Core Viewpoint - The company has successfully resolved a significant legal dispute involving a guarantee amounting to 1.176 billion yuan, marking a pivotal moment in its financial restructuring and credit rehabilitation efforts [1][5]. Group 1: Legal Resolution and Financial Impact - The company announced a settlement with Shengjing Bank, confirming a debt of 581 million yuan and a compensation responsibility of 447 million yuan, including the transfer of 103 million shares at a price of 4 yuan per share for debt repayment [1][3]. - The settlement represents a conversion of rigid debt into flexible capital, allowing the company to alleviate historical financial pressures through a "debt soft landing" strategy [3][4]. - The long repayment period until 2031, with only 5% of the debt due in the first four years, provides the company with a strategic buffer to manage its financial obligations [3][4]. Group 2: Business Transformation and Strategic Focus - The company is undergoing a significant transformation, shifting its business focus and organizational structure after a series of critical events, including management changes and capital injections [1][5]. - A strategic shift towards southern regions has been initiated, with the establishment of a new district in Hainan, aiming to leverage policy benefits and create a triangular strategic layout for cross-border trade and logistics [6][7]. - The company is actively integrating online and offline operations, with notable growth in its e-commerce business, achieving a peak of 43,000 single-item orders in one day [7][8]. Group 3: Future Outlook and Challenges - Despite the positive developments, the company anticipates a net profit loss of 1.3 to 1.9 billion yuan for 2025, indicating ongoing challenges in transitioning from traditional retail to new business models [8]. - The company is focusing on revitalizing its supply chain and enhancing its market position, with strategic partnerships aimed at transforming its retail approach to meet evolving consumer demands [8].

Core Viewpoint - The legal resolution of a 1.176 billion yuan guarantee dispute marks a significant turning point for Gongxiao Daji, allowing the company to transition from a state of financial distress to a more stable operational framework [2][3]. Legal Resolution and Financial Impact - The Supreme Court's mediation led to a settlement with Shengjing Bank, confirming a 581 million yuan debt and 447 million yuan compensation, including the delivery of 103 million shares at a price of 4 yuan per share for debt repayment [2][4]. - This "debt-for-equity" approach helps the company reduce its financial burden while preserving cash flow, avoiding operational losses from forced asset execution [4]. - The extended repayment period until 2031, with only 5% repayment in the first four years, transforms short-term liquidity pressure into long-term capital costs, facilitating future asset integration and business expansion [5]. Strategic Business Transformation - Following a change in control and management, Gongxiao Daji is shifting from "debt management" to "business development," focusing on financial cleanup and operational renewal [6]. - The company is relocating its strategic focus southward, establishing a new Hainan region by July 2025, aiming to leverage policy benefits and create a "fresh produce direct procurement + instant retail" ecosystem [6]. - The transformation includes a shift from traditional retail to a more dynamic operational model, with significant online and offline integration, as evidenced by a peak of 43,000 daily orders for agricultural products in the first half of 2025 [6][7]. Future Growth and Challenges - The partnership with platforms like Meituan and Ele.me is transforming 61 supermarket locations into instant retail fulfillment nodes, while a strategic collaboration with Luckin Coffee aims to penetrate county-level markets [7]. - Despite the anticipated net profit loss of 1.3 to 1.9 billion yuan for 2025, the company is focusing on reshaping the value of its supply chain and positioning itself within the rural supply network [7].

Group 1 - The company, Gongxiao Daji, forecasts a net loss of 1.9 billion to 1.3 billion yuan for the year 2025 [1] - The net profit loss, excluding non-recurring gains and losses, is expected to be between 1.1 billion to 600 million yuan [1]

股票代码：000564 股票简称：供销大集 公告编号：2026-013 供销大集集团股份有限公司 关于控股子公司重大诉讼的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 特别提示： 1.案件所处的诉讼阶段：再审 2.上市公司所处的当事人地位：公司控股子公司长春美丽方民生购物中心有限公 司为本案再审被申请人、原审一审被告、原审二审被上诉人 3.涉案的金额：117,643.05 万元 4.对上市公司损益产生的影响：本诉讼对公司本期利润或期后利润无重大影响， 公司将依据有关会计准则的要求和届时的实际情况进行相应的会计处理，最终影响以 会计师事务所审计确认后的财务报告为准。公司将持续关注后续进展，并依据相关法 规履行信息披露义务。 供销大集集团股份有限公司（以下简称"公司"）控股子公司长春美丽方民生购物 中心有限公司（以下简称"长春美丽方"）于近日收到最高人民法院送达的（2024）最 高法民再 168 号《民事调解书》，现将诉讼进展情况公告如下。 一、重大诉讼的基本情况 336,071,886.25 元的基础上，增加抵押担保金额 244,586,461.67 ...

