601933 永辉超市
交易中 05-20 14:26:01
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永辉超市2026Q1扭亏为盈，营收压力与转型优势并存
蓝鲸财经 · 05-18 18:03
永辉超市2026Q1扭亏为盈，营收压力与转型优势并存
股市必读：永辉超市（601933）今年截至5月15日累计跌幅已超20%
证券之星 · 05-18 01:00
股市必读：永辉超市（601933）今年截至5月15日累计跌幅已超20%
金龙鱼：公司积极与胖东来、永辉等商超合作，推出了油、米、面、调味品等多样化的产品
证券之星 · 05-12
金龙鱼：公司积极与胖东来、永辉等商超合作，推出了油、米、面、调味品等多样化的产品
每周股票复盘：永辉超市（601933）仲裁获裁决支持
证券之星 · 05-10
每周股票复盘：永辉超市（601933）仲裁获裁决支持
红旗连锁(002697.SZ)：永辉超市拟减持不超3%股份
智通财经 · 05-06
红旗连锁(002697.SZ)：永辉超市拟减持不超3%股份
股市必读：新发布《关于永辉超市股份有限公司申请向特定对象发行股票的审核问询函的回复》
证券之星 · 05-06
股市必读：新发布《关于永辉超市股份有限公司申请向特定对象发行股票的审核问询函的回复》
每周股票复盘：永辉超市（601933）拟募资31.14亿用于门店升级
证券之星 · 05-02
每周股票复盘：永辉超市（601933）拟募资31.14亿用于门店升级
永辉超市（601933）披露向特定对象发行股票审核问询函回复专项说明，4月30日股价上涨0.52%
证券之星 · 04-30
永辉超市（601933）披露向特定对象发行股票审核问询函回复专项说明，4月30日股价上涨0.52%
“胖改”两年，对于永辉超市还需关注哪三个问题？
蓝鲸财经 · 04-27
“胖改”两年，对于永辉超市还需关注哪三个问题？
山姆的挑战者，一年亏了25亿
有意思报告 · 04-25
山姆的挑战者，一年亏了25亿
永辉超市发布“十大健康场景”战略
新浪财经 · 04-24
永辉超市发布“十大健康场景”战略
山西证券：给予永辉超市增持评级
证券之星 · 04-22
山西证券：给予永辉超市增持评级
五年亏120亿，一季度刚盈利，负债率仍超93%，永辉超市的“胖改”翻到哪一页了？
蓝鲸财经 · 04-22
五年亏120亿，一季度刚盈利，负债率仍超93%，永辉超市的“胖改”翻到哪一页了？
五年亏120亿，一季度刚盈利，负债率仍超93%，永辉超市的“胖改”翻到哪一页了？
证券之星 · 04-21
五年亏120亿，一季度刚盈利，负债率仍超93%，永辉超市的“胖改”翻到哪一页了？
“胖改”加速，永辉超市亏损扩大七成
国际金融报 · 04-20
“胖改”加速，永辉超市亏损扩大七成
永辉扭亏，一季度净赚2.87亿！什么信号？
蓝鲸财经 · 04-20
永辉扭亏，一季度净赚2.87亿！什么信号？
“胖改”之后，永辉还是亏掉25.52亿
凤凰网港股 · 04-17
“胖改”之后，永辉还是亏掉25.52亿
关店瘦身至392家，永辉超市一季度盈利同比增长94.4%
蓝鲸财经 · 04-17
关店瘦身至392家，永辉超市一季度盈利同比增长94.4%
永辉超市副总裁兼财务总监吴凯之辞职 陈均任财务总监
雷递网 · 04-17
永辉超市副总裁兼财务总监吴凯之辞职 陈均任财务总监
A股公告精选 | 永辉超市(601933.SH)一季度净利增长超90% 佰维存储(688525.SH)多名股东拟减持股份
智通财经网 · 04-16
A股公告精选 | 永辉超市(601933.SH)一季度净利增长超90% 佰维存储(688525.SH)多名股东拟减持股份
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公司概况
公司名称：
永辉超市股份有限公司
所属行业：
零售业
上市日期：
2010-12-15
主营业务：
永辉超市股份有限公司的主营业务是通过线下门店端+线上出售精选商品。公司的主要产品是生鲜及加工、食品用品（含服装）、租赁及其他。截至2025年12月31日，永辉超市在全国共计403家门店，业务覆盖24个省市；位居中国超市百强前五。
发行价格：
23.98
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16.43%，叠加归母净利润扭亏为盈，现金流质量有向好发展的趋势。","market":"sh","thumbnail":"","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://www.lanjinger.com/d/1778840612230556197","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":"lanjinger_stock","symbols":["601933"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636301870","title":"股市必读：永辉超市（601933）今年截至5月15日累计跌幅已超20%","url":"https://stock-news.laohu8.com/highlight/detail?id=2636301870","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636301870?lang=zh_cn&edition=full","pubTime":"2026-05-18 01:00","pubTimestamp":1779037241,"startTime":"0","endTime":"0","summary":"截至2026年5月15日收盘，永辉超市报收于3.66元，下跌2.4%，换手率1.16%，成交量104.86万手，成交额3.85亿元。交易信息汇总股价提醒5月15日永辉超市收盘报3.66元，跌2.4%，当日成交1.05亿元。该股已连续6日下跌，2026年累计跌幅20.01%。前10个交易日主力资金累计净流出3.42亿元，股价累计下跌4.12%；融资余额累计减少4639.73万元，融券余量累计增加17.77万股。","market":"sh","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/RB2026051800000431.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0183","BK0209","601933","BK0170","BK0077","BK0196"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634831297","title":"金龙鱼：公司积极与胖东来、永辉等商超合作，推出了油、米、面、调味品等多样化的产品","url":"https://stock-news.laohu8.com/highlight/detail?id=2634831297","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634831297?lang=zh_cn&edition=full","pubTime":"2026-05-12 18:00","pubTimestamp":1778580026,"startTime":"0","endTime":"0","summary":"证券之星消息，金龙鱼(300999)05月12日在投资者关系平台上答复投资者关心的问题。