爱企查APP显示，永辉超市成立于2001年4月，法定代表人为张轩松，注册资本90.75亿元，现由广东骏 才国际商贸有限公司、张轩松等共同持股。目前，该公司共对外投资83家企业，存续、在业66家，包括 红旗连锁（002697）、永辉云创科技有限公司等，其间接对外投资276家。 【#永辉超市调改门店未能弥补收入下降#，上半年共有124家门店参与调改】 据新浪财经报道，永辉超市公告，2025年上半年营业收入299.48亿元，同比下降20.73%。归属于上市公 司股东的净亏损2.41亿元，上年同期净利润2.75亿元。据其半年报显示，永辉收入下滑主要是由于公司 2024年下半年开启整体战略与经营的深度转型工作，关闭长期经营亏损门店以及门店调改期歇业等因素 所致。虽然调改门店收入较同期有大幅度增加，但无法弥补因关店产生的收入下降。半年报显示，报告 期内永辉关闭227家亏损门店，调改开业门店共计124家。#永辉超市上半年净亏损2.41亿元# ...

引言：消费降级争议的再升温 最近打开社交平台，"消费降级"四个字几乎成了高频词。有人晒出超市货架上被扫空的临期食品，有人调侃"以前喝星巴克，现在喝瑞幸9.9元爆款"，更有 人发现身边朋友买家电时，从"国际大牌"默默换成了"国货平替"。这场关于消费趋势的讨论，在最新的电商平台财报发布后，彻底被推向了高潮。 当拼多多用"低价策略"交出季度营收同比增长超50%的亮眼成绩单时，京东同期的高端家电销量却出现环比下滑——这种看似矛盾的市场表现，让"消费降 级"的讨论再次冲上热搜。有人说这是经济压力下的无奈选择，也有人认为是消费者变得更"精明"，但很少有人注意到，零售界"传奇人物"于东来的一句 话，正在悄悄颠覆这场讨论的底层逻辑。 提到于东来，或许有人会觉得陌生，但他创办的"胖东来"，在零售圈却是现象级的存在。这家深耕河南许昌、新乡的区域型超市，用"极致性价比"和"变态 级服务"圈粉无数：顾客买完菜可以请店员免费切块、排骨按要求剁成小块，甚至连购物袋都能免费退换。在电商冲击实体零售的年代，胖东来不仅保持着 日均客流量超10万人次的纪录，顾客满意度更是常年维持在98%以上，被网友称为"零售界的海底捞"。 就是这样一位扎根消费 ...

北京商报讯(记者王维祎)近日，永辉超市（601933）发布公告称，今年上半年，公司实现营业总收入 299.48亿元，同比下跌20.73%；归属于上市公司股东的净利润为-2.41亿元，同比亏损增加5.16亿元，去 年同期净利润为2.75亿元。 永辉超市称，公司营业收入下滑，主要是由于报告期内关闭了227家亏损门店。虽然调改门店收入较同 期有大幅度增加，但无法弥补因关店产生的收入下降。 净利润亏损，主要是因为公司整体销售规模减少，公司商品供应链改革，完成了大量供应商及商品的升 级、淘汰和更换，因此短期内承受了一定的毛利下降。报告期内综合毛利率为20.80%，较上年同期下 降0.78%。 此外，永辉超市在关闭227家亏损门店过程中，产生了一定的租赁及人员赔偿、商品出清和资产报废等 成本费用。 ...

