阿里巴巴持股7.67%，是洪九果品第三大股东。 作者 | 高远山 编辑丨武丽娟 来源 | 野马财经 4月16日晚间，"水果第一股"洪九果品(6689.HK)突发惊雷：董事长邓洪九、董事江宗英（邓洪九妻子）等6名核心高管因涉嫌骗取贷款及虚开增值税专用 发票被重庆警方立案侦查。 公告显示，自2025年1月6日起公司主要办公场所之一重庆市渝北区东湖南路3号中铁峰汇B座22层被公安机关限制人员出入，公司无法正常办公。公司就 该事件收到的信息有限，该事件对公司的影响和潜在可能性无法预测。 这场震动资本市场的"高管团灭"事件，让这家曾被资本捧上神坛的企业彻底陷入停摆。此前阿里巴巴、深创投、招垦资本等都曾参与洪九果品融资，如今 高管被"一锅端"，背后哪些股东踩雷？ 洪九果品公告显示，公司董事长邓洪九，董事彭何、江宗英、杨俊文、谭波及监事会主席余利霞女士等，目前均已被采取不同刑事强制措施，原因与重庆 市两江新区公安分局就涉嫌骗取贷款及/或虚开增值税专用发票之事项进行的立案侦查相关。 自2024年4月起，为缓解资金压力，邓洪九及其妻子江宗英频繁质押股权，累计质押股份占直接持股的65%，占总股本约14%。但质押融资杯水车薪， 2 ...

被称为"水果第一股"的洪九果品，当前高管被"一锅端"。 4月16日，洪九果品(06689.HK)公告显示，公司最近收到本公司董事长邓洪九、董事彭何、董事江宗 英、董事杨俊文、董事谭波、监事会主席余利霞等本人或家属的通知，彼等目前均已被采取不同刑事强 制措施，原因与重庆市两江新区公安分局就涉嫌骗取贷款及/或虚开增值税专用发票之事项进行的立案 侦查相关。 其中，邓洪九与江宗英为夫妻关系，两人已被列入失信被执行人、限制高消费名单。 值得注意的是，洪九果品至今未刊发2023年、2024年上半年和2024年财报。 此前，核数师认为，洪九果品供应商大多是公司2023年度新增交易方，并无历史交易记录，其中部分该 等供应商的注册资本低于2023年向其支付的预付款项余额。 一家上市公司财务人员向长江商报记者表示，从洪九果品公布的信息来看，该公司存在编造供应商，伪 造单据的问题，属于财务造假和信披违规。 5位执行董事被"一锅端" 4月16日，洪九果品发布公告称，公司最近收到本公司董事长邓洪九、董事彭何、董事江宗英、董事杨 俊文、董事谭波、监事会主席余利霞等本人或家属的通知，彼等目前均已被采取不同刑事强制措施，原 因与重庆市两江新 ...

Core Viewpoint - Chongqing Hongjiu Fruit Co., Ltd. has faced significant turmoil following the criminal detention of its chairman and several executives for loan fraud and tax evasion, leading to operational disruptions and potential financial discrepancies in reported earnings [1][2][6] Company Overview - Chongqing Hongjiu Fruit, founded by Deng Hongjiu, has a history of 36 years in the fruit industry, becoming a notable player with over 200 fruit varieties and a peak wealth of 8.5 billion RMB in 2022 [3][4] - The company went public on the Hong Kong Stock Exchange in September 2022, achieving a market capitalization of 67.1 billion HKD at its peak, with a stock price reaching 41.80 HKD per share [5] Recent Developments - On April 16, 2023, the company announced the criminal detention of its chairman Deng Hongjiu and five other executives, which has led to the restriction of access to its main office and halted normal operations [1][2] - The company has not released its 2023 and 2024 financial reports, with the latest available data showing a revenue of 8.537 billion RMB and a profit of 803 million RMB for the first half of 2023 [6]

