收米虎的个人主页 - 老虎社区

收米虎

收米虎

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0勋章

2021-11-21

$苹果(AAPL)$虽然有点慢，可以长期持有哦

2021-10-03

$英伟达(NVDA)$小赚

2021-10-02

$Moderna, Inc.(MRNA)$各位小伙伴们，这个价能抄吗？

2021-10-02

$美敦力(MDT)$晒晒太阳，大家帮我按个赞，谢谢

2021-09-24

$英伟达(NVDA)$赚小小

2021-09-24

希望大家多多赚💰

2021-08-31

没有惊喜

抱歉，原内容已删除

2021-08-31

该转型了

业绩爆雷、股价大跌，大卖场模式不香了？

2021-08-31

$英伟达(NVDA)$可以的

2021-08-31

加油💪

小米集团：今日回购400万股，耗资9913.76万港元

2021-08-15

辉瑞制药，是潛力股嘛？

2021-07-26

$台积电(TSM)$多少可以入手，还在下

2021-07-26

可以着手进行了

抱歉，原内容已删除

2021-07-23

$滴滴(DIDI)$买put各位大神有何建议？

2021-07-21

$老虎证券(TIGR)$加油💪，追23…..

2021-07-19

AMC 还扶得上墙吗？

2021-07-17

这只妖，还有作为吗？

2021-07-17

$苹果(AAPL)$小晒下下

2021-07-15

$维珍银河(SPCE)$你们说这个价的掉，是不是跟AMC相似呢？

2021-07-15

$AMC院线(AMC)$一天掉10刀，今晚会来个20嘛？真磨人

去老虎APP查看更多动态

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17:55","market":"sh","language":"zh","title":"业绩爆雷、股价大跌，大卖场模式不香了？","url":"https://stock-news.laohu8.com/highlight/detail?id=2163888860","media":"云掌财经APP","summary":"出乎大家所料，永辉超市遭遇了上市11年来首次业绩亏损。上半年永辉超市营收首降、净利首次巨亏，永辉超市遭遇滑铁卢。永辉的失信或在于对挽回业绩颓势的无措以及焦虑。永辉超市称，“外部受社区团购低价扩张及疫情防控常态化的影响，而内部受公司主动调结构，降库存的影响。”在8月28日发布的《永辉超市股份有限公司第四届董事会第三十一次会议决议公告》中，提到通过了关于《关闭13家Bravo店及55家小店》的议案。","content":"<p>深陷“负面新闻”、11年来首次亏损，<a href=\"https://laohu8.com/S/601933\">永辉超市</a>的至暗时刻还是来了！</p>\n<p>处于“阵痛”当中的永辉近日发布了2021年半年报。出乎大家所料，永辉超市遭遇了上市11年来首次业绩亏损。</p>\n<p>而今年以来，永辉超市已由年初的7.20元/股跌至3.77元/股，跌幅超45%，总市值为358.76亿元。<img src=\"https://static.tigerbbs.com/d8f1493f776640a58de537f80105c930\" tg-width=\"607\" tg-height=\"413\" referrerpolicy=\"no-referrer\">图片来源：<a href=\"https://laohu8.com/S/300059\">东方财富</a>截图</p>\n<p><b>1</b></p>\n<p><b>净利首次巨亏</b></p>\n<p>今年以来，永辉超市先后因为“产品不合格”、“卖茅台收款不发货”、“偷偷强制收1元包装费”等等原因上热搜，永辉似乎慢慢变成了“失信超市”。</p>\n<p>上半年永辉超市营收首降、净利首次巨亏，永辉超市遭遇滑铁卢。永辉的失信或在于对挽回业绩颓势的无措以及焦虑。</p>\n<p>今年中报显示，上半年永辉超市营业收入468.27亿元，同比下降 7.30%，而归母净利润更是亏损10.83亿元，同比下降158%。</p>\n<p><img src=\"https://static.tigerbbs.com/5bb6ac116a7c4980bed912060fd5c83f\" tg-width=\"650\" tg-height=\"365\" referrerpolicy=\"no-referrer\"></p>\n<p>图片来源：官方公告</p>\n<p>巨亏是如今永辉超市面临内忧外患的结果。</p>\n<p>永辉超市称，“外部受社区团购低价扩张及疫情防控常态化的影响，而内部受公司主动调结构，降库存的影响。”</p>\n<p>为了应对营收增长放缓的这一现实困境，近一年多，永辉超市在降库存方面花了很大气力。</p>\n<p>2019年永辉超市账面存货123.33亿元，逐年增长后9年增8.13倍。而近一年半时间存货陡降至68.65亿元，压降54.68亿元，降幅44.34%。同期永辉超市存货周转天数从38%增至55%以上，今年上半年才降至42.02天。</p>\n<p>不过降库存的结果就是上半年永辉超市综合毛利率18.82%，同比下降3.55%，为近十年最低。其中生鲜及加工毛利率10.27%，同比下降4.69%，食品用品毛利率15.68%，同比减少3.54%。</p>\n<p>据了解，与同行比较来看，永辉超市18.82%的毛利率远低于<a href=\"https://laohu8.com/S/002336\">人人乐</a>的24.17%、<a href=\"https://laohu8.com/S/002697\">红旗连锁</a>的29.75%等。而一般连锁超市期间费用率在20%以上，也就是说永辉超市不惜成本的清库存。</p>\n<p>所以事实是，上半年清库存等，永辉超市上半年销售费用增加2.07%，达到80.43亿元，期间费用率达21.23%，也创出新高。此前永辉超市净利率仅为约1.7%，毛利率的大幅下降、费用的继续增加使得上半年净利率降为-2.87%。</p>\n<p>今年上半年永辉超市营业总成本480.55亿元，已超过营收12.28亿元。</p>\n<p><b>2</b></p>\n<p><b>上半年动作不断</b></p>\n<p>2021年上半年，永辉超市可以说是调整不断。无论是管理层，还是业务方面，都有非常频繁的调整变动。</p>\n<p>在人事变动方面，7月刚经历了董秘离职，8月永辉超市就投下重磅“炸弹”——换了CEO。除此之外，8月28日的公告显示其副总裁金斌将于8月31日离职。</p>\n<p><img src=\"https://static.tigerbbs.com/0288e25face645b4be9662cacc694ee1\" tg-width=\"650\" tg-height=\"448\" referrerpolicy=\"no-referrer\"></p>\n<p>图片来源：官方公告</p>\n<p>业务方面，门店的调整或许能最直接显示永辉超市的决策方向。在8月28日发布的《永辉超市股份有限公司第四届董事会第三十一次会议决议公告》中，提到通过了关于《关闭13家Bravo店及55家小店》的议案。该议案显示，2021年第二季度拟关闭68家店（含13家Bravo 门店、9家mini店、10家超级物种店及36家永辉生活店），其中13家 Bravo 店系因销售业绩差、门店租赁合同到期及物业方违约等原因关闭，9家mini店、10家超级物种店及36家永辉生活店系因亏损及公司经营调整等原因关闭，本次闭店预计损失8048.19万元。</p>\n<p>在关店止损的同时，永辉也在开店，但明显开店速度放缓了很多。财报显示，2021年上半年永辉超市新开超市门店28家，合计1026家门店（其中已改造的仓储门店20家），储备门店202家。</p>\n<p><img src=\"https://static.tigerbbs.com/005b9fec8bb94947b8e499735d2ab2a9\" tg-width=\"650\" tg-height=\"464\" referrerpolicy=\"no-referrer\"></p>\n<p>图片来源：永辉官网</p>\n<p>从门店的开与关中可以看出，曾经的新零售试水业态“超级物种”基本已经被永辉超市放弃。今年年初起，就一直传出超级物种全国多地关店的消息。</p>\n<p><b>3</b></p>\n<p><b>未来还能走多远？</b></p>\n<p>与超级物种相类似的永辉mini也在疯狂扩张之后昙花一现。</p>\n<p>从2018年底，永辉超市以大卖场小型化以及小业态下沉的战略思路，推出了永辉mini店争夺线下流量并进入大规模扩店期，在2019年的股东交流会上张轩松甚至定下了全年开出1000家mini店的目标。</p>\n<p>显然，永辉超市并没有思考超级物种失败的经验教训，重蹈覆辙。加之社区团购冲击着传统商超。于是又陷入了关店潮。2019年开出573家mini店，截止2020年底仅存有永辉mini 店156家。今年一季度报告期内mini 店又关掉86家，仅剩余70家。