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元祖股份:兰馨成长及其一致行动人拟减持不超1%公司股份
news flash· 2025-07-08 09:53
Group 1 - The core point of the article is that Yuanzhuo Co., Ltd. (603886) announced a share reduction plan by its shareholder Zhuhai Lanxin Growth Consulting Management Partnership and its concerted action party, Lanxin Management Consulting (Tianjin) Co., Ltd. [1] - The planned reduction involves selling up to 2.4 million shares, which represents no more than 1% of the company's total share capital [1]. - The reduction period is set from July 30, 2025, to October 29, 2025 [1]. Group 2 - As of the announcement date, Lanxin Growth and its concerted action party collectively hold 13.1383 million shares, accounting for 5.4743% of the company's total share capital [1].
网红烘焙的冬天还没结束
东京烘焙职业人· 2025-06-30 08:53
Core Viewpoint - The baking industry in China is experiencing a significant downturn, with many once-popular brands rapidly closing stores and facing financial difficulties, indicating a shift from a booming market to a challenging environment [5][10][12]. Industry Overview - The baking market size is still growing, with a projected increase of 5.2% in 2024, reaching 110.5 billion yuan [17]. - In 2024, there were 103,000 new baking stores opened, but 95,000 closed, resulting in a net increase of only 8,000 stores [11]. Brand Performance - Notable brands like Huanniu Cake House and Qingdao Royal Meifu have closed multiple locations, reflecting a broader trend of closures among previously successful brands [4][8]. - The "bread first stock" Taoli Bread saw its revenue growth decline from 6.24% to -9.93% over four years, with net profit shrinking by 31.58% [13]. - Yuan Zu Co. reported a nearly 13% decline in revenue and a nearly 10% drop in net profit in 2024 [15]. Market Dynamics - The rapid expansion of baking brands led to oversaturation and increased competition, resulting in price wars and reduced profit margins, with gross margins dropping to 5%-10% [18]. - The industry faces challenges such as high raw material and labor costs, significant rental pressures, and frequent quality control issues [18]. Consumer Behavior - Consumer preferences are evolving, with a focus on taste (44.3%), freshness (43.2%), and nutrition (39.6%) being the top factors influencing purchasing decisions [25]. - The rise of tea beverage giants and supermarkets entering the baking space poses additional competition for traditional baking brands [20]. Future Outlook - The industry is undergoing a significant restructuring, with established brands struggling while new entrants like UH Youhe and One Bagel are attempting to differentiate themselves through quality and health-focused offerings [25][26]. - Successful navigation of the next five years will depend on product innovation, quality control, and strategic expansion [26].
元祖股份(603886) - 元祖股份关于召开2024年年度暨2025年第一季度业绩说明会的公告
2025-06-06 08:15
证券代码:603886 证券简称:元祖股份 公告编号:2025-025 上海元祖梦果子股份有限公司 关于召开2024年年度暨2025年第一季度业绩说 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: 二、说明会召开的时间、地点和方式 会议召开时间:2025 年 06 月 16 日(星期一)14:00-15:00 会议召开地点:价值在线(www.ir-online.cn) 会议召开方式:网络互动方式 三、参加人员 总经理 张乙涛,董事会秘书 周丹丹,财务负责人 刘政,独立董事 周喆, 独立董事 刁维仁,独立董事 唐稼松(如遇特殊情况,参会人员可能进行调整)。 四、投资者参加方式 投资者可于 2025 年 06 月 16 日(星期一)14:00-15:00 通过网址 https://eseb.cn/1oFjYheQjcI 或使用微信扫描下方小程序码即可进入参与互动交 流。投资者可于 2025 年 06 月 16 日前进行会前提问,公司将通过本次业绩说明 会,在信息披露允许范围内就投资者普遍关注的问题进行回 ...
元祖股份(603886) - 元祖股份2024年年度权益分派实施公告
2025-05-16 09:15
证券代码:603886 证券简称:元祖股份 公告编号:2025-024 上海元祖梦果子股份有限公司2024年年度权益分派实施公告 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: 每股分配比例 一、 通过分配方案的股东大会届次和日期 本次利润分配方案经公司2025 年 4 月 23 日的2024年年度股东大会审议通过。 二、 分配方案 截至股权登记日下午上海证券交易所收市后,在中国证券登记结算有限责任公司上海分 公司(以下简称"中国结算上海分公司")登记在册的本公司全体股东。 3. 分配方案: 本次利润分配以方案实施前的公司总股本240,000,000股为基数,每股派发现金红利1元 (含税),共计派发现金红利240,000,000元。 1. 发放年度:2024年年度 2. 分派对象: A 股每股现金红利1元 相关日期 | 股份类别 | 股权登记日 | 最后交易日 | 除权(息)日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | A股 | 2025/5/22 | - | ...
