目前境外旅客同日同店购买退税物品金额达到500元才予以退税的规定，大幅 下调至200元即可退税。此外，为了满足境外旅客多样化的消费支付需求，优化离境退税支付服务，在 提供银行卡、移动支付、现金等多种退税服务方式的基础上，将现金退税金额由目前的1万元人民币上 调至2万元人民币，其他退税方式没有限额。 商务部副部长盛秋平介绍，近年来，我国有序扩大自主开放和单边开放，对38个国家实行了单方面免签 政策，对54个国家实行过境免签并将停留时间延长至240小时，推出了一系列入境 ...

零售板块盘初下探，国光连锁（605188）跌停，德必集团（300947）、国芳集团（601086）跌超8%， 步步高（002251）、吉峰科技（300022）、锦和商管（603682）跟跌。 ...

Core Insights - The Ministry of Commerce has announced the first batch of 38 cities to be included in the national retail innovation pilot program, with Suzhou being one of the selected cities for a two-year construction period [1][2] Group 1: Retail Development Initiatives - Suzhou has prioritized the development of the retail sector, focusing on upgrading existing commercial facilities, including notable projects like Shihui Neighborhood Center and Wujiang Shengjiahe [1] - The city has successfully implemented scene-based renovations, with significant results such as a 40% year-on-year increase in foot traffic at Kunshan Qingyang Wanda Plaza [1] Group 2: Quality Supply and New Consumption Growth Points - The Shihui Neighborhood Center in Suzhou has undergone a comprehensive upgrade, integrating various services such as fresh food markets, dining, retail, and hospitality [1] - The Taicang Alps Snow World has become a popular destination in the Yangtze River Delta, combining snow sports, cultural performances, and family-friendly spaces [1] Group 3: Digital Empowerment and Innovation - The "Tang Dynasty Strange Stories" project in Zhangjiagang's Yangshe Old Street utilizes advanced LBE immersive virtual reality technology, attracting nearly 1,000 visitors daily [1] - The Xingyuehui project focuses on young cultural experiences, establishing itself as a trendy social space [2] Group 4: Future Retail Strategy - The Suzhou Municipal Bureau of Commerce plans to continue optimizing the retail landscape, aiming to create a modern retail system characterized by diverse supply, balanced layout, quality service, and green practices [2]

Core Viewpoint - The retail industry is experiencing intense competition, with traditional stores facing challenges while new retail formats thrive, leading to a critical need for adaptation and innovation [1][3]. Group 1: Industry Trends - The past year has seen a rise in popularity for new retail formats like live streaming sales, while traditional supermarkets like RT-Mart and Yonghui Supermarket have struggled and changed ownership [1]. - The retail landscape is characterized by a shift from traditional large supermarkets to innovative models, with companies needing to choose between maintaining traditional methods or embracing new trends [3][4]. Group 2: Company Developments - Hema, once a benchmark for new retail, has undergone significant changes under the leadership of new CEO Yan Xiaolei, achieving profitability within a year [2][4]. - Hema's strategy focuses on two core formats: Hema Fresh, which aims for rapid expansion, and Hema NB, which emphasizes community services and product optimization [4][7]. - Hema has opened 72 new stores at an average rate of one every five days, surpassing 430 stores nationwide, with plans for nearly 100 more in the upcoming fiscal year [4][7]. Group 3: Competitive Advantages - Successful companies like Sam's Club and Donglai have established unique competitive advantages that are difficult for others to replicate, such as strong supply chains and high-quality service [5][6]. - Hema aims to enhance its competitive edge by focusing on product quality and leveraging social media for marketing, targeting lower-tier cities and community markets [7][9]. Group 4: Market Insights - The consumption scale in lower-tier markets has exceeded 17 trillion yuan, accounting for nearly 60% of national consumption, with offline retail remaining dominant [7]. - Hema's community supermarket model, Hema NB, targets price-sensitive consumers with its own supply chain and brand offerings, indicating a strategic focus on value [7][9]. Group 5: Future Goals - Hema has set an ambitious goal to exceed 100 billion yuan in GMV (Gross Merchandise Volume) within three years, reflecting confidence in its strategic direction despite competitive pressures [9].

