香港联交所最新资料显示，8月15日，Northern Light Partners IV L.P.减持黑芝麻（000716）智能 (02533)38.38万股，每股作价18.0007港元，总金额约为690.87万港元。减持后最新持股数目约为3786.87 万股，持股比例为5.97%。 本次交易涉及其他关联方：Northern Light Venture Capital IV,Ltd.、The D&H Family Trust dated December7,2001、邓锋。 ...

本次交易涉及其他关联方：Northern Light Venture Capital IV, Ltd.、The D&H Family Trust dated December 7, 2001、邓锋。 （原标题：Northern Light Partners IV L.P.增持黑芝麻智能(02533)38.38万股 每股作价约18港元） 智通财经APP获悉，香港联交所最新资料显示，8月15日，Northern Light Partners IV L.P.减持黑芝麻智能 (02533)38.38万股，每股作价18.0007港元，总金额约为690.87万港元。减持后最新持股数目约为3786.87 万股，持股比例为5.97%。 ...

关于股东部分股份解除质押及再质押的公告 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。 特别风险提示： 公司控股股东及其一致行动人质押股份数量（含本次）占其所持公司股份数量 比例为 71.74%，请投资者注意相关风险。 南方黑芝麻集团股份有限公司（以下简称"公司"）近日接到控股股东广西黑 五类食品集团有限责任公司（以下简称"黑五类集团"、"控股股东"）的通知， 其将所持有公司的部分股份办理解除质押及再质押手续；公司股东、实际控制人李 汉荣先生、李汉朝先生将其所持有公司的股份解除质押，现将具体情况公告如下： 二、股东股份本次质押的基本情况 股东 名称 是否为控股 股东或第一 大股东及其 一致行动人 本次解除 质押股份 数量（股） 占其所 持股份 比例 占公司 总股本 比例 起始日 解除日期 质权人 黑五类集团 是 45,000,000 19.74% 5.97% 2024-11-21 2025-08-15 厦门万福 汇典当有 限公司 李汉荣 是 10,500,000 100% 1.39% 2024-08-06 2025-08-15 厦门万福 汇典当有 限公司 李汉 ...

金融界消息 截至2025年8月19日收盘，黑芝麻（000716）报收于6.7元，上涨2.45%，换手率9.02%，成 交量64.10万手，成交金额4.28亿元。 资金流向方面，今日主力资金净流入1265.30万元，占比成交额2.96%。其中，超大单净流入1063.29万 元、占成交额2.48%，大单净流入202.02万元、占成交额0.47%，中单净流出流出1137.52万元、占成交 额2.66%，小单净流出127.78万元、占成交额0.3%。 黑芝麻最新一期业绩显示，截至2025一季报，公司营业总收入4.42亿元、同比减少3.74%，归属净利润 225.11万元，同比减少29.61%，扣非净利润138.27万元，同比减少139.61%，流动比率1.081、速动比率 0.750、资产负债率39.18%。 天眼查商业履历信息显示，南方黑芝麻集团股份有限公司，成立于1993年，位于玉林市，是一家以从事 食品制造业为主的企业。企业注册资本75348.955万人民币，实缴资本3801.46万人民币。公司法定代表 人为李玉珺。 通过天眼查大数据分析，南方黑芝麻集团股份有限公司共对外投资了28家企业，参与招投标项目44次， ...

格隆汇8月19日丨黑芝麻智能(02533.HK)宣布，本公司将于2025年8月29日（星期五）举行董事会会议， 藉以（其中包括）审议及批准本集团截至2025年6月30日止六个月的中期业绩及其发布，以及考虑派付 中期股息（如有）。 ...

Group 1 - The core viewpoint of the article is that Hezhima Intelligent has officially entered the active safety field of rail transit by launching an AI obstacle detection and warning system aimed at high-speed transportation networks [1] Group 2 - The company is focusing on enhancing safety measures in rail transit, which is a critical area for high-speed transportation [1] - The introduction of the AI system indicates a strategic move to leverage technology for improving operational safety in the transportation sector [1] - This development may position the company as a key player in the growing market for rail safety solutions [1]

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。 特别风险提示： 证券代码：000716 证券简称：黑芝麻 公告编号：2025-037 南方黑芝麻集团股份有限公司 关于控股股东部分股份质押的公告 公司控股股东及其一致行动人质押股份数量（含本次）占其所持公司股份数量 比例为 77.38%，请投资者注意相关风险。 南方黑芝麻集团股份有限公司（以下简称"公司"）近日接到控股股东广西黑 五类食品集团有限责任公司（以下简称"黑五类集团"、"控股股东"）的通知， 其将所持有公司的部分股份办理了质押，现将具体情况公告如下： 注：2025 年 8 月 8 日，公司控股股东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《股份转让协议》，黑五类集团拟通 过协议转让的方式向广旅大健康出让其持有的公司无限售流通股股份 150,697,910 股，占公司总股本的 20%。根据《股份转让协议》约定，本次黑五类集团向广旅 股东 名称 是否为控 股股东或 第一大股 东及其一 致行动人 本次质押 数量（股） 占其所 持股份 比例 占公 司总 股本 比例 是否 为限 ...

