登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603719 证券简称：良品铺子 公告编号：2025-034 良品铺子股份有限公司 关于控股股东涉及诉讼的公告 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： ● 案件所处的诉讼阶段：法院已受理，尚未开庭。 ● 当事人地位：良品铺子股份有限公司（以下简称"上市公司""公司"）控股股东宁波汉意创业投资合伙 企业（有限合伙）（以下简称"宁波汉意""被告"）为被告，公司为第三人。 ● 涉案金额：995,668,408元。 ● 是否会对上市公司损益产生负面影响：本次涉及诉讼系广州轻工工贸集团有限公司和公司控股股东宁 波汉意的股权纠纷诉讼，公司为第三人，对公司的生产经营和当期损益无重大影响。目前上述案件尚未 开庭审理，本次诉讼最终结果尚无法判断，可能导致宁波汉意与武汉长江国际贸易集团有限公司（以下 简称"长江国贸"）的控制权转让事项存在不确定性风险。 一、诉讼基本情况 2025年5月，公司控股股东宁波汉意与广州轻工工贸集团有限公司（以下简称"广州轻工"、"原告" ...

Core Viewpoint - The ownership transition of the snack brand Liangpin Shop has encountered legal challenges, specifically a lawsuit involving its controlling shareholder, Ningbo Hanyi, and Guangzhou Light Industry Group, which may affect the control transfer to Wuhan Changjiang International Trade Group [2][6][7] Group 1: Legal Proceedings - On July 21, Liangpin Shop announced a lawsuit involving its controlling shareholder, Ningbo Hanyi, and Guangzhou Light Industry Group regarding a share transfer dispute, with Liangpin Shop as a third party [2] - The lawsuit, filed by Guangzhou Light Industry Group, claims a breach of contract by Ningbo Hanyi, with a disputed amount of 996 million yuan (approximately 9.96 billion) [3] - The Guangzhou Intermediate People's Court has accepted the case, and the outcome remains uncertain, potentially impacting the control transfer to Wuhan Changjiang International Trade Group [2][7] Group 2: Share Transfer Agreement - On July 17, Liangpin Shop announced the introduction of Wuhan state-owned capital, specifically Wuhan Financial Holding Group, as a strategic investor, which will become the new controlling shareholder [4] - Ningbo Hanyi agreed to transfer 72,239,880 shares at a price of 12.42 yuan per share to Wuhan Changjiang, totaling 10.46 billion yuan, representing 21% of Liangpin Shop's total share capital [4][5] Group 3: Implications of Ownership Change - The introduction of state-owned capital is expected to optimize the shareholder structure and enhance the company's creditworthiness and risk resistance, thereby promoting stable development [5] - The ownership change aims to alleviate Ningbo Hanyi's debt risks, as it seeks to divest part of its stake in Liangpin Shop [6]

据界面新闻7月21日报道， 广州轻工集团（以下简称"广州轻工"） 最新回应与宁波汉意就良品铺 子相关股权转让纠纷情况。 广州轻工表示，已就宁波汉意的恶意违约行为，向广州市中级人民法院提起诉讼起诉及财产保全措 施。7月14日，广州市中级人民法院针对广州轻工集团与宁波汉意股权转让纠纷一案正式立案审理 及启动相关保全措施。广州轻工表示，鉴于 良品铺子为上市公司，考虑其正常经营及广大中小股东 利益，广州轻工集团目前仍保持克制。"我司会根据诉讼情况再研究决定后续是 否接受采访。" 来源|每日经济新闻 良品 铺子（ 603719.SH）易主一事有了新的变数。 价格或许不是主要原因。宁波汉意与广州轻工签订的协议书中，拟定的交易价格与宁波汉意后来向 长江国贸和网谷创投出售股权的价格12.42元/股大致相同。 当时的约定是，交易价格以每股12.42元或签订正式交易协议（含签署日）前N个交易日均价乘以 1.05（前N个交易日交易总金额/前N个交易日交易总量，N在双方正式交易协议确定）孰低为准。 最终，良品铺子方面并未与广州轻工达成交易，转而选择了武汉国资，广州轻工反手将 良品铺子控 股股东宁波汉意 告上法庭。 7月18日，良品铺 ...

