Clear the field! Gaolin shareholders intend to reduce 5.56% of the shares of Liangpin Store. Isn't the snack track fragrant?

Only two days after the last round of reduction plan expired, Gao Yi, the largest shareholder, threw out a paper reduction plan to reduce 5.56% of the shares of Liangpin Store (603719) by clearance.

165438+1On the evening of October 20th, Liangpin Store announced that Zhuhai Gaoying Tianda Investment Center (Limited Partnership), HHLPPZ(HK)HoldingsLimited and Ningbo Gaoying Zhiyuan Enterprise Management Partnership (Limited Partnership), as shareholders acting in concert, hold 5.56% of the company's shares and intend to reduce the company's shares by no more than 20%.

In fact, since the lifting of the ban on the restricted shares of the original shareholders in February 20021year, Gaochun has chosen to continuously reduce its holdings of good shops. From the perspective of the secondary market, the share price of Liangpin Store fluctuated and weakened from around 63 yuan at that time, and hit a new low of 2 1.55 yuan in April this year. However, since then, the share price of good shops has continued to rebound, with a cumulative increase of more than 50%. As of 1 18, it closed at 35.39 yuan per share, with a total market value of14.2 billion yuan.

Continue to reduce the number of good shops.

According to the announcement, due to their own capital needs, the above-mentioned Gao Yan shareholders intend to reduce their shareholders from 12 and 13 to 2 1 in May 2023, and from 1 1 in 2022 to 265438 in May 2023.

As of the announcement date, the above-mentioned Gaochun shareholders hold a total of 22.29 million shares of the good shop, which was obtained before the IPO, with a shareholding ratio of 5.56%, which also means that Gaochun has planned to clear its holdings this time, and the last round of reduction plan of the good shop has just expired.

On the evening of165438+1October18th, Liangpin Store issued an announcement on the change of shareholders' equity holding more than 5% to 1% and the result of reduction. In this round of reduction plan, the shares held by shareholders of Gaoying Department have been reduced from 7.5 1% to 5.6%.

Looking back, on May 2 1 this year, Gaoyou shareholders issued a reduction plan. Due to their own financial needs, Zhuhai Gaoyou Tianda Investment Center and other concerted parties plan to reduce their holdings of good shops by no more than 24.06 million shares in the next six months, and no more than 6% of the company's total share capital.

As of165438+1October 18, the completion rate of Levin shareholders' shareholding reduction was less than 1/3. According to the announcement, concerted actions such as Levin Tianda Investment Center in Zhuhai reduced their holdings by about 7.82 million shares through centralized bidding, accounting for 1.95 of the total share capital. After this equity change, Gaoyao shareholders hold 22.29 million shares of the company, accounting for 5.56% of the total share capital.

Judging from the reduction price, in this round of reduction, the reduction price of senior shareholders is 25.47 yuan/share -35.64 yuan/share, and the total reduction amount is 2/kloc-0.90 million yuan.

In fact, since the first batch of restricted shares in Liangpin Store was lifted in February, 20021,the company gradually reduced its holdings from the second quarter of that year. According to the announcement, in February 20021year, Gaochun shareholders threw out the reduction plan for the first time. At that time, Zhuhai Gaoyun, Hong Kong Gaoyun and Ningbo Gaoyun, as the first shareholders, held 46.8 million shares of Liangpin Store, accounting for 1 1.67% of the total share capital.

According to the latest shareholder list of Liangpin Store, as of the end of September this year, senior shareholders such as HHLPPZ(HK)HoldingsLimited, Zhuhai Gaoying Tianda Investment Center and Ningbo Gaoying Zhiyuan Enterprise Management Partnership (Limited Partnership) were ranked as the second, fourth and sixth largest tradable shareholders of listed companies respectively.

According to the latest shareholding ratio, after the completion of the last round of reduction plan, Gaoyao shareholders have reduced their holdings of good shops by about 245 1 10,000 shares.

A number of institutional shareholders increased their positions.

Liangpin Shop was listed on the Shanghai Stock Exchange on February 24th, 2020. The company is one of the leading enterprises in the field of A-share snack food. At present, good shops have formed a variety of product combinations covering meat snacks, roasted nuts, sweets and cakes, dried fruits and pickles, vegetarian food and so on.

Although Gaochun shareholders continue to reduce their holdings, high-quality shops are still being increased by many institutional investors. The latest shareholder list shows that in the third quarter of this year, Bosera Growth and Bosera Yulong A became the top ten tradable shareholders, while foreign shareholders Merrill Lynch and JPMorgan Chase also became the ninth and tenth largest shareholders.

From the perspective of business performance, the performance of good shops declined in the third quarter. The financial report released by the company on June 365438+1October 3 1 shows that the revenue in the first three quarters was 7.03 billion yuan, up 6.6% year-on-year, and the net profit was 287 million yuan, down 9.5% year-on-year. In a single quarter, in the third quarter, the company achieved revenue of RMB 210.08 million, down by10.84% year-on-year, net profit of RMB 9410.3 million, down by 23% year-on-year, and deducted non-net profit of RMB 8992 1.9 million, up by 0.57% year-on-year.

However, in terms of channels, the sales business of offline stores of good shops has grown steadily. The announcement of the company's main operating data in the third quarter shows that the sales of e-commerce business reached 654.38+0.00 billion yuan, down 654.38+0.2.19% year-on-year; The revenue of three offline businesses, such as franchise business, direct retail business and group purchase business, reached 654.38+27.7 million yuan, up 9. 19% year-on-year. However, except for the franchise business, the gross profit margin of several other businesses has declined.

In the investor survey after the release of the third quarterly report, Liangpin Store said that the store channel is a channel with core competitiveness and traditional advantages. Store management activities are not limited to the inside of the store, but actively radiate the surrounding areas, extending to the operation of a single customer leaving the store, and relying on the resources and tools of the store link platform, providing differentiated business services such as home-to-home, group purchase and online interaction.

By the end of September, 2022, there were 3 163 stores in Liangpin Store, including 963 direct stores, 2,200 franchised stores and 562 newly opened stores in the first three quarters. In the future, the company will further accelerate and enhance the development speed and scale of offline stores.