中百集团分析师会议 调研日期：2025年06月12日 调研行业：商业百货 参与调研的机构：投资者网上提问等 / 机构调研pro小程序 DJvanbao.com 洞见研报 出品 : 机构调研pro小程序致力于为金融证券投资者提供最新最全的调研会议纪要。 来机构调研pro小程序，了解最新的：行业投资风向、热门公司关注、权威机构分析... 权威完善的信息持续更新! 更多精彩的机构调报告请移步机构调研pro小程序~ 一解投资机构行业关注度。 频判市场 | Gallia | | | --- | --- | | 11 2 12 200 2 110 | | | 1:给我们 = 影片面临官 = | | | 阿里巴巴佩尼 | | | 钢铁机之题。 8 | 图纸制图: 23 | | 20GB Millio Aller 19 | | | 海双集团 | | | 1 1 80.0 0 | 总机构建 23 | | LOGA: REGH, KETA: 1986 | | | 小麦具日 | | | 的研究次数:8 | 上机构馆:23 | | 定年代的:用者点击:我要的中:主要原因 | | | START SHILL CARD | | | 颜的 ...

Group 1: Investment Strategy and Business Focus - The company is focusing on its core business operations, emphasizing reform and loss reduction strategies, including store adjustments and online business expansion [2] - Plans to close underperforming stores while enhancing community service offerings to meet local demands [2] - Aiming to accelerate strategic layout in lower-tier markets, particularly in the Wuhan "1+8" urban circle [2] Group 2: Market Position and Future Plans - The company is committed to enhancing its market competitiveness through operational performance improvements and supply chain reforms [3] - The 2025 strategic plan aims to deepen reforms and create new growth drivers, focusing on core competencies and management enhancement [4] - A significant asset injection plan is underway, potentially increasing net assets by over 3 billion CNY and expected revenue to exceed 20 billion CNY in 2025 [4] Group 3: Digital Transformation and E-commerce - Collaborations with major online platforms like Meituan and JD.com are in place to boost instant retail capabilities [5] - The company has developed its own e-commerce platform, "Zhongbai Neighborhood Purchase," to enhance user shopping experiences [5] Group 4: Financial Management and Shareholder Value - The company does not have plans for stock buybacks and will not distribute dividends for the 2024 fiscal year due to losses [6] - Future profit distribution will be aligned with the company's development needs and investor returns [6]

Group 1 - Traditional supermarkets are increasingly adopting an "online + offline" model to enhance revenue and improve customer engagement through instant retail and social e-commerce [1][2] - High Xin Retail reported a significant turnaround in profitability for the fiscal year ending March 31, 2025, with a profit of 386 million and a revenue of 71.552 billion, despite a slight revenue decline of 1.4% [2] - The same-store sales for High Xin Retail grew from 0.3% in the first half of the fiscal year to 0.6% for the full year, driven by improved pricing competitiveness and product optimization [2] Group 2 - The online business of Da Run Fa covers over 20,000 SKUs, offering delivery services within 5 kilometers, with innovations like satellite warehouses to meet consumer demand [3] - Yonghui Supermarket reported online revenue of 14.6 billion, accounting for 21.7% of total revenue, with a gross margin improvement attributed to better product structure [4] - Red Flag Chain has increased collaboration with social e-commerce platforms, achieving over 1 billion in sales through frequent operations on platforms like Douyin [5] Group 3 - The supermarket industry is undergoing a transformation, with 48.9% of supermarkets reporting online sales growth, particularly in second and third-tier markets [5] - Experts suggest that instant retail is a key area for supermarkets to focus on, emphasizing the importance of product and brand integration [5][8] - The trend of closing underperforming stores is prevalent, with High Xin Retail closing 8 large stores and Yonghui closing 232 stores in 2024 [7][8] Group 4 - The restructuring of store formats is gaining momentum, with 86% of categories seeing positive growth post-restructuring, and fresh produce playing a crucial role in driving sales [9] - Yonghui plans to expand its restructuring efforts, targeting 150 stores by the end of July 2025, while other companies like Wumart are also focusing on store upgrades [10] - The industry is seeing a diversification of store formats, with companies like High Xin Retail and Wumart exploring new community store models to cater to local needs [11][12]

证券代码：000759 证券简称：中百集团 中百控股集团股份有限公司 2024 年度暨 2025 年第一季度网上业绩说明会 投资者活动记录表 10.高管您好，请问贵公司本期财务报告中，盈利表现如何？ 谢谢。 答：公司 2024 年实现营业收入 103.81 亿元，归属于上市公司股东的 净利润-5.28 亿元；2025 年第一季度实现营业收入 25.66 亿元，归属 于上市公司股东的净利润-9885.10 万元。 | 附件清单 | 无 | | | | | | --- | --- | --- | --- | --- | --- | | 日期 | 2025 | 年 | 5 月 | 9 | 日 | 编号：20250509 答：2025 年，是"十四五"规划的收官之年，也是承上启下、精心谋 划"十五五"战略蓝图的关键之年。公司经营工作突出深化改革和减 亏扭亏，破立并举、激发斗志，统筹推进业态创新升级，全力打造核 心竞争力，苦练内功，强化管理，着力重塑发展新动能与新优势，为 公司可持续发展修复肌体、培本固基。 8.请问公司目前门店调改及销售情况，后续有什么调改计划？谢谢 答：公司持续深化业态模式创新，于 2024 年 7 ...

2024年，中百集团在复杂严峻的市场环境下，积极应对各种挑战，通过一系列战略举措和创新实践，展 现出强大的韧性和发展潜力，在转型发展的道路上迈出了坚实的步伐。 组织管理革新，人才与风控保障有力 在组织体系建设与人才培养方面，中百集团积极进取。全年招聘引进青年人才230人，推进落实"100名 大学生储备培养计划"，为企业发展注入了新鲜血液。同时，改革财务管理模式，将下属公司财务管理 岗位纳入总部财务部门垂直管理，对子公司财务负责人实行委派制，加强了财务监管的独立性和有效 性，提升了企业的整体管理水平。此外，中百集团在全面防范化解内控风险方面做了大量工作，加强制 度体系建设，围绕财务、资金、采购及合同管理等重点领域开展内控清查，推进内控清查问题整改，加 强重点环节审计检查，强化资金安全，并与国家网安实验室建立中长期战略合作，增强系统安全管理能 力，为企业的稳定运营筑牢了防线。 社会责任担当，助力和谐社会 中百集团始终坚持为民而商的道路，积极履行社会责任，荣获湖北上市公司社会责任实践典范案例。公 司通过各种方式回馈社会，如举办品牌宣传暨会员年终感恩季活动，"i中百"视频号同步开启现场直 播，进一步拉近了与消费者的距 ...