2025年8月21日，永辉超市(601933.SH)发布2025年半年度报告。截至2025年8月20日，共有37个机构投 资者披露持有永辉超市A股股份，合计持股量达38.88亿股，占永辉超市总股本的42.85%。其中，前十 大机构投资者包括广东骏才国际商贸有限公司、林芝腾讯科技有限公司、上海喜世润投资管理有限公 司-喜世润合润6号私募证券投资基金、北京京东世纪贸易有限公司、香港中央结算有限公司、上海喜世 润投资管理有限公司-喜世润合润7号私募证券投资基金、上海喜世润投资管理有限公司-喜世润经世57 号私募证券投资基金、中国农业银行股份有限公司-中证500交易型开放式指数证券投资基金、嘉实新消 费股票A、大成消费主题混合A，前十大机构投资者合计持股比例达42.12%。相较于上一季度，前十大 机构持股比例合计下跌了1.18个百分点。 公募基金方面，本期较上一期持股增加的公募基金共计5个，包括大成消费精选股票A、建信智能生活 混合、大成悦享生活混合A、大成至诚鑫选混合A、山证资管精选行业混合发起式A，持股增加占比小 幅上涨。本期较上一季度持股减少的公募基金共计13个，主要包括大成蓝筹稳健混合A、建信中小盘先 锋股票 ...

Core Viewpoint - The article discusses the recall of three batches of Walmart's private label frozen shrimp due to radioactive contamination risks identified by the FDA [3][6]. Group 1: FDA Announcement - The FDA announced that radioactive isotope cesium-137 was detected in frozen shrimp samples from an Indonesian company, which is a supplier for Walmart's private label [6]. - The detected level of cesium-137 in the frozen shrimp was 68 becquerels per kilogram, significantly below the FDA's intervention threshold of 1200 becquerels per kilogram [6]. Group 2: Walmart's Response - Walmart has immediately removed and recalled the affected batches of its Great Value brand frozen shrimp, which were sold in 13 states across the U.S. [8]. - The company is collaborating with suppliers to investigate the source of the contamination [8].

Core Viewpoint - Yonghui Supermarket reported a significant decline in revenue and a net loss for the first half of 2025, primarily due to strategic transformations and store closures [2][4]. Financial Performance - The company achieved a revenue of 29.95 billion yuan in the first half of 2025, a decrease of 20.73% compared to the same period last year [3]. - The net profit attributable to shareholders was a loss of 240.57 million yuan, compared to a profit of 275.31 million yuan in the previous year [3][4]. - The net cash flow from operating activities was 1.21 billion yuan, down 58.92% year-on-year [3]. - The total assets decreased by 20.55% to 33.96 billion yuan, and the net assets attributable to shareholders fell by 6.07% to 4.17 billion yuan [3]. Strategic Changes - The revenue decline is attributed to the company's deep strategic transformation initiated in the second half of 2024, which included closing long-term loss-making stores and undergoing store renovations [2][4]. - During the reporting period, the company closed 227 loss-making stores, incurring costs related to leases, employee compensation, and asset write-offs [5]. Supply Chain and Profitability - The company is undergoing a reform of its supply chain, which has led to a temporary decline in gross profit margins, with a reported gross margin of 20.80%, down 0.78 percentage points from the previous year [4]. - The company reported a fair value loss of 184 million yuan on its holdings of Advantage Solutions stock [6]. Online Business and Store Network - Online business revenue reached 5.49 billion yuan, accounting for 18.33% of total revenue, with a year-on-year reduction in losses of 34.75 million yuan [6]. - The self-operated home delivery business generated sales of 3.14 billion yuan, with a daily average order volume of 216,000 and a monthly repeat purchase rate of 56.3% [6]. - The company opened 4 new stores during the reporting period, bringing the total number of operating stores to 552 across 26 provinces and municipalities [6]. Future Plans - The company plans to further enhance its transformation efforts, focusing on core suppliers and key products, with a goal of incubating 100 billion-yuan level products over the next three years [9][10]. - The company aims to increase the number of renovated stores to 200 by the end of 2025 [10].

