Investment Rating - The report suggests a focus on the home appliance sector, indicating a strong certainty in domestic demand growth and potential for export growth in emerging markets [7][40]. Core Insights - The adjustment of national subsidy policies aims to optimize resource allocation and enhance fund efficiency, guiding the industry towards high-quality development [3][14]. - The subsidy model is shifting from a "universal" approach to "precise control," with a pilot "quota allocation" model in Jiangsu expected to become a national standard [3][16]. - The current funding disbursement mechanism may transition from a pre-allocation based on reimbursement ratios to a "total pre-allocation" system, improving cash flow for enterprises [3][16]. - Online supervision is being strengthened to reduce arbitrage opportunities, with regions like Guangdong and Shanghai tightening cross-regional subsidies [3][16]. - The price system is expected to stabilize, with leading brands likely to initiate structural price increases as subsidy limits are imposed, leading to a more rational competitive environment [3][17]. Market and Sector Tracking - The Shanghai and Shenzhen 300 Index increased by 0.88%, while the Shenwan Home Appliance Index decreased by 1.4% [4][18]. - Key stock performers included Springlight Technology (+28.64%), Beilingsong (+21.17%), and Hesheng New Materials (+15.81%), while Midea Group (-4.25%), Hisense Visual (-3.98%), and Boss Electric (-3.74%) saw declines [4][18]. - Raw material prices showed a mixed trend, with copper prices up by 1.45% and aluminum prices down by 0.80% during the week [21][23]. Real Estate Data Tracking - In April 2025, the cumulative area of new residential construction was 131,639.8 thousand square meters, down 22.6% year-on-year [5][32]. - The cumulative area of residential construction was 4,319,367.5 thousand square meters, down 10.1% year-on-year [5][32]. Investment Recommendations - The report recommends focusing on three main lines: 1) Capitalizing on domestic demand and subsidy policies, particularly in the white goods sector [7][40]. 2) Investing in the black goods sector, which continues to show structural upgrade logic [7][40]. 3) Targeting the cleaning appliance segment, which remains promising in terms of growth [7][40].

关于股份回购比例达到 1%暨回购进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、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法律责任。 重要内容提示： 证券代码：688793 证券简称：倍轻松 公告编号：2025-039 深圳市倍轻松科技股份有限公司 | 回购方案首次披露日 | 2025/4/10 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 回购方案实施期限 | 2025 年 4 月 7 | 11 | 日~2025 | 年 | 月 | 10 | 日 | | 预计回购金额 | 4,000万元~8,000万元 | | | | | | | | 回购用途 | □减少注册资本 □用于员工持股计划或股权激励 □用于转换公司可转债 | | | | | | | | | √为维护公司价值及股东权益 | | | | | | | | 累计已回购股数 | 97.7420万股 | | | | | | | | 累计已回购股数占总股本比例 | 1.14% | | | | | | | | 累计已回购金额 | 2,97 ...

证券代码：688793 证券简称：倍轻松 公告编号：2025-038 深圳市倍轻松科技股份有限公司 关于股份回购进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、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法律责任。 重要内容提示： 截至 2025 年 5 月 31 日，公司通过上海证券交易所交易系统以集中竞价交 易方式已累计回购公司股份 69.1757 万股，占公司总股本的比例为 0.80%，回购 成交的最高价为 30.97 元/股、最低价为 26.38 元/股，支付的资金总额为人民币 2,054.6440 万元（不含印花税、交易佣金等交易费用）。 本次回购股份符合相关法律法规及公司回购股份方案的规定。 三、其他事项 | 回购方案首次披露日 | 2025/4/10 | | --- | --- | | 回购方案实施期限 | 待董事会审议通过后 3 个月 | | 预计回购金额 | 4,000万元~8,000万元 | | 回购用途 | □减少注册资本 □用于员工持股计划或股权激励 □用于转换公司可转债 | | | √为维护公司价值及股东权益 | | 累计已回购股数 | 69.1 ...

6月3日突破年线个股乖离率排名 | 证券代 | 证券简 | 今日涨跌幅 | 今日换手率 | 年线 | 最新价 | 乖离率 | | --- | --- | --- | --- | --- | --- | --- | | 码 | 称 | （%） | （%） | （元） | （元） | （%） | | 300315 | 掌趣科 | 15.34 | 21.77 | 5.09 | 5.79 | 13.71 | | | 技 | | | | | | | 300629 | 新劲刚 | 13.29 | 15.51 | 19.53 | 22.00 | 12.66 | | 300957 | 贝泰妮 | 12.12 | 4.96 | 45.60 | 49.57 | 8.70 | | 600250 | 南京商 旅 | 9.97 | 10.45 | 8.76 | 9.49 | 8.32 | | 688793 | 倍轻松 | 5.25 | 3.94 | 31.12 | 32.66 | 4.96 | | 688105 | 诺唯赞 | 5.10 | 0.89 | 22.02 | 23.06 | 4.72 | | 300352 | 北信源 | ...

