Core Viewpoint - Anner's controlling shareholder has changed to Shenzhen Xinchuangyuan Investment Partnership, with Huang Tao as the new actual controller, marking a significant shift in the company's ownership structure [1][3]. Group 1: Ownership Changes - The transfer involved the sale of 13.03% equity for 422 million yuan, with the previous controlling shareholders, Cao Zhang and Wang Jianqing, relinquishing their voting rights on an additional 14.35% of shares [3][11]. - This transaction concludes Anner's eight-year journey as a publicly listed company, with the stock experiencing a significant drop upon resumption of trading, falling nearly 4% to 16.29 yuan per share, resulting in a total market capitalization of 3.47 billion yuan [3][12]. Group 2: Financial Performance and Historical Context - Anner, once celebrated as the "first children's clothing stock" in A-shares, has faced declining financial performance, with net profit dropping by 27% in 2017, signaling the beginning of a five-year period of losses totaling over 500 million yuan [5][6]. - The company's revenue has halved from 1.327 billion yuan in 2019 to 639 million yuan in 2024, alongside a reduction in the number of stores from over 800 to 670 [6][12]. Group 3: Market Reactions and Future Prospects - Despite the challenges, Anner's stock price saw temporary boosts due to speculative trading around concepts like "antiviral fabrics" and AI, although these initiatives ultimately did not contribute significantly to revenue [8][10]. - The new owner, Huang Tao, is a notable figure in the capital market, and the market is now observing whether he can revitalize Anner amidst ongoing operational difficulties and a shrinking market presence [10][12].

Group 1 - Anner plans to change its controlling shareholder to Shenzhen Xinchuangyuan Investment Partnership, with Huang Tao as the actual controller [2][5][7] - The share transfer agreement involves Cao Zhang and Wang Jianqing transferring 4.78% and 8.25% of their shares respectively to Xinchuangyuan at a price of 15.21 yuan per share, totaling 422 million yuan [5][7] - Following the transaction, Xinchuangyuan will hold 13.03% of Anner's shares and gain corresponding voting rights, while Cao Zhang will retain 14.35% of the shares but waive voting rights [7][8] Group 2 - Xinchuangyuan was established on May 27, with a registered capital of 395 million yuan, primarily engaged in investment management [8][9] - Huang Tao, the actual controller of Xinchuangyuan, is also the actual controller of Century Jinyuan Group, which has previously been involved in acquiring control of Wantu Technology [3][9] - Anner's stock price surged by 17.69% from May 28 to May 30, coinciding with the announcement of the change in control [13] Group 3 - Anner has been experiencing a decline in revenue, with a reported 20.70% decrease in revenue from 2023 to 2024, and a net loss of 114.66 million yuan in 2024 [14] - The company plans to adjust its store structure and enhance its online presence to develop a "super comfortable Anner" brand image over the next 3 to 5 years [15]

安奈儿（002875）6月9日公告，实控人曹璋、王建青与深圳新创源投资合伙企业(有限合伙)签署了《股 权转让协议》及《表决权放弃协议》和《不谋求控制权承诺》，拟将其持有的2776.44万股股份(约占总 股本的13.03%)转让给受让方，转让总价款为人民币4.22亿元。《表决权放弃协议》和《不谋求控制权 承诺》显示，曹璋放弃剩余股份的表决权，不谋求上市公司的实际控制权。根据公告，受让方已于2025 年5月30日支付意向金8千万元，作为股份转让对价款的一部分，并明确剩余转让价款支付安排。 关于转让价款支付安排，受让方已于2025年5月30日支付了意向金8千万元，且公告显示，受让方最迟将 在深交所就本次协议转让出具确认函且缴纳完毕个人所得税之日起十个工作日内完成全部转让价款的支 付。此举传递出新的控股股东三大关键信息：一是对交易诚意的有力佐证，二是对控股安奈儿的坚定决 心，三是对上市公司优质资产的重视程度。这种雷厉风行的资金安排，为上市公司未来发展注入了强心 剂。 控制权变更通常作为企业发展的重要分水岭，往往孕育着转型升级的重大机遇。纵观资本市场，优质股 东赋能上市公司的成功案例不在少数。安奈儿，深耕童装行业29年 ...

Core Viewpoint - The founder couple of Anner, known as the "first stock of children's clothing," is planning to transfer 13.03% of their shares, relinquishing control of the company amid continuous losses over the past five years totaling over 500 million yuan [2][11]. Company Overview - Anner has experienced five consecutive years of losses, with total losses exceeding 500 million yuan, and has not successfully completed any mergers or acquisitions during this period [2][11]. - The company's revenue peaked at 1.327 billion yuan in 2019 but has since declined to 639 million yuan in 2024 [11]. - The founders' shareholding has decreased from 59.59% at the time of the company's IPO in 2017 to 27.38% after recent share transfers [3][5]. Shareholding Changes - The founders plan to transfer control to an investment management company, with the specific details of the transfer yet to be finalized [2][3]. - The couple has previously engaged in multiple share reductions, cashing out over 550 million yuan through various transactions [5][6]. Market Position and Competition - Anner is not considered a leader in the children's clothing market, with competitors like Semir and Anta achieving revenues exceeding 10 billion yuan [11][12]. - The company has faced significant challenges in expanding its store network, closing more stores than it opened in 2024 [12]. Strategic Insights - Analysts suggest that the new ownership could bring opportunities for growth, but the company must address its weaknesses in market positioning, channel expansion, and product innovation to compete effectively [13][14]. - The children's clothing market in China is projected to grow to 276.8 billion yuan by 2025, indicating potential for brands like Anner to capture market share if they adapt strategically [14].