Core Viewpoint - The control change at Hezhima (000716.SZ) is a response to the liquidity crisis faced by its major shareholder, leading to a strategic acquisition by Guangxi Travel Health Industry Group at a discounted share price, with the aim of stabilizing the company and addressing its financial challenges [1][2][3]. Group 1: Control Change and Financial Implications - Hezhima's stock rose by 2.29% on the day of its resumption of trading after a week-long suspension, reflecting a mild market reaction to the change in control [1]. - Guangxi Travel Health acquired 20% of Hezhima's shares at a price of 6.25 yuan per share, totaling 942 million yuan, which is approximately 4.4% lower than the pre-suspension price of 6.54 yuan [1]. - The transaction is structured to address the high pledge ratio of shares held by the previous major shareholder, with 71.11% of their holdings pledged, amounting to 21.51% of the total shares [2][3]. Group 2: Challenges and Historical Context - Hezhima has faced significant challenges due to a history of failed diversification and strategic missteps, leading to a decline in its core product sales since 2019 [5][7]. - The company has a complex history of acquisitions and divestitures, including a failed investment in an e-commerce platform and a stalled project in the energy sector, which have contributed to its current financial instability [7][13]. - The internal control issues at Hezhima, including unauthorized fund usage and regulatory warnings, highlight the need for a comprehensive governance overhaul following the change in control [11][12]. Group 3: Future Prospects and Synergies - The entry of Guangxi Travel Health is seen as a potential turning point for Hezhima, with expectations of improved resource allocation and market access through the integration of their health food and wellness initiatives [15][17]. - Guangxi Travel Health's existing healthcare infrastructure and distribution channels may provide Hezhima with new opportunities to revitalize its product offerings and enhance market presence [15][17]. - The collaboration could lead to a more focused strategy for Hezhima, potentially reducing its operational inefficiencies and improving its financial health in the long term [15][17].

Core Viewpoint - Traditional instant beverages like Xiangpiaopiao milk tea, Wewei soybean milk, and Southern black sesame paste are facing a collective crisis due to declining sales, primarily driven by a shift in consumer preferences towards more convenient and healthier options [1][4][10] Group 1: Market Performance - In 2024, Xiangpiaopiao's revenue from instant products was 2.271 billion yuan, a year-on-year decline of 15.42% [5] - Wewei's solid instant beverage revenue was 1.909 billion yuan in the previous year, down 3.02% [5] - Southern black sesame's instant beverage revenue was 854 million yuan, a decrease of 3.90% [5] - Xiangpiaopiao's peak sales in 2020 reached 3.067 billion yuan, but by 2024, revenue had dropped to 2.271 billion yuan, indicating a significant decline in market share [8][10] Group 2: Consumer Trends - The decline in instant beverage consumption is attributed to changing lifestyles, with younger consumers favoring immediate satisfaction and convenience [10][12] - Instant beverages were originally transitional products during a time of limited market supply, but as fresh and ready-to-drink options have become more available, traditional instant products have lost their appeal [10][17] Group 3: Company Strategies - Companies like Wewei and Southern black sesame are diversifying their product lines to include ready-to-drink options and other innovations to adapt to market changes [12][15] - Xiangpiaopiao has introduced new products like Meco fruit tea and other ready-to-drink beverages to capture market share [14][23] - Despite these efforts, the transition to ready-to-drink markets is challenging due to intense competition from established players in the beverage industry [15][23] Group 4: Historical Context - Wewei and Southern black sesame have a long history, with Wewei being established in 1992 and achieving significant market share in the soybean milk sector [8][21] - The traditional instant beverage market has been in decline for several years, with companies struggling to maintain their previous growth trajectories [5][6][10]

Core Viewpoint - The stock price of Heizhima is reported at 6.53 yuan, reflecting a decrease of 0.27 yuan from the previous trading day, indicating market volatility and investor sentiment [1] Company Overview - Heizhima's main business involves the production and sale of food and beverages, including products such as black sesame paste and sesame oil [1] - The company operates within the food and beverage sector and is part of the Guangxi region [1] Stock Performance - The stock reached a high of 6.75 yuan and a low of 6.51 yuan during the trading session, with a trading volume of 525,199 hands and a total transaction amount of 347 million yuan [1] - As of August 8, the number of shareholders is approximately 110,000 [1] Financial Information - The proposed dividend plan for the fiscal year 2024 is to distribute 0.5 yuan for every 10 shares [1] - On August 14, the net outflow of main funds was 24.32 million yuan, with a cumulative net outflow of 87.48 million yuan over the past five days [1]