来源：@智通财经APP微博 来源：@智通财经APP微博 【#投资者称永辉超市亏损在预期内##永辉超市发预亏公告#】 1月12日晚间，永辉超市发布公告称，经公司财务部门初步测算，预计2025年度归母净利润为负值， 2025年度经营业绩将出现亏损。永辉表示，最终财务数据以正式披露的2025年年度报告为准。#永辉超 市2025净利润为负# 有投资者告诉蓝鲸记者，"永辉超市预亏是预期内的事情，只是亏多少的问题。"然而，永辉超市并未在 今日的公告中，发布具体的亏损数据。 永辉超市自2024年5月启动"胖改"，至今已有1年半时间，从公司2026年1月9日公布情况看，全国调改门 店已经突破300家。2025年10月，永辉CEO王守诚曾公开表示，学习胖东来模式仍处于初级阶段，坚持 长期主义，希望用2到3年走出生死线，5到10年真正成为一个国民超市品牌。@蓝鲸新闻 有投资者告诉蓝鲸记者，"永辉超市预亏是预期内的事情，只是亏多少的问题。"然而，永辉超市并未在 今日的公告中，发布具体的亏损数据。 永辉超市自2024年5月启动"胖改"，至今已有1年半时间，从公司2026年1月9日公布情况看，全国调改门 店已经突破300家。2025年 ...

为深刻汲取火灾事故教训，坚决遏制重特大火灾事故、有效防控较大事故、全力减少一般事故，敲响全 市范围内消防安全警钟。伊春市消防救援支队在全市范围内组织开展消防安全隐患整治行动。此次行 动，对存在风险隐患的各类单位进行曝光。曝光的3家单位如下： 一、地区：大箐山县 单位名称：铁力市朗乡云翔通讯手机店 存在隐患： 存在隐患： 1.4具灭火器未摆放在明显位置 2.应急灯未插电 三、地区：嘉荫县 单位名称：嘉荫县金嘉湾宾馆 存在隐患： 1.安全出口处未按规定配置疏散照明 2.一具灭火器压力表指针在红色区域 3.营业厅疏散通道堆放杂物，影响人员通行 二、地区：友好区 单位名称：伊春市友好区中旺粮油果蔬食品超市 1.安全出口指示标志未接通电源 2.疏散通道堆放杂物 ...

来源：钛媒体 永辉 1月9日下午，永辉超市在天津空港经济区SM广场店（下称"SM广场店"）正式发布了2026年货节战略。新年和春节的两节期间，是线下超市一年的销售高 峰。发布年货节也可以说是规定动作。不过，年货节战略选择在SM广场店这家门店发布，却颇有深意。根据永辉方面的介绍。当永辉整体的调改门店已经 超过300家的时候，这家年销售额超过4亿元的SM广场店，是目前永辉的"店王"。 因此，通过走访SM广场店，不仅仅是看永辉调改店的尖子生能够做到什么水平。更重要的是，可以据此观察线下超市的调改方向有哪些新的动向。 水产区是调改后的核心亮点，彻底颠覆了传统超市 "脏乱差、鱼腥重" 的刻板印象。通过专人实时清洁、设备全面汰换，来保证环境的干净整齐，比如周边 几乎没有水渍。产品层面则覆盖了从平价民生到高端宴请的全品类海鲜：有9.8 元 / 斤的鲜活草鱼性价比突出，而750—900g 的波士顿龙虾售价 399 元，2— 2.5kg 的帝王蟹仅售 998 元，这个价格实现了亲民的质价比。而且所有海鲜均支持现场加工，从鲜活捕捞到现烹出锅仅需一小时，实现 "生鲜即食" 的便捷体 验。 烟火气怎么来 走进SM广场店，可以发现，这 ...

