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Yonghui Superstores永辉超市 601933.SH

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¥8¥2¥3SHARE PRICE股价Executive changes and board appoin高管变动与董事会任命Yunnan flagship store云南旗舰店Genuine discount store concept正品折扣店概念Regulatory penalties and food safe监管处罚与食品安全事件Nova Scotia live lobster supply新斯科舍省活龙虾供应Yonghui Canteen self-service fast-永辉食堂自助快餐Store closures and optimization门店关闭与优化Financial performance and earnings财务业绩与盈利指引Technology investment and digitali技术投资与数字化Asset impairment and write-downs资产减值与核销Spring Festival promotions and sal春节促销与销售Yonghui Bakery trademark filings永辉烘焙商标申请SF Express parcel counter partners顺丰包裹代收点合作Zhongbai Group joint venture unwin中百集团合资企业退出Policy proposals by chairman Zhang董事长张轩松政策提案Supply chain and procurement bases供应链与采购基地Sales performance & product hi销售业绩与产品亮点Recruitment and talent development招聘与人才培养Awards and recognitions奖项与认可Trademark filings and intellectual商标申请与知识产权Shareholder stake reductions (JD.c股东减持(京东关联方)Dalian Wanda Commercial Management大连万达商管股份出售Share pledge and buyback by chairm董事长股份质押与回购Yonghui Yunjin Technology (fintech永辉云金科技(金融科技)剥离Shareholder dividend return plan股东分红回报计划Own-brand and private-label develo自有品牌与贴牌开发Pangdonglai-assisted store remodel胖东来调改门店New store openings (flagship and e新店开业(旗舰与扩张)Employee benefits & frontline 员工福利与一线激励Chengdu Hongqi Chain stake sales成都红旗连锁股份出售Stock trading anomalies & inve股票交易异常与投资者关系Other其他Subsidiary and supply chain entity子公司与供应链实体设立Miniso acquisition and shareholder名创优品收购与股东变更Legal disputes and arbitration法律纠纷与仲裁Online business and digital platfo线上业务与数字平台增长Supply chain & logistics infra供应链与物流基础设施Corporate governance & regulat公司治理与合规Strategic cooperation MoUs战略合作备忘录Disaster relief & social respo救灾与社会责任Reform strategy & supplier con改革战略与供应商大会Clarifications & refutations澄清与辟谣Support for Pangdonglai & reta支持胖东来与零售诚信Sales promotions & festivals促销活动与节日Capital raising and private placem融资与定向增发Executive & governance高管与治理Related-party transactions关联交易
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Executive changes and board appointments高管变动与董事会任命 18 · 2024-01-02 → 2026-06-23
Yonghui undergoes multiple executive changes, including CFO, board secretary, vice presidents, and board nominations.永辉经历多次高管变动,包括CFO、董事会秘书、副总裁及董事会提名。
2024-04-26Yonghui Superstores dismissed Vice Presidents Wu Guangwang (due to incompetence) and Lin Jianhua (due to health reasons), with Lin reassigned; the board approved the removal at the April 25 meeting.永辉超市免去副总裁吴光旺(能力无法胜任)和林建华(身体原因,另有任用)职务,董事会于4月25日审议通过。
2024-07-26Yonghui Superstores announced that non-independent director Xu Ran resigned, and Zhou Ye (Vice President of JD Group) was nominated as a candidate for non-independent director, to be voted on at the August 12 extraordinary general meeting.永辉超市公告非独立董事许冉辞职,提名京东集团副总裁周晔为非独立董事候选人,将于8月12日股东大会审议。
2024-10-30Yonghui Superstores appoints Lin Hongdong as Vice President for home delivery and logistics, and Wang Shoucheng as Vice President for COO store operations management, effective October 29, 2024.永辉超市聘任林红东为副总裁(负责到家业务和物流体系),王守诚为副总裁(负责COO门店运营管理体系),自2024年10月29日起生效。
2025-06-25Yonghui Superstores announced the resignation of Vice President Zeng Fengrong due to job transfer; appointed She Xianping as new Vice President and Chief Product Officer, effective June 25, 2025.永辉超市公告副总裁曾凤荣因工作调动辞任,聘任佘咸平为新任副总裁兼首席产品官,自2025年6月25日起生效。
2025-10-30Yonghui Superstores elected Wang Shoucheng as a职工 director on the sixth board of directors at the职工 representative congress.永辉超市职工代表大会选举王守诚为公司第六届董事会职工董事。
Yunnan flagship store云南旗舰店 4 · 2024-01-08 → 2024-02-28
Yonghui opens its first Yunnan flagship store in Kunming, achieving record sales and serving as a model for new store formats.永辉在昆明开设首家云南旗舰店,创下销售纪录,成为新店型标杆。
2024-01-15Yonghui Superstores' first Yunnan flagship store opened in Kunming, achieving first-day omnichannel sales of over 2 million yuan, ranking first among nearly 1,000 stores.永辉超市首家云南旗舰店在昆明开业,首日全渠道销售超200万元,在近1000家门店中排名第一。
2024-01-17Yonghui Superstores' Yunnan flagship store recorded first-day total sales of 2.48 million yuan, a new historical high for new store openings.永辉超市云南旗舰店开业首日总销售额达248万元,创下新开店业绩历史新高。
2024-02-28Yonghui Superstores reported that during the 2024 Spring Festival holiday, imported fresh products such as Chilean cherries, Australian cold fresh beef shoulder, imported longan, and Boston lobster were popular at its Yunnan flagship store.永辉超市报告2024年春节长假期间,云南旗舰店内智利车厘子、澳洲冷鲜保乐肩、进口龙眼、波士顿龙虾等进口生鲜产品受到消费者喜爱。
Genuine discount store concept正品折扣店概念 2 · 2024-01-19 → 2024-04-17
Yonghui launches and expands a genuine discount store concept, adding discount sections in stores nationwide.永辉推出并扩展正品折扣店概念,在全国门店增设折扣区。
2024-01-19Yonghui Superstores launched a 'genuine discount store' concept in October 2023, planning to add discount sections in stores nationwide and online.永辉超市于2023年10月提出增设‘正品折扣店’,计划在全国门店及线上增设折扣专区。
2024-04-17Yonghui Superstores announced plans to complete the renovation of 600 'Genuine Discount Stores' by the first half of 2024, expanding from the October 2023 pilot.永辉超市宣布计划于2024年上半年完成600家“正品折扣店”改造,该模式自2023年10月起试点。
Regulatory penalties and food safety incidents监管处罚与食品安全事件 18 · 2024-01-22 → 2026-04-14
Yonghui faces fines for expired food, false labels, substandard bags, and food safety complaints.永辉因过期食品、虚假标签、不合格购物袋及食品安全投诉面临罚款。
2024-01-22Yonghui Superstores' Beijing Daxing Xihongmen branch fined 8,000 yuan for selling expired food items worth 206.7 yuan.永辉超市北京大兴西红门分公司因销售过期商品(货值206.7元)被罚款8000元。
2024-03-10Yonghui Superstores Shunyi branch fined for selling food with false labels, with illegal value of 1,922 yuan and illegal income of 236.7 yuan.永辉超市顺义分公司因销售标签含虚假内容的食品被罚,货值金额1922元,违法所得236.7元。
2024-05-27Beijing Yonghui Superstores Fengtai Xitieying branch fined 3,600 yuan for selling substandard biodegradable plastic shopping bags that failed the drop test.北京永辉超市丰台区西铁营分公司因销售不合格生物降解塑料购物袋(提吊试验项目不合格),被丰台区市场监管局罚款3600元。
2024-06-28Beijing Yonghui Supermarket Fangshan branch was fined RMB 60,000 by the Beijing Fangshan District Market Supervision Bureau for falsely labeling production dates on food products.北京永辉超市房山分公司因虚假标注食品生产日期,被北京市房山区市场监管局罚款6万元。
2024-09-04Yonghui Superstores Henan Co. settled a price fraud complaint from a consumer at its Xinyuehui store in Zhengzhou, compensating 624.52 yuan under the 'return one and compensate three' rule of the Consumer Protection Law.永辉超市河南有限公司就郑州新悦荟店涉嫌价格欺诈投诉与消费者达成和解,按《消费者权益保护法》退一赔三规定赔偿624.52元。
2024-09-20Yonghui Superstores Tianjin Binhai New Area Wanda Plaza store was reported for selling grain with insects; the local market supervision authority ordered all涉案 products to be removed and sealed, and further investigation is underway.永辉超市天津滨海新区万达广场店被曝出售“生虫粮”;属地市场监管执法人员已责令全部下架封存涉案产品,进一步调查正在进行中。
2025-04-29Yonghui Superstores Chongqing stores accused of 'reverse rounding' (charging extra cents); company says it's 'accumulate change for whole' policy, but controversy arises.永辉超市重庆门店被曝‘反向抹零’(多收分位钱);公司回应称‘积零换整’政策,引发争议。
2025-05-01Yonghui Superstores issued a rectification notice for 'reverse rounding' at some stores in Chongqing, Hebei, Beijing, Tianjin, and Northeast China; from April 29, all stores will fully waive fractional cents for cash payments, and affected customers will receive 10x compensation.永辉超市就重庆、河北、北京、天津、东北地区部分门店现金支付“反向抹零”发布整改说明;自4月29日起全国门店执行现金分币零头全舍,对受影响顾客按差额10倍补偿。
2025-05-21A customer at Yonghui's Hefei Longhu Tianjie store found a bottle of Kirin afternoon tea that expired on the purchase date (May 18); store staff confirmed the expiration but said it was unclear whether it expired in the morning or evening.顾客在永辉合肥龙湖天街店结算时发现一瓶麒麟午后奶茶在购买当日(5月18日)到期;门店工作人员确认到期,但称不确定是当天早上还是晚上到期。
2025-06-06A customer in Wenzhou, Zhejiang reported that Longjing tea purchased at Yonghui Superstores had two production dates (April 2025 and November 2024), alleging tampering.浙江温州消费者反映在永辉超市购买的龙井茶出现两个生产日期(2025年4月和2024年11月),质疑日期被篡改。
2025-06-12Yonghui Superstores' lamb from Baoding Future Stone branch was found to have chlortetracycline exceeding the standard (503.0 μg/kg vs ≤200 μg/kg) in a food safety inspection.永辉超市河北保定未来石分公司的羊肉在食品安全抽检中被检出金霉素超标(503.0μg/kg,标准值≤200μg/kg)。
2025-09-08Yonghui Superstores Tiantangpo branch in Hebei received a consumer complaint about pork food safety on September 3; the case was resolved through mediation.河北永辉超市天保广场分公司于9月3日收到一起关于猪肉食品安全的消费者投诉,已达成调解协议。
2025-11-04A consumer complaint reported that Yonghui sold tofu labeled with a future production date (Oct 28, 2025); Yonghui apologized and offered compensation.消费者投诉永辉超市出售标注未来生产日期(2025年10月28日)的内酯豆腐;永辉超市道歉并赔偿。
2025-11-18A consumer in Suizhou, Hubei reported that Yonghui sold beef ribs mixed with pork, sparking food safety concerns.湖北随州消费者反映在永辉超市购买的牛肋条中掺杂猪肉,引发食品安全争议。
2025-12-04Beijing Yonghui Supermarket fined over 80,000 yuan by Beijing Market Supervision Administration for selling substandard products violating Product Quality Law.北京永辉超市因销售不合格产品被北京市市场监督管理局罚没8万余元。
2026-03-04Yonghui Superstore apologized for unauthorized use and modification of a Women's Day poster, admitting copyright compliance loopholes.永辉超市就未经授权使用并修改妇女节海报致歉,承认版权合规流程存在漏洞。
2026-04-14Yonghui Superstores recalled a promotional toy resembling a cigarette stick given with cheese sticks at a Kunming store; the toy was a blind box sourced by the manufacturer and has been fully removed from stores.昆明永辉超市门店因奶酪棒赠品为仿烟玩具引发投诉,该赠品为厂商采购的盲盒玩具,已全部下架。
Nova Scotia live lobster supply新斯科舍省活龙虾供应 1 · 2024-01-25
Yonghui continues its annual partnership with Canada's Nova Scotia to supply live lobster, expanding to more stores.永辉继续与加拿大新斯科舍省年度合作供应活龙虾,扩展至更多门店。
2024-01-25Yonghui Superstores partnered with Canada's Nova Scotia for the 5th year to supply live lobster, expanding to 44 stores in Guangdong.永辉超市与加拿大新斯科舍省第五年合作供应鲜活龙虾,扩展至广东44家门店。
Yonghui Canteen self-service fast-food永辉食堂自助快餐 1 · 2024-01-26
Yonghui launches self-service fast-food canteens in Fuzhou and Zhejiang, offering low-priced meals.永辉在福州和浙江推出自助快餐食堂,提供低价餐食。
2024-01-26Yonghui Superstores launched self-service fast-food canteens 'Yonghui Canteen' in Fuzhou and Zhejiang, offering 20+ SKUs at low prices (1-16 yuan per dish).永辉超市在福州和浙江推出自选快餐厅‘永辉食堂’,提供20多个SKU,价格1-16元。
Store closures and optimization门店关闭与优化 34 · 2024-01-30 → 2026-04-01
Yonghui closes persistently loss-making stores, exits certain markets, and reduces store count as part of a strategic restructuring.永辉关闭持续亏损门店,退出部分市场,作为战略重组的一部分减少门店数量。
2024-02-23Yonghui Superstores' first store, Fuzhou Pingxi store, closed permanently on February 24, 2024 due to government demolition, after 23 years of operation since July 2000.永辉超市首家门店福州屏西店因政府拆迁于2024年2月24日结束营业后正式闭店,该店自2000年7月开业已运营超过23年。
2024-03-02Yonghui Superstores Changle Wuhang store closed on March 8, 2024, after 15 years of operation.永辉超市长乐吴航店于2024年3月8日关闭,运营15年后停业。
2024-03-04Yonghui Superstores Suzhou Wuzhong Wanda store closed, reducing total store count to 997 from over 1,000 in 2019.永辉超市苏州吴中万达店关闭,门店总数从2019年超千家降至997家。
2024-03-31Yonghui Superstores Zhuji Wanda store closed due to lease expiration, with operations ending in early April 2024.永辉超市诸暨万达店因房租到期关闭,运营于2024年4月初结束。
2024-04-26Yonghui Superstores reported FY2023 store count: 12 new stores opened, 45 closed, 10 newly signed; total 1,000 stores across 29 provinces as of Dec 31, 2023.永辉超市2023年新开门店12家,关闭45家,新签约10家;截至2023年12月31日,门店总数1000家,覆盖29个省市。
2024-05-09Yonghui Superstores Huangshan Tunxi store will close on May 14, 2024 due to termination of lease with Huangshan Tianying Wealth Plaza for mall renovation.永辉超市黄山屯溪店因与黄山天盈财富广场终止合作,将于2024年5月14日正式闭店。
2024-05-20Yonghui Superstores Fuzhou Huida store will close on May 31, 2024 after 21 years of operation; part of a series of recent store closures in Fuzhou region.永辉超市福州汇达店将于2024年5月31日闭店,该店已运营近21年;这是福州区域近期一系列闭店中的一家。
2024-06-19Market rumor that Yonghui Superstores plans to close about 200 underperforming stores in 2024 (20% of total stores); the company responded that the rumor was not officially released and each quarter has its own store opening/closing plans.市场传闻永辉超市2024年计划关闭约200家尾部门店(占总门店20%);公司回应称该消息非官方发布,每季度有开店或闭店计划。
2024-07-05Yonghui Superstores Yinzhou Baolong store in Ningbo closed on July 18, reducing its presence in Ningbo to 9 stores.永辉超市宁波鄞州宝龙店于7月18日闭店,永辉在宁波的门店减少至9家。
2024-07-06Yonghui Superstores announced the closure of two Fuzhou stores: Gulou Xihong store on July 22 and Jin'an Helin store on August 1, following earlier closures of Pingxi and Huida stores in 2024.永辉超市宣布福州鼓楼西洪店7月22日停业、晋安鹤林店8月1日停业,此前2024年已关闭屏西店和汇达店。
2024-07-07Yonghui Superstores Suzhou Yinxiangcheng store announced it will close on July 29; the store covers 7,503 square meters.永辉超市苏州印象城店宣布将于7月29日结束营业,该店面积7503平方米。
2024-07-08Yonghui Superstores plans to close at least 13 stores in July-August 2024, including exits from Yangzhou market (two remaining stores closing).永辉超市计划在2024年7-8月关闭至少13家门店,包括退出扬州市场(最后两家门店关闭)。
2024-08-20Baijia Yonghui Superstore (Mingsheng Plaza, Guangzhou) announced closure on August 25 after over 10 years of operation.百佳永辉超市(广州名盛广场店)宣布8月25日停业,运营超10年。
2024-08-22Yonghui Panyu Hongxi store (Guangzhou) announced closure on September 8 after 11 years of operation.永辉超市番禺鸿禧店(广州)宣布9月8日停业,运营11年。
2024-09-01Yonghui Superstores Nanjing Wuyue Plaza store announced permanent closure at end of September; this is the fourth store closed in Nanjing in 2024. In H1 2024, Yonghui added 5 stores and closed 62 stores nationwide.永辉超市南京吾悦广场店宣布将于9月底永久闭店;这是2024年南京关闭的第四家永辉超市。2024年上半年,永辉全国新增门店5家,关闭门店62家。
2024-10-29Yonghui Superstores Guangzhou Zhengjia Plaza store (Baiyong Yonghui) announces closure on November 11, 2024, after over 20 years of operation, citing resource integration and optimization.永辉超市广州正佳广场店(百佳永辉)宣布2024年11月11日起停业,该店运营超20年,原因为资源整合优化。
2024-11-17Yonghui Superstores permanently closed two Beijing stores: Jinquan Plaza store and Qinghe store, as part of resource optimization and elimination of underperforming stores.永辉超市永久关闭北京两家门店:金泉广场店和清河店,作为资源整合优化和淘汰尾部门店的一部分。
2025-03-05Yonghui Superstores' Fuzhou Shiu Plaza store will close on March 15, 2025, as part of a nationwide remodeling plan; 41 stores in 18 cities have been remodeled so far.永辉超市福州世欧广场店将于2025年3月15日停业,作为全国调改计划的一部分;目前已完成18个城市41家门店的调改。
2025-04-01Yonghui Superstores Hefei stores close: after Tian'ehu Wanda store, three more stores (Ma'anshan South Road, Yuzhou Central Plaza, Aoyuan City Tiandi) to close by end of April.永辉超市合肥多家门店接连闭店:继天鹅湖万达店后,马鞍山南路店、禹洲中央广场店、奥园城市天地店将于4月底终止营业。
2025-04-16Yonghui Superstores Shangluo Wanda store to close on May 16.永辉超市商洛万达店5月16日起停止营业。
2025-05-31Multiple Yonghui stores in Fuzhou city center will close or convert to online-only warehouse mode due to operational strategy adjustments: Jinhuai Huai'an Peninsula store converts to online warehouse, Vanke Plaza store closes on June 2.因经营策略调整,福州市区多家永辉门店将停业或改为线上全仓模式:金辉淮安半岛店调整为线上全仓,万科广场店6月2日起停业。
