Core Viewpoint - The transfer of shares from Ren Guilong to Zheng Qingsheng has been completed, making Zheng the controlling shareholder of Jinzi Ham, which may lead to new strategic directions for the company [1][4][6]. Share Transfer Details - Ren Guilong transferred 145 million shares to Zheng Qingsheng, who now holds 11.98% of the company's shares and 18.83% of the voting rights, becoming the largest shareholder [1][5]. - The share transfer was valued at 870 million yuan [4][7]. Financial Performance - Since Ren Guilong took control in 2021, Jinzi Ham's revenue has been on a downward trend, although 2024 showed a year-on-year increase in revenue and net profit [2][12]. - In 2024, Jinzi Ham achieved approximately 344 million yuan in revenue, a 9.62% increase, and a net profit of about 62.17 million yuan, a 55.19% increase [13]. - Despite revenue growth, the gross margin for ham products decreased by 1.51% to 26.14% in 2024, indicating challenges in maintaining profitability [14][15]. Strategic Challenges - Jinzi Ham has been diversifying into various sectors since 2013, including mining, banking, e-commerce, and new energy vehicles, but these ventures have not significantly supported its performance [3][19]. - The company's total market value has halved from its peak, reflecting the impact of its strategic decisions [18][23]. Future Outlook - Zheng Qingsheng's background in real estate and automotive sectors raises questions about his ability to navigate the food industry, which may present both opportunities and risks for Jinzi Ham [7][9]. - The company plans to focus on cost reduction, sales expansion, and structural adjustments in 2025, with an emphasis on developing ham-related products [16][17].

Beyond Meat，这家曾被誉为"人造肉网红"的公司，经历了从明星股到"垃圾股"的戏剧性陨落。 2019年5月，Beyond Meat带着"健康饮食"和"环保意识"的光环上市，完美契合了当时的市场趋势。公司在上市后股价飙升超过800%，成为2019年 表现最佳的IPO之一。 然而，到2024年，Beyond Meat的股价较峰值暴跌超过90%至不到3美元，市值蒸发数十亿美元。 这一惨痛教训再次证明，华尔街的炒作机器如何将一个看似革命性的概念包装成投资泡沫：持续亏损、竞争加剧、定价过高和客户留存率低下等 危险信号被狂热的市场情绪所掩盖。 "每个人都想要分一杯羹。每个人都想要讲述他们的故事，这鼓励了人们尝试这些产品。" 市场研究公司Circana的数据显示，整个植物基肉类市场的销售额在2020年达到13亿美元，较2019年增长46%。这一数字看似可观，但与华尔街的 预期相比简直是九牛一毛。 华尔街的天方夜谭：800%的疯狂涨幅 Beyond Meat在2019年5月上市时可谓风光无限。 这家植物肉替代品公司瞄准那些希望减少肉类消费但不愿牺牲口感和质地的消费者，完美契合了这部分人群对健康饮食和环保意识日益增长的 ...

Beyond Meat (BYND) FY 2025 Annual General Meeting May 20, 2025 11:00 AM ET Speaker0 Good morning. It is now 8AM Pacific Time and I would like to call the meeting to order. I'm Seth Goldman, Chair of the Board of Directors of Beyond Meat Inc. And it is my privilege to welcome you to our twenty twenty five Annual Meeting of Stockholders. Thank you for joining us. We believe that holding the Annual Meeting virtually helps expand access, facilitate stockholder attendance, and reduce costs and the environmental ...

由于连年亏损，别样肉客（Beyond Meat）宣布将于2025年第二季度末暂停中国市场的运营，并裁员 95%。巨头离场，暗示着"人造肉"的故事似乎快讲不下去了。 以下文章来源于深氪新消费 ，作者朱末 深氪新消费 . 深氪新消费成立于2016年，聚焦新经济，关注新消费、新零售等领域的商业进化。 来源丨深氪新消费（ID：xinshangye2016） 作者丨朱末 图源丨别样肉客官网 站在风口上，猪都能飞上天，但当风停的时候，砸下来摔死的也是猪。 近日，总部位于美国加州的"人造肉第一股"别样肉客（Beyond Meat）公布2024财年报告，全年收入 为3.265亿美元，同比下降4.9%；经营亏损为1.56亿美元，经营利润率为-47.8%，股价更是一路下 跌，惨不忍睹，华尔街高盛集团称其业务已经严重萎缩。 时间倒回到2019年，当年5月，别样肉客（Beyond Meat）在纳斯达克上市，当天股价暴涨163%，创 下2008年金融危机以来的最佳IPO纪录。《麻省理工科技评论》将人造肉汉堡列为"全球十大突破性 技术"，幕后大佬比尔盖茨更是放言："人造肉和犁是改变世界的突破性技术。" 伴随着Beyond Meat的上市 ...