记者注意到，2024年3月，洪九果品向供应商预付超40亿元事项遭到毕马威会计师事务所质疑，会计师事务所提出，洪九果品支付巨额预付款的供应商，大 多是2023年新增交易方，且其中部分公司存在注册资本低于公司预付款、三方平台显示社保参保人数为零。洪九果品自此年报难产、股票停牌至今。 4月17日，《每日经济新闻》记者来到重庆市渝北区东湖南路3号中铁峰汇B座进行实地探访，发现洪九果品目前正在准备恢复经营，但公司目前的办公场所 并不在22层，而是在24层。而对于外界期待了解的相关信息或者疑惑，洪九果品方面人士向记者表示，相关情况后续会一步一步地公告出来。 | 庆都兴建筑设计有限公司 ■雍粤厨 | 7-6 重庆中宏工程造价咨询有限责任公司 | | | | | --- | --- | --- | --- | --- | | ■●厨 | 7–7 重庆中宏工程造价咨询有限责任公司 | 11-3 重庆永万科技有限公司 11-4 陕西建华工程项目管理有限公司重庆分公司 | 155 | 18-5 | | | 85 | | | | | 工第二建筑工程有限公司重庆分公司 天都兴建筑设计有限公司 | 8-1 重庆楚江建设工程咨询有限公司 ...

21世纪经济报道记者肖夏 重庆报道 停牌一年多的洪九果品，一纸公告让外界哗然。 4月16日晚，洪九果品发布公告称，公司最近收到董事长邓洪九，董事彭何、江宗英、杨俊文、谭波及监事会主席余利霞等本人或家属的通知，彼等目前均 已被采取不同刑事强制措施，原因与重庆市两江新区公安分局就涉嫌骗取贷款及/或虚开增值税专用发票之事项进行的立案侦查相关。 21世纪经济报道记者4月17日赶往洪九果品重庆总部所在的重庆市渝北区中铁峰汇B座22层。洪九果品此前租用22楼、24楼、25楼三层为办公地。 不过21世纪经济报道记者17日当天赶到现场了解时发现，公告中提及被警方控制的22楼已经人去楼空、无法进入，门外的"洪九果品"标志已经被撕下。从前 台望进去，办公场所内也是明显空置状态，设备、文件悉数被搬走， 仅有"大鹏展翅"木雕还留在前台。 从年初开始，就有洪九果品其他地区的分公司被贴上了封条。不过21世纪经济报道记者在现场看到，重庆办公室门上并未被贴上封条。门口的保安值班表显 示，最晚从4月14日开始，22层就已经处于空置状态，大楼管理方每日会不定期巡逻、清洁。 （重庆渝北中铁峰汇22楼的洪九果品办公地被重庆警方控制，标志已被撕下） ...

4月16日，港股上市公司洪九果品（06689.HK）发布公告称，董事长邓洪九、董事彭何、江宗英、杨俊文、谭波及监事会主席余利霞等6名核心高管，因 涉嫌骗取贷款及虚开增值税专用发票，被重庆市两江新区公安分局采取刑事强制措施。 公告显示，自2025年1月6日起，公司核心办公场所已被公安机关限制出入，导致运营停摆近三个月。这一事件不仅成为港股市场年度最重磅利空，更引发 行业对水果供应链金融风险的深度反思。 事件背后是长达两年的财务危机发酵。早在2024年3月，洪九果品因无法披露2023年财报被港交所停牌，审计师毕马威因质疑其34.2亿元预付款流向背景 存疑的新增供应商而辞任。 2025年1月，公安机关介入调查，最终牵出涉及管理层的系统性违法违规行为。截至公告日，公司累计80条开庭公告、17条法院公告，法定代表人江宗英 已被限制高消费。 崛起之路："水果第一股"的资本神话 洪九果品的发迹史堪称中国水果行业的传奇。创始人邓洪九1987年以重庆朝天门码头"棒棒军"身份起步，2002年创立公司，2011年布局泰国榴莲供应链， 2022年9月以"水果第一股"身份登陆港交所，发行价40港元，市值一度达187亿港元。其成功背后有 ...

洪九果品公告，公司董事长邓洪九、董事彭何、江宗英、杨俊文、谭波及监事会主席余利霞等或其家属 通知，均已被采取不同刑事强制措施，原因与重庆市两江新区公安分局就涉嫌骗取贷款及/或虚开增值 税专用发票之事项进行的立案侦查相关。同时，该事件导致自2025年1月6日起公司主要办公场所之一重 庆市渝北区东湖南路3号中铁峰汇B座22层被公安机关限制人员出入，公司无法正常办公。截至本公告 日期，公司就该事件收到的信息有限，该事件对公司的影响和潜在可能性无法预测。 ...