2025-06-05Yonghui Superstores Hongxingyuan store in Fuzhou announced closure on July 1, becoming the ninth store closed in Fuzhou in 2025.永辉超市福州红星苑店宣布将于7月1日停业,成为2025年福州地区关闭的第九家门店。
2025-07-03Yonghui Superstores' Zhongshan West Road Yinxiangcheng store in Ningbo will close on July 31, 2025, as part of nationwide store optimization.永辉超市宁波中山西路印象城店将于2025年7月31日停业,作为全国门店优化的一部分。
2025-07-07Multiple Yonghui Superstores stores in Fuzhou close, bringing total closures in the city to 15.永辉超市福州多家门店关闭,该市累计闭店数达15家。
2025-08-01Yonghui Superstores completely exits Changsha market, closing its last two stores (Xingsha Songyahu store and High-speed Rail Wuyue store) on August 26, after closing several stores earlier in 2025.永辉超市彻底退出长沙市场,最后两家门店(星沙松雅湖店和高铁吾悦店)于8月26日停业,此前2025年已关闭多家门店。
2025-08-20Yonghui Superstores announces plan to close 186 stores in Q2 2025 due to operating losses, contract expirations, and equity transfers, expecting a one-time loss of approximately 827 million yuan.永辉超市公告计划在2025年第二季度关闭186家门店,原因包括经营亏损、合同到期及股权转让,预计产生一次性损失约8.27亿元。
2025-08-29Yonghui Superstores completely exits Hunan province, with its last two Changsha stores closing on August 26; Hubei Yasi Supermarket has signed to take over the properties for its first stores in Hunan.永辉超市彻底退出湖南省,长沙最后两家门店于8月26日停业;湖北雅斯超市已签约接手这些物业,计划开设其在湖南的首批门店。
2025-10-30Yonghui Superstores' board meeting approved the closure of 104 supermarket stores.永辉超市董事会会议审议通过了《关于关闭104家超市门店的议案》。
2025-12-01Yonghui Superstore Chizhou Changjiang Road store closed, the last store in Chizhou main urban area; membership points can be used online until Dec 25, shopping cards valid nationwide.永辉超市池州长江路店闭店,为池州主城区最后一家门店;会员积分可线上使用至12月25日,购物卡全国通用。
2026-04-01Yonghui Superstores released 2025 annual results: revenue of RMB 53.508 billion, down 20.82% YoY; net loss attributable to shareholders of RMB 2.55 billion, widening 73.47% YoY. Closed 381 stores in 2025.永辉超市发布2025年年度业绩:收入535.08亿元,同比下降20.82%;归母净亏损2.55亿元,亏损同比扩大73.47%。2025年关闭381家门店。
Financial performance and earnings guidance财务业绩与盈利指引 22 · 2024-01-30 → 2026-04-16
Yonghui reports narrowing losses, quarterly results, and provides earnings guidance amid restructuring.永辉报告亏损收窄、季度业绩,并在重组中提供盈利指引。
2024-04-26Yonghui Superstores reported Q1 2024 revenue of RMB 21.665 billion (down 8.98% YoY), net profit of RMB 736 million (up 4.57% YoY); FY2023 revenue of RMB 78.642 billion (down 12.71%), net loss of RMB 1.329 billion (narrowed from RMB 2.763 billion).永辉超市2024年一季度营收216.65亿元(同比降8.98%),净利润7.36亿元(同比增4.57%);2023年营收786.42亿元(同比降12.71%),净亏损13.29亿元(较2022年27.63亿元减亏)。
2024-05-06Yonghui Superstores held 2023 annual and 2024 Q1 results briefing; Chairman Zhang Xuansong targets breakeven in 2024, plans to optimize category structure, flatten organization, enhance platform capabilities, and trial Douyin (TikTok) for online sales.永辉超市举办2023年度暨2024年第一季度业绩说明会;董事长张轩松力争2024年盈亏平衡,计划调优品类结构、组织扁平化、增强平台能力,并尝试抖音等线上平台。
2024-07-02Yonghui Superstores responded to the Shanghai Stock Exchange's regulatory letter, stating it will actively close some tail-end stores, with revenue at risk of short-term decline; it reported a net loss of about 1.3 billion yuan in 2023, marking the third consecutive year of losses.永辉超市回复上交所监管工作函,表示将主动关闭部分尾部门店,营业收入短期存在下滑风险;2023年归母净利润约-13亿元,连续第三年亏损。
2024-08-23Yonghui reported 2024 H1 revenue of RMB 37.779 billion, down 10.11% YoY; net profit of RMB 275 million, down 26.34% YoY; closed 62 stores, opened 5 new stores; total 943 stores.永辉超市2024年上半年营收377.79亿元,同比下降10.11%;净利润2.75亿元,同比下降26.34%;关闭62家门店,新开5家,门店总数943家。
2024-09-02Yonghui Superstores reported H1 2024 results: revenue 37.779 billion yuan, down 10.11% YoY; net profit attributable to parent 275 million yuan, down 26.34% YoY.永辉超市发布2024年半年报:营业收入377.79亿元,同比下降10.11%;归母净利润2.75亿元,同比下降26.34%。
2024-10-30Yonghui Superstores reports Q3 2024 revenue of 16.77 billion yuan, down 16.40% YoY; net loss of 353 million yuan. First 9 months revenue 54.549 billion yuan, down 12.14% YoY; net loss of 77.8657 million yuan, turning from profit to loss.永辉超市2024年第三季度营收167.7亿元,同比下降16.40%;净亏损3.53亿元。前三季度营收545.49亿元,同比下降12.14%;净亏损7786.57万元,由盈转亏。
2024-11-01Yonghui Superstores reported Q3 2024 results: revenue RMB 54.549 billion (-12.14% YoY), net loss attributable to parent RMB -78 million (vs profit of RMB 52 million in same period last year), turning from profit to loss.永辉超市发布2024年第三季度业绩:营收545.49亿元(同比-12.14%),归母净利润-0.78亿元(上年同期盈利0.52亿元),由盈转亏。
2025-01-14Yonghui Superstores issued a 2024 annual performance forecast: expected net loss attributable to shareholders of -1.40 billion yuan, and net loss after non-recurring items of -2.21 billion yuan; 31 stores completed reform by end of 2024; plans to continue reform and close loss-making stores in 2025; expects to record ~200 million yuan in long-term asset impairment.永辉超市发布2024年业绩预告:预计归母净利润-14.0亿元,扣非净利润-22.1亿元;截至2024年底完成31家门店调改;2025年将继续调改并关闭尾部门店;预计计提长期资产减值约2亿元。
2025-04-25Yonghui Superstores reports 2024 annual results: revenue 67.574 billion yuan, down 14.07% YoY; net loss 1.465 billion yuan, wider loss of 136 million yuan.永辉超市发布2024年年报:营业收入675.74亿元,同比下降14.07%;净亏损14.65亿元,亏损增加1.36亿元。
2025-04-25Yonghui Superstores reports 2025 Q1 results: revenue 17.479 billion yuan, down 19.32% YoY; net profit 148 million yuan, down 79.96% YoY.永辉超市发布2025年一季报:营业收入174.79亿元,同比下降19.32%;净利润1.48亿元,同比下降79.96%。
2025-04-28Yonghui Superstores 2024 annual and 2025 Q1 performance briefing: Chairman Zhang Xuansong says renovated stores' sales significantly improved; target is to sharply reduce losses in short term.永辉超市2024年度暨2025年第一季度业绩说明会:董事长张轩松称调改门店销售额提升显著,目标短期内大幅减亏。
2025-08-20Yonghui Superstores reports H1 2025 results: revenue 29.948 billion yuan (-20.73% YoY), net loss attributable to shareholders 241 million yuan (vs profit 275 million yuan in H1 2024). Closes 227 loss-making stores in H1.永辉超市发布2025年半年度报告:营业收入299.48亿元(同比-20.73%),归母净亏损2.41亿元(上年同期盈利2.75亿元)。上半年关闭227家亏损门店。
2025-08-21Yonghui Superstores holds H1 2025 performance briefing; CFO Wu Kaizhi states renovated stores show significant sales growth and have entered stable profitability, but full-year revenue expected below 2024 due to many closures; profitability expected to improve from Q4.永辉超市召开2025年半年度业绩说明会;财务总监吴凯之表示调改店销售明显增长并进入稳定盈利,但因闭店较多全年营收预计低于2024年,预计第四季度起盈利好转。
2025-10-30Yonghui Superstores reported Q3 2025 revenue of 12.486 billion yuan, down 25.55% YoY; net loss of 469 million yuan. First three quarters revenue 42.434 billion yuan, down 22.21% YoY; net loss 710 million yuan.永辉超市2025年第三季度营收124.86亿元,同比下降25.55%;净亏损4.69亿元。前三季度营收424.34亿元,同比下降22.21%;净亏损7.10亿元。
2026-01-12Yonghui Superstores issued a profit warning, estimating a net loss attributable to shareholders for FY2025, marking the first negative annual result.永辉超市发布业绩预亏提示性公告,预计2025年度归属于上市公司股东的净利润为负值,全年经营业绩将出现亏损。
2026-03-03Yonghui Superstore expects a net loss of 2.14 billion yuan for FY2025, extending losses since 2021 with cumulative losses of 9.501 billion yuan.永辉超市预计2025年全年净亏损21.4亿元,自2021年以来持续亏损,累计亏损达95.01亿元。
2026-03-30Yonghui Superstore released FY2025 preliminary results: revenue 53.508 billion yuan, down 20.82% YoY; net loss 2.55 billion yuan, widening 74.01% YoY; total assets 30.482 billion yuan, down 28.70% from period start.永辉超市发布2025年业绩快报:营业收入535.08亿元,同比下降20.82%;净亏损25.5亿元,同比增亏74.01%;总资产304.82亿元,较期初减少28.70%。
2026-04-16Yonghui Superstores 2025 annual report: no cash dividend or capital reserve increase for 2025, as net profit has been negative for 5 consecutive years.永辉超市2025年年报:鉴于净利润连续5年为负,2025年度拟不分配现金股利,亦不实施资本公积金转增股本。
Technology investment and digitalization技术投资与数字化 5 · 2024-01-30 → 2025-02-13
Yonghui invests in supply chain digitalization and store digitization, with significant annual technology spending.永辉投资供应链数字化和门店数字化,年度技术支出显著。
2024-01-30Yonghui Superstores disclosed 2023 technology spending of approximately 670 million yuan, focusing on supply chain digitalization and store digitization.永辉超市披露2023年科技投入约6.7亿元,聚焦供应链数字化和门店数字化。
2024-04-26Yonghui Superstores' 'Yonghui Life' app registered members exceeded 117 million as of Q1 2024 end; Q1 online revenue was RMB 4.1 billion (up 1.99% YoY), accounting for 18.92% of total revenue.截至2024年第一季度末,永辉超市自营平台“永辉生活”App注册会员数突破1.17亿户;一季度线上业务营收41亿元(同比增1.99%),占总营收18.92%。
2024-08-23Yonghui H1 online revenue reached RMB 7.84 billion, 20.8% of total; self-operated platform covered 883 stores with sales of RMB 4.22 billion, up 4% YoY; own-brand sales RMB 1.28 billion.永辉上半年线上业务营收78.4亿元,占总营收20.8%;自营平台覆盖883家门店,销售额42.2亿元,同比增长4%;自有品牌销售额12.8亿元。
2024-10-30Yonghui Superstores reports that as of Q3 2024, its online business revenue was 11.57 billion yuan, down 5.63% YoY, accounting for 21.21% of total revenue; 'Yonghui Life' app covered 780 stores with sales of 6.31 billion yuan, down 1.1% YoY.永辉超市2024年前三季度线上业务营收115.7亿元,同比下滑5.63%,占比21.21%;“永辉生活”APP覆盖780家门店,销售额63.1亿元,同比下滑1.1%。
2025-02-13Yonghui Superstores launched 24-hour delivery service via its Yonghui Life app in Fuzhou, covering 11 warehouses across Gulou, Taijiang, Jin'an, Cangshan, Changle, and Minhou areas, offering full-category delivery including live seafood.永辉超市通过永辉生活App在福州推出24小时配送服务,覆盖鼓楼、台江、晋安、仓山、长乐、闽侯等地11个仓库,提供全品类配送包括活鲜。
Asset impairment and write-downs资产减值与核销 1 · 2024-01-30
Yonghui records impairments on long-term equity investments and other assets, impacting financial results.永辉对长期股权投资及其他资产计提减值,影响财务业绩。
Spring Festival promotions and sales春节促销与销售 3 · 2024-01-31 → 2025-11-27
Yonghui runs Spring Festival promotions, achieving strong own-brand and fresh product sales.永辉开展春节促销,自有品牌和生鲜产品销售强劲。
2024-01-31Yonghui Superstores launched a Spring Festival promotion 'Yonghui Dragon, Year More Intense' with own-brand products and special offers across stores.永辉超市开启‘永辉龙、年更浓’主题年货节,推出自有品牌年货及促销活动。
2024-02-20Yonghui Superstores reported 2024 Spring Festival sales data: own-brand sales exceeded RMB 100 million; top categories included domestic milk, snacks, cherries, puffed food, and nuts; cherry same-store sales grew nearly 20% YoY.永辉超市发布2024年春节消费数据:自有品牌销售额突破1亿元;热销品类包括国产纯奶、散装休闲、樱桃类、膨化食品及核果类;车厘子同店销售额同比增长近20%。
2025-11-27Yonghui held its 2026 Spring Festival selection meeting, planning a 'New Yonghui, New Year Flavor' campaign with 30 million-level quality bestsellers and 120 festive hero SKUs across four phases from Dec 2025 to Mar 3, 2026.永辉超市召开2026年货节选品会,规划“30款千万级品质爆品”与分4波段推进的“120款年货大单品”矩阵,年货节将于2025年12月启动预热至2026年3月3日。
Yonghui Bakery trademark filings永辉烘焙商标申请 1 · 2024-02-02
Yonghui files multiple trademark applications for 'Yonghui Bakery' and related brands.永辉为“永辉烘焙”及相关品牌提交多项商标申请。
2024-02-02Yonghui Superstores applied to register multiple 'Yonghui Bakery' and 'YH BAKERY' trademarks in classes including accommodation, convenience food, and advertising sales.永辉超市申请注册多枚“永辉烘焙”“YH BAKERY”商标,国际分类包括餐饮住宿、方便食品、广告销售等。
SF Express parcel counter partnership顺丰包裹代收点合作 1 · 2024-02-05
Yonghui partners with SF Express to set up parcel delivery counters at over 700 stores nationwide.永辉与顺丰合作,在全国700多家门店设立包裹代收点。
2024-02-05SF Express and Yonghui Superstores launched a nationwide partnership to set up SF Express parcel delivery counters at over 700 Yonghui stores across 26 provinces and 100+ cities, with a 10% discount for Yonghui customers.顺丰与永辉超市在全国范围内合作,在26省100多个城市的700余家永辉超市服务台设立顺丰寄递服务,并提供9折优惠。
Zhongbai Group joint venture unwind中百集团合资企业退出 5 · 2024-03-04 → 2025-01-03
Yonghui unwinds its joint venture with Zhongbai Group, first selling its stake and later fully exiting.永辉退出与中百集团的合资企业,先出售股权后完全退出。
2024-03-04Zhongbai Group plans to sell its 45% stake in Hubei Yonghui Zhongbai Supermarket Co., Ltd., further unwinding the joint venture with Yonghui Superstores.中百集团计划出售其持有的湖北永辉中百超市有限公司45%股权,进一步解除与永辉超市的合资关系。
2024-12-04Chongqing Yonghui, a subsidiary of Yonghui Superstores, reduced its stake in Zhongbai Group by 33,124,662 shares via centralized bidding from Jan 12, 2023 to Dec 4, 2024, dropping its holding to 4.99999% and ceasing to be a 5%+ shareholder.永辉超市子公司重庆永辉于2023年1月12日至2024年12月4日通过集中竞价减持中百集团33,124,662股,持股降至4.99999%,不再是持股5%以上大股东。
2024-12-18Yonghui Superstores' wholly-owned subsidiary Chongqing Yonghui sold all remaining 67,101,287 shares (9.87% stake) in Zhongbai Group via centralized bidding from Dec 3-17 for about 440 million yuan, recording a 2024 investment gain of ~161 million yuan but a cumulative investment loss of ~46 million yuan; Yonghui no longer holds any Zhongbai shares.永辉超市全资子公司重庆永辉于12月3日至17日通过集中竞价累计出售中百集团全部剩余6710.1287万股(占9.87%),出售金额约4.40亿元,增加2024年投资收益约1.61亿元,累计确认投资亏损约0.46亿元;永辉不再持有中百集团股票。
2025-01-03Yonghui Superstores completed a full exit from Zhongbai Group, selling all ~67.1 million shares (9.87% stake) via subsidiary Chongqing Yonghui for ~440 million yuan.永辉超市通过子公司重庆永辉完成对中百集团的全部清仓减持,出售约6710万股(占总股本9.87%),金额约4.4亿元。
Policy proposals by chairman Zhang Xuansong董事长张轩松政策提案 2 · 2024-03-05 → 2026-03-09
Chairman Zhang Xuansong proposes policies on pension insurance and skilled talent evaluation at the Two Sessions.董事长张轩松在两会期间提出养老保险和技能人才评价政策建议。
2026-03-09Yonghui Superstore chairman Zhang Xuan-song proposed at the Two Sessions to include service technicians in the national high-skilled talent evaluation system; 280 employees obtained national skill certificates, 5,131 internal technicians certified.永辉超市董事长张轩松在两会上建议将服务型技工纳入国家高技能人才评定体系;280名员工获国家技能证书,内部认证技工5131人。
Supply chain and procurement bases供应链与采购基地 19 · 2024-03-13 → 2026-06-03
Yonghui strengthens its supply chain through direct-procurement bases, spring vegetable sourcing, and supply chain upgrades.永辉通过直采基地、春菜采购和供应链升级强化供应链。
2024-03-13Yonghui Superstores operates large direct-procurement bases for spring vegetables in Fujian Nanping, Shanghai Chongming, Yunnan Dali, and Sichuan Dazhou, with a bamboo shoot base in Jian'ou covering over 200,000 mu and annual output of 70,000 tons.永辉超市在福建南平、上海崇明、云南大理、四川达州设有大型春菜直采基地,其中福建建瓯笋类基地种植面积超20万亩,年产量7万吨。
2024-03-28Yonghui Superstores was selected for the third batch of National Supply Chain Innovation and Application Demonstration Enterprises by the Ministry of Commerce and 7 other agencies.永辉超市入选商务部等8单位公布的第三批全国供应链创新与应用示范企业名单。
2024-05-24Yonghui Superstores announced a supply chain upgrade, integrating OEM/ODM/self-developed models to enhance self-developed product capabilities and rebuild its private-label supply chain.永辉超市宣布供应链升级,整合OEM代工/ODM定制/自主研发三大模式,提升自主研发能力,重新搭建自有品牌供应链体系。
2025-01-08Yonghui Superstores partnered with Fujian Supply and Marketing Modern Agriculture Service Group to launch the 'Langqi Model' for direct farm supply, initially introducing 6 packaged vegetable SKUs under the 'Hi Fucai' brand, with a planned 600-mu demonstration base in Langqi.永辉超市与福建供销现代农服集团合作推出‘琅岐模式’,首批导入6款‘嗨福菜’品牌包装蔬菜,规划琅岐基地近600亩定向种植示范基地。
2025-03-29At Yonghui's 2025 global supplier conference, Ye Guofu announced plans to incubate 100 products with annual sales over RMB 100 million in 3 years, and lock in 200 core suppliers with annual meetings.永辉超市2025年度全球供应商大会上,叶国富宣布3年孵化100个亿元级单品,锁定200家核心供应商并建立年度对话机制。