投资者提问：1，胖东来、永辉等商超，利用渠道优势，推出自己的米面油品牌，特别是油，商业模式从长远看，这是否意味着，发生较大变化，构成加剧竞争之势？金龙鱼回复：您好！公司积极与胖东来、永辉等商超合作，推出了油、米、面、调味品等多样化的产品。谢谢！以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","market":"sh","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/RB2026051200030730.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":["BK0077","BK0196","BK0209","300999","BK0183","BK0170","601933","BK0238"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634414875","title":"每周股票复盘：永辉超市（601933）仲裁获裁决支持","url":"https://stock-news.laohu8.com/highlight/detail?id=2634414875","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634414875?lang=zh_cn&edition=full","pubTime":"2026-05-10 02:09","pubTimestamp":1778350150,"startTime":"0","endTime":"0","summary":"截至2026年5月8日收盘，永辉超市报收于3.77元，较上周的3.84元下跌1.82%。本周，永辉超市5月6日盘中最高价报3.84元。本周关注点公司公告汇总：永辉超市就大连御锦未支付股份转让款提起仲裁，已获上海国际经济贸易仲裁委员会终局裁决支持。公司公告汇总永辉超市股份有限公司作为申请人，就大连御锦贸易有限公司未支付剩余股份转让价款人民币3,639,089,070.93元及相关违约金等费用事项提起仲裁。","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":"https://stock.stockstar.com/RB2026051000000701.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["601933","BK0209","BK0196","BK0077","BK0170","BK0183"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633135290","title":"红旗连锁(002697.SZ)：永辉超市拟减持不超3%股份","url":"https://stock-news.laohu8.com/highlight/detail?id=2633135290","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2633135290?lang=zh_cn&edition=full","pubTime":"2026-05-06 20:59","pubTimestamp":1778072341,"startTime":"0","endTime":"0","summary":"智通财经APP讯，红旗连锁(002697.SZ)发布公告，公司股东永辉超市股份有限公司(简称“永辉超市”)拟通过集中竞价减持所持公司股份不超过1360万股，占公司总股本比例不超过1%;拟通过大宗交易方式减持所持有的公司股份不超过2720万股，占公司总股本比例不超过2%。","market":"sh","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://www.zhitongcaijing.com/content/detail/1438752.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK0093","BK0183","BK0077","BK0016","BK0165","601933","002697","BK0170","BK0209","BK0028","BK0196"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633928630","title":"股市必读：新发布《关于永辉超市股份有限公司申请向特定对象发行股票的审核问询函的回复》","url":"https://stock-news.laohu8.com/highlight/detail?id=2633928630","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2633928630?lang=zh_cn&edition=full","pubTime":"2026-05-06 02:30","pubTimestamp":1778005834,"startTime":"0","endTime":"0","summary":"永辉超市拟向特定对象发行股票，募集资金总额不超过311,386.04万元，用于门店升级改造、物流仓储升级改造及补充流动资金或偿还银行贷款。该事项已获董事会及股东大会审议通过，尚需上交所审核及中国证监会注册。因披露2025年年度报告，公司已对《2025年度向特定对象发行A股股票募集说明书》等申请文件进行更新，形成修订稿。本次发行尚需上交所审核通过并获得中国证监会注册同意，存在不确定性。","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":"https://stock.stockstar.com/RB2026050600000770.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":["BK0183","BK0196","BK0170","BK0077","BK0209","601933"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2632615644","title":"每周股票复盘：永辉超市（601933）拟募资31.14亿用于门店升级","url":"https://stock-news.laohu8.com/highlight/detail?id=2632615644","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2632615644?lang=zh_cn&edition=full","pubTime":"2026-05-02 03:09","pubTimestamp":1777662550,"startTime":"0","endTime":"0","summary":"截至2026年4月30日收盘，永辉超市报收于3.84元，较上周的3.78元上涨1.59%。