智通财经APP讯，洪九果品(06689)发布公告，配售协议所载配售的全部先决条件均已获达成(包括联交 所上市委员会批准配售股份上市及买卖)，并已于2024年2月1日完成配售。 公司成功按配售价每股配售股份4.35港元向不少于六名承配人(据董事作出一切合理查询后所深知、尽 悉及确信，彼等或彼等最终实益拥有人并非公司的关连人士)配售合共1.89亿股配售股份，占经配发及 发行的配售股份扩大后的H股数目的约16.63%。紧随配售完成后，概无承配人成为公司主要股东。 配售所得款项净额(经扣除佣金及估计开支后)约8.01亿港元。配售所得款项净额将用于公司以下用途： 约5.6亿港元(70%)用于强化水果供应链;约1.6亿港元(20%)用于偿还有息债务及约8006万港元(10%)用于 补充流动资金及其他一般企业用途。 ...

Financial Performance - In the first half of 2023, the company achieved a revenue of approximately RMB 8,537.5 million, representing a growth of 19.37% compared to RMB 7,152.2 million in the same period last year[6]. - The net profit for the same period was approximately RMB 802.9 million, a decrease of 6.51% from RMB 858.8 million year-on-year[6]. - Revenue increased by 19.37% from approximately RMB 7,152.2 million for the six months ended June 30, 2022, to approximately RMB 8,537.5 million for the six months ended June 30, 2023[22]. - Core fruit products revenue rose by 21.28% from approximately RMB 3,517.4 million to approximately RMB 4,265.8 million, accounting for 49.97% of total revenue[23]. - Sales of brand fruit products increased by 18.33% from approximately RMB 5,297.7 million to approximately RMB 6,268.9 million, representing 73.43% of total revenue[25]. - The gross profit for the same period was RMB 1,312,593 thousand, slightly down from RMB 1,353,376 thousand in 2022, indicating a decrease of about 3.0%[68]. - Operating profit for the six months was RMB 1,004,187 thousand, compared to RMB 1,063,949 thousand in the previous year, reflecting a decline of approximately 5.6%[68]. - The profit before tax decreased to RMB 946,999 thousand from RMB 1,036,493 thousand, a reduction of about 8.6% year-over-year[68]. - The net profit attributable to equity shareholders was RMB 803,669 thousand, down from RMB 857,357 thousand in the same period last year, a decrease of approximately 6.3%[68]. - Basic earnings per share for the six months ended June 30, 2023, was RMB 0.57, down from RMB 0.63 for the six months ended June 30, 2022[35]. Operational Expansion - The company has become the largest fruit distributor in China based on 2022 sales revenue, and remains the largest distributor of Southeast Asian fruits, durians, and imported dragon fruits[6]. - The company has expanded its procurement of durians from Vietnam, which now accounts for 16.90% of its total durian procurement[7]. - The company operates 16 fruit processing plants in Vietnam and Thailand, employing over 400 local team members[7]. - The company is actively collaborating with local governments to establish professional procurement subsidiaries and operational centers in various regions to enhance domestic fruit supply chains[8]. - In the first half of 2023, the company established 24 sales subsidiaries and 60 sorting centers, covering over 300 cities nationwide, enhancing customer service capabilities[10]. - The company plans to expand its upstream procurement network and increase penetration in overseas quality fruit origins, targeting countries like the Philippines and Chile[20]. - The company aims to enhance its sales and distribution network by establishing new sales branches nationwide and focusing on emerging retail channels[20]. Digital Transformation and Supply Chain Management - The company is committed to enhancing its end-to-end supply chain through advanced digitalization strategies[7]. - The company has implemented a digital management system covering the entire business process, improving decision-making efficiency and operational effectiveness[14]. - The company upgraded its IoT equipment for real-time temperature and humidity control, enhancing supply chain risk management and product quality assurance[14]. - The company is focused on digital system upgrades and the development of a global fruit industry internet platform to improve data analysis and decision-making[21]. - The company will enhance internal control management and upgrade financial and contract management systems to support rapid development[21]. Financial Management and Capital Structure - The company is focusing on optimizing cash flow management as it expands its operational scale and market share[6]. - The company reduced the average turnover days of advance payments from 38.3 days at the end of 2022 to 33.4 days, indicating improved operational efficiency[15]. - The net cash outflow from operating activities decreased by 58.42% compared to the same period last year, reflecting continuous improvement in cash flow[15]. - The company is enhancing its capital structure through two rounds of financing, improving its operational capacity and risk resistance[15]. - The company is focusing on optimizing its capital structure to promote sustainable development of its main business[15]. Marketing and Brand Development - Sales revenue from emerging retail channels increased by approximately 40% compared to the same period last year, driven by the growth in the fresh fruit retail market[10]. - Brand fruit sales accounted for 73.43% of total revenue in the first half of 2023, with the "Hong Jiu Tai Hao Chi" brand series generating approximately RMB 2.89 billion, representing 46.15% of brand fruit sales[12]. - The company is actively engaging in brand promotion activities, including the "2023 Durian Freedom Festival," to enhance brand recognition and consumer engagement[13]. - The sales revenue from the company's digital marketing efforts on platforms like Xiaohongshu and Douyin has contributed to increased brand awareness and market presence[13]. Governance and Compliance - The company has adopted the Corporate Governance Code and has complied with all applicable provisions as of June 30, 2023[43]. - The company continues to review its corporate governance practices to meet increasing regulatory requirements and shareholder expectations[43]. - The audit committee is composed of three independent non-executive directors, ensuring effective oversight of financial reporting[47]. - The company has made changes to its board composition, electing a new independent non-executive director and audit committee chair[48]. Share Capital and Ownership Structure - A capitalization issue was approved, resulting in an increase of total shares from 467,368,802 to 1,402,106,406, with 934,737,604 new shares issued[45]. - The company issued a total of 14,294,900 new H shares at a price of HKD 40.00 per share, raising approximately HKD 571.80 million, with net proceeds of HKD 559.13 million after underwriting fees and related expenses[51]. - As of June 30, 2023, the total amount of raised funds used was RMB 509.01 million, with 67.3% allocated to improving the fruit supply chain and 15.8% for brand building and product promotion[52]. - The company has a significant concentration of ownership, with major shareholders holding over 5% of the relevant class of shares[60]. - The ownership structure as of June 30, 2023, highlights the influence of key stakeholders in corporate governance and decision-making processes[60].