元祖股份: 元祖股份关于珠海兰馨成长咨询管理合伙企业(有限合伙)及其一致行动人减持股份结果公告
Zheng Quan Zhi Xing· 2025-05-09 11:12
Summary of Key Points Core Viewpoint - The announcement details the share reduction results of Zhuhai Lanxin Growth Consulting Management Partnership and its concerted actions, indicating a completed share reduction plan with specific figures and percentages related to the company's total share capital [1][3]. Group 1: Shareholder Holding Situation - Before the reduction, Zhuhai Lanxin held 9,617,180 shares (4.0072% of total shares) and Lanxin Management held 4,800,000 shares (2.0000% of total shares), totaling 14,417,180 shares (6.0072% of total shares) [1][2]. Group 2: Reduction Plan Implementation Results - The reduction period lasted from February 10, 2025, to May 9, 2025. During this time, Lanxin reduced its holdings by 1,278,903 shares (0.5329% of total shares) through centralized bidding, resulting in a total amount of 17,250,606.39 yuan [1][3]. - After the reduction, Lanxin's remaining shares are 8,338,277 (3.4743% of total shares), while Lanxin Management did not reduce any shares, maintaining its 4,800,000 shares (2.0000% of total shares) [3]. Group 3: Comparison with Planned Reduction - The actual reduction aligns with the previously disclosed reduction plan, with the actual reduction meeting the minimum planned reduction quantity [3].
元祖股份(603886) - 元祖股份关于珠海兰馨成长咨询管理合伙企业(有限合伙)及其一致行动人减持股份结果公告
2025-05-09 10:17
证券代码:603886 证券简称:元祖股份 公告编号:2025-023 上海元祖梦果子股份有限公司 关于珠海兰馨成长咨询管理合伙企业(有限合伙)及 其一致行动人减持股份结果公告 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。 重要内容提示: 股东持股的基本情况 本次减持股份计划实施前,上海元祖梦果子股份有限公司(以下简称"公司") 股东:珠海兰馨成长咨询管理合伙企业(有限合伙)(以下简称"兰馨成长")及 其一致行动人兰馨管理咨询(天津)有限公司(以下简称"兰馨管理")分别持有 公司股份 9,617,180 股、4,800,000 股,占公司总股本的 4.0072%、2.0000%。 合计共持有公司股份 14,417,180 股,占公司总股本 6.0072%。 减持计划的实施结果情况 (一)股东因以下事项披露减持计划实施结果: 披露的减持时间区间届满 | | | 公司近日收到兰馨成长与兰馨管理发来的《关于减持股份计划时间届满的告 知函》,本减持期间已届满。截止本公告披露日,兰馨成长于 2025 年 2 月 10 日至 ...
元祖股份:兰馨成长及其一致行动人减持0.5329%股份
news flash· 2025-05-09 10:00
Group 1 - The shareholder Zhuhai Lanxin Growth Consulting Management Partnership and its concerted action party Lanxin Management Consulting (Tianjin) Limited have completed their share reduction plan [1] - From February 10, 2025, to May 9, 2025, Lanxin Growth reduced its holdings by 1.2789 million shares, accounting for 0.5329% of the company's total share capital [1] - The reduction price range was between 13.34 to 13.63 yuan per share, with a total reduction amount of 17.2506 million yuan [1] Group 2 - As of the announcement date, Lanxin Growth and its concerted action party collectively hold 13.1383 million shares, representing 5.4743% of the company's total share capital [1]
元祖股份(603886) - 元祖股份关于持股5%以上股东权益变动触及1%整数倍的提示性公告
2025-04-29 14:05
证券代码:603886 证券简称:元祖股份 公告编号:2025-022 上海元祖梦果子股份有限公司 关于持股 5%以上股东权益变动触及 1%整数倍的提示性公告 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个别及连带责任。 重要内容提示: ●本次权益变动系上海元祖梦果子股份有限公司(以下简称"公司")持股 5%以上的股东珠海兰馨成长咨询管理合伙企业(有限合伙)(以下简称"兰馨成 长")及其一致行动人兰馨管理咨询(天津)有限公司(以下简称"兰馨管理") 股份变动,不触及要约收购。 ●本次权益变动不会导致公司控股股东、实际控制人发生变化。 ●本次权益变动后,兰馨成长及其一致行动人兰馨管理合计持有公司股份数 量从14,417,180股减少至14,315,080股,持股比例从6.0072%减少至5.9646%。 2025年4月29日,公司收到持股5%以上股东兰馨成长及其一致行动人兰馨管 理出具的《关于权益变动触及1%整数倍的告知函》,现将本次权益变动的具体情 况公告如下: 一、本次权益变动基本情况 | 信 | 息 | 披 | 名称 | 珠海兰馨 ...
食品饮料股盘初下挫,有友食品、安记食品跌停
news flash· 2025-04-28 01:36
Group 1 - The food and beverage stocks experienced a decline at the beginning of trading, with Youfu Food (603697) and Anji Food (603696) hitting the daily limit down [1] - Yuanzi Co. (603886) dropped over 6%, while Three Squirrels (300783), Maiqu'er (002719), and Huifa Food (603536) also saw declines [1]