Core Viewpoint - The announcement from Gongxiao Daji indicates a legal dispute involving its subsidiary Changchun Meilifang and Shengjing Bank, with a total amount in question of 1,176.43 million yuan [1] Group 1: Legal Dispute Details - The dispute arises from mortgage guarantees, with the case undergoing first and second trials, culminating in a retrial by the Supreme People's Court which issued a civil mediation document [1] - The mediation agreement states that Shengjing Bank holds a debt claim against Changchun Meilifang, which is required to retain a debt of 580,658,347.92 yuan and compensate 447,285,142 yuan, consisting of 34,966,752.08 yuan in cash and 412,318,389.92 yuan in stocks [1] Group 2: Repayment Terms - Changchun Meilifang is obligated to repay a total of 615,625,100 yuan in principal and interest over a period of 10 years, with stocks to be paid within 30 days [1] Group 3: Financial Impact - The litigation is stated to have no significant impact on the company's current or future profits [1]

股票代码：000564 股票简称：供销大集 公告编号：2026-011 供销大集集团股份有限公司 关于公司股东部分股份质押的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 供销大集集团股份有限公司（以下简称"公司"）于近日通过中国证券登记结算有 限责任公司深圳分公司系统查询获悉公司股东十堰市新合作超市有限公司所持有的 公司部分股份质押。具体情况如下： 二、股东及其一致行动人股份累计质押情况 十堰市新合作超市有限公司为公司控股股东北京中合农信企业管理咨询有限公 司的一致行动人，截至2026年2月9日，控股股东及其一致行动人所持股份累计质押情 况如下： 注：由于四舍五入的原因，本表格中各分项之和可能与合计项之间存在尾差。 三、备查文件 1.中国证券登记结算有限责任公司证券质押及司法冻结明细表； 2.十堰市新合作超市有限公司告知函。 特此公告 供销大集集团股份有限公司 董 事 会 二〇二六年二月十二日 | | 持股数量 | 持股 | 累计质押股 | 占其 所持 | 占公司 | 已质押股份 情况 | | 未质押股份 情况 | | | --- | --- | -- ...

股票代码：000564 股票简称：供销大集 公告编号：2026-012 供销大集集团股份有限公司 关于向控股子公司提供担保的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 一、担保情况概述 担保分类 担保协议情况 实际发生担保情况 协议金额 （万元） 占公司 2024 年经审 计归属于上市公司股 东的净资产的比例 担保金额 （万元） 占公司 2024 年经审 计归属于上市公司股 东的净资产的比例 公司对控股子公司的担保 800.00 0.05% 0 0 控股子公司之间的担保 256,790.00 16.66% 113,517.08 7.36% 控股子公司对公司的担保 9,000.00 0.58% 2,000.00 0.13% 合计 266,590.00 17.29% 115,517.08 7.49% 2.截至 2026 年 2 月 11 日，供销大集及控股子公司的担保业务情况如下： 3.截至 2025 年 9 月 30 日，公司控股子公司的商业开发项目按行业经营惯例为项 目客户办理按揭贷款提供担保合计 4,726.17 万元。 4.除上述担保之外，公 ...

Group 1 - The company is closely monitoring its stock price in the secondary market, acknowledging that price fluctuations are influenced by multiple factors [2] - The company is committed to enhancing its performance and value through optimizing existing businesses and expanding into new areas to reward investors [2] - The company emphasizes the importance of information confidentiality and fair disclosure, adhering strictly to relevant regulations for listed companies [2] Group 2 - The company asserts that there are no undisclosed matters that should have been disclosed according to regulations [2] - The company is actively researching relevant regulations and policies, and will undertake related work based on its actual situation [2] - If there are any relevant plans, the company will fulfill its disclosure obligations in a timely manner according to regulations [2]

Core Viewpoint - The company, Supply and Marketing Cooperative (供销大集), plans to use its own funds to bid for a 60% stake in China National Investment Corporation's agricultural supply chain subsidiary, with a base transfer price of 99.78 million yuan [1][2]. Group 1: Company Strategy and Financials - The target company, National Investment Agricultural Products Supply Chain (国投农产品), is a state-controlled enterprise established in 2015, focusing on supply chain management, agricultural product processing, and trade [1]. - In 2025, the target company is projected to achieve a revenue of 547 million yuan and a net profit of 9.64 million yuan, significantly up from 2.13 million yuan in 2024, indicating its market competitiveness [1]. Group 2: Industry Context and Implications - The ongoing market-oriented reforms in mergers and acquisitions by the state encourage companies to enhance horizontal and vertical integration, which aligns with the company's strategy to integrate resources with the target company [2]. - Successful acquisition will enhance the company's operational capabilities and risk resilience, while also supporting national policies for urban-rural integration and agricultural product trade [2]. - The acquisition aligns with the central government's directive to diversify agricultural imports and support the export of advantageous agricultural products, further solidifying the company's position in the commodity trade sector [3].

Group 1 - The core point of the article is that Gongxiao Daji Group Co., Ltd. plans to use its own funds to bid for a 60% stake in Guotou Agricultural Products Supply Chain (Beijing) Co., Ltd., with a starting price of 99.7776 million yuan [1][2] - Guotou Agricultural Products, established in 2015, is a state-controlled enterprise under the National Development Investment Corporation, primarily engaged in supply chain management, agricultural product processing, and trade [1][2] - In 2025, Guotou Agricultural Products is projected to achieve a revenue of 547 million yuan and a net profit of 9.6368 million yuan, significantly up from 2.1329 million yuan in 2024, indicating its competitive position in the industry [1][2] Group 2 - The acquisition aligns with Gongxiao Daji's strategic vision to become a leading operator of urban and rural circulation infrastructure, addressing gaps in its agricultural product trade sector [2][3] - If the bid is successful, it will enhance Gongxiao Daji's control over the upstream supply chain and allow for resource integration, improving operational efficiency and risk resilience [1][2] - The acquisition is expected to facilitate the sharing of supply networks and logistics between Gongxiao Daji and Guotou Agricultural Products, enhancing business coverage and reducing logistics costs [2][3] Group 3 - The acquisition supports national policies for rural integration and aims to promote the upward movement of agricultural products and the downward movement of industrial goods, contributing to rural revitalization and economic prosperity [3]