Group 1 - The core viewpoint of the article is that there are claims regarding a significant reduction in workforce at Aima Technology, with reports suggesting a decrease of over 50% in staff, particularly affecting the high-end brand "Lingji" and the international business department [1] - Aima Technology's representative denied the claims of a workforce reduction exceeding 50%, stating that personnel optimization is a normal adjustment in the course of business development [1] - The company confirmed that both the high-end brand "Lingji" and the international business department are operating normally, contrary to the reports suggesting otherwise [1] Group 2 - The recent personnel adjustments at Aima Technology are described as the largest in recent years, with many employees reportedly receiving only one month’s salary as compensation upon leaving [1] - The company is currently operating normally and is expected to disclose its annual report in April of this year [1]

Core Viewpoint - There are market rumors suggesting that Aima Technology is experiencing a "winter" with layoffs exceeding 50%, which the company has denied, stating that personnel optimization is a normal adjustment in the course of business development [1] Group 1 - The company denies the claim of layoffs exceeding 50%, emphasizing that personnel optimization is a standard practice for aligning with business development needs [1] - Aima Technology confirmed that its high-end brand "Zero Boundary" and international division are both operating normally, indicating stable production and business operations [1]

Group 1 - The core message of the article indicates that there are rumors about Aima Technology (603529.SH) facing significant layoffs, with claims of over 50% staff reduction, particularly affecting the high-end brand "Lingji" and the international division [2] - Aima Technology's representative denied the rumors, stating that the company is undergoing normal personnel optimization to align with its operational needs, and confirmed that the mentioned departments are functioning normally [2] - The company reported a revenue of 21.093 billion yuan for the first three quarters of 2025, representing a year-on-year growth of 20.78%, and a net profit attributable to shareholders of 1.907 billion yuan, up 22.78% year-on-year [2] Group 2 - As of 13:41, Aima Technology's stock price increased by 0.89%, reaching 30.55 yuan per share, with a total market capitalization of 26.6 billion yuan [3]

Group 1 - The core message of the article indicates that there are rumors about Aima Technology (603529) facing significant layoffs, particularly in its high-end brand "Lingji" and international division, with reports suggesting over 50% reduction in staff. However, the company denies these claims, stating that personnel optimization is a normal part of business development and that operations are running normally [1][1][1] - Aima Technology's main business includes the research, production, and sales of electric two-wheelers (including electric bicycles, electric lightweight motorcycles, and electric motorcycles) and electric three-wheelers. For the first three quarters of 2025, the company reported revenue of 21.093 billion yuan, a year-on-year increase of 20.78%, and a net profit attributable to shareholders of 1.907 billion yuan, up 22.78% year-on-year [1][1][1] - As of January 8, Aima Technology's stock price increased by 0.66%, reaching 30.48 yuan per share, with a total market capitalization of 26.5 billion yuan [2][3][3] Group 2 - The company confirmed the existence of its high-end brand "Lingji" and international division, asserting that both departments are operating normally and refuting the exaggerated claims made in the market [1][1][1] - The company is expected to disclose its annual report in April of this year, indicating that it is still in the process of normal operations despite the rumors [1][1][1]

对此，21财经·南财快讯记者以投资者身份致电爱玛科技，接线工作人员表示， 公司不存在减 员超50%的情况， "人员优化属于企业发展过程中很正常的一种调整，是匹配公司的一个经营 发展需要的，但是并没有他说的这么的夸大。" 此外，前述工作人员确认，公司有高端品牌"零际"、国际事业部两大部门， 但相关部门均在 正常运行，不存在前述报道中描述的情况。 当前公司生产经营正常，预计今年4月份才披露年 报。 公开资料显示，爱玛科技主营业务是电动两轮车（包含：电动自行车、电动轻便摩托车、电动 摩托车）及电动三轮车等品类的研发、生产与销售。2025年前三季度，公司营收为210.93亿 元，同比增长20.78%；归母净利润为19.07亿元，同比增长22.78%。 记者丨叶映橙 见习记者林健民 编辑丨刘巷 1月8日，21财经《辟谣财知道》注意到，有市场消息称爱玛科技（603529.SH） "寒冬已 至"，减员超50% ，高端品牌"零际"、国际事业部两大部门成为重灾区，售后等部门也出现不 同程度人员离职。此次爱玛科技人员调整为近几年幅度最大的一次，很多员工离职时仅获得1 个月工资作为补偿。 你了解爱玛这个品牌吗？有什么使用体验么？ ...