</p>\n<p>mini店并非永辉首次试水小型社区生鲜业态，在这之前，永辉已经相继推出过社区生鲜便利店“永辉生活”、生鲜前置仓业态“永辉生活·到家”等业态，在离社区更近的生鲜电商的路线上做了诸多探索尝试，而从今年年中起，仓储店模式成为永辉新探索的门店方向，2021年5月，永辉超市在福州大本营开设了首家仓储店。根据财报，截至2021年6月底，永辉在全国改店开业的仓储店为20家，其中仅6月便开了18家，显然，这一改造方向预计在下半年会进一步延续。</p>\n<p>一系列动作背后，永辉兜兜转转，最后还是决定重回自己擅长的生鲜大店方向。</p>\n<p>与去年下半年社区团购玩家们给到的高压不同，今年生鲜零售市场的外部风向可能会改变，一个可能的利好是，当下社区团购正进入洗牌整合时期。</p>\n<p>此前8月21日，十荟团发布公开信宣布将与阿里MMC在部分地区进行区域整合；而约一个月前的7月26日，食享会原高级合伙人兼COO杜非宣布离职，食享会倒闭的传闻当天一并传出。更早之前，同程生活在改名蜜橙生活仅一天后，因经营不善申请破产。</p>\n<p>从烧钱补贴到行业大洗牌，社区团购正走向巨头游戏。根据<a href=\"https://laohu8.com/S/00665\">海通国际</a>预测，多多买菜业务相关GMV将于2021年达到1410亿元人民币，相关亏损达到300-400亿元。此外招银国际则预测，2Q21年美团优选预计亏损78亿元。</p>\n<p>这种亏损带有一定的补贴成分，在这彻底停止以前，如何迎接头部社区团购玩家们背后互联网巨头的挑战，是永辉未来仍然无法忽视的问题。</p>\n<p>但过去一年的教训，足够让他们准备好下半年的翻身了吗？如果翻身，翻身之后永辉还可以走多远？</p>\n<p>*首图来自永辉官网，图片除特殊标注外，其余均来源于摄图网。</p>\n<p>素材来源：</p>\n<p>中国商报：《关店数大于开店数，“断腕”转型中的永辉超市如何回血》</p>\n<p>长江商报：《永辉超市新业态屡转屡败半年亏10.83亿 毛利率18.82%或跌至“生死线”下》</p>\n<p>互联网圈子那点事：《永辉超市半年报：半年亏了近11亿！11年来首次亏损》</p>\n<p>END</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>业绩爆雷、股价大跌，大卖场模式不香了？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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*/\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n业绩爆雷、股价大跌，大卖场模式不香了？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1029917763\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/02221168045d4ff792c0707fa1a11c03);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">云掌财经APP </p>\n<p class=\"h-time\">2021-08-30 17:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>深陷“负面新闻”、11年来首次亏损，<a href=\"https://laohu8.com/S/601933\">永辉超市</a>的至暗时刻还是来了！</p>\n<p>处于“阵痛”当中的永辉近日发布了2021年半年报。出乎大家所料，永辉超市遭遇了上市11年来首次业绩亏损。</p>\n<p>而今年以来，永辉超市已由年初的7.20元/股跌至3.77元/股，跌幅超45%，总市值为358.76亿元。<img src=\"https://static.tigerbbs.com/d8f1493f776640a58de537f80105c930\" tg-width=\"607\" tg-height=\"413\" referrerpolicy=\"no-referrer\">图片来源：<a href=\"https://laohu8.com/S/300059\">东方财富</a>截图</p>\n<p><b>1</b></p>\n<p><b>净利首次巨亏</b></p>\n<p>今年以来，永辉超市先后因为“产品不合格”、“卖茅台收款不发货”、“偷偷强制收1元包装费”等等原因上热搜，永辉似乎慢慢变成了“失信超市”。</p>\n<p>上半年永辉超市营收首降、净利首次巨亏，永辉超市遭遇滑铁卢。永辉的失信或在于对挽回业绩颓势的无措以及焦虑。</p>\n<p>今年中报显示，上半年永辉超市营业收入468.27亿元，同比下降 7.30%，而归母净利润更是亏损10.83亿元，同比下降158%。</p>\n<p><img src=\"https://static.tigerbbs.com/5bb6ac116a7c4980bed912060fd5c83f\" tg-width=\"650\" tg-height=\"365\" referrerpolicy=\"no-referrer\"></p>\n<p>图片来源：官方公告</p>\n<p>巨亏是如今永辉超市面临内忧外患的结果。</p>\n<p>永辉超市称，“外部受社区团购低价扩张及疫情防控常态化的影响，而内部受公司主动调结构，降库存的影响。”</p>\n<p>为了应对营收增长放缓的这一现实困境，近一年多，永辉超市在降库存方面花了很大气力。</p>\n<p>2019年永辉超市账面存货123.33亿元，逐年增长后9年增8.13倍。而近一年半时间存货陡降至68.65亿元，压降54.68亿元，降幅44.34%。同期永辉超市存货周转天数从38%增至55%以上，今年上半年才降至42.02天。</p>\n<p>不过降库存的结果就是上半年永辉超市综合毛利率18.82%，同比下降3.55%，为近十年最低。其中生鲜及加工毛利率10.27%，同比下降4.69%，食品用品毛利率15.68%，同比减少3.54%。</p>\n<p>据了解，与同行比较来看，永辉超市18.82%的毛利率远低于<a href=\"https://laohu8.com/S/002336\">人人乐</a>的24.17%、<a href=\"https://laohu8.com/S/002697\">红旗连锁</a>的29.75%等。而一般连锁超市期间费用率在20%以上，也就是说永辉超市不惜成本的清库存。</p>\n<p>所以事实是，上半年清库存等，永辉超市上半年销售费用增加2.07%，达到80.43亿元，期间费用率达21.23%，也创出新高。此前永辉超市净利率仅为约1.7%，毛利率的大幅下降、费用的继续增加使得上半年净利率降为-2.87%。</p>\n<p>今年上半年永辉超市营业总成本480.55亿元，已超过营收12.28亿元。</p>\n<p><b>2</b></p>\n<p><b>上半年动作不断</b></p>\n<p>2021年上半年，永辉超市可以说是调整不断。无论是管理层，还是业务方面，都有非常频繁的调整变动。</p>\n<p>在人事变动方面，7月刚经历了董秘离职，8月永辉超市就投下重磅“炸弹”——换了CEO。除此之外，8月28日的公告显示其副总裁金斌将于8月31日离职。</p>\n<p><img src=\"https://static.tigerbbs.com/0288e25face645b4be9662cacc694ee1\" tg-width=\"650\" tg-height=\"448\" referrerpolicy=\"no-referrer\"></p>\n<p>图片来源：官方公告</p>\n<p>业务方面，门店的调整或许能最直接显示永辉超市的决策方向。在8月28日发布的《永辉超市股份有限公司第四届董事会第三十一次会议决议公告》中，提到通过了关于《关闭13家Bravo店及55家小店》的议案。该议案显示，2021年第二季度拟关闭68家店（含13家Bravo 门店、9家mini店、10家超级物种店及36家永辉生活店），其中13家 Bravo 店系因销售业绩差、门店租赁合同到期及物业方违约等原因关闭，9家mini店、10家超级物种店及36家永辉生活店系因亏损及公司经营调整等原因关闭，本次闭店预计损失8048.19万元。</p>\n<p>在关店止损的同时，永辉也在开店，但明显开店速度放缓了很多。财报显示，2021年上半年永辉超市新开超市门店28家，合计1026家门店（其中已改造的仓储门店20家），储备门店202家。</p>\n<p><img src=\"https://static.tigerbbs.com/005b9fec8bb94947b8e499735d2ab2a9\" tg-width=\"650\" tg-height=\"464\" referrerpolicy=\"no-referrer\"></p>\n<p>图片来源：永辉官网</p>\n<p>从门店的开与关中可以看出，曾经的新零售试水业态“超级物种”基本已经被永辉超市放弃。今年年初起，就一直传出超级物种全国多地关店的消息。</p>\n<p><b>3</b></p>\n<p><b>未来还能走多远？</b></p>\n<p>与超级物种相类似的永辉mini也在疯狂扩张之后昙花一现。