突发！武汉国资终止收购良品铺子

Core Viewpoint - The acquisition deal involving the snack company Liangpinpuzi has been terminated due to unmet conditions, leading to uncertainty regarding its control and future operations [1][5]. Group 1: Acquisition and Control Changes - Liangpinpuzi announced the termination of its share transfer agreement with Wuhan Changjiang International Trade Group due to failure to meet conditions by the deadline of October 15, 2025 [1]. - The agreement initially involved the transfer of 21% of shares from the controlling shareholder Ningbo Hanyi to Changjiang Guomao at a price of 12.42 yuan per share, potentially making Changjiang Guomao the new controlling shareholder with 29.99% ownership [1]. - Prior to this, a lawsuit was filed by Guangzhou Light Industry against Ningbo Hanyi regarding a separate share transfer agreement, which complicated the situation and led to claims of "double selling" of shares [2][3]. Group 2: Financial Performance - Liangpinpuzi reported a revenue of 2.829 billion yuan for the first half of 2025, a year-on-year decline of 27.21%, and a net loss of 935.53 million yuan, marking a significant downturn from profitability [3]. - The company experienced a net reduction of 259 stores in the first half of 2025, with a total of 2,445 stores remaining, indicating challenges in maintaining its retail presence [3]. Group 3: Investor Sentiment and Market Reaction - Strategic investors, including Today Capital and Hillhouse Capital, have been reducing their stakes in Liangpinpuzi, reflecting a lack of confidence in the company's future prospects [4]. - The ongoing legal disputes and financial struggles have raised concerns about the potential for delays in control transfer and the risk of abandonment by the prospective buyer [4]. Group 4: Company Response and Future Outlook - Liangpinpuzi stated that the termination of the control transfer will not adversely affect its governance structure or ongoing operations [5].