Macro Dynamics - The State Administration for Market Regulation has released the first national standard for campus meal service management, aimed at enhancing food safety regulations in schools, covering aspects from recipe management to emergency handling [1] - The People's Bank of China and other regulatory bodies have issued implementation details for cross-border asset management pilot projects in Hainan Free Trade Port, facilitating foreign investment in local financial products [2] - In June, China's total electricity consumption reached 867 billion kWh, a year-on-year increase of 5.4%, with significant growth in residential electricity usage [3] - China's express delivery volume has maintained its position as the world's largest for 11 consecutive years, with over 500 million packages collected daily [4] - The National Space Administration has implemented a lifelong accountability system for quality responsibilities in commercial space projects to enhance oversight [5] Financial Institutions - The National Association of Financial Market Institutional Investors has initiated a self-regulatory investigation into Guangfa Bank for potential price manipulation in its bond issuance process [6] Market Data - On July 21, A-shares saw collective gains, with the Shanghai Composite Index rising by 0.72% and the Shenzhen Component Index by 0.86%, with a total market turnover of approximately 1.699 trillion yuan [8] - The Hong Kong stock market closed with the Hang Seng Index up by 0.68%, led by gains in construction and cement stocks [9] Company Dynamics - Good Products has reported a court case involving a share transfer dispute with a claim amount of 996 million yuan, which may affect the control transfer of its major shareholder [10] - JD.com has announced its entry into the field of embodied intelligence, focusing on technological innovation and applications in supply chain scenarios [11] - Jinghe Integrated is expecting a net profit increase of 39% to 109% year-on-year for the first half of 2025, driven by industry recovery and increased product sales [12]

Core Viewpoint - The ownership change of Liangpinpuzi (603719.SH) has encountered new developments, with legal disputes arising between Guangzhou Light Industry Group and Ningbo Hanyi regarding share transfer issues, potentially impacting the company's control and stock performance [1][15]. Group 1: Legal Disputes and Shareholder Changes - Guangzhou Light Industry has filed a lawsuit against Ningbo Hanyi for malicious breach of contract concerning the share transfer of Liangpinpuzi, with the case officially accepted by the Guangzhou Intermediate People's Court [1][15]. - As of July 14, 2023, 56.46% of the shares held by Ningbo Hanyi in Liangpinpuzi have been frozen, amounting to 79,763,962 shares, which represents 19.89% of the total share capital of Liangpinpuzi [1]. - On July 17, Liangpinpuzi announced the introduction of Wuhan Financial Holdings as a strategic investor, with a total transaction price of 1.046 billion yuan, resulting in Wuhan Changjiang International Trade Group holding 21% of the company [2]. Group 2: Shareholding Structure Changes - Prior to the share transfer, Ningbo Hanyi held 141,287,094 shares (35.23%), which will decrease to 69,047,214 shares (17.22%) post-transfer, while Liangpinpuzi Investment will completely divest its 11,970,120 shares [3]. - The share transfer agreement with Wuhan Changjiang International Trade Group indicates a strategic shift in control, with the actual controller changing to the Wuhan Municipal Government State-owned Assets Supervision and Administration Commission [2][3]. Group 3: Financial Implications and Market Performance - The lawsuit and share freezing may hinder the transfer of control and could negatively impact Liangpinpuzi's stock price in the short term due to uncertainties surrounding the ownership change [8]. - As of the latest market data, Liangpinpuzi's stock price is reported at 13.46 yuan per share, with a market capitalization of approximately 5.397 billion yuan [10][11]. - Following a significant loss in 2024, Liangpinpuzi is projected to incur a net loss of 75 million to 105 million yuan in the first half of 2025 [14].

