继8月15日海港万达广场店成功调改开业后，永辉超市（601933）在秦皇岛布局的第二家"学习胖东来"自主调改门店——茂业天地店于12月26日开业。 这不仅标志着永辉在秦皇岛的两家门店均已融入全国性的品质变革浪潮，也意味着"胖东来式"的品质零售体验进一步覆盖港城核心区域，存量门店全部完成 调改。 近期，商务部等三部门联合发布《关于加强商务和金融协同更大力度提振消费的通知》，为年末消费市场注入强心剂。 位于海港区茂业中心B1层的永辉超市，此次全面调改，更像是一次深度"焕芯"。门店对原有商品结构进行了力度空前的优化，下架超七千个单品，同时新 增商品比例超过60%，整体商品结构达到胖东来商品结构的80%，进口商品占比提升至近15%，烘焙、熟食等鲜食比例更是从7%大幅增至25%。 本地化方面，结合秦皇岛冬季饮食特色与海边城市属性，永辉全国同步的"有料火锅局"主题活动在这里有了本地化演绎。除了提供藤椒、川香麻辣等国内热 门口味，以及日式寿喜烧、泰式冬阴功等国际风味，门店还特别考虑到本地居民对海鲜涮品的偏爱。 据悉，调改后，该门店员工人数大幅增加，平均薪资显著提升，入职满一年即可享受10天带薪年假。此外，永辉推行的"工匠计 ...

Group 1 - The core point of the news is that Yonghui Supermarket is closing two stores in Shenzhen's core business districts, indicating a shift in its operational strategy amid significant financial losses [2][3]. - Yonghui Supermarket's third-quarter report revealed a revenue of 42.434 billion yuan, a year-on-year decline of 22.21%, and a net profit attributable to shareholders of -710 million yuan, marking a substantial increase in losses [2][4]. - The company has closed a total of 325 stores this year, with 102 closures in the third quarter alone, while only opening 2 new stores, reflecting its ongoing strategy of "closing old stores to renovate" [3]. Group 2 - As of September 30, Yonghui Supermarket had 450 operating stores, a significant reduction from 775 at the end of 2024, primarily due to the closure of underperforming stores [3]. - The closures now include stores in core business areas, such as the Luo Hu Sun Plaza store, which was previously recognized as a "national quality store" under Yonghui's "original intention plan" [3]. - The company aims to close between 300 and 350 stores by the end of 2025, with a focus on refining store operations and restoring the pace of new store openings [3]. Group 3 - Yonghui Supermarket's stock price has declined by 26% this year, resulting in a market capitalization of 42.5 billion yuan [4]. - The company's total assets decreased from 42.749 billion yuan at the end of the previous year to 31.620 billion yuan, a drop of 26.03% [4]. - Yonghui has announced a new positioning strategy called "National Supermarket Quality Yonghui," initiating a "product centralization" strategy aimed at developing billion-level flagship products over the next three years [4].

Core Viewpoint - Yonghui Supermarket is closing two stores in Shenzhen's core business districts, indicating a significant shift in its operational strategy amid declining performance and increased competition in the retail sector [1][2]. Group 1: Store Closures and Operational Strategy - Yonghui Supermarket announced the closure of its Luohu Sun Plaza and Nanshan Raffles City stores, effective November 16, as part of its ongoing strategy to close underperforming locations [1][2]. - The company has closed a total of 325 stores in the first three quarters of the year, with a net closure of 102 stores in Q3 alone, while only opening 2 new stores [2]. - The closures now include stores in core business areas, marking a shift from previous closures that focused on low-efficiency locations [2]. Group 2: Financial Performance - For the first three quarters, Yonghui Supermarket reported a revenue of 42.434 billion yuan, a year-on-year decline of 22.21%, and a net loss of 710 million yuan, indicating a significant increase in losses [1][3]. - The company's total assets decreased from 42.749 billion yuan at the end of the previous year to 31.620 billion yuan, a decline of 26.03% [3]. - Inventory levels have sharply decreased, with current assets showing a reduction in inventory from 7.058 billion yuan to 3.732 billion yuan, a drop of 47.1% [3]. Group 3: Strategic Initiatives - Yonghui Supermarket has initiated a "national quality supermarket" positioning and launched a "product centralization" strategy, aiming to develop billion-level single products over the next three years [3]. - The company has already introduced 15 high-value products, including Peruvian blueberries and Yangcheng Lake hairy crabs, as part of its new strategy [3]. - As of September 30, 49.3% of the current stores have undergone the "Fat Donglai model" transformation, which has led to a significant increase in daily sales [2].