来源：喜娜AI 金融市场瞬息万变，投资与经济政策深刻影响全球。我们为您带来昨夜今晨的财经新闻，涵盖股市动 态、经济数据、企业财务和政策更新，帮助您全面把握金融世界。 特朗普施压美联储引发担忧 债券巨头称利率或反而上行 特朗普政府施压美联储降息并威胁起诉主席鲍威尔，引发市场对央行独立性的担忧。多家债券巨头警 告，此举可能削弱美联储抗通胀信誉，导致投资者要求更高风险溢价，反而推高长期利率和借贷成本。 尽管市场短期反应相对克制，但政治干预若持续，恐将引发长期利率上行等意想不到的后果。 多地农民养老金缴费上限迎来新一轮上涨，但仅调高缴费上限难以解决养老金偏低问题。农民养老金与 企业退休人员差距显著，原因在于个人缴费水平低且地方财政补贴不足。提高农民养老金需从个人收 入、地方及中央财政补贴三方面协同发力，以增强制度保障能力并促进消费与经济增长。 手术机器人公司精锋医疗港交所上市首日涨超30% 成都一天使投资人8年获益超过130倍 2026年1月8日，精锋医疗登陆港交所，上市首日股价涨超30%。这家由85后博士夫妇创立的手术机器人 公司，成立不足9年便实现从10万元启动资金到百亿估值的跨越。其核心产品多孔腔镜手术机器人已 ...

Group 1 - Li Jiaqi's live streaming event "All Girls' Happy Market" successfully launched in Chengdu, attracting over 10,000 participants and featuring over 20 well-known brands [1] - The event is closely linked to Li Jiaqi's online New Year shopping festival, allowing consumers to experience products offline before purchasing online [1] - A lottery with no threshold for participation was set up, offering consumers a chance to win cash prizes [1] Group 2 - Taobao Flash Sale emphasizes the importance of fair competition in the market, adhering to laws such as the Anti-Monopoly Law and the Anti-Unfair Competition Law [3] - Mingming Henmang has initiated a pre-listing roadshow aiming to raise $400 to $500 million, significantly higher than previous estimates [3] - Watsons Group is progressing with its IPO plans in Hong Kong and London, with Goldman Sachs and UBS as underwriters [3] Group 3 - Tmall's report indicates that over 150,000 quality new merchants opened stores in the past year, with a record number of brands achieving over 100 million in sales in their first year [3] - The number of new brands achieving over 100 million in sales within three years reached 276, marking a significant increase [3] Group 4 - Xianyu has launched a new service called "Yuligou" for trading trendy toys, allowing sellers to set their own prices and providing historical transaction data to assist in decision-making [4] Group 5 - Pinduoduo is testing a new "Billion Supermarket" business model, focusing on limited-time discounts and a wide range of products [6] - The supermarket aims to attract users with significant discounts and a variety of product categories [6] Group 6 - Yonghui Supermarket has unveiled its 2026 New Year Festival strategy, featuring a supply system with 30 high-quality products and 120 major New Year items [7] - This marks Yonghui's first Spring Festival consumer season after expanding its store count to over 300 [7] Group 7 - The Dream Dragon ice cream company has launched nearly 30 new products in China, focusing on local market preferences and innovative flavors [9] - This is the company's first major product launch in China since its independent listing in December 2025 [9] Group 8 - Meituan Flash Sale has introduced a new round of national subsidies in Beijing, allowing consumers to receive discounts on electronic products [10] - The platform aims to enhance consumer engagement and boost sales for local electronic stores [10] Group 9 - The national business conference has outlined plans for 2026, focusing on boosting consumption and improving the commercial circulation system [11] - Major e-commerce platforms are adapting to new policies to enhance market coverage, including rural areas [11] Group 10 - Shanghai plans to open 40 new commercial projects in 2026, adding over 2.9 million square meters of retail space [12] - Key projects are expected to focus on innovative operations and diverse business formats [12] Group 11 - Former China Resources Beer chairman Hou Xiaohai has joined Charoen Pokphand Group as COO for the China region [13] - He will oversee market and marketing integration for various consumer products [13] Group 12 - Huiyuan Juice is facing a control dispute, with allegations of fund misappropriation exceeding 600 million yuan [13] - The company is taking legal action while ensuring product quality and maintaining consumer trust [13] Group 13 - Miao Ke Landuo has reported a positive impact from the temporary anti-subsidy measures on EU dairy products, enhancing its competitive position in the market [14] - The company is leveraging its supply chain advantages to capture market share from imported products [14] Group 14 - Domino's Pizza China has opened 307 new stores in 2025, expanding its reach to 60 cities [16] - The membership program has grown significantly, with 3.56 million members as of the end of 2025 [16] Group 15 - Cha Yan Yue Se is actively recruiting in Shanghai and Shenzhen, offering competitive salaries to attract talent for its creative studio [16] - The brand is focusing on expanding its presence in key markets, including South China [16] Group 16 - McDonald's plans to launch a new menu globally in 2026, featuring limited-time products and new beverages [16] - The initiative aims to celebrate anniversaries and attract customers with innovative offerings [16] Group 17 - Coca-Cola and Crocs have collaborated to launch a new line of shoes, featuring iconic branding elements [17] - The collection will be available for purchase starting January 13, priced at $70 [17] Group 18 - COMMUNE has submitted an IPO application to the Hong Kong Stock Exchange, with plans to expand its restaurant and bar operations significantly in the coming years [19] - The company aims to open 30 to 40 new locations in 2026, focusing on first and second-tier cities [19]