Core Viewpoint - Aima Technology denies rumors of significant layoffs, stating that personnel adjustments are normal at year-end and only a few individuals were affected [1] Group 1: Company Response - Aima Technology's spokesperson clarified that the reports of over 50% staff reduction in several departments, including the high-end brand "Lingji" and the international business unit, are exaggerated [1] - The company confirmed that both the "Lingji" brand and the international business unit are operating normally and that there is no impact on the company's performance [1]

Group 1: Industry Overview - The light industry and beauty sector is expected to stabilize and improve due to the dual drivers of domestic demand policies and steady export growth [3] - The "14th Five-Year Plan" marks a year of enhanced domestic demand policies, coupled with consumers' increasing pursuit of high-quality living, creating significant growth opportunities for the industry [3] - The penetration rate of cross-border e-commerce has ample room for improvement, and the recovery of international relations and demand from emerging markets will further drive market expansion [3] Group 2: Beauty Sector - The cosmetics market is projected to grow steadily, with the skincare segment being the largest, reaching a market size of 4,619 billion yuan in 2024, and expected to grow at a CAGR of 8.6% from 2024 to 2029 [19] - The high-end cosmetics market is rapidly expanding, with the market size for high-end skincare products increasing from 749 billion yuan in 2019 to 1,144 billion yuan in 2024, reflecting a CAGR of 8.84% [19] - Key companies in the beauty sector include: - **Mao Geping**: Revenue reached 25.88 billion yuan in H1 2025, with a growth rate of 31.28% [23] - **Lin Qingxuan**: Revenue grew to 10.52 billion yuan in H1 2025, marking a 98.28% increase [27] - **Marubi**: Revenue is expected to reach 29.70 billion yuan in 2024, recovering from previous declines [32] Group 3: Medical Aesthetics - The medical aesthetics sector is facing short-term pressure due to cautious consumer spending, but the long-term growth potential remains strong, with a projected CAGR of 10%-15% from 2024 to 2027 [36] - The market penetration rate for medical aesthetics in China is currently at 4-5%, indicating a growth potential of 2-5 times compared to countries like the US and South Korea [36] - Key companies in the medical aesthetics sector include: - **Jinbo Biological**: Achieved revenue of 12.96 billion yuan in Q1-Q3 2025, with a year-on-year growth of 31.10% [45] Group 4: Daily Chemicals - The daily chemical industry is benefiting from domestic demand policies, with local brands poised to capture market share [49] - Companies such as **Dengkang Oral Care** and **Runben** are highlighted for their strong market positions and growth potential [51][55] - **Shanghai Jahwa** has shown significant growth, with revenue reaching 49.61 billion yuan in Q1-Q3 2025, reflecting a 10.83% increase [59] Group 5: Home Furnishing - The home furnishing sector is under pressure due to weak real estate sales, with a 15% decline in residential investment in 2025 [65] - National subsidies for home appliances and furnishings have provided some support, but the long-term effects are limited [65] - Leading companies such as **Oppein Home** and **Kuka Home** are noted for their strong channel capabilities and multi-category layouts [65]

证券之星消息，1月6日摩托车及其他板块较上一交易日上涨1.54%，千里科技领涨。当日上证指数报收 于4083.67，上涨1.5%。深证成指报收于14022.55，上涨1.4%。摩托车及其他板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 601777 | 千里科技 | 11.41 | 7.64% | 79.72万 | 8.85亿 | | 600818 | 中路股份 | 9.83 | 2.08% | 4.98万 | 4866.48万 | | 600679 | 上海凤凰 | 13.65 | 1.94% | 6.96万 | 9452.18万 | | 603776 | 永安行 | 18.27 | 1.78% | 4.21万 | 7681.95万 | | 60006899 | 九号公司 | 57.14 | 1.44% | 7.29万 | 4.18亿 | | 603529 | 爰玛科技 | 30.38 | 1.03% | 6.37万 | 1.93亿 | | 300994 | 久祺股份 | ...

