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4月17日晚间,st步步高(002251)正式宣告摘帽。4月18日停牌一天后,4月21日开市起,公司股票撤销“其他风险警示”,股票简称由“ST步步高(维权)”回归“步步高”,证券代码维持“002251”,涨跌幅限制从5%恢复至10%。

天健会计师事务所审计了ST步步高2024年度的财务报表,并出具了标准无保留意见的《审计报告》,至此公司其他风险警示涉及情形已消除。

前述财报显示,ST步步高自2024年启动战略转型与业务重整后经营成果改善。报告期内,公司营收34.31亿元,同比增长11.14%;归母净利润升至12.12亿元,成功扭亏;扣非净利润为-9.78亿元,同比减亏40.07%。

ST步步高经营业绩的修复,得益于司法重整、胖东来调改两大核心战略举措。

一方面,该公司通过司法重整引入17家战略投资人,其中包括4家产业投资人和13家财务投资人,共获得25亿元重整资金,化解债务风险,优化资本结构,为后续发展筑牢财务根基。

另一方面,公司引入胖东来运营模式,深度改造门店与供应链。公司方面提供的数据显示,已调改的13家超市门店销售增长五六倍、客流提升三倍、客单价超100元,验证单店效益提升路径;供应链端强化源头直采,降本增效,提升商品性价比与新鲜度,增强市场竞争力。

在调整之后,ST步步高目前仍保留59家门店,包括27家超市、32家购物中心。其中,超市调改门店生鲜品类毛利率提升至22%,高于行业平均7个百分点;购物中心借“首店经济”,独家品牌占比31%,客单价提升22%。

2025年,ST步步高计划以“品质服务”为核心,构建“商品+服务+体验”价值体系;商品端,在3月已推出自有品牌BL,首批上线6款家庭消费单品,计划一季度推出烘焙、熟食等,目标自有商品销售占比突破15%;服务端,调改门店实施“春节带薪休假”“员工利润共享计划”,2024年一线员工平均薪酬增长40%,超市调改门店员工利润分红超300万元;体验端,调改门店非食品销售占比从32%提升至47%,挖掘体验经济潜力。

分析人士表示,在行业竞争激烈、挑战重重的当下,ST步步高凭借积极引入胖东来模式,大力推进战略革新、区域深耕与品质升级,开辟出一条极具特色的差异化发展道路,有望持续发力,真正成为湖南本地“胖东来”,为消费者带来更多优质体验,为行业发展注入全新活力。

ST步步高目标向打造湖南本地“胖东来”迈进。为此公司已经明确了六大战略方向,其中包括:通过管理引领、员工培训考核与新绩效方案,根植新文化理念;依托“BL”商标与胖东来技术,深化供应链变革;同步开启百货业态门店调改,与超市业态协同驱动业绩提升等。

  FreshPressFarms在美国农场种植其用于制作食用油的所有橄榄、种子和坚果。该公司在自己位于佐治亚州的工厂进行压榨,然后装瓶并分销到全国各地的杂货店。

  理论上讲,这正是美国总统唐纳德·特朗普的美国优先议程旨在帮助的公司类型。该品牌网站宣传其产品如何“自豪地在美国制造”。但其用于包装产品的玻璃瓶却来自其他国家。

  首席执行官FrédéricLebourg正在寻找玻璃瓶的替代供应商,但表示转换至少需要六个月的时间。与此同时,他估计关税将使他的成本增加25万美元——足以迫使他暂停一个本可以在美国创造25个就业机会的制造项目。

  “这将为美国带来更多发展,说起来容易,从长远来看也可能确实如此,“Lebourg在接受采访时表示,他指的是特朗普宣布的对美国许多大型贸易伙伴广泛征收关税的措施。“但短期内这将是极其痛苦的,并迫使像我们这样的人放弃投资项目。”

  虽然白宫和全球金融市场都在关注与陷入特朗普贸易战的数十个国家之间的关税谈判,但美国各地大大小小的企业都已经感受到了关税的压力。

  像FreshPressFarms一样,一些公司暂停招聘和扩张计划,同时制定短期计划应对关税。其他公司正在研究关税如何影响整个供应链,原材料和制成品适用不同的税率。然后,他们必须决定是否应该将这些成本转嫁给客户。

  总而言之,这占用了很多工作时间。

  “任务难以置信的艰巨,”驻纽约的人体工学家具设计公司Humanscale首席执行官BobKing称。“我们的许多运营人员现在都在关注关税。”

  例如,计算一张办公椅的潜在关税可能很快就会变得复杂起来,King说。由于在美国和海外都有生产设施,Humanscale必须首先考虑用于制造椅子各个部件的原材料——主要是铝和钢,细分每个部件的百分比以计算关税。他说,其当前的系统不是为运行这些流程而设计的,确保合规性耗时且繁琐。

  即使在产品最终组装完成后,如果运往加拿大等地仍然可能有额外的关税,关税层层叠加。

  “你不能就这样随意改变供应链,”King说。“这需要数年时间。”

  白宫坚称,企业适应关税过程中经历的暂时性扰动最终将让位于更强劲的增长,并承诺美国投资和制造业将迎来黄金时代。

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