江苏红豆实业股份有限公司股东被动减持提前终止暨减持股份结果公告

报告要点

• 减持主体： 公司控股股东一致行动人兼董事周海江先生。
• 减持原因： 周海江先生通过信用交易担保证券账户进行融资，因融资合约逾期，万和证券计划对其所持股份进行被动减持。
• 减持计划与实际结果： 原计划减持不超过1,895,372股（占总股本0.08%），实际减持1,700,000股（占总股本0.07%），减持价格区间为2.40～2.42元/股，总金额4,103,300元，减持已完成。万和证券基于实际情况，决定提前终止减持计划。
• 司法强制执行： 减持期间收到浙江省东阳市人民法院《协助执行通知书》，万和证券对周海江先生信用账户股份执行强制平仓。2026年4月9日至4月22日，万和证券通过集中竞价交易方式强制执行股份共计19,351,600股（占总股本0.84%）。
• 减持后持股情况： 周海江先生当前持有股份24,391,391股（占总股本1.06%）。
• 控股股东及一致行动人关系： 周海江与红豆集团有限公司为一致行动人，红豆集团持股1,352,708,418股（占59.03%），合计持股1,398,151,409股（占61.02%）。

对投资者的重要影响及潜在市场动向

• 被动减持及强制执行影响： 本次减持为被动减持及司法强制执行，反映公司高管个人融资风险及流动性压力，可能对投资者信心产生负面影响。
• 减持比例及价格： 虽然减持比例较小（合计0.91%），但短期内集中减持和强制执行可能对股价产生压力，尤其是在减持价格区间2.40～2.42元/股。
• 控股结构稳定性： 减持后，周海江及一致行动人仍合计持有公司61.02%股份，控股地位未受实质影响。
• 提前终止减持计划： 万和证券提前终止减持计划，表明减持风险已按实际情况得到控制，但司法强制执行部分仍需投资者关注。
• 法律合规： 本次减持过程符合相关法律法规及交易所业务规则，无违规情况。

详细内容

公司控股股东的一致行动人兼董事周海江先生，原持有公司股份45,442,991股（占总股本1.98%），其中通过信用交易担保证券账户持有43,379,500股（占总股本1.89%）。因融资合约逾期，万和证券于2026年1月21日公告拟在3个月内通过集中竞价方式减持不超过1,895,372股（占总股本0.08%）。截至公告日，实际减持1,700,000股，减持价格区间2.40～2.42元/股，总金额4,103,300元。万和证券基于实际情况提前终止减持计划。

减持期间，万和证券还收到法院协助执行通知，对周海江信用账户股份执行强制平仓。2026年4月9日至4月22日，通过集中竞价方式强制执行股份19,351,600股（占总股本0.84%）。本次被动减持及强制执行后，周海江先生持股降至24,391,391股（占总股本1.06%）。

周海江与红豆集团有限公司构成一致行动人，红豆集团持股1,352,708,418股（占59.03%），合计持股达61.02%。减持计划已完成且提前终止，整体过程符合法律法规及交易所规则，无违规情况。

投资者需重点关注：

• 公司高管个人融资风险，导致被动减持及司法强制执行，反映管理层流动性压力。
• 短期内较大规模股份集中减持和强制执行，可能对股价形成压力，需警惕市场波动。
• 控股股东及一致行动人持股比例仍较高，控股权稳定，但相关风险事件需持续关注。

免责声明

本文仅供参考，不构成投资建议。投资者应结合自身情况及市场信息，谨慎决策。公司及相关人员对公告内容的真实性、准确性和完整性负责，投资者需自行承担投资风险。

English Version

Key Points of the Report

• Subject of Share Reduction: Mr. Zhou Haijiang, director and concerted actor of the controlling shareholder.
• Reason for Reduction: Due to overdue margin contract in Zhou’s margin account, Wanhe Securities planned to reduce his holdings through forced sale.
• Reduction Plan & Actual Result: The original plan was to reduce no more than 1,895,372 shares (0.08% of total equity); actually, 1,700,000 shares were reduced (0.07% of total equity) at a price range of RMB 2.40–2.42 per share, totaling RMB 4,103,300. The plan was terminated early due to actual circumstances.
• Judicial Forced Execution: During the reduction period, Wanhe Securities received a judicial notification and executed forced sale of 19,351,600 shares (0.84% of total equity) between April 9–22, 2026.
• Post-Reduction Holding: Zhou Haijiang now holds 24,391,391 shares (1.06% of total equity).
• Controlling Shareholder Structure: Zhou Haijiang and Hongdou Group are concerted actors, with Hongdou Group holding 1,352,708,418 shares (59.03%). Combined, they hold 61.02% of the company.

Significant Investor Concerns & Potential Price Sensitivity

• Impact of Passive Reduction & Forced Sale: This event reflects liquidity risks and margin pressure on senior management, which may negatively affect investor confidence.
• Reduction Ratio & Price: Although the reduction ratio is relatively low (total 0.91%), concentrated reduction and forced sale in a short period may put downward pressure on share price, especially at RMB 2.40–2.42 per share.
• Controlling Structure Stability: After the reduction, Zhou and concerted actors still hold 61.02%, maintaining control.
• Early Termination of Plan: Wanhe Securities terminated the reduction plan early, indicating risk was handled, but the forced execution part remains a concern.
• Legal Compliance: The reduction process complies with laws and exchange rules; no violations were found.

Details

Mr. Zhou Haijiang, director and concerted actor of the controlling shareholder, originally held 45,442,991 shares (1.98%). He had 43,379,500 shares in a margin account. Due to overdue margin contract, Wanhe Securities planned to reduce no more than 1,895,372 shares (0.08%). As of the announcement date, 1,700,000 shares were actually reduced at RMB 2.40–2.42 per share, totaling RMB 4,103,300. The reduction plan was terminated early.

During the reduction period, Wanhe Securities received a court notification and executed forced sale of 19,351,600 shares (0.84%) between April 9–22, 2026. After these events, Zhou holds 24,391,391 shares (1.06%).

Zhou and Hongdou Group are concerted actors, holding a combined 61.02%. The reduction plan is completed and terminated early, and the entire process is in accordance with legal and exchange requirements.

Investor Focus:

• Senior management’s margin risk led to passive reduction and judicial forced sale, reflecting liquidity stress.
• Short-term concentrated reduction and forced sale may pressure share price and cause volatility.
• Control remains stable, but these risk events warrant continued attention.

Disclaimer

This article is for reference only and does not constitute investment advice. Investors should make decisions based on their own circumstances and market information. The company and individuals are responsible for the authenticity, accuracy, and completeness of the announcement. Investors assume their own investment risks.

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