Core Insights - Yonghui Supermarket is set to reopen its Xinmi Zhongqiang Guangnian store after adjustments, marking its eighth store in Henan under the "Pang Donglai" assistance program [1] - The store's product structure has been revamped to meet 80% of Pang Donglai standards, with a significant increase in fresh food offerings [1][2] - The adjustment reflects a broader trend of increasing consumer interest in county-level markets, prompting Yonghui to continue expanding in these areas [2][3] Group 1 - The Xinmi Zhongqiang Guangnian store has optimized its product offerings, removing 8,136 items and adding 5,036 new products, resulting in a new product addition rate of over 55.2% [1] - The proportion of imported goods has risen to 16%, and the share of fresh food has increased from 5% to 20%, creating a "fresh + food + daily necessities" product mix [1] - The store features a dedicated area for Pang Donglai brand products, offering over 40 popular items, including affordable quality essentials [1] Group 2 - The store has enhanced customer experience through service upgrades, such as offering various meat preparation services and providing conveniences like magnifying glasses and wet hand tools [2] - Employee engagement has been boosted through salary reforms, with an average salary increase of 64% for frontline staff and additional benefits like paid leave and free meals [2] - The county market's consumption capacity is gaining attention from various retail brands, with Yonghui planning further adjustments in multiple county-level stores [2][3] Group 3 - National retail sales in urban areas reached 42.12 trillion yuan, growing by 3.4%, while rural retail sales hit 6.67 trillion yuan, increasing by 4.3% [3] - The slower pace of life in county markets leads consumers to prefer in-store shopping, focusing on product quality, price, and service, which presents growth opportunities for quality supermarkets [3] - With the opening of the Xinmi store, Yonghui's total number of adjusted stores will rise to 70, with expectations to reach 124 by the end of June [3]

点击上图 ▲立即预约 一季度规上工业企业利润由降转增 一季度小米手机登顶中国区销冠 4月28日消息，根据IDC发布的数据，2025年第一季度，中国智能手机市场前五大厂商出货量及市场份额分别为：小米出货量1330万台，市场份 额 18.6% ， 同 比 增 长 39.9%； 华 为 出 货 量 1120 万 台 ， 市 场 份 额 15.7% ， 同 比 增 长 10%；OPPO 出 货 量 1110 万 台 ， 市 场 份 额 15.5% ， 同 比 增 长 0.5%；vivo出货量1080万台，市场份额15.0%，同比增长4%；苹果出货量980万台，市场份额13.7%，同比下降10%。时隔十年，小米手机中国 区销量再次登顶。 4月 27日，国家统计局公布数据显示，1—3月份，全国规模以上工业企业实现利润总额15093.6亿元，同比增长0.8%，去年全年同比下降3.3%。 3月份，规模以上工业企业利润由1—2月份下降0.3%转为增长2.6%，企业当月利润有所改善 。 具体来看，近六成行业利润实现增长，制造业改善明显。一季度，在41个工业大类行业中，有24个行业利润同比增长，增长面近六成；有24个 行业利润增速 ...

Group 1 - The "Shanghai Supermarket Foreign Trade Quality Products Docking Conference" was held, facilitating connections between key supermarket enterprises and nearly 80 foreign trade companies [1][3] - The Shanghai Municipal Commerce Commission and the Market Supervision Administration introduced policies to help foreign trade companies expand domestic market channels, reduce costs, and enhance operational capabilities [3][4] - Bailian Group launched a "Foreign Trade to Domestic Sales" section, with initial products already listed, responding to U.S. tariffs by leveraging online and offline strategies to assist foreign trade companies [3][4] Group 2 - Zhongshan Park Longzhimeng Mall established a dedicated招商 team to support foreign trade companies with rental discounts, free promotions, and live streaming services, creating a "green channel" for foreign trade products [3][4] - Hema opened a green channel for foreign trade companies, providing 24-hour dedicated service, simplifying certification processes, and shortening product listing times [4] - Global Harbor implemented seven major actions to support foreign trade companies in expanding domestic sales, including venue and store support [4] Group 3 - During the upcoming Shanghai 6th "May 5th Shopping Festival," local supermarkets will continue to conduct foreign trade product docking activities to stabilize foreign trade, promote consumption, and benefit the public [5]

