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Accelerating store closures and adjustments, globally recruiting a CEO, Yonghui has officially entered the "Ye Guofu Era."
Clear out the inventory stores in two years.
Yonghui Shareholder Meeting: 2k-3k medium and small supermarkets are a trend for transformation, the "Fat Donglai model + quality retail" is the future of supermarkets in China.
CEO of MINISO, Ye Guofu, stated that we are currently on the eve of a major reshuffle in offline supermarkets. In the future, 1-2 national supermarket leaders will emerge, with high-quality products and services along with stores and distribution centers spread across the country forming the foundation of future consumer demand. Small and medium-sized supermarkets of 2,000-3,000 square meters are the trend for transformation. Yonghui will adhere to the Fat Donglai model and the strategic direction of quality retail, which represents the future of supermarkets in China.
Hua Chuang Securities: The transformation period of offline retail enterprises gives rise to new investment opportunities. It is recommended to pay special attention to Yonghui Superstores (601933.SH) and others.
In the long run, supply chain capabilities are key for retailers to compete, and retailers with strong supply chain capabilities can accelerate their development through instant retail.
Is Yonghui Superstores (SHSE:601933) Using Too Much Debt?
Yonghui Superstores Co., Ltd.'s (SHSE:601933) Intrinsic Value Is Potentially 62% Above Its Share Price
Yonghui Superstores (601933.SH): The Chairman Zhang Xuansong's concerted actors have collectively increased their shareholding by 0.48%.
On January 21, Gelonghui reported that Yonghui Superstores (601933.SH) announced that Mr. Zhang Xuansong, the company's Chairman, plans to increase his shareholding in the company. This decision is made to maintain the stability of the company's stock price and the legitimate rights and interests of all shareholders, as well as based on confidence in the company's future sustainable development and recognition of the company's long-term investment value. He intends to increase shareholding through centralized bidding on the Shanghai Stock Exchange within three months after the end of passive disposal, with an amount no less than 0.25 billion yuan. There is no set price range for this shareholding increase, which will be implemented based on an assessment of the stock value and secondary market fluctuations. As of January 2025.