高端零食第一股”易主生变,良品铺子回应“一股两卖

Core Viewpoint - The control transfer of the high-end snack company, Liangpin Shop, has been halted as the share transfer agreement with Changjiang International Trade Group was terminated due to unmet conditions, leaving the current controlling shareholder, Ningbo Hanyi, unchanged [1]. Group 1: Control Transfer and Shareholder Changes - The agreement for the transfer of 72.24 million shares (18.01% of total shares) from Ningbo Hanyi to Changjiang International was intended to change the controlling shareholder to Changjiang International, effectively placing control under the Wuhan State-owned Assets Supervision and Administration Commission [2]. - The failed transfer is linked to a previous "dual sale" incident where Ningbo Hanyi had agreed to sell shares to Guangzhou Light Industry Group to resolve debt issues, but did not finalize the agreement by the stipulated date [2][3]. - Guangzhou Light Industry initiated legal action against Ningbo Hanyi over the share transfer dispute, leading to the freezing of approximately 79.76 million shares (19.89% of total shares) held by Ningbo Hanyi [3]. Group 2: Stock Performance and Market Reactions - Prior to the control change announcement, Liangpin Shop's stock experienced a suspicious pre-announcement surge, leading to regulatory scrutiny from the Shanghai Stock Exchange [4][5]. - Liangpin Shop's stock has underperformed in the market, with a year-to-date decline of 8.63%, and as of October 17, the stock price was reported at 12.52 CNY, down 1.73% for the day [7]. Group 3: Financial Performance - Liangpin Shop reported a revenue of 7.159 billion CNY for 2024, a year-on-year decline of 11.02%, and a net loss of 46 million CNY, a significant drop of 125.57% compared to the previous year [6]. - For the first half of 2025, the company continued to face challenges, with revenue of 2.829 billion CNY, down 27.21%, and a net loss of 94 million CNY, a staggering decline of 491.59% year-on-year [6]. - The number of stores decreased from 3,293 at the beginning of 2024 to 2,445 by mid-2025, indicating a closure of approximately 848 stores, averaging 11 closures per week [7].