Core Viewpoint - The controlling stake of Heizhima (000716.SZ) may change as its major shareholder, Heiwulei Group, plans to transfer approximately 20% of its shares to a state-owned enterprise in Guangxi, potentially leading to a shift in the company's strategic direction [2][3][9]. Group 1: Share Transfer and Control Change - Heiwulei Group is planning to transfer about 20% of its shares in Heizhima to a state-owned enterprise in Guangxi, which could result in a change of control for the company [3][9]. - As of the end of Q1 2025, Heiwulei Group holds 30.25% of Heizhima's shares, and if the transfer is completed, the state-owned enterprise will become the new controlling shareholder [9][10]. Group 2: Financial Performance and Strategic Challenges - Heizhima has faced declining performance, with net profits decreasing continuously from 2018 to 2022, including losses of 109 million yuan in 2021 and 140 million yuan in 2022 [12]. - The company attempted to diversify into the renewable energy sector but faced setbacks, including the termination of a planned investment in a lithium battery project [12][13]. - The company announced a 35 billion yuan investment to establish a lithium battery production base, with over 60% of the funding expected to come from bank loans [12][13]. Group 3: Governance and Regulatory Issues - The company has faced governance challenges, including warnings from regulatory bodies regarding non-operational fund occupation and unauthorized guarantees [16][17]. - The former chairman, Wei Qingwen, resigned amid these issues, and the company has been under scrutiny for its financial practices [16][18]. - In Q1 2025, Heizhima reported revenues of 442 million yuan, a year-on-year decline of 3.74%, and a net profit of 2.25 million yuan, down 29.61% year-on-year [18].

Core Viewpoint - The company "Heizhima" is undergoing a significant change in ownership, with its controlling shareholder planning to transfer approximately 20% of its shares to a state-owned enterprise in the Guangxi region, which may lead to a change in control of the company [4]. Company Overview - Founded in 1984, Heizhima Group is a large private enterprise focusing on the black sesame industry, integrating research, production, and sales of health products [7]. - Heizhima is listed on the Shenzhen Stock Exchange and is recognized as the first stock in China's black sesame industry, with its "Southern Black Sesame Paste" being a well-known brand in China [7]. Recent Developments - As of August 1, the company's stock price increased by 4.81%, closing at 6.54 yuan per share, with a total market value of 4.928 billion yuan [8]. - The company has faced scrutiny from the Guangxi Securities Regulatory Bureau due to issues such as non-operating fund occupation by controlling shareholders and inadequate corporate governance [11]. Financial Performance - In Q1 2025, the company reported a revenue of 442 million yuan, a year-on-year decrease of 3.74%, with a net profit of only 2.25 million yuan [11]. - From 2018 to 2022, the company's net profit declined from 59.91 million yuan to a loss of 140 million yuan, indicating a continuous deterioration in profitability [11]. Strategic Challenges - The company has attempted various cross-industry expansions, including investments in health drinks and baked goods, but these efforts have not reversed the declining performance [12]. - In 2023, the company announced plans to invest 3.5 billion yuan in lithium battery production but later decided to pause this project to refocus on the health food industry [12][13]. - The market share of its core product has significantly decreased, from 60% in the past to a projected 34.6% of revenue in 2024 [13].

登录新浪财经APP 搜索【信披】查看更多考评等级 （企业公告） 8月4日，黑芝麻发布公告称，公司于2025年8月1日收市后收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"）的通知，黑五类集团正在筹划涉及其所持有公司股份转让事宜，其拟将持 有占公司总股本约20%的股份转让给广西壮族自治区文旅及大健康行业的国有企业，前述股份转让事项 可能导致公司控制权发生变更，本次权益变动事项尚需履行协议转让相关程序，及尚需国有资产监督管 理等有权部门的审批。目前涉及各方正就具体交易方案、协议等相关事项进行论证和磋商，但尚未签署 相关协议，具体情况以各方签订的相关协议为准。 因上述事项尚在筹划中，存在不确定性。为保证公平信息披露，避免公司股价异常波动，维护广大投资 者利益，根据《深圳证券交易所上市公司自律监管指引第6号—停复牌》等相关规定，经向深圳证券交 易所申请，公司股票自 2025年8月4日（星期一）开市起停牌，预计停牌时间不超过2个交易日。 ...

（深交所） 8月4日，深交所发布公告称，南方黑芝麻集团股份有限公司拟筹划控制权变更事项，根据本所《股票上市规则》和 《上市公司自律监管指引第6号——停复牌》的有关规定，经公司申请，公司股票（证券简称：黑芝麻，证券代码： 000716）于2025年8月4日开市起临时停牌，待公司通过指定媒体披露相关公告后复牌，敬请投资者密切关注。 ...

格隆汇8月4日｜据21财经，黑芝麻发布公告称，公司控股股东正在筹划涉及其所持有公司股份转让事 宜，该事项可能导致公司控制权发生变更。公司股票自2025年8月4日开市起停牌，预计停牌时间不超过 2个交易日。值得注意的是，社交平台上，曾有网友在7月3日发文称，"黑芝麻将在8月12号要启动重组 了，你们还卖"。针对这一"预言"，黑芝麻工作人员表示，公司证券部也是上周五下午收盘后才接到相 关信息，对于上述传言并不清楚。 ...

