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名创优品尾盘涨超4% 公司明日发布中期业绩 机构预计二季度收入增长21%
Zhi Tong Cai Jing· 2025-08-20 07:24
野村则表示,预计名创优品的二季度财报将符合预期,当中,收入预计按年升19%至48亿元人民币;经 营溢利料跌1%至7.44亿元人民币。就公司本地业务,野村料名创优品次季销售增长13%,并录得正向的 同店销售增长,而海外业务则料销售增长29%。不过,由于公司直营店的营运未达理想状态,预计其经 营利润率或继续受压,预计同比降3.1个百分点至15.5%。 名创优品(09896)尾盘涨超4%,截至发稿,涨3.44%,报40.84港元,成交额2.8亿港元。 消息面上,名创优品拟于8月21日举行董事会会议批准中期业绩。海通国际预计公司2Q收入49亿元,同 比增长21%。毛利率预计44.7%,同比增长0.8pct,主因海外直营市场收入占比提升。经营利润7.5亿 元,同比基本持平,经营利润率15.3%,同比下降3.3pct;经调净利6.1亿元(调整永辉股权投资产生的相 关亏损),同比下降3%,经调净利率12.4%,同比下降3.1pct,主要受海外直营市场收入占比提升导致费 用率上行和财务费用增长影响。 ...
国光连锁9.98%涨停,总市值68.53亿元
Jin Rong Jie· 2025-08-20 05:10
Core Viewpoint - Guoguang Chain experienced a significant stock price increase, reaching a limit up of 9.98% on August 20, with a trading price of 13.67 yuan per share and a total market capitalization of 6.853 billion yuan [1] Company Overview - Jiangxi Guoguang Commercial Chain Co., Ltd. is located in Qinyuan District, Ji'an City, Jiangxi Province, and operates a diverse range of retail formats including large shopping centers, specialty department stores, supermarkets, community stores, modern logistics, and e-commerce [1] - The company has nearly 50 directly-operated stores and has received multiple honors, being the first listed company in the commercial circulation industry of Jiangxi Province [1] - Guoguang Chain adopts an "entity + internet" integration development model, aiming to build a retail brand with deep cultural roots and rich connotations, while adhering to the service philosophy of "integrity management, benefiting the community" [1] Financial Performance - As of August 10, Guoguang Chain had 22,800 shareholders, with an average of 22,000 circulating shares per person [1] - For the period from January to March 2025, the company achieved an operating income of 796 million yuan, representing a year-on-year growth of 5.23%, while the net profit attributable to shareholders decreased by 18.07% to 21.749 million yuan [1]
三江购物股价微涨0.47% 公司所属新零售板块受关注
Jin Rong Jie· 2025-08-15 19:58
Group 1 - The stock price of Sanjiang Shopping closed at 10.66 yuan on August 15, with an increase of 0.05 yuan, representing a rise of 0.47% [1] - The trading volume on that day was 71,712 hands, with a transaction amount reaching 0.76 billion yuan [1] - Sanjiang Shopping's main business is commercial retail, primarily operating supermarkets and convenience stores [1] Group 2 - The company has established a relatively complete regional sales network and is a well-known retail chain in Zhejiang Province [1] - The company's concept sectors include commercial department stores, new retail, and community group buying [1] - On August 15, the net outflow of main funds was 7.1955 million yuan, with a cumulative net outflow of 32.8053 million yuan over the past five trading days [1]
步步高: 半年报监事会决议公告
Zheng Quan Zhi Xing· 2025-08-14 16:26
股票简称:步步高 股票代码:002251 公告编号:2025-036 步步高商业连锁股份有限公司 步步高商业连锁股份有限公司监事会 二○二五年八月十五日 第七届监事会第五次会议决议公告 本公司及监事会全体成员保证公告内容的真实、准确和完整,不存在虚假记载、误导 性陈述或重大遗漏。 一、监事会会议召开情况 步步高商业连锁股份有限公司(以下简称"公司")第七届监事会第五次会议 通知于 2025 年 8 月 8 日以微信的形式送达全体监事,会议于 2025 年 8 月 事 5 人。会议的出席人数、召集召开程序、议事内容符合《中华人民共和国公 司法》(以下简称"《公司法》")和《步步高商业连锁股份有限公司章程》(以 下简称"《公司章程》")的有关规定。 二、监事会会议审议情况 经与会监事认真讨论并表决,审议并通过如下议案: 年度报告>的议案》。 经审核,监事会认为董事会编制和审核公司 2025 年半年度报告的程序符合 法律、行政法规和中国证监会的规定,报告内容真实、准确、完整地反映了上市 公司的实际情况,不存在任何虚假记载、误导性陈述或者重大遗漏。 特此公告。 ...
步步高(002251)8月14日主力资金净流出4394.65万元
Sou Hu Cai Jing· 2025-08-14 15:32
步步高最新一期业绩显示,截至2025中报,公司营业总收入21.33亿元、同比增长24.39%,归属净利润 2.01亿元,同比增长357.71%,扣非净利润1166.89万元,同比增长113.84%,流动比率0.513、速动比率 0.438、资产负债率61.38%。 天眼查商业履历信息显示,步步高商业连锁股份有限公司,成立于2003年,位于湘潭市,是一家以从事 装卸搬运和仓储业为主的企业。企业注册资本268869.9689万人民币,实缴资本86390.3951万人民币。公 司法定代表人为王填。 金融界消息 截至2025年8月14日收盘,步步高(002251)报收于4.75元,下跌2.26%,换手率5.12%,成 交量106.26万手,成交金额5.08亿元。 资金流向方面,今日主力资金净流出4394.65万元,占比成交额8.65%。其中,超大单净流出1681.25万 元、占成交额3.31%,大单净流出2713.40万元、占成交额5.34%,中单净流出流入1686.08万元、占成交 额3.32%,小单净流入2708.57万元、占成交额5.33%。 通过天眼查大数据分析,步步高商业连锁股份有限公司共对外投资了140家 ...
