宏辉果蔬股份有限公司 详式权益变动报告书 | 上市公司 | 宏辉果蔬股份有限公司 | | --- | --- | | 上市地点 | 上海证券交易所 | | 股票简称 | 宏辉果蔬 | | 股票代码 | 603336 | | 通讯地址 | 上海市徐汇区中山西路 号宏汇国际广场 | 1602 | | --- | --- | --- | | | 室 1273 | | | 信息披露义务人 主要经营场所 | 苏州申泽瑞泰企业管理合伙企业（有限合伙） 苏州市高新区马墩路 18 | 号 1 | | | 幢 | | | | | B | | | | 6F | | | | 座 | 股权变动性质：股份增加（协议转让） 签署日期：2025 年 6 月 宏辉果蔬股份有限公司 详式权益变动报告书 信息披露义务人声明 一、本报告书系根据《中华人民共和国公司法》《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 15 号——权益变动报告书》《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》及相关法律、法规和部门规章有关规定编制。 二、依据《中华人民共和国证券法》《上市公 ...

国金证券股份有限公司 关于 宏辉果蔬股份有限公司 详式权益变动报告书 之 财务顾问核查意见 财务顾问：国金证券股份有限公司 四川省成都市青羊区东城根上街 95 号 二〇二五年六月 | | | 国金证券股份有限公司 财务顾问核查意见 本部分所述词语或简称与本核查意见"释义"所述词语或简称具有相同含义。 根据《中华人民共和国公司法》《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 15 号——权益变动报告书》 《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》等法律法规及规范性文件的有关规定，国金证券股份有限公司按照行业公认 的业务标准、道德规范，本着诚实信用和勤勉尽责的原则，对《详式权益变动报 告书》所披露的内容出具核查意见。 本财务顾问特作如下声明： 1、本财务顾问已按照规定履行了尽职调查义务，对信息披露义务人披露的 《详式权益变动报告书》进行了核查，确信内容与格式符合规定，并保证所发表 的专业意见与信息披露义务人披露内容不存在实质性差异。 2、本财务顾问所依据的有关资料由信息披露义务人提供。信息披露义务人 已做出声明，保证其所提供的 ...

Core Viewpoint - The recent equity transfer of Honghui Fruits and Vegetables has resulted in a change of actual controllers to Ye Tao, Liu Yang, and Suzhou State-owned Assets Investment Management Group, raising speculation about potential reverse listing for Ye Tao's pharmaceutical company [2][3][5]. Group 1: Equity Transfer Details - On June 13, Honghui Fruits and Vegetables announced the completion of an equity transfer, with Huang Junhui transferring 151 million shares (26.54% of total shares) to Suzhou Shenze Ruitai Enterprise Management Partnership for a total price of RMB 860 million at RMB 5.68 per share [2][3]. - Following the transfer, Shenze Ruitai becomes the controlling shareholder of Honghui Fruits and Vegetables [3]. Group 2: Company Performance - Honghui Fruits and Vegetables has experienced declining performance, with 2024 revenue at RMB 1.08 billion, down 52% year-on-year, and a net profit of RMB 18 million, down 23.59% [5][6]. - In Q1 2024, the company reported revenue of RMB 246 million, a 13.71% increase year-on-year, but a net profit decline of 44.38% [5][6]. Group 3: Background of New Controllers - Ye Tao, one of the new controllers, is linked to a pharmaceutical company, Teng Rui Pharmaceutical, which previously sought to go public in 2021 [7][11]. - Teng Rui Pharmaceutical, established in 2010, focuses on drug research, production, and marketing, with one product already on the market and another in clinical trials [9][11]. Group 4: Market Reaction - Following the announcement of the equity transfer, Honghui Fruits and Vegetables' stock price rose to RMB 6.85, marking a 9.78% increase, although it initially dropped before recovering [11].

Core Viewpoint - Honghui Fruits and Vegetables (603336.SH) has resumed trading, closing at 6.85 yuan with a 9.78% increase, following the announcement of a change in its actual controller to Ye Tao, Liu Yang, and Suzhou Asset Investment Management Group Co., Ltd [1] Group 1 - The new controlling shareholder of Honghui Fruits and Vegetables will be Suzhou Shenze Ruitai Enterprise Management Partnership (Limited Partnership), with the executive partner being Shanghai Haoning Tonglan Industrial Co., Ltd [1] - Ye Tao and Liu Yang, the new actual controllers, share names with the chairman and a director of Tenry Pharmaceutical Co., Ltd, indicating a potential connection between the two companies [1] - A company named Jingning Mingyang Investment Management Partnership (Limited Partnership) shares the same contact number as Haoning Tonglan, and includes Ye Tao and Liu Yang in its partner list, with Ye Tao serving as the executive partner [1] Group 2 - Jingning Mingyang holds 4.3428% of Tenry Pharmaceutical's shares, and its email address matches that of Tenry Pharmaceutical, suggesting further ties between the entities [1] - Honghui Fruits and Vegetables is positioned as a professional agricultural product service provider, but there has been no confirmation regarding any changes to its business operations following the new ownership [2] - Tenry Pharmaceutical has been preparing for an IPO since 2021 and submitted an IPO application in 2023, but has not yet completed the process [2]