黑芝麻发布公告称，公司控股股东正在筹划涉及其所持有公司股份转让事宜，该事项可能导致公司控制 权发生变更。公司股票自2025年8月4日开市起停牌，预计停牌时间不超过2个交易日。值得注意的是， 社交平台上，曾有网友在7月3日发文称，"黑芝麻将在8月12号要启动重组了，你们还卖"。针对这一"预 言"，黑芝麻工作人员向以投资者身份采访的记者表示，公司证券部也是上周五下午收盘后才接到相关 信息，对于上述传言并不清楚。 (21财经) ...

Group 1 - The core point of the article is that Heizhima (000716.SZ) announced that its controlling shareholder is planning to transfer shares, which may lead to a change in company control [1] - The company's stock will be suspended from trading starting August 4, 2025, with an expected suspension period of no more than 2 trading days [1] - There was a social media post on July 3 predicting that Heizhima would initiate a restructuring on August 12, but the company's staff stated they were unaware of such rumors until after the market closed on the previous Friday [1]

格隆汇8月4日丨黑芝麻(000716.SZ)公布，公司于2025年8月1日收市后收到控股股东黑五类集团的通 知，黑五类集团正在筹划涉及其所持有公司股份转让事宜，其拟将持有占公司总股本约20%的股份转让 给广西壮族自治区文旅及大健康行业的国有企业，前述股份转让事项可能导致公司控制权发生变更，本 次权益变动事项尚需履行协议转让相关程序，及尚需国有资产监督管理等有权部门的审批。目前涉及各 方正就具体交易方案、协议等相关事项进行论证和磋商，但尚未签署相关协议，具体情况以各方签订的 相关协议为准。 （原标题：黑芝麻(000716.SZ)：控股股东拟将公司20%股权转让予广西国企 8月4日起停牌） 因上述事项尚在筹划中，存在不确定性。为保证公平信息披露，避免公司股价异常波动，维护广大投资 者利益，根据(深圳证券交易所上市公司自律监管指引第6号—停复牌》等相关规定，经向深圳证券交易 所申请，公司股票(股票简称：黑芝麻，股票代码：000716)自2025年8月4日星期一)开市起停牌，预计停 牌时间不超过2个交易日。 ...

Core Viewpoint - The company, Southern Black Sesame Group Co., Ltd., is undergoing a potential change in control as its major shareholder, Guangxi Black Five Food Group Co., Ltd., plans to transfer approximately 20% of its shares to a state-owned enterprise in the Guangxi Zhuang Autonomous Region, which may lead to a change in the company's control [2][4]. Company Overview - Southern Black Sesame Group was founded in 1984 and is a large private enterprise focusing on the black sesame industry, integrating research, production, and sales of health products [6]. - The company is recognized as one of the first agricultural industrialization leading enterprises in China and is listed as the first black sesame industry stock on the Shenzhen Stock Exchange [6]. - The company’s headquarters is located in Nanning, Guangxi, with production bases in multiple provinces including Guangxi, Anhui, Hubei, and Zhejiang [6]. Product and Market Strategy - The company offers a variety of products including black sesame paste, drinks, and health foods, targeting the aging population and health-conscious consumers [6]. - The brand "Southern Black Sesame Paste" is well-known in China and has been popular for over thirty years, while the company has launched a high-end health black sesame paste product in 2023 [6]. - The company is also focusing on the beverage sector, promoting ready-to-drink black sesame products and collaborating with traditional medicine research institutions to develop health drinks for the elderly [7]. Financial Performance - In 2024, the company reported a revenue of 2.465 billion yuan, a decrease of 7.92% year-on-year, attributed to strategic adjustments aimed at improving quality and efficiency [8]. - The net profit for the same period was 77.74 million yuan, showing a significant increase of 80.46% year-on-year [8]. - For the first quarter of the current year, the company achieved a revenue of 442 million yuan, down 3.74% year-on-year, with a net profit of 2.25 million yuan, a decline of 29.61% [8]. Stock Performance - As of August 1, the company's stock price increased by 4.81%, closing at 6.54 yuan per share, with a total market capitalization of 4.928 billion yuan [9].

Core Viewpoint - The company Black Sesame (000716) is planning a change in control, leading to a temporary suspension of its stock trading starting August 4, 2025, until further announcements are made [1] Company Overview - Black Sesame is engaged in the research, production, and sales of health-focused food products, as well as providing one-stop e-commerce services [1] - The main product lines include black sesame paste, drinks, rice, and coarse grains, with a notable product being the only health food-marked black sesame paste in China [1] Financial Performance - In 2024, Black Sesame reported a revenue of 2.465 billion yuan, a year-on-year decrease of 7.92%, attributed to a strategic shift towards quality and efficiency, resulting in the reduction of low-performing e-commerce operations [1] - The net profit for 2024 was 77.7376 million yuan, showing a significant year-on-year increase of 80.46% [1] - For the first quarter of this year, the company achieved a revenue of 442 million yuan, down 3.74% year-on-year, with a net profit of 2.2511 million yuan, reflecting a decline of 29.61% [1] Market Conditions - The company has noted increased competition in its market, with issues such as international brands engaging in price dumping and regional small brands competing on price, leading to product homogenization [2] - The decline in revenue from third-party brand e-commerce operations is primarily due to the company's strategic focus on high-margin brand operations, despite a decrease in overall revenue from this segment [2] - The company plans to continue optimizing its business structure to adapt to market changes and align with its strategic development needs [2]