深蓝财经 . 影响价值圈层！创立于2011年，关注中国最具价值公司，是新中产的财富顾问。 作者：杨波 来源：深蓝财经 "童装第一股"，安奈儿的老板这回真不想干了。 以下文章来源于深蓝财经 ，作者深蓝财经 6月3日，安奈儿刊发关于筹划公司控制权变更事项的停牌公告，控股股东曹璋、王建青夫妻拟转 让公司13.03%的股份，让出控股权。按照最新的持股比例，夫妻二人目前合计持有27.38%的公 司股份，如果转让13.03%，持股比例将降至14.35%。 值得注意的是， 就在停牌前一天，安奈儿股价强势涨停。很多股民怀疑，是不是消息提前泄露 了，并呼吁管理层严查 。 | 230 | 0 | 有内幕消息就是好啊,这市场什么价值 | 大度的乔 | 06-02 21:38 | | --- | --- | --- | --- | --- | | 253 | 1 | 打证监会举报啊,这种走势,明显提前泄露消息了 | 只买不卖行不行 | 06-02 21:39 | | 230 | 0 | 出消息,提前涨停,拉上去,散户接盘,直接浪市。 | 长线小蚂蚁 | 06-02 21:08 | | 244 | 0 | 赶紧去举报泄露内幕消息,一抓 ...

Group 1: Control Changes in Companies - Recently, several A-share listed companies are undergoing significant control changes, with multiple announcements regarding control rights transfer [1][6] - Honghe Technology (002955) announced on June 4 that its actual controllers are planning a share transfer that may lead to a change in control, with trading partners primarily engaged in investment and asset management [1] - Honghe Technology's stock was suspended from trading starting June 5, with an expected suspension period of no more than two trading days [1] Group 2: Financial Performance of Honghe Technology - In 2024, Honghe Technology reported a revenue of 3.525 billion yuan, a year-on-year decrease of 10.29%, and a net profit attributable to shareholders of 222 million yuan, down 31.20% [1] - In Q1 2025, the company faced further pressure, with revenue of 510 million yuan, a decline of 7.4%, and a net profit of 5.85 million yuan, down 76.7% [1][2] - The company reported a negative cash flow from operating activities of 200 million yuan, a decrease compared to the same period last year [1] Group 3: Market Conditions Affecting Honghe Technology - The decline in Honghe Technology's performance in 2024 was attributed to tightened procurement budgets and intensified competition in the domestic education market [2] - The company is investing in AI technology applications, overseas software products, and new growth products while streamlining teams to reduce costs [2] - Adjustments to the domestic education team and strategic initiatives are expected to lead to a recovery in performance in Q4 2024 and significant growth in Q1 2025 compared to 2024 [2] Group 4: Other Companies Undergoing Control Changes - *ST Jinbi (002762) also announced on June 4 that its controlling shareholders are planning a share transfer, with the specifics yet to be determined [2][3] - *ST Jinbi's stock was suspended from trading starting June 5, with an expected suspension period of no more than two trading days [4] - Anner (002875), known as the "first stock in children's clothing," is also in discussions for a control change, with significant uncertainties remaining [4] Group 5: Recent Transactions and Market Reactions - On June 4, Yiming Pharmaceutical (002826) resumed trading and saw its stock price hit the daily limit, closing at 13.4 yuan per share, with a total market value of 2.6 billion yuan [4] - Yiming Pharmaceutical signed a share transfer agreement with Beijing Fuhai, which plans to acquire 43.8559 million shares, representing 23% of the total shares [4][5] - After the transaction, the controlling shareholder of Yiming Pharmaceutical will change from Gao Fan to Beijing Fuhai, with the actual controller changing to Yao Jinbo, founder of 58.com [5][6]

Core Viewpoint - The article emphasizes the long-term commitment and quality focus of the children's clothing brand Annil, which has successfully navigated the evolving market over 30 years by prioritizing comfort and safety over fast fashion trends [1][2][6]. Group 1: Brand Philosophy - Annil was founded in 1996, introducing the concept of "professional children's clothing" in a market that was previously dominated by adult-sized clothing [1]. - The brand's philosophy centers on the belief that children's clothing should be aesthetically pleasing but prioritize safety and comfort, leading to a commitment to high-quality materials despite higher costs [2][3]. - Annil's design principles ensure that children's clothing fits their physical and behavioral needs, which has resulted in strong customer loyalty and repeat purchases [2][3]. Group 2: Market Positioning - Unlike many brands that rely on aggressive marketing and celebrity endorsements, Annil has adopted a "slow" approach, avoiding discounts and focusing on building a trustworthy brand image [2][4]. - The brand's stable pricing strategy allows consumers to develop a reasonable perception of value, contributing to its resilience in a competitive market [4]. - Annil engages customers through community-building activities, enhancing brand loyalty and creating a family-oriented image [4][5]. Group 3: Long-term Strategy - Annil's approach contrasts with the fast fashion trend, emphasizing quality over price, practicality over hype, and long-term growth over quick profits [5][6]. - The brand has maintained a singular focus on its own label, "ANNIL," for 30 years, showcasing a commitment to long-term brand integrity and quality [6]. - The emotional connection formed with consumers across generations positions Annil as more than just a clothing brand, but as a significant part of family memories and experiences [6].