步步高:2025年半年度净利润约2.01亿元
Mei Ri Jing Ji Xin Wen· 2025-08-14 10:31
步步高(SZ 002251,收盘价:4.75元)8月14日晚间发布半年度业绩报告称,2025年上半年营业收入约 21.29亿元,同比增加24.45%;归属于上市公司股东的净利润约2.01亿元;基本每股收益0.07元。2024年 同期营业收入约17.11亿元;归属于上市公司股东的净利润亏损约7786万元;基本每股收益亏损0.03元。 (文章来源:每日经济新闻) ...
从网络基石到管理升级:静态 IP 在店铺数字化运营中的核心价值
Sou Hu Cai Jing· 2025-08-14 08:46
Core Insights - The article emphasizes the transition of store operations from traditional models to a data-driven, intelligent decision-making approach, highlighting the importance of network stability as a foundational support for digital operations [1][22]. Group 1: Static IP as the "Network Foundation" for Digital Operations - Static IP addresses provide physical isolation for each store, avoiding risks associated with dynamic IPs, such as frequent disconnections and data synchronization failures [3][4]. - Static IP ensures 24/7 uninterrupted operations, supporting critical services like payment systems and security systems without downtime [5][6]. - The traceability of static IPs enhances security management by allowing for IP-based access control and detailed logging of network activities [7][8]. Group 2: Management Upgrades Driven by Static IP - Inventory management evolves from manual counting to intelligent alerts, with real-time data synchronization between ERP systems and headquarters [10][11]. - Security management shifts from reactive measures to proactive prevention, utilizing AI for real-time monitoring and alerting [12][13]. - Customer operations transition from broad marketing strategies to targeted engagement through data analysis, enhancing customer experience and loyalty [14]. Group 3: Long-term Value of Static IP - Direct benefits include cost reduction and efficiency gains, with significant savings reported in operational costs and reduced business interruption losses [20][21]. - Indirect benefits enhance brand competitiveness, improving customer satisfaction and compliance with regulatory requirements [21][22]. - Static IP is positioned as a necessary component for digital transformation in retail and other sectors, with a return on investment typically realized within 8-12 months for brands with annual revenues exceeding 50 million [22].
国光连锁:股票交易异常波动公告
(编辑 姚尧) 证券日报网讯 8月12日晚间,国光连锁发布公告称,公司股票价格于2025年8月8日、8月11日、8月12日 连续3个交易日内日收盘价格涨幅偏离值累计达到20%,属于股票交易异常波动情形。经公司自查,并 向控股股东及实际控制人核实,截至本公告披露日,不存在应披露而未予以披露的重大信息。 ...
社保新规落地在即 连锁零售企业寻求构建新型劳动关系
Bei Jing Shang Bao· 2025-08-12 11:55
Group 1 - The chain retail industry employs over 50 million people, accounting for approximately 7% of the total employment population, playing a crucial role in maintaining livelihoods and stabilizing employment [1] - The current market competition environment has changed, making it difficult for companies to achieve performance growth, which raises higher demands for employee capabilities and cost control [1] - The industry is experiencing multiple overlapping impacts from consumption upgrades, digital transformation, and changes in the labor market, leading to new trends and challenges in employment [1] Group 2 - Companies are stabilizing employment positions by optimizing scheduling systems, advancing digital management, conducting skills training, and establishing new labor relations [1] - As Generation Z becomes the main force in the labor market, there is an increasing demand for flexible employment, career development, and work-life balance, challenging traditional employment models [1] - The unique characteristics of the chain retail industry, such as widespread store distribution, high personnel mobility, and diverse skill requirements, present specific challenges in recruitment, training, and retention [1] Group 3 - The Supreme People's Court's new judicial interpretation regarding labor disputes will take effect on September 1, which addresses key issues such as labor relationship recognition and compensation payment, drawing widespread attention from industry enterprises [2]
国光连锁: 江西国光商业连锁股份有限公司股票交易异常波动公告
Zheng Quan Zhi Xing· 2025-08-12 10:16
证券代码:605188 证券简称:国光连锁 公告编号:2025-033 江西国光商业连锁股份有限公司 股票交易异常波动公告 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。 重要内容提示: ? 江西国光商业连锁股份有限公司(以下简称"公司")股票价格于 2025 年 8 月 8 日、8 月 11 日、8 月 12 日连续 3 个交易日内日收盘价格涨幅偏离值累 计达到 20%。根据《上海证券交易所交易规则》的有关规定,属于股票交易异常 波动情形。 ? 经公司自查,并向控股股东及实际控制人核实,截至本公告披露日,不 存在应披露而未予以披露的重大信息。 ? 公司敬请广大投资者注意二级市场交易风险,理性决策,审慎投资。 一、 股票交易异常波动的具体情况 公司股票交易连续 3 个交易日(2025 年 8 月 8 日、8 月 11 日、8 月 12 日) 内日收盘价格涨幅偏离值累计达到 20%,根据《上海证券交易所交易规则》的有 关规定,属于股票交易异常波动情形。 二、公司关注并核实的相关情况 针对公司股票交易异常波动的情况,公司对有 ...