</p>\n<p>从2018年底，永辉超市以大卖场小型化以及小业态下沉的战略思路，推出了永辉mini店争夺线下流量并进入大规模扩店期，在2019年的股东交流会上张轩松甚至定下了全年开出1000家mini店的目标。</p>\n<p>显然，永辉超市并没有思考超级物种失败的经验教训，重蹈覆辙。加之社区团购冲击着传统商超。于是又陷入了关店潮。2019年开出573家mini店，截止2020年底仅存有永辉mini 店156家。今年一季度报告期内mini 店又关掉86家，仅剩余70家。</p>\n<p>mini店并非永辉首次试水小型社区生鲜业态，在这之前，永辉已经相继推出过社区生鲜便利店“永辉生活”、生鲜前置仓业态“永辉生活·到家”等业态，在离社区更近的生鲜电商的路线上做了诸多探索尝试，而从今年年中起，仓储店模式成为永辉新探索的门店方向，2021年5月，永辉超市在福州大本营开设了首家仓储店。根据财报，截至2021年6月底，永辉在全国改店开业的仓储店为20家，其中仅6月便开了18家，显然，这一改造方向预计在下半年会进一步延续。</p>\n<p>一系列动作背后，永辉兜兜转转，最后还是决定重回自己擅长的生鲜大店方向。</p>\n<p>与去年下半年社区团购玩家们给到的高压不同，今年生鲜零售市场的外部风向可能会改变，一个可能的利好是，当下社区团购正进入洗牌整合时期。</p>\n<p>此前8月21日，十荟团发布公开信宣布将与阿里MMC在部分地区进行区域整合；而约一个月前的7月26日，食享会原高级合伙人兼COO杜非宣布离职，食享会倒闭的传闻当天一并传出。更早之前，同程生活在改名蜜橙生活仅一天后，因经营不善申请破产。</p>\n<p>从烧钱补贴到行业大洗牌，社区团购正走向巨头游戏。根据<a href=\"https://laohu8.com/S/00665\">海通国际</a>预测，多多买菜业务相关GMV将于2021年达到1410亿元人民币，相关亏损达到300-400亿元。此外招银国际则预测，2Q21年美团优选预计亏损78亿元。</p>\n<p>这种亏损带有一定的补贴成分，在这彻底停止以前，如何迎接头部社区团购玩家们背后互联网巨头的挑战，是永辉未来仍然无法忽视的问题。</p>\n<p>但过去一年的教训，足够让他们准备好下半年的翻身了吗？如果翻身，翻身之后永辉还可以走多远？</p>\n<p>*首图来自永辉官网，图片除特殊标注外，其余均来源于摄图网。</p>\n<p>素材来源：</p>\n<p>中国商报：《关店数大于开店数，“断腕”转型中的永辉超市如何回血》</p>\n<p>长江商报：《永辉超市新业态屡转屡败半年亏10.83亿 毛利率18.82%或跌至“生死线”下》</p>\n<p>互联网圈子那点事：《永辉超市半年报：半年亏了近11亿！11年来首次亏损》</p>\n<p>END</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/606043e33705476385c1894321f5dc22","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2163888860","content_text":"深陷“负面新闻”、11年来首次亏损，永辉超市的至暗时刻还是来了！\n处于“阵痛”当中的永辉近日发布了2021年半年报。出乎大家所料，永辉超市遭遇了上市11年来首次业绩亏损。\n而今年以来，永辉超市已由年初的7.20元/股跌至3.77元/股，跌幅超45%，总市值为358.76亿元。图片来源：东方财富截图\n1\n净利首次巨亏\n今年以来，永辉超市先后因为“产品不合格”、“卖茅台收款不发货”、“偷偷强制收1元包装费”等等原因上热搜，永辉似乎慢慢变成了“失信超市”。\n上半年永辉超市营收首降、净利首次巨亏，永辉超市遭遇滑铁卢。永辉的失信或在于对挽回业绩颓势的无措以及焦虑。\n今年中报显示，上半年永辉超市营业收入468.27亿元，同比下降 7.30%，而归母净利润更是亏损10.83亿元，同比下降158%。\n\n图片来源：官方公告\n巨亏是如今永辉超市面临内忧外患的结果。\n永辉超市称，“外部受社区团购低价扩张及疫情防控常态化的影响，而内部受公司主动调结构，降库存的影响。”\n为了应对营收增长放缓的这一现实困境，近一年多，永辉超市在降库存方面花了很大气力。\n2019年永辉超市账面存货123.33亿元，逐年增长后9年增8.13倍。而近一年半时间存货陡降至68.65亿元，压降54.68亿元，降幅44.34%。同期永辉超市存货周转天数从38%增至55%以上，今年上半年才降至42.02天。\n不过降库存的结果就是上半年永辉超市综合毛利率18.82%，同比下降3.55%，为近十年最低。其中生鲜及加工毛利率10.27%，同比下降4.69%，食品用品毛利率15.68%，同比减少3.54%。\n据了解，与同行比较来看，永辉超市18.82%的毛利率远低于人人乐的24.17%、红旗连锁的29.75%等。而一般连锁超市期间费用率在20%以上，也就是说永辉超市不惜成本的清库存。\n所以事实是，上半年清库存等，永辉超市上半年销售费用增加2.07%，达到80.43亿元，期间费用率达21.23%，也创出新高。此前永辉超市净利率仅为约1.7%，毛利率的大幅下降、费用的继续增加使得上半年净利率降为-2.87%。\n今年上半年永辉超市营业总成本480.55亿元，已超过营收12.28亿元。\n2\n上半年动作不断\n2021年上半年，永辉超市可以说是调整不断。无论是管理层，还是业务方面，都有非常频繁的调整变动。\n在人事变动方面，7月刚经历了董秘离职，8月永辉超市就投下重磅“炸弹”——换了CEO。除此之外，8月28日的公告显示其副总裁金斌将于8月31日离职。\n\n图片来源：官方公告\n业务方面，门店的调整或许能最直接显示永辉超市的决策方向。在8月28日发布的《永辉超市股份有限公司第四届董事会第三十一次会议决议公告》中，提到通过了关于《关闭13家Bravo店及55家小店》的议案。该议案显示，2021年第二季度拟关闭68家店（含13家Bravo 门店、9家mini店、10家超级物种店及36家永辉生活店），其中13家 Bravo 店系因销售业绩差、门店租赁合同到期及物业方违约等原因关闭，9家mini店、10家超级物种店及36家永辉生活店系因亏损及公司经营调整等原因关闭，本次闭店预计损失8048.19万元。\n在关店止损的同时，永辉也在开店，但明显开店速度放缓了很多。财报显示，2021年上半年永辉超市新开超市门店28家，合计1026家门店（其中已改造的仓储门店20家），储备门店202家。\n\n图片来源：永辉官网\n从门店的开与关中可以看出，曾经的新零售试水业态“超级物种”基本已经被永辉超市放弃。今年年初起，就一直传出超级物种全国多地关店的消息。\n3\n未来还能走多远？\n与超级物种相类似的永辉mini也在疯狂扩张之后昙花一现。\n从2018年底，永辉超市以大卖场小型化以及小业态下沉的战略思路，推出了永辉mini店争夺线下流量并进入大规模扩店期，在2019年的股东交流会上张轩松甚至定下了全年开出1000家mini店的目标。\n显然，永辉超市并没有思考超级物种失败的经验教训，重蹈覆辙。加之社区团购冲击着传统商超。于是又陷入了关店潮。2019年开出573家mini店，截止2020年底仅存有永辉mini 店156家。今年一季度报告期内mini 店又关掉86家，仅剩余70家。\nmini店并非永辉首次试水小型社区生鲜业态，在这之前，永辉已经相继推出过社区生鲜便利店“永辉生活”、生鲜前置仓业态“永辉生活·到家”等业态，在离社区更近的生鲜电商的路线上做了诸多探索尝试，而从今年年中起，仓储店模式成为永辉新探索的门店方向，2021年5月，永辉超市在福州大本营开设了首家仓储店。根据财报，截至2021年6月底，永辉在全国改店开业的仓储店为20家，其中仅6月便开了18家，显然，这一改造方向预计在下半年会进一步延续。\n一系列动作背后，永辉兜兜转转，最后还是决定重回自己擅长的生鲜大店方向。\n与去年下半年社区团购玩家们给到的高压不同，今年生鲜零售市场的外部风向可能会改变，一个可能的利好是，当下社区团购正进入洗牌整合时期。\n此前8月21日，十荟团发布公开信宣布将与阿里MMC在部分地区进行区域整合；而约一个月前的7月26日，食享会原高级合伙人兼COO杜非宣布离职，食享会倒闭的传闻当天一并传出。更早之前，同程生活在改名蜜橙生活仅一天后，因经营不善申请破产。\n从烧钱补贴到行业大洗牌，社区团购正走向巨头游戏。根据海通国际预测，多多买菜业务相关GMV将于2021年达到1410亿元人民币，相关亏损达到300-400亿元。此外招银国际则预测，2Q21年美团优选预计亏损78亿元。\n这种亏损带有一定的补贴成分，在这彻底停止以前，如何迎接头部社区团购玩家们背后互联网巨头的挑战，是永辉未来仍然无法忽视的问题。\n但过去一年的教训，足够让他们准备好下半年的翻身了吗？如果翻身，翻身之后永辉还可以走多远？\n*首图来自永辉官网，图片除特殊标注外，其余均来源于摄图网。\n素材来源：\n中国商报：《关店数大于开店数，“断腕”转型中的永辉超市如何回血》\n长江商报：《永辉超市新业态屡转屡败半年亏10.83亿 毛利率18.82%或跌至“生死线”下》\n互联网圈子那点事：《永辉超市半年报：半年亏了近11亿！