2025年12月27日，大张旗下长申超市时隔七年，再度在郑州落子开店。 长申超市郑州锦艺城店经营总面积约5000多平方米，其中生鲜经营面积占比超总面积的一半；门店总SKU数达8000多个，生鲜SKU数1800个、加工区SKU 数600多个。这一布局直观体现出长申超市新店型的核心特点：持续发挥产地生鲜优势，同步升级烘焙与加工区实力。 事实上，早在2025年5月，大张便已官宣将在郑州锦艺城布局长申超市门店。值得关注的是，该店与同在锦艺城的盒马门店直线距离仅700米，这般超近距 离的"贴身肉搏"，在中国零售商业史上颇为少见。 图：两店选址接近 当消费者花钱更谨慎时，过去的传统区域商超更不应该"坐享其成"，而应该持续进化，始终保持对消费者需求的深入洞察和商品力的深耕，寻 找一条"零售战国时代"的出路。 追溯这场"700米开店"的前因，缘起2025年9月盒马洛阳首店与大张长申超市"临街对打"的交锋；从宏观视角来看，郑州本就是一片零售沃土，淘小胖、鲜 风生活、华豫佰佳等本土新品牌在此蓬勃生长，长申超市的此番入局，势必会让郑州乃至河南的区域零售竞争更趋火热。 作者：韩志鹏 编辑：鹤翔 01 烟火气到营运细节的全面重构 出品 ...

此次调整后，宜家在中国仍有34个线下触点、3个自有数字化渠道和2个电商平台旗舰店。另外，宜 家在声明中提出，其在中国的未来发展将从"规模扩张"转向"精准深耕"，并以北京和深圳作为重点市 场进行探索，在接下来的两年内开设超过十家小型门店，其中宜家广东东莞商场将于2026年2月开 业，北京通州商场将于2026年4月开业。这也意味着，消费者未来选择宜家，将不用经历跨城的遥远 距离。 近年来，伴随着房地产周期性调整、消费者心理转变以及国内家具市场竞争内卷化，宜家中国销售额 下滑明显。宜家此前也尝试过购物中心小店模式，但均已停业，原因就在于此前宜家在中国多采 取"买地自建"模式，但要将门店开入距离城市中心较 近的地方，宜 家只能选择租店开业，但那些只 逛不买、或奔着宜家引流餐饮而来的人们，并不能支撑宜家继续将门店维系下去。 从宣布闭店之后，宜家门店人流量暴增，也印证着这个北欧品牌在中国仍旧有着一定影响力。但一直 以来，宜家的优势都在于场景体验，小型店和线上渠道也意味着对沉浸感的取舍。对于宜家而言，小 店扩张计划，将会持续对其门店模型打磨能力提出考验，而这一次的小店能否走下去，对今天的宜家 来说，已经不是一次尝试那么简单 ...