本周，永辉超市4月30日盘中最高价报3.89元。永辉超市当前最新总市值348.48亿元，在一般零售板块市值排名3/59，在两市A股市值排名614/5200。来自业绩披露要点：永辉超市2025年度归属于母公司股东的净亏损为25.52亿元，持续经营能力存在重大不确定性。永辉超市拟向特定对象发行A股股票，募集资金总额不超过311,386.04万元，用于门店升级改造、物流仓储升级改造及补充流动资金或偿还银行贷款。","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":"https://stock.stockstar.com/RB2026050200000642.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0183","601933","BK0077","BK0170","BK0209","BK0196"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2631559446","title":"永辉超市（601933）披露向特定对象发行股票审核问询函回复专项说明，4月30日股价上涨0.52%","url":"https://stock-news.laohu8.com/highlight/detail?id=2631559446","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2631559446?lang=zh_cn&edition=full","pubTime":"2026-04-30 22:06","pubTimestamp":1777557986,"startTime":"0","endTime":"0","summary":"截至2026年4月30日收盘，永辉超市报收于3.84元，较前一交易日上涨0.52%，最新总市值为348.48亿元。近日，永辉超市披露《关于对永辉超市股份有限公司向特定对象发行股票申请文件的审核问询函回复的专项说明》。公告显示，安永华明会计师事务所对永辉超市向特定对象发行股票的审核问询函进行回复，说明了公司报告期内营业收入持续下降、连续亏损的原因，主要因闭店及战略转型导致。","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/RB2026043000068352.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["601933","BK0170","BK0196","BK0183","BK0077","BK0209"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2630353032","title":"“胖改”两年，对于永辉超市还需关注哪三个问题？","url":"https://stock-news.laohu8.com/highlight/detail?id=2630353032","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2630353032?lang=zh_cn&edition=full","pubTime":"2026-04-27 10:24","pubTimestamp":1777256676,"startTime":"0","endTime":"0","summary":"在过去近两年里，永辉超市也对标胖东来推进“胖改”转型，实际成效究竟如何？2025年作为永辉“胖改”的第二个年头，从财报数据来看，公司经营状况并未改善，亏损规模反而进一步扩大。永辉超市在年报中表示，短期的财务阵痛是因为深度的战略和经营模式转型。财务结构持续变化，让永辉超市的经营风险不断攀升。相较而言，永辉超市似乎有些掉队。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/1776676769195786354","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":"lanjinger_stock","symbols":["BK0170","BK0209","BK0196","BK0183","601933","BK0077"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2630876170","title":"山姆的挑战者，一年亏了25亿","url":"https://stock-news.laohu8.com/highlight/detail?id=2630876170","media":"有意思报告","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2630876170?lang=zh_cn&edition=full","pubTime":"2026-04-25 09:00","pubTimestamp":1777078810,"startTime":"0","endTime":"0","summary":"“胖改”1年半后，永辉超市亏得更多了，整个2025年，它的净利润亏损超过25亿元，比前一年还多了10.87亿元。数据显示，2025年，永辉超市营收535.08亿元，下降20.82%；归母净利润亏损25.52亿元，下降74.17%。这已经是永辉超市自2021年以来的连续第5年亏损，累计亏损已经超过百亿元。一季度财报显示，永辉超市营收133.67亿元，同比下降23.53%；归母净利润约2.87亿元，同比增长94.40%。","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://tech.ifeng.com/c/8saFsVIZMRZ","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"fenghuang_stock","symbols":["MNSO","BK0183","BK0077","BK0170","BK0196","BK4505","601933","BK4114","LU0274383008.USD","LU1046422090.SGD","BK4220","BK4585","BK0209","BK4588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629281146","title":"永辉超市发布“十大健康场景”战略","url":"https://stock-news.laohu8.com/highlight/detail?id=2629281146","media":"新浪财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629281146?lang=zh_cn&edition=full","pubTime":"2026-04-24 17:14","pubTimestamp":1777022040,"startTime":"0","endTime":"0","summary":"4月24日下午消息，永辉超市调改第二阶段“十大健康场景”战略发布。