Group 1 - The stock of Meideng Technology (838227) increased by 19.64% with a turnover rate of 18.61% and a trading volume of 1.59 billion yuan, showing a price fluctuation of 38.34% throughout the day [1] - The stock was listed on the North Exchange's watchlist due to its price fluctuation reaching 38.34%, with a total net selling amount of 17.49 million yuan from brokerage seats [3] Group 2 - The top five brokerage seats involved in trading accounted for a total transaction amount of 58.56 million yuan, with a buying transaction amount of 20.53 million yuan and a selling transaction amount of 38.03 million yuan, resulting in a net selling amount of 17.49 million yuan [2][3]

Business Development Focus - The company focuses on deep development in the e-commerce sector, aiming to explore user scenario value and needs [2] - Key areas of investment include customer service outsourcing and supply chain management, with the latter still in the market research and feasibility verification stage [2] AI Product Integration - The company's product, Meizhe, does not currently rely on large AI models for functionality [3] - AI tools are used internally to improve employee efficiency, such as designers using AI models to generate creative posters [3] - The company is exploring the integration of "unconscious AI" technology into products, though this requires further effort and time [3] Overseas E-commerce Platform Strategy - The company is actively exploring opportunities in overseas e-commerce platforms [5] - Business development on the Lazada platform is currently paused due to user payment habits and the maturity of the e-commerce software ecosystem [5] - The company has no product layout on TikTok but maintains contact and anticipates future collaboration opportunities [5] Product Development and Optimization - The company is upgrading existing products such as Meizhe, Woda, and Guangquan Zhibo [2] - Guangquan Zhibo is designed to enhance efficiency in live streaming control and is not planned to be transformed into an AI AGENT or a comprehensive e-commerce service platform [6] Legal and Privacy Compliance - Due to strict domestic legal regulations on customer information usage, the company cannot develop systems for precise marketing similar to Salesforce [4] - The company adheres to laws and regulations to ensure the security and privacy of customer information [4]

Business Development Focus - The company focuses on deep development in the e-commerce sector, aiming to explore user scenario value and demands [2] - Key areas of investment include customer service outsourcing and supply chain management, with the latter still in the market research and feasibility verification stage [2] AI Integration and Product Enhancement - The company is exploring AI model applications to enhance product performance and user experience, aiming for "unnoticeable AI" integration [3] - Current AI tools are primarily used internally to improve employee efficiency, such as designers using AI models to generate creative posters [3] Overseas E-commerce Platform Strategy - The company is actively exploring opportunities in overseas e-commerce platforms, with Lazada platform business currently paused due to user payment habits and ecosystem maturity [5] - TikTok platform is seen as a potential partner, especially given its rapid user growth in Latin America, though no product layout exists yet [5] Product Line and Efficiency Optimization - The company's product line, including Meizhe, Woda, and Guangquan Zhibo, is designed to improve efficiency across different roles in e-commerce [6] - Guangquan Zhibo, specifically designed for live broadcast control, aims to enhance efficiency in live streaming scenarios without plans to transform into an AI AGENT [6] Legal and Privacy Compliance - Due to strict domestic legal regulations on customer information usage, the company cannot develop systems for precise marketing similar to Salesforce's ERP software [4]

证券代码：838227 证券简称：美登科技 公告编号：2024-070 杭州美登科技股份有限公司 现金管理进展公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记 载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担 个别及连带法律责任。 一、 授权现金管理情况 （一）审议情况 公司于 2024 年 2 月 27 日召开第三届董事会第十一次会议和第 三届监事会第八次会议，审议通过了《关于使用部分闲置募集资金 进行现金管理的议案》，同意公司使用不超过人民币 1.5 亿元的部 分闲置募集资金进行现金管理，在上述额度范围内资金可以循环滚 动使用。具体内容详见公司在北京证券交易所信息披露平台 （www.bse.cn）披露的《杭州美登科技股份有限公司使用部分闲置 募集资金进行现金管理的公告》（公告编号：2024-005）。公司保荐 机构国泰君安证券股份有限公司出具了无异议的核查意见。 （二） 使用募集资金投资理财产品的说明 公司本次使用闲置募集资金购买的理财产品 5,000 万元为银行 结构性存款，收益类型均为保本保最低收益型，能够满足安全性高、 流动性好、保证本金安全的要求。 （二）披 ...

Investment Rating - The investment rating for the company is "Outperform" (Maintain) [2] Core Views - The company achieved a revenue of 1.09 billion yuan in Q1-Q3 2024, representing a year-on-year increase of 32.55%, while the net profit attributable to the parent company was 31.22 million yuan, a decrease of 3.52% year-on-year [4] - The company plans to expand its e-commerce supply chain services and enhance its product layout around the entire transaction chain of e-commerce [5] - The acquisition of Chengdu Xiahai Amu has increased revenue from e-commerce customer service outsourcing, contributing to revenue growth [6] Financial Summary - Revenue for 2024 is projected to be 1.47 billion yuan, with a year-on-year growth of 28.6% [7] - The net profit attributable to the parent company is expected to be 43 million yuan in 2024, with a slight increase to 52 million yuan in 2025 and 62 million yuan in 2026 [7] - The company's earnings per share (EPS) are forecasted to be 1.10 yuan in 2024, 1.34 yuan in 2025, and 1.60 yuan in 2026, with corresponding price-to-earnings (P/E) ratios of 48.5, 39.8, and 33.4 respectively [4][7]