11年来首次亏损》\nEND","news_type":1},"isVote":1,"tweetType":1,"viewCount":746,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":811756727,"gmtCreate":1630361767469,"gmtModify":1704958956888,"author":{"id":"3577160370456959","authorId":"3577160370456959","name":"收米虎","avatar":"https://static.tigerbbs.com/eef99f038c058d9f9607b887724c6599","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577160370456959","authorIdStr":"3577160370456959"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>可以的","listText":"<a 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n小米集团：今日回购400万股，耗资9913.76万港元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-08-30 19:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>小米集团：8月30日回购400万股股份，每股24.55-24.85港元，耗资9913.76万港元。</p>\n<p><img src=\"https://static.tigerbbs.com/c84876da6a1df51144115c6f047d03cd\" tg-width=\"550\" tg-height=\"225\" width=\"100%\" height=\"auto\"></p>\n<p>小米近期回购情况</p>\n<p>8月27日，小米耗资9934.44万港元回购400万股，回购价格每股24.75-24.9港元。</p>\n<p>8月26日，小米耗资1.98亿港元回购815万股，每股回购价为24.2-24.45港元。</p>\n<p><img src=\"https://static.tigerbbs.com/bba0da517cf28efa982122e0f01ae18e\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bb44f0df3fb7312ee913474e800cc495","relate_stocks":{"01810":"小米集团-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189134758","content_text":"小米集团：8月30日回购400万股股份，每股24.55-24.85港元，耗资9913.76万港元。\n\n小米近期回购情况\n8月27日，小米耗资9934.44万港元回购400万股，回购价格每股24.75-24.9港元。\n8月26日，小米耗资1.98亿港元回购815万股，每股回购价为24.2-24.45港元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":822,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":830351966,"gmtCreate":1629016584055,"gmtModify":1631884086120,"author":{"id":"3577160370456959","authorId":"3577160370456959","name":"收米虎","avatar":"https://static.tigerbbs.com/eef99f038c058d9f9607b887724c6599","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577160370456959","authorIdStr":"3577160370456959"},"themes":[],"htmlText":"辉瑞制药 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14:18","market":"us","language":"zh","title":"比尔盖茨微博发文希望保护隐私","url":"https://stock-news.laohu8.com/highlight/detail?id=1154035946","media":"老虎资讯综合","summary":"5月4日，今日，刚刚宣布与妻子梅琳达离婚的比尔盖茨在微博发文。全文如下：经过慎重的考虑和维护关系的努力，我们做出了结束婚姻的决定。在过去27年里，我们养育了三个出色的孩子，并且建立了一个在世界各地开展","content":"<p>5月4日，今日，刚刚宣布与妻子梅琳达离婚的比尔盖茨在微博发文。全文如下：经过慎重的考虑和维护关系的努力，我们做出了结束婚姻的决定。在过去27年里，我们养育了三个出色的孩子，并且建立了一个在世界各地开展工作的基金会，致力于帮助所有人过上健康而富有成效的生活。我们将秉承这一信念，继续我们在基金会的工作。但我们不再认为在人生的下一阶段，我们能够作为夫妻携手成长。在开启这段新生活时，我们希望我们的家庭能够获得空间和隐私。</p><p><img src=\"https://static.tigerbbs.com/a4c4f86c32259dbe1aef50a5868e1893\" tg-width=\"654\" tg-height=\"223\" referrerpolicy=\"no-referrer\"></p><p><b>相关阅读：</b></p><p><a href=\"https://laohu8.com/NW/1107648227\" target=\"_blank\">比尔·盖茨与梅琳达宣布离婚</a></p><p><a href=\"https://laohu8.com/NW/1158178287\" target=\"_blank\">比尔·盖茨夫妇宣布离婚！刚刚，女儿珍妮弗发声</a></p><p><a href=\"https://laohu8.com/NW/1176105895\" target=\"_blank\">美媒曝盖茨离婚文件：由梅琳达提起申请，未来不要求配偶支持</a></p><p><a href=\"https://laohu8.com/NW/1111644325\" target=\"_blank\">“最贵离婚”纪录或被打破！盖茨1305亿资产怎么分？</a></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>比尔盖茨微博发文希望保护隐私</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; 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class=\"title\">\n比尔盖茨微博发文希望保护隐私\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-05-04 14:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>5月4日，今日，刚刚宣布与妻子梅琳达离婚的比尔盖茨在微博发文。全文如下：经过慎重的考虑和维护关系的努力，我们做出了结束婚姻的决定。在过去27年里，我们养育了三个出色的孩子，并且建立了一个在世界各地开展工作的基金会，致力于帮助所有人过上健康而富有成效的生活。我们将秉承这一信念，继续我们在基金会的工作。但我们不再认为在人生的下一阶段，我们能够作为夫妻携手成长。在开启这段新生活时，我们希望我们的家庭能够获得空间和隐私。</p><p><img src=\"https://static.tigerbbs.com/a4c4f86c32259dbe1aef50a5868e1893\" tg-width=\"654\" tg-height=\"223\" referrerpolicy=\"no-referrer\"></p><p><b>相关阅读：</b></p><p><a href=\"https://laohu8.com/NW/1107648227\" target=\"_blank\">比尔·盖茨与梅琳达宣布离婚</a></p><p><a href=\"https://laohu8.com/NW/1158178287\" target=\"_blank\">比尔·盖茨夫妇宣布离婚！刚刚，女儿珍妮弗发声</a></p><p><a href=\"https://laohu8.com/NW/1176105895\" target=\"_blank\">美媒曝盖茨离婚文件：由梅琳达提起申请，未来不要求配偶支持</a></p><p><a href=\"https://laohu8.com/NW/1111644325\" target=\"_blank\">“最贵离婚”纪录或被打破！盖茨1305亿资产怎么分？</a></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/979659bd61f4fd32becbe7846e437adf","relate_stocks":{"MSFT":"微软"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154035946","content_text":"5月4日，今日，刚刚宣布与妻子梅琳达离婚的比尔盖茨在微博发文。