"火腿第一股"金字火腿再换总裁，这次由实控人之子接棒。12月15日，金字火腿发布公告称，公司总裁 郭波因个人原因辞职，辞职后仍担任副董事长及董事会战略委员会委员职务。同时，聘任郑虎为公司总 裁，任期至第七届董事会任期结束。 金字火腿主营火腿及火腿制品、特色肉制品、定制品牌肉等肉类产品的研发、生产和销售。2025年上半 年，公司火腿业务实现营收1亿元，同比下降9.1%；特色肉制品业务营收为4210.95万元，同比下降 2.94%；品牌肉业务收入为1015.57万元，同比下降35.25%；火腿制品营收为308.67万元，同比下降 19.08%。 詹军豪认为，跨界新领域时，公司应循序渐进。金字火腿前期充分调研评估半导体行业，明确自身优势 与定位，合理分配资金，优先保障火腿主业运营，以稳定营收和市场份额。发展上，先小范围试点半导 体业务，积累经验后再逐步扩大规模，如此既能探索新增长点，又能稳住火腿主业基本盘。 就年内两次更换总裁、跨界半导体等相关问题，北京商报记者向金字火腿发去采访函，但截至发稿未收 到回复。 入主金字火腿后，郑庆昇将目光瞄向了半导体领域，7月，金字火腿成立了两家从事芯片业务的全资子 公司，即金字芯（ ...

9月，金字火腿拟以自有或自筹资金不超过3亿元，通过增资扩股的方式取得中晟微电子（杭州）有限公司（以下简称"中晟微"）不超过20% 的股权，跨界光通信芯片领域。公告显示，中晟微目前尚未盈利，且未来盈利状况存在不确定性。这笔交易按首次增资投前估值10亿元测 算，以2024年12月31日为基准日，对应增值率为9710%。10月，公司已向中晟微支付了预付款，同时完成了对中晟微的简易尽职调查工作。 在知名战略定位专家、福建华策品牌定位咨询创始人詹军豪看来，郑庆昇入主金字火腿后，公司跨界半导体与换帅的接连动作，显示出他正 加速推动公司业务与团队重构，背后或许是出于战略转型的迫切需求。"当主业遭遇瓶颈增长乏力，需开拓新赛道，寻找第二增长曲线。而 换帅能引入适配新业务的人才，带来新思维与活力，助力跨界转型。"他表示。 业绩方面，财报数据显示，2025年前三季度，金字火腿实现营收2.22亿元，同比下降13.97%；归母净利润为2201.46万元，同比下降 26.25%。其中三季度单季，公司营收同比下降11.45%至5260.75万元，归母净利润亏损90.58万元。 "火腿第一股"金字火腿再换总裁，这次由实控人之子接棒。12月1 ...

(作者｜周琦 编辑｜张广凯) 金字火腿迎来新掌门。 12月16日，金字火腿发布公告，郭波女士因个人原因辞去总裁职务。 今年7月，郭波在董事会换届时，才出任总裁，两次变动相隔仅5个月，离职后，她仍保留副董事长及董事会战略委员会委员职务。 公司公告 1956年，郑庆昇生于福建莆田仙游，他旗下产业涉及房地产、汽车、教育等领域，控制福建挺虎、福建亿昇房地产、宁波挺虎汽车服务、上海阿斯顿马丁汽 车销售等企业。 今年6月，股东任贵龙将其持有的1.45亿股股份（占公司总股本的11.98%）协议转让给郑庆昇，同时，任贵龙将其剩余8297万股的表决权委托给郑庆昇，委 托期限为18个月。 施延军家族是金字火腿创始人，曾控股逾30%。经多轮减持，2021年持股降至约13%，仍为第一大股东。 2022年，施延军将表决权委托给任贵龙18个月，公司变为"无主"状态；2023年委托到期，他收回表决权后不再谋求控制。 本次股权变更，施氏家族未参与交易，现持股约7%-8%，已让出控制权，退居财务投资者。 目前，郑庆昇成为公司控股股东和实际控制人，拥有18.83%的表决权。这也标志着，金字火腿正式纳入郑氏家族旗下。 其子郑虎，在汽车行业拥有丰富 ...

Core Insights - The event held on November 12 at the Taling Industrial Park in Ding'an County focused on three main industries: new food processing, biomedicine, and green building [1] - The primary goal of the event was to create a platform for enterprise communication and product sales matching [1] Industry Focus - The event highlighted the importance of new food processing, biomedicine, and green building as the leading industries in the region [1] - The product promotion and supply-demand matching segments were designed to facilitate precise matching of needs and promote cooperation [1] Company Participation - Companies such as Hainan Meiyijia Industrial Co., Ltd. and Hainan Pro Bio-Tech Co., Ltd. presented their procurement needs and cooperation directions [1] - Six small and medium-sized enterprises, including China Resources Zhizhu Technology and Ding'an Green Building Integrated Technology, showcased their quality products and service capabilities [1] Networking and Future Actions - After the product promotion, participants exchanged contact information and engaged in discussions on supply-demand matching, technical cooperation, and resource sharing [1] - The event organizers plan to follow up on cooperation intentions to convert them into actual results, helping quality products from the park reach broader markets [1]

