今日具体限售解禁股情况如下： | 股票简称 | 股票代码 | 限售股类型 | 解禁股数 | | --- | --- | --- | --- | | 黑芝麻 | 000716 | 股权激励限售流通 | 332.15万 | | 大为股份 | 002213 | 股权激励限售流通 | 37.35万 | | 永贵电器 | 300351 | 股权激励限售流通 | 4.5万 | | 国茂股份 | 603915 | 股权激励限售流通 | 249.08万 | | 宏英智能 | 001266 | 延长限售锁定期流通 | 6754.44万 | 智通财经APP获悉，8月28日共有5家上市公司的限售股解禁，解禁总市值约18.06亿元。 ...

Core Viewpoint - The announcement reveals that the controlling shareholder of Heizhima, Guangxi Heiwulei Food Group, will have 3.2 million shares judicially disposed of, which represents 1.40% of their total holdings and 0.42% of the company's total share capital [2][5]. Group 1 - The judicial disposal is linked to a nine-year-old case involving a contract between China Railway Construction Group and Nanchang Rongzhou Investment Co., where Heiwulei Group guaranteed a debt of 100 million yuan [5]. - The court's decision to enforce against the shares instead of the debtor's assets is viewed as a violation of legal provisions, as the debtor should be the first to fulfill the debt obligations [5][6]. - The ongoing share transfer agreement between Heiwulei Group and Guangxi Lvfa Health Industry Group involves the sale of 20% of Heizhima's total shares at a price of 6.25 yuan per share, totaling 941 million yuan [6][7]. Group 2 - The share transfer agreement includes a voting rights waiver from Heiwulei Group and other shareholders, which will reduce their voting rights from 17.66% to 17.24% if the judicial disposal occurs [6][7]. - Heiwulei Group and Guangxi Lvfa have signed a profit guarantee agreement, committing to specific net profit targets for the years 2025, 2026, and 2027, with penalties for non-compliance [7][8]. - Heizhima has experienced significant revenue fluctuations, with reported revenues from 2020 to 2024 ranging from 24.65 billion yuan to 40.25 billion yuan, and a net profit that has varied widely, indicating potential challenges in meeting future performance targets [8].

2025年8月27日，黑芝麻（000716.SZ）公告显示，控股股东广西黑五类食品集团有限责任公司（下 称"黑五类集团"）所持公司320万股股份将被司法处置，占其所持公司全部股份的1.40%，占公司总股本 的0.42%。 本次司法处置所涉事件要追溯到九年前。2016年，中铁建设集团与南昌市容州投资有限公司（下称"南 昌容州"）签订了《容州港九城二期工程建设工程施工合同》，约定南昌容州将容州港九城二期工程中 的土方开挖工程、园林绿化工程等发包给中铁建设集团。 2021年，南昌容州、黑五类集团与中铁建设集团签订协议，约定黑五类集团对本工程一系列款项承担连 带责任保证，担保金额1亿元。同年，南昌容州违约，中铁建设集团向南昌市中级人民法院提起诉讼。 公告称， 在本案中，中铁建设集团已查封了债务人南昌容州名下6套商铺和1414个车位，且已在执行变 现中，该等财产足以覆盖执行金额，再对担保人采取执行措施严重超标的，应当予以立即停止。 公告认为，法院在2025年7月24日对已查封的南昌容州商铺进行撤销拍卖，转而直接对申请人的股票进 行强制执行，违反法律规定。南昌容州作为债务人是债务的最终承担者，黑五类集团作为保证人只是债 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：000716 证券简称：黑芝麻 公告编号：2025-039 南方黑芝麻集团股份有限公司 关于控股股东部分股份将被司法处置的提示性公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误导性陈述或重大遗 漏。 特别提示： 1、本次公司控股股东广西黑五类食品集团有限责任公司（以下简称"黑五类集团"）将被司法处置的标 的为其持有公司的320万股无限售流通股股份，占其所持公司全部股份的1.40%，占公司总股本的 0.42%。 2、本次司法处置黑五类集团所持公司部分股份的具体方式、期限尚未明确，因本次被司法执行导致股 份变动的时间、数量及价格等存在不确定性。公司将密切关注该事项的后续进展，并及时履行信息披露 义务。 3、2025年8月8日，黑五类集团与广西旅发大健康产业集团有限公司（以下简称"广旅大健康"）签署了 《广西旅发大健康产业集团有限公司与广西黑五类食品集团有限责任公司关于南方黑芝麻集团股份有限 公司之股份转让协议》（以下简称《股份转让协议》），目前各相关方正在履行该股份收购的尽职调查 等相关程序。在前述转让股份过户登记前，黑五 ...

