Group 1 - The core viewpoint of the article emphasizes the necessity and feasibility of the company's issuance of A-shares to specific investors, aimed at enhancing its capital structure and supporting strategic transformation towards quality retail [1][17] - The company has initiated a strategic transformation centered on "quality retail," learning from the "胖东来" model, and has completed adjustments in 31 stores by the end of December 2024 [1][3] - The funds raised from this issuance will primarily be used for store upgrades and logistics improvements, aligning with national policies to boost consumption and promote high-quality development in the retail sector [2][3] Group 2 - The issuance will involve up to 35 specific investors, including various financial institutions and qualified individual investors, ensuring compliance with legal regulations [4][5] - The pricing of the shares will be determined through a competitive bidding process, with a minimum price set at 80% of the average trading price over the previous 20 trading days [6][13] - The company plans to upgrade 298 unmodified stores to enhance market image and service quality, aiming to improve overall competitiveness and financial performance [3][16] Group 3 - The issuance process has been approved by the company's board and will require further approval from the shareholders and regulatory bodies, ensuring legal compliance [15][16] - The company has committed to measures to mitigate the dilution of immediate returns for existing shareholders, in line with regulatory guidelines [17] - The overall strategy and issuance plan are deemed fair and reasonable, benefiting the company and all shareholders [16][17]

证券代码：601933 证券简称：永辉超市 公告编号： 2025-037 二〇二五年七月三十一日 永辉超市股份有限公司（以下简称"公司"）于 2025 年 7 月 30 日召开第六 届董事会第四次会议和第六届监事会第三次会议，审议并通过了《关于公司 2025 年度向特定对象发行 A 股股票预案的议案》及其他相关议案，具体内容详见公 司刊登在上海证券交易所网站（www.sse.com.cn）的《永辉超市股份有限公司 预案披露事项不代表审核机关对于本次向特定对象发行股票相关事项的实 质性判断、确认或批准，预案所述本次向特定对象发行股票相关事项的生效和完 成尚需公司股东会审议通过，并经过上海证券交易所审核通过、中国证券监督管 理委员会同意注册后方可实施，敬请广大投资者注意投资风险。 ??特此公告。 永辉超市股份有限公司董事会 永辉超市股份有限公司 关于 2025 年度向特定对象发行 A 股股票预案披 露的提示性公告 本公司及董事会全体成员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。 ...

7月30日晚，永辉超市（601933）定增草案显示，公司拟向特定对象发行股票募集资金总金额不超过 39.92亿元(含本数)，本次募集资金总额在扣除发行费用后的净额将用于门店升级改造项目、物流仓储升 级改造项目、补充流动资金或偿还银行贷款。 近日，永辉超市公告，经财务部门初步测算，预计2025年上半年实现净利润-2.4亿元，与上年同期相 比，将出现亏损，预计2025年上半年实现扣非净利润-8.3亿元。 谈及上半年预亏原因，永辉超市表示，公司于2024年下半年开启整体战略与经营的深度转型工作。2025 年是公司转型的深水期和持续阵痛期，2025年上半年，公司于报告期内共调改开业93家门店(截至2025 年6月30日调改门店总数达124家)。门店调改需经历歇业装修、新设备投入、旧资产报废、重开业支 出、人员技能爬坡等大量必要过程。 永辉超市表示，近年来随着零售行业竞争的持续加剧以及消费者对于场景体验、产品品质要求的不断提 升，品质消费正逐步重构零售生态。2024年公司主动寻求变革，以"品质零售"为核心启动战略转型，全 面学习胖东来模式调改门店及组织转型，截至2024年12月末已完成31家门店商品结构调整与服务升级。 ...

（文章来源：证券日报） 证券日报网讯 7月30日晚间，永辉超市发布公告称，公司于2025年7月30日召开第六届董事会第四次会 议和第六届监事会第三次会议，审议通过了关于公司2025年度向特定对象发行A股股票（简称"本次发 行"）的相关议案。根据相关规定，本次发行的相关议案尚需提交公司股东会审议。基于本次发行的总 体工作安排，公司董事会决定暂不召开股东会审议本次发行相关事项，待相关工作准备完成后，公司董 事会将另行发布召开股东会的通知，提请股东会审议相关事项。 ...

据项目所示，门店升级改造项目预计使用募集资金32.13亿元，总投资55.97亿元。公司拟对298家门店进 行"胖东来模式"调改升级，通过改善市场经营环境和软硬件设施，提升门店的市场形象和服务品质，增 强消费舒适性和体验感，同时在商品结构、购物体验、组织架构及薪酬等多个方面进行系列化改革，提 高综合市场竞争力和盈利能力。 永辉超市（601933）(601933.SH)披露2025年度向特定对象发行A股股票预案，公司拟向不超过35名特定 投资者发行股票，发行价格不低于定价基准日前20个交易日公司股票交易均价的80%，且不低于本次发 行前最近一期经审计的归属于母公司普通股股东的每股净资产的金额;发行股票数量不超过发行前公司 总股本的30%。 本次向特定对象发行股票募集资金总金额不超过39.92亿元(含本数)，本次募集资金总额在扣除发行费用 后的净额将用于门店升级改造项目、物流仓储升级改造项目、补充流动资金或偿还银行贷款。 ...