沪指6月16日上涨0.35%，申万所属行业中，今日上涨的有18个，涨幅居前的行业为传媒、通信，涨幅 分别为2.70%、2.11%。跌幅居前的行业为农林牧渔、美容护理，跌幅分别为0.76%、0.49%。农林牧渔 行业位居今日跌幅榜首位。 资金面上看，两市主力资金全天净流出2.93亿元，今日有10个行业主力资金净流入，传媒行业主力资金 净流入规模居首，该行业今日上涨2.70%，全天净流入资金31.81亿元，其次是计算机行业，日涨幅为 1.99%，净流入资金为26.70亿元。 主力资金净流出的行业有21个，国防军工行业主力资金净流出规模居首，全天净流出资金21.33亿元， 其次是石油石化行业，净流出资金为18.56亿元，净流出资金较多的还有机械设备、有色金属、医药生 物等行业。 农林牧渔行业今日下跌0.76%，全天主力资金净流出4813.91万元，该行业所属的个股共103只，今日上 涨的有52只，涨停的有1只；下跌的有43只。以资金流向数据进行统计，该行业资金净流入的个股有45 只，其中，净流入资金超千万元的有11只，净流入资金居首的是安德利，今日净流入资金4312.11万 元，紧随其后的是温氏股份、宏辉果蔬，净流 ...

Core Viewpoint - Honghui Fruits and Vegetables (603336.SH) has resumed trading, closing at 6.85 yuan with a 9.78% increase, resulting in a total market capitalization of 3.907 billion yuan [1] Group 1: Share Transfer and Control Change - On June 14, Honghui Fruits and Vegetables announced a share transfer agreement and voting rights waiver agreement signed by controlling shareholder Huang Junhui and Suzhou Shenzhiruitai Enterprise Management Partnership [1][2] - Huang Junhui transferred a total of 151,380,521 shares (26.54% of total shares) to Suzhou Shenzhiruitai at a price of 5.68 yuan per share, totaling approximately 859.84 million yuan [1][2] - Following the transfer, Huang Junhui's shareholding will decrease from 252,087,820 shares (44.19%) to 100,707,299 shares (17.66%), while Suzhou Shenzhiruitai will hold 151,380,521 shares [1][2] Group 2: Voting Rights and Control - Huang Junhui and Zheng Youwen will waive voting rights for 68,446,355 shares (12.00% of total shares) after the share transfer is completed [2] - The controlling shareholder will change from Huang Junhui to Suzhou Shenzhiruitai, with the actual controllers changing to Ye Tao, Liu Yang, and Suzhou Asset Investment Management Group [2] - Suzhou Zhanzhing Investment Fund holds 80% of Suzhou Shenzhiruitai, with Suzhou Asset Investment Management Group being the actual controller [2] Group 3: Financing and Regulatory Approval - Suzhou Shenzhiruitai plans to finance the acquisition partly through bank loans and is currently negotiating with banks [3] - The share transfer requires compliance confirmation from the Shanghai Stock Exchange and registration with China Securities Depository and Clearing Corporation [3] - There is uncertainty regarding the approval process and timeline for the equity change [3]