连亏五年，多次跨界失败后，安奈儿创始人决定让出公司控制权。6月2日晚，安奈儿发布公告，披露公司控股股东、实际控制人曹 璋、王建青夫妇正在筹划公司控制权变更相关事项。南都湾财社记者也就此事致电安奈儿，但未获接听。 1996年，曹璋、王建青夫妇创办"安尼尔童装店"，并在此后的20年里将其发展成为国内A股童装第一股。然而上市以来，经历了三年 增长后，2020年以来，公司业绩颓势明显，营收连续5年下滑，净利润也连续5年亏损。 2022年以来，安奈儿开始多次尝试对外投资、跨界收购，试图改善公司盈利能力，但这些努力并未收获成效，多笔收购最终未能成 行，安奈儿也两度因相关信披问题受罚。与此同时，公司股价大起大落，还曾遭人操纵股价。公告前最后一个交易日，安奈儿收获涨 停，股价16.90元，总市值36亿元。 连亏5年累计亏损超5亿元 创始人拟转让公司控制权 公告显示，安奈儿近日收到控股股东、实际控制人曹璋先生、王建青女士的通知，其正在筹划公司控制权变更相关事项。曹璋先生和 王建青女士拟通过向交易对手方转让公司 13.03%的股份等方式，使交易对手方获得公司控制权。具体转让比例和实施方案尚待进一 步沟通确定。本次的交易对手方主要 ...

本报讯 （记者矫月 见习记者梁傲男）5月29日，杭州天目里汇聚童装行业中坚力量，由中国服装协会童 装专业委员会与江南布衣有限公司（以下简称"江南布衣"）联合主办的首期"童学荟 中国童装主题沙 龙"顺利举行。 参观过程中，嘉宾们亲手触摸经过现代工艺改良的传统面料，现场观摩"工艺—艺术—商业"转化的多个 实践案例，切身感受到传统文化在当代表达中的蓬勃生命力。 有嘉宾感慨道："传统工艺不应只是陈列在博物馆中的标本，更应成为激发设计创新的源泉。'融·编织 馆'让我们看到了文化传承与产业升级的双向奔赴。" 随着融·编织馆探访的结束，首期"童学荟·中国童装主题沙龙"圆满落下帷幕。本次沙龙不仅搭建了一个 深度对话与交流的平台，更是一场推动童装行业由单一竞争向生态协同转型的积极实践。作为联合主办 方，江南布衣始终坚持履行社会责任，勇担行业使命，未来也将携手更多行业伙伴，共同探索中国童装 产业的新模式与新路径，为行业高质量发展持续注入澎湃动能与创新活力。 在艺术主题分享中，江南布衣品牌营销总监吴伟波着重分享了jnbybyJNBY的"艺术课堂"项目。该项目 以"艺术基因"激发"自由想象力"，联合国内知名美术馆共同发起，鼓励孩子们 ...

Core Viewpoint - Anner, the first children's clothing stock in A-shares, announced a suspension of trading due to a significant uncertainty regarding the change of control of the company, with the suspension expected to last no more than two trading days [1]. Group 1: Company Control Change - The controlling shareholders, Cao Zhang and Wang Jianqing, plan to transfer 13.03% of the company's shares to a counterparty, allowing the counterparty to gain control of the company [1]. - The counterparty primarily engages in investment management, but the specific transfer ratio and implementation plan are still under discussion [1]. Group 2: Company Background and Financial Performance - Anner was founded in 1996 by Cao Zhang and Wang Jianqing, initially as "Anier Children's Clothing Store," and later established the brand "Annil" focusing on mid-to-high-end children's clothing [1]. - The company went public in 2017, becoming the first children's clothing stock in A-shares, with revenues of 1.213 billion and 1.327 billion in 2018 and 2019, reflecting growth rates of 17.56% and 9.41% respectively [3]. - Anner entered a loss state in 2020, with cumulative losses exceeding 450 million from 2021 to 2024, reporting net profits of -3.029 million, -23.7 million, -9.955 million, and -115 million respectively [3]. - In the first quarter of 2025, Anner reported revenues of 144 million and a net profit of -8.333 million, indicating no signs of performance improvement [7]. - The controlling shareholders, Cao Zhang and Wang Jianqing, hold 19.13% and 8.25% of the shares respectively, totaling 27.38% [7].