Core Viewpoint - Wuhan Yangtze International Trade Group Co., Ltd. has received unconditional approval for the acquisition of a stake in Liangpinpuzi Co., Ltd. as of September 10, 2025 [1] Group 1: Acquisition Details - The acquisition involves the transfer of 36,049,900 shares, representing 8.99% of Liangpinpuzi's total shares, at a price of 12.34 yuan per share [1] - The agreement was initially signed on July 17, 2025, between Dayong Co., Ltd. (a major shareholder) and Wuhan Yangtze International Trade Group [1] - A supplementary agreement has been made to extend the final deadline of the original agreement by 30 days, now set for October 15, 2025 [1] Group 2: Regulatory Approval - The approval was granted by the Chongqing Municipal Market Supervision Administration, as part of the list of unconditionally approved operator concentration cases from September 8 to September 14, 2025 [1]

Group 1 - The acquisition of a stake in Liangpinpuzi Co., Ltd. by Wuhan Yangtze International Trade Group Co., Ltd. has been unconditionally approved as of September 10 [1] - Liangpinpuzi announced on September 17 that the deadline for the transfer of 8.99% equity, valued at 445 million yuan, has been extended to October 15 due to a supplementary agreement with its second-largest shareholder, Dayong Co., Ltd. [1] - The original agreement price was set at 12.34 yuan per share on July 17, but the completion of the transaction remains uncertain pending state-owned asset supervision, exchange confirmation, and transfer registration [1] Group 2 - The delay in the transaction may be influenced by a lawsuit from Guangzhou Light Industry and Trade Group Co., Ltd. [1]

Group 1 - The core issue revolves around the delay of a 445 million transaction involving the second largest shareholder of Liangpinpuzi and the Wuhan state-owned assets, which has been temporarily suspended [1] Group 2 - The transaction was initially expected to enhance the financial stability and growth prospects of Liangpinpuzi, a leading snack food company in China [1] - The postponement of the equity transfer raises concerns about the company's future strategic direction and potential impacts on its market position [1] - The involvement of state-owned assets indicates a significant level of government interest and potential influence in the company's operations and governance [1]

Core Viewpoint - The transfer of controlling shares in Liangpin Shop (603719) is ongoing, with a recent extension of the agreement deadline to October 15, 2025, due to legal disputes and regulatory approvals required for the transaction [1][3]. Group 1: Share Transfer Agreement - Da Yong Limited plans to transfer 8.99% of its shares in Liangpin Shop to Wuhan Changjiang International Trade Group at a price of 12.34 yuan per share, totaling 445 million yuan [1]. - Following the transfer, Da Yong Limited's shareholding will decrease to 9.17% [2]. Group 2: Legal and Regulatory Context - The share transfer requires approval from state asset supervision authorities, compliance confirmation from the Shanghai Stock Exchange, and registration with the China Securities Depository and Clearing Corporation [3]. - The extension of the agreement is influenced by a lawsuit from Guangzhou Light Industry Group, which opposes the transfer and has frozen 56.46% of the shares held by the major shareholder, Ningbo Hanyi [4][5]. Group 3: Historical Context and Shareholding Changes - Before the IPO, Da Yong Limited held 33.75% of Liangpin Shop, making it the second-largest shareholder. It has been reducing its stake since the stock was listed, with a recent sale of 4.01 million shares, earning approximately 47.74 million yuan [6].

Market Overview - The leisure food sector experienced a decline of 1.84% on September 18, with Huang Shang Huang leading the drop [1] - The Shanghai Composite Index closed at 3831.66, down 1.15%, while the Shenzhen Component Index closed at 13075.66, down 1.06% [1] Individual Stock Performance - Notable declines in individual stocks include: - Huang Shang Huang (code: 002695) down 3.96% with a closing price of 12.85 and a trading volume of 152,700 shares, resulting in a transaction value of 200 million yuan [2] - Other significant declines include: - Ximai Food (code: 002956) down 2.99% [2] - Good Idea (code: 002582) down 2.99% [2] - Liangpin Shop (code: 603719) down 2.85% [2] Capital Flow Analysis - The leisure food sector saw a net outflow of 425 million yuan from main funds, while retail investors contributed a net inflow of 369 million yuan [2][3] - The capital flow for individual stocks indicates: - Nanjiao Food (code: 605339) had a main fund net inflow of 1.0965 million yuan [3] - Miquer (code: 002719) saw a main fund net inflow of 692,800 yuan [3] - Significant outflows were observed in: - Sweet Food (code: 003000) with a net outflow of 1.17 million yuan from main funds [3] - Ziyuan Food (code: 603057) with a net outflow of 2.7029 million yuan from main funds [3]

