“火腿第一股”金字火腿或将“易主” 交易对手主要从事投资管理

Core Viewpoint - Jinzi Ham may face a change in actual control as the current controller, Ren Guilong, is planning to transfer shares, which could lead to a change in the company's control [1][2] Group 1: Shareholder Changes - The current actual controller, Ren Guilong, holds 18.83% of the company's shares and became the actual controller in 2021 through share acquisition [2] - Ren Guilong's entry as the actual controller involved a change from the original intended controller, Ren Qifeng, due to conditions related to the acquisition [2] - The previous actual controller, Shi Yanjun, has been reducing his stake, with a total of 14.01 million shares sold recently, decreasing his holding from 6.16% to below 5% [3] Group 2: Financial Performance - Jinzi Ham's revenue has been declining since Ren Guilong took control, with a slight recovery in 2023, achieving revenue of 344 million yuan, a year-on-year increase of 9.62% [4] - The net profit attributable to the parent company was 62 million yuan in 2023, reflecting a year-on-year growth of 55.19% [4] - The main products, ham and specialty meat products, generated 54.46% and 22.26% of revenue respectively, with both categories experiencing revenue growth in 2024 but a decline in gross margin [6] Group 3: Industry Context - The overall ham industry faced challenges in 2023, with reduced customer spending and declining sales reported by major companies [7] - Despite the industry's difficulties, the company remains optimistic about future demand for meat products, emphasizing the need to adapt to market and consumer preferences [7]