股权纠纷金额涨至10.23亿元，良品铺子何时寻到“白衣骑士”

Core Viewpoint - The control rights of the leisure food company, Liangpinpuzi, are undergoing significant changes due to a lawsuit and the introduction of a new strategic investor, Changjiang Guomao, which may impact the company's future development and market position [1][2][3]. Group 1: Control Rights Change - Liangpinpuzi announced the introduction of Changjiang Guomao as a strategic investor, which will become the new controlling shareholder, with the share transfer price set at 12.42 yuan per share, totaling 1.046 billion yuan for 18.01% and 2.99% of shares [2][9]. - The lawsuit initiated by Guangzhou Light Industry against Ningbo Hanyi, Liangpinpuzi's controlling shareholder, has escalated, with the claimed amount increasing from 996 million yuan to 1.023 billion yuan [3][4]. - The lawsuit has led to the freezing of some shares, creating uncertainty around the share transfer to Changjiang Guomao [3][5]. Group 2: Financial Performance and Industry Context - Liangpinpuzi's financial performance has shown a decline, with revenues of 93.24 billion yuan in 2021, 94.4 billion yuan in 2022, and 80.46 billion yuan in 2023, alongside a net profit drop from 2.82 billion yuan in 2021 to a loss of 461.045 million yuan in 2024 [10]. - The leisure food industry is experiencing intensified competition, with a market share concentration (CR5) of less than 20%, leading to frequent price wars and a need for companies to innovate and differentiate their products [11]. - The introduction of Changjiang Guomao is seen as a strategic move to enhance Liangpinpuzi's supply chain efficiency and support its transition from a snack brand to a quality food operator, aligning with industry trends towards comprehensive value chain competition [9][11].