永辉超市(601933)_个股概要_股票价格_最新资讯_行情走势_历史数据 - 老虎社区

601933 永辉超市

交易中 11-06 10:22:19

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07:01","pubTimestamp":1793660464,"startTime":"0","endTime":"0","summary":"丨2026年11月3日星期二丨NO.1永辉超市2026年前三季度归母净利润回正10月30日，永辉超市发布2026年第三季度报告，公司2026年前三季度归母净利润1.70亿元。根据2025年三季报，公司2025年前三季度归母净利润为-7.10亿元。截至9月30日，永辉超市累计完成338家门店的调改工作，调改节奏放缓的同时，永辉坚定关闭亏损低效门店，推动资源向更高质量门店集中。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202611033919221688.html","rn_cache_url":null,"directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202611033919221688.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["601933"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2680769967","title":"调改见效盈利未稳 传统超市“胖改”进入深水区","url":"https://stock-news.laohu8.com/highlight/detail?id=2680769967","media":"北京商报","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2680769967?lang=zh_cn&edition=full","pubTime":"2026-11-02 23:40","pubTimestamp":1793634000,"startTime":"0","endTime":"0","summary":"多家传统超市最新财报陆续出炉，调改带来的经营改善开始显现，但盈利压力仍未解除。11月2日，北京商报记者梳理了具有代表性的永辉超市、步步高以及大润发母公司高鑫零售的财报，以此剖析传统超市“胖改”的成效。目前，永辉超市、步步高第三季度双双亏损，高鑫零售则预计2026年4月至9月的半年度净亏损约为5亿至5.5亿元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202611023919153627.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202611023919153627.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK0077","BK0209","BK0196","601933","BK0183","BK0170"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2680783720","title":"永辉“刮骨”，大润发“疗伤”","url":"https://stock-news.laohu8.com/highlight/detail?id=2680783720","media":"斑马消费","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2680783720?lang=zh_cn&edition=full","pubTime":"2026-11-02 07:47","pubTimestamp":1793576820,"startTime":"0","endTime":"0","summary":"永辉超市一年关掉300多家门店，省下来的钱砸进门店调改和供应链，今年前三季度终于业绩转正，阶段性成功上岸；大润发母公司高鑫零售半年预亏5~5.5亿元，亏损直接来到去年同期的4倍。大润发的“润发甄选”和“大拇指超省”两个品牌销售额占比仅3.2%。截至2026年三季度末，永辉超市已完成338家门店调改，覆盖绝大多数在营门店。虽然并不具备完全的可复制性，不过大润发的手中也有牌可打。此外，大润发Super中型超市也有34家门店现金流转正。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://mp.weixin.qq.com/s?__biz=MzI0MDY2ODM2MQ==&mid=2247525610&idx=1&sn=809b35f1a51bddc9515d7023c03e9a3c&chksm=e8883e227e14ab13a2c537099ffcf958472b1362873b810e047eb8366bd961bbe2d54e90bbf0&scene=0#rd","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"weixin_highlight","symbols":["601933","BK0170","BK0183","BK0077","BK0196","BK0209"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2680207849","title":"股市必读：永辉超市三季报 - 第三季度单季净利润同比增长82.38%","url":"https://stock-news.laohu8.com/highlight/detail?id=2680207849","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2680207849?lang=zh_cn&edition=full","pubTime":"2026-11-02 02:06","pubTimestamp":1793556376,"startTime":"0","endTime":"0","summary":"业绩披露要点：2026年前三季度归母净利润1.7亿元，同比上升124.02%；第三季度单季度归母净利润为-8269.06万元，同比上升82.38%。公司公告汇总永辉超市股份有限公司2026年第三季度报告2026年第三季度营业收入114.50亿元，同比下降8.29%；年初至报告期末营业收入352.42亿元，同比下降16.95%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026110200000507.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["601933"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2680204263","title":"【东吴商社】永辉超市2026Q3点评：调改推进，盈利改善","url":"https://stock-news.laohu8.com/highlight/detail?id=2680204263","media":"草叔消费升级研究","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2680204263?lang=zh_cn&edition=full","pubTime":"2026-11-01 22:54","pubTimestamp":1793544840,"startTime":"0","endTime":"0","summary":"调改推进，Q3营收微降：截至 2026Q3，公司超市门店总数 383 家 / 同比 - 67 家，预计门店于 2026Q3 延续单店营收同比增加；同时随着公司调改 / 关店整体推进，已进入精细化管理、夯实专业技能的第二阶段。据公司公告，2026Q3 营收 114.50 亿元 / 同比 - 8.29%，相比 2026 年上半年，营收降幅进一步收窄。盈利改善：1）毛利端，2026Q1-Q3 毛利率 22.6%/ 同比 + 2.1pct，2026Q3 毛利率 22.7%/ 同比 + 2.9pct，主要系深化供应链改革及稳步提升自有品牌商品销售占比所致。自营 APP\"永辉线上超市\" 注册用户数达 1.27 亿。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["research"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://mp.weixin.qq.com/s?