粤民投与文盛达成和解 汇源果汁回A有望?

Core Viewpoint - The recent settlement between Yue Min Investment and Wensheng Asset may pave the way for Huiyuan Juice's return to the A-share market, following the resolution of legal disputes that previously hindered the acquisition process by Guozhong Water [1][2][9]. Group 1: Legal Developments - Yue Min Investment has reached a settlement with Wensheng Asset, leading to the withdrawal of a lawsuit and the lifting of the asset freeze on Zhuhai Wenshenghui, which holds a 52.47% stake in Huiyuan Juice [1][2]. - The legal disputes arose from Wensheng Asset's liquidity issues and debt disputes with multiple entities under Yue Min Investment, which created risks for the capital operation [3][10]. - The court had previously frozen 60% of Huiyuan Juice's shares held by Zhuhai Wenshenghui due to Wensheng Asset's failure to fulfill its capital commitment of 1.6 billion yuan [10][11]. Group 2: Financial Implications - Guozhong Water, which has been struggling financially with a net profit loss for five consecutive years from 2018 to 2022, initially invested 930 million yuan to acquire a 36.486% stake in Zhuhai Wenshenghui, indirectly holding 21.89% of Huiyuan Juice [2][3]. - Following the termination of the acquisition due to the asset freeze, Guozhong Water's stock price fell by 25.89%, with a market capitalization of approximately 4.1 billion yuan as of January 19, 2026 [6]. Group 3: Future Prospects - The resolution of the legal disputes may allow Guozhong Water to proceed with its acquisition plans for Huiyuan Juice, although uncertainties remain regarding ongoing conflicts between Wensheng Asset and Huiyuan Juice [9][12]. - The involvement of Yue Min Investment, a leading investment institution, is expected to provide resources and support for Huiyuan Juice's long-term development [12].