粤海饲料实控人等拟套现约1.73亿 2022上市2024转亏

Core Viewpoint - The company, Yuehai Feed, announced plans for share reductions by its major shareholders and senior management, which may impact investor sentiment and stock performance in the upcoming months [1][2][3] Shareholder Reduction Plans - The controlling shareholder, Zhanjiang Shrimp Feed Co., Ltd., along with the actual controller Zheng Shixuan and their concerted party, Zhanjiang Chengze Investment Center, plan to reduce their holdings by up to 20,906,294 shares, representing a maximum of 3.00% of the company's total share capital after excluding shares in the repurchase account [1] - The reduction will occur over a three-month period from January 15, 2026, to April 14, 2026, with a maximum of 13,937,594 shares to be sold via block trades and 6,968,700 shares via centralized bidding [1] Management Share Reduction - The company's Vice General Manager and CFO, Lin Dongmei, and Vice General Manager Han Shulin, plan to reduce their holdings by up to 8,100 shares each, accounting for approximately 0.0012% of the total share capital after excluding repurchased shares [2] - The total planned reduction by senior management amounts to 16,200 shares [2] Financial Implications - Based on the last closing price of 8.28 yuan per share, the total cash to be raised from the reductions by the controlling shareholders is approximately 173,104,114.32 yuan, while the management's reductions would yield about 134,136 yuan, totaling approximately 173,238,250.32 yuan for all planned reductions [2] Shareholding Structure - As of the announcement date, Zhanjiang Shrimp Feed Co., Ltd. holds 264,612,000 shares (37.80% of total shares), Zhanjiang Chengze Investment holds 52,392,000 shares (7.48%), and Zheng Shixuan holds 1,063,999 shares (0.15%) [3] - Together with Hong Kong Huangda Industrial Co., Ltd., which holds 164,106,000 shares (23.44%), these parties collectively own 482,173,999 shares, representing 68.88% of the total share capital [3] Company Background - Yuehai Feed was listed on the Shenzhen Stock Exchange on February 16, 2022, with an initial public offering of 100 million shares, accounting for 14.29% of the total shares post-issue, at a price of 5.38 yuan per share [4] - The company raised a total of 53.8 million yuan, with a net amount of 48.00795 million yuan after deducting issuance costs [4] - The funds are intended for various projects, including production expansions and a research and innovation center [4] Recent Financial Performance - In 2024, the company reported revenue of 5.912 billion yuan, a year-on-year decrease of 13.98%, and a net loss attributable to shareholders of 853.92 million yuan, compared to a profit of 411.436 million yuan in the previous year [5] - The net profit after excluding non-recurring losses was -1.03 billion yuan, down from 235.108 million yuan year-on-year [5] - The net cash flow from operating activities was 5.19 billion yuan, reflecting an increase of 8.47% [5]