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recently, in a video circulated online, yu donglai, chairman of xuchang pangdonglai trading group co., ltd. (hereinafter referred to as "xuchang pangdonglai"), said: "at the latest by the end of october, or at the end of september if it is faster, we will withdraw our troops and will not adjust or restructure any enterprises."

according to dahe daily, on september 25, the reporter verified that the video came from the relevant content of the second session of the 2024 lianshang ceo class released by the official account "pang donglai trading group" in june this year. on the same day, the reporter called the official phone number of xuchang pang donglai, and the staff who answered the phone affirmed the matter, saying that this year's adjustment will be completed at the end of september and early october, and there will be no more adjustments this year, "because we still have our own stores, we have drawn people from our own stores to help (adjustment), and we must also ensure the normal rest of these drawn personnel, and arrange for them to take vacations later."

as for whether xuchang pangdonglai will arrange adjustment and reform assistance for other enterprises next year and beyond, the other party replied: "we will see the situation in the future. this is not certain now."

in the video, yu donglai said: "this year is a year of dedication. next year, we will resolutely return to normal. at the latest by the end of october, or by the end of september if it is faster, we will withdraw our troops and adjust the companies. no one will be adjusted. i have told you all the methods, you can learn them by yourselves. i can tell you all the technologies you want to learn, but don't let me go to your company again."

previously, many stores under yonghui supermarket, bubugao supermarket, and zhongbai group had been "dramatically renovated" by pangdonglai.

on june 19, after 19 days of closure for adjustment, pang donglai's first yonghui store in zhengzhou xinwan plaza officially opened. according to dingdian news, the store's first-day sales on that day were 1.88 million yuan, 13.9 times the average daily sales before the adjustment, and the customer flow reached 12,926 people. on the same day, pang donglai's chairman yu donglai also came to the scene.

according to dahe financial cube, after the adjustments to yonghui’s two stores, are there any new assistance plans?

"first, save yonghui. the domestic supermarket industry must move towards healthy development step by step." yu donglai once said that after the changes in yonghui supermarket, it will catalyze changes in the domestic supermarket industry. for example, people will feel safer and more assured when shopping in this supermarket, which will form a positive benchmark demonstration in the industry of "driving out bad money, letting go of internal competition, and improving services." in the past two years, the domestic supermarket industry has started self-upgrades and capacity reconstruction. pang donglai will do its best to provide support to the industry, including public supply chain, product structure, product classification, etc., to assist the domestic supermarket industry to move towards a bright future of positive development.

since then, yonghui supermarket’s largest shareholder has changed hands.

on the evening of september 23, yonghui superstores and miniso announced separately that juncai international, controlled by miniso, intends to acquire 29.4% of yonghui superstores' equity for 6.27 billion yuan, including 21.1% held by dairy farm co., ltd. and 8.3% held by beijing jingdong century trading co., ltd. after the acquisition, juncai international will become the largest shareholder of yonghui superstores.

according to the shanghai securities news, "yonghui's current price is at its lowest point, and many people don't understand it. if everyone can understand it, i will definitely have no chance." ye guofu, founder and ceo of miniso, said in a telephone communication meeting with investors.

yonghui supermarket was founded in 2001 and listed on the a-share market in 2010. in 2019, yonghui supermarket had 1,440 stores at its peak, but according to its 2023 annual report, the number of yonghui supermarket stores has been reduced to 1,000.

in the first half of 2024, yonghui superstores achieved operating income of 37.779 billion yuan, a year-on-year decrease of 10.11%. net profit attributable to shareholders of listed companies was 275 million yuan, a year-on-year decrease of 26.34%.