关于 2025 年半年度主要经营数据的公告 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《上市公司行业信息披露指引第四号——零售》（2022 年修订）相关要求，浙江一鸣食品股份有限公司（以下简称"公司"）现将 2025 年半年度门店变动情况及主要经营数据披露如下： 一、报告期内门店变动情况 期初门店 新开门店 闭店 期末门 店 地区 门店性质 门店数 建筑面积 门店数 建筑面积 门店数 建筑面积 门店 数 建筑面积 量（家） （㎡） 量 （家） （㎡） 量（家） （㎡） 量 （家） （㎡） 华东 直营 497 24,275.87 5 138.95 36 1,699.85 466 22,714.97 地区 华东 加盟 1471 65,198.62 106 4,912.70 179 8,037.23 1398 62,074.09 地区 合计 1968 89474.5 111 5051.7 215 9737.1 1864 84789.1 二、报告期内已签约待开业门店情况 加盟门店 经营 地区 门店 门店 ...

证券代码：605179 证券简称：一鸣食品 公告编号：2025-022 浙江一鸣食品股份有限公司 关于 2025 年半年度主要经营数据的公告 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《上市公司行业信息披露指引第四号——零售》（2022 年修订）相关要求，浙江一鸣食品股份有限公司（以下简称"公司"）现将 2025 年半年度门店变动情况及主要经营数据披露如下： 一、报告期内门店变动情况 | 地区 | 门店性质 | 期初门店 | | 新开门店 | | 闭店 | | 期末门店 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 门店数 | 建筑面积 | 门店数 | 建筑面积 | 门店数 | 建筑面积 | 门店数 | 建筑面积 | | | | 量（家） | （㎡） | 量（家） | （㎡） | 量（家） | （㎡） | 量（家） | （㎡） | | 华东 地区 | 直营 | 497 | 24,275.87 | 5 ...

Core Insights - The food retail industry is experiencing a shift towards digitalization, driven by the inefficiencies and high losses of traditional retail formats, leading to a focus on specialized food categories and accelerating the chain process in food retail [1][6][9] - The overall digitalization level in the food retail sector is low, and the increase in chain rates will promote digital transformation, focusing on efficiency upgrades and experience reconstruction [1][9] - The digital reconstruction of the food retail industry is based on the concept of "people-goods-scene," with the cash register system serving as a key data touchpoint, alongside supply chain management and omnichannel operation systems [1][12] Digitalization Demand Background - The food retail industry has a low level of digitalization, primarily characterized by decentralized community stores and family-run shops, but is entering an accelerated phase of digital transformation due to the rise of new business formats [9] - Digitalization can integrate the supply chain, optimize procurement costs, and enhance management efficiency while reducing inventory waste [9] - The transformation will focus on improving supply chain management efficiency and reconstructing consumer experience through omnichannel operations [9] Evolution of Food Retail Formats - The transition from traditional supermarkets to specialized new formats is accelerating, with the emergence of brand snack chains, community fresh supermarkets, and other vertical formats [6] - Focusing on specific categories allows startups to quickly establish brand recognition and reduce SKU complexity, leading to lower operational costs [6] - New formats optimize supply chain efficiency by reducing intermediaries and adopting direct sourcing methods [6] Digitalization Framework - The core of food retail digitalization lies in reconstructing the collaborative relationship between people, goods, and scenes [12] - The digitalization of "people" focuses on consumer-centric omnichannel systems, while "goods" emphasizes transparent and controllable supply chain management [12] - The cash register system acts as a critical data hub, forming a "iron triangle" with supply chain management and omnichannel operation systems [12] Cash Register System Insights - The cash register system enhances operational efficiency through integrated payment, inventory management, and dynamic promotions, serving as a data hub for the food retail industry [19] - Different food categories require tailored cash register systems to meet their unique sales and promotional needs [19] - The competitive landscape shows that LeMon holds a leading market share of 38.9%, with a CR3 of 82.0% in the food retail cash register system market [21] Supply Chain Management System Insights - The supply chain management (SCM) system connects production and sales, maintaining supplier relationships and managing logistics [26] - It enhances efficiency through demand forecasting, cost control via supplier collaboration, and risk mitigation through real-time tracking [26] - The competitive landscape includes traditional ERP, comprehensive supply chain, and retail digitalization vendors, each with distinct strategies [29] Omnichannel Operation System Insights - The omnichannel operation system integrates online and offline data flows, creating a unified customer experience and enhancing marketing strategies [33] - It focuses on data accumulation, customer engagement, and operational analysis to drive business decisions [33] - The competitive landscape includes traditional ERP, marketing cloud vendors, and retail digitalization firms, all aiming to optimize their offerings [35] Future Market Outlook - The food retail market is substantial, with the GMV expected to exceed 7 trillion yuan in 2024 and grow to 8.7 trillion yuan by 2029 [38] - Growth drivers include the expansion of lower-tier markets and the rise of instant retail models, emphasizing the importance of digitalization as a competitive factor [38] - Companies that can leverage digitalization will have significant growth opportunities in the evolving market landscape [38] Digitalization Trends - The food retail digitalization vendors are building a technology ecosystem based on cloud-native architecture, data-driven approaches, and intelligent applications [45] - The integration of AI technologies into supply chain management and user operations is expected to enhance decision-making and operational efficiency [45]