Core Viewpoint - Aima Technology has initiated significant layoffs across multiple departments, marking the largest personnel optimization in recent years, particularly affecting its high-end brand "Zero Boundary" and the international business division [2][4][7]. Group 1: Layoff Details - The layoffs have impacted various departments, including the international business division, domestic business division, after-sales, branding, e-commerce, and the high-end brand "Zero Boundary," with the international division and "Zero Boundary" being the most affected [4][5]. - Approximately 180 employees from the international business division, which had between 300 to 400 employees, are expected to be laid off, representing over 50% of the workforce [4]. - The "Zero Boundary" brand, which peaked with around 80 employees, has seen its team reduced to about 40, indicating a significant downsizing [4]. Group 2: Reasons for Layoffs - The primary reason for the layoffs in the international business division is reported to be poor performance, while the downsizing in "Zero Boundary" is attributed to the relocation of operations from Tianjin to Chongqing [4][7]. - The after-sales department is also heavily affected due to a policy shift towards outsourcing, leading to many employees being asked to transition to third-party companies without adequate compensation [5][6]. Group 3: Financial Performance - Aima's international business revenue was approximately 120 million yuan in the first half of 2024, which further declined to about 90.37 million yuan in the first half of 2025, indicating a downward trend [7]. - Despite a reported revenue growth of 20.78% to 21.09 billion yuan and a net profit increase of 2.78% to 1.907 billion yuan in Q3 2025, the company is undergoing significant layoffs, suggesting underlying issues [14]. Group 4: Strategic Challenges - The company has faced challenges in transitioning to high-end markets, as its historical focus has been on mid-range electric bicycles priced around 2000 yuan, which are now affected by new regulatory standards [14][15]. - Aima's strategy has been inconsistent, with shifts from external procurement to in-house development for its "Zero Boundary" brand's smart technology, reflecting a lack of clear direction [8][10]. Group 5: Organizational Changes - The restructuring has led to the division of the electric vehicle department into domestic and international segments, with significant leadership changes and a reduction in the authority of key figures like the former president of the domestic division [11][13]. - Frequent organizational changes and a rigid structure have been cited as factors contributing to employee dissatisfaction and turnover, further complicating the company's operational stability [15].

Core Insights - Aima Technology has initiated significant layoffs across multiple departments, marking the largest personnel optimization in recent years, particularly affecting the high-end brand "Zero Boundary" and the international business division [2][4][22] Group 1: Layoff Details - The layoffs have impacted various departments, with the international business division expected to cut approximately 180 employees, which is about half of its workforce of 300-400 [4][20] - The high-end brand "Zero Boundary" has seen its team reduced from around 80 to approximately 40, indicating a reduction of over 50% since its launch [4][20] - Employees have reported receiving only one month’s salary as compensation instead of the expected N+1 standard, leading to dissatisfaction and potential legal actions [5][21][6] Group 2: Reasons for Layoffs - The international business division's poor performance has been cited as a primary reason for the layoffs, with revenue dropping from approximately 120 million yuan in the first half of 2024 to about 90.37 million yuan in the first half of 2025 [8][23] - The relocation of the "Zero Boundary" operations from Tianjin to Chongqing has also contributed to the layoffs, as the change has led to significant employee turnover [4][9] - The company has faced challenges in its new business ventures, particularly in the high-end market, where it struggles to compete against established brands due to its historical focus on mid-range electric bicycles [9][28] Group 3: Organizational Changes - Aima has undergone frequent organizational restructuring, including the splitting of its electric vehicle division into domestic and international segments, which has led to confusion and instability within the company [11][25] - The former president of the domestic division, who also managed the international division, has seen his responsibilities significantly reduced, reflecting a shift in the company's strategic focus [13][27] - The company has engaged multiple consulting firms to assist with its restructuring efforts, indicating a lack of clear direction and stability in its strategic planning [25][29] Group 4: Financial Performance - Despite the layoffs, Aima reported a revenue increase of 20.78% year-on-year to 21.09 billion yuan in Q3 2025, with a net profit growth of 2.78% to 1.907 billion yuan [14][28] - The new national standards for electric bicycles have raised production costs and may lead to decreased consumer demand, potentially resulting in negative growth for Aima's core products [28][29]