苏宁易购上半年营收186亿：同比降28% 扣非后亏25亿阿里套现近3亿

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雷递网雷建平 8月29日苏宁易购（证券代码：002024 证券简称：ST 易购）日前发布2026年上半年的财报。财报显示，苏宁易购2026年上半年营收为185.5亿，较上年同期的259亿下降28.35%。苏宁易购称，2026年上半年收入同比下降，主要是由于家电补贴政策边际效应递减，并受房地产市场持续低迷拖累、消费意愿不足，同期国补政策利好形成较高基数，同时，公司加快了门店的调整，尤其是绩差店面...

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of the year was 18.6 billion yuan: a year-on-year decrease of 28%, with a loss of 2.5 billion yuan after deducting non-recurring items; Alibaba cashed out nearly 300 million yuan.","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/8f29d1ee073bce8f409581bbb9d90fcf","symbols_score_info":{"ONLN":0.6,"BABU":0.6,"BABA":1.85,"CLIX":0.6,"BBYY":0.6,"BABO":0.6,"ALBmain":0.6,"BABX":0.6,"09988":1.85,"BABW":0.6,"KBAB":0.6,"DRAG":0.6,"BABC":0.6,"002024":1.98},"content_text":"雷递网 雷建平 8月29日苏宁易购（证券代码：002024 证券简称：ST 易购）日前发布2026年上半年的财报。财报显示，苏宁易购2026年上半年营收为185.5亿，较上年同期的259亿下降28.35%。苏宁易购称，2026年上半年收入同比下降，主要是由于家电补贴政策边际效应递减，并受房地产市场持续低迷拖累、消费意愿不足，同期国补政策利好形成较高基数，同时，公司加快了门店的调整，尤其是绩差店面加快置换、关闭，由此带来公司门店销售收入同比有所下滑，二季度调整经营策略，门店收入环比上升2.7%。苏宁易购2026年上半年净利为1.27亿，较上年同期的4869万元增长161%；扣非后净亏损为25.46亿，上年同期的扣非后净亏损为8.65亿元。苏宁易购称，2026年上半年负债总额较期初减少77.38 亿元，资产负债率较期初下降 1.15%。今年以来公司持续推动债务化解工作，包括推进公司及子公司达成债务和解安排；处置客优仕控股等子公司股权；持续推动与房东、供应商、合作伙伴的应付款项的解决，减轻公司债务负担，有效化解风险并稳定公司经营。苏宁易购2026年上半年投资收益同比增187%，主要为报告期内公司推进债务化解工作，实现债务重组收益，以及完成处置子公司等带来的收益。苏宁易购2026年上半年经营活动产生的现金流量净额为16.2亿元。截至报告期末，苏宁易购自营门店数量为731家，其中 Suning Max、Suning Pro 大型体验型门店占比已达19.84%。阿里减持 套现近3亿截至2026年6月30日，苏宁易购创始人张近东持股17.7%，阿里旗下杭州灏月企业管理有限公司持股17.63%，江苏新新零售创新基金二期（有限合伙）持股17.04%，江苏新新零售创新基金（有限合伙）持股5.61%；截至2026年6月30日，苏宁易购股权结构李松强持股为3.5%，苏宁控股集团有限公司持股为2.75%，苏宁电器集团有限公司持股为1.4%，金明持股为1.35%，苏宁易购集团股份有限公司－第五期员工持股计划持股为0.67%，陈金凤持股为0.66%；截至2025年12月31日，张近东控制公司21.85%股权。截至2025年12月31日，阿里旗下杭州灏月企业管理有限公司持股20.09%，苏宁易购创始人张近东持股17.7%，江苏新新零售创新基金二期（有限合伙）持股17.04%，江苏新新零售创新基金（有限合伙）持股5.61%；截至2025年12月31日，苏宁易购股权结构李松强持股为3.6%，苏宁控股集团有限公司持股为2.75%，苏宁电器集团有限公司持股为1.4%，金明持股为1.35%，陈金凤持股为0.78%，苏宁易购集团股份有限公司－第五期员工持股计划持股为0.67%。对比可发现，2026年上半年，杭州灏月持股比例下降2.39个百分点，李松强、陈金凤有小幅减持。苏宁易购在2026年6月曾发布公告称，杭州灏月在2026年3月17日到4月22日减持9,204.3700股，减持均价为1.37元，套现1.26亿元；在4月3日到5月27日减持8,350股，减持均价为1.22元，套现1亿元。由于杭州灏月一共减持了2.39个百分点，这意味着阿里套现套现近3亿元。截至昨日收盘，苏宁易购股价为1.2元，市值为111亿元。————————————雷递由媒体人雷建平创办，若转载请写明来源。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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苏宁易购上半年营收186亿：同比降28% 扣非后亏25亿 阿里套现近3亿

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苏宁易购上半年营收186亿：同比降28% 扣非后亏25亿阿里套现近3亿