2025-03-29Ye Guofu stated Yonghui will eliminate intermediaries, adopt direct sourcing (裸价直采), and abolish various supplier fees, shifting from博弈 to共生 in supplier relations.叶国富表示永辉超市将砍掉中间商、推行裸价直采,取消对供应商的各种收费,零供关系从博弈转为共生。
2025-04-08Yonghui Superstores publishes 'Letter to China's Quality Supply Chain', offering 15-day fast shelf placement and promotion support for export-blocked manufacturers.永辉超市发布《致中国优质供应链的一封信》,为出口受阻企业开通15天极速上架和推广扶持。
2025-04-10Yonghui Superstores receives hundreds of emails and enters procurement talks with over 70 quality supply chain enterprises, including those supplying Costco and Sam's Club.永辉超市已收到数百封邮件,与超70家优质供应链企业进入采购洽谈,包括向开市客、山姆供货的企业。
2025-04-14Yonghui Superstores plans to set up a foreign trade quality products zone at Beijing Shijingshan Xilongduo store within a week, after talks with over 200 supply chain firms.永辉超市计划一周内在北京石景山喜隆多店设立外贸优品专区,已与超200家供应链企业洽谈。
2025-04-22Yonghui Superstores announces first batch of 2 brands, 9 products via 'green channel' for export-blocked firms, now on shelves at 4 stores (Beijing Xilongduo, Fuzhou Aoti, Hangzhou Binjiang Baolong, Linping Wanda).永辉超市宣布首批2个品牌9个商品通过外贸企业‘绿色通道’在北京喜隆多店、福州奥体店、杭州滨江宝龙店、临平万达店4家门店上架。
2025-05-29Yonghui launched the 2025 Lychee Season farmer-assistance program in Guangdong, planning to purchase over 5,000 tons of lychee from Guangdong, with direct sourcing from Zhanjiang cooperatives and a 24-hour farm-to-store supply chain.永辉启动2025广东荔枝季助农活动,预计采购广东荔枝5000吨以上,以产地直采形式对接湛江合作社与果农,构建24小时从田间到门店的供应链。
2025-08-08Yonghui Superstores launches the 2025 Xinjiang Fruit Festival, planning to procure over 10,000 tons of Xinjiang fruits (plums, winter jujubes, grapes, Hami melons) via direct sourcing, sold in nearly 500 stores nationwide; announces procurement of no less than 3 billion yuan of Xinjiang products over the next three years.永辉超市启动2025新疆水果节,预计直采超10000吨新疆水果(西梅、冬枣、葡萄、哈密瓜等),在全国近500家门店销售;宣布未来三年采购不少于30亿元新疆产品。
2025-08-22Yonghui Superstores completes 2860 'bare-price' centralized procurement contracts with standard suppliers in H1 2025, reducing supplier count by ~50%; fresh food direct sourcing ratio rises to over 60%; bakery self-operated sales share rises from 40.2% to 78.1%.永辉超市2025年上半年完成2860家标品供应商的裸采合同签订,精简供应商数量约50%;生鲜源头采购比例提升至60%以上;烘焙自营销售额占比从40.2%上涨至78.1%。
2025-09-01Yonghui Superstores signed a strategic cooperation agreement with Shanxi Junchuang Breeding Co., Ltd. to introduce 'Linyi Yellow River Hairy Crab' into Yonghui's Central China region.永辉超市与山西骏创养殖有限公司签署战略合作协议,将“临猗黄河大闸蟹”引入永辉华中区。
2025-11-11Yonghui's supplier streamlining achieved a 40.4% supplier elimination rate in Q3 2025; direct sourcing of swimming crab generated Q3 sales of RMB 44.53 million, up 195% YoY.永辉超市2025年三季度供应商淘汰率达40.4%;源头直采的水产梭子蟹三季度销售额4453万元,同比增长195%。
2026-05-14Signed strategic定向 planting agreement for Yonghui Farm vegetable base in Yunnan, with 20,000 mu under cultivation; annual orders expected to grow 30%.在云南签署永辉农场定向种植蔬菜基地战略协议,种植面积2万亩,年订单预计增长30%。
2026-05-26At 2026 prepared food supplier conference, designated prepared food as 'strategic high ground' for second-phase store renovation; reiterated 'three partner policies' (zero channel fees, no payment delays, no monopolistic practices).在2026年熟食供应商大会上,明确熟食为调改第二阶段“战略高地”,重申“三大伙伴新政”(零渠道费、不拖欠货款、禁垄断)。
2026-06-03Yonghui Superstores signed a strategic cooperation agreement with Grace Home Textiles Co., Ltd. in Alar, Xinjiang, to jointly build a full-chain quality control and traceability system for Xinjiang cotton, with the 'Yonghui Cotton Field' officially挂牌 (listed) in Alar.永辉超市与洁丽雅家居股份有限公司在新疆阿拉尔签署战略合作协议,共同构建新疆棉全链路品质管控与溯源体系,“永辉棉田”在阿拉尔正式挂牌。
Sales performance & product highlights销售业绩与产品亮点 3 · 2024-03-13 → 2024-06-12
Yonghui reported strong spring vegetable sales, record durian sales, and new product incubation zones.永辉报告春季蔬菜销售强劲、榴莲销售创纪录及新品孵化区。
2024-04-17Yonghui Superstores reported that since the store optimization program began in 2023, each store launches nearly 400 new products monthly, with 200 stores now having 'New Product Incubation Zones'.永辉超市自2023年开展门店调优以来,单店每月可上架近400款新品,已在200家门店设置“新品孵化区”。
2024-06-12Yonghui Superstores reported that its durian category achieved all-channel sales exceeding RMB 200 million in May 2024, breaking the company's single-month record for this category.永辉超市报告2024年5月榴莲品类全渠道销售额突破2亿元,打破该品类单月最高销售纪录。
Recruitment and talent development招聘与人才培养 4 · 2024-03-18 → 2025-12-19
Yonghui launches recruitment plans for graduates and retail elite projects, and holds skills competitions.永辉启动毕业生招聘计划和零售精英项目,并举办技能竞赛。
2024-03-18Yonghui Superstores launched 2024 spring recruitment for management, tech R&D, supply chain, and functional roles, targeting 2024 graduates across 29 provinces and nearly 600 cities.永辉超市启动2024年春招,招聘管理、技术研发、供应链和职能类岗位,面向2024届毕业生,业务覆盖29省份近600城市。
2024-04-12Yonghui Superstores launched the 2024 recruitment plan for the '1933 Retail Elite Project', targeting over 3,000 fresh graduates nationwide for provincial operations, platform functions, and procurement trainee positions.永辉超市发布1933零售精英工程2024年招聘计划,面向全国多所高校招聘超3000名应届大学生,岗位包括省区运营、平台职能及采购管培生。
2025-12-19Yonghui held 10th National Skills Competition finals in Fuzhou, with nearly 300 staff competing in 13 categories including meat cutting, baking, livestreaming, and smart logistics; 160,000 yuan in prizes awarded.永辉超市第十届全国技能大赛总决赛在福州举办,近300名员工参与肉类分割、烘焙、直播、智慧物流等13个项目角逐,颁发奖金共计16万元。
Awards and recognitions奖项与认可 4 · 2024-03-18 → 2025-08-29
Yonghui receives awards for integrity, supply chain innovation, and corporate ranking.永辉获得诚信经营、供应链创新和企业排名等奖项。
2024-03-18Yonghui Superstores received the '2023 Shenzhen Bao'an District Integrity Business Award' for consumer rights protection.永辉超市荣获“2023年度深圳市宝安区诚信经营商家”称号,表彰消费维权贡献。
2024-03-18Fujian Yonghui Superstores was selected as one of the top 10 'Online Dispute Resolution (ODR) Enterprises' of 2023 in Fujian Province.福建永辉超市有限公司获选为2023年度福建省十佳“在线消费纠纷解决(ODR)企业”。
2025-01-17Vice Minister of Commerce Sheng Qiuping visited Yonghui Superstores' Beijing Xilongduo reform store, praising the reform for returning to retail essence and urging further supply chain strengthening.商务部副部长盛秋平带队调研北京永辉超市喜隆多调改店,对调改工作高度肯定,要求继续强化供应链系统。
2025-08-29Yonghui Superstores ranks 168th on the 2025 China Top 500 Private Enterprises list and 39th in the service sector, marking its tenth consecutive year on the list.永辉超市位列2025中国民营企业500强第168位、服务业民营企业100强第39名,连续第十年上榜。
Trademark filings and intellectual property商标申请与知识产权 7 · 2024-03-19 → 2025-07-14
Yonghui files multiple trademarks for new brands and defensive protection, including 'Pang Yonghui'.永辉为新品牌和防御性保护提交多项商标申请,包括“胖永辉”。
2024-03-19Yonghui Superstores filed 5 new trademark applications for 'Yonghui Preferred Super Value YH YH SELECTION' and others, holding 3,410 registered trademarks total.永辉超市新提交“永辉优选 超值 YH YH SELECTION”等5件商标注册申请,共持有注册商标3410件。
2024-04-08Yonghui Superstores filed 9 new trademark applications for 'Yonghui Preferred YH SELECTION Super Value' and 'Yonghui Preferred Super Value YH SELECTION YH'.永辉超市新提交9件商标注册申请,包括“永辉优选 YH SELECTION 超值”和“永辉优选 超值 YH SELECTION YH”。
2024-12-02Yonghui Superstores applied to register the trademark 'Pang Yonghui' (胖永辉) under International Class 15 (musical instruments) for defensive protection; the company stated it has no plans to use it.永辉超市申请注册“胖永辉”商标,国际分类为乐器,属防御性保护注册,公司表示不会投入使用。
2025-05-12Yonghui Superstores applied to register multiple 'Yonghui Online Supermarket' trademarks in classes including food, advertising, financial services, and website services; status is pending substantive examination.永辉超市申请注册多枚“永辉线上超市”商标,国际分类涉及食品、广告销售、金融物管、网站服务等,当前状态为等待实质审查。
Shareholder stake reductions (JD.com affiliates)股东减持(京东关联方) 8 · 2024-03-20 → 2025-07-02
JD.com affiliates reduce their stakes in Yonghui through multiple rounds of share sales.京东关联方通过多轮减持出售永辉股份。
2024-06-14Shareholder Beijing JD Century Trading plans to reduce its stake in Yonghui Superstores by up to 2% (181.5 million shares) via block trades within 3 months, citing its own funding needs.股东北京京东世纪贸易因自身资金需求,计划在3个月内通过大宗交易减持永辉超市不超过2%股份(1.815亿股)。
2024-07-12Shareholders Suqian Hanbang and JD.com World Trade completed a share reduction plan from April 16 to July 12, 2024, collectively reducing holdings by 106.96 million shares (1.1786% of total shares).股东宿迁涵邦及京东世贸于2024年4月16日至7月12日完成减持计划,合计减持10696.03万股,占总股本1.1786%。
2024-09-30Yonghui Superstores announced that JD Shimao has reduced its shareholding by 102,779,000 shares (1.13% of total股本) via block trades from Jul 8 to Sep 30, 2024, with total proceeds of 214 million yuan. After reduction, JD Shimao holds 6.98% of shares.永辉超市公告,京东世贸于2024年7月8日至9月30日通过大宗交易减持公司股票102,779,000股(占总股本1.13%),减持总金额2.14亿元。减持后,京东世贸持股6.98%。
2024-10-08JD Century Trade reduces its stake in Yonghui Superstores by selling 100 million shares (1.13% of total) from July 8 to September 30, 2024, at 2.04-2.17 yuan per share, totaling 210 million yuan.北京京东世纪贸易于2024年7月8日至9月30日减持永辉超市1亿股(占总股本1.13%),减持价格区间2.04-2.17元,总金额2.1亿元。
2025-03-11Shareholder JD.com World Trade plans to reduce its stake in Yonghui by up to 266.43 million shares (2.94% of total), via block and centralized竞价 trades, due to its own funding needs.股东京东世贸因自身资金需求,拟减持永辉超市不超过2.66亿股(占总股本2.94%),通过集中竞价和大宗交易方式。
2025-04-01JD World Trade plans to significantly reduce its stake in Yonghui Superstores; JD has previously increased its stake to over 13%.京东世贸计划大幅减持永辉超市股份;京东此前多次增持,持股比例一度超过13%。
2025-07-02JD.com's Beijing JD Century Trading Co., Ltd. reduced its stake in Yonghui Superstores by 114 million shares (1.2567% of total equity) via centralized竞价 and block trades, raising 604 million yuan; remaining stake is 1.6791%.京东世贸通过集中竞价及大宗交易减持永辉超市1.14亿股(占总股本1.2567%),套现6.04亿元;剩余持股1.6791%。
Dalian Wanda Commercial Management share sale大连万达商管股份出售 11 · 2024-04-07 → 2026-05-21
Yonghui sells its stake in Dalian Wanda Commercial Management, facing payment delays and eventually winning arbitration.永辉出售大连万达商管股份,遭遇付款延迟并最终赢得仲裁。
2024-04-07Yonghui Superstores announced the progress of selling 388.7 million shares of Dalian Wanda Commercial Management Group to Dalian Yujin Trade for RMB 4.53 billion, with the second installment of RMB 391 million partially received (RMB 290 million received, RMB 101 million outstanding) and shares not yet delivered.永辉超市公告出售3.887亿股大连万达商管股份给大连御锦贸易,总价45.3亿元,第二期3.91亿元部分到账(已收2.9亿元,未收1.01亿元),股份尚未交割。
2024-04-19Yonghui Superstores received the full second installment payment of RMB 391 million from Dalian Yujin Trade for the sale of Dalian Wanda Commercial Management Group shares, completing the transfer.永辉超市已收到大连御锦贸易支付的二期股份转让价款尾款1.01亿元,二期3.91亿元全额到账,出售大连万达商管股份交易完成。
2024-05-06Yonghui CFO Wu Kaizhi stated that selling stakes in Wanda Commercial Management (45.3 billion yuan for 1.43%) and Hongqi Chain (approx. 800 million yuan for 10%) in Dec 2023 was to focus on core business and raise funds for future growth.永辉财务总监吴凯之表示,2023年12月出售万达商管1.43%股权(作价45.3亿元)和红旗连锁10%股份(约8亿元),旨在聚焦主业并回笼资金用于未来增长。
2024-06-14Yonghui Superstores confirmed it has fully received the second tranche of the share transfer payment from the sale of its Wanda Commercial Management shares.永辉超市确认已全部收到出售万达商管股份的第二期转让款。
2024-06-30Yonghui Superstores disclosed that for the sale of 388.7 million shares in Dalian Wanda Commercial Management for RMB 4.53 billion, the third tranche of RMB 792 million is due; only RMB 200 million has been received, with RMB 592 million outstanding.永辉超市披露出售大连万达商管3.887亿股(总价45.3亿元)进展:第三期应收7.92亿元,已收到2亿元,尚有5.92亿元未到账。
2024-07-01Yonghui Superstores received the first and second tranches of payment totaling 690,970,179.14 yuan from Dalian Yujin Trading for the sale of 388,699,998 shares in Dalian Wanda Commercial Management Group, with 592,411,591.15 yuan still outstanding.永辉超市收到大连御锦贸易有限公司支付的万达商管股份转让首期及第二期款项共计690,970,179.14元,尚有592,411,591.15元未收到。
2024-07-26Yonghui Superstores adjusted the asset sale plan for Dalian Wanda shares, with remaining consideration of 3.839 billion yuan to be paid in eight installments; the third installment of 200 million yuan was paid by June 30, 2024.永辉超市调整万达商管股份出售方案,剩余转让价款38.39亿元分八期支付,第三期2亿元已于2024年6月30日前支付。
2024-10-10Yonghui Superstores announces that Dalian Yujing defaults on the fourth installment payment of 300 million yuan for the sale of Wanda Commercial Management shares, due September 30, 2024; Yonghui will initiate arbitration.永辉超市公告称大连御锦未支付万达商管股份第四期股权转让款3亿元(应于2024年9月30日前支付),已构成违约,将提起仲裁。
2026-04-14Yonghui Superstores won a final arbitration award against Dalian Yujin Trade, Wang Jianlin, Sun Xishuang, and Dalian Yifang Group: Dalian Yujin must pay RMB 3.639 billion in remaining Wanda Commercial Management share transfer price, RMB 218 million in accelerated maturity penalties, plus legal fees; guarantors bear joint liability. Total amount exceeds RMB 3.88 billion.永辉超市在与大连御锦贸易、王健林、孙喜双、大连一方集团的仲裁案中获胜:大连御锦需支付剩余万达商管股份转让价款36.39亿元、加速到期违约金2.18亿元及律师费等,担保人承担连带责任,总金额超38.8亿元。
Share pledge and buyback by chairman董事长股份质押与回购 7 · 2024-04-15 → 2025-12-08
Chairman Zhang Xuansong faces margin call risk, resolves it, and later completes a share buyback plan.董事长张轩松面临追加保证金风险,解决后完成股份回购计划。
2024-04-15Yonghui Superstores Chairman Zhang Xuesong plans to increase his shareholding by RMB 250 million to RMB 450 million via centralized bidding within 3 months after the passive disposal ends, to stabilize the stock price.永辉超市董事长张轩松拟自被动处置结束之日起6个月后的3个月内,通过集中竞价增持公司股份,增持金额不低于2.5亿元,不超过4.5亿元,以维护股价稳定。
2024-04-26Yonghui Superstores announced that the passive disposal risk for shares held by Chairman Zhang Xuesong's concerted party '6th Fund' was resolved after Zhang raised RMB 105.03 million via asset disposals to repay margin debt.永辉超市公告,董事长张轩松的一致行动人“6号基金”通过处置资产筹措1.0503亿元偿还两融债务,被动处置风险解除。
2025-01-21Yonghui Superstores chairman Zhang Xuansong and his concert party completed a share buyback, acquiring 43,923,100 shares (0.48% of total) via centralized bidding on Jan 20-21 for a total of ~250 million yuan, fulfilling the previously announced buyback plan.永辉超市董事长张轩松及其一致行动人于1月20-21日通过集中竞价增持公司股票4392.31万股(占总股本0.48%),增持金额约2.5亿元,完成增持计划。
2025-11-11Yonghui Chairman Zhang Xuansong and his concert party plan to reduce up to 90.75 million shares (1% of total) via centralized竞价 from Dec 4, 2025 to Mar 3, 2026, due to personal funding needs.永辉超市董事长张轩松及其一致行动人拟于2025年12月4日至2026年3月3日通过集中竞价减持不超过9075万股(占总股本1%),原因为自身资金需求。
2025-12-05Chairman Zhang Xuansong's concert party Xishirun Hexun No.6 fund reduced 4.5 million shares (0.05% of total) via centralized bidding on Dec 4, cutting total holding from 14.05% to 14.00%.董事长张轩松一致行动人喜世润合润6号基金于12月4日通过集中竞价减持450万股(占总股本0.05%),持股比例从14.05%降至14.00%。
2025-12-08Zhang Xuansong's concert party completed reduction of 90.75 million shares (1% of total) via centralized bidding from Dec 4-8, at 3.85-4.32 yuan/share, total proceeds 377 million yuan; holding dropped to 0.87%.张轩松一致行动人于12月4日至8日通过集中竞价完成减持9075万股(占总股本1%),减持价格3.85-4.32元/股,套现3.77亿元,持股降至0.87%。