（一）审议情况 公司于 2024 年 2 月 27 日召开第三届董事会第十一次会议和第 三届监事会第八次会议，审议通过了《关于使用部分闲置募集资金 进行现金管理的议案》，同意公司使用不超过人民币 1.5 亿元的部 分闲置募集资金进行现金管理，在上述额度范围内资金可以循环滚 动使用。具体内容详见公司在北京证券交易所信息披露平台 （www.bse.cn）披露的《杭州美登科技股份有限公司使用部分闲置 募集资金进行现金管理的公告》（公告编号：2024-005）。公司保荐 机构国泰君安证券股份有限公司出具了无异议的核查意见。 （二）披露标准 证券代码：838227 证券简称：美登科技 公告编号：2024-068 杭州美登科技股份有限公司 现金管理进展公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记 载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担 个别及连带法律责任。 一、 授权现金管理情况 根据《北京证券交易所股票上市规则（试行）》中相关规定，交 易的成交金额占上市公司最近一期经审计净资产的 10%以上且超过 1,000 万元的应当予以披露；上市公司连续 12 个月滚动发生理财 ...

（一）审议情况 公司于 2024 年 4 月 25 日召开第三届董事会第十二次会议、 2024 年 5 月 21 日召开 2023 年年度股东大会，审议通过了《关于自 有资金购买理财产品的议案》，同意公司使用不超过人民币 1.2 亿 元的自有闲置资金进行现金管理，在上述额度范围内资金可以循环 滚动使用。具体内容详见公司在北京证券交易所信息披露平台 （www.bse.cn）披露的《杭州美登科技股份有限公司关于使用自有 资金购买理财产品的公告》（公告编号：2024-030）。 （二）披露标准 证券代码：838227 证券简称：美登科技 公告编号：2024-069 杭州美登科技股份有限公司 委托理财进展公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记 载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担 个别及连带法律责任。 一、 授权委托理财情况 根据《北京证券交易所股票上市规则（试行）》中相关规定，交 易的成交金额占上市公司最近一期经审计净资产的 10%以上且超过 1,000 万元的应当予以披露；上市公司连续 12 个月滚动发生理财 的，以该期间最高余额为成交额，适用上述标准 ...

公司股票最近 3 个有成交的交易日（2024 年 11 月 13 日、2024 年 11 月 14 日、2024 年 11 月 15 日）以内收盘价涨幅偏离值累计达到 48.34%，根据《北京证券交易所交易规则（试 行）》的有关规定，属于股票交易异常波动情形。 二、公司关注并核实的相关情况 1、 关注问题： （1）前期公告的事项是否取得重大进展或变化，前期披露的公告是否需要更正、补充； （2）是否存在可能或已经对本公司股票交易价格产生较大影响的媒体报道或市场传闻，是 否涉及热点概念事项； （3）近期公司经营情况及内外部经营环境是否或预计将要发生重大变化； 证券代码：838227 证券简称:美登科技 公告编号：2024-067 杭州美登科技股份有限公司股票交易异常波动公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带法律责任。 一、股票交易异常波动的具体情况 4、 核实结论： 前期公告的事项不存在需要更正、补充之处，或取得重大进展或变化；未发现可能或已 经对本公司股票交易价格产生较大影响的媒体报道或市场传闻，不涉及 ...

| | 公告日期 2024-11-15 | 异常期间 | 无 | | | | --- | --- | --- | --- | --- | --- | | | 美登科技(838227) 连续竞价 6625512 | 成交数量 （股） | | 成交金额（万 元） | 35547.51 | | | 涉及事项 当日收盘价涨幅达到20%的前5只股票 | | | | | | 买/卖 | 营业部或交易单元名称 | | | 买入金额（元） | 卖出金额（元） | | 买1 | 东方财富证券股份有限公司拉萨东环路第二证券营业部 | | | 8212015.94 | 4431553.52 | | 买2 | 渤海证券股份有限公司天津中山路分公司 | | | 6974400 | 0 | | 买3 | 国信证券股份有限公司深圳互联网分公司 | | | 5952387.69 | 2027132.45 | | 买4 | 中信证券股份有限公司上海浦东新区东方路证券营业部 | | | 5611984.82 | 59900 | | 买5 | 机构专用 | | | 5213783.33 | 0 | | 卖1 | 东方财富证券股份有限公司拉萨东城区 ...

| | 公告日期 2024-11-15 | 异常期间 | 2024-11-15 | | | | --- | --- | --- | --- | --- | --- | | | 美登科技(838227) 连续竞价 | 成交数量 （股） | 16432424.0 | 成交金额（万 元） | 81708.12 | | | 北交所股票最近3个有成交的交易日以内收盘价涨跌幅偏离值累计达到+40% 涉及事项 | | | | | | | (-40%) | | | | | | 买/卖 | 营业部或交易单元名称 | | | 买入金额（元） | 卖出金额（元） | | 买1 | 东方财富证券股份有限公司拉萨东环路第二证券营业部 | | | 13839379.72 | 9277192.62 | | 买2 | 东方财富证券股份有限公司拉萨团结路第二证券营业部 | | | 11533870.17 | 8306481.31 | | 买3 | 东方财富证券股份有限公司拉萨东环路第一证券营业部 | | | 10809717.72 | 8695474.78 | | 买4 | 兴业证券股份有限公司南京分公司 | | | 9802461.11 | ...