紫燕食品集团股份有限公司一致行动人通过集中竞价减持股份计划公告详细解读
紫燕食品集团股份有限公司（603057）于2026年5月18日发布了关于实际控制人之一致行动人通过集中竞价减持股份计划的公告。本文将为投资者详细解析该公告内容，重点关注对公司股价可能产生影响的要点以及投资者需要注意的信息。
一、减持主体及股份基本情况
- 本次减持主体为公司员工持股平台：宁国筑巢企业管理咨询服务合伙企业（有限合伙）和宁国衔泥企业管理咨询服务合伙企业（有限合伙）。
- 实际控制人钟怀军为上述合伙企业的执行事务合伙人，属于一致行动人范畴。
- 截至公告披露日，宁国筑巢和宁国衔泥合计持有公司5,479,286股，占公司总股本的1.33%。
二、减持计划主要内容
- 减持原因：员工持股平台内部分员工离职。
- 减持方式：自公告披露之日起15个交易日后，未来三个月内通过集中竞价方式减持。
- 减持数量及比例：
- 宁国衔泥最多减持178,077股，占总股本0.04%；
- 宁国筑巢最多减持82,189股，占总股本0.02%；
- 合计减持不超过260,266股，合计占总股本0.06%。
- 减持价格按市场价格确定。
- 若期间发生红利派发、送红股、转增股本、增发新股或配股等事项，减持数量将相应调整。
三、主要股东及一致行动人结构
- 公司实际控制人及一致行动人包括钟怀军、邓惠玲、戈吴超、钟勤川、钟勤沁等，持股比例较高（合计持股78.19%）。
- 其中，宁国筑巢和宁国衔泥均为钟怀军执行事务合伙人，均属于一致行动人。
- 其他员工持股平台和资产管理计划也签署了《一致行动协议》，进一步稳固了实际控制人的持股结构。
四、减持具体安排及承诺
- 减持期间：2026年6月8日至2026年9月7日。
- 本次减持仅针对离职员工（宁国筑巢合伙人王惠、宁国衔泥合伙人石伦均、周云、罗银全、谢长富、彭贤君），实际控制人钟怀军、公司董事长、总经理戈吴超及其他合伙人不减持股份。
- 若公司股票发生停牌，减持时间将相应顺延。
- 实际控制人及相关股东承诺：自公司股票上市之日起36个月内不转让或委托他人管理IPO前持有股份，不由公司回购该部分股份。锁定期满后减持需符合法律法规及交易所规定，减持价格不低于发行价（如有除权除息则调整）。
五、投资者需要关注的风险提示
- 减持计划存在时间、价格、数量等不确定性，投资者需注意风险。
- 减持不会导致公司控制权变更。
- 若发生股本变动，减持数量和比例将作相应调整。
- 公司将严格督促减持主体依法合规实施减持，并及时披露信息。
- 本次减持符合《证券法》、《上市公司股东减持股份管理暂行办法》等相关法规。
六、对公司股价可能产生的影响分析
- 虽然此次减持数量仅占总股本0.06%，总体规模较小，但涉及一致行动人和员工持股平台，具有一定的市场关注度。
- 减持原因系员工离职，并非公司治理或战略调整，理论上对公司控制权及经营稳定性影响有限。
- 若市场对此类减持行为敏感，短期内公司股价可能波动。
- 投资者还需关注后续减持实际进展及公司公告。
免责声明：
本文仅为信息披露解读，不构成任何投资建议。投资者需结合自身情况及风险偏好，谨慎决策。公司减持计划存在不确定性，股价波动也受多种因素影响。请投资者密切关注公司后续公告及市场动态。
English Version
Detailed Interpretation of Ziyan Food Group Co., Ltd.’s Coordinated Shareholder Share Reduction Plan Announcement
Ziyan Food Group Co., Ltd. (603057) announced on May 18, 2026, that certain coordinated shareholders (actual controllers) will reduce their holdings via centralized bidding. This article provides a detailed breakdown for investors, with a focus on price-sensitive information and points that may affect share value.
1. Shareholders and Shareholding Structure
- The entities reducing their holdings are employee shareholding platforms: Ningguo Zhuchao Enterprise Management Consulting Partnership (Limited Partnership) and Ningguo Xianni Enterprise Management Consulting Partnership (Limited Partnership).
- Actual controller Zhong Huaijun is the executive partner of these entities and is a coordinated (acting-in-concert) person.
- As of the announcement date, Ningguo Zhuchao and Ningguo Xianni together hold 5,479,286 shares, accounting for 1.33% of total share capital.
2. Main Content of the Share Reduction Plan
- Reason for reduction: Departure of some employees from the employee shareholding platform.
- Method: Centralized bidding, starting 15 trading days after announcement, over the following three months.
- Quantity and proportion:
- Ningguo Xianni: up to 178,077 shares (0.04%);
- Ningguo Zhuchao: up to 82,189 shares (0.02%);
- Total reduction: no more than 260,266 shares (0.06%).
- Reduction price will be determined by market price.
- Reduction quantity will be adjusted if dividends, stock splits, capital increases, new share issues, or rights issues occur during the period.
3. Shareholder Structure and Coordinated Action
- Actual controllers and coordinated shareholders, including Zhong Huaijun, Deng Huiling, Ge Wuchao, Zhong Qinchuan, Zhong Qinqin, collectively hold 78.19% of shares.
- Ningguo Zhuchao and Ningguo Xianni are both acting-in-concert entities with Zhong Huaijun as executive partner.
- Other employee platforms and asset management plans are also under coordinated action agreements, strengthening the controlling structure.
4. Specific Arrangements and Commitments
- Reduction period: June 8, 2026 – September 7, 2026.
- Only departing employees (Wang Hui from Ningguo Zhuchao; Shi Lun Jun, Zhou Yun, Luo Yin Quan, Xie Chang Fu, Peng Xian Jun from Ningguo Xianni) will reduce holdings. Actual controller Zhong Huaijun, chairman and GM Ge Wuchao, and other partners will not reduce holdings.
- If trading is suspended, reduction schedule will be postponed accordingly.
- Actual controllers and shareholders have committed not to transfer or entrust pre-IPO shares within 36 months of listing, nor will the company buy back these shares. After lock-up, any reduction must comply with laws/regulations and the reduction price must not be below the IPO price (adjusted for dividends/splits).
5. Risks for Investors
- Reduction plan has uncertainty regarding timing, price, and quantity; investors should be aware of related risks.
- The reduction will not change company control.
- Reduction quantity and proportion will be adjusted if capital changes occur.
- The company will ensure compliance and timely disclosure during reduction.
- The reduction complies with relevant securities laws and regulations.
6. Potential Impact on Share Price
- Although the reduction quantity is small (0.06% of total capital), it involves coordinated shareholders and employee platforms, which could attract market attention.
- The reason is employee departure, not governance or strategic change, so impact on company control and operations is limited.
- If the market is sensitive to such reductions, short-term price volatility may occur.
- Investors should watch for further updates and reduction progress.
Disclaimer:
This article is for information disclosure interpretation only and does not constitute investment advice. Investors should make decisions cautiously based on their circumstances and risk tolerance. The reduction plan is subject to uncertainty and share price fluctuations depend on multiple factors. Please follow the company’s subsequent announcements and market dynamics closely.
