Group 1 - The retail sector is experiencing a rebound, with Shanghai Jiubai achieving three consecutive trading limits in four days [1] - Other companies such as Dongbai Group, Zhongxing Commercial, Zhejiang Dongri, and Zhongbai Group are also seeing stock price increases [1]

浙江天册律师事务所 关于 《浙江东日股份有限公司收购报告书》之 法律意见书 浙江省杭州市杭大路 1 号黄龙世纪广场 A 座 11 楼 310007 电话：0571-87901111 传真：0571-87901500 | | | 法律意见书 释 义 在本法律意见书中，除非文意另有所指，下列词语具有下述涵义： | 本所/天册 | 指 | 浙江天册律师事务所（特殊普通合伙） | | --- | --- | --- | | 温州国投公司/公司/收 | 指 | 温州市国有资本投资运营有限公司 | | 购人 | | | | 浙江东日/上市公司 | 指 | 浙江东日股份有限公司 | | 温州市国资委 | 指 | 温州市人民政府国有资产监督管理委员会 | | 浙江省财开公司 | 指 | 浙江省财开集团有限公司 | | 温州现代集团 | 指 | 温州市现代服务业发展集团有限公司 | | 温州东方集团 | 指 | 温州东方集团有限公司 | | 本次收购 | 指 | 温州国投公司通过国有股权无偿划转的方式受 让温州市国资委持有的温州现代集团 90%股 权，浙江省财开公司持有的温州现代集团 10% | | | | 股权，从而间接持有 ...

浙江天册律师事务所 关于 温州市国有资本投资运营有限公司 免于发出要约事宜之 法律意见书 法律意见书 编号：TCYJS2025H2209 号 致：温州市国有资本投资运营有限公司 浙江省杭州市杭大路 1 号黄龙世纪广场 A 座 11 楼 310007 电话：0571-87901111 传真：0571-87901500 法律意见书 浙江天册律师事务所 关于温州市国有资本投资运营有限公司 免于发出要约事宜之 浙江天册律师事务所（以下简称"本所"或"天册"）接受温州市国有资本 投资运营有限公司（以下简称"温州国投公司""公司"或"收购人"）的委托， 根据《中华人民共和国证券法》《上市公司收购管理办法》（以下简称"《收购 管理办法》"）等法律、法规及规范性文件的规定，按照律师行业公认的业务标 准、道德规范和勤勉尽责精神，就温州国投公司通过国有股权无偿划转的方式受 让温州市人民政府国有资产监督管理委员会（以下简称"温州市国资委"）持有 的温州市现代服务业发展集团有限公司（以下简称"温州现代集团"）90%股权， 浙江省财开集团有限公司（以下简称"浙江省财开公司"）直接持有的温州现代 集团 10%股权，从而通过温州现代集团及 ...

证券简称：浙江东日 证券代码：600113 浙江东日股份有限公司 收购报告书 收购人： 温州市国有资本投资运营有限公司 住所及通讯地址： 浙江省温州市海事路17号 签署日期：二零二五年十二月 1 上市公司名称： 浙江东日股份有限公司 股票上市地点： 上海证券交易所 股票简称： 浙江东日 股票代码： 600113 浙江东日股份有限公司收购报告书 收购人声明 一、本报告书系收购人依据《中华人民共和国证券法》《上市公司收购管理 办法》《公开发行证券的公司信息披露内容与格式准则第16号——上市公司收 购报告书》及其他相关法律、法规及部门规章的有关规定编写。 二、依据《中华人民共和国证券法》《上市公司收购管理办法》《公开发行 证券的公司信息披露内容与格式准则第16号——上市公司收购报告书》的规定， 本报告书已全面披露了收购人在浙江东日股份有限公司拥有权益的股份。截至本 报告书签署日，除本报告书披露的持股信息外，收购人没有通过任何其他方式在 浙江东日股份有限公司拥有权益。 | 附表： 39 | | --- | 三、收购人签署本报告书已获得必要的授权和批准，其履行亦不违反收购人 章程或内部规则中的任何条款，或与之相冲突。 ...

证券简称：浙江东日 证券代码：600113 浙江东日股份有限公司 收购报告书摘要 签署日期：二零二五年十二月 上市公司名称： 浙江东日股份有限公司 股票上市地点： 上海证券交易所 股票简称： 浙江东日 股票代码： 600113 收购人名称： 温州市国有资本投资运营有限公司 住所及通讯地址： 浙江省温州市海事路17号 浙江东日股份有限公司收购报告书摘要 收购人声明 一、本报告书摘要系收购人依据《中华人民共和国证券法》《上市公司收购 管理办法》《公开发行证券的公司信息披露内容与格式准则第16号——上市公 司收购报告书》及其他相关法律、法规及部门规章的有关规定编写。 二、依据《中华人民共和国证券法》《上市公司收购管理办法》《公开发行 证券的公司信息披露内容与格式准则第16号——上市公司收购报告书》的规定， 本报告书摘要已全面披露了收购人在浙江东日股份有限公司拥有权益的股份情 况。截至本报告书摘要签署日，除本报告书摘要披露的持股信息外，收购人没有 通过任何其他方式在浙江东日股份有限公司拥有权益。 三、收购人签署本报告书摘要已获得必要的授权和批准，其履行亦不违反收 购人章程或内部规则中的任何条款，或与之相冲突。 四、根 ...

Core Viewpoint - The acquisition of 100% equity of Wenzhou Modern Service Industry Development Group Co., Ltd. by Wenzhou State-owned Capital Investment Operation Co., Ltd. through a non-compensatory transfer of state-owned equity results in an indirect holding of 48.15% shares in Zhejiang Dongri, which meets the exemption criteria for mandatory tender offers under the regulations [1] Group 1 - Wenzhou State-owned Capital Investment Operation Co., Ltd. has acquired 100% equity of Wenzhou Modern Service Industry Development Group Co., Ltd. [1] - The acquisition was approved by government or state asset management departments as a non-compensatory transfer of state-owned assets [1] - Following the acquisition, the controlling shareholder of Zhejiang Dongri remains Wenzhou Dongfang Group Co., Ltd., and the actual controller continues to be the Wenzhou Municipal Government State-owned Assets Supervision and Administration Commission [1]

Company Overview - Zhejiang Dongri's stock price reached a historical high, increasing by 5.55% to 67.30 yuan, with a trading volume of 3.579 million shares and a transaction value of 244 million yuan, resulting in a turnover rate of 0.87% [2] - The company's latest A-share total market capitalization is 28.345 billion yuan, while the circulating market capitalization is 27.689 billion yuan [2] Industry Performance - The retail trade industry, to which Zhejiang Dongri belongs, has an overall increase of 1.87%, with 83 stocks rising and 4 stocks, including Eurasia Group and Baida Group, hitting the daily limit [2] - Conversely, 13 stocks in the industry experienced declines, with the largest drops seen in *ST Huke, Nanjing Business Travel, and New Xunda, with declines of 4.97%, 2.59%, and 2.43% respectively [2] Financial Performance - According to the company's Q3 report, it achieved a total operating revenue of 558 million yuan in the first three quarters, representing a year-on-year growth of 2.66% [2] - The net profit for the same period was 115 million yuan, reflecting a year-on-year increase of 9.13%, with basic earnings per share at 0.2700 yuan and a weighted average return on equity of 4.52% [2] Margin Trading Data - As of December 15, the latest margin trading balance for the company is 1.459 billion yuan, with a financing balance of 1.459 billion yuan, showing an increase of 5.5583 million yuan over the past 10 days, which is a 0.38% increase [2]

Core Insights - The prepared food concept index rose by 1.22%, ranking 7th among concept sectors, with 73 stocks increasing in value, including Zhejiang Dongri and Guangbai Co., which hit the daily limit [1] - Major gainers in the sector included Guoguang Chain, Tiankang Biological, and Haixin Food, with respective increases of 6.27%, 5.76%, and 5.44% [1] - The sector saw a net inflow of 143 million yuan from main funds, with 47 stocks receiving net inflows, and five stocks exceeding 30 million yuan in net inflow [2] Prepared Food Sector Performance - The top stocks in the prepared food sector based on net inflow included Guangbai Co. with 117 million yuan, followed by Zhejiang Dongri with 74.75 million yuan, and Guoguang Chain with 55.45 million yuan [2][3] - The net inflow ratios for Guangbai Co., Zhejiang Dongri, and Guoguang Chain were 28.32%, 13.06%, and 10.84% respectively, indicating strong investor interest [3] Market Trends - The overall market saw various concept sectors performing differently, with dairy and beer concepts gaining 4.00% and 1.70% respectively, while AI-related sectors experienced declines [2] - The prepared food sector's performance reflects a growing consumer interest in convenience foods, as indicated by the positive stock movements and significant fund inflows [1][2]

Market Overview - The general retail sector increased by 2.74% on December 15, with Hongqi Chain leading the gains [1] - The Shanghai Composite Index closed at 3867.92, down 0.55%, while the Shenzhen Component Index closed at 13112.09, down 1.1% [1] Top Performers in General Retail Sector - Hongqi Chain (002697) closed at 6.23, up 10.07% with a trading volume of 2.05 million shares and a transaction value of 1.256 billion [1] - Quanxinhao (000007) closed at 11.61, up 10.05% with a trading volume of 345,100 shares and a transaction value of 394 million [1] - Baida Group (600865) closed at 13.07, up 10.02% with a trading volume of 646,300 shares and a transaction value of 817 million [1] - Other notable gainers include Zhejiang Dongri (600113), Dongbai Group (600693), and Agricultural Products (000061) with increases of 10.01%, 10.00%, and 9.97% respectively [1] Market Capital Flow - The general retail sector saw a net inflow of 999.2 million from institutional investors, while retail investors experienced a net outflow of 549 million [2][3] - The top net inflows from institutional investors were seen in Hongqi Chain (2.05 billion), Central Mall (1.20 billion), and Guangbai Co. (1.01 billion) [3] - Retail investors showed significant outflows in stocks like Hongqi Chain, Central Mall, and Guangbai Co., indicating a shift in investor sentiment [3]

Core Viewpoint - The retail sector in the A-share market has seen a significant rally, with multiple stocks hitting the daily limit up, indicating strong investor interest and potential growth in this sector [1] Group 1: Stock Performance - Hongqi Chain (002697) experienced a rise of 10.07%, with a total market capitalization of 8.473 billion and a year-to-date increase of 7.53% [2] - Baida Group (600865) increased by 10.02%, with a market cap of 4.917 billion and a year-to-date growth of 13.23% [2] - Zhejiang Dongri (600113) saw a 10.01% rise, with a market value of 26.9 billion and an impressive year-to-date increase of 362.09% [2] - Dongbai Group (600693) rose by 10.00%, with a market cap of 14.3 billion and a year-to-date increase of 137.31% [2] - New World (600628) also increased by 10.00%, with a market capitalization of 5.266 billion and a year-to-date growth of 0.17% [2] - Other notable performers include Guangbai Co. (002187) with a 9.96% increase and a market cap of 5.264 billion, and Sanjiang Shopping (601116) with a 5.10% rise and a market cap of 8.013 billion [2]