Yonghui Yunjin Technology (fintech) divestiture永辉云金科技(金融科技)剥离 10 · 2024-04-26 → 2026-04-30
Yonghui sells its majority stake in its internet finance platform, Yonghui Yunjin Technology, and later exits completely.永辉出售其互联网金融平台永辉云金科技的多数股权,随后完全退出。
2024-04-26Yonghui Superstores agreed to sell 65% equity in Yonghui Yunjin Technology (its internet finance platform) to Shanghai Paihui Technology for RMB 336 million in cash, retaining 35%.永辉超市同意向上海派慧科技出售所持永辉云金科技65%股权,转让总价3.36亿元,交易后仍持有云金科技35%股权。
2024-06-27Yonghui Superstores completed the sale of its 65% stake in Yonghui Yunjin Technology to Shanghai Paihui Technology for RMB 378 million, receiving full payment.永辉超市完成向上海派慧科技出售永辉云金科技65%股权,转让总价3.78亿元,已收到全部款项。
2025-10-09Yonghui Superstores reduced its stake in Yonghui Yunjin Technology from 35% to 28.095%; Yonghui Yunjin operates the 'Xiaohuifu' P2P lending platform and holds two subsidiaries including Chongqing Yonghui Micro-loan.永辉超市对永辉云金科技的持股比例从35%下降至28.095%;永辉云金运营网贷平台“小辉付”,旗下拥有重庆永辉小额贷款等两家子公司。
2025-12-29Yonghui plans to sell its remaining 28.095% stake in subsidiary Yonghui Yunjin Technology via Chongqing United Assets and Equity Exchange, with initial listing price of 177.5375 million yuan, to focus on core retail business.永辉超市拟通过重庆联合产权交易所挂牌转让参股子公司永辉云金科技28.095%股权,初始挂牌底价1.775375亿元,以聚焦零售主业。
2026-01-02Yonghui Superstores announced it plans to publicly transfer its remaining 28.095% stake in Yonghui Yunjin Technology (operator of 'Xiaohuifu' P2P lending platform) for a base price of 177 million yuan, completing the divestiture from the fintech business.永辉超市公告拟公开转让所持永辉云金科技('小辉付'网贷平台运营方)剩余28.095%股权,转让底价1.77亿元,完成与金融科技业务的切割。
2026-01-22Yonghui Superstores terminated the public listing of its 28.095% stake in Yunjin Technology and agreed to sell it to Shanghai Paihui Technology via private negotiation for 80 million yuan, recording an estimated investment loss of 90.88 million yuan.永辉超市终止公开挂牌转让云金科技28.095%股权,改为协议转让给上海派慧科技,转让总价8000万元,预计产生投资损失约9088万元。
2026-01-23Shanghai Stock Exchange issued a regulatory work letter to Yonghui Superstores regarding the asset sale of Yunjin Technology, involving the company, directors, senior management, and controlling shareholders.上交所就永辉超市出售云金科技股权相关事项下发监管工作函,涉及上市公司、董事、高级管理人员及控股股东。
2026-03-16Yonghui Superstore responded to the Shanghai Stock Exchange regarding the sale of its remaining 28.095% stake in Yonghui Yunjin Technology to Paihui Technology for 80 million yuan, citing asset performance decline and regulatory tightening as reasons for the low price.永辉超市就出售永辉云金科技剩余28.095%股权给派慧科技(交易价8000万元)回复上交所,解释低价原因为标的业绩下滑及监管收紧。
2026-04-30Yonghui Superstores completed the transfer of 28.095% equity in Yonghui Yunjin Technology to Shanghai Paihui Technology for RMB 80 million; received first installment of RMB 1 million, with remaining RMB 79 million due by Dec 31, 2026.永辉超市完成向上海派慧科技转让永辉云金科技28.095%股权的工商变更,交易总价8000万元,已收到首期100万元,剩余7900万元应于2026年12月31日前支付。
Shareholder dividend return plan股东分红回报计划 1 · 2024-04-26
Yonghui announces a three-year shareholder dividend return plan, committing to distribute at least 30% of distributable profit.永辉公布三年股东分红回报计划,承诺分配至少30%的可分配利润。
2024-04-26Yonghui Superstores announced a 2024-2026 shareholder dividend return plan: if profitable with positive retained earnings, cumulative cash dividends over three years shall be at least 30% of the average annual distributable profit.永辉超市制定2024-2026年股东分红回报规划:在盈利且累计未分配利润为正的情况下,最近三年以现金方式累计分配的利润不少于最近三年实现的年均可分配利润的30%。
Own-brand and private-label development自有品牌与贴牌开发 11 · 2024-04-26 → 2026-05-03
Yonghui grows its own-brand sales, launches private-label products, and consolidates brands under 'Yonghui Preferred'.永辉增长自有品牌销售,推出贴牌产品,并整合品牌至“永辉优选”。
2024-04-26Yonghui Superstores reported FY2023 own-brand sales of RMB 3.54 billion (up 8.26% YoY), fresh own-brand up 41.3%; online revenue of RMB 16.1 billion (20.5% of total); 31 logistics centers covering 29 provinces with 840,000 sqm.永辉超市2023年自有品牌销售额35.4亿元(同比增8.26%),生鲜自有品牌增41.3%;线上业务营收161亿元(占20.5%);拥有31个物流中心,覆盖29省市,总面积84万平方米。
2024-08-29Yonghui held semi-annual work seminar, released National Organization Activation Reward Plan and Store Operation Standards Manual (2024); launched own-brand products like Yonghui Preferred corn oil, facial wipes, laundry detergent.永辉召开半年度工作研讨会,发布《全国组织激活奖励方案》和《门店基础运营标准指导手册(2024)》,推出永辉优选玉米油、洁面柔巾等自有品牌产品。
2025-06-12Yonghui Superstores CMO She Xianping stated the company will replicate Pangdonglai's supply chain, benchmark product quality and price, and launch at least 60 private-label products this year.永辉超市首席商品官佘咸平表示将复制胖东来供应链,对标商品品质和价格,今年推出至少60款自有品牌商品。
2025-06-24Yonghui Superstores CMO She Xianping said the company will strengthen private-label hit products to target billion-yuan-level single products, with Yonghui优选 Yili fresh milk as a potential representative.永辉超市首席商品官佘咸平表示将加强自有品牌爆品打造冲击亿元级大单品,永辉优选伊利鲜奶或将成为代表性单品之一。
2025-08-05Yonghui Superstores formally announces a strategic focus on private-label brands, consolidating existing brands (Chan Dash, Hui Xiangsui, Yousong, Oufurui) under the unified 'Yonghui Preferred' umbrella, aiming to build a national brand.永辉超市正式宣布重点发展自有品牌,将现有品牌(馋大狮、惠相随、优颂、欧馥芮等)统一纳入“永辉优选”战略,旨在打造国民品牌。
2025-11-01Yonghui launched 'Yonghui Custom' and private brand 'Quality Yonghui' series, releasing over 20 quality SKUs; 15 launched SKUs achieved cumulative sales over RMB 100 million since October.永辉超市发布“永辉定制”与自有品牌“品质永辉”两大系列,推出超20款品质单品;已面市的15支单品自10月上市以来累计销售额超1亿元。
2026-03-27Yonghui Superstore VP She Xianping stated at the 'Quality Yonghui' annual conference that the private brand launched nearly 60 products in 2025, with Spring Festival sales up over 70% QoQ; 'Yonghui Customized' series saw strong growth: Norwegian salmon sales up >10x, JiaNong bananas up >4x, eggs up ~2x YoY.永辉超市副总裁佘咸平在年会上表示,自有品牌“品质永辉”2025年推出近60款商品,春节档销售额环比增长超70%;“永辉定制”系列春节销售同比增长:挪威三文鱼超10倍、佳农香糯蕉超4倍、精选鲜鸡蛋近2倍。
2026-05-03Launched 'Zhenxin Yonghui' clean-label tartlet new product in Guangzhou Liying store, distributing 1,000 free tartlets as part of 'commodity centralization' strategy.在广州丽影店举办“真芯永辉”清洁标签蛋挞新品发布会,限量发放1000份免费蛋挞,落实“商品中心化”战略。
Pangdonglai-assisted store remodeling胖东来调改门店 171 · 2024-05-07 → 2026-06-18
Yonghui partners with Pangdonglai to remodel stores, starting with Zhengzhou and expanding nationwide, driving sales and operational transformation.永辉与胖东来合作调改门店,从郑州起步扩展至全国,推动销售与运营转型。
2024-05-07Pangdonglai founder Yu Donglai visited 4 Yonghui stores in Zhengzhou and announced a assistance and restructuring plan; first two stores are Yonghui Zhengzhou Hanhai Beijin store and Xinxiang Baolong Plaza store, with restructuring starting in early June and late June 2024.胖东来创始人于东来走访郑州4家永辉门店,宣布启动帮扶调改计划;首批两家门店为永辉郑州瀚海北金店和新乡宝龙广场店,分别于2024年6月初和6月底启动调改。
2024-05-08Yonghui Superstores responded to market rumors about Pangdonglai assistance, stating it will learn from Pangdonglai but no further progress on takeover or assistance matters to disclose.永辉超市回应胖东来帮扶传闻,表示会向胖东来学习,但关于接管或帮扶事项没有进一步进展可披露。
2024-05-10Pangdonglai confirmed it will assist Yonghui Superstores at 2 stores in Zhengzhou and Xinxiang, starting June 1, 2024; details include employee salaries, store layout, product structure, supply chain sharing, and price optimization; some Pangdonglai products will be stocked.胖东来确认帮扶永辉超市郑州和新乡的2家门店,预计2024年6月1日正式启动;调改细节包括员工薪资、卖场规划、商品结构、共享供应链、优化价格等,部分胖东来产品将上架。
2024-05-21At the 2023 annual general meeting, Yonghui CEO Li Songfeng confirmed cooperation with Pangdonglai for store renovations in Zhengzhou and Xinxiang, including store layout, product structure, supply chain, service optimization, and employee compensation; some Pangdonglai products will be stocked.在2023年年度股东大会上,永辉CEO李松峰确认与胖东来合作在郑州和新乡进行门店改造,包括卖场规划、商品结构、供应链、优化服务及员工薪酬等,部分胖东来产品将上架。
2024-05-27Yonghui Superstores issued its first store restructuring announcement: the first store to be restructured with Pangdonglai's help changed from Zhengzhou Hanhai Beijin store to Zhengzhou Xinwan Plaza store, closing on May 31 and reopening on June 19; the second store remains Xinxiang Baolong Plaza store, starting end of June.永辉超市首次发布门店调改公告:胖东来帮扶的首家门店由郑州瀚海北金店变更为郑州信万广场店,5月31日闭店,6月19日恢复营业;第二家仍为新乡宝龙广场店,6月底启动。
2024-05-31Pangdonglai's restructuring of Yonghui Zhengzhou Xinwan Plaza store officially started; Pangdonglai internal source said founder Yu Donglai is confident that within one year, Yonghui's entire group can return to breakeven status through the two store renovations.胖东来对永辉郑州信万广场店的调改正式启动;胖东来内部人士称,创始人于东来有信心通过两家门店改造,用一年时间让永辉超市整体恢复到止亏状态。
2024-06-03Yonghui Superstores issued an abnormal stock fluctuation announcement, confirming that the Pangdonglai-assisted store renovation only involves some stores in Zhengzhou, does not involve equity investment or major business cooperation, and has no significant impact on revenue or profit.永辉超市发布股票交易异常波动公告,确认胖东来帮扶调改仅涉及郑州部分门店,不涉及股权投资或重大业务合作,对营收利润无重大影响。
2024-06-03Yonghui Superstores' Zhengzhou Xinwan Plaza store closed for renovation on May 31, led by Pangdonglai and Qinghai Yijiaren teams, scheduled to reopen on June 19 with 90% of Pangdonglai's product structure.永辉超市郑州信万广场店于5月31日闭店调改,由胖东来和青海一家亲团队主导,计划6月19日恢复营业,商品结构达到胖东来的90%以上。
2024-06-19Yonghui Superstores' Zhengzhou Xinwan Plaza store reopened after 19-day Pangdonglai-led renovation: removed 10,841 SKUs (81.3%), added 12,581 new SKUs (80% new), reaching over 90% of Pangdonglai's product structure; employee wages raised from RMB 2,500 to RMB 4,500/month.永辉超市郑州信万广场店经胖东来19天调改后重新开业:下架10841个单品(81.3%),新增12581个单品(80%),商品结构达胖东来90%以上;员工工资从2500元/月提升至4500元/月。
2024-06-19Yonghui Superstores announced the 'Chuxin Plan': second store renovation to start July 1, and internal national store renovation team to be formed to replicate Pangdonglai's experience.永辉超市发布“初心计划”:7月1日启动第二家门店调改,并组建全国门店调改小组以复制胖东来经验。
2024-07-09Yonghui Superstores Zhengzhou Xinyuan Plaza store, remodeled with help from Pangdonglai, reopened on June 19 with first-day sales of 1.88 million yuan, about 13.9 times the average daily sales before remodeling.永辉超市郑州信万广场店(胖东来帮扶调改店)于6月19日恢复营业,首日销售额达188万元,约为调改前日均销售额的13.9倍。
2024-07-17Yonghui Superstores launched the second Pangdonglai-assisted remodeling store, Zhengzhou Hanhai Haishang store, which closed on July 17 and is expected to reopen on August 7; the store covers over 3,000 square meters.永辉超市启动第二家胖东来帮扶调改店——郑州瀚海海尚店,7月17日闭店,预计8月7日恢复营业,经营面积超3000平方米。
2024-07-17Yonghui Superstores reported that the Zhengzhou Xinyuan Plaza remodeled store achieved average daily sales of 1.8 million yuan and average daily customer traffic of 10,000 as of July 15.永辉超市披露,郑州信万广场调改店截至7月15日日均销售额180万元,日均客流1万人。
2024-07-24Yonghui Superstores CEO led a national Pangdonglai learning and remodeling team to Xi'an to start remodeling the first self-operated national store, Yonghui Superstores Xi'an Zhongmao Plaza store.永辉超市CEO带领全国总部学习胖东来专项调改小组到达西安,启动永辉超市学习胖东来全国首店——西安中贸广场店的调改。
2024-08-28Yonghui stated at H1 performance briefing that Pangdonglai-revamped stores achieved profitability with doubled daily revenue; will expand self-revamp model.永辉在半年报业绩说明会上表示,胖东来调改门店已实现盈利,日均收入翻倍;将推广自主调改模式。
2024-08-29Yonghui confirmed first batch of 10 self-revamp stores in cities including Hefei, Hangzhou, Fuzhou, Chengdu, Guiyang, Chongqing, Beijing, Shenzhen, Shenyang; Xi'an Zhongmao store opens August 31.永辉确认首批10个城市自主调改店,包括合肥、杭州、福州、成都、贵阳、重庆、北京、深圳、沈阳;西安中贸广场店8月31日开业。
2024-08-31Yonghui's first self-revamp store Xi'an Zhongmao Plaza opened trial operation; daily sales reached RMB 1.5143 million, customer flow exceeded 14,000, vs previous daily average of RMB 200,000 and 3,000 customers.永辉首家自主调改店西安中贸广场店试营业,首日销售额151.43万元,客流超1.4万人,此前日均销售额约20万元、客流3000人。
2024-09-01Yonghui Superstores' first self-adjusted store learning from Pangdonglai, Xi'an Zhongmao Square store, opened for trial on Aug 31; first-day sales reached 1.5143 million yuan, traffic exceeded 14,000 people, compared to previous daily average sales of about 200,000 yuan and traffic of about 3,000.永辉超市全国首家自主调改的学习胖东来门店——西安中贸广场店于8月31日试营业;首日销售额达151.43万元,客流量超1.4万人,此前日均销售额约20万,日均客流约3000人。
2024-09-01Yonghui Superstores' Hefei Dongfeng Avenue store, a self-adjusted store learning from Pangdonglai, resumed operations on Sep 1, with adjustments expected to be completed by end of September.永辉超市学习胖东来的自主调改店合肥东风大道店于9月1日恢复营业,预计将于9月底完成调改。
2024-09-08Yonghui Superstores confirmed the first batch of 11 'learning from Pangdonglai' self-adjusted stores nationwide, including Fuzhou Aoti Center store and Fuzhou Gongyuan Road store.永辉超市确认全国首批“学习胖东来”式自主调改店名单,合计11家门店,包括福州奥体中心店、福州公园道店。
2024-09-19Yonghui Superstores' Beijing Xilongduo store will close for adjustment on Sep 20, planning to resume on Oct 19; this is the first self-adjusted store in Beijing learning from Pangdonglai. Yonghui plans to adjust over 10 stores in Beijing. Employee salaries will be raised by an average of over 20%.永辉超市北京喜隆多店将于9月20日闭店调改,计划10月19日恢复营业;这是北京首家学习胖东来的自主调改店。永辉计划在北京调改超过10家门店。员工薪酬平均提升超20%。
2024-09-20Yonghui Superstores' third Pangdonglai-assisted adjusted store, Zhengzhou Yuda Plaza store, resumed operations on Sep 20 after 43 days of adjustment; store area exceeds 10,000 sqm.胖东来调改的第三家永辉超市——郑州裕达广场店于9月20日恢复营业,历经43天调改;建筑面积超1万平方米。
2024-09-20Yonghui Superstores stated in investor interaction that Pangdonglai has no intention to hold shares or acquire Yonghui Superstores.永辉超市在投资者互动中表示,胖东来没有持股或收购永辉超市的意向。
2024-09-24Yonghui Superstores' founder and chairman Zhang Xuansong's shareholding ratio remained unchanged; the company stated it will continue to learn from Pangdonglai, and Pangdonglai will continue to assist Yonghui's adjustments.永辉超市创始人兼董事长张轩松的股权比例未发生变化;公司表示将持续学习胖东来,胖东来也会持续帮扶永辉超市调整。
2024-09-26Pangdonglai founder Yu Donglai responded that the assistance to Yonghui and Bubugao will continue for about two more years, and these enterprises can basically adjust themselves.胖东来创始人于东来回应,对永辉和步步高的帮扶将持续约两年时间,这些企业基本能自己进行调整。
2024-09-29Yonghui Superstores issued a clarification announcement denying rumors about the chairman 'fleeing' or 'betraying Pangdonglai', stating that Zhang Xuansong's shareholding ratio has not changed and he has no reduction plan; Pangdonglai will continue to assist Yonghui.永辉超市发布澄清公告,否认“董事长跑路”“背刺胖东来”等传闻,称张轩松股权比例未变且无减持计划;胖东来将继续帮扶永辉。
2024-10-04Yonghui Superstores Shenbei Wuyue store in Shenyang begins self-directed remodeling learning from Pangdonglai, planning to close after National Day holiday for upgrade.永辉超市沈阳沈北吾悦店启动学习胖东来自主调改,计划十一假期后闭店升级。
2024-10-08Yonghui Superstores Chongqing Nanping Wanda store starts closed remodeling learning from Pangdonglai, delisting 10,685 SKUs and replanning 12,545 SKUs, reopening on November 15.重庆永辉超市南坪万达广场店启动学习胖东来闭店调改,下架10685个单品,重新规划12545个单品,11月15日重新开业。