Core Viewpoint - The control of Jinzi Ham Co., Ltd. is set to change as the controlling shareholder Ren Guilong has signed a share transfer agreement with Zheng Qingsheng, transferring 145 million shares, which is 11.98% of the total share capital, and delegating voting rights for an additional 82,974,679 shares, totaling 18.83% voting rights post-transfer [1][2]. Shareholding and Voting Rights - Before the transaction, Ren Guilong held 227,974,679 shares (18.83% of total shares) and had 18.83% voting rights. After the transaction, Zheng Qingsheng will hold 145,000,000 shares (11.98%) and Ren Guilong will hold 82,974,679 shares (6.85%) with no voting rights [2]. - The total share capital of the company is 1,210,614,164 shares, with other shareholders holding 81.17% [2]. Financial Performance - Jinzi Ham's revenue from 2022 to 2024 showed a decline, with revenues of 4.45 billion, 3.14 billion, and 3.44 billion respectively. The net profit attributable to the parent company also decreased from 353.04 million to 235.47 million, reflecting a year-on-year decline of 7.75% and 27.70% [4][5]. - In 2024, the company's revenue was 343.88 million, a 9.62% increase from 2023, while the net profit attributable to shareholders increased by 55.19% to 62.17 million [5][6]. Product Revenue Breakdown - In 2024, the revenue from ham products was 187.29 million (54.46% of total revenue), while specialty meat products generated 76.54 million (22.26%) [6][7]. - The gross margin for ham products was 26.14%, down 1.51% year-on-year, and for specialty meat products, it was 7.67%, down 15.49% [6][7]. Control Changes and Historical Context - Ren Guilong became the controlling shareholder in October 2021, acquiring 20.30% of the shares from the previous major shareholder Anji Bama at a price of 5.00 yuan per share [8]. - The recent transfer of shares does not trigger a mandatory takeover bid and is not classified as a related party transaction [1].

Core Viewpoint - Jinzi Ham Co., Ltd. is planning a share transfer that may involve a change in control, leading to a temporary suspension of its stock trading. The company has struggled to meet performance commitments since its founder sold shares in 2021, and recent profit increases have been attributed to asset sales rather than core business growth [1][11]. Financial Performance - In 2024, Jinzi Ham achieved revenue of 344 million yuan, a year-on-year increase of 9.62%, and net profit of 62.17 million yuan, up 55.19% from the previous year. However, the non-recurring net profit fell to 23.55 million yuan, a decline of 27.70% [2][3]. - The increase in net profit was primarily due to the sale of a 12.2807% stake in Zhejiang Yindun Cloud Technology Co., Ltd. for 428 million yuan, contributing an additional 26.26 million yuan to net profit [3]. Investment Strategy - Jinzi Ham has a history of diversifying into various sectors since 2013, including rare earths, banking, e-commerce, health, and new energy vehicles. However, many of these ventures have not been successful, leading to performance issues [1][6]. - The company has made significant investments in the AI and computing sectors, but faced challenges in achieving performance targets set in investment agreements with Yindun Cloud, which has struggled financially [4][5]. Market Position and Challenges - The company's core products, particularly ham and specialty meat products, have seen declining gross margins for four consecutive years, with ham's margin at 26.14% and specialty meat's at 7.67% in 2024 [14][15]. - Jinzi Ham is attempting to capture the young consumer market by launching innovative products, but its pre-prepared food offerings have been limited and are still in the trial phase [16][17]. Future Outlook - The company plans to enhance its product offerings and improve profitability through capital operations and market expansion, particularly in e-commerce and international markets [15][16]. - Despite the challenges, Jinzi Ham aims to develop new products and optimize its operations to recover from declining margins and improve overall performance [15][16].

Group 1 - The core point of the news is that Jinzi Ham is planning a change in control, with its actual controller Ren Guilong considering a share transfer that may lead to a change in the company's control [2][6][10] - Jinzi Ham has applied for a trading suspension starting from April 21, with the suspension expected to last no more than two trading days [2][10] - As of April 18, the company's stock price was 5.36 yuan per share, with a total market value of 6.489 billion yuan [2] Group 2 - Ren Guilong currently holds 18.83% of Jinzi Ham's shares and has been the actual controller since November 15, 2021 [8][10] - Ren Guilong's intention to transfer control comes after he has pledged approximately 108 million shares of Jinzi Ham as of March 28 [10][12] - The company reported a revenue of 344 million yuan for 2024, representing a year-on-year increase of 9.62% [12][13] Group 3 - Jinzi Ham's net profit attributable to shareholders for 2024 was 62.17 million yuan, a significant increase of 55.19% compared to the previous year [13][18] - The company's net profit after deducting non-recurring gains and losses was 23.55 million yuan, showing a decrease of 27.70% year-on-year [13][18] - The company has faced challenges in maintaining profitability, with a focus on enhancing its profit margins through product optimization and cost reduction strategies [20]

Core Viewpoint - The company reported a revenue of 344 million yuan for 2024, marking a year-on-year growth of 9.62%, and a net profit of 62.17 million yuan, up 55.19% year-on-year, indicating a return to revenue growth after three years [1] Financial Performance - The revenue for 2024 is significantly lower than the 710 million yuan achieved in 2020, and the net profit increase was largely due to the sale of an equity stake in an associate company [1] - The ham products generated 187 million yuan in revenue, accounting for 54.46% of total revenue, while specialty meat products contributed 76.54 million yuan, representing 22.26% [5] - Both product categories saw revenue growth in 2024, but gross margins declined: ham product gross margin decreased by 1.51 percentage points, and specialty meat product gross margin fell by 15.49 percentage points [5] Market Environment - The overall ham industry faced challenges last year, with a decline in both price and volume, attributed to economic downturns and weak consumer demand [6] - Despite the industry's struggles, the company remains optimistic about future growth, emphasizing the ongoing demand for safe and healthy meat products [7] Strategic Initiatives - The company is actively developing its prepared dishes business, which is still in the trial sales phase, with six products currently under development [8] - The company previously attempted to diversify into cloud computing services but has since decided to sell its stake in the cloud technology company, realizing a profit of 30.15 million yuan from this sale [9] - The company is exploring international markets to enhance brand visibility and product exports through participation in international exhibitions and establishing overseas sales networks [9]