据介绍，福州奥体店是永辉超市调改第二阶段的核心标杆，该店围绕“十大健康场景”进行深度场景化打造，例如，轻食能量站满足年轻客群健康需求，海味厨房实现水产现场烹饪。结合消费需求，全国门店将打造商品特色鲜明的“十大健康场景”，以优质供给激活消费潜力。 此外，为抢滩“五一”消费，永辉超市推出2026年熟食小龙虾季新虾上市。","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://finance.sina.com.cn/2026-04-24/doc-inhvqwcy7951216.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":["BK0183","BK0077","BK0170","BK0196","601933","BK0209"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629048313","title":"山西证券：给予永辉超市增持评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2629048313","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629048313?lang=zh_cn&edition=full","pubTime":"2026-04-22 19:07","pubTimestamp":1776856063,"startTime":"0","endTime":"0","summary":"山西证券股份有限公司王冯,孙萌近期对永辉超市进行研究并发布了研究报告《调改门店数量达327家，2026Q1单季度实现盈利》，给予永辉超市增持评级。2026Q1，公司销售毛利率为22.77%，同比提升1.27pct。同时供应链改革初见成效，随着商品力的提升以及自有品牌销售占比逐步增加，公司毛利率同环比均实现提升，业绩扭亏为盈。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5家，增持评级5家；过去90天内机构目标均价为5.16。","market":"fut","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/RB2026042200046414.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["002500","601933"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629091204","title":"五年亏120亿，一季度刚盈利，负债率仍超93%，永辉超市的“胖改”翻到哪一页了？","url":"https://stock-news.laohu8.com/highlight/detail?id=2629091204","media":"蓝鲸财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629091204?lang=zh_cn&edition=full","pubTime":"2026-04-22 13:49","pubTimestamp":1776836948,"startTime":"0","endTime":"0","summary":"文｜证券之星 吴凡永辉超市近日披露了“胖改”转型期内的2025年全年财报。2025年，永辉超市规模化调改持续提速。截至2025年末，永辉超市门店数量已由2024年末的775家大幅缩减至403家。负债率超90%，财务健康亮红灯与季度盈利表现形成强烈反差的，是永辉超市在资产负债端面临的严峻考验。面对资金压力，永辉超市展开了一系列自救举措。而在追讨外部欠款方面，永辉超市于近日迎来重大进展。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/1776738180176842029","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"lanjinger_stock","symbols":["BK0209","BK0196","BK0077","BK0183","BK0170","601933"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629370597","title":"五年亏120亿，一季度刚盈利，负债率仍超93%，永辉超市的“胖改”翻到哪一页了？","url":"https://stock-news.laohu8.com/highlight/detail?id=2629370597","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629370597?lang=zh_cn&edition=full","pubTime":"2026-04-21 10:20","pubTimestamp":1776738016,"startTime":"0","endTime":"0","summary":"证券之星 吴凡永辉超市近日披露了“胖改”转型期内的2025年全年财报。2025年，永辉超市规模化调改持续提速。截至2025年末，永辉超市门店数量已由2024年末的775家大幅缩减至403家。负债率超90%，财务健康亮红灯与季度盈利表现形成强烈反差的，是永辉超市在资产负债端面临的严峻考验。面对资金压力，永辉超市展开了一系列自救举措。而在追讨外部欠款方面，永辉超市于近日迎来重大进展。","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":"https://stock.stockstar.com/SS2026042100019698.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0077","BK0196","BK0170","601933","BK0209","BK0183"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2628721778","title":"“胖改”加速，永辉超市亏损扩大七成","url":"https://stock-news.laohu8.com/highlight/detail?id=2628721778","media":"国际金融报","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2628721778?lang=zh_cn&edition=full","pubTime":"2026-04-20 22:29","pubTimestamp":1776695340,"startTime":"0","endTime":"0","summary":"一边加速门店调改，一边关掉低效关店，“断臂求生”的永辉超市去年亏损扩大七成。