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漱玉平民门店单季减少119家 实控人拟减持2%或套现1.07亿元

Core Viewpoint - The company Shuyupingmin (301017.SZ) is experiencing significant shareholder reductions, particularly from its controlling shareholder, which raises concerns about its financial health and future performance [1][2][4]. Shareholder Reduction Plans - The controlling shareholder, Li Wenjie, plans to reduce his stake by up to 8.05 million shares, representing 2% of the total share capital, between August 28, 2025, and November 27, 2025 [1]. - Li Wenjie currently holds 143 million shares, accounting for 35.43% of the company [2]. - Other significant shareholders, including Alibaba Health Technology and Jinan Shuyutongcheng Investment Partnership, have also reduced their stakes in the past year [2][3]. Financial Performance - In 2024, the company reported a revenue of 9.57 billion yuan, a year-on-year increase of 4.13%, but faced a net loss of 189 million yuan, marking a significant decline in profitability [4]. - The first quarter of 2025 showed a revenue of 2.379 billion yuan, a decrease of 2.48% year-on-year, but a net profit of 25.62 million yuan, reflecting a 143.85% increase compared to the previous year [4]. - The company has implemented cost-cutting measures, resulting in an improved expense-to-sales ratio [4].