今年上半年，拉卡拉实现营业收入26.5亿元，同比下降11%；归母净利润2.3亿元，同比下降45%；扣非 后归母净利润同比减少65%，但环比增长3%至1.5亿元。拉卡拉在财报中表示，营收下降主要受银行卡 收单市场整体影响，公司支付交易总金额同比下降9.2%；扣非后归母净利润同比减少，系公司营业收 入下降及运营成本存在一定刚性的影响。 孙浩然清仓拉卡拉股份，大股东联想控股也将减持 拉卡拉成立于2005年，2011年首批获得中国人民银行颁发的《支付业务许可证》，2019年4月25日登陆 深交所。据拉卡拉2024年报披露的股东信息，其前三大股东分别是联想控股、孙陶然、孙浩然，持股比 例为26.14%、6.91%、2.41%。 今年5月20日，拉卡拉就披露了《关于部分股东减持计划的预披露公告》，公司股东孙浩然计划通过集 中竞价和大宗交易方式减持不超过19,270,852股，即不超过剔除回购股份后公司总股本的2.45%。公告 显示，孙浩然股份来源是首次公开发行前取得的股份及资本公积转增股本获得的股份，减持原因为个人 资金需求。 21世纪经济报道记者 边万莉 近日，拉卡拉（300773）（SZ300773）发布关于部分股东 ...

Core Viewpoint - Lakala Payment Co., Ltd. has completed the share reduction plan of its shareholder Sun Haoran, who has sold a total of 19.27 million shares, accounting for 2.45% of the company's total share capital after excluding repurchased shares, and now holds no shares in the company [2][5][6]. Financial Performance - In the first half of 2025, Lakala reported a significant decline in performance, with total revenue of 2.65 billion yuan, a year-on-year decrease of 11.1%, and a net profit attributable to shareholders of 229 million yuan, down 45.3% year-on-year [4][11][12]. - The company's core businesses, digital payment and technology services, both experienced declines, with digital payment revenue falling by 10.3% to 2.36 billion yuan and technology service revenue decreasing by 17.5% to 140 million yuan [14]. Shareholder Actions - Sun Haoran's share reduction included selling 7.88 million shares through centralized bidding at an average price of 28.7 yuan per share and 11.39 million shares through block trading at an average price of 23.4 yuan per share, resulting in total cash proceeds of approximately 493 million yuan [5][6]. - Other major shareholders, such as Legend Holdings, have also announced plans to reduce their holdings, indicating a broader trend of shareholder exits from Lakala [6][9]. Market Context - The overall market for bank card acquiring has been negatively impacted, with a 9.2% year-on-year decline in total payment transaction amounts, which has contributed to Lakala's revenue drop [11][14]. - The tightening regulation in the third-party payment industry and the diminishing profit margins have led to increased pressure on leading institutions like Lakala, highlighting the urgent need for business adjustments to stabilize operations and rebuild shareholder trust [14].

资金流向方面，主力资金净流出2060.14万元，特大单买入2419.59万元，占比5.16%，卖出2698.79万 元，占比5.75%；大单买入9662.06万元，占比20.59%，卖出1.14亿元，占比24.39%。 拉卡拉今年以来股价涨45.37%，近5个交易日跌5.64%，近20日跌9.30%，近60日跌19.75%。 9月9日，拉卡拉盘中下跌2.00%，截至13:32，报25.44元/股，成交4.69亿元，换手率2.47%，总市值 200.49亿元。 截至6月30日，拉卡拉股东户数14.12万，较上期增加114.48%；人均流通股5199股，较上期减少 53.37%。2025年1月-6月，拉卡拉实现营业收入26.52亿元，同比减少11.12%；归母净利润2.29亿元，同 比减少45.33%。 分红方面，拉卡拉A股上市后累计派现24.58亿元。近三年，累计派现8.78亿元。 机构持仓方面，截止2025年6月30日，拉卡拉十大流通股东中，香港中央结算有限公司位居第六大流通 股东，持股563.98万股，相比上期增加52.38万股。南方中证1000ETF（512100）位居第七大流通股东， 持股511.36万 ...