__biz=MzIwMjU2Nzg0MQ==&mid=2247558523&idx=4&sn=9c9df9e11e92bfe442c81c5599a1a66d&chksm=97066428bb330f1393f5c490512868c0622de0a7e53ba78a150f2d2612263aa390912d948619&scene=0#rd","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"weixin_highlight","symbols":["BK0183","601933","BK0077","BK0170","BK0196","BK0209"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2680133270","title":"开源证券：给予永辉超市买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2680133270","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2680133270?lang=zh_cn&edition=full","pubTime":"2026-11-01 10:30","pubTimestamp":1793500247,"startTime":"0","endTime":"0","summary":"开源证券股份有限公司黄泽鹏,姚响近期对永辉超市进行研究并发布了研究报告《公司信息更新报告：前三季度扭亏为盈，供应链优化、自有品牌表现亮眼》，给予永辉超市买入评级。最新盈利预测明细如下：该股最近90天内共有10家机构给出评级，买入评级4家，增持评级6家；过去90天内机构目标均价为3.78。本文数据来源于开源证券股份有限公司，仅供参考不构成投资建议。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026110100002415.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["161027","601933"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2680348270","title":"阜阳一知名超市通知！停止营业","url":"https://stock-news.laohu8.com/highlight/detail?id=2680348270","media":"阜阳新闻综合频道","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2680348270?lang=zh_cn&edition=full","pubTime":"2026-11-01 09:40","pubTimestamp":1793497200,"startTime":"0","endTime":"0","summary":"昨日安徽永辉商业管理有限公司阜阳吾悦广场分公司发布通知停止营业通知致:安徽永辉商业管理有限公司阜阳吾悦广场分公司全体员工同仁因门店经营策略调整，经公司研究决定，安徽永辉商业管理有限公司阜阳吾悦广场分公司将经营至2026年11月30日止，2026年12月1日停止营业。在此感谢各位员工在岗位上的辛勤工作与付出，永辉超市阜阳吾悦店闭店后，公司将根据劳动合同相关约定进行处理;详细安排，以通知为准。特此通知!安徽永辉商业管理有限公司阜阳吾悦广场分公司2026年10月31日来源：安徽永辉商业管理有限公司编辑：涂晓晴校对：詹大梅审核：曹亚伟","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/wm/2026-11-01/doc-inixetzz6816804.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["601933","BK0209","BK0183","BK0170","BK0196","BK0077"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2680277546","title":"永辉超市新提交“永辉优选”、“-”等3件商标注册申请","url":"https://stock-news.laohu8.com/highlight/detail?id=2680277546","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2680277546?lang=zh_cn&edition=full","pubTime":"2026-11-01 08:19","pubTimestamp":1793492358,"startTime":"0","endTime":"0","summary":"证券之星消息，根据企查查数据显示，近日永辉超市股份有限公司新提交“永辉优选”、“-”等3件商标注册申请。商标申请详情如下：今年以来永辉超市股份有限公司新申请注册商标83件，截止目前公司共持有注册商标3410件，另有587件商标尚在注册申请中。结合公司2026年中报财务数据，今年上半年公司在研发方面投入了2789.46万元，同比减34.19%。通过天眼查大数据分析，永辉超市股份有限公司共对外投资了85家企业，参与招投标项目938次；财产线索方面有商标信息2706条，专利信息10条，著作权信息14条；此外企业还拥有行政许可23个。数据来源：企查查以上内容为证券之星据公开信息整理，不构成投资建议。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026110100002270.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["601933","BK0183","BK0077","BK0196","BK0209","BK0170"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2679845275","title":"凤凰风暴眼 | 胖东来，救不了永辉？","url":"https://stock-news.laohu8.com/highlight/detail?id=2679845275","media":"凤凰网港股","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2679845275?lang=zh_cn&edition=full","pubTime":"2026-10-31 19:15","pubTimestamp":1793445338,"startTime":"0","endTime":"0","summary":"来源|凤凰网《风暴眼》永辉的三季度，还在亏。根据最新财报，永辉第三季度营收114.5亿，同比下滑8.29%；归母净利润亏损8269万元，扣非归母净利润亏损3310万元。而在去找于东来之前，永辉已经踩过好几轮坑。这是胖东来亲自下场帮扶调改的第一家永辉门店，也是整个永辉转型故事的起点。这是永辉脱离胖东来现场指导，照着这套标准自主复刻出来的首店。按照最新财报口径，截至2026年9月30日，永辉累计完成调改门店338家。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://original.ifeng.com/c/8xfzCmxAw5r","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK0170","BK0077","BK0209","601933","BK0183","BK0196"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2679226768","title":"永辉超市（601933）10月30日主力资金净买入4085.04万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2679226768","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2679226768?lang=zh_cn&edition=full","pubTime":"2026-10-31 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