Core Viewpoint - The company Beilighting (688793.SH) confirmed that it currently has no collaboration with Xiaomi [2] Company Summary - Beilighting responded to an investor inquiry on October 16, stating there is no partnership with Xiaomi at this time [2]

Core Viewpoint - The company is currently engaging in diverse collaboration models with various electric vehicle manufacturers, focusing on the development of massage products for automotive applications [1] Group 1: Collaboration Models - The primary collaboration model is centered around the development of aftermarket premium massage products [1] - The company is also exploring the development of multifunctional massage products tailored for in-car scenarios [1] Group 2: Product Development - There is an emphasis on creating interconnected products based on existing hardware massage offerings [1] - The company plans to investigate health-oriented massage solutions for smart cockpit environments in the automotive pre-installation market [1]

Market Overview - The small home appliance sector increased by 0.44% on October 15, with BeiYikang leading the gains [1] - The Shanghai Composite Index closed at 3912.21, up 1.22%, while the Shenzhen Component Index closed at 13118.75, up 1.73% [1] Stock Performance - BeiYikang (code: 6610Z6) closed at 38.15, rising by 4.72% with a trading volume of 26,900 lots and a transaction value of 102 million yuan [1] - Other notable performers include: - Aishida (code: 002403) at 14.57, up 3.26% [1] - Ousheng Electric (code: 301187) at 26.48, up 2.20% [1] - Kaineng Health (code: 300272) at 6.56, up 2.18% [1] - Delma (code: 301332) at 9.88, up 1.96% [1] Capital Flow - The small home appliance sector experienced a net outflow of 115 million yuan from institutional investors, while retail investors saw a net inflow of 94.22 million yuan [2] - The capital flow for specific stocks includes: - Xinbao (code: 002705) with a net inflow of 12.21% from institutional investors [3] - Feike Electric (code: 603868) with a net inflow of 18.64% from retail investors [3] - Kaineng Health (code: 300272) with a net outflow of 1.35% from retail investors [3]

Core Viewpoint - The U.S. government, led by President Trump, announced a 100% tariff on all Chinese goods starting November 1, along with export controls on key software, which will accelerate the domestic software replacement process in China [2][3]. Group 1: U.S. Trade Measures - The U.S. will impose a 100% additional tariff on all Chinese imports and export controls on key software starting November 1 [2]. - The U.S. measures are seen as a strategic move to pressure China ahead of the APEC summit, with potential implications for negotiations [2][3]. Group 2: China's Response and Industry Impact - China's Ministry of Commerce has implemented export controls on various technologies, including chip production equipment and lithium batteries, which are crucial for modern industries [2][3]. - China is expected to dominate the rare earth industry by 2025, holding 49% of global reserves and 69% of production, making it a critical resource for the U.S. [2][3]. Group 3: Domestic Software Development - The export controls on key software will accelerate the domestic replacement process in China, particularly in the fields of EDA, CAD, CAE, MES, and PLM [3][4]. - The shift towards domestic software is seen as essential due to China's heavy reliance on imported industrial software [3][4]. Group 4: Industrial Digital Transformation - The announcement of using WPS format in government documents marks a significant milestone for domestic software, indicating a breakthrough in the software replacement strategy [4]. - "Lighthouse factories," which utilize advanced technologies for efficiency, are expected to be prioritized in national strategic development plans, driving demand for industrial software [4]. Group 5: Investment Opportunities - Companies in the EDA, industrial software, operating systems, databases, network security, and industry IT sectors are highlighted as potential investment opportunities due to the ongoing shift towards domestic solutions [4]. - Specific companies to watch include: - EDA: Huada Jiutian, Guangliwei, Gai Lun Electronics [4] - Industrial Software: Dingjie Zhizhi, Nengke Technology, Suochen Technology, Zhongwang Software, Zhongkong Technology [4] - Operating Systems: China Software, Ruantong Power, Runhe Software, Chengmai Technology [4] - Databases: Dameng Data, Taiji Co. [4] - Network Security: Deepin Technology, Qilin Security, Sanwei Security, Guotou Intelligent, Qimingxing Chen [4] - Industry IT: Keda Xunfei, Hehe Information, Hengsheng Electronics, Kingsoft Office, Foxit Software, Tuolisi, Tax Friend Shares, Caixun Shares, Dingdian Software, Jiuyuan Yinhai, Jiahe Meikang, Guanglian Da, Kingdee International, Yonyou Network, Fanwei Network, Yuxin Technology, Newland [4].

证券代码：688793 证券简称：倍轻松 公告编号：2025-069 深圳市倍轻松科技股份有限公司 关于 2025 年半年度报告的信息披露监管问询函的回 复公告 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。 深圳市倍轻松科技股份有限公司（以下简称"公司"或"倍轻松"）于近 日收到上海证券交易所科创板公司管理部向公司发送的《关于深圳市倍轻松科 技股份有限公司 2025 年半年度报告的信息披露监管问询函》(上证科创公函 【2025】0368 号)，以下简称（"问询函"）。公司收到问询函后高度重视，公 司就《问询函》关注的问题逐项进行认真核查，现就《问询函》相关问题回复 如下（注：本回复中若合计数与各分项数值相加之和在尾数上存在差异，均为 四舍五入所致）: 一、关于经营业绩 半年报显示，公司2025年上半年实现营业收入38,493.71万元，同比下降 36.22%；归母净利润-3,611.47万元， 扣非后归母净利润-3,701.19万元，同比 由盈转亏。 请公司：（1）区别销售模式、销售渠道和产品类型，结合市场竞争、公司经 营及 ...

Core Viewpoint - The company has a limited range of anime IP peripheral products, which may be suitable as surrounding products for the millet economy [1] Group 1 - An investor inquired whether the company's products are suitable as peripheral items for the millet economy [1] - The company responded that it currently offers a small number of anime IP peripheral products [1]

Core Viewpoint - The company, Beiliang (688793.SH), has not yet implemented blockchain technology in its business as of October 13, 2023, and will disclose any future plans in accordance with information disclosure regulations [1] Summary by Categories - **Company's Current Technology Use** - As of now, Beiliang has not utilized blockchain technology in its operations [1] - **Future Plans and Disclosure** - The company stated that if there are any plans to apply blockchain technology or related business layouts in the future, it will strictly adhere to information disclosure rules and announce them in a timely manner [1]

深