为了保住上市资格，*ST人乐在2024年进行了一连串的资本运作，最终于2024年12月31日前实施完成了 重大资产出售暨重大资产重组事项，并于2025年1月28日发布了扭亏为盈的业绩预告，预计2024年期末 净资产为0.23亿元至0.73亿元，归属于上市公司股东的净利润为4.10亿元至4.60亿元。 具体来看，*ST人乐在2024年通过出售西安人人乐商品配销有限公司（下称"西安配销"）、西安高隆盛 商业运营管理有限公司（下称"西安高隆盛"）等3家公司股权，取得投资收益约3.50亿元；同时，公司 出售持有的长沙市人人乐商业有限公司等13家子（孙）公司的100%股权及相应债权，取得投资收益约 6.40亿元。 （原标题：年报业绩从大幅预盈到预亏，*ST人乐"关联交易保壳"或已失败） 2025年4月28日，人人乐连锁商业集团股份有限公司（002336.SZ，下称"*ST人乐"）发布业绩预告修正 公告，预计2024年期末净资产修正后为-4.07亿元至-3.92亿元，归属于上市公司股东的净利润修正后为 亏损500万元至2000万元（此前预盈4.10亿元至4.60亿元）。 公告同时表示，根据相关规定，该公司股票可能被深圳证 ...

Core Viewpoint - Yonghui Supermarket is undergoing significant transformation pains, resulting in a continuous decline in revenue and increasing losses over the past four years [1][2][3]. Financial Performance - In 2024, Yonghui Supermarket reported revenue of approximately 676 billion yuan, a year-on-year decrease of about 14% [1][3]. - The net profit attributable to shareholders was a loss of 14.65 billion yuan, an increase in loss of over 10% compared to the previous year [1][3]. - Cumulatively, the company has incurred losses of approximately 95 billion yuan over the past four years [2][4]. - The net profit excluding non-recurring items for 2024 was a loss of 24.10 billion yuan, which is a year-on-year increase of 21.98% [3][4]. Strategic Transformation - The company is actively optimizing its store structure and procurement model amid fierce competition in the retail industry, which has pressured store sales [2][4]. - As of the end of 2024, Yonghui Supermarket had completed the transformation of 31 stores, with plans to exceed 124 transformed stores by June 2024 and reach 300 by the Lunar New Year in 2026 [2][6]. - The company is learning from competitors like Pang Donglai and is implementing a "quality retail" reform direction [6][7]. Supply Chain and Financial Management - Yonghui Supermarket is focusing on core suppliers and long-term partnerships to enhance its supply chain [7]. - To support its reforms, the company raised 18.15 billion yuan through asset sales, but it still faces financial pressure with a debt ratio of 88.73% as of the end of the first quarter [8]. - The company had cash and financial assets totaling 70.15 billion yuan against interest-bearing liabilities of 69.89 billion yuan [8].

Group 1: Core Initiatives - Qingdao is leveraging a "government platform + enterprise collaboration" model to support foreign trade enterprises in overcoming challenges in international trade [1][10] - The "Foreign Trade Quality Products Qingdao Event" aims to integrate domestic and foreign trade, with over 100 promotional activities planned [2][11] - The Qingdao Municipal Bureau of Commerce is focusing on expanding domestic demand through various initiatives, including organizing events and optimizing services for foreign trade enterprises [2][11] Group 2: E-commerce and Market Support - Major e-commerce platforms like JD.com, Tmall, and Douyin are providing comprehensive support to foreign trade enterprises, including zero commission and full-chain services to facilitate their transition to domestic sales [4][6] - JD.com has announced a special support fund of 200 billion yuan for foreign trade enterprises, with nearly 10 billion yuan already allocated [4] - Tmall is launching the "Foreign Trade Selection" project, targeting at least 10,000 foreign trade merchants and 100,000 foreign trade products [5] Group 3: Local Enterprises and Product Showcase - The event features over 50 local enterprises showcasing a variety of products, including electronics, sports goods, and local specialties, aimed at connecting with domestic consumers [8][9] - Local enterprises are adapting their product offerings to meet domestic market demands, with some already exploring new markets in the Middle East and Australia [9][10] - The event is designed to create a vibrant marketplace where foreign trade products can connect with domestic consumers, enhancing the visibility and sales of these products [10]

文 ｜ 彭倩 编辑 ｜ 乔芊 杨轩 来源｜ 36氪未来消费（ID：lslb168） 封面来源 ｜ 企业官方 36氪独家获悉，至2025年3月，盒马首次实现全年盈利（2024年4月至2025年3月）。 同时，盒马旗下最重要的业务「盒马鲜生」也进行了高层更替。据36氪了解， 盒马鲜生目前的业务架构分为4条，分别为营运 （各地线下门店）、线上运营、采购和物流供应链，负责人均直接向盒马CEO严筱磊（花名：百合）汇报。 盒马实现盈利，离不开新任CEO一系列的改革。 2024年3月，盒马原首席财务官严筱磊出任盒马CEO。去年年底，严筱磊在内部信中明确表示，将聚焦「盒马鲜生」大店和「盒 马NB」超市两大核心业态战略，前者负责快速复制成熟模式，后者深耕社区化服务，形成互补优势。而曾经的盒马"三架马车"之 一——X会员店仍在不断收缩：今年3月底，盒马X会员店继续在上海关闭3家店，全国仅剩5家。 以下文章来源于36氪未来消费 ，作者彭倩 36氪未来消费 . 在这里看到消费的未来。36氪旗下官方账号。 成立9年， 盒马终于实现全年盈利。 看完AJ开的药方,老中医笑了 美国人疯抢中国货,阿里昔日手下败将 迎来泼天流量 | 焦点分析 ...