水芙蓉/摄加速学习胖东来、密集落地门店调改，是永辉超市业绩下滑、亏损加剧的主要原因。2025年年初确定“品质零售”的战略路线后，永辉超市加快门店调改步伐，截至年底共完成315家门店调改，并主动关闭381家尾部低效门店。将时间线拉长，永辉超市已连续亏损5年，2021年至2025年累计亏损额达142亿元。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/wm/2026-04-20/doc-inhvehiw6773506.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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15:29","pubTimestamp":1776670194,"startTime":"0","endTime":"0","summary":"4月16日，永辉超市发布2025年业绩报告及2026年一季度财报。财报显示，2025年全年永辉超市实现营收535.08亿元，同比大跌20.82%；净亏损25.52亿元，亏损幅度同比扩大74.2%，较上年同期增加亏损10.87亿元。永辉的亏损，是一场长达五年的深度考验。进入2026年第一季度，净利润转正是一个较为良好的信号。早在4月14日，永辉超市发布公告称，公司已收到上海国际经济贸易仲裁委员会的终局裁决书。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/1776645482471615321","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"lanjinger_stock","symbols":["BK0170","BK0077","BK0196","601933","BK0183","BK0209"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2628056782","title":"“胖改”之后，永辉还是亏掉25.52亿","url":"https://stock-news.laohu8.com/highlight/detail?id=2628056782","media":"凤凰网港股","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2628056782?lang=zh_cn&edition=full","pubTime":"2026-04-17 19:37","pubTimestamp":1776425873,"startTime":"0","endTime":"0","summary":"全年营收535.08亿元，同比大跌20.82%；净亏损25.52亿元，亏损幅度同比扩大74.2%。这一年，永辉首次陷入年度亏损的困境，一年就亏掉了39.44亿元。从2020年开始，永辉超市的营收一路下跌，从932亿元跌至2025年的535亿，规模近乎腰斩。其实，在启动“胖改”之前，永辉已经做过不少尝试。截至一季度末，永辉累计淘汰的低效门店已经达到626家，门店数量从2025年初的775家，缩减到了392家，近乎腰斩。","market":"sh","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.ifeng.com/c/8sP4QswVDhR","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK0170","601933","BK0183","BK0196","BK0209","BK0077"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2628277298","title":"关店瘦身至392家，永辉超市一季度盈利同比增长94.4%","url":"https://stock-news.laohu8.com/highlight/detail?id=2628277298","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2628277298?lang=zh_cn&edition=full","pubTime":"2026-04-17 18:09","pubTimestamp":1776420587,"startTime":"0","endTime":"0","summary":"文｜《科创板日报》永辉超市今晚披露发布了2025年年度报告及2026年一季度业绩报告。进入2026年一季度，业绩呈现“营收降、利润升”的分化格局：当期实现营收133.67亿元，同比下降23.53%；归属上市公司股东净利润达2.87亿元，同比激增94.4%。数据显示，截至2024年末，永辉在全国29个省市的门店数量为775家，而到2025年末已降至403家，一年间门店数量近乎腰斩。在张伟荣看来，对永辉自身而言，此次盈利增长，标志着五年转型取得阶段性成果。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/2346752","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"lanjinger_stock","symbols":["BK0170","BK0183","BK0209","BK0196","601933","BK0077"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2628294652","title":"永辉超市副总裁兼财务总监吴凯之辞职 陈均任财务总监","url":"https://stock-news.laohu8.com/highlight/detail?id=2628294652","media":"雷递网","labels":["executive"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2628294652?lang=zh_cn&edition=full","pubTime":"2026-04-17 10:59","pubTimestamp":1776394788,"startTime":"0","endTime":"0","summary":"永辉超市股份有限公司（简称：“永辉超市”，601933.SH）昨日发布公告，宣布董事会于2026 年4 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