Core Insights - The opening of Yonghui's Wuqing Zhuzong Daguangming Center store marks a significant addition to the new business district in Wuqing, Tianjin, showcasing the effectiveness of the store's transformation model and responding to the region's strategy for internationalization, high-end development, and smart consumption [1] Sales Performance - The store experienced a remarkable sales increase of over 400% year-on-year within the first week, with customer traffic surging by more than 200% [3] - Popular fresh food items such as shrimp, cucumbers, and dragon fruit have gained high popularity, alongside summer favorites like juices and ice products [3] Best-Selling Products - The newly added baking and prepared food sections have been particularly well-received, with the fresh food area becoming a key traffic driver [5] - Top-selling items include a variety of baked goods, seasonal fruits, and customized dairy products, all praised for their quality [5] Employee Focus - The transformation emphasizes the importance of employees, with a significant increase in frontline staff and salary improvements [7] - Employee benefits include paid annual leave after one year of service, dedicated rest areas, training rooms, and a free cafeteria [7] Skills Development - Yonghui's "Craftsman Plan" has successfully certified over 50 skilled workers in the Tianjin area, promoting a collaborative training system between stores [9] - The plan aims to enhance service quality and customer experience through technical standards and professional recognition [9] Future Plans - The Wuqing New Business District's task force will continue to develop diverse consumption scenarios and foster new business formats to contribute to Tianjin's goal of becoming an international consumption center [11]

2025 年 07 月 06 日 批发和零售贸易行业研究 买入（维持评级） 行业周报 证券研究报告 国金证券研究所 分析师：赵中平（执业 S1130524050003） zhaozhongping＠gjzq.com.cn 分析师：许孟婕（执业 S1130522080003） xumengjie＠gjzq.com.cn 联系人：王译 wangyi9@gjzq.com.cn 上周(2025/06/30-2025/07/04)上证指数、深证成指、沪深 300、恒生指数、恒生科技指数分别+1.40%、+1.25%、 +1.54%，-1.52%、-2.34%，商贸零售(申万) -0.16%，板块对比来看，商贸零售板块上周涨幅在 9 个申万大消费 一级行业板块中位列第 8。 永辉将首次举办"717 好吃节"，即时零售竞争再度升级 核心观点 线下：7 月 1 日，永辉超市正式预告其 2025 年度重磅品牌活动——"717 好吃节"即将开启。本次活动将于 7 月 9 日正式拉开帷幕，并持续至 7 月 20 日。永辉超市 CMO 佘咸平强调："717 好吃节是永辉从'货架逻辑'向'生 活方式逻辑'跃迁的关键一步。全面学习与对标 ...