Group 1 - Jiangte Electric plans to change its control rights, with stock suspension starting from July 22, expected to last no more than 2 trading days. Additionally, its subsidiary Yichun Yinli will suspend operations for equipment maintenance for approximately 26 days, which is not expected to significantly impact annual performance [3] - Core Technology intends to sell 100% equity of its subsidiary Zhongshan Core Automation Technology for 156 million yuan and transfer related assets for a total of approximately 82 million yuan. The company aims to optimize its business structure by consolidating resources [4] - Fengmao Co. plans to invest no more than 1.5 billion yuan to establish an intelligent chassis thermal control system production base in Yuyao, while terminating the project for a parts production base in Jiaxing, which had not yet commenced [5] - Haopeng Technology's controlling shareholder voluntarily extends the lock-up period for pre-IPO restricted shares by 12 months, reflecting confidence in the company's future development [6] - Good Products has been involved in a share transfer dispute, with the court accepting the case involving 996 million yuan. The outcome may introduce uncertainties regarding the control transfer of its major shareholder [7] Group 2 - Haitan Ruisheng expects a net profit increase of 607.01% to 960.52% for the first half of 2025, driven by rapid growth in AI technology and its applications [9] - GeKao Micro anticipates a revenue growth of 22.27% to 36.51% for the first half of 2025, supported by the recognition of its high-pixel chip integration technology [10] - Jinghe Integration forecasts a net profit increase of 39.04% to 108.55% for the first half of 2025, benefiting from improved industry conditions and increased product sales [11] - Best Beauty expects a net profit increase of 100.07% to 168.38% for the first half of 2025, attributed to significant profit growth in trade products [12] - Juzan Optoelectronics reports a net profit growth of 3.43% for the first half of 2025, with a proposed stock dividend of 4.5 shares for every 10 shares held [13] - Changshu Bank reports a net profit of 1.969 billion yuan for the first half of 2025, a year-on-year increase of 13.55% [14] - Keda Li anticipates a net profit increase of 15.73% to 26.53% for the first half of 2025, driven by the growth in new energy vehicle sales [15] - *ST Sitong reports a net loss of 16.201 million yuan for the first half of 2025, despite a revenue increase of 75.88% [16] Group 3 - Gaode Infrared has signed contracts totaling 685 million yuan for overseas market orders, representing 25.59% of its projected 2024 revenue [18] - Dajin Heavy Industry has signed a contract worth approximately 430 million yuan for offshore wind farm foundation supplies, accounting for 11.38% of its projected 2024 revenue [20] - Dongfang Precision has established a strategic partnership with Leju Robotics, focusing on embodied intelligent robots [21] - Chuling Information's subsidiary has signed a framework contract with China Mobile for a total amount of 421 million yuan, involving intelligent network integration products [22] - Hongxin Technology has entered into contracts with a leading domestic flying car company for component development and procurement [23] Group 4 - Dongcai Technology's chairman plans to reduce his stake by up to 0.43% due to personal financial needs [25] - Tianchuang Fashion's shareholder Visions plans to reduce its stake by up to 1% through centralized bidding [26]

良品铺子股份有限公司 关于控股股东涉及诉讼的公告 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、诉讼基本情况 2025 年 5 月，公司控股股东宁波汉意与广州轻工工贸集团有限公司（以下 简称"广州轻工"、"原告"）就协议转让上市公司股份的事项进行磋商，签署 了《协议书》。具体内容详见公司于 2025 年 7 月 18 日披露的《良品铺子股份有 限公司关于控股股东股份被冻结的公告》（公告编号：2025-029）。 证券代码：603719 证券简称：良品铺子 公告编号：2025-034 近日，公司获悉，广州市中级人民法院受理了原告广州轻工与被告宁波汉意、 第三人良品铺子股份有限公司的股份转让纠纷一案（案号：(2025)粤 01 民初 3122 号）。 原告诉讼请求如下： 案件所处的诉讼阶段：法院已受理，尚未开庭。 当事人地位：良品铺子股份有限公司（以下简称"上市公司""公司"）控 股股东宁波汉意创业投资合伙企业（有限合伙）（以下简称"宁波汉意""被 告"）为被告，公司为第三人。 涉案金额：995,668,40 ...

Core Viewpoint - The company, Liangpinpuzi, is involved in a legal dispute regarding share transfer, with the case accepted by the Guangzhou Intermediate People's Court, involving an amount of 996 million yuan [1] Group 1: Legal Dispute - The lawsuit involves the plaintiff, Guangzhou Light Industry, and the defendant, Ningbo Hanyi, with Liangpinpuzi being a third party in the case [1] - The case pertains to a share transfer dispute between Guangzhou Light Industry and the controlling shareholder, Ningbo Hanyi [1] - The amount in question for the dispute is 996 million yuan [1] Group 2: Impact on Company - The company states that the lawsuit will not have a significant impact on its production operations and current financial performance [1] - The case has not yet gone to trial, and the final outcome remains uncertain [1] - There is a potential risk regarding the uncertainty of the control transfer between Ningbo Hanyi and Wuhan Yangtze International Trade Group Co., Ltd. [1]

