Core Viewpoint - The company reported significant improvements in its financial performance for the first half of 2025, with a notable reduction in losses and a positive outlook for its business operations [1][2][3] Financial Performance - The company achieved an operating income of 783 million yuan and a net profit attributable to shareholders of 5.3251 million yuan in the first half of 2025 [1] - In Q1 2025, the company narrowed its losses to 6.29 million yuan, representing a year-on-year reduction of 95.18% [1] - The subsidiary Shun Kelong reported a loss of 3.285 million yuan in the first half of 2025, an 82.5% reduction compared to the same period last year [2] Business Operations - The company's three main business segments—commercial operations, trade logistics, and commodity trading—are developing in synergy, leading to a stable and improving operational situation [1] - The Shun Kelong supermarket chain is leveraging policies from the Guangdong-Hong Kong-Macao Greater Bay Area to build an ecosystem focused on "fresh direct procurement + instant retail + community services" [1] - The company has established five centralized procurement and distribution centers, covering over 700,000 square meters, enhancing its logistics capabilities and supporting rural revitalization and consumption upgrades [2] Strategic Initiatives - In June 2025, the company announced the establishment of the Hainan region to manage member enterprises in Hainan and Guangdong, aiming to expand in the Hainan Free Trade Port and the Greater Bay Area [2] - The company is focused on enhancing the efficiency of commercial real estate, exploring the value of civil defense commercial spaces, and expanding its centralized procurement and distribution centers to boost asset efficiency and brand value [3]

8月28日晚间，供销大集（000564）发布了2025年半年度报告。报告期内，公司实现营业收入7.83亿 元，实现归属于上市公司股东的净利润532.51万元，扣非净利润同比减亏54.74%。 整体来看，2025年上半年，供销大集商业运营、商贸物流、商品贸易三大主业协同发展，经营形势稳中 向好。以顺客隆为核心载体的商超连锁板块，在报告期内借势粤港澳大湾区政策，构建"生鲜直采+即 时零售+社区服务"生态圈，运用数字化与AI技术优化"线上下单+社区自提"模式。据顺客隆已披露的半 年度报告显示，2025年上半年公司亏损已收窄至328.5万元，较去年同期缩减了82.5%。 此外，供销大集运营的星悦茂"平急两用"地下人防商业空间，也在上半年实现了总客流同比增长11%， 遵义、贵阳、攀枝花、伊宁网点主力店顺利落位，民生百货骡马市店率先完成"星悦MALL"品牌升级， 并通过"TOD+平急两用"标准化模型签约轻资产项目输出"星悦茂"品牌，实现商业运营业务创收。 集采集配中心板块则形成湘中、江永、五峰、邵阳、平江5个集采集配中心及物流园，运营面积超70万 平方米，有力地支撑了供销大集服务扩容、物流园功能升级及城乡网络密度提升，持 ...