北京声迅电子股份有限公司特定股东减持计划期限届满公告解读
一、公告核心内容概要
- 减持主体：公司股东刘建文先生及其一致行动人合畅创业投资有限公司、刘孟然先生。
- 减持计划披露时间：2026年1月10日。
- 减持时间窗口：2026年2月2日至2026年5月1日。
- 减持方式：集中竞价交易、大宗交易。
- 最大拟减持股份：
- 刘孟然：不超过1,650,000股（占剔除回购股份后总股本2.04%）。
- 刘建文先生及合畅创业投资有限公司合计：不超过2,132,150股（占剔除回购股份后总股本2.64%）。
- 实际减持结果：
- 刘建文：减持389,050股（0.48%）；减持均价32.45元/股。
- 合畅创业投资有限公司：减持224,100股（0.28%）；减持均价32.63元/股。
- 刘孟然：减持229,000股（0.28%）；减持均价32.16元/股。
- 三方合计：减持842,150股，占剔除回购股份后总股本的1.04%。
- 减持股份来源：公司首次公开发行前股份。
- 减持计划已于2026年4月30日届满。
二、减持前后持股结构变化
| 股东 | 减持前持股（股） | 减持前比例 | 减持后持股（股） | 减持后比例 |
|---|---|---|---|---|
| 刘建文 | 528,050 | 0.65% | 139,000 | 0.17% |
| 合畅创业投资有限公司 | 1,604,100 | 1.99% | 1,380,000 | 1.71% |
| 刘孟然 | 2,986,000 | 3.70% | 2,757,000 | 3.42% |
截至2026年4月30日，公司总股本为81,862,615股，回购股份为1,139,100股，剔除回购股份后总股本为80,723,515股。上述持股比例均按剔除回购股份后计算。
三、对投资者的重要提示与影响
- 减持实际规模远低于计划：原计划最大可减持3,782,150股，实际减持842,150股，仅占计划的约22%。实际减持比例为1.04%，未对公司股权结构造成重大变动。
- 减持均价接近32元/股：可为市场提供参考，显示股东对公司当前估值的判断。
- 公司控制权不变：减持后，相关股东并非控股股东或实际控制人，公司治理及持续经营不受影响。
- 减持合规且承诺履行：所有减持严格遵守相关法律法规及此前作出的承诺，无违规情形。
- 股份来源明确：全部为公司IPO前股份，无限售条件。
四、投资者需关注的潜在影响
- 股东减持计划的结束对于投资者而言，减持行为虽然已完成且规模有限，但仍可能对短期市场情绪产生一定影响。后续如无新减持计划，减持压力将阶段性缓解，有助于股价企稳。
- 未来公司经营状况仍为关注重点：公告强调生产经营一切正常，不影响公司治理和持续经营。投资者可关注公司基本面和业绩表现。
五、备查文件
- 相关股东出具的《关于减持公司部分股份计划期限届满的告知函》已存档备查。
六、结论
本次公告显示，尽管部分特定股东进行了减持，但减持规模远低于计划且操作合规，不影响公司持续经营和治理结构。减持计划到期后，阶段性抛售压力解除，短期内对公司股价影响有限。建议投资者持续关注公司后续经营与公开信息发布。
免责声明：本文仅供参考，不构成任何投资建议。投资有风险，决策需谨慎。请投资者根据自身情况和专业资讯做出独立判断。
English Version
Beijing Shengxun Electronics Co., Ltd. – Expiry of Specific Shareholder Share Reduction Plan
1. Key Points in the Announcement
- Parties Reducing Shares: Shareholders Mr. Liu Jianwen and his acting-in-concert party Hechang Venture Capital Co., Ltd., and Mr. Liu Mengran.
- Original Plan Announcement Date: January 10, 2026.
- Reduction Period: February 2, 2026, to May 1, 2026.
- Means: Centralized auction and block trading.
- Maximum Shares Planned to Be Reduced:
- Liu Mengran: Up to 1,650,000 shares (2.04% of the total share capital after share repurchase deduction).
- Liu Jianwen and Hechang Venture Capital combined: Up to 2,132,150 shares (2.64%).
- Actual Results:
- Liu Jianwen: 389,050 shares reduced (0.48%); average price RMB 32.45/share.
- Hechang Venture Capital: 224,100 shares reduced (0.28%); average price RMB 32.63/share.
- Liu Mengran: 229,000 shares reduced (0.28%); average price RMB 32.16/share.
- Total: 842,150 shares reduced, accounting for 1.04% of the total share capital after deduction.
- Source of Shares: All shares are from pre-IPO holdings and are non-restricted.
- The reduction plan expired on April 30, 2026.
2. Shareholding Structure Changes Before and After Reduction
| Shareholder | Pre-Reduction Shares | Pre-Reduction % | Post-Reduction Shares | Post-Reduction % |
|---|---|---|---|---|
| Liu Jianwen | 528,050 | 0.65% | 139,000 | 0.17% |
| Hechang Venture Capital | 1,604,100 | 1.99% | 1,380,000 | 1.71% |
| Liu Mengran | 2,986,000 | 3.70% | 2,757,000 | 3.42% |
As of April 30, 2026, the company’s total share capital was 81,862,615 shares, with 1,139,100 shares repurchased. The percentage is calculated based on the outstanding share capital of 80,723,515 shares.
3. Key Matters and Potential Price-sensitive Information
- Actual Reduction Much Lower Than Plan: Only 22% of the maximum planned reduction was executed, with the actual reduction at 1.04% of share capital, causing no major shift in equity structure.
- Average Price Around RMB 32/share: This may indicate the shareholders’ valuation expectation.
- No Change in Control: The reducing shareholders are not controlling shareholders or actual controllers; company governance and sustainable operations are unaffected.
- Compliance and Commitment Fulfillment: All reductions were in line with laws and original commitments, no breach.
- Clear Share Source: All are pre-IPO shares without sale restrictions.
4. Potential Impact for Investors
- Reduction Pressure Eased: With this reduction plan completed and the scale modest, near-term selling pressure is released, which may be positive for price stability.
- Operating Fundamentals Remain Key: The company states that operations are normal and not affected. Investors should continue to monitor business performance.
5. Reference Document
- The shareholders’ official “Notification of Expiry of Partial Share Reduction Plan” is on file.
6. Conclusion
This announcement signals that the reduction plan was executed in a compliant manner and at a much smaller scale than initially disclosed, with no impact on company control or operations. With this plan completed, short-term selling pressure is reduced. Investors should focus on the company’s future performance and disclosures.
Disclaimer: This article is for informational purposes only and does not constitute investment advice. Investments involve risk; please make prudent decisions based on your own situation and professional advice.