行业走势图 数据来源：聚源 -10% 0% 10% 19% 29% 38% 2025-01 2025-05 2025-09 商贸零售 沪深300 商贸零售 2026 年 01 月 11 日 投资评级：看好（维持） 相关研究报告 《 "人、货、场"迭代升级，关注情 绪消费赛道机会 — 行 业 周 报 》 -2026.1.4 《潮宏基多渠道高效推新，毛戈平推 出高端冻龄系列 — 行 业 周 报 》 -2025.12.28 《海南自贸港封关正式启动，首日数 据表现亮眼—行业周报》-2025.12.21 陕西旅游 A 股上市，以旅游资源构建核心竞争壁垒 ——行业周报 黄泽鹏（分析师） 李昕恬（联系人） huangzepeng@kysec.cn 证书编号：S0790519110001 lixintian@kysec.cn 证书编号：S0790125100021 陕西旅游 A 股上市，"演艺 IP+索道运营+配套餐饮"构建竞争力 2026 年 1 月 6 日，陕旅集团旗下核心子公司陕西旅游在上交所主板成功上市， 成为 2026 年 A 股全国首家上市公司。陕西旅游成立于 1988 年，具备多年运营 积淀及优质旅游资源，目 ...

记者丨刘雪莹 编辑丨曾静娇 最近，山姆售价499元的羽绒服卖爆了，多地门店已经断货，不少网友在社交平台发帖求购， 也有人在二手平台加价出售。 某二手交易平台上截图 山姆会员App显示，多款女士羽绒服、羽绒马甲都显示在补货中，售价从100元到400元不等。 据中国经济网报道，有媒体致电山姆上海的7家门店咨询，都被告知这款羽绒服男女款都已经 断货有一段时间，具体补货时间未知；另有媒体联系北京、武汉、沈阳等地多家山姆会员超 市，工作人员均表示，这款羽绒服无货可售，后续补货时间待定。 值得注意的是，此次超市羽绒服热销，并非单纯源于低价驱动。在社交媒体上，网友们也普遍 认为，以大牌超市为代表的超市羽绒服，"充绒量充足""性价比突出"，不过也有人吐槽"版型 偏大"。 该款羽绒服上标注的产品信息显示：羽绒服面料为100%聚酯纤维，里料100%聚酯纤维，大 身/帽子填充物为白鸭绒， 绒子含量80%，其中M码含绒400克、L码含绒421克。 山姆中国发展迅速。山姆母公司沃尔玛公布2026财年第三季度财报：沃尔玛中国当季实现净销 售额61亿美元，同比增长21.8%；山姆在过去12个月增加8家新店，是其在中国新店拓展节奏 最密集的 ...

Core Viewpoint - The article discusses the impact of geopolitical events on business operations, specifically focusing on the case of Lotte Group in China, highlighting how external political factors can severely affect a company's market presence and performance [1][3]. Group 1: Lotte Group's Market Entry and Initial Success - Lotte Group, one of South Korea's major conglomerates, entered the Chinese market in 1994 and initially achieved significant success in the retail sector due to its brand recognition and diversified business operations [1][3]. - The company invested heavily in China, reflecting South Korea's confidence in the Chinese market, and expanded into various sectors beyond retail [1][3]. Group 2: The Impact of the THAAD Deployment - The deployment of the THAAD missile defense system in South Korea in February 2017 led to a strong backlash from Chinese consumers, who perceived it as a threat to national security, resulting in a boycott of South Korean products [2][3]. - Lotte Group became a target of this backlash due to its close ties with the South Korean government, leading to a dramatic decline in its supermarket sales in China [2][3]. Group 3: Consequences of the Boycott - Following the THAAD incident, Lotte's business in China suffered significantly, with a sharp drop in consumer traffic and sales, despite the company's attempts to increase investment to reverse the trend [2][3]. - By the end of 2018, Lotte's global ranking plummeted from the top 100 to 304, indicating severe losses attributed to its declining presence in the Chinese market [2][3]. - By 2019, Lotte had only three stores remaining in China, and its attempts to revive its operations, such as the reopening of Lotte World in Shenyang, failed to restore its previous success [2][3]. Group 4: Shift in Business Strategy - In response to the losses in China, Lotte Group has shifted its focus towards Southeast Asia, exploring new business opportunities such as duty-free retail to regain its footing [2][3]. - Despite these efforts, the company acknowledges that its current performance in Southeast Asia does not match the previous success it experienced in China [2][3].