2024-10-11Shenzhen's first Yonghui Superstores store benchmarking Pangdonglai begins full remodeling, closing on October 9 and reopening on November 8; product structure will approach 80% of Pangdonglai's, and staff count will double.深圳首家对标胖东来的永辉超市门店启动全面调改,10月9日闭店,11月8日恢复营业;商品结构将接近胖东来的80%,员工数量翻倍。
2024-10-11Yonghui Superstores Sichuan's first self-directed remodeling store (Jinjiang Wenhua Plaza) reopens after learning from Pangdonglai, with over 59% product refresh and optimized layout.永辉超市四川首个学习胖东来自主调改门店(锦江文华广场店)重新开业,商品更新超59%,布局优化。
2024-10-19Yonghui Superstores Beijing Shijingshan Xilongduo store, the first self-directed remodeling store in Beijing learning from Pangdonglai, reopens; delists 11,430 SKUs (79%), replans 12,765 SKUs (76.2% new), product structure reaches over 90% of Pangdonglai's.永辉超市北京首家学习胖东来自主调改门店石景山喜隆多店恢复营业;下架11430个单品(79%),重新规划12765个单品(新增76.2%),商品结构达胖东来90%以上。
2024-10-19Yonghui Superstores Beijing Shijingshan Xilongduo store records 170 million yuan in sales on reopening day, with 14,000 payment transactions and over 50,000 visitors, 6 times the pre-remodeling daily average.永辉超市北京石景山喜隆多店恢复营业首日销售额170万元,支付客流1.4万人次,进店超5万人,为调改前日均6倍。
2024-10-21Yonghui Superstores Fuzhou Changle Wanxing store delays reopening from October 25 to November 1 due to underestimated remodeling workload and updated standards.永辉超市福州长乐万星店调改恢复营业时间由10月25日调整为11月1日,因改造工程量评估不足。
2024-10-24Yonghui Superstores Beijing Shijingshan Xilongduo store achieves 7.7 million yuan in sales, 200,000 visitors, and 66,000 checkout customers in the first 5 days after reopening; bakery sales up 868.63%, cooked food up 1445.57%.永辉超市北京石景山喜隆多店恢复营业前5日销售额770万元,进店客流20万人次,结账客流6.6万人次;烘焙类增长868.63%,熟食类增长1445.57%。
2024-10-24Yonghui Superstores raises minimum wage at Beijing Shijingshan Xilongduo store from 4,000 yuan to 6,000 yuan per month, with average frontline employee salary increase over 20%.永辉超市北京石景山喜隆多店最低工资从每月4000元提升至6000元,一线员工平均工资提升超20%。
2024-10-30Yonghui Superstores plans to expand Pangdonglai-model remodeling stores from 10 to 40-50 by the Spring Festival, adding cities including Shanghai, Lanzhou, Tianjin, Chongqing, Shenyang, and Shenzhen.永辉超市计划将胖东来模式调改门店从10家扩大至春节前40-50家,新增上海、兰州、天津、重庆、沈阳、深圳等城市。
2024-11-01Yonghui Superstores' Changle Wanxing store reopened after a one-month 'Learn from Pangdonglai' self-directed renovation, eliminating over 8,000 SKUs and adding 7,500 new ones, totaling 12,000+ SKUs.永辉超市长乐万星店经过一个月的“学习胖东来”自主调改后恢复营业,淘汰8000多支原有单品,新增7500支,共规划12000多支单品。
2024-11-01Yonghui Superstores' Beijing Shijingshan Xilongduo store (10th renovated store, 1st in first-tier city) opened on Oct 19; first-day sales reached RMB 1.7 million, 6x pre-renovation daily average, with ~50,000 visitors.永辉超市北京石景山喜隆多店(第10家调改店,一线城市首家)于10月19日开业,首日销售额达170万元,为调改前日均销售的6倍,进店超5万人。
2024-11-02Yonghui Superstores confirmed the 4th Pangdonglai-assisted renovation store: Zhengzhou Longhu Jinyicheng store, closing on Nov 4 and reopening on Nov 29.永辉超市确认第四家胖东来帮扶调改店为郑州龙湖锦艺城店,11月4日起闭店,11月29日恢复营业。
2024-11-04Yonghui Superstores announced plans to expand renovations to 40-50 stores nationwide by the Spring Festival, adding cities including Shanghai, Lanzhou, Tianjin, Chongqing, Shenyang, and Shenzhen.永辉超市宣布计划到春节前将全国调改门店数量增至约40-50家,新增上海、兰州、天津、重庆、沈阳、深圳等城市。
2024-11-08Yonghui Superstores' first 'Learn from Pangdonglai' self-renovated store in Guangdong province, Shenzhen Zhuoyuehui store, opened, introducing over 20 Pangdonglai hot-selling products and over 35 Yonghui Preferred own-brand items.永辉超市广东省首家“学习胖东来”自主调改门店深圳卓悦汇店开业,引入20多支胖东来爆款商品和超过35支永辉优选单品。
2024-11-09Yonghui Superstores' Fuzhou Wusibei store, the 3rd self-renovated store in Fuzhou, reopened after renovation, featuring expanded employee welfare including free afternoon tea and a tripled canteen area.永辉超市福州五四北店(福州第三家自主调改店)调改后重新开业,优化员工福利,包括免费下午茶和扩大3倍的员工食堂。
2024-11-12Yonghui Superstores' Shenzhen Zhuoyuehui store achieved cumulative sales of RMB 5.5 million in the first 3 days after reopening, with daily average sales 8x pre-renovation; employee monthly salary raised to RMB 6,000+ from RMB 4,000.永辉超市深圳卓悦汇店调改后开业3天累计销售550万元,日均销售额为调改前8倍;基层员工月薪从4000元提升至6000元起。
2024-11-15Yonghui Superstores' Chongqing Nanping Wanda store, the 14th renovated store nationwide, reopened after 38 days of closure, removing 10,685 SKUs (71.8% of original) and adding new items.永辉超市重庆南坪万达广场店(全国第14家调改门店)经过38天闭店调改后重新开业,下架10685支单品(占原商品71.8%),新增单品。
2024-11-19Yonghui Superstores' Chongqing Nanping Wanda store (renovated) achieved cumulative sales of RMB 5.134 million in the first 3 days, with foot traffic exceeding 180,000, sales up over 500% YoY.永辉超市重庆南坪万达广场店(调改后)开业3天累计销售额513.4万元,进店超18万人次,销售额同比增长超500%。
2024-11-22Yonghui Superstores' first 'Learn from Pangdonglai' self-renovated store in Northeast China, Shenyang Shenbei Wuyue Plaza store, reopened.永辉超市东北地区首家“学习胖东来”自主调改门店沈阳沈北吾悦广场店恢复营业。
2024-11-29Yonghui Superstores VP Wang Shoucheng clarified that Pangdonglai supplies products to Yonghui at cost price without any markup, and will support Yonghui for at least two years before gradually withdrawing.永辉超市副总裁王守诚澄清,胖东来所有产品按成本价供给永辉,不赚差价,并将至少支持永辉两年后逐步撤出。
2024-11-29Yonghui Superstores' Zhengzhou Longhu Jinyicheng store (4th Pangdonglai-assisted store, 20th renovated store nationwide) reopened, with SKU structure reaching over 90% similarity to Pangdonglai's; employee monthly salary raised from RMB 3,000 to RMB 4,500.永辉超市郑州龙湖锦艺城店(第四家胖东来帮扶调改店,全国第20家调改门店)恢复营业,商品结构达胖东来90%以上;员工月薪从3000元提升至4500元。
2024-11-29Yonghui Superstores' first 'Learn from Pangdonglai' self-renovated store in Gansu province, Lanzhou Zhonghai Huanyucheng store, reopened, eliminating 7,200 SKUs and adding 6,000 new ones.永辉超市甘肃省首家“学习胖东来”自主调改门店兰州中海环宇城店恢复营业,淘汰7200支商品,新增6000支。
2024-12-01Yonghui Superstores' Lanzhou Zhonghai Huanyucheng store, its first 'Learn from Pangdonglai' self-revamped store in Gansu and the first nationwide revamp store under 3,000 sqm, reopened on Nov 29; single-day sales exceeded 1.8 million yuan on the second day.永辉超市兰州中海环宇城店(甘肃首个“学习胖东来”自主调改店,全国首家面积小于3000㎡的调改店)于11月29日恢复营业,开业次日单日销售额突破180万元。
2024-12-02Yonghui Superstores VP and national revamp project head Wang Shoucheng stated that the company plans to have over 100 self-revamp stores next year, and is in talks with MINISO for potential IP commercial cooperation.永辉超市副总裁、全国调改项目负责人王守诚表示,明年永辉超市的自主调改店拟超过100家,同时近期也在与名创优品方面沟通,希望未来促进IP商业方面的合作。
2024-12-04Chongqing Yonghui Superstores announced its second 'Learn from Pangdonglai' self-revamp store at Yubei Wuyue Plaza, closing on Dec 9 for revamp and reopening around Jan 10, 2025; employee monthly salary will be no less than 4,700 yuan, daily work ≤8 hours, with 10 days paid leave after one year.重庆永辉超市宣布第二家“学习胖东来”自主调改店落户渝北吾悦广场,12月9日闭店调改,预计2025年1月10日重新开业;员工月薪不低于4700元,日工作时长不超过8小时,满一年享10天带薪休假。
2024-12-10Yonghui Superstores VP Wang Shoucheng reiterated plans for over 100 self-revamp stores next year and ongoing IP commercial cooperation discussions with MINISO.永辉超市副总裁王守诚重申明年自主调改店拟超100家,并与名创优品持续沟通IP商业合作。
2024-12-12Yonghui Superstores' Hangzhou Linping Wanda store, the 23rd nationwide revamp store and 2nd in Zhejiang using the 'Learn from Pangdonglai' model, officially opened; imported goods accounted for 20%, product structure reached over 80% of Pangdonglai's; employee wages rose ~30% on average.永辉超市杭州临平万达店(全国第23家、浙江第2家“学习胖东来”自主调改店)正式开业;进口商品占比20%,商品结构达胖东来80%以上;员工工资平均增长约30%。
2024-12-18Yonghui Superstores' Zhengzhou Shenghuali store, the 5th Pangdonglai-assisted revamp store in Zhengzhou, reopened after 32 days of revamp.永辉超市郑州盛华里店(胖东来调改的郑州第5家门店)历经32天调改后恢复营业。
2024-12-27Yonghui Superstores' Guangzhou Nansha Wanda store, its first 'Learn from Pangdonglai' self-revamp store in Guangzhou and the 29th nationwide, opened; it features ~9,800 SKUs with a 60% refresh rate, product structure ~80% of Pangdonglai's, and imported goods at 25%.永辉超市广州首家“学习胖东来”自主调改店(南沙万达店)开业,为全国第29家调改店;规划商品约9800支,更新率约60%,商品结构接近胖东来80%,进口商品占比25%。
2024-12-27Yonghui Superstores' Beijing second 'Learn from Pangdonglai' self-revamp store opened at Fangshan InCity; product structure reached ~90% of Pangdonglai's, total area over 8,000 sqm, and it is the first revamp store in Beijing to offer online delivery within a 5km radius.永辉超市北京第二家“学习胖东来”自主调改店在房山印象城开业;商品结构接近胖东来90%,总面积超8000平米,是北京首家开通线上配送的调改店(覆盖周边5公里)。
2024-12-28Yonghui Superstores' Fuzhou Daru Shijia store, its first 'Learn from Pangdonglai' self-revamp store in Gulou District, reopened; it introduced a 'Fuzhou Specialty Product Hall' with nearly 100 local agricultural and handicraft products; the store was fully designed by Pangdonglai's external design team with a ~90% demolition rate.永辉超市福州大儒世家店(鼓楼区首家“学习胖东来”自主调改店)恢复营业;引入“福州特色商品馆”,含近100种农特产品和手工艺品;门店由胖东来外部设计团队全程参与,整体破拆率近90%。
2024-12-28Yonghui Superstores' Chengdu Pidu Aiqin Sea store, its second 'Learn from Pangdonglai' self-revamp store in Sichuan, reopened after a 30-day revamp with a product optimization rate over 61%; nationwide revamp stores reached 31, with plans to reach 41 before Spring Festival.永辉超市成都郫都区爱琴海店(四川第二家“学习胖东来”自主调改店)经30余天调改后重新开业,商品优化率超61%;全国调改门店已达31家,春节前计划增至41家。
2024-12-31Yonghui Superstores' Guangzhou Nansha Wanda revamp store recorded cumulative sales of 6.5 million yuan in its first 3 days (Dec 27-29), with a 316% surge in customer traffic and average daily sales 6 times higher than before the revamp.永辉超市广州南沙万达调改店开业首三日(12月27日至29日)累计销售额达650万元,客流爆发率316%,日均销售额为调改前的6倍。
2025-01-02Yonghui Superstores opened its first 'Learn from Pangdonglai' self-reform store in Nansha Wanda Plaza, Guangzhou, with 29 stores nationwide having completed reforms; product renewal rate ~60%, product structure ~80% similar to Pangdonglai.永辉超市在广州南沙万达广场开设首家‘学习胖东来’自主调改店,全国已完成29家门店调改;商品更新率约60%,商品结构接近胖东来门店商品结构的80%。
2025-01-10Yonghui Superstores opened its 36th 'Learn from Pangdonglai' self-reform store in Shanghai (Jinshan Wanda Plaza), with 9,418 SKUs removed (70% of original), 6,753 new SKUs added (63% increase), product structure ~80% similar to Pangdonglai, imported goods 20% of total, employee wages up ~30%.永辉超市上海首家‘学习胖东来’自主调改店(金山万达店)开业,为全国第36家调改店;下架9418支单品(占比70%),新增6753支(占比63%),商品结构接近胖东来80%,进口商品占比20%,员工工资平均增幅约30%。
2025-01-10Yonghui Superstores' Tianjin first 'Learn from Pangdonglai' self-reform store (SM Tianjin Binhai City Plaza) reopened after nearly one month of renovation, featuring local Tianjin products (Haihe milk, Guifachang mahua).永辉超市天津首家‘学习胖东来’自主调改店(SM天津滨海城市广场店)恢复营业,增加海河牛奶、桂发祥麻花等天津本地商品。
2025-01-11Yonghui Superstores announced that for the first time in history, its reform stores will close on Chinese New Year's Day (Jan 29) and adjust operating hours during the Spring Festival to allow employee rest.永辉超市发布公告,历史上首次安排调改门店在正月初一(1月29日)闭店休息,并调整春节期间营业时间。
2025-01-15Yonghui Superstores opened its largest 'Learn from Pangdonglai' self-reform store (Aoti store) in Fuzhou, positioned as a national flagship, with the Pangdonglai Angel City engineering team fully involved; total reform stores nationwide reached 38, with 6 in Fuzhou.永辉超市全国占地面积最大的‘学习胖东来’自主调改店(福州奥体店)开业,定位全国旗舰店,由胖东来天使城工程团队全程参与;全国调改店达38家,福州达6家。
2025-01-15Yonghui Superstores' Tianjin SM store (first reform store in Tianjin) achieved sales of 12.36 million yuan in its first five days (Jan 10-14), setting a national record for reform-store performance; employee monthly salary increased from 4,000 to over 5,000 yuan.永辉超市天津SM广场调改店开业5天销售额达1236万元,创全国调改门店业绩新高;员工月薪从4000元提升至5000元以上。
2025-01-18Yonghui Superstores' Fuzhou Aoti reform store set a single-day sales record of over 3 million yuan on Jan 18, up 585% year-on-year, with customer traffic exceeding 19,000, up 316%.永辉超市福州奥体调改店1月18日单日销售额超300万元,同比增长585%;单日客流量超1.9万人次,同比增长316%。
2025-01-20Yonghui Superstores opened its 6th Pangdonglai-assisted reform store in Zhengzhou (University Road store) after 33 days of renovation; 11,836 SKUs removed (75.2%), 10,203 new SKUs added (81.6% new), product structure >90% similar to Pangdonglai.永辉超市郑州大学路店(胖东来帮扶调改第6家)开业,下架11836支单品(占比75.2%),新增10203支(占比81.6%),商品结构达胖东来90%以上。
2025-01-22Yonghui Superstores opened its first 'Learn from Pangdonglai' self-reform store in Fuyang, Anhui (Fuyang Shangsha Center), and its first in Putian, Fujian (Jiuhua Plaza store), bringing total reform stores to 41, completing all planned pre-Spring Festival openings.永辉超市安徽阜阳首家‘学习胖东来’自主调改店(阜阳商厦中心店)和福建莆田首家(九华广场店)同日开业,全国调改店总数达41家,完成春节前全部计划开业门店。
2025-02-11Yonghui Superstores announced the first batch of 20 store renovations in 15 cities for 2025, including 8 new cities (Wuhan, Taiyuan, Nanning, Kaifeng, Wenzhou, Dongguan, Mianyang, Fuqing), expanding renovated stores to 26 cities.永辉超市发布2025年首批20家调改门店名单,涉及15个城市,包括8个新晋调改城市(武汉、太原、南宁、开封、温州、东莞、绵阳、福清),调改店将覆盖26个城市。
2025-02-24Zhuhai Wanda Commercial Management Group and Yonghui Superstores reached a strategic cooperation to renovate about 30 stores in Wanda Plazas in 2025, including first stores in Wenzhou, Dongguan, and Fuqing.珠海万达商业管理集团与永辉超市达成战略合作,2025年将在万达广场落地约30家调改门店,包括温州、东莞、福清等城市首店。
2025-03-03Yonghui Superstores' Tianjin SM Plaza store, remodeled under the Pangdonglai model, saw average daily sales increase over 2x and foot traffic up 120% since opening on Jan 10.永辉超市天津SM广场店(胖东来模式调改店)开业至今日均销售额同比增长超2倍,客流量增长120%。
2025-03-07Yonghui's Kaifeng Starlight Place store will close on March 10 for remodeling under the Pangdonglai model, reopening on April 18; it is the 7th such store in Henan.永辉超市开封星光天地店将于3月10日闭店进行胖东来模式调改,预计4月18日重新开业;为河南区域第7家调改门店。
2025-03-07Yonghui plans to close about 200 more underperforming stores in 2025, after closing about 220 in 2024, while opening nearly 200 Pangdonglai-remodeled stores this year.永辉超市计划2025年再关闭约200家尾部门店(2024年已关约220家),同时年内开设近200家胖东来调改店。
2025-03-08Yonghui chairman Zhang Xuansong stated that 41 remodeled stores added over 100 jobs each, with average employee income up over 30% and 8-hour workdays ensured.永辉超市董事长张轩松表示,41家调改店每家新增不少于100个就业岗位,员工平均收入提升超30%,确保8小时工作制。
2025-03-12Yonghui announced two new Pangdonglai-remodeled stores in Beijing: Tongzhou Wanda (closes Mar 17, reopens Apr 25) and Daxing Kaide MALL (closes Mar 24, reopens May 1).永辉超市在北京新增两家胖东来调改店:通州万达店(3月17日闭店,4月25日恢复)、大兴凯德Mall店(3月24日闭店,5月1日恢复)。
2025-03-13Yonghui released its second batch of 2025 national remodeling store list, covering 24 stores in 19 cities, including 10 first-time cities; total remodeled stores will reach 83 by end of May.永辉超市发布2025年全国第二批调改门店名单,共24家门店分布于19个城市(含10个首开城市);5月底前调改门店总数将达83家。
2025-03-13Yonghui distributed RMB 11.39 million in dividends to over 8,000 frontline employees at remodeled stores in February; total compensation for remodeled store staff rose over 50% vs pre-remodel.永辉超市2月向调改门店一线员工分红1139万元,惠及超8000人;调改店一线员工整体薪酬较调改前涨幅超50%。
2025-03-17Ye Guofu announced Yonghui's 2025 store plan: remodel about 200 stores, close 250-350 underperforming stores, and complete all存量 store adjustments by end of 2026.叶国富公布永辉超市2025年门店计划:调改约200家门店,关闭250-350家尾部门店,2026年底完成所有存量门店调整。