证券代码：603719 证券简称：良品铺子 公告编号：2025-040 良品铺子股份有限公司 关于召开 2025 年半年度业绩说明会的公告 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法律责任。 重要内容提示： 一、说明会类型 ● 会议召开时间：2025 年 9 月 26 日（星期五）14:00-15:00。 本次业绩说明会以网络文字互动的方式召开，公司将针对 2025 年半年度的 经营业绩与投资者进行互动交流和沟通，在信息披露允许的范围内就投资者普遍 关注的问题进行回答。 二、说明会召开的时间、地点 （一）会议召开时间：2025 年 9 月 26 日（星期五）14:00-15:00 （ 二 ） 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 ● 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （http://roadshow.sseinfo.com）。 ● 会议召开方式：网络文字互动 （http://roadshow.sseinfo.com） ● 投资者可以在 2025 ...

Core Viewpoint - The stock price of Liangpinpuzi has experienced a decline of 6.67% year-to-date, with a notable drop of 5.44% in the last five trading days, indicating a bearish trend in the market [2]. Group 1: Stock Performance - As of September 18, Liangpinpuzi's stock price fell by 2.10% to 13.03 CNY per share, with a trading volume of 64.65 million CNY and a turnover rate of 1.22%, resulting in a total market capitalization of 5.225 billion CNY [1]. - The stock has seen a net outflow of 946,200 CNY from major funds, with large orders accounting for 11.08% of total purchases and 12.54% of total sales [1]. - The stock has fluctuated with a 60-day increase of 11.37%, contrasting with the recent declines [2]. Group 2: Financial Performance - For the first half of 2025, Liangpinpuzi reported a revenue of 2.829 billion CNY, reflecting a year-on-year decrease of 27.21%, while the net profit attributable to shareholders was -93.55 million CNY, a significant decline of 491.59% [3]. - The company has distributed a total of 680 million CNY in dividends since its A-share listing, with 391 million CNY distributed over the past three years [4]. Group 3: Shareholder Information - As of June 30, 2025, the number of shareholders for Liangpinpuzi was 38,900, a decrease of 8.89% from the previous period, while the average circulating shares per person increased by 9.75% to 10,313 shares [3]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 2.6807 million shares, an increase of 492,400 shares compared to the previous period [4].

Group 1 - The company, Liangpinpuzi Co., Ltd., has a major shareholder, Dayong Limited, which signed a share transfer agreement with Wuhan Yangtze International Trade Group on July 17, 2025, to transfer 36,049,900 shares at a price of 12.34 yuan per share, representing 8.99% of the company's total shares [1] - A supplementary agreement was signed to extend the final deadline of the original agreement by 30 days, making the new deadline October 15, 2025 [1] - The share transfer is subject to approval from state-owned asset supervision and management authorities, compliance confirmation from the Shanghai Stock Exchange, and registration with China Securities Depository and Clearing Corporation [2] Group 2 - The company will actively monitor the progress of the share transfer and fulfill its information disclosure obligations in accordance with laws and regulations [2] - Relevant announcements will be published on the Shanghai Stock Exchange website and designated media outlets [2]

Core Viewpoint - The announcement details the progress of a share transfer agreement involving a major shareholder of Liangpinpuzi, indicating a strategic move in the company's ownership structure [1] Group 1: Share Transfer Agreement - Da Yong Limited, a shareholder holding over 5% of Liangpinpuzi, has signed a share transfer agreement with Wuhan Yangtze International Trade Group, agreeing to transfer approximately 36.05 million shares at a price of 12.34 yuan per share, which represents 8.99% of the total shares of the company [1] - A supplementary agreement has been signed to extend the final deadline of the original share transfer agreement by 30 days, making the new deadline October 15, 2025 [1]

一、本次协议转让基本情况 证券代码：603719 证券简称：良品铺子 公告编号：2025-039 良品铺子股份有限公司 关于持股 5%以上股东协议转让公司股份进展暨签署补充协议 的公告 本公司董事会、全体董事及相关股东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法律责任。 公司将积极关注本次股份转让的进展情况，并按照法律法规及相关规则的规 定，及时履行信息披露义务。 公司有关信息以公司在上海证券交易所网站（www.sse.com.cn）及公司指定 信息披露媒体《中国证券报》《证券时报》《上海证券报》《证券日报》刊登的相 关公告为准，敬请广大投资者注意风险，理性投资。 良品铺子股份有限公司（以下简称"公司"）持股 5%以上股东达永有限公司 （英文名称 SUMDEX LIMITED，以下简称"达永有限"）与武汉长江国际贸易集团 有限公司（以下简称"长江国贸"）于 2025 年 7 月 17 日签订了《关于良品铺子 股份有限公司之附生效条件的股份转让协议》（以下简称"原协议"），达永有限 拟以12.34元/股的价格向长江国贸协议转让其持有的上市公司36,049, ...