全文如下：经过慎重的考虑和维护关系的努力，我们做出了结束婚姻的决定。在过去27年里，我们养育了三个出色的孩子，并且建立了一个在世界各地开展工作的基金会，致力于帮助所有人过上健康而富有成效的生活。我们将秉承这一信念，继续我们在基金会的工作。但我们不再认为在人生的下一阶段，我们能够作为夫妻携手成长。在开启这段新生活时，我们希望我们的家庭能够获得空间和隐私。相关阅读：比尔·盖茨与梅琳达宣布离婚比尔·盖茨夫妇宣布离婚！刚刚，女儿珍妮弗发声美媒曝盖茨离婚文件：由梅琳达提起申请，未来不要求配偶支持“最贵离婚”纪录或被打破！盖茨1305亿资产怎么分？","news_type":1},"isVote":1,"tweetType":1,"viewCount":213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":861857666,"gmtCreate":1632486765855,"gmtModify":1632718693237,"author":{"id":"3577160370456959","authorId":"3577160370456959","name":"收米虎","avatar":"https://static.tigerbbs.com/eef99f038c058d9f9607b887724c6599","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577160370456959","authorIdStr":"3577160370456959"},"themes":[],"htmlText":"希望大家多多赚💰","listText":"希望大家多多赚💰","text":"希望大家多多赚💰","images":[{"img":"https://static.tigerbbs.com/16b9abf6777a36fd05a66176ae2cc35c","width":"750","height":"1464"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/861857666","isVote":1,"tweetType":1,"viewCount":1223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":818212347,"gmtCreate":1630412980189,"gmtModify":1631891159383,"author":{"id":"3577160370456959","authorId":"3577160370456959","name":"收米虎","avatar":"https://static.tigerbbs.com/eef99f038c058d9f9607b887724c6599","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577160370456959","authorIdStr":"3577160370456959"},"themes":[],"htmlText":"没有惊喜","listText":"没有惊喜","text":"没有惊喜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/818212347","repostId":"1160925505","repostType":4,"isVote":1,"tweetType":1,"viewCount":1323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":811752738,"gmtCreate":1630361856424,"gmtModify":1704958958788,"author":{"id":"3577160370456959","authorId":"3577160370456959","name":"收米虎","avatar":"https://static.tigerbbs.com/eef99f038c058d9f9607b887724c6599","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577160370456959","authorIdStr":"3577160370456959"},"themes":[],"htmlText":"该转型了","listText":"该转型了","text":"该转型了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/811752738","repostId":"2163888860","repostType":4,"repost":{"id":"2163888860","kind":"highlight","weMediaInfo":{"introduction":"让你更懂财经","home_visible":1,"media_name":"云掌财经APP","id":"1029917763","head_image":"https://static.tigerbbs.com/02221168045d4ff792c0707fa1a11c03"},"pubTimestamp":1630317300,"share":"https://www.laohu8.com/m/news/2163888860?lang=&edition=full","pubTime":"2021-08-30 17:55","market":"sh","language":"zh","title":"业绩爆雷、股价大跌，大卖场模式不香了？","url":"https://stock-news.laohu8.com/highlight/detail?id=2163888860","media":"云掌财经APP","summary":"出乎大家所料，永辉超市遭遇了上市11年来首次业绩亏损。上半年永辉超市营收首降、净利首次巨亏，永辉超市遭遇滑铁卢。永辉的失信或在于对挽回业绩颓势的无措以及焦虑。永辉超市称，“外部受社区团购低价扩张及疫情防控常态化的影响，而内部受公司主动调结构，降库存的影响。”在8月28日发布的《永辉超市股份有限公司第四届董事会第三十一次会议决议公告》中，提到通过了关于《关闭13家Bravo店及55家小店》的议案。","content":"<p>深陷“负面新闻”、11年来首次亏损，<a href=\"https://laohu8.com/S/601933\">永辉超市</a>的至暗时刻还是来了！</p>\n<p>处于“阵痛”当中的永辉近日发布了2021年半年报。出乎大家所料，永辉超市遭遇了上市11年来首次业绩亏损。</p>\n<p>而今年以来，永辉超市已由年初的7.20元/股跌至3.77元/股，跌幅超45%，总市值为358.76亿元。<img src=\"https://static.tigerbbs.com/d8f1493f776640a58de537f80105c930\" tg-width=\"607\" tg-height=\"413\" referrerpolicy=\"no-referrer\">图片来源：<a href=\"https://laohu8.com/S/300059\">东方财富</a>截图</p>\n<p><b>1</b></p>\n<p><b>净利首次巨亏</b></p>\n<p>今年以来，永辉超市先后因为“产品不合格”、“卖茅台收款不发货”、“偷偷强制收1元包装费”等等原因上热搜，永辉似乎慢慢变成了“失信超市”。</p>\n<p>上半年永辉超市营收首降、净利首次巨亏，永辉超市遭遇滑铁卢。永辉的失信或在于对挽回业绩颓势的无措以及焦虑。</p>\n<p>今年中报显示，上半年永辉超市营业收入468.27亿元，同比下降 7.30%，而归母净利润更是亏损10.83亿元，同比下降158%。</p>\n<p><img src=\"https://static.tigerbbs.com/5bb6ac116a7c4980bed912060fd5c83f\" tg-width=\"650\" tg-height=\"365\" referrerpolicy=\"no-referrer\"></p>\n<p>图片来源：官方公告</p>\n<p>巨亏是如今永辉超市面临内忧外患的结果。</p>\n<p>永辉超市称，“外部受社区团购低价扩张及疫情防控常态化的影响，而内部受公司主动调结构，降库存的影响。”</p>\n<p>为了应对营收增长放缓的这一现实困境，近一年多，永辉超市在降库存方面花了很大气力。</p>\n<p>2019年永辉超市账面存货123.33亿元，逐年增长后9年增8.13倍。而近一年半时间存货陡降至68.65亿元，压降54.68亿元，降幅44.34%。同期永辉超市存货周转天数从38%增至55%以上，今年上半年才降至42.02天。</p>\n<p>不过降库存的结果就是上半年永辉超市综合毛利率18.82%，同比下降3.55%，为近十年最低。其中生鲜及加工毛利率10.27%，同比下降4.69%，食品用品毛利率15.68%，同比减少3.54%。