2025-03-18Yonghui will close 12 stores in Heilongjiang and Jilin provinces on April 18, 2025, and transfer them to local retailer Biyoute (Shenyang Chengyou Commerce).永辉超市将于2025年4月18日关闭黑龙江、吉林的12家门店,并转让给当地零售商比优特(沈阳诚优商贸)。
2025-04-01Yonghui Superstores announces the 8th store assisted by Pangdonglai: Xinmi Zhongqiang Guangnian store, closing from March 29 for overhaul, reopening May 1.永辉超市宣布胖东来帮扶调改第八店为新密中强光年店,3月29日起闭店调改,5月1日恢复营业。
2025-04-01Yonghui Superstores Shanghai second 'Learn from Pangdonglai' self-renovation store (Pujiang Wanda Plaza) reopens April 2; nationwide renovated stores reach 48.永辉超市上海第二家‘学习胖东来’自主调改店(浦江万达广场店)4月2日开业;全国调改门店达48家。
2025-04-01Yonghui Superstores 'Learn from Pangdonglai' self-renovation opens 5 stores simultaneously in Dongguan, Nanning, Wenzhou, Beijing, Lanzhou; nationwide renovated stores reach 47.永辉超市‘学习胖东来’自主调改在东莞、南宁、温州、北京、兰州五城五店同步开业;全国调改门店增至47家。
2025-04-02Yonghui Superstores plans to close 250-350 stores in 2025, cutting about 1/3 of its stores.永辉超市计划2025年关店250-350家,相当于砍掉约三分之一的门店。
2025-04-07Yonghui Superstores Fuzhou Qunzhong store to close for renovation from April 15, becoming the 9th renovated store in Fuzhou.永辉超市福州群众店4月15日起闭店调改,成为福州第9家调改门店。
2025-04-18Yonghui Superstores Kaifeng first Pangdonglai-assisted renovation store (Xingguang Tiandi) opens, the 7th assisted store and first outside Zhengzhou; nationwide renovated stores reach 55.永辉超市开封首家胖东来帮扶调改店(星光天地店)开业,为第7家帮扶店及郑州区域外首家;全国调改门店达55家。
2025-04-18Yonghui Superstores Beijing fourth 'Learn from Pangdonglai' self-renovation store (Shunyi Wolong Yuegou) opens.永辉超市北京第四家‘学习胖东来’自主调改店(顺义卧龙悦购店)开业。
2025-04-18Yonghui Superstores Shandong first 'Learn from Pangdonglai' self-renovation store (Jinan Longhu Beichen Tianjie) to close for renovation from April 28, reopening May 30.永辉超市山东首家‘学习胖东来’自主调改店(济南龙湖济南北宸天街)4月28日起闭店调改,5月30日开业。
2025-04-25Yonghui Superstores Beijing fifth 'Learn from Pangdonglai' self-renovation store (Kai De Mall Daxing) opens.永辉超市北京第五家‘学习胖东来’自主调改店(凯德MALL大兴店)开业。
2025-04-25Yonghui Superstores reports that as of report date, 61 stores have completed Pangdonglai-model renovation; 41 'steady-state' stores (open over 3 months) achieved cumulative net profit of 14.7 million yuan in Q1.永辉超市披露截至财报发布日完成61家胖东来模式调改门店;41家‘稳态调改店’一季度累计实现净利润1470万元。
2025-04-28Yonghui Superstores Shanghai third 'Learn from Pangdonglai' self-renovation store (Caolu Hengyue Plaza) opens; nationwide renovated stores reach 63.永辉超市上海第三家‘学习胖东来’自主调改店(曹路恒越广场店)开业;全国调改门店达63家。
2025-04-30Yonghui Superstores Xinmi Zhongqiang Guangnian store (8th Pangdonglai-assisted store) reopens May 1 after 45-day renovation.永辉超市新密中强光年店(胖东来帮扶调改第八店)5月1日恢复营业,历经45天调改。
2025-05-09Yonghui's 4th Pangdonglai-model store in Shanghai (Tangzhen Sunshine Tiandi) opened; product structure reached 80% of Pangdonglai standard, imported goods 20%, fresh food ratio rose from 5% to 20%; an export product zone was set up, with over 500 supplier emails received and 300+ supply chain firms in procurement talks.永辉上海第4家胖东来模式调改店(唐镇阳光天地店)开业;商品结构达胖东来标准80%,进口商品占比20%,鲜食比例从5%增至20%;设立外贸产品专区,已收超500封供应商邮件,超300家供应链企业进入采购洽谈。
2025-05-16Yonghui announced its 4th batch of 32 Pangdonglai-model stores for 2025, covering 24 cities; target: 150 stores by end-July 2025, 300 stores by 2026 Spring Festival; 6 stores opened on May 16, bringing total to 78.永辉发布2025年第四批32家胖东来模式调改门店名单,覆盖24城;目标2025年7月底前达150家,2026年春节前达300家;5月16日6店同开,累计78家。
2025-05-23Yonghui's first Pangdonglai-model store in Nanjing (Longhu Jiangbei Tianjie) opened, introducing over 60 Pangdonglai自有 brand products.永辉南京首家胖东来模式调改店(龙湖江北天街店)开业,引进60多款胖东来自有品牌商品。
2025-05-28Yonghui's 6th Pangdonglai-model store in Shanghai (Jiading Baolong) opened; product structure reached 80% of Pangdonglai standard, imported goods 20%, fresh food ratio rose from 3% to 11%; national total reached 88 stores.永辉上海第6家胖东来模式调改店(嘉定宝龙店)开业;商品结构达胖东来标准80%,进口商品占比20%,鲜食比例从3%升至11%;全国调改门店增至88家。
2025-05-30Yonghui's first Pangdonglai-model store in Jinan (Lixia district) opened, replacing nearly half of its products, adding over 3,000 new SKUs, with 80% product structure similarity to Pangdonglai and 20% imported goods; national total reached 93 stores.永辉济南历城区首家胖东来模式调改店开业,汰换近半商品,新增3000余单品,商品结构与胖东来相似度达80%,进口商品占20%;全国调改门店共93家。
2025-05-30Yonghui's Guangzhou Huadu Rongchuangmao store, the first Pangdonglai-model store with a cultural tourism theme, officially opened, integrating direct agricultural sourcing, tourism scenes, and specialty product zones.永辉广州花都融创茂店(全国首个文旅特色胖东来模式调改项目)正式开业,集合农产直采、文旅场景、特色产品专区等模式。
2025-06-01Yonghui Superstores' first 'Learn from Pangdonglai' self-reform store in Shandong opened in Jinan, with daily customer traffic exceeding 20,000; product structure reached over 80% of Pangdonglai's.永辉超市山东首家'学习胖东来'自主调改店在济南开业,日均客流量超两万人次,商品结构达到胖东来商品结构的80%以上。
2025-06-06Yonghui Superstores Qianxi Street store in Beijing Fengtai district, the first self-reform store in the district, opened; nationwide reform stores reached 96, with a target of 150 by end-July and 300 before the 2026 Spring Festival.永辉超市北京丰台区首家自主调改店千禧街店开业;全国调改门店达96家,目标7月底达150家,2026年春节前达300家。
2025-06-13Yonghui Superstores completed 100 Pangdonglai-model reform stores nationwide, with the 100th store (Nanjing Jiangning Wanda Plaza) opening; total reform stores reached 103, with a target of 150 by end-July and 300 before the 2026 Spring Festival.永辉超市完成全国100家胖东来模式调改店,第100店南京江宁万达广场店开业;调改门店达103家,目标7月底150家,2026年春节前300家。
2025-06-13Yonghui Superstores Nanjing Jiangning Wanda store removed 9,418 SKUs and added 5,274 SKUs (63% new); fresh food ratio rose from 5% to 23%, imported goods accounted for 15%.永辉超市南京江宁万达店下架9418支商品,新增5274支商品(新增比例63%);鲜食比例从5%提升至23%,进口商品占比达15%。
2025-06-16Yonghui Superstores announced the fifth batch of 29 Pangdonglai-model reform stores across 12 provinces/cities, expected to complete by end-August; total reform stores forecast to exceed 178 by end-August, covering 66 cities.永辉超市公布第五批29家胖东来模式调改门店清单,涉及12省市,预计8月底前完成;预计8月底调改门店将突破178家,覆盖66座城市。
2025-06-16Yonghui Superstores' reform leader Ye Guofu plans to close 250-350 underperforming stores in 2025 and reform 200 mid-tier stores, aiming to complete all existing store adjustments by end-2026.永辉超市改革领导小组组长叶国富计划2025年关闭250-350家尾部门店,调改200家中部门店,预计2026年底完成所有存量门店调整。
2025-06-17On June 15, six new reform stores of Yonghui Superstores achieved a combined customer flow of over 76,000 and GMV of nearly 10 million yuan in a single day.6月15日,永辉超市六家新调改店单日合计成交客流突破7.6万人次,商品交易总额近1000万元。
2025-06-17Yonghui Superstores launched the 'National Reform Store Manager Elite Class' in Zhengzhou, Henan, the first comprehensive hands-on training program for core store managers.永辉超市在河南郑州启动'全国调改店长精英班',这是首次全方位实战培训项目。
2025-06-24Yonghui Superstores announced a new plan to complete 200 Pangdonglai-model reform stores by September 30, 2025, with an average of one store opening per day in Q3; current reform stores reached 126 within the week.永辉超市公布新计划,预计2025年9月30日前完成全国200家胖东来模式调改店,第三季度平均每天开业一家;本周内调改门店将达126家。
2025-06-26Yonghui Superstores' first Pangdonglai-model reform store in Ningbo, Fenghua Wanda store, opened; nationwide reform stores reached 112; store removed 9,077 SKUs and added 5,564 SKUs (over 60% new); product structure reached 85% of Pangdonglai's, imported goods 20%.永辉超市宁波首家胖东来模式调改店奉化万达店开业,全国调改门店达112家;下架9077种商品,新增5564种(新增比例超60%),商品结构达胖东来85%,进口商品占比20%。
2025-06-27Yonghui Superstores opened its first Pangdonglai-model reform store in Baotou, Inner Mongolia (Vanke Impressions City store), with nearly 50% product refresh, 4,000 new SKUs, imported goods 15%, and fresh/bakery ratio 20%; nationwide reform stores reached 122.永辉超市内蒙古首家胖东来模式调改店包头万科印象城店开业,近50%商品迭代更新,新增近4000支商品,进口商品占比15%,熟食烘焙占比20%;全国调改门店达122家。
2025-07-03Yonghui Superstores' first 'Learn from Pangdonglai' self-revamped store in Guangzhou city center will open at Liying Plaza, replacing the former Walmart Xin'gang store.永辉超市学习胖东来自主调改店广州市区首店进驻丽影广场,原址为沃尔玛新港店。
2025-07-04Yonghui Superstores' Wujiang Wuyue store completes 'Learn from Pangdonglai' revamp, bringing total revamped stores to 125; target is 200 by September 30, 2025.永辉超市吴江吾悦店完成胖东来模式调改,全国调改门店增至125家;目标2025年9月30日前达200家。
2025-07-06Yonghui Superstores' Beijing Fengke Wanda store opens after 'Learn from Pangdonglai' revamp, becoming the 128th revamped store nationwide.永辉超市北京丰科万达广场店完成胖东来模式调改开业,成为全国第128家调改门店。
2025-07-11Yonghui Superstores announces sixth batch of 34 revamped stores, targeting completion by end of September 2025, with total revamped stores exceeding 208 across 75 cities.永辉超市公布第六批34家调改门店清单,预计2025年9月底前完成,调改门店总数将超208家,覆盖75城。
2025-07-25Yonghui Superstores opens its second 'Learn from Pangdonglai' revamped store in Dongguan (Changping) and one in Yunyang, Chongqing, with 68% new SKUs and expanded staff.永辉超市在东莞常平(第二家)和重庆云阳开设胖东来模式调改店,新品占比68%以上,员工扩增。
2025-07-31Yonghui Superstores opens its 11th 'Learn from Pangdonglai' revamped store in Xi'an (Fenghe Wanda), bringing total revamped stores to 148; first 4 Xi'an stores reach stable profitability.永辉超市西安第11家胖东来模式调改店(丰禾万达广场店)开业,全国调改门店增至148家;西安首批4家门店实现稳定盈利。
2025-08-08Yonghui Superstores opens its seventh Pangdonglai-model renovated store in Shenzhen (Longgang district, Xinghe WORLD·COCO Park), and its Fuzhou Fuxin store reopens after 45 days of renovation, described as the store with the highest 'Pangdonglai content' in Fuzhou.永辉超市深圳第七家、龙岗区首家胖东来模式调改店(星河WORLD·COCO Park店)开业;福州福新店经45天闭店升级后重新开业,被称为福州“含胖量”最高门店。
2025-08-12Yonghui Superstores announces three more stores in Fuzhou (Tanshishan, University Town, Hualin) will undergo Pangdonglai-model renovation, expected to reopen in September 2025, bringing Fujian province's renovated stores to 20 (11 in Fuzhou).永辉超市宣布福州三家门店(昙石山店、大学城店、华林店)启动胖东来模式调改,预计9月开业,届时福建省内调改门店将达20家(福州11家)。
2025-08-22Yonghui Superstores opens six renovated stores simultaneously across China (Hangzhou Xiaoshan Baolong, Shanghai Nanqiao Longhu, Sanming Yong'an Wusi, Liangping Shidaicheng, Chengdu Jinjiang Huayuancheng, Suizhou Wanda Plaza), all adopting Pangdonglai model with over 50% SKU replacement and 80%+ alignment with Pangdonglai product structure.永辉超市全国六城门店同步焕新开业(杭州萧山宝龙店、上海南桥龙湖店、三明永安五四店、梁平时代城店、成都锦江城市花园店、随州万达广场店),均采用胖东来模式,汰换率超50%,商品结构对标胖东来超80%。
2025-08-22Yonghui Superstores launches three new Pangdonglai-model stores in Shanghai (Baoshan Beicheng Longhu Tianjie, Fengxian Nanqiao Longhu Tianjie, Songjiang Songjiang Wanda Plaza), bringing total 'Pang Yonghui' stores in Shanghai to 10; SKU elimination rate ~80%, imported goods ratio rises to 20%.永辉超市在上海新开三家胖东来模式门店(宝山北城龙湖天街店、奉贤南桥龙湖天街店、松江松江万达广场店),上海“胖永辉”门店增至10家;SKU淘汰率约80%,进口商品占比提升至20%。
2025-08-26Yonghui Superstores Beijing Lugu store reopens after over two months of self-renovation, bringing national renovated store count to nearly 170; over 80% of products aligned with Pangdonglai standards; stores operating for 3+ months in Beijing have turned profitable; Beijing target of ~20 renovated stores in 2025.永辉超市北京鲁谷店经两个多月自主调改后重新开业,全国调改店总数近170家;超80%商品对标胖东来;北京市场经营满三个月的调改店均已盈利;2025年北京调改门店目标约20家。
2025-08-29Yonghui Superstores signs to open its first store in eastern Guangdong (Puning, Jieyang) as a Pangdonglai-model self-renovated store, taking over a former Lotus Supercenter location.永辉超市签约入驻普宁(揭阳),开设粤东首家胖东来模式自主调改店,原址为卜蜂莲花。
2025-10-13Yonghui Superstores CEO Wang Shoucheng stated the ultimate goal is to complete remodeling of all stores by June 2026.永辉超市CEO王守诚表示,终极目标是在2026年6月前完成全部门店的调改工作。
2025-10-31Yonghui Superstores opened 6 self-remodeled stores simultaneously in six cities (Guangzhou, Chengdu, Chongqing, Zigong, Ningde, Suqian), with new product introduction rates of 40%-70% and imported goods share rising to 12%-40%.永辉超市在全国六城(广州、成都、重庆、自贡、宁德、宿迁)同步开出6家自主调改门店,新品引进比例达40%-70%,进口商品占比提升至12%-40%。
2025-11-03Yonghui plans to invest RMB 5.597 billion in upgrading 298 stores, with per-store remodeling cost exceeding RMB 18 million.永辉超市拟投资55.97亿元用于298家门店升级改造,单店调改成本超1800万元。
2025-11-04Yonghui's Guangzhou Liying Plaza store (first remodeled store in Guangzhou urban area) opened on Sept 26, 2025, with steady sales and traffic growth.永辉超市广州丽影广场店(广州市区首家调改店)于2025年9月26日开业,销售额及客流稳健增长。
2025-11-04Yonghui's Fuzhou Fuxin store (community model) opened on Aug 8, 2025, turned profitable in the second month and achieved month-on-month growth in the third month.永辉超市福州福新店(社区单体店标杆)于2025年8月8日开业,开业次月即实现盈利,第三个月迎来环比增长。
2025-11-04Yonghui's Tianjin SM Binhai Plaza store (commercial complex model) has paid cumulative dividends of RMB 2.6 million since opening in Jan 2025, with cumulative sales exceeding RMB 350 million as of October.永辉超市天津SM滨海广场店(商业体店典范)自2025年1月开业以来累计分红260万元,截至10月累计销售额超3.5亿元。
2025-11-21Yonghui's Kunming Wuhua Wuyue Plaza store completed Pangdonglai-model remodeling and opened; it is the third remodeled store in Kunming, with 103 bakery SKUs and 390 deli SKUs introduced.永辉超市昆明五华吾悦广场店完成胖东来模式调改开业,为昆明第三家调改店,引入烘焙商品103支、熟食商品390支。
2025-11-25Yonghui's Anyue Central Times Square store in Ziyang, Sichuan (first county-level remodeled store in Sichuan) opened on Nov 21, 2025, focusing on quality retail in lower-tier markets.永辉超市四川资阳安岳中央时代广场店(四川首家县城调改店)于2025年11月21日开业,推动品质零售深入县域市场。
2025-12-05Yonghui opened 5 remodeled stores in Chongqing (Rongchuangmao, Banan Wanda, Beibei Wuyue Plaza, etc.), bringing total remodeled stores in Chongqing to 33, with expanded fresh food, bakery, and hotpot experience zones.永辉超市在重庆新开5家调改店(融创茂、巴南万达、北碚吾悦广场等),重庆调改店总数达33家,生鲜、烘焙及火锅体验区全面升级。
2025-12-12Yonghui Kunming Chenggong Wuyue store remodeled and reopened as 4th 'Pangdonglai-style' store in Kunming; product structure 80% aligned with Pangdonglai, 12,875 SKUs, 35% new items, imported goods ratio 11.67%.永辉超市昆明呈贡吾悦店调改后开业,为昆明第4家“胖东来模式”调改店;商品结构达胖东来80%,单品12875个,新品占比35%,进口商品占比11.67%。
2025-12-20Yonghui opened second 'Pangdonglai-style' store in Xi'an Chanba, Jinqiao 6th Road store; removed 3,759 SKUs, added 4,483 new ones (47.8% new), product structure 80% aligned with Pangdonglai, imported goods 10%.永辉超市西安浐灞第二家“胖东来模式”调改店金桥六路店开业;下架3759个单品,引入4483个新品(占比47.8%),商品结构达胖东来80%,进口商品占比10%。
2025-12-26Yonghui opened 11 'Pangdonglai-style' remodeled stores across Sichuan, Chongqing, Hebei, Anhui, Zhejiang, Hubei, Jiangxi, Fujian, and Beijing from Dec 25-28, with product structure over 80% aligned with Pangdonglai.永辉超市于12月25日至28日在四川、重庆、河北、安徽、浙江、湖北、江西、福建及北京等地集中新开11家“胖东来模式”调改店,商品结构达胖东来80%以上。
2026-01-09Yonghui Superstores launched its 2026 Spring Festival goods festival with the theme 'New Yonghui, New Year Flavor', introducing 30 key quality best-sellers and 120 major New Year items across four consumption waves, leveraging over 300 remodeled stores.永辉超市启动2026年货节,主题为'新永辉 新年味',推出30支千万级品质爆品和120支年货大单品,覆盖四大消费波段,依托超300家调改门店。
2026-01-20Yonghui Superstores released its FY2025 performance forecast, expecting a net loss of 2.14 billion yuan (attributable to shareholders) and a non-GAAP net loss of 2.94 billion yuan, driven by deep remodeling of 315 stores and closure of 381 stores.永辉超市发布2025年度业绩预告,预计归属于上市公司股东的净利润亏损21.4亿元,扣非净利润亏损29.4亿元,主因深度调改315家门店并关闭381家门店。
