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经营范围删除“白酒”,金种子酒要转型?刚刚公司最新回应

Core Viewpoint - The company, Jinzhongzi Liquor, has changed its business scope significantly, notably omitting the mention of "liquor" from its operations, which has raised investor speculation about potential diversification into other alcoholic beverages like beer and wine. However, the company clarified that this change is merely a regulatory adjustment and does not indicate a shift in business strategy [2][3][4][8]. Business Scope Change - The business scope has been revised from "liquor and other alcoholic beverage production" to "alcoholic beverage production," consolidating the description and removing explicit references to "liquor" [4][8]. - The previous description of "production of raw materials for alcoholic beverages" has been changed to "primary agricultural product acquisition," indicating a shift in terminology rather than a change in operations [4][8]. Investor Reactions and Company Response - Investors speculated that the omission of "liquor" could signal a diversification strategy; however, the company denied these claims, stating that the change was made for regulatory compliance and that the business operations remain unchanged [3][8]. - Following the announcement, the company's stock experienced slight fluctuations, opening with a minor increase but maintaining a volatile performance [9]. Financial Performance and Management Concerns - The company has faced continuous losses since the acquisition by China Resources in early 2022, leading to scrutiny over executive compensation amidst poor financial results [10][11]. - In the first quarter of the current year, the company reported a gross profit margin exceeding 40%, yet the net profit attributable to shareholders was -13.5%, raising questions about expense management and the rationale behind high executive salaries [11]. - During the 2024 annual shareholder meeting, a significant portion of shareholders (45.6%) voted against the proposed executive compensation, reflecting dissatisfaction with the management's performance in light of ongoing losses [11].