Core Insights - Yonghui Supermarket reported a total revenue of 67.574 billion yuan for the year 2024, with a net profit attributable to shareholders of -1.465 billion yuan. In Q1 2025, the revenue was 17.479 billion yuan, with a net profit of 148 million yuan [1] - The company is undergoing a strategic transformation, focusing on the "Pang Donglai" model adjustment, store optimization, and supply chain innovation, marking a critical phase in the "Quality Yonghui" reform [1] - As of the end of March 2025, 41 "steady-state stores" (stores open for more than three months) achieved a cumulative net profit of 14.7 million yuan [1] Store Transformation and Performance - Yonghui Supermarket has completed the transformation of 61 stores under the "Pang Donglai" model, with expectations to exceed 124 transformed stores by June 2025 and a target of 300 stores before the Lunar New Year in 2026 [1] - The next 12-18 months are anticipated to be a concentrated release period for the results of the reform, driven by an increase in the proportion of transformed stores and deepening supply chain reforms [1] Supply Chain Strategy - At the 2025 Global Supplier Conference, the company emphasized a supply chain upgrade strategy focusing on core suppliers, core big products, and long-termism, while opposing frequent changes in suppliers [2] - Yonghui Supermarket has initiated a "15-day rapid shelving" green channel for export-restricted enterprises, providing brand promotion and new product development support [2] - As of April 22, 2025, the company has entered procurement discussions with over 300 quality supply chain enterprises, including many Chinese manufacturers supplying to U.S. supermarkets [2] Future Development Strategy - The company remains committed to the "Pang Donglai" model and quality retail strategy, aiming to create a national supermarket more suitable for mainstream Chinese families [3] - The focus will be on core big products, with a goal to incubate 100 billion-level products in collaboration with suppliers, establishing itself as a quality choice [3]

Core Viewpoint - Yonghui Supermarket is undergoing a strategic transformation towards a "quality retail" model, focusing on store optimization and supply chain innovation, with significant progress in its "Pang Donglai" model reform and achieving sales and profit targets in the first quarter of 2025 [1][2][5] Financial Performance - In 2024, Yonghui Supermarket achieved a total revenue of 67.574 billion yuan, with a net profit attributable to shareholders of -1.465 billion yuan [1] - As of the end of March 2025, 41 "steady-state stores" that had been operational for over three months achieved a cumulative net profit of 14.7 million yuan [2] Strategic Transformation - The company has completed the "Pang Donglai" model reform in 61 stores, with expectations to exceed 124 reformed stores by June 2025 and a target of 300 stores by the Lunar New Year of 2026 [2] - Yonghui Supermarket is committed to enhancing its supply chain and product quality, focusing on core suppliers and long-term partnerships, while rejecting frequent supplier changes [3] Supply Chain Innovation - The supply chain transformation is a key driver for Yonghui's shift to "quality retail," with a focus on connecting with foreign trade enterprises to enhance supply chain efficiency and product renewal [3] - The company has initiated a "15-day rapid listing" green channel for foreign trade enterprises affected by global supply chain disruptions, facilitating over 300 procurement negotiations with quality suppliers [4] Social Responsibility and Community Engagement - Yonghui Supermarket is actively supporting foreign trade enterprises and enhancing food safety measures, investing over 100 million yuan in food safety upgrades and engaging in community support initiatives [4] - The company emphasizes its role as a "national supermarket," aiming to provide consumers with affordable access to international quality products while contributing to social growth [5]

永辉超市（601933）公告，2024年营业收入为675.74亿元，同比减少14.07%。归属于上市公司股东的净 亏损14.65亿元，去年同期净亏损13.29亿元。公司拟不分配现金股利，亦不实施包括资本公积转增股本 在内的其他形式的分配。 ...

Core Viewpoint - Yonghui Supermarket (601933.SH) reported a significant decline in both revenue and net profit for Q1 2025, attributed to strategic and operational transformations, including the closure of underperforming stores [1] Financial Performance - The company's revenue for Q1 2025 was 17.479 billion yuan, representing a year-on-year decrease of 19.32% [1] - The net profit attributable to the parent company's shareholders was 148 million yuan, down 79.96% year-on-year [1] Strategic Changes - The decline in financial performance is primarily due to the company's proactive strategy to transform its business model and reduce the number of stores by closing underperforming locations [1]

金十数据4月25日讯，永辉超市公告称，2025年第一季度营业收入为174.79亿元，同比下降19.32%。主 要由于公司主动进行战略和经营模式转型，关闭尾部门店导致门店数量减少。 永辉超市：2025年第一季度营业收入同比下降19.32% ...

