柯利明股权被冻结、王健林持续减持 业绩高增下 万达电影又站在风口浪尖

Core Viewpoint - Wanda Film is facing significant scrutiny in the capital market due to the freezing of shares held by its actual controller, Ke Liming, which affects the company's control structure and raises questions about its future governance and growth path [3][5][11] Group 1: Shareholding and Control - Ke Liming's shareholdings in two companies were frozen by the Jinan Intermediate People's Court, involving a total amount of 12.87 million yuan, with a freeze period of three years [1][4] - The frozen shares represent approximately 20.64% of Wanda Film's actual control chain, impacting the company's governance [3][4] - Following the news of the share freeze, Wanda Film's stock price fell nearly 5% over four consecutive days, although it saw a 4.57% increase on September 5 [4][5] Group 2: Financial Performance - Wanda Film reported a strong performance in the first half of the year, with operating revenue increasing by 7.57% year-on-year to 6.689 billion yuan, and net profit attributable to shareholders rising by 372.55% to 536 million yuan [3][11] - The company's box office revenue reached 4.177 billion yuan, marking a 14.78% year-on-year increase, accounting for 62.45% of total revenue [11] Group 3: Shareholder Actions - Wang Jianlin's management consulting firm, Xin County Rongzhi, reduced its stake in Wanda Film to 5.00% after selling 962,700 shares [3][6] - Alibaba, another significant strategic shareholder, has also been reducing its stake, with its shareholding dropping from 6.39% to approximately 5% after a recent reduction [7][8] Group 4: Strategic Developments - Ke Liming's acquisition of Wanda Investment's 51% stake in 2023 allowed him to indirectly control 20% of Wanda Film, which was seen as a crucial move to stabilize the Wanda Group amid financial pressures [5][10] - Wanda Film is diversifying its business strategy, focusing on the "trendy toy" sector and investing in companies like Lezi Tiancheng, which operates in the IP toy market [10][11]