Group 1 - The company, Lakala, reported that as of June 30, 2025, it will have 141,234 shareholders [2]

Group 1 - The company, Lakala, responded to investor inquiries on September 4, indicating that the latest number of shareholders can be found in the company's disclosed 2025 semi-annual report [2]

Core Viewpoint - Lakala's comprehensive payment solutions cover various scenarios including online and offline B2C payments, B2B payments, cross-border payments, and foreign card payments, indicating a strong market position and diverse service offerings [2] Group 1 - The company leads in payment transaction amounts for bank cards, QR codes, and cross-border payments, showcasing its competitive edge in the industry [2] - Lakala possesses advantages in scale, brand recognition, service network, licensing qualifications, and institutional partnerships, which contribute to its market leadership [2]

Market Overview - The diversified financial sector experienced a decline of 4.03% on September 3, with Zhongyou Capital leading the drop [1] - The Shanghai Composite Index closed at 3813.56, down 1.16%, while the Shenzhen Component Index closed at 12472.0, down 0.65% [1] Individual Stock Performance - Zhongyou Capital (000617) closed at 10.89, down 7.40% with a trading volume of 3.8771 million shares and a transaction value of 4.308 billion [1] - Lakala (300773) closed at 25.42, down 5.71% with a trading volume of 426,100 shares and a transaction value of 1.114 billion [1] - ST Nengmao (6650009) closed at 8.58, down 4.98% with a trading volume of 52,000 shares and a transaction value of 45.5848 million [1] - Huajin Capital (000532) closed at 14.70, down 4.73% with a trading volume of 115,200 shares and a transaction value of 173 million [1] - New Power Financial (600318) closed at 10.22, down 4.66% with a trading volume of 418,200 shares and a transaction value of 434 million [1] Capital Flow Analysis - The diversified financial sector saw a net outflow of 1.32 billion from institutional investors, while retail investors had a net inflow of 1.265 billion [1] - The table of capital flow indicates varying levels of net inflow and outflow among individual stocks, with some stocks like ST Xiongmao and ST Rindong experiencing significant outflows from institutional investors [2]

Core Viewpoint - Lakala's stock price has experienced fluctuations, with a year-to-date increase of 50.97% but a recent decline of 5.64% over the past five trading days [1] Company Overview - Lakala Payment Co., Ltd. is based in Haidian District, Beijing, and was established on January 6, 2005, with its IPO on April 25, 2019 [1] - The company primarily provides acquiring services for small and micro enterprises and personal payment services, with a revenue composition of 89.70% from payment services, 5.39% from other services, and 4.91% from technology services [1] Financial Performance - For the first half of 2025, Lakala reported a revenue of 2.652 billion yuan, a year-on-year decrease of 11.12%, and a net profit attributable to shareholders of 229 million yuan, down 45.33% year-on-year [2] - Since its A-share listing, Lakala has distributed a total of 2.458 billion yuan in dividends, with 878 million yuan distributed over the past three years [3] Shareholder Information - As of June 30, 2025, Lakala had 141,200 shareholders, an increase of 114.48% from the previous period, with an average of 5,199 circulating shares per shareholder, a decrease of 53.37% [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited and various ETFs, with notable increases in holdings for several institutional investors [3]

Core Viewpoint - The shareholder Sun Haoran of Lakala has completed a share reduction plan, significantly impacting the company's stock ownership structure [1] Summary by Relevant Sections Share Reduction Details - From June 12, 2025, to July 2, 2025, Sun Haoran reduced holdings by 7.8808 million shares, accounting for 1.00% of total shares, at a price range of 23.4 to 34.3 CNY per share, with an average price of 28.7 CNY per share [1] - From June 30, 2025, to August 29, 2025, an additional 11.3901 million shares were sold through block trading, representing 1.45% of total shares, at a price range of 21.3 to 29.2 CNY per share, with an average price of 23.4 CNY per share [1] - The total reduction amounted to 19.2709 million shares, which is 2.45% of the company's total share capital, leaving Sun Haoran with no remaining shares [1]

证券代码：300773 证券简称：拉卡拉 公告编号：2025-057 拉卡拉支付股份有限公司 关于部分股东减持计划完成暨实施情况的公告 股东孙浩然保证向本公司提供的信息内容真实、准确、完整，没有虚假记载 、 误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 拉卡拉支付股份有限公司（以下简称"公司"）于2025年5月20日披露了《关 于部分股东减持计划的预披露公告》（公告编号 2025-030）。公司股东孙浩然先 生计划通过集中竞价和大宗交易方式减持不超过19,270,852股，即不超过剔除回 购股份后公司总股本的2.45%，其中，通过集中竞价方式减持不超过7,880,824股， 即不超过剔除回购股份后公司总股本的1.00%。 公司于近日收到孙浩然先生出具的《关于公司股份减持情况的告知函》，截 至本公告日，孙浩然先生本次减持计划已实施完毕，减持实施情况如下： | 1. | 股东减持股份情况 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 股东名称 | 减持方式 | 减持期间 | 减持价格区间 （元/股） ...