Financial Performance - The company's revenue increased by 19.37% from approximately RMB 7,152.2 million for the six months ended June 30, 2022, to approximately RMB 8,537.5 million for the six months ended June 30, 2023[2]. - Gross profit decreased by 3.01% from approximately RMB 1,353.4 million to approximately RMB 1,312.6 million during the same period[2]. - Net profit declined by 6.51% from approximately RMB 858.8 million to approximately RMB 802.9 million[2]. - Total comprehensive income for the period was RMB 809.3 million, down from RMB 860.4 million in the previous year[4]. - The company reported basic and diluted earnings per share of RMB 0.57, down from RMB 0.63 in the previous year[3]. - The company's net profit for the same period was approximately RMB 802.9 million, a decrease of 6.51% compared to RMB 858.8 million in the previous year[34]. - The company's pre-tax profit for the six months ended June 30, 2023, was RMB 57,188 thousand, an increase from RMB 27,456 thousand in the same period of 2022, reflecting a significant rise in financial costs[16]. - The basic earnings per share for the six months ended June 30, 2023, was RMB 803,669 thousand, compared to RMB 857,357 thousand for the same period in 2022, indicating a slight decline[21]. Cash Flow and Assets - Operating cash flow net outflow decreased by 58.42% compared to the same period last year[2]. - The net cash used in operating activities for the six months ended June 30, 2023, was RMB (313,537) thousand, a significant improvement compared to RMB (754,102) thousand for the same period in 2022[9]. - The company's total assets less current liabilities increased to RMB 7,541.9 million from RMB 6,438.9 million[5]. - Current assets increased to RMB 10,985.4 million from RMB 9,480.5 million, driven by an increase in trade and other receivables[5]. - The company's cash and cash equivalents increased by RMB 406,289 thousand for the six months ended June 30, 2023, compared to an increase of RMB 147,162 thousand for the same period in 2022[9]. - Cash and cash equivalents rose significantly from approximately RMB 149.2 million to approximately RMB 556.5 million, while net current assets increased from approximately RMB 6,156.6 million to approximately RMB 7,238.7 million[63]. - Bank loans increased from approximately RMB 2,282.8 million to approximately RMB 2,775.8 million, primarily to fund procurement and expand logistics and supply chain facilities[64]. Shareholder Equity and Dividends - The board of directors has resolved not to recommend the payment of an interim dividend for the six months ended June 30, 2023[2]. - As of June 30, 2023, the company's total equity amounted to RMB 7,490,534 thousand, up from RMB 6,378,138 thousand as of January 1, 2023, reflecting an increase of approximately 17.4%[8]. - The company's equity attributable to shareholders increased to RMB 7,485.7 million from RMB 6,372.6 million[6]. - As of June 30, 2023, the company had issued a total of 1,417,066,406 shares, following a capital increase from reserves and a placement of 14,960,000 new shares[32][33]. Operational Highlights - The company expanded its procurement channels, increasing the share of durian sourced from Vietnam to 16.90% of total durian procurement[35]. - The company established 24 sales subsidiaries and 60 sorting centers, covering over 300 cities nationwide[38]. - Sales revenue from emerging retail channels increased by approximately 40% compared to the previous year[38]. - Brand fruit sales accounted for 73.43% of total revenue in the first half of 2023, with the "Hong Jiu Tai Hao Chi" brand series generating approximately RMB 2.89 billion[39]. - The company is actively responding to the Chinese government's rural revitalization strategy by