2026-01-21Yonghui Superstores disclosed that store remodeling and closures impacted FY2025 pre-tax profit by 1.174 billion yuan, and guided for FY2026 pre-tax profit improvement of 1.004 billion yuan with only about 25 closures and 50 remodels planned.永辉超市披露门店调改和关闭对2025年税前利润影响为-11.74亿元,预计2026年税前利润较2025年增加10.04亿元,计划仅关闭约25家、调改约50家门店。
2026-01-30Yonghui Superstores opened its eighth 'Fat Yonghui' store in Guangzhou at Zhengjia Plaza, featuring 5,442 SKUs including 45 Pangdonglai private-label items and 13.2% imported goods, targeting young consumers.永辉超市广州正佳广场店('胖永辉'第八家)试营业,规划商品5442支,引入45支胖东来自有品牌商品,进口商品占比13.2%,面向年轻客群。
2026-01-30Yonghui Superstores completed the first phase of large-scale store remodeling, with over 300 stores remodeled, and entered the second phase focusing on 'deepening details and scene efficiency'; the 'Quality Yonghui' private label launched nearly 60 SKUs in 2025 and plans 200 in 2026.永辉超市完成第一阶段规模化调改,调改门店突破300家,进入以'深化细节、场景提效'为重点的第二阶段;'品质永辉'自有品牌2025年上新近60支单品,2026年规划开发200支。
2026-02-28Yonghui Superstores' Xinxiang Baolong Plaza store announced closure in April; the store was previously on the first batch of reform list. Yonghui closed 381 stores in 2025 that did not align with its future strategy, and deeply reformed 315 stores.永辉超市新乡宝龙广场店宣布将于4月停业,该店曾被纳入首批调改名单。2025年永辉关闭了381家与未来战略定位不符的门店,并深度调改了315家门店。
2026-03-01Yonghui Superstore Xinxiang Baolong Plaza store will close on April 1, 2026; it was one of the first pilot stores assisted by Pangdonglai in 2024.永辉超市新乡宝龙广场店将于2026年4月1日闭店,该店曾是2024年胖东来帮扶的首批试点门店之一。
2026-03-10Yonghui Superstore disclosed restructuring details: stores reduced from 1,000 to 400, 400 low-quality stores closed in 2025, over 300 stores remodeled, supplier elimination rate 40.4%, launched private brand 'Quality Yonghui', average wage up ~30% at remodeled stores, 50 million yuan profit sharing to employees.永辉超市披露调改细节:门店从1000家减至400家,2025年关停400家低质门店,改造超300家,供应商淘汰率40.4%,发布自有品牌“品质永辉”,调改店人均工资涨约30%,向员工发放利润分红约5000万元。
2026-03-27Yonghui Superstore CEO Wang Shoucheng announced at the first 'Quality Yonghui' annual conference that the company achieved same-store traffic and sales growth in 2025 for the first time in five years, entering the second phase of restructuring with a target of 'enterprise health' by June 2027.永辉超市CEO王守诚在首届“品质永辉”年会上宣布,2025年实现同店客流与销售双增长(五年来首次),进入调改第二阶段,目标2027年6月前“实现企业健康”。
2026-04-09Ministry of Commerce published a case study on Yonghui Superstores Beijing stores: after Pangdonglai-style reform, sales increased 5x, daily traffic nearly 6x, daily revenue RMB 1.28 million.商务部发布永辉超市北京门店案例:胖东来模式调改后销售额增长5倍,客流量近6倍,日均128万元。
2026-04-16Yonghui Superstores reported 2026 Q1 results: revenue RMB 13.367 billion, down 23.53% YoY; net profit attributable to shareholders RMB 287 million, up 94.40% YoY. Completed 327 store reformations, closed 394 stores cumulatively.永辉超市发布2026年一季报:营业收入133.67亿元,同比下降23.53%;归母净利润2.87亿元,同比增长94.40%。完成327家门店调改,累计关闭394家门店。
2026-04-20Yonghui Superstores held Q1 2026 performance briefing: stated large-scale store closures have ended; reformed stores achieved 16.57% YoY revenue growth in Q1. Chairman Zhang Xuansong said 2026 will deepen自有品牌 'Quality Yonghui' and Yonghui Custom products.永辉超市在一季度业绩说明会上表示大规模闭店已结束,调改门店一季度营收同比增长16.57%。董事长张轩松表示2026年将继续深耕自有品牌'品质永辉'和永辉定制。
2026-04-24Yonghui Superstores launched Phase 2 of its reform strategy, unveiling 'Ten Healthy Scenarios' at its Fuzhou Aoti flagship store, including bakery, light meal station, seafood kitchen, etc. Also launched 2026 cooked crayfish season, sourcing from Nanxian County, Hunan.永辉超市启动调改第二阶段战略,在福州奥体旗舰店发布'十大健康场景'(现烤烘焙馆、轻食能量站、海味厨房等),并推出2026年熟食小龙虾季,源自湖南南县。
2026-06-13Yonghui Superstores opened its first 'full health-scenario remodeled store' in Chongqing Life Plaza, featuring 10 health scenarios including a fresh snack bar, and recorded over 3.06 million yuan in sales and over 40,000 customer visits in the first two days, up 282% and 269% year-on-year respectively.永辉超市在重庆生活广场开设全国首家“全健康场景调改店”,推出十大健康场景及新鲜零食馆,开业两天销售额超306万元,客流超4万人次,同比分别增长282%和269%。
2026-06-18Yonghui Superstores opened its first store in Liuzhou, Guangxi, at Chengzhong Wanda Plaza, showcasing the 'Ten Health Scenarios' for the first time in the Liangguang region, with cumulative sales exceeding 6.74 million yuan and over 70,000 customer visits in the first four days.永辉超市在广西柳州城中万达广场开设首店,首次在两广大区展示“十大健康场景”,开业四天累计销售额突破674万元,客流超7万人次。
New store openings (flagship and expansion)新店开业(旗舰与扩张) 2 · 2024-05-17 → 2025-12-04
Yonghui opens new flagship stores in Hebei and other regions, expanding its physical footprint.永辉在河北等地开设新旗舰店,扩展实体布局。
2024-05-17Yonghui Superstores opened its first Hebei flagship store in Shijiazhuang, covering nearly 10,000 sqm, featuring upgraded product structure including hydroponic vegetables, high-altitude vegetables, and imported seafood; it is the third city flagship store after Anhui and Yunnan.永辉超市河北首家旗舰店在石家庄开业,面积近1万平方米,升级商品结构,引进水培菜、高原菜及进口海鲜等;这是继安徽、云南后的第三家城市旗舰店。
2025-12-04Two new Yonghui stores opened in Xiangyang, Hubei: Wuyue Plaza store (Dec 5) and Dongjin Minfa Century City store (Dec 26), expanding to 3 stores in Xiangyang.永辉超市在湖北襄阳新开两家门店:吾悦广场店(12月5日)和东津民发世纪城店(12月26日),襄阳门店增至3家。
Employee benefits & frontline incentives员工福利与一线激励 3 · 2024-06-07 → 2025-06-12
Yonghui launched employee shopping discounts, raised wages, and distributed profit dividends to frontline staff.永辉推出员工购物折扣、加薪并向一线员工发放利润分红。
2024-06-07Yonghui Superstores launched a '92% discount for employees' shopping benefit effective June 6, with a monthly discount cap of RMB 1,000 per employee, and raised wages for frontline staff at the renovated Zhengzhou store by over RMB 1,000.永辉超市推出员工购物92折专属权益,6月6日生效,每月折扣上限1000元,并为郑州调改店基层员工涨薪超1000元。
2025-04-19Yonghui Superstores discloses that since renovation, it has distributed nearly 20 million yuan in profit dividends to frontline staff, benefiting 15,000 person-times.永辉超市披露调改至今累计向一线员工发放利润分红近2000万元,惠及1.5万人次。
2025-06-12Yonghui Superstores announced that in Q1, 41 reform stores open for over 3 months distributed a total of 26.34 million yuan in bonuses and dividends to frontline staff; launched 'Craftsman Plan' for high-skill employees.永辉超市宣布一季度41家开业满3个月的调改店向一线员工发放奖金与分红累计2634万元;启动'工匠计划'培养高技能员工。
Chengdu Hongqi Chain stake sales成都红旗连锁股份出售 17 · 2024-06-17 → 2026-05-29
Yonghui reduces its stake in Chengdu Hongqi Chain through multiple sales, eventually planning full exit.永辉通过多次出售减持成都红旗连锁股份,最终计划完全退出。
2024-06-17Yonghui Superstores announced that the sale of 10% of Chengdu Hongqi Chain (136 million shares) to Sichuan Shangtou Investment for RMB 800 million has become effective, with all regulatory approvals obtained.永辉超市宣布向四川商投投资出售成都红旗连锁10%股份(1.36亿股)、总价8亿元的交易已生效,获得所有监管批准。
2024-11-12Yonghui Superstores completed the sale of 10% equity (136 million shares) in Chengdu Hongqi Chain to Sichuan Shangtou Investment, receiving the securities过户登记确认书; it still holds 11% of Hongqi Chain.永辉超市完成向四川商投投资出售成都红旗连锁10%股份(1.36亿股)的过户登记手续,仍持有红旗连锁11%股份。
2025-04-25Yonghui Superstores reduces stake in Hongqi Chain by 13.6 million shares (1% of total) via block trade; still holds 10%.永辉超市通过集中交易减持红旗连锁1360万股(占总股本1%),仍持股10%。
2025-07-30Sichuan Securities Regulatory Bureau issues warning letter to Yonghui Superstores for premature share reduction in Chengdu Hongqi Chain before pre-disclosure period.四川证监局对永辉超市出具警示函,因其在预披露减持期间前违规减持成都红旗连锁股份。
2025-08-04Yonghui Superstores plans to reduce its stake in Hongqi Chain (002697) by up to 13.6 million shares (1% of total shares) via centralized竞价 within 3 months after 15 trading days, citing its own capital needs.永辉超市因自身资金需求,计划在15个交易日后的3个月内通过集中竞价减持红旗连锁(002697)不超过1360万股(占总股本1%)。
2025-09-28Sichuan Securities Regulatory Bureau issued a warning letter to Yonghui Superstores for illegally reducing its stake in Hongqi Chain before the pre-disclosed减持 period, the second such violation this year.四川证监局对永辉超市违规减持红旗连锁股份出具警示函,这是今年第二次因此类行为被监管。
2025-10-16Yonghui Superstores completed its减持 plan for Hongqi Chain, cumulatively selling 13.5996 million shares (1% of total) at 5.63-6.05 yuan/share, reducing its stake to 8.99%.永辉超市完成对红旗连锁的减持计划,累计减持1359.96万股(占总股本1%),减持价格区间5.63-6.05元/股,持股比例降至8.99%。
2025-12-22Yonghui plans to reduce stake in Hongqi Chain by up to 3% (4.08 million shares) via centralized bidding (1%) and block trade (2%) due to funding needs, holding 8.99% after previous reductions.永辉超市因资金需求拟减持红旗连锁不超过3%(集中竞价1%、大宗交易2%),此前已多次减持,当前持股8.99%。
2026-01-23Yonghui Superstores reduced its stake in Hongqi Chain from 8.99% to 7.63% by selling 18.40 million shares via block and market trades from January 16 to 22, 2026, cashing out approximately 112 million yuan.永辉超市于2026年1月16日至22日通过集中竞价和大宗交易减持红旗连锁1840万股,持股比例从8.99%降至7.63%,套现约1.12亿元。
2026-04-08Yonghui Superstores reduced its stake in Hongqi Chain (红旗连锁) by 1.71% to 122 million shares as of end-2025, according to Hongqi Chain's top-10 shareholder list.红旗连锁公告显示,截至2025年末,永辉超市减持其股份1.71%至1.22亿股。
2026-04-13Yonghui Superstores completed the sale of 35.28 million shares (2.59% of total) in Hongqi Chain via block and centralized trading from Jan 16 to Feb 3, 2026, at average prices of RMB 6.27 and RMB 5.51 per share respectively, raising approx. RMB 379 million.永辉超市于2026年1月16日至2月3日通过集中竞价和大宗交易完成减持红旗连锁3528.11万股(占总股本2.59%),均价分别为6.27元/股和5.51元/股,套现约3.79亿元。
2026-04-16Yonghui Superstores announced it plans to sell all its remaining 86.95 million shares (6.39% of total) in Hongqi Chain via centralized auction or block trading.永辉超市公告拟通过集中竞价或大宗交易方式择机减持所持全部红旗连锁股份8694.88万股(占总股本6.39%)。
Stock trading anomalies & investor relations股票交易异常与投资者关系 4 · 2024-08-08 → 2024-12-12
Yonghui issued stock trading anomaly announcements and held a semi-annual performance briefing.永辉发布股票交易异常公告并举办半年度业绩说明会。
2024-08-16Yonghui scheduled 2024 semi-annual performance briefing for August 26 via online interaction, with Chairman Zhang Xuansong, CEO Li Songfeng attending.永辉超市定于8月26日召开2024年半年度业绩说明会,董事长张轩松、CEO李松峰等出席。
2024-12-12Yonghui Superstores issued another stock trading anomaly announcement; major shareholder Zhang Xuansong confirmed no undisclosed major information.永辉超市再次发布股票交易异常波动公告,主要股东张轩松确认不存在应披露而未披露的重大信息。
Other其他 4 · 2024-08-19 → 2025-04-09
Remaining events including store renovation, cash position disclosure, and no overseas expansion plans.剩余事件包括门店改造、现金状况披露及无海外扩张计划。
2024-08-19Yonghui stated no overseas market expansion plans; most stores are on JD Daojia platform; closing stores while ensuring hourly delivery.永辉超市表示暂无海外市场布局计划;大部分门店入驻京东到家平台;关店同时尽量确保小时达。
2024-10-30Yonghui Superstores reports that as of the end of Q3 2024, total cash assets (including wealth management) are about 8.05 billion yuan, net cash after bank loans about 2.8 billion yuan, both significantly higher than at the start of the year.永辉超市截至2024年9月底包含理财的总现金资产约80.5亿元,扣除银行贷款后的净现金约28亿元,均明显高于年初水平。
2025-04-09Pangdonglai discloses that its assistance to Yonghui Superstores and others is free, with direct costs of about 83 million yuan and self-brand sales loss of about 1.9 billion yuan.胖东来披露对永辉超市等帮扶为无偿,直接费用约8300万元,自有品牌销售损失约19亿元。
Subsidiary and supply chain entity setup子公司与供应链实体设立 9 · 2024-09-05 → 2026-04-20
Yonghui establishes new subsidiaries for supply chain, online supermarket, and catering management.永辉设立新的供应链、线上超市和餐饮管理子公司。
2024-09-05Guangzhou Yonghui Caishixian Supply Chain Management Co., Ltd. was established, with legal representative Zhao Zhiwei, registered capital 50 million yuan, wholly owned by Yonghui Caishixian Development Co., Ltd. (co-held by Yonghui Superstores, Hillhouse, Sequoia Capital, etc.).广州永辉彩食鲜供应链管理有限公司成立,法定代表人为赵致伟,注册资本5000万元,由永辉彩食鲜发展有限公司全资持股(永辉超市、高瓴、红杉资本等共同持股)。
2025-01-14Yonghui Superstores established Yulin Yonghui Caishixian Supply Chain Management Co., Ltd., a wholly-owned subsidiary of Yonghui Caishixian Development Co., with registered capital of 10 million yuan, for supply chain management and fresh produce sales.永辉超市投资成立榆林永辉彩食鲜供应链管理有限公司,由永辉彩食鲜发展有限公司全资持股,注册资本1000万元,主营供应链管理和新鲜蔬菜零售。
2025-02-05Yonghui Superstores established Sichuan Huipeng Food & Beverage Management Co., Ltd. with registered capital of 10 million yuan, wholly owned indirectly, to expand into catering management and pre-packaged food sales.永辉超市在四川成立四川辉彭食尚餐饮管理有限公司,注册资本1000万元,间接全资持股,拓展餐饮管理和预包装食品销售业务。
2025-02-06Yonghui Superstores established Zhejiang Huilian Supply Chain Co., Ltd. with registered capital of 20 million yuan, wholly owned, to accelerate its private-label brand supply chain development.永辉超市成立浙江辉联供应链有限公司,注册资本2000万元,全资持股,以加速自有品牌供应链发展。
2025-06-25Yonghui Superstores announced plans to set up a subsidiary 'Yongtai Yonghui Superstores Co., Ltd.' in Yongtai County, Fuzhou, with registered capital of 2 million yuan, to develop online supermarket business in lower-tier markets.永辉超市公告拟在福州永泰县设立子公司'永泰永辉超市有限公司',注册资本200万元,推进下沉市场线上业务。
2025-07-24Yonghui Superstores establishes Yongtai Yonghui Supermarket Co., Ltd., a wholly owned subsidiary with registered capital of 2 million yuan, covering aquatic products, fruit retail, and toy sales.永辉超市成立全资子公司永泰永辉超市有限公司,注册资本200万元,经营范围包括水产品、水果零售及玩具销售。
2025-10-13Yonghui Superstores established Beijing Yonghui Commerce Co., Ltd. with registered capital of 10 million yuan, wholly owned indirectly, covering food internet sales, telecom services, internet information services, and publication retail.永辉超市在北京新设北京永辉商贸有限公司,注册资本1000万元,间接全资控股,经营范围包括食品互联网销售、基础电信业务、互联网信息服务及出版物零售。
Miniso acquisition and shareholder change名创优品收购与股东变更 12 · 2024-09-23 → 2026-03-13
Miniso acquires 29.4% of Yonghui, becoming the largest shareholder, leading to board changes and strategic alignment.名创优品收购永辉29.4%股份,成为最大股东,引发董事会变动和战略协同。
2024-09-23Yonghui Superstores announced that shareholders Milk Company, JD Shimao, and Suqian Hanbang will transfer 21.08%, 4.05%, and 4.27% of shares respectively to Jun Cai International, totaling 29.40%. After completion, Jun Cai International (controlled by MINISO) will become the largest shareholder. Total consideration is 6.27 billion yuan (approx. 2.35 yuan per share).永辉超市公告,股东牛奶公司、京东世贸和宿迁涵邦拟分别向骏才国际转让21.08%、4.05%和4.27%的股份,合计29.40%。交易完成后,骏才国际(名创优品控股)将成为第一大股东。总对价约62.7亿元(每股约2.35元)。
2024-09-23MINISO announced in Hong Kong that it will acquire 29.4% of Yonghui Superstores for 6.3 billion yuan, including 21.1% from Milk Company and 8.3% from JD. After completion, MINISO will become the largest shareholder of Yonghui.名创优品在港交所公告,以63亿元收购永辉超市29.4%股权,包括牛奶公司持有的21.1%及京东持有的8.3%。交易完成后,名创优品将成为永辉超市第一大股东。
2024-09-23MINISO CFO Zhang Jingjing stated in a conference call that after the acquisition of 29.4% of Yonghui, MINISO will become the largest shareholder but will not control the board majority, will not be the controlling shareholder or actual controller, and will not consolidate financial statements. The transaction is expected to be completed in H1 2025.名创优品首席财务官张靖京在电话会上表示,收购永辉超市29.4%股权完成后,名创优品将成为第一大股东,但不会控制董事会多数席位,不会作为控股股东、实控人,也不会合并财务报表。预计交易2025年上半年完成。