作者 | 彭倩 编辑 | 乔芊 杨轩 36氪独家获悉，至2025年3月，盒马首次实现全年盈利（2024年4月至2025年3月）。 同时，盒马旗下最重要的业务「盒马鲜生」也进行了高层更替。据36氪了解 ， 盒马鲜生目前的业务架构分为4条，分别为营运（各地线下门店）、线上 运营、采购和物流供应链，负责人均直接向盒马 CEO 严筱磊（花名：百合）汇报。 盒马实现盈利，离不开新任 CEO 一系列的改革。 成立9年，盒马终于实现全年盈利。 为了提升用户体验，盒马对全国近一半的盒马鲜生门店进行了调改，并通过算法进行升级；自去年起，盒马还重启了前置仓，与盒马鲜生大店组 成"1+N"的模式。当时盒马方面透露，试点使用前置仓，是为了加密服务半径，为更多用户提供3公里30分钟内送达服务。前置仓模式也是带动山姆在中 国高速发展的重要布局。 在供应链和商品方面，盒马针对不同的业态，进行差异化的商品开发，盒马鲜生和盒马 NB 如今已经完全不同的商品体系。盒马也在加大对自有品牌的 建设，尤其是健康赛道品牌"盒补补"。如今盒马整体的自有品牌比例在35%左右。 各项数据向好，重启扩张之路的盒马设下了更大的增长目标。去年底的内部信中，严筱磊立 ...

永辉超市承诺为库存积压的外贸企业开通"15天极速上架"绿色通道，并提供市场推广与产品升级支持。 盒马则聚焦百货品类，开放24小时入驻通道，并依托高效供应链为外贸企业提供物流支持，盒马将上 线"外贸专区"，联合开发创新商品，覆盖家居、美妆、母婴等领域。 拼多多推出"千亿扶持"计划，未来三年内拟投入资金、流量等资源超过1000亿元人民币，加码高质量电 商生态建设。该计划将加大对跨境中小商家的补贴力度，帮助跨境商家稳定生产，降本增效，应对出海 风险。 苏宁易购发布外贸优品振兴计划，为外贸企业产品内销提供极速入驻和全流程服务，通过线上线下融合 引流促销、联合定制和自营大单包销、一站式代运营等模式帮助外贸企业拓展国内市场。 美团第一时间成立专项，在"商家入驻、经营扶持、品牌打造"等方面开设绿色通道，欢迎外贸商家进驻 美团，全力支持外贸商品上线美团各业务，合力打造繁荣共赢的"内外贸一体化"生态体系，让优质外贸 商品惠及更多国内消费者。 一场商超零售企业联动，助力外贸拓内销的"破局行动"正加速推进。4月14日，记者从深圳市商务局获 悉，在商务部"内外贸一体化"政策引领下，深圳联动国内头部电商平台、零售企业，充分发挥各自优 ...

特斯拉新 Model Y 在上海工厂量产，考验特斯拉品牌护城河的时间到了。 特斯拉需要一款畅销车提升销量、提振信心，相比新车型，全球 "销冠" Model Y 的焕新版是更稳 妥的选择。2 月 18 日，这款预告了一月余的改款车型在上海超级工厂量产，2 月下旬开始交付，比 此前市场预测的 3 月略有提前。 这是 Model Y 2020 年发布后第一次 "重大更新"。它把百公里能耗从老款的 12.5 度降至 11.9 度，最 大续航里程增至 719 公里，同时全系标配了自动辅助驾驶硬件。另外，空间、内饰、操控和舒适性 上做了微调。去年，Model Y 在中国销量超过 48 万台。 百度 2024 年广告业务下滑。 百度今日发布了 2024 年第四季度及全年财报，2024 年全年总营收为 1331 亿元，同比微跌 1%，净 利润 234 亿元人民币，同比增长 21%，而排除了一次性因素影响的非 GAAP 营业利润下滑了 8%。 AI 相关的业务有一定增长，文心大模型日均调用量同比增长了 33 倍，四季度智能云业务同比增长 了 26%，最近一周内，百度陆续宣布了文心大模型开源、免费的关键策略调整。占据营收超一半 ...