Core Viewpoint - The acquisition of a stake in Liangpinpuzi Co., Ltd. by Wuhan Yangtze International Trade Group Co., Ltd. has received unconditional approval, but the transaction faces uncertainties due to a prior dispute over share transfer [1][2]. Group 1: Acquisition Details - Wuhan Yangtze International Trade Group Co., Ltd. has been approved to acquire approximately 29.99% of Liangpinpuzi's total shares, which includes a transfer of about 72.24 million shares from its controlling shareholder, Ningbo Hanyi Venture Capital Partnership [1][2]. - The share transfer agreement was signed on July 17, with Ningbo Hanyi transferring 18.01% and Liangpinpuzi Investment Management Co., Ltd. transferring 2.99% of the total shares [1][2]. Group 2: Legal Disputes - A legal dispute arose when Ningbo Hanyi entered negotiations with Guangzhou Light Industry and Trade Group Co., Ltd. regarding the transfer of shares, leading to a lawsuit filed by Guangzhou Light Industry on July 14, which resulted in the freezing of approximately 56.46% of Ningbo Hanyi's shares in Liangpinpuzi [2]. - The lawsuit involves a monetary amount of 1.023 billion yuan, and the case has been accepted by the court but has not yet gone to trial [2]. Group 3: Additional Agreements - On September 17, Liangpinpuzi announced that a shareholder, Dayong Co., Ltd., signed a share transfer agreement with Wuhan Yangtze, agreeing to transfer 8.99% of its shares at a price of 12.34 yuan per share, totaling 445 million yuan [2]. - The deadline for this share transfer agreement has been extended by 30 days to October 15, 2025 [2]. Group 4: Regulatory Approvals - The share transfer is subject to approval from state-owned asset supervision authorities, compliance confirmation from the Shanghai Stock Exchange, and registration with the China Securities Depository and Clearing Corporation [3]. Group 5: Market Performance - As of September 22, Liangpinpuzi's stock price decreased by 1.31%, trading at 12.77 yuan per share, with a market capitalization of 5.125 billion yuan [4].

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].

登录新浪财经APP 搜索【信披】查看更多考评等级 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36,049,900股股份,占上市公司股 份总数的8.99%。具体内容详见公司于2025年7月18日在上海证券交易所网站披露的《良品铺子股份有 限公司详式权益变动报告书》和《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暨权 益变动的提示性公告》（公告编号 ...

其中显示，良品铺子持股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约3604.99万股股份,占上市公司股份总数的8.99%。 良品铺子表示，近日，长江国贸与达永有限签订了《关于良品铺子股份有限公司之附生效条件的股份转 让协议之补充协议》，双方经协商后一致同意，将原协议中的最终截止日延长30个自然日，即变更原协 议最终截止日为该协议签署日后第90个自然日(即延长后的最终截止日为2025年10月15日)。 北京商报讯(记者张天元)9月17日，良品铺子（603719）股份有限公司(以下简称"良品铺子")发布关于持 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。 ...