2024-10-15Guangdong Juncai International Trading Co., Ltd. changes its shareholder from Miniso (Guangzhou) to YGF Investment V Hong Kong Limited, with Ye Guofu becoming legal representative, director, and manager.广东骏才国际商贸有限公司股东由名创优品(广州)变更为YGF Investment V Hong Kong Limited,叶国富任法定代表人、董事、经理。
2024-12-19Yonghui Superstores announced that shareholder The Dairy Farm Company, Limited and Guangdong Juncai International Trading Co., Ltd. signed a supplemental agreement to the share purchase agreement on Dec 18, revising definitions and terms for the first and final closing of the stake transfer.永辉超市公告,股东牛奶有限公司与广东骏才国际商贸有限公司于12月18日签署《股份购买协议补充协议》,修订了监管账户、第一阶段交割和最终交割等相关条款。
2025-02-27Yonghui Superstores announced it will hold its first extraordinary general meeting of 2025 on March 17 to elect a new board; Miniso Group's 6.27 billion yuan acquisition of 29.4% stake is expected to close, making Miniso the largest shareholder.永辉超市公告将于2025年3月17日召开第一次临时股东大会选举新董事会;名创优品以62.7亿元收购29.4%股权预计完成交割,成为第一大股东。
2025-03-17Ye Guofu stated Yonghui will not sell any Miniso products; Miniso will collaborate with Yonghui on private-label development and supply chain, targeting 40% of sales from private brands in 3-5 years.叶国富表示永辉超市不会销售名创优品商品,双方将在自有品牌和供应链方面协同,目标3-5年内自有品牌销售额占比达40%。
2025-04-29Major shareholder Guangdong Juncai International pledges 1.868 billion shares (70% of its holdings) to China Construction Bank for acquisition payment.第一大股东广东骏才国际质押18.68亿股(占其持股70%)给建设银行,用于支付收购永辉超市股份交易价款。
2025-05-26Yonghui's largest shareholder, Guangdong Jun Cai International Trading Co., pledged 1.868 billion shares (70% of its stake, 20.58% of total shares) held in Yonghui.永辉第一大股东广东骏才国际商贸有限公司质押所持永辉18.68亿股股份,占其所持股份比例70%,占公司总股本20.58%。
2026-03-13MINISO disclosed that its investment in Yonghui Superstore is expected to incur a loss of about 740 million yuan for FY2025, based on Yonghui's projected net loss of 2.1 billion yuan.名创优品披露,基于永辉超市预计净亏损21亿元,其于永辉的投资预计在2025财年录得约7.4亿元亏损。
Legal disputes and arbitration法律纠纷与仲裁 10 · 2024-10-22 → 2026-04-30
Yonghui faces lawsuits over lease contracts, trademark infringement, and enforcement actions, while winning arbitration against Dalian Yujin.永辉面临租赁合同、商标侵权和执行诉讼,同时赢得对大连育金的仲裁。
2024-10-22Yonghui Superstores faces a new court lawsuit (case no. (2024) Su 0803 Min Chu 9263) filed by Huai'an Jianhua Tangshi Real Estate Development over a house lease contract dispute.永辉超市新增一起法院诉讼(案号(2024)苏0803民初9263号),原告淮安建华汤始房地产开发有限公司,案由为房屋租赁合同纠纷。
2025-05-14Yonghui Superstores became a new enforcement target with an execution标的 of 390,800 yuan, ordered by Fuzhou Gulou District People's Court.永辉超市新增一则被执行人信息,执行标的39.08万余元,执行法院为福州市鼓楼区人民法院。
2025-05-30Yonghui Superstores and its legal representative Zhang Xuansong were restricted from high consumption due to failure to fulfill payment obligations in a service contract dispute with Zhengzhou Tangke Waste Recycling Co., involving 390,800 yuan; the restriction was lifted the same day after Yonghui paid 370,000 yuan to the court.永辉超市及其法定代表人张轩松因未履行与郑州市唐科废旧物资回收有限公司服务合同纠纷案的给付义务(执行标的39.08万元)被限制高消费;同日永辉向法院账户支付37万元后限高令解除。
2025-06-02Fuzhou Gulou Court lifted the high-consumption restriction order on Yonghui Superstores and its legal representative Zhang Xuansong, originally from a financial dispute with supplier Tangke Company.福州鼓楼法院解除对永辉超市及其法定代表人张轩松的限高措施,该措施源于与供应商唐科公司的财务纠纷。
2025-12-05Yonghui disclosed cumulative new litigation and arbitration cases totaling 494.6982 million yuan (11.14% of 2024 audited net assets), with 456.5789 million yuan as defendant and 38.1193 million yuan as plaintiff.永辉超市披露累计新增诉讼及仲裁案件合计4.946982亿元(占2024年经审计净资产11.14%),其中作为被告涉案金额4.565789亿元,作为原告涉案金额3811.93万元。
2026-01-26Yonghui Superstores' Beijing Hongkun Plaza store suspended operations after the property owner cut water and heating from January 15, 2026, amid a rent dispute; Yonghui claimed court orders required rent suspension to protect creditors.永辉超市北京鸿坤广场店因物业方自2026年1月15日起断水断暖而暂停营业,双方就租金问题各执一词;永辉称法院要求暂停支付房租以保障债权人利益。
2026-01-29Yonghui Superstores' Beijing Hongkun Plaza store resumed operations after a six-day suspension, with both parties reaching an agreement on the rent dispute.永辉超市北京鸿坤广场店在停业六天后恢复营业,双方就租金纠纷达成一致。
2026-04-14Yonghui Superstores filed a reputation rights lawsuit against Tencent Computer Systems, scheduled for trial on May 14, 2026 at Fuzhou Gulou District People's Court.永辉超市对深圳市腾讯计算机系统有限公司提起名誉权纠纷诉讼,将于2026年5月14日在福州市鼓楼区人民法院开庭。
2026-04-16Yonghui Superstores disclosed cumulative litigation and arbitration: as plaintiff/claimant, amount involved RMB 120.61 million; as defendant/respondent/third party, amount involved RMB 238.47 million. Includes a trademark infringement and unfair competition case with a subject amount of RMB 100 million.永辉超市披露累计诉讼仲裁情况:作为原告/申请人涉案金额1.21亿元,作为被告/被申请人/第三人涉案金额2.38亿元,含一起标的额1亿元的商标侵权及不正当竞争纠纷。
2026-04-30Yonghui Superstores was added as an enforcement target (被执行人) with an execution amount of over RMB 260,000 by Xi'an Lianhu District People's Court on April 24, 2026.永辉超市于2026年4月24日新增一则被执行人信息,执行标的26万余元,执行法院为西安市莲湖区人民法院。
Online business and digital platform growth线上业务与数字平台增长 5 · 2024-10-30 → 2026-06-22
Yonghui's online revenue grows, 'Yonghui Life' app membership exceeds 117 million, and partnerships with Meituan expand.永辉线上收入增长,“永辉生活”APP会员超1.17亿,与美团合作扩展。
2024-10-30Yonghui Superstores plans to establish a wholly-owned subsidiary, Zhengzhou Dingdingmao Supermarket Co., Ltd., with registered capital of 5 million yuan, for a flash warehouse project in partnership with Meituan Bamma Supermarket on Meituan Flash Delivery platform.永辉超市拟投资设立全资子公司郑州叮叮猫超市有限责任公司(注册资本500万元),与美团斑马超市合作在美团闪购平台开设闪电仓项目。
2026-04-03Yonghui Superstores led an industry exchange meeting on instant retail in Chongqing, with Meituan Flash Purchase, Tianhong Supermarket, Shandong Inzone, etc. Yonghui authorized an independent business unit for online 24-hour supermarket model, achieving profitability in 6 months.永辉超市在重庆牵头举办即时零售行业交流会,美团闪购、天虹超市、山东银座等出席。永辉授权组建独立事业部运营24小时线上超市模式,6个月实现盈利。
2026-06-22Yonghui Superstores launched a food delivery service called 'Yonghui Kitchen' at its Fuzhou Aoshan Center store, extending in-store dining scenarios to online platforms.永辉超市在福州奥体中心店低调上线餐饮外卖业务“永辉厨房”,将门店餐饮场景延伸至线上。
Supply chain & logistics infrastructure供应链与物流基础设施 3 · 2024-11-05 → 2025-12-16
Yonghui built a central bakery factory, a central kitchen baking workshop, and a multi-temperature logistics warehouse.永辉建设中央面包厂、中央厨房烘焙车间及多温区物流仓库。
2025-01-15Yonghui Superstores disclosed that its newly built central kitchen baking workshop in Minhou, Fuzhou (Phase I ~3,000 sqm, 4 production lines) has commenced production, supplying reform stores with baked goods free of preservatives, artificial cream, and hydrogenated oils.永辉超市披露其福州闽侯新投产的中央厨房烘焙车间(一期约3000平方米,4条生产线)已投产,为调改店供应无防腐剂、无人造奶油、无氢化植物油的烘焙产品。
2025-12-16Yonghui's North China multi-temperature logistics warehouse at JD Industrial Park in Beijing Tongzhou commenced operations, covering ambient, chilled, frozen, and constant temperature zones, serving stores, online, and Caishixian.永辉超市华北多温物流仓在北京通州京东智能产业园投入运营,覆盖常温、冷藏、冷冻、恒温多温层,服务线下门店、线上前置仓及彩食鲜。
Corporate governance & regulatory compliance公司治理与合规 3 · 2024-12-20 → 2025-08-20
Yonghui abolished the board of supervisors, received a regulatory letter from the SSE, and postponed board elections.永辉取消监事会、收到上交所监管函并推迟董事会选举。
2024-12-20Yonghui Superstores announced the postponement of the election for its 6th Board of Directors and Supervisory Committee, originally due on Dec 22, 2024, as preparations are ongoing; the 5th term members will continue to serve.永辉超市公告,第五届董事会、监事会任期于2024年12月22日届满,换届工作正在筹备中,将延期进行,第五届成员继续履职。
2025-03-20Shanghai Stock Exchange issued a regulatory letter to Yonghui regarding internal governance matters, involving the company, directors, supervisors, and senior management.上交所对永辉超市内部治理事项下发监管工作函,涉及上市公司、董事、监事、高级管理人员等。
2025-08-20Yonghui Superstores board approves abolishing the board of supervisors and related rules, aligning with new Company Law and CSRC rules; audit committee will assume supervisory duties.永辉超市董事会审议通过取消监事会及相关议事规则的议案,以符合新《公司法》及证监会规定,由审计委员会履行监事会职权。
Strategic cooperation MoUs战略合作备忘录 3 · 2024-12-22 → 2026-01-16
Yonghui signed strategic cooperation agreements with Shuanghe Five Star Beer and partners for Chilean cherry imports.永辉与双合五星啤酒及智利樱桃进口伙伴签署战略合作协议。
2024-12-22Yonghui Superstores and Shuanghe Five Star Beer Co., Ltd. signed a strategic cooperation agreement at the Huairou beer production base to jointly launch 'Yongyuehui Xiaozhuo' German wheat beer (12°P original wort).永辉超市与双合盛五星啤酒有限公司在怀柔啤酒生产基地签署战略合作协议,联合推出“咏悦汇小酌”德式小麦啤酒(原麦汁浓度12°P)。
2025-12-10Yonghui held 'Chilean Cherry Sea Shipping Launch Ceremony' at Shenzhen store, partnering with Yuqian Group; first batch of sea-shipped cherries arrived in early Dec for South China region, to expand nationwide.永辉超市在深圳门店举办“智利车厘子海运首发盛典”,与煜谦集团合作;首批海运车厘子12月初抵港,率先在华南开售,后续覆盖全国。
2026-01-16Yonghui Superstores co-hosted the 'Chilean Cherry Ice and Snow Festival' in Guangzhou with the Chilean Fruit Exporters Association, Jizhi, and Yuqian Group, promoting cherry sales and deepening supply chain cooperation.永辉超市与智利水果出口商协会、吉制、煜谦集团共同在广州举办'智利车厘子冰雪节',推广车厘子销售并深化供应链合作。
Disaster relief & social responsibility救灾与社会责任 1 · 2025-01-07
Yonghui dispatched emergency supplies to the Xizang earthquake zone.永辉向西藏地震灾区运送应急物资。
2025-01-07Yonghui Superstores dispatched emergency relief supplies (water, instant noodles) to the 6.8-magnitude earthquake-stricken area in Dingri County, Xizang, via its Lhasa store, coordinated with the Lhasa Emergency Management Bureau.永辉超市从拉萨纳金东路店调拨首批救灾物资(矿泉水、方便面)送往西藏定日县6.8级地震灾区,随拉萨市应急管理局车队出发。
Reform strategy & supplier conference改革战略与供应商大会 3 · 2025-04-03 → 2025-10-13
Yonghui announced reform goals, product centralization strategy, and global supplier conference plans.永辉宣布改革目标、产品集中化战略及全球供应商大会计划。
2025-04-03Yonghui Superstores 2025 Global Supplier Conference: Ye Guofu announces plan to incubate 100 billion-yuan-level single products in 3 years, lock 200 core suppliers, and complete over 200 store renovations in 2025.永辉超市2025年度全球供应商大会:叶国富宣布未来三年孵化100个亿元级单品,首批锁定200家核心供应商,2025年完成超200家门店调改。
2025-06-18Yonghui Superstores set reform goals: transform into a membership-fee-free manufacturer retailer with 40% private-label goods and 30% customized goods; plan to open 6-10 new stores, close 300 stores, reform 200 stores, and upgrade 50 front-warehouses in 2025.永辉超市明确改革目标:转型为不收会员费的制造型零售商,自有品牌商品占40%、定制商品占30%;2025年计划新开6-10家店,闭店300家,调改200家,整改50个前置仓。
Clarifications & refutations澄清与辟谣 2 · 2025-04-14 → 2026-03-13
Yonghui issued statements clarifying no relationship with certain entities and refuting store closure rumors.永辉发布声明澄清与某些实体无关联,并辟谣关店传闻。
2025-04-14Yonghui Superstores issues statement clarifying no relationship with Shanghai Shangshu Yonghui Fresh Food Co., Ltd.永辉超市发布声明,与上蔬永辉生鲜食品有限公司无任何关联。
Support for Pangdonglai & retail integrity支持胖东来与零售诚信 1 · 2025-05-06
Yonghui publicly supported Pangdonglai against online rumors, vowing to uphold retail integrity.永辉公开支持胖东来抵制网络谣言,承诺维护零售诚信。
Sales promotions & festivals促销活动与节日 2 · 2025-07-23 → 2026-04-01
Yonghui held the first '717 Good Eats Festival' and launched a nationwide 'Fat for Beef' weight-loss promotion.永辉举办首届‘717吃货节’并推出全国性‘减脂换牛肉’活动。
2025-07-23Yonghui Superstores holds first '717 Good Eats Festival' (July 9-20) at over 100 revamped stores, with sales up 75% YoY and 33% penetration of top 100 SKUs.永辉超市举办首届“717好吃节”(7月9-20日),超100家调改门店参与,销售额同比增长75%,百款大单品渗透率达33%。
Capital raising and private placement融资与定向增发 9 · 2025-07-30 → 2026-06-23
Yonghui plans private placement to raise funds for store upgrades, logistics, and working capital.永辉计划定向增发,为门店升级、物流和营运资金筹集资金。
2025-08-01Yonghui Superstores announces a private placement plan to raise up to 3.992 billion yuan from up to 35 specific investors, mainly for 'Pangdonglai model' renovation of 298 stores (2.4 months, 3.213 billion yuan), logistics warehouse upgrades, and working capital.永辉超市发布定增预案,拟向不超过35名特定对象募资不超过39.92亿元,主要用于298家门店的“胖东来模式”调改(32.13亿元)、物流仓储升级及补充流动资金。
2025-09-07Yonghui Superstores scheduled its second extraordinary general meeting for September 18, 2025, to vote on the revised private placement plan, dividend policy, and charter amendments including abolishing the supervisory board.永辉超市定于2025年9月18日召开第二次临时股东会,审议修订后的定增方案、分红规划及取消监事会等公司章程修订事项。
2025-10-30Yonghui Superstores received notice from Shanghai Stock Exchange that its application for issuing securities (private placement of A-shares) has been accepted for review.永辉超市收到上交所通知,其向特定对象发行A股股票的申请已获受理并进入审核。
2025-12-31Yonghui responded to SSE review inquiry for its planned private placement of up to 3.114 billion yuan, with 2.405 billion for store upgrades, 309 million for logistics upgrades, and 400 million for working capital.永辉超市回复上交所再融资审核问询函,拟募资不超过31.14亿元,其中24.05亿元用于门店升级改造,3.09亿元用于物流仓储升级,4亿元补充流动资金。
2026-04-16Yonghui Superstores board approved using up to RMB 6 billion of idle自有资金 for entrusted wealth management, including bank structured deposits, treasury reverse repos, money market funds, etc.永辉超市董事会审议通过拟使用不超过60亿元闲置自有资金进行委托理财,包括银行结构性存款、国债逆回购、货币型基金等。
2026-04-16Yonghui Superstores announced it will change the purpose of 150 million repurchased shares from 'employee stock ownership plan or equity incentive' to 'cancellation and capital reduction', subject to shareholder approval.永辉超市公告拟将1.5亿股回购股份用途由'用于员工持股计划或股权激励'变更为'用于注销并减少注册资本',尚需股东会审议。
2026-06-23Yonghui Superstores completed the cancellation of nearly 150 million repurchased shares, reducing its registered capital from 9.075 billion yuan to 8.925 billion yuan.永辉超市完成注销近1.5亿股回购股份,注册资本由90.75亿元变更为89.25亿元。
Executive & governance高管与治理 2 · 2025-10-15 → 2025-11-07
Yonghui VP Luo Wenxia planned and completed a share reduction; board meetings held.永辉副总裁罗文霞计划并完成减持;董事会会议召开。
2025-10-15Yonghui Superstores Vice President Luo Wenxia plans to reduce her shareholding by up to 108,790 shares (0.0012% of total) via centralized竞价 for personal funding needs, from Nov 7, 2025 to Feb 6, 2026.永辉超市副总裁罗雯霞拟通过集中竞价方式减持不超过108,790股(占总股本0.0012%),减持期间为2025年11月7日至2026年2月6日。
Related-party transactions关联交易 2 · 2026-01-20 → 2026-06-09
Yonghui reviewed and supplemented related-party transaction plans for 2025 and 2026.永辉审议并补充了2025年和2026年关联交易计划。
2026-01-20Yonghui Superstores held its 6th 10th board meeting, reviewing the 2025 related-party transaction execution and 2026 related-party transaction plan.永辉超市召开第六届第十次董事会会议,审议2025年度关联交易执行情况及2026年关联交易计划。
2026-06-09Yonghui Superstores announced a supplementary related-party transaction plan for 2026, adding 245 million yuan in transactions with Sichuan Yongchuang Yaohui Supply Chain Management Co., Ltd., bringing the total to 475 million yuan.永辉超市发布补充2026年关联交易计划,新增与四川永创耀辉供应链管理有限公司的交易额2.45亿元,总金额达4.75亿元。