三江购物（601116）公告，2025年第一季度营收为10.74亿元，同比增长1.13%；净利润为7076.41万 元，同比增长35.32%。 ...

央视网消息：近期，美国大幅提升中国输美商品关税，外贸企业面临挑战。对此，商务部加大力度推进内外贸一体化。重点商 超、电商平台为外贸企业开通的内销"直通车"，让出口受阻产品以最快速度与消费者见面。 出口转内销还来自外贸企业自身的转型需求。这家企业主力业务是向海外出口金枪鱼罐头等产品，2018年以后逐渐降低向美国市 场出口规模，转向欧洲及中南美市场。考虑关税、运费上涨等带来的不确定性，他们正在积极拓展内销。 如今，多家零售企业向外贸企业伸出了"橄榄枝"。助力"出口转内销"，并不单纯为了共克时艰，而是实现供应商、实体零售和消 费者的"多赢"。中国商业联合会副会长傅龙成称，中国市场是一片汪洋大海，制造业企业、供货商将更加丰富多彩的商品提供到国内 市场，让中国消费者享受到更加实惠的服务、更加优质的商品。 4月22日，首批出口转内销的外贸商品在超市上架。这家企业主要生产牙刷、牙线等产品，长期为沃尔玛等欧美超市供货，目前 与美国市场的合作几乎停滞。看到公开信后，他们立即发了邮件，第二天就收到了回信。在企业和超市的沟通群里，记者看到有和商 品类型匹配的采购专员全流程对接手续，从建群到商品快递到店，只用了8天时间。 在北京的一 ...

央视网消息（焦点访谈）：近期，美国以所谓的"对等关税"为名大幅提升我国输美商品关税，相关外贸企业面临严峻挑战。对此，商务部加大力度推进 内外贸一体化，加大对外贸企业拓内销的帮助力度，促进内外贸渠道对接、品牌对接、产销对接、标准对接。同时各地政府也纷纷出台举措。多家行业协会 联合发布倡议书，重点商超、电商平台等共同发力，推动内外贸联动，拓展内销市场。 这些天，山东临沂这家外贸企业的负责人很着急。企业的主营业务是一次性纸杯纸碗，美国市场占企业出口商品总份额的75%。最近，受美国滥施关税 的影响，企业正面临严峻挑战。 4月16日，京东采销人员的到来，让企业看到了一丝希望。这家外贸企业与京东的合作开始于今年2月，当时京东为了发展新的业务线，在全国寻找优质 的源头工厂，宏泰纸塑用品有限公司就是他们当时主动联系的其中一家企业。在此之前，企业并没有接触过线上销售，抱着试试看的态度，他们选择了三款 产品在京东上线销售，结果卖出了意想不到的单量。这家外贸企业的海外市场一直很饱和，现在因为关税的问题，突然面临前所未有的压力，让他们有了通 过国内电商解决问题的想法。 基于之前的合作，京东对企业的产品质量很认可。得知企业的现状后，平 ...

首度出沪，奥乐齐便收获了刷新业绩记录的成绩单。伴随新旧国际面孔陆续"上车"、本土企业调改成效落地，零售行 业有关质价比及服务端的竞争或许才刚刚开始。 近日，全球连锁超市ALDI奥乐齐位于苏州方洲邻里中心和无锡圆融广场的两家江苏首店同步开业。奥乐齐方面表示， 其在江苏零售市场仍延续"质价比"为先路线。 编辑/王璨、林辰 据悉，自2019年进入中国市场以来，奥乐齐便通过聚焦本土化，布局超80%的本土优选供应商，并结合"精简SKU+自 牌战略"的主张模式，将成本控制与全球供应链管理和国际品控能力融合，从而平衡低价与高质。目前，奥乐齐共拥 有13个自有品牌，在其所有产品中占比超90%，自牌产品可实现从源头掌握供应链，减少中间溢价环节、提高供应链 效率、确保国际化的品控标准。将版图拓宽至新区域，"超值"系列以及9.9元矩阵内的多款商品也是苏锡两店开业后的 热销产品。 （综合自ALDI奥乐齐、Iceland、山姆会员商店、Costco开市客、步步高、永辉超市、"梁溪发布"公众号等） 基于首次出沪的前提，早在月前，奥乐齐便已在公众号对开业信息进行披露，作为目的地的无锡圆融购物中心也在同 社交平台渠道对相关信息进行数次预热。 ...