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股东减持、Q1营收被同行赶超 良品铺子称野山笋新品表现亮眼 |直击业绩会

Shareholders reduced their holdings, Q1 revenue was overtaken by their peers, and Liangpin stores claimed that the new wild bamboo shoots performed brilliantly | Direct access to the performance meeting

cls.cn ·  May 31 15:16

① Regarding successive holders' holdings reduction, Chairman Yang Yinfen responded that the company's shareholders made arrangements to reduce their holdings according to their own capital requirements; ② Xu Ran, secretary of the board of directors, said that more than 140 healthy snacks will be launched this year. Currently, new wild bamboo shoots are on the market, and sales performance is impressive; ③ the company once again mentioned that the top priority now is to win back more consumers.

Financial Services Association, May 31 (Reporter Wu Weiling) “Why do the majority shareholders keep reducing their holdings when stock prices are so low?” “The majority shareholder and two shareholders are competing to reduce their holdings. Has the company encountered operational difficulties?” At the performance briefing held by Liangpin Shop (603719.SH) today, the company was repeatedly questioned by investors.

On the evening of the 17th of this month, Liangpin Shop issued two consecutive announcements. The controlling shareholder Ningbo Hanyi Venture Capital Partnership (“Ningbo Hanyi”) and the non-largest shareholder Dayong Co., Ltd. (“Dayong Limited”), which holds 5% or more of the shares, the two important shareholders plan to reduce their holdings by no more than 24.06 million shares in total, accounting for about 6% of the company's total share capital.

Among them, Ningbo Hanyi's partners include four actual controllers: Yang Hongchun, Yang Yinfen, Zhang Guoqiang, and Pan Jihong. Behind Dayong Limited is today's venture capital, which has been “with us” for many years since the company went public in 2020.

Yang Yinfen, chairman and general manager of Liangpin Shop, responded today that the company's shareholders made arrangements to reduce their holdings based on their own capital requirements. “The company has no matters that should be disclosed but not disclosed, and will continue to operate steadily.”

In the first quarter of this year, the company's revenue was overtaken by three squirrels (300783.SZ), which attracted investors' attention. What is the company's sales pace? Can we speed up in the second quarter?

At the performance meeting, Xu Ran, secretary of the company's board of directors, said that more than 140 healthy snacks will be launched this year, covering categories such as pastries, biscuits, vegetarian food, dried fruit and dried fruit. Currently, the first batch of new products in the wild bamboo shoot series, which is one of the main products promoted in healthy snacks, is on the market, and sales performance is impressive.

At the same time, the company mentioned again today that its primary goal is to win back more consumers, increase the company's procurement scale and bargaining power, obtain long-term, sustainable and efficient supply chain capabilities, and provide consumers with more “high quality and cost ratio” products.

Yang Yinfen also said that in the future, he will adhere to the “price reduction without loss of quality” price strategy, focus on improving the management efficiency and quality of the store business, and enhance the customer's desire to arrive at the store and the overall operating efficiency of the store.

According to financial reports, Liangpin Store achieved revenue of 2,451 billion yuan in the first quarter, up 2.79% year on year; net profit to mother was 62.4828 million yuan, down 57.98% year on year.

The translation is provided by third-party software.


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