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%。 （文章来源：每日经济新闻） 永辉超市（SH 601933，收盘价：4.88元）7月30日晚间发布公告称，本次向特定对象发行股票的方案及 相关事项已经获得公司2025年7月30日召开的第六届董事会第四次会议审议通过，本次发行的发行对象 为不超过35名符合中国证监会规定条件的特定投资者，发行价格不低于定价基准日前20个交易日公司股 票交易均价的80%。本次发行拟募集不超过约39.92亿元，募集资金用于以下用途：门店升级改造项 目，总投资约55.97亿元，拟投入募集资金约32.13亿元；物流仓储升级改造项目，总投资约3.09亿元， 拟投入募集资金约3.09亿元；补充流动资金或偿还银行贷款项目，总投资4.7亿元，拟投入募集资金4.7 亿元。 ...

Group 1 - In 2025, China has 130 companies listed in the Fortune Global 500, a decrease of 3 from the previous year, ranking second after the United States [2] - The total revenue of the 130 Chinese companies for 2024 is approximately $10.7 trillion, with an average sales revenue of about $82 billion [2] - The average profit of companies from mainland China and Hong Kong increased from $3.9 billion to $4.2 billion, a year-on-year increase of 7.4% [2] Group 2 - Major Chinese tech companies such as JD.com, Alibaba, Tencent, Pinduoduo, and Meituan continue to grow in a competitive landscape, with their rankings improving [3] - Pinduoduo saw the most significant ranking increase, jumping 176 places to rank 266, while Meituan rose 57 places to rank 327 [3] - JD.com remains the highest-ranked private company from mainland China at position 44, while Huawei's revenue is close to $120 billion, although its profit decreased to approximately $8.7 billion [3] Group 3 - Ten Chinese automotive and parts companies made it to the 2025 Fortune Global 500, with Chery's revenue increasing from $39.1 billion to $59.7 billion, elevating its rank by 152 places to 233 [3] - BYD's ranking improved by 52 places to 91, marking its first entry into the top 100, while Geely's revenue rose from $70.4 billion to $79.9 billion [3] - Xiaomi's ranking increased by 100 places to 297, achieving its largest growth since its debut in 2019 [3] Group 4 - The total revenue of the 2025 Fortune Global 500 companies is approximately $41.7 trillion, exceeding one-third of the global GDP, with a year-on-year growth of about 1.8% [4] - The profit of the 500 companies collectively reached nearly $3 trillion, marking the second-highest profit total in history [4] - Saudi Aramco remains the most profitable company with a profit of about $105 billion, despite a year-on-year decline of approximately 13% [4] Group 5 - Walmart has been ranked as the largest company globally for the twelfth consecutive year, followed by Amazon and State Grid Corporation of China [4] - The ranking threshold for the Fortune Global 500 increased from $32.1 billion to $32.2 billion [4] - The total assets and net assets of the listed companies reached their highest levels since the inception of the Fortune Global 500 [4]

据项目所示，门店升级改造项目预计使用募集资金32.13亿元，总投资55.97亿元。公司拟对298家门店进 行"胖东来模式"调改升级，通过改善市场经营环境和软硬件设施，提升门店的市场形象和服务品质，增 强消费舒适性和体验感，同时在商品结构、购物体验、组织架构及薪酬等多个方面进行系列化改革，提 高综合市场竞争力和盈利能力。 本次向特定对象发行股票募集资金总金额不超过39.92亿元(含本数)，本次募集资金总额在扣除发行费用 后的净额将用于门店升级改造项目、物流仓储升级改造项目、补充流动资金或偿还银行贷款。 智通财经APP讯，永辉超市(601933.SH)披露2025年度向特定对象发行A股股票预案，公司拟向不超过35 名特定投资者发行股票，发行价格不低于定价基准日前20个交易日公司股票交易均价的80%，且不低于 本次发行前最近一期经审计的归属于母公司普通股股东的每股净资产的金额;发行股票数量不超过发行 前公司总股本的30%。 ...

您好，欢迎准时打开全食在线。 每次逛超市，不知您是否会注意到那些专属货架，上面陈列着琳琅满目的超市自营商品。它们种类各 异，不断丰富着我们的日常生活。 01 你发现了吗？零售商超的自有品牌都有这些趋势 根据国际调研机构Circana数据显示，2024年全球自有品牌的销售额持续增长，达到创纪录的2710亿美 元。 放眼国际，大型零售商正通过推出新品牌来推动销量的增长，比如2024年沃尔玛推出了名为 bettergoods 的杂货自有品牌系列，亚马逊推出了名为 Amazon Saver 的折扣品牌，而Kroger则推出了农产品品牌 Field & Vine。 目光回到国内，自有品牌也越来越成为零售商吸引消费者和提高销售额的关键。盒马X会员店，推出专 门为会员定制开发的自有品牌，品类涵盖范围广泛。河南商超胖东来，除了超值的服务体验之外，其自 有品牌也一度受到消费者的热捧。而作为中国本土超市连锁品牌华润万家，也推出了超值系列、风物系 列、简约系列、品质系列、极致系列等自有品牌，是中国最早推出自有品牌的商超之一。 然而，随着各大渠道商之间自有品牌竞争的日趋激烈，也逐渐暴露出了一些问题。例如，一些渠道商过 分追求自有品牌 ...

Core Viewpoint - Yonghui Supermarket announced on July 30 that it plans to issue A-shares to no more than 35 specific investors, aiming to raise a total of no more than 3.992 billion yuan [1] Fundraising Purpose - The net proceeds from the fundraising, after deducting issuance costs, will be used for store upgrade and renovation projects, logistics and warehousing upgrade projects, replenishing working capital, or repaying bank loans [1]