</p>\n<p>据了解，与同行比较来看，永辉超市18.82%的毛利率远低于<a href=\"https://laohu8.com/S/002336\">人人乐</a>的24.17%、<a href=\"https://laohu8.com/S/002697\">红旗连锁</a>的29.75%等。而一般连锁超市期间费用率在20%以上，也就是说永辉超市不惜成本的清库存。</p>\n<p>所以事实是，上半年清库存等，永辉超市上半年销售费用增加2.07%，达到80.43亿元，期间费用率达21.23%，也创出新高。此前永辉超市净利率仅为约1.7%，毛利率的大幅下降、费用的继续增加使得上半年净利率降为-2.87%。</p>\n<p>今年上半年永辉超市营业总成本480.55亿元，已超过营收12.28亿元。</p>\n<p><b>2</b></p>\n<p><b>上半年动作不断</b></p>\n<p>2021年上半年，永辉超市可以说是调整不断。无论是管理层，还是业务方面，都有非常频繁的调整变动。</p>\n<p>在人事变动方面，7月刚经历了董秘离职，8月永辉超市就投下重磅“炸弹”——换了CEO。除此之外，8月28日的公告显示其副总裁金斌将于8月31日离职。</p>\n<p><img src=\"https://static.tigerbbs.com/0288e25face645b4be9662cacc694ee1\" tg-width=\"650\" tg-height=\"448\" referrerpolicy=\"no-referrer\"></p>\n<p>图片来源：官方公告</p>\n<p>业务方面，门店的调整或许能最直接显示永辉超市的决策方向。在8月28日发布的《永辉超市股份有限公司第四届董事会第三十一次会议决议公告》中，提到通过了关于《关闭13家Bravo店及55家小店》的议案。该议案显示，2021年第二季度拟关闭68家店（含13家Bravo 门店、9家mini店、10家超级物种店及36家永辉生活店），其中13家 Bravo 店系因销售业绩差、门店租赁合同到期及物业方违约等原因关闭，9家mini店、10家超级物种店及36家永辉生活店系因亏损及公司经营调整等原因关闭，本次闭店预计损失8048.19万元。</p>\n<p>在关店止损的同时，永辉也在开店，但明显开店速度放缓了很多。财报显示，2021年上半年永辉超市新开超市门店28家，合计1026家门店（其中已改造的仓储门店20家），储备门店202家。</p>\n<p><img src=\"https://static.tigerbbs.com/005b9fec8bb94947b8e499735d2ab2a9\" tg-width=\"650\" tg-height=\"464\" referrerpolicy=\"no-referrer\"></p>\n<p>图片来源：永辉官网</p>\n<p>从门店的开与关中可以看出，曾经的新零售试水业态“超级物种”基本已经被永辉超市放弃。今年年初起，就一直传出超级物种全国多地关店的消息。</p>\n<p><b>3</b></p>\n<p><b>未来还能走多远？</b></p>\n<p>与超级物种相类似的永辉mini也在疯狂扩张之后昙花一现。</p>\n<p>从2018年底，永辉超市以大卖场小型化以及小业态下沉的战略思路，推出了永辉mini店争夺线下流量并进入大规模扩店期，在2019年的股东交流会上张轩松甚至定下了全年开出1000家mini店的目标。</p>\n<p>显然，永辉超市并没有思考超级物种失败的经验教训，重蹈覆辙。加之社区团购冲击着传统商超。于是又陷入了关店潮。2019年开出573家mini店，截止2020年底仅存有永辉mini 店156家。今年一季度报告期内mini 店又关掉86家，仅剩余70家。</p>\n<p>mini店并非永辉首次试水小型社区生鲜业态，在这之前，永辉已经相继推出过社区生鲜便利店“永辉生活”、生鲜前置仓业态“永辉生活·到家”等业态，在离社区更近的生鲜电商的路线上做了诸多探索尝试，而从今年年中起，仓储店模式成为永辉新探索的门店方向，2021年5月，永辉超市在福州大本营开设了首家仓储店。根据财报，截至2021年6月底，永辉在全国改店开业的仓储店为20家，其中仅6月便开了18家，显然，这一改造方向预计在下半年会进一步延续。</p>\n<p>一系列动作背后，永辉兜兜转转，最后还是决定重回自己擅长的生鲜大店方向。</p>\n<p>与去年下半年社区团购玩家们给到的高压不同，今年生鲜零售市场的外部风向可能会改变，一个可能的利好是，当下社区团购正进入洗牌整合时期。</p>\n<p>此前8月21日，十荟团发布公开信宣布将与阿里MMC在部分地区进行区域整合；而约一个月前的7月26日，食享会原高级合伙人兼COO杜非宣布离职，食享会倒闭的传闻当天一并传出。更早之前，同程生活在改名蜜橙生活仅一天后，因经营不善申请破产。</p>\n<p>从烧钱补贴到行业大洗牌，社区团购正走向巨头游戏。根据<a href=\"https://laohu8.com/S/00665\">海通国际</a>预测，多多买菜业务相关GMV将于2021年达到1410亿元人民币，相关亏损达到300-400亿元。此外招银国际则预测，2Q21年美团优选预计亏损78亿元。</p>\n<p>这种亏损带有一定的补贴成分，在这彻底停止以前，如何迎接头部社区团购玩家们背后互联网巨头的挑战，是永辉未来仍然无法忽视的问题。</p>\n<p>但过去一年的教训，足够让他们准备好下半年的翻身了吗？如果翻身，翻身之后永辉还可以走多远？</p>\n<p>*首图来自永辉官网，图片除特殊标注外，其余均来源于摄图网。</p>\n<p>素材来源：</p>\n<p>中国商报：《关店数大于开店数，“断腕”转型中的永辉超市如何回血》</p>\n<p>长江商报：《永辉超市新业态屡转屡败半年亏10.83亿 毛利率18.82%或跌至“生死线”下》</p>\n<p>互联网圈子那点事：《永辉超市半年报：半年亏了近11亿！11年来首次亏损》</p>\n<p>END</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>业绩爆雷、股价大跌，大卖场模式不香了？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n业绩爆雷、股价大跌，大卖场模式不香了？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1029917763\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/02221168045d4ff792c0707fa1a11c03);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">云掌财经APP </p>\n<p class=\"h-time\">2021-08-30 17:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>深陷“负面新闻”、11年来首次亏损，<a href=\"https://laohu8.com/S/601933\">永辉超市</a>的至暗时刻还是来了！</p>\n<p>处于“阵痛”当中的永辉近日发布了2021年半年报。出乎大家所料，永辉超市遭遇了上市11年来首次业绩亏损。</p>\n<p>而今年以来，永辉超市已由年初的7.20元/股跌至3.77元/股，跌幅超45%，总市值为358.76亿元。<img src=\"https://static.tigerbbs.com/d8f1493f776640a58de537f80105c930\" tg-width=\"607\" tg-height=\"413\" referrerpolicy=\"no-referrer\">图片来源：<a href=\"https://laohu8.com/S/300059\">东方财富</a>截图</p>\n<p><b>1</b></p>\n<p><b>净利首次巨亏</b></p>\n<p>今年以来，永辉超市先后因为“产品不合格”、“卖茅台收款不发货”、“偷偷强制收1元包装费”等等原因上热搜，永辉似乎慢慢变成了“失信超市”。</p>\n<p>上半年永辉超市营收首降、净利首次巨亏，永辉超市遭遇滑铁卢。永辉的失信或在于对挽回业绩颓势的无措以及焦虑。</p>\n<p>今年中报显示，上半年永辉超市营业收入468.27亿元，同比下降 7.30%，而归母净利润更是亏损10.83亿元，同比下降158%。</p>\n<p><img src=\"https://static.tigerbbs.com/5bb6ac116a7c4980bed912060fd5c83f\" tg-width=\"650\" tg-height=\"365\" referrerpolicy=\"no-referrer\"></p>\n<p>图片来源：官方公告</p>\n<p>巨亏是如今永辉超市面临内忧外患的结果。</p>\n<p>永辉超市称，“外部受社区团购低价扩张及疫情防控常态化的影响，而内部受公司主动调结构，降库存的影响。”</p>\n<p>为了应对营收增长放缓的这一现实困境，近一年多，永辉超市在降库存方面花了很大气力。</p>\n<p>2019年永辉超市账面存货123.33亿元，逐年增长后9年增8.13倍。