collaborating with local governments to establish procurement subsidiaries and operational centers[36]. - The company has strengthened its end-to-end digital supply chain, enhancing its competitive advantage in procurement, logistics, and sales[35]. - The company successfully launched the "Hongjiutai Delicious Durian Special Train" in June 2023, enhancing cold chain efficiency and reducing transportation costs for Southeast Asian imported fruits[44]. - The company achieved AEO (Authorized Economic Operator) high-level certification in June 2023, improving customs clearance efficiency and reducing risks in import operations[45]. - The company was awarded the "Top Ten Growth Enterprise Brand Case in Specialty Fruits" at the first China Rural Revitalization Brand Conference, recognizing its role in promoting fruit industry development[47]. Expenses and Costs - Sales cost increased by 24.59% from approximately RMB 5,798.9 million to approximately RMB 7,224.9 million, consistent with the growth in sales scale[53]. - Sales and distribution expenses rose by 22.34% from approximately RMB 99.0 million to approximately RMB 121.1 million, driven by increased employee costs and brand promotion efforts[55]. - Administrative expenses increased slightly from approximately RMB 949 million for the six months ended June 30, 2022, to approximately RMB 950 million for the six months ended June 30, 2023, reflecting a growth of 0.17%[56]. - Trade receivables impairment losses rose significantly by 47.76%, from approximately RMB 1,244 million to approximately RMB 1,838 million, primarily due to increased trade receivables and extended payment cycles caused by COVID-19 and macroeconomic conditions[57]. - Other net income surged by 213.42%, increasing from approximately RMB 304 million to approximately RMB 953 million, mainly due to higher foreign exchange gains and increased government subsidies[58]. - Income tax decreased by 18.92%, from approximately RMB 1,777 million to approximately RMB 1,441 million, aligning with the company's profit scale[60]. Future Plans and Strategies - The company plans to expand its upstream procurement network and enhance penetration rates in overseas markets, targeting countries like the Philippines and Chile[48]. - The company aims to strengthen logistics and warehousing management by collaborating with major shipping companies and ports to develop new logistics channels[49]. - The company will continue to enhance its brand strategy to improve brand awareness and consumer loyalty through optimized marketing and product offerings[49]. - The company is focused on digital system upgrades and the development of a global fruit industry internet platform to enhance data analysis and decision-making capabilities[49]. - The company is optimizing its sales channels by shifting resources towards e-commerce and other growth potential channels, reducing reliance on community group buying due to changing market trends[69]. - The company plans to issue up to 30,487,802 domestic unlisted ordinary shares at a price of RMB 16.40 per share, aiming to raise approximately RMB 500 million to strengthen the fruit supply chain and supplement working capital[68]. Governance and Compliance - The board of directors does not recommend the distribution of an interim dividend for the six months ended June 30, 2023[70]. - The audit committee, consisting of three independent non-executive directors, has reviewed the unaudited consolidated financial statements for the six months ended June 30, 2023[70]. - The company has adhered to the corporate governance code and standard code throughout the reporting period[70]. - The mid-term performance announcement will be published on the Hong Kong Stock Exchange and the company's website[71].