证券代码：600838 证券简称：上海九百 编号：临 2025-018 二、报告期拟增加门店情况： （一）主营业务分行业情况 截至本报告期末，公司所属主要子公司暂无已签约但尚未开业的门店。 三、2025 年上半年度主要经营数据： 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承 担法律责任。 根据《上海证券交易所上市公司自律监管指引第 3 号行业信息披 露：第四号——零售》、《关于做好主板上市公司 2025 年半年度报告披 露工作的通知》的相关要求，现将公司 2025 年上半年度主要经营数据 披露如下： 一、报告期公司所属主要子公司门店变动情况： 2025 年上半年度，公司全资子公司"上海正章洗染有限公司"新 开了 7 家洗衣连锁门店，关闭了 8 家洗衣连锁门店。截至本报告期末， 现有洗衣连锁门店 12 家。 单位：元 币种：人民币 上海九百股份有限公司 2025 年半年度经营数据公告 附注：本公告披露的主要经营数据未经审计，公司董事会提醒投 资者谨慎使用该数据。 特此公告。 上海九百股份有限公司董事会 2025 年 8 月 28 日 | ...

Group 1 - The national consumption market has experienced a new wave of enthusiasm since mid-June, significantly boosted by the mid-year promotional season [1] - This year's promotional activities started earlier and lasted longer than in previous years, with major e-commerce platforms beginning pre-sale promotions in mid-May, lasting over a month [1] - AI-related products and domestic brands have gained considerable attention, with over 70% of the top 100 brands in terms of consumption heat being Chinese brands, and searches for "AI elements" and "intangible cultural heritage elements" products increasing by over 120% and 270% year-on-year, respectively [3] Group 2 - The consumption vitality in lower-tier markets is robust, with order volume in rural areas increasing by over 130% and the number of users growing by over 140% year-on-year [5] - The retail industry in China has maintained an expansion trend for 10 consecutive months, driven by online promotional activities and the "old-for-new" policy [5] - In May, the total retail sales of consumer goods increased by 6.4% year-on-year, accelerating by 1.3 percentage points from the previous month, marking the highest growth rate since December 2023 [7]

Core Viewpoint - Meiyijia, the leading convenience store chain in China, is aggressively expanding its store count and profitability, aiming for a target of 100,000 stores and 100 billion yuan in revenue by 2025 [3][4]. Group 1: Company Overview - Meiyijia has 37,943 stores, making it the largest convenience store chain in China, with a sales revenue of 54.2 billion yuan in 2023, reflecting a growth of over 20% [3][4]. - The company operates on a franchise model with low entry barriers, requiring a total investment of approximately 300,000 to 350,000 yuan for a 40-square-meter store [10][11]. Group 2: Business Strategy - Meiyijia's business model includes a focus on high-margin products, with an average gross margin of 25% on general merchandise, and a significant portion of revenue coming from franchise fees and supply chain profits [13][18]. - The company has been exploring new service models, such as "convenience store + community services," to attract more customers and enhance store traffic [11][16]. Group 3: Market Position and Challenges - Despite facing challenges from e-commerce and market saturation, Meiyijia has maintained steady growth, with annual sales growth in double digits since 2016 [14][16]. - The company is also adapting to market changes by introducing new store formats and digital technologies, such as smart temperature control and self-service cash registers, to improve operational efficiency [28]. Group 4: Future Outlook - Meiyijia's founder, Ye Zhijian, emphasizes a long-term vision of growth and innovation, encouraging franchisees to adapt to market demands and explore new opportunities [28].

登录新浪财经APP 搜索【信披】查看更多考评等级 第一季度财务报表是否经审计 □是 √否 一、主要财务数据 (一)主要会计数据和财务指标 单位：元 币种：人民币 证券代码：600838 证券简称：上海九百 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示 公司董事会、监事会及董事、监事、高级管理人员保证季度报告内容的真实、准确、完整，不存在虚假 记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 公司负责人、主管会计工作负责人及会计机构负责人（会计主管人员）保证季度报告中财务信息的真 实、准确、完整。 ■ □适用 √不适用 (三)主要会计数据、财务指标发生变动的情况、原因 √适用 □不适用 ■ 二、股东信息 (一)普通股股东总数和表决权恢复的优先股股东数量及前十名股东持股情况表 (二)非经常性损益项目和金额 √适用 □不适用 单位:元 币种:人民币 ■ 对公司将《公开发行证券的公司信息披露解释性公告第1号一一非经常性损益》未列举的项目认定为非 经常性损益项目且金额重大的，以及将《公开发行证券的公司信息披露解释 ...