Core Viewpoint - Yonghui Supermarket reported a significant decline in revenue and a net loss for the first half of 2025, primarily due to strategic transformations and store closures [1][3]. Financial Performance - The company achieved a revenue of 29.948 billion yuan in the first half of 2025, a decrease of 20.73% compared to the same period last year [2]. - The net profit attributable to shareholders was a loss of 240.57 million yuan, compared to a profit of 275.31 million yuan in the previous year [2]. - The total profit was reported as a loss of 207.06 million yuan, with a significant drop in cash flow from operating activities, down 58.92% to 1.208 billion yuan [2][3]. - The company's total assets decreased by 20.55% to 33.963 billion yuan, and net assets fell by 6.07% to 4.170 billion yuan [2]. Strategic Changes - The revenue decline is attributed to the company's deep strategic transformation initiated in the second half of 2024, which included closing long-term loss-making stores and undergoing store renovations [2][3]. - During the reporting period, 227 loss-making stores were closed, incurring costs related to leases, employee compensation, and asset write-offs [3]. - The company is focusing on a comprehensive restructuring of its supply chain and customer experience, inspired by the "Fat Donglai model" [3][10]. Online Business Development - Online business revenue reached 5.49 billion yuan, accounting for 18.33% of total revenue, with a reduction in losses compared to the previous year [4]. - The self-operated home delivery service generated sales of 3.14 billion yuan, with a daily average of 216,000 orders and a monthly repurchase rate of 56.3% [4]. Store Network Expansion - The company opened 4 new stores during the reporting period, increasing its total to 552 stores across 26 provinces and municipalities [4]. - As of June 30, 2025, 124 stores had undergone renovations, with plans to further enhance the store network [4][10]. Future Plans - Yonghui Supermarket aims to incubate 100 billion-level products over the next three years and will focus on selecting 200 core suppliers [10]. - The company plans to continue its transformation efforts, with an expected 200 renovated stores by the end of 2025 [10].

Core Viewpoint - Yonghui Supermarket reported a significant decline in revenue and a net loss for the first half of 2025, primarily due to strategic transformations and store closures [1][2]. Financial Performance - The company's revenue for the first half of 2025 was 29.948 billion yuan, a decrease of 20.73% compared to the same period last year [1]. - The net loss for the period was 241 million yuan, marking a shift from profit to loss year-on-year [1]. - The overall gross margin was 20.80%, down 0.78% from the previous year [1]. Store Operations - During the reporting period, the company closed 227 loss-making stores, incurring costs related to lease and personnel compensation, as well as asset write-offs [1]. - An additional announcement indicated plans to close 186 more stores in the second quarter of 2025, with an expected loss of 827 million yuan from these closures [3]. Online Business Development - Online business revenue reached 5.49 billion yuan, accounting for 18.33% of total revenue, with a year-on-year reduction in losses of 34.75 million yuan [2]. - The self-operated home delivery service achieved sales of 3.14 billion yuan, with an average daily order volume of 216,000 and a monthly repurchase rate of 56.3% [2]. - The company is focusing on expanding its online business in lower-tier cities and has achieved profitability in its online store warehouse model [2]. Supply Chain and Product Management - The company signed contracts for bare procurement with 2,860 standard product suppliers during the reporting period, optimizing supplier management by reducing the number of suppliers by approximately 50% [2].

Core Viewpoint - Yonghui Supermarket announced plans to close 186 stores by the second quarter of 2025 due to operational losses, contract expirations, and equity transfers, resulting in an estimated loss of 827 million yuan [1] Group 1 - The closure of 186 stores is primarily attributed to ongoing operational losses [1] - The company expects to incur a loss of 827 million yuan from this store closure initiative [1] - Some of the store closures are already in process [1]

每经AI快讯，永辉超市（SH 601933，收盘价：4.97元）8月20日晚间发布公告称，公司第六届第五次董 事会会议于2025年8月19日在公司左海总部六楼会议室以现场结合通讯方式召开。会议审议了《关于公 司2025年上半年财务预算执行情况的议案》等文件。 每经头条（nbdtoutiao）——最火游资不再是方新侠、章盟主、佛山无影脚？这名95后声名鹊起！ 2024年1至12月份，永辉超市的营业收入构成为：零售业占比94.37%，服务业占比5.63%。 截至发稿，永辉超市市值为451亿元。 （记者 王晓波） ...