基金到期清算减持 华创鑫睿仍是山西汾酒二股东

Core Viewpoint - Shanxi Fenjiu (600809.SH) announced that its major shareholder, Huachuang Xinrui (Hong Kong) Co., Ltd., plans to reduce its holdings by up to 16,200,599 shares through block trading due to the expiration of a fund under China Resources Venture Co., Ltd. [2][4] Group 1: Shareholding Structure and Background - Huachuang Xinrui is 87.36% owned by China Resources Venture Co., Ltd., with the remaining 12.64% held by the United Fund [3] - In 2018, Huachuang Xinrui acquired an 11.45% stake in Shanxi Fenjiu for 5.16 billion yuan, becoming the second-largest shareholder [3] - Since entering Shanxi Fenjiu, Huachuang Xinrui has participated in the company's growth, including a significant increase in shareholding in 2021 when the company saw a revenue increase of 43% and a net profit increase of 72% [3] Group 2: Financial Performance - In the first half of 2023, Shanxi Fenjiu reported revenue of 23.94 billion yuan, a year-on-year increase of 5%, and a net profit of 8.5 billion yuan, a year-on-year increase of 1% [5] - The company has outperformed competitors, with revenue surpassing Luzhou Laojiao in 2023 and aiming to reach 36 billion yuan in revenue by 2024 [5] - Despite a slowdown in growth rates, Shanxi Fenjiu's performance remains strong compared to industry peers [5] Group 3: Strategic Cooperation - The long-term cooperative relationship between Shanxi Fenjiu and China Resources is expected to remain unaffected by the share reduction [6][7] - China Resources has supported Shanxi Fenjiu's national expansion through its extensive distribution network, significantly increasing the company's revenue from outside Shanxi [6] - Shanxi Fenjiu has engaged in various strategic collaborations with China Resources, focusing on marketing, research, and innovation, particularly in digitalization and low-carbon initiatives [6]