而近一年半时间存货陡降至68.65亿元，压降54.68亿元，降幅44.34%。同期永辉超市存货周转天数从38%增至55%以上，今年上半年才降至42.02天。</p>\n<p>不过降库存的结果就是上半年永辉超市综合毛利率18.82%，同比下降3.55%，为近十年最低。其中生鲜及加工毛利率10.27%，同比下降4.69%，食品用品毛利率15.68%，同比减少3.54%。</p>\n<p>据了解，与同行比较来看，永辉超市18.82%的毛利率远低于<a href=\"https://laohu8.com/S/002336\">人人乐</a>的24.17%、<a href=\"https://laohu8.com/S/002697\">红旗连锁</a>的29.75%等。而一般连锁超市期间费用率在20%以上，也就是说永辉超市不惜成本的清库存。</p>\n<p>所以事实是，上半年清库存等，永辉超市上半年销售费用增加2.07%，达到80.43亿元，期间费用率达21.23%，也创出新高。此前永辉超市净利率仅为约1.7%，毛利率的大幅下降、费用的继续增加使得上半年净利率降为-2.87%。</p>\n<p>今年上半年永辉超市营业总成本480.55亿元，已超过营收12.28亿元。</p>\n<p><b>2</b></p>\n<p><b>上半年动作不断</b></p>\n<p>2021年上半年，永辉超市可以说是调整不断。无论是管理层，还是业务方面，都有非常频繁的调整变动。</p>\n<p>在人事变动方面，7月刚经历了董秘离职，8月永辉超市就投下重磅“炸弹”——换了CEO。除此之外，8月28日的公告显示其副总裁金斌将于8月31日离职。</p>\n<p><img src=\"https://static.tigerbbs.com/0288e25face645b4be9662cacc694ee1\" tg-width=\"650\" tg-height=\"448\" referrerpolicy=\"no-referrer\"></p>\n<p>图片来源：官方公告</p>\n<p>业务方面，门店的调整或许能最直接显示永辉超市的决策方向。在8月28日发布的《永辉超市股份有限公司第四届董事会第三十一次会议决议公告》中，提到通过了关于《关闭13家Bravo店及55家小店》的议案。该议案显示，2021年第二季度拟关闭68家店（含13家Bravo 门店、9家mini店、10家超级物种店及36家永辉生活店），其中13家 Bravo 店系因销售业绩差、门店租赁合同到期及物业方违约等原因关闭，9家mini店、10家超级物种店及36家永辉生活店系因亏损及公司经营调整等原因关闭，本次闭店预计损失8048.19万元。</p>\n<p>在关店止损的同时，永辉也在开店，但明显开店速度放缓了很多。财报显示，2021年上半年永辉超市新开超市门店28家，合计1026家门店（其中已改造的仓储门店20家），储备门店202家。</p>\n<p><img src=\"https://static.tigerbbs.com/005b9fec8bb94947b8e499735d2ab2a9\" tg-width=\"650\" tg-height=\"464\" referrerpolicy=\"no-referrer\"></p>\n<p>图片来源：永辉官网</p>\n<p>从门店的开与关中可以看出，曾经的新零售试水业态“超级物种”基本已经被永辉超市放弃。今年年初起，就一直传出超级物种全国多地关店的消息。</p>\n<p><b>3</b></p>\n<p><b>未来还能走多远？</b></p>\n<p>与超级物种相类似的永辉mini也在疯狂扩张之后昙花一现。</p>\n<p>从2018年底，永辉超市以大卖场小型化以及小业态下沉的战略思路，推出了永辉mini店争夺线下流量并进入大规模扩店期，在2019年的股东交流会上张轩松甚至定下了全年开出1000家mini店的目标。</p>\n<p>显然，永辉超市并没有思考超级物种失败的经验教训，重蹈覆辙。加之社区团购冲击着传统商超。于是又陷入了关店潮。2019年开出573家mini店，截止2020年底仅存有永辉mini 店156家。今年一季度报告期内mini 店又关掉86家，仅剩余70家。</p>\n<p>mini店并非永辉首次试水小型社区生鲜业态，在这之前，永辉已经相继推出过社区生鲜便利店“永辉生活”、生鲜前置仓业态“永辉生活·到家”等业态，在离社区更近的生鲜电商的路线上做了诸多探索尝试，而从今年年中起，仓储店模式成为永辉新探索的门店方向，2021年5月，永辉超市在福州大本营开设了首家仓储店。根据财报，截至2021年6月底，永辉在全国改店开业的仓储店为20家，其中仅6月便开了18家，显然，这一改造方向预计在下半年会进一步延续。</p>\n<p>一系列动作背后，永辉兜兜转转，最后还是决定重回自己擅长的生鲜大店方向。</p>\n<p>与去年下半年社区团购玩家们给到的高压不同，今年生鲜零售市场的外部风向可能会改变，一个可能的利好是，当下社区团购正进入洗牌整合时期。</p>\n<p>此前8月21日，十荟团发布公开信宣布将与阿里MMC在部分地区进行区域整合；而约一个月前的7月26日，食享会原高级合伙人兼COO杜非宣布离职，食享会倒闭的传闻当天一并传出。更早之前，同程生活在改名蜜橙生活仅一天后，因经营不善申请破产。</p>\n<p>从烧钱补贴到行业大洗牌，社区团购正走向巨头游戏。根据<a href=\"https://laohu8.com/S/00665\">海通国际</a>预测，多多买菜业务相关GMV将于2021年达到1410亿元人民币，相关亏损达到300-400亿元。此外招银国际则预测，2Q21年美团优选预计亏损78亿元。</p>\n<p>这种亏损带有一定的补贴成分，在这彻底停止以前，如何迎接头部社区团购玩家们背后互联网巨头的挑战，是永辉未来仍然无法忽视的问题。</p>\n<p>但过去一年的教训，足够让他们准备好下半年的翻身了吗？如果翻身，翻身之后永辉还可以走多远？</p>\n<p>*首图来自永辉官网，图片除特殊标注外，其余均来源于摄图网。</p>\n<p>素材来源：</p>\n<p>中国商报：《关店数大于开店数，“断腕”转型中的永辉超市如何回血》</p>\n<p>长江商报：《永辉超市新业态屡转屡败半年亏10.83亿 毛利率18.82%或跌至“生死线”下》</p>\n<p>互联网圈子那点事：《永辉超市半年报：半年亏了近11亿！11年来首次亏损》</p>\n<p>END</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/606043e33705476385c1894321f5dc22","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2163888860","content_text":"深陷“负面新闻”、11年来首次亏损，永辉超市的至暗时刻还是来了！\n处于“阵痛”当中的永辉近日发布了2021年半年报。出乎大家所料，永辉超市遭遇了上市11年来首次业绩亏损。\n而今年以来，永辉超市已由年初的7.20元/股跌至3.77元/股，跌幅超45%，总市值为358.76亿元。图片来源：东方财富截图\n1\n净利首次巨亏\n今年以来，永辉超市先后因为“产品不合格”、“卖茅台收款不发货”、“偷偷强制收1元包装费”等等原因上热搜，永辉似乎慢慢变成了“失信超市”。\n上半年永辉超市营收首降、净利首次巨亏，永辉超市遭遇滑铁卢。永辉的失信或在于对挽回业绩颓势的无措以及焦虑。\n今年中报显示，上半年永辉超市营业收入468.27亿元，同比下降 7.30%，而归母净利润更是亏损10.83亿元，同比下降158%。\n\n图片来源：官方公告\n巨亏是如今永辉超市面临内忧外患的结果。\n永辉超市称，“外部受社区团购低价扩张及疫情防控常态化的影响，而内部受公司主动调结构，降库存的影响。”\n为了应对营收增长放缓的这一现实困境，近一年多，永辉超市在降库存方面花了很大气力。\n2019年永辉超市账面存货123.33亿元，逐年增长后9年增8.13倍。而近一年半时间存货陡降至68.65亿元，压降54.68亿元，降幅44.34%。同期永辉超市存货周转天数从38%增至55%以上，今年上半年才降至42.02天。\n不过降库存的结果就是上半年永辉超市综合毛利率18.82%，同比下降3.55%，为近十年最低。其中生鲜及加工毛利率10.27%，同比下降4.69%，食品用品毛利率15.68%，同比减少3.54%。\n据了解，与同行比较来看，永辉超市18.82%的毛利率远低于人人乐的24.17%、红旗连锁的29.75%等。而一般连锁超市期间费用率在20%以上，也就是说永辉超市不惜成本的清库存。\n所以事实是，上半年清库存等，永辉超市上半年销售费用增加2.07%，达到80.43亿元，期间费用率达21.23%，也创出新高。此前永辉超市净利率仅为约1.7%，毛利率的大幅下降、费用的继续增加使得上半年净利率降为-2.87%。\n今年上半年永辉超市营业总成本480.55亿元，已超过营收12.28亿元。\n2\n上半年动作不断\n2021年上半年，永辉超市可以说是调整不断。无论是管理层，还是业务方面，都有非常频繁的调整变动。\n在人事变动方面，7月刚经历了董秘离职，8月永辉超市就投下重磅“炸弹”——换了CEO。除此之外，8月28日的公告显示其副总裁金斌将于8月31日离职。\n\n图片来源：官方公告\n业务方面，门店的调整或许能最直接显示永辉超市的决策方向。在8月28日发布的《永辉超市股份有限公司第四届董事会第三十一次会议决议公告》中，提到通过了关于《关闭13家Bravo店及55家小店》的议案。