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汇源控制权之争再升级
Bei Jing Shang Bao· 2026-01-08 15:45
"上海文盛的根本违约行为,造成北京市第一中级人民法院作出的重整裁定始终处于未全面履行的状 态。"汇源集团方面表示,重整方案已彻底失败,汇源集团宣布全面接管北京汇源,汇源果汁的相应订 货,亦由汇源集团全面接管。待上海文盛全面履行《重整投资协议》并经北京市第一中级人民法院确认 后,汇源集团将把管理权交还届时新任的北京汇源管理层。 汇源集团方面在声明中提到,北京汇源重整一案,受到社会各界的广泛关注。重整方案实施以来,汇源 集团按照《重整投资协议》按时、全面履行了自身义务。但同时,上海文盛承诺的投资总额中,有8.5 亿元拒绝支付,已投入的7.5亿元则拒绝按照《重整投资协议》的约定投入北京汇源的经营管理,造成 北京汇源始终处于依靠重整投资前的自有资金高负荷运转的状态。 中国食品产业分析师朱丹蓬表示,"汇源集团的最新声明,再一次凸显出重整未达预期。从《重整投资 协议》的履行方面来说,上海文盛违反了合同的相关内容,其虽然拥有汇源的商标权,但没有工厂、渠 道、团队和客户,这些或让汇源集团占据主动权"。 这是汇源半年以来第四次发布声明。2025年8月9日,北京汇源发布《致全体股东及转股债权人的公开 信》,公开披露文盛资产重整资 ...
娃哈哈改名,宗馥莉下狠手!
Xin Lang Cai Jing· 2025-08-15 11:21
Core Viewpoint - The article discusses the strategic moves by Zong Fuli, the daughter of the founder of Wahaha, to regain control over the brand and its operations, indicating a significant shift in the company's management and structure amid ongoing family disputes over ownership and control [1][26]. Group 1: Brand and E-commerce Changes - The official Wahaha flagship store on Taobao has been replaced by a new store named "Tongyuan Kang Food Specialty Store," indicating a termination of the partnership with the previous operator [1][4]. - The new Wahaha flagship store is now operated by Hangzhou Hengyi E-commerce, a subsidiary of Hongsheng Beverage Group, which is controlled by Zong Fuli [8][9]. - Zong Fuli's actions are aimed at severing ties with Du Jianying, the previous operator, and consolidating brand control [7][10]. Group 2: Corporate Restructuring - Since June, multiple companies under the "Wahaha Changsheng" name have been renamed to "Hongsheng," reflecting a broader restructuring strategy [11]. - The renaming is seen as a move to distance the brand from Du Jianying and her family, who have significant stakes in various Wahaha subsidiaries [13][14]. - Wahaha has shut down 18 production lines across several cities, which were closely linked to Du Jianying's interests, indicating a strategy to reduce her influence [15][17]. Group 3: Investment and Production Strategy - Wahaha plans to invest 1 billion yuan to establish a new beverage production base in Xi'an, aiming to fill the capacity gap left by the closed factories [17]. - The new production base will include multiple high-speed production lines covering a range of beverage categories, reinforcing Zong Fuli's control over supply chains [17][26]. Group 4: Internal Reforms and Market Strategy - Zong Fuli is implementing reforms within Wahaha, including the elimination of underperforming distributors and a focus on core products, reducing the SKU count to around 30 [28][30]. - New product lines, such as sugar-free tea and double pomelo juice, are being introduced to cater to changing consumer preferences and attract younger demographics [31][34]. - The company is also focusing on a strategic plan for 2025, emphasizing breakthroughs in water and tea categories and multi-channel network development [33][34]. Group 5: Challenges and Future Outlook - Zong Fuli faces significant challenges, including internal resistance to reforms, competition from rivals like Nongfu Spring, and potential legal disputes over ownership and control [35][37]. - The ongoing family disputes and the need to stabilize internal operations while enhancing brand competitiveness are critical issues that Zong Fuli must address moving forward [37][38].