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京东跑路、高管离职,永辉超市难了

  • 2025-10-28 19:00:27

永辉超市，正面临多重挑战。
封面 I 永辉超市官网
作者 I 张逸
来源 I TOP电商
4月27日，零售业巨头永辉超市对外宣布了一项重大决策，其董事会审议通过了《关于免去公司高级管理人员的议案》，决定免去吴光旺、林建华两位公司副总裁的职务。
△图源：永辉超市公告
这一决策不仅揭示了公司内部的人事变动，也反映了永辉超市正处于关键的转型期。
公告显示，林建华因健康因素离职，公司对其有其他安排，而吴光旺则因其能力被认为不再适应该职位的要求。
吴光旺作为在永辉超市工作超过15年的资深高管，此番变动令人关注。
资料显示，吴光旺2023年度的税前薪酬高达244.2万元，他的免职或许标志着公司对管理层效能的重新审视和要求提升。
永辉超市解释，鉴于公司正经历转型，基于综合评估，作出了这一决定。
同日，永辉超市还披露了另一重要动向，即出售旗下互联网金融服务平台——永辉云金科技有限公司65%的股权，交易金额为3.36亿元，买家为纽交所上市企业信也科技的关联公司上海派慧科技。
永辉超市保留了剩余35%股权，期望通过此次交易优化资产配置，增强资产运营效率，并预计与新股东的合作将促进永辉云金业务增长。
值得注意的是，吴光旺自2018年起负责永辉云金，其被免职与该业务板块的剥离不无关系。
近年来，永辉超市面临业绩持续下滑的挑战。
公告披露，2023年，公司营业收入降至786.42亿元，同比下降12.71%，净亏损达到13.29亿元，尽管较2022年的27.63亿元有所收窄，但已是连续第三年亏损。
鉴于此，公司决定当年不分红，亦不进行资本公积金转增股本等操作，以集中资源应对当前困境。
△图源：永辉超市官网
永辉超市的困境折射出传统零售业面临的普遍挑战，特别是在电商冲击和消费者行为变化的双重压力下。
京东作为永辉超市的重要股东，其态度亦发生微妙变化。
3月底，京东旗下的宿迁涵邦宣布减持永辉超市不超过1%的股份，这一动作被市场解读为京东可能正在逐步淡出对永辉超市的投资。
△图源：永辉超市公告
京东与永辉超市的合作始于2015年，原旨在加强线下零售布局，尤其是生鲜领域，但永辉超市的持续亏损显然未能满足京东的战略期待。
在阿里巴巴回归电商主业、盒马鲜生传出“卖身”消息的大背景下，京东对实体零售业态的态度似乎更加谨慎。
永辉超市的转型尝试，包括高管调整和资产剥离，能否成功止住亏损趋势，重振业绩，成为业界关注的焦点。
面对新零售时代的竞争，永辉超市的未来路径充满了不确定性，但可以肯定的是，深化转型、提升核心竞争力将是其必须面对的关键任务。
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国家定调:2024年养老金20连涨!工龄25年,养老金3000元/月的退休人员,这次能涨多少?

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  125. /yingpanguazai/ssd/ssd1/www/www.rcgz.com.cn/vendor/topthink/framework/src/think/contract/LogHandlerInterface.php ( 0.86 KB )
  126. /yingpanguazai/ssd/ssd1/www/www.rcgz.com.cn/vendor/topthink/framework/src/think/log/Channel.php ( 3.89 KB )
  127. /yingpanguazai/ssd/ssd1/www/www.rcgz.com.cn/vendor/topthink/framework/src/think/event/LogRecord.php ( 1.02 KB )
  128. /yingpanguazai/ssd/ssd1/www/www.rcgz.com.cn/vendor/topthink/think-helper/src/Collection.php ( 16.47 KB )
  129. /yingpanguazai/ssd/ssd1/www/www.rcgz.com.cn/vendor/topthink/framework/src/think/facade/View.php ( 1.70 KB )
  130. /yingpanguazai/ssd/ssd1/www/www.rcgz.com.cn/vendor/topthink/framework/src/think/View.php ( 4.39 KB )
  131. /yingpanguazai/ssd/ssd1/www/www.rcgz.com.cn/vendor/topthink/framework/src/think/Response.php ( 8.81 KB )
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  133. /yingpanguazai/ssd/ssd1/www/www.rcgz.com.cn/vendor/topthink/framework/src/think/Cookie.php ( 6.06 KB )
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  137. /yingpanguazai/ssd/ssd1/www/www.rcgz.com.cn/vendor/topthink/think-template/src/template/driver/File.php ( 2.41 KB )
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  1. CONNECT:[ UseTime:0.001160s ] mysql:host=127.0.0.1;port=3306;dbname=rcgz;charset=utf8mb4
  2. SHOW FULL COLUMNS FROM `fenlei` [ RunTime:0.001397s ]
  3. SELECT * FROM `fenlei` WHERE `fid` = 0 [ RunTime:0.000680s ]
  4. SELECT * FROM `fenlei` WHERE `fid` = 1 [ RunTime:0.000671s ]
  5. SELECT * FROM `fenlei` WHERE `fid` = 3 [ RunTime:0.000605s ]
  6. SELECT * FROM `fenlei` WHERE `fid` = 4 [ RunTime:0.000622s ]
  7. SELECT * FROM `fenlei` WHERE `fid` = 5 [ RunTime:0.000636s ]
  8. SELECT * FROM `fenlei` WHERE `fid` = 6 [ RunTime:0.000684s ]
  9. SELECT * FROM `fenlei` WHERE `fid` = 7 [ RunTime:0.000613s ]
  10. SELECT * FROM `fenlei` WHERE `fid` = 37 [ RunTime:0.000620s ]
  11. SHOW FULL COLUMNS FROM `article` [ RunTime:0.001422s ]
  12. SELECT * FROM `article` WHERE `id` = 242095 LIMIT 1 [ RunTime:0.002959s ]
  13. UPDATE `article` SET `lasttime` = 1761928915 WHERE `id` = 242095 [ RunTime:0.005179s ]
  14. SELECT * FROM `fenlei` WHERE `id` = 5 LIMIT 1 [ RunTime:0.000626s ]
  15. SELECT * FROM `article` WHERE `id` < 242095 ORDER BY `id` DESC LIMIT 1 [ RunTime:0.001171s ]
  16. SELECT * FROM `article` WHERE `id` > 242095 ORDER BY `id` ASC LIMIT 1 [ RunTime:0.001391s ]
  17. SELECT * FROM `article` WHERE `id` < 242095 ORDER BY `id` DESC LIMIT 10 [ RunTime:0.027768s ]
  18. SELECT * FROM `article` WHERE `id` < 242095 ORDER BY `id` DESC LIMIT 10,10 [ RunTime:0.020756s ]
  19. SELECT * FROM `article` WHERE `id` < 242095 ORDER BY `id` DESC LIMIT 20,10 [ RunTime:0.064470s ]
0.302198s