Core Points - A new business named Wuhua District Benxuan Fresh Milk Store has been established with a registered capital of 50,000 RMB [1] - The legal representative of the business is Li Li [1] - The business scope includes general projects such as food sales (only pre-packaged food), internet food sales (only pre-packaged food), agricultural and sideline product sales, retail of edible agricultural products, and daily necessities sales [1] - The business is also permitted to engage in small catering services, subject to approval from relevant authorities [1]

Core Viewpoint - A new individual business named Huahu Milk Shop has been established, focusing on food sales and related activities [1] Company Summary - The legal representative of Huahu Milk Shop is Li Huiqiong [1] - The registered capital of the business is 100,000 RMB [1] - The business operates under licensed projects for food sales, which require approval from relevant authorities [1] Industry Summary - The general business scope includes sales of health food (pre-packaged), food sales (only pre-packaged), daily necessities sales, and electronic products sales [1] - The business is allowed to independently conduct operations based on its business license, except for projects that require approval [1]

Core Viewpoint - A new fresh-cut noodle shop named "He Shitian Fresh Cut Noodle Shop" has been established in Chengdu's Shuangliu District, indicating growth in the local food retail sector [1] Company Summary - The shop is registered as an individual business with a legal representative named He Xiaoming [1] - The registered capital of the business is 200,000 RMB [1] - The business scope includes food sales, with specific projects requiring approval from relevant authorities [1] Industry Summary - The shop's general business activities include retail of fresh eggs, agricultural products, and edible agricultural products [1] - The establishment reflects a trend in the food retail industry towards fresh and locally sourced products [1]

Core Points - Chengdu Shuangliu District Nan Guameimei Food Business has been established with a registered capital of 10,000 RMB [1] - The legal representative of the business is Yang Zhenyu [1] - The business scope includes food sales, internet food sales, and alcoholic beverage operations [1] Business Scope - Licensed projects include food sales, internet food sales, and alcoholic beverage operations, which require approval from relevant authorities [1] - General projects include retail of edible agricultural products, sales of pre-packaged food, retail of fresh vegetables and fruits, sales of daily necessities, and retail of household appliances [1] - The business can operate independently with a business license for projects that do not require approval [1]

Core Viewpoint - Recently, Foshan Jiayi Food Co., Ltd. was established with a registered capital of 30,000 RMB, focusing on various food-related retail and sales activities [1] Company Summary - The company is engaged in the retail of fresh meat and the sale of pre-packaged food products [1] - It also sells health food (pre-packaged), daily necessities, fresh fruits, and agricultural products [1] - The company is involved in domestic trade agency, livestock sales, wholesale of fresh meat, retail of fresh vegetables, and various other retail activities including hardware and home appliances [1] Business Operations - The company provides supply chain management services and is involved in import and export activities [1] - It has a licensed project for urban delivery transportation services (excluding hazardous goods) [1] - The company operates under the principle of conducting business activities independently based on its business license, except for projects that require approval from relevant authorities [1]

Core Viewpoint - A new business named "Mai Dong Shi Dai Fu Qing Shui Dian" has been established in Beita District, Shaoyang City, focusing on hydrogen-rich water and various retail activities [1] Company Summary - The business is registered with a capital of 0.5 million RMB [1] - The legal representative of the business is Zhang Ziyu [1] - The business operates under several licensed and general project categories, including the sale of drinking water, food, and alcoholic beverages [1] Industry Summary - The business engages in a variety of retail activities, including fresh fruit sales, internet sales (excluding licensed goods), daily necessities, health food (pre-packaged), adult products (excluding drugs and medical devices), cosmetics, and information consulting services [1] - The company also offers technical services, development, consulting, and intermediary services, as well as marriage introduction services [1]

Core Points - A new company, Linyi Zhen Shanyuan Food Co., Ltd., has been established with a registered capital of 100,000 RMB [1] - The legal representative of the company is Xu Jingfang [1] - The company’s business scope includes food sales and internet food sales, subject to necessary approvals [1] Business Scope - The company is authorized to engage in various food-related activities, including retail of fresh fruits, vegetables, and meat [1] - It also includes sales of clothing, daily necessities, and agricultural products, as well as food additives and processed food [1] - Additional services include technology development, consulting, and equipment installation [1]