该议案显示，2021年第二季度拟关闭68家店（含13家Bravo 门店、9家mini店、10家超级物种店及36家永辉生活店），其中13家 Bravo 店系因销售业绩差、门店租赁合同到期及物业方违约等原因关闭，9家mini店、10家超级物种店及36家永辉生活店系因亏损及公司经营调整等原因关闭，本次闭店预计损失8048.19万元。\n在关店止损的同时，永辉也在开店，但明显开店速度放缓了很多。财报显示，2021年上半年永辉超市新开超市门店28家，合计1026家门店（其中已改造的仓储门店20家），储备门店202家。\n\n图片来源：永辉官网\n从门店的开与关中可以看出，曾经的新零售试水业态“超级物种”基本已经被永辉超市放弃。今年年初起，就一直传出超级物种全国多地关店的消息。\n3\n未来还能走多远？\n与超级物种相类似的永辉mini也在疯狂扩张之后昙花一现。\n从2018年底，永辉超市以大卖场小型化以及小业态下沉的战略思路，推出了永辉mini店争夺线下流量并进入大规模扩店期，在2019年的股东交流会上张轩松甚至定下了全年开出1000家mini店的目标。\n显然，永辉超市并没有思考超级物种失败的经验教训，重蹈覆辙。加之社区团购冲击着传统商超。于是又陷入了关店潮。2019年开出573家mini店，截止2020年底仅存有永辉mini 店156家。今年一季度报告期内mini 店又关掉86家，仅剩余70家。\nmini店并非永辉首次试水小型社区生鲜业态，在这之前，永辉已经相继推出过社区生鲜便利店“永辉生活”、生鲜前置仓业态“永辉生活·到家”等业态，在离社区更近的生鲜电商的路线上做了诸多探索尝试，而从今年年中起，仓储店模式成为永辉新探索的门店方向，2021年5月，永辉超市在福州大本营开设了首家仓储店。根据财报，截至2021年6月底，永辉在全国改店开业的仓储店为20家，其中仅6月便开了18家，显然，这一改造方向预计在下半年会进一步延续。\n一系列动作背后，永辉兜兜转转，最后还是决定重回自己擅长的生鲜大店方向。\n与去年下半年社区团购玩家们给到的高压不同，今年生鲜零售市场的外部风向可能会改变，一个可能的利好是，当下社区团购正进入洗牌整合时期。\n此前8月21日，十荟团发布公开信宣布将与阿里MMC在部分地区进行区域整合；而约一个月前的7月26日，食享会原高级合伙人兼COO杜非宣布离职，食享会倒闭的传闻当天一并传出。更早之前，同程生活在改名蜜橙生活仅一天后，因经营不善申请破产。\n从烧钱补贴到行业大洗牌，社区团购正走向巨头游戏。根据海通国际预测，多多买菜业务相关GMV将于2021年达到1410亿元人民币，相关亏损达到300-400亿元。此外招银国际则预测，2Q21年美团优选预计亏损78亿元。\n这种亏损带有一定的补贴成分，在这彻底停止以前，如何迎接头部社区团购玩家们背后互联网巨头的挑战，是永辉未来仍然无法忽视的问题。\n但过去一年的教训，足够让他们准备好下半年的翻身了吗？如果翻身，翻身之后永辉还可以走多远？\n*首图来自永辉官网，图片除特殊标注外，其余均来源于摄图网。\n素材来源：\n中国商报：《关店数大于开店数，“断腕”转型中的永辉超市如何回血》\n长江商报：《永辉超市新业态屡转屡败半年亏10.83亿 毛利率18.82%或跌至“生死线”下》\n互联网圈子那点事：《永辉超市半年报：半年亏了近11亿！11年来首次亏损》\nEND","news_type":1},"isVote":1,"tweetType":1,"viewCount":746,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":811728466,"gmtCreate":1630360630455,"gmtModify":1704958940640,"author":{"id":"3577160370456959","authorId":"3577160370456959","name":"收米虎","avatar":"https://static.tigerbbs.com/eef99f038c058d9f9607b887724c6599","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577160370456959","authorIdStr":"3577160370456959"},"themes":[],"htmlText":"加油💪","listText":"加油💪","text":"加油💪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/811728466","repostId":"1189134758","repostType":4,"repost":{"id":"1189134758","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1630322300,"share":"https://www.laohu8.com/m/news/1189134758?lang=&edition=full","pubTime":"2021-08-30 19:18","market":"hk","language":"zh","title":"小米集团：今日回购400万股，耗资9913.76万港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1189134758","media":"老虎资讯综合","summary":"小米集团：8月30日回购400万股股份，每股24.55-24.85港元，耗资9913.76万港元。\n\n小米近期回购情况\n8月27日，小米耗资9934.44万港元回购400万股，回购价格每股24.75-","content":"<p>小米集团：8月30日回购400万股股份，每股24.55-24.85港元，耗资9913.76万港元。</p>\n<p><img src=\"https://static.tigerbbs.com/c84876da6a1df51144115c6f047d03cd\" tg-width=\"550\" tg-height=\"225\" width=\"100%\" height=\"auto\"></p>\n<p>小米近期回购情况</p>\n<p>8月27日，小米耗资9934.44万港元回购400万股，回购价格每股24.75-24.9港元。</p>\n<p>8月26日，小米耗资1.98亿港元回购815万股，每股回购价为24.2-24.45港元。</p>\n<p><img src=\"https://static.tigerbbs.com/bba0da517cf28efa982122e0f01ae18e\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>小米集团：今日回购400万股，耗资9913.76万港元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n小米集团：今日回购400万股，耗资9913.76万港元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-08-30 19:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>小米集团：8月30日回购400万股股份，每股24.55-24.85港元，耗资9913.76万港元。</p>\n<p><img src=\"https://static.tigerbbs.com/c84876da6a1df51144115c6f047d03cd\" tg-width=\"550\" tg-height=\"225\" width=\"100%\" height=\"auto\"></p>\n<p>小米近期回购情况</p>\n<p>8月27日，小米耗资9934.44万港元回购400万股，回购价格每股24.75-24.9港元。</p>\n<p>8月26日，小米耗资1.98亿港元回购815万股，每股回购价为24.2-24.45港元。</p>\n<p><img src=\"https://static.tigerbbs.com/bba0da517cf28efa982122e0f01ae18e\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bb44f0df3fb7312ee913474e800cc495","relate_stocks":{"01810":"小米集团-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189134758","content_text":"小米集团：8月30日回购400万股股份，每股24.55-24.85港元，耗资9913.76万港元。\n\n小米近期回购情况\n8月27日，小米耗资9934.44万港元回购400万股，回购价格每股24.75-24.9港元。\n8月26日，小米耗资1.98亿港元回购815万股，每股回购价为24.2-24.45港元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":822,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}