关于控股股东部分股份将被司法处置的提示性公告 证券代码：000716 证券简称：黑芝麻 公告编号：2025-039 南方黑芝麻集团股份有限公司 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示： 1、本次公司控股股东广西黑五类食品集团有限责任公司（以下简称"黑五类 集团"）将被司法处置的标的为其持有公司的 320 万股无限售流通股股份，占其 所持公司全部股份的 1.40%，占公司总股本的 0.42%。 2、本次司法处置黑五类集团所持公司部分股份的具体方式、期限尚未明确， 因本次被司法执行导致股份变动的时间、数量及价格等存在不确定性。公司将密 切关注该事项的后续进展，并及时履行信息披露义务。 3、2025 年 8 月 8 日，黑五类集团与广西旅发大健康产业集团有限公司（以 下简称"广旅大健康"）签署了《广西旅发大健康产业集团有限公司与广西黑五 类食品集团有限责任公司关于南方黑芝麻集团股份有限公司之股份转让协议》（以 下简称《股份转让协议》），目前各相关方正在履行该股份收购的尽职调查等相 关程序。在前述转让股份过户登记前，黑五类集团仍为公司控股股东；在前述 ...

证券日报网讯黑芝麻（000716）8月26日在互动平台回答投资者提问时表示，截至2025年8月20日，公司 股东约为10.7万户。 ...

Group 1 - The company is currently focused on the production and operation of health food business [1]

此外，黑芝麻智能公布收购人工智能(AI)系统芯片及解决方案业务进展，截至公告日期，可能收购事项 的尽职调查、审计及其他工作正有序开展。公司知悉，目标公司继续由原管理团队正常营运，公司预期 该团队将留任目标公司并负责其持续运营与管理，该团队亦正与公司积极商讨收购完成后目标公司之企 业管治及业绩目标。 黑芝麻（000716）智能(02533)跌超4%，截至发稿，跌3.94%，报18.54港元，成交额3.65亿港元。 消息面上，8月22日晚，黑芝麻智能发盈警，尽管预期集团将于截至2025年6月30日止六个月录得收益超 过人民币2.5亿元，较2024年同期增长超过38%，但集团预期于该期间录得亏损净额不超过人民币8亿 元，主要归因于因集团雇员授出奖励而产生的不低于人民币2亿元的以股份为基础的薪酬开支；集团于 高阶辅助驾驶及解决方案的研发方面所付出的努力及产生的开支；及股份在联交所上市后优先股转为普 通股，导致金融工具的公允价值收益减少。 ...

Core Viewpoint - Black Sesame Intelligence (02533) issued a profit warning, expecting a revenue of over RMB 250 million for the six months ending June 30, 2025, which represents a growth of over 38% compared to the same period in 2024, but anticipates a net loss of no more than RMB 800 million due to various factors including employee stock-based compensation and R&D expenses [1][1][1] Financial Performance - The company expects to record a revenue exceeding RMB 250 million for the six months ending June 30, 2025, marking a growth of over 38% year-on-year [1][1][1] - Anticipated net loss for the same period is projected to be no more than RMB 800 million [1][1][1] Cost Factors - The expected loss is primarily attributed to stock-based compensation expenses of no less than RMB 200 million due to employee awards [1][1][1] - Additional costs arise from R&D efforts in high-level assisted driving and solutions [1][1][1] - The conversion of preferred shares to common shares post-listing has led to a decrease in the fair value gains of financial instruments [1][1][1] Acquisition Progress - Black Sesame Intelligence is progressing with the acquisition of an AI systems chip and solutions business, with due diligence and auditing activities ongoing [1][1][1] - The target company continues to operate under its original management team, which is expected to remain post-acquisition and will be responsible for ongoing operations and management [1][1][1] - Discussions are actively taking place regarding corporate governance and performance targets for the target company after the acquisition [1][1][1]

Group 1 - The core viewpoint of the articles highlights the significant shift in the Hong Kong stock market regarding the 18C specialized technology companies, with a notable decline in IPO activity and increasing challenges for these companies to commercialize successfully [1][9][11] - In 2024, the Hong Kong Stock Exchange implemented reforms that lowered the minimum market capitalization requirements for 18C companies, with commercialized companies' threshold reduced from HKD 60 billion to HKD 40 billion, and non-commercialized companies from HKD 100 billion to HKD 80 billion [1][9] - Despite the lowered thresholds, the market has seen no successful IPOs for 18C companies in 2025, with 12 companies having submitted applications but facing significant hurdles in the current market environment [9][11] Group 2 - Three listed 18C companies have engaged in active fundraising through secondary offerings, with Crystal Technology raising a total of HKD 32.2 billion, significantly exceeding its IPO fundraising scale [4] - Black Sesame Intelligence has experienced a 31% decline in stock price since its IPO, despite a positive earnings forecast, indicating a disconnect between market expectations and actual performance [6] - Yujiang, the smallest company by market capitalization at IPO, has seen its stock price increase by 188%, yet its financial performance remains weak, raising concerns about its sustainability as a specialized technology firm [7][11] Group 3 - The financial performance of the listed 18C companies shows a disparity between revenue growth and profitability, with many companies struggling to maintain a balance between innovation and short-term financial results [12] - Research and development expenditures among the companies vary significantly, with Crystal Technology and Black Sesame Intelligence investing heavily compared to Yujiang, which has reduced its R&D spending [8][12] - The overall market sentiment towards 18C companies remains cautious, as evidenced by the lack of successful IPOs and the challenges faced by companies in meeting both market expectations and regulatory requirements [9][11]