Core Viewpoint - The company "Liangpinpuzi," known as the "first high-end snack stock," is facing significant financial difficulties, with a projected loss of up to 100 million yuan for the first half of 2025, alongside a drastic decline in market value from a peak of 30 billion yuan to under 5.5 billion yuan, representing an 80% decrease [2][3]. Financial Performance - In 2023, the company's net profit decreased by nearly 50%, and it is expected to report a loss of 46 million yuan in 2024, contributing to the founder's disillusionment [2]. - The company's stock price has fallen significantly, with the current price around 13 yuan, far below the pledge price of the founder's shares [3]. Shareholder Actions - The controlling shareholder, "Ningbo Hanyi," which is controlled by the founder Yang Hongchun, is preparing to sell its stake, indicating a potential exit from the company [2]. - In 2023, Ningbo Hanyi reduced its stake by 2% through the secondary market and cashed out 7.36 million yuan in June of the previous year [2]. - Major investors, including Xu Xin's Today Capital and Hillhouse Capital, have also been selling off their shares, with Today Capital executing 15 sell-offs [2]. Market Context - The company initially positioned itself as a high-end brand after its establishment in 2006, achieving rapid growth and a peak market value of 30 billion yuan post-IPO in 2020 [2]. - Despite the downturn, the snack market remains viable, with other brands like "Luxiaochan" and "Haoxianglai" emerging successfully, and companies like Wancheng Group seeing stock prices increase nearly tenfold in 2024 [3].

Group 1 - In June 2025, the total retail sales of consumer goods reached 42,287 billion yuan, with a year-on-year growth of 4.8% [1] - Excluding automobiles, the retail sales of consumer goods amounted to 37,649 billion yuan, also growing by 4.8% [1] - From January to June, the total retail sales of consumer goods were 245,458 billion yuan, with a year-on-year increase of 5.0% [1] Group 2 - Urban retail sales in June were 36,559 billion yuan, reflecting a year-on-year growth of 4.8%, while rural retail sales reached 5,728 billion yuan, growing by 4.5% [3] - For the first half of the year, urban retail sales totaled 213,050 billion yuan, with a growth rate of 5.0%, and rural retail sales were 32,409 billion yuan, increasing by 4.9% [3] Group 3 - In June, the retail sales of goods were 37,580 billion yuan, with a year-on-year growth of 5.3%, while catering revenue was 4,708 billion yuan, growing by 0.9% [3] - For the first half of the year, the retail sales of goods reached 217,978 billion yuan, with a growth of 5.1%, and catering revenue was 27,480 billion yuan, increasing by 4.3% [3] Group 4 - From January to June, retail sales in convenience stores, supermarkets, department stores, specialty stores, and brand stores grew by 7.5%, 5.4%, 1.2%, 6.4%, and 2.4% respectively [5] - The online retail sales for the first half of the year were 74,295 billion yuan, with a year-on-year growth of 8.5%, and the physical goods online retail sales were 61,191 billion yuan, growing by 6.0% [5] Group 5 - The new flagship store of Xiaomi, located in Shenzhen, is the largest Xiaomi store globally, showcasing a wide range of products including Xiaomi cars [12] - Aveda's first concept flagship store in China opened in Shanghai, featuring a unique retail ecosystem with personalized care solutions [14][17] - BROMPTON opened its first store in Guangzhou, emphasizing high-end folding bicycles tailored for urban living [18] Group 6 - The Danish jewelry brand Pandora is rumored to exit the Chinese market, planning to close at least 50 stores this year [25] - The Italian sportswear brand Hydrogen is set to enter the Chinese market in 2026, focusing on high-end fashion and professional sports performance [26] Group 7 - Lucky Coffee aims to reach 10,000 stores by 2025, with a focus on expanding in first and second-tier cities [34] - The company has introduced attractive franchise policies to encourage new store openings [35] Group 8 - The supermarket chain ALDI has opened new stores in Jiangsu, continuing its expansion in the region [39] - Yonghui Supermarket has launched a new store model in Shenzhen, aiming to complete 200 store renovations by the third quarter [40] Group 9 - The discount store brand "Wumei Super Value" will open six stores in Beijing, focusing on high-quality products at low prices [41] - Meituan's discount supermarket "Happy Monkey" plans to open 1,000 stores, starting with 10 signed locations [42] Group 10 - Pop Mart expects a revenue increase of at least 200% in the first half of the year, with profits projected to grow by no less than 350% [43][44]