Market Overview - The Shanghai Composite Index closed at 3363.48 points, above the annual line, with a change of 0.48% [1] - The total trading volume of A-shares reached 763.885 billion yuan [1] Stocks Breaking Annual Line - A total of 75 A-shares have surpassed the annual line today, with notable stocks including: - Zhangqu Technology (掌趣科技) with a deviation rate of 11.95% - New Jingang (新劲刚) at 8.64% - Beitaini (贝泰妮) at 8.42% [1] Top Stocks by Deviation Rate - The following stocks have the highest deviation rates from the annual line: - Zhangqu Technology (掌趣科技): Today's change of 13.55%, turnover rate of 20.26%, annual line at 5.09 yuan, latest price at 5.70 yuan [1] - New Jingang (新劲刚): Today's change of 9.22%, turnover rate of 12.15%, annual line at 19.52 yuan, latest price at 21.21 yuan [1] - Beitaini (贝泰妮): Today's change of 11.83%, turnover rate of 4.22%, annual line at 45.60 yuan, latest price at 49.44 yuan [1] Additional Stocks with Notable Performance - Other stocks with significant performance include: - Nanjing Shanglv (南京商旅): Change of 9.97%, turnover rate of 9.74%, annual line at 8.76 yuan, latest price at 9.49 yuan [1] - Beixin Source (北信源): Change of 6.31%, turnover rate of 7.33%, annual line at 4.99 yuan, latest price at 5.22 yuan [1] - Bolei Technology (倍轻松): Change of 3.67%, turnover rate of 3.40%, annual line at 31.11 yuan, latest price at 32.17 yuan [1]

证券代码：688793 证券简称：倍轻松 公告编号：2025-037 本公司监事会及全体监事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 深圳市倍轻松科技股份有限公司（以下简称"公司"、"倍轻松"）于 2025 年 5 月 26 日召开第六届董事会第十三次会议，审议通过《关于以专利权质押担保向金 融机构申请授信额度的议案》，具体内容公告如下： 一、交易概述 公司为响应中共中央、国务院《关于支持深圳建设中国特色社会主义先行示范 区的意见》中关于"探索知识产权证券化"的要求，拓宽融资渠道，降低融资成本， 拟以公司名下有权处分的两项专利作为质押担保，向深圳市中小担小额贷款有限公 司（以下简称"中小担小额贷"）申请不超过 3,000 万元额度的综合授信，授信期 限 1 年。同时，深圳市深担增信融资担保有限公司（以下简称"深担增信融资担 保"）拟为公司上述申请授信事项提供一般责任保证担保，公司实际控制人马学军 先生为公司上述申请授信事项提供连带责任保证。以上授信额度最终以实际审批的 授信额度为准，具体融资金额将根据公司运营资金的实际需求来确定。 根据《 ...

深圳市倍轻松科技股份有限公司（以下简称"倍轻松"或"公司"）第六届董 事会第十三次会议通知于 2025 年 05 月 22 日送达全体董事，本次会议于 2025 年 05 月 26 日在深圳市南山区创业路 1777 号海信南方大厦 19 楼以现场结合通讯表决方式 召开，会议由董事长马学军召集和主持，会议应出席董事 7 人，实际出席董事 7 人。 本次会议的召集、召开符合《中华人民共和国公司法》（以下简称《公司法》）等 法律、法规和《深圳市倍轻松科技股份有限公司章程》（以下简称《公司章程》） 的有关规定，会议决议合法有效。 深圳市倍轻松科技股份有限公司 第六届董事会第十三次会议决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 一、董事会会议召开情况 二、董事会会议审议情况 经全体董事认真审议并表决，形成决议如下： 审议通过《关于以专利权质押担保向金融机构申请授信额度的议案》 证券代码：688793 证券简称：倍轻松 公告编号：2025-036 表决结果：7 票同意，0 票反对，0 票弃权。 具体内容详见公司于同日刊登 ...

Group 1 - The company plans to pledge two patents as collateral to apply for a comprehensive credit line not exceeding 30 million yuan from Shenzhen Small Loan Co., Ltd [1] - The credit line will have a term of one year [1] - The actual financing amount will be determined based on the company's operational funding needs [1] Group 2 - Shenzhen Credit Guarantee Co., Ltd and the company's actual controller, Mr. Ma Xuejun, will provide joint liability guarantees [1]

Core Viewpoint - The legal opinion issued by Hunan Qiyuan Law Firm confirms that the 2024 annual shareholders' meeting of Shenzhen Beiqing Technology Co., Ltd. was convened and conducted in accordance with relevant laws and regulations, ensuring the legality and validity of the meeting and its resolutions [1][11]. Group 1: Meeting Procedures - The notice for the shareholders' meeting was announced 20 days prior to the meeting, detailing the time, location, method, agenda, and registration process [2]. - The meeting took place on May 20, 2025, at the company's conference room in Shenzhen, with both on-site and online voting options available [3]. Group 2: Attendance and Qualifications - The meeting was convened by the company's board of directors, and the qualifications of the convener were found to be valid under the Company Law and the company's articles of association [4]. - A total of 23 shareholders and their proxies attended the meeting, representing 52,059,135 shares, which accounted for 99.9990% of the total voting shares [4][5]. Group 3: Voting Process and Results - The meeting utilized a combination of on-site and online voting, with results verified by Shanghai Stock Exchange's information network [5]. - The voting results showed overwhelming support for the resolutions, with the majority of votes in favor exceeding 99.9% for most proposals, including the approval of restricted stock plans [9][10].

一、 会议召开和出席情况 （一） 股东会召开的时间：2025 年 5 月 20 日 （二） 股东会召开的地点：深圳市南山区创业路 1777 号海信南方大厦 19 楼 1 号会议室 证券代码：688793 证券简称：倍轻松 公告编号：2025-035 深圳市倍轻松科技股份有限公司 2024年年度股东会决议公告 本公司董事会及全体董事保证公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： 本次会议是否有被否决议案：无 （三） 出席会议的普通股股东、特别表决权股东、恢复表决权的优先股股东及 其持有表决权数量的情况： （四） 出席会议的普通股股东、特别表决权股东、恢复表决权的优先股股东及 其持有表决权数量的情况： | 1、出席会议的股东和代理人人数 | 23 | | --- | --- | | 普通股股东人数 | 23 | | 2、出席会议的股东所持有的表决权数量 | 52,059,135 | | 普通股股东所持有表决权数量 | 52,059,135 | | 3、出席会议的股东所持有表决权数量占公司表决权数量的比 | 61.8690 | | 例（ ...