汇源果汁回A股有望？粤民投与文盛达成和解

Core Viewpoint - The recent settlement between Guangdong Min Investment and Wen Sheng Asset may pave the way for Huiyuan Juice to return to the A-share market, following a series of legal disputes that previously hindered its restructuring efforts [1][2]. Group 1: Legal Developments - Guangdong Min Investment's associated enterprises reached a settlement with Wen Sheng Asset regarding an infringement liability dispute, leading to the withdrawal of the lawsuit and the lifting of the freeze on shares held by Shanghai Yongrui in Zhuji Wen Sheng Hui [1][4]. - Zhuji Wen Sheng Hui was established as a holding platform for Wen Sheng Asset to restructure Beijing Huiyuan Food and Beverage Co., which owns the Huiyuan Juice brand, holding 60% of its shares [1][4]. - The legal issues previously led to the termination of a planned acquisition by Guozhong Water, which aimed to gain control over Beijing Huiyuan through Zhuji Wen Sheng Hui [1][5]. Group 2: Financial Implications - Guozhong Water had invested 930 million yuan to acquire a 36.486% stake in Zhuji Wen Sheng Hui, indirectly holding 21.89% of Beijing Huiyuan, making it the second-largest shareholder [5]. - The company has faced continuous losses from 2018 to 2022, necessitating new growth avenues to improve its sustainable profitability [4]. - Following the settlement, Guozhong Water's stock price had dropped by 25.89%, with a total market value of approximately 4.1 billion yuan as of January 19, 2026 [7]. Group 3: Future Prospects - The resolution of disputes between Guangdong Min Investment and Wen Sheng Asset raises the possibility of Guozhong Water proceeding with its acquisition of Beijing Huiyuan, although uncertainties remain regarding ongoing conflicts with Huiyuan [10][12]. - The court had previously frozen 60% of Beijing Huiyuan's shares held by Zhuji Wen Sheng Hui due to unpaid capital commitments, complicating the restructuring process [11]. - Guangdong Min Investment's involvement may provide the necessary resources and willingness to support the long-term development of Huiyuan Juice, a national brand [13].