第一季度财务报表是否经审计 登录新浪财经APP 搜索【信披】查看更多考评等级 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法律责任。 重要内容提示 公司董事会、监事会及董事、监事、高级管理人员保证季度报告内容的真实、准确、完整，不存在虚假 记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 公司负责人、主管会计工作负责人及会计机构负责人（会计主管人员）保证季度报告中财务信息的真 实、准确、完整。 □是 √否 一、主要财务数据 主要会计数据和财务指标 单位：元 币种：人民币 ■ 追溯调整或重述的原因说明 （1）公司于2024年5月8日召开2023年年度股东大会，审议通过了《2023年年度利润分配预案》，公司 以实施权益分派股权登记日登记的总股本(扣除公司回购专用账户中的股份)为基数，每10股派送红股1 股。 （2）公司于2024年4月11日、2024年5月8日分别召开第十一届董事会第十九次会议、2023年年度股东大 会，会议审议通过了《关于拟注销已回购股份的议案》。公司拟将存放于回购专用证券账户的9,125,407 股股份予以注销 ...

Core Viewpoint - The overseas market's risk appetite has significantly rebounded, with the Hong Kong stock market outperforming the A-share market, as evidenced by the 2.1% increase in the Meijing Brand 100 Index this week, marking a continuous rebound [1][2]. Market Performance - Both A-share and Hong Kong markets experienced consecutive rebounds, with the Meijing Brand 100 Index rising 2.1% to close at 1053.29 points [2]. - Notable performers in the Meijing Brand 100 Index include Xiaomi Group and Pinduoduo, which saw weekly increases of 13.71% and 11.02%, respectively. Other companies like Lenovo Group, Alibaba, and Baidu also recorded gains exceeding 5% [2][3]. Market Capitalization Growth - Major companies such as Tencent, Xiaomi, and Alibaba saw significant market capitalization growth this week, with increases of 185.9 billion yuan, 149 billion yuan, and 131.8 billion yuan, respectively. Meanwhile, companies like BYD, CATL, and Agricultural Bank of China experienced market cap growth around 50 billion yuan [4]. Earnings Reports - The earnings season is nearing its end, with 61% of the 84 component stocks in the Meijing Brand 100 Index reporting revenue growth in 2024. Additionally, 20 stocks reported net profit growth exceeding 20% [5]. - Xiaomi Group reported a total revenue of 365.9 billion yuan for 2024, a 35% year-on-year increase, and a net profit of 27.2 billion yuan, up 41.3%. The fourth quarter of 2024 marked a record-breaking revenue of 109 billion yuan, a 48.8% increase year-on-year [5]. - Geely Automobile reported a revenue of 240.19 billion yuan for 2024, a 34% increase, and a net profit of 16.63 billion yuan, a remarkable 213% increase [6]. Continued Growth in 2025 - BYD's first-quarter report for 2025 showed a net profit of 9.155 billion yuan, a 100.38% year-on-year increase, with significant growth in overseas electric vehicle sales [7]. Investment Opportunities in New Energy Vehicles - The strong performance of companies like Xiaomi, Geely, and BYD highlights the investment value in the new energy vehicle industry. The New Energy Vehicle ETF saw a nearly 4% increase this week, tracking companies involved in lithium batteries, charging stations, and new energy vehicles [8]. Index Composition - The CSI New Energy Vehicle Index primarily covers the upstream and downstream industries of new energy vehicles, with a high concentration of large-cap stocks and a focus on innovation-driven companies [11]. - The index includes major stocks such as BYD, CATL, and others, reflecting the overall performance of leading companies in the new energy vehicle sector [10].

Group 1 - The A-share retail sector experienced a significant rally, with Central Plaza hitting the daily limit up [1] - Bubugao saw an increase of over 5%, indicating strong market performance [1] - Other companies such as Wenfeng Shares, Debi Group, ZTE Commerce, and Tongcheng Holdings also reported gains [1]

Group 1 - The core viewpoint of the articles highlights the positive economic performance of Chengdu in the first quarter of 2025, with significant growth in various sectors, indicating a trend towards high-quality development [1][2] - Chengdu's manufacturing sector saw a sales revenue increase of 5.2% year-on-year, with the automotive manufacturing industry experiencing a notable growth of 39.1% [1] - High-tech industries in Chengdu reported a sales increase of 15.1% year-on-year, driven by technological innovation and the transformation of achievements [1] Group 2 - Retail sales in Chengdu surged by 22.3% year-on-year in the first quarter, with cultural and artistic sectors, particularly the film industry, showing remarkable growth, including a 38.8% increase in movie screening revenue [1] - The "old-for-new" consumption promotion initiative in Chengdu led to substantial growth in retail sales of household appliances, with television sales up by 58.5% and mobile communication devices up by 139.8% [2] - The Chengdu tax authority plans to enhance its support for businesses through data-driven services and tax incentives, aiming to create a fair tax environment to bolster high-quality economic development [2]

Group 1 - The A-share retail sector experienced a rebound in the afternoon, with Bubu Gao hitting the daily limit up [1] - Guofang Group saw an increase of over 4% [1] - Other companies such as Yonghui Supermarket, Xiaogoods City, and Debi Group also followed with gains [1]