Core Viewpoint - Huang Junhui, known as the "King of Fruits and Vegetables," is set to exit the capital market as Honghui Fruits and Vegetables (603336.SH) plans to change ownership, with a share transfer agreement signed with Suzhou Shenzhiruitai Enterprise Management Partnership for approximately 860 million yuan [1][4]. Group 1: Ownership Change - Huang Junhui will transfer 26.54% of his shares, totaling about 1.51 billion shares, to Suzhou Shenzhiruitai, marking a significant shift in control [4][3]. - Following the transfer, Huang's shareholding will decrease from 44.19% to 17.66%, while Suzhou Shenzhiruitai will hold 26.54% of the shares [4][2]. - Huang and his wife will also relinquish voting rights for 12% of their shares, reducing their voting power to 8% [4][2]. Group 2: Financial Performance - Honghui Fruits and Vegetables has faced declining revenues and profits since 2020, with a notable drop in net profit of 44.38% in Q1 2025, amounting to 450.47 million yuan [14][10]. - The company's revenue figures from 2020 to 2024 show stagnation, with revenues of 9.64 billion yuan in 2020 and 10.80 billion yuan in 2024, while net profits have decreased from 73.16 million yuan in 2020 to 18.30 million yuan in 2024 [13][14]. - The decline in performance is attributed to increased operational costs, including marketing, project expenses, and rising interest rates on loans [15][14]. Group 3: Background and Industry Context - Huang Junhui transitioned from a surgeon to an entrepreneur in 1992, establishing a comprehensive supply chain model for the fruit and vegetable industry [5][6]. - The company went public in 2016, but has since struggled with profitability, reflecting broader challenges in the fruit and vegetable sector, as evidenced by other companies like Baiguoyuan reporting significant losses [10][15]. - Suzhou Shenzhiruitai, the new controlling entity, is a newly established acquisition platform backed by state-owned assets, indicating a strategic move to stabilize the company [16][15].

证券代码：603336 证券简称：宏辉果蔬 公告编号：2025-032 一、信息披露义务人基本情况 转债代码：113565 转债简称：宏辉转债 宏辉果蔬股份有限公司 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 重要内容提示： ● 本次权益变动为宏辉果蔬股份有限公司（以下简称"公司"、"宏辉果 蔬"）实际控制人黄俊辉先生、郑幼文女士因大宗交易、可转债转股被动稀释以 及本次协议转让等原因导致其持有公司股份发生变化。 ● 本次权益变动不触及要约收购，完成后将导致公司控股股东及实际控制 人发生变化。 ● 自 2022 年 5 月 18 日（前次权益变动报告书披露日）至本次协议转让前， 黄俊辉先生和郑幼文女士因大宗交易、可转债转股被动稀释等原因，合计持股比 例从 50.36%减少至 46.54%。 ● 2025 年 6 月 13 日，黄俊辉先生与苏州申泽瑞泰企业管理合伙企业（有 限合伙）（以下简称"申泽瑞泰"）签署《股份转让协议》，拟通过协议转让的 方式向申泽瑞泰转让其所持有公司 151,380,521 股股份（占公司总股本的 ...

证券代码：603336 证券简称：宏辉果蔬 公告编号：2025-031 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 重要内容提示： 转债代码：113565 转债简称：宏辉转债 宏辉果蔬股份有限公司 关于控股股东、实际控制人签署《股份转让协议》及 《表决权放弃协议》暨控制权拟变更的提示性公告 ● 受让方申泽瑞泰的资金来源于自有和自筹资金，其中部分自筹资金拟通 过向银行申请并购贷款取得，目前正在与银行洽谈申请并购贷款的相关事宜，具 体贷款情况以届时签订生效的并购贷款协议为准。目前尚不能排除受让方可能无 法及时筹措足够资金的风险，及其他协议约定的交易终止的情形，本次权益变动 能否最终完成尚存在不确定性。公司将根据后续进展情况及时履行信息披露义务。 敬请广大投资者注意投资风险。 一、本次权益变动的基本情况 签署了《股份转让协议》。根据协议内容，申泽瑞泰受让黄俊辉先生合计持有的 公司 151,380,521 股股份（占公司总股本的 26.54%）及该等股份所对应的所有 股 东 权 利 和 权 益 。 转 让 价 格 每 股 人 ...

Core Viewpoint - The company is undergoing a significant change in control as the major shareholder, Huang Junhui, is transferring shares to a new entity, which may lead to a change in the company's actual control [1][2]. Group 1: Share Transfer Details - The company announced that Tai Enterprise Management Partnership (Limited Partnership) has signed a share transfer agreement to acquire 151,380,521 shares from Huang Junhui, representing 26.54% of the total share capital, at a price of RMB 5.68 per share, totaling RMB 859,841,359 [2]. - Following the completion of this transaction, the controlling shareholder will change from Huang Junhui to the new entity, Shen Zhi Rui Tai, and the actual controllers will shift to Ye Tao, Liu Yang, and Suzhou Asset Investment Management Group Co., Ltd. [2]. Group 2: Trading Suspension and Resumption - The company's stock (code: 603336) and convertible bonds (code: 113565) were suspended from trading starting June 9, 2025, due to the ongoing share transfer process [1][4]. - The resumption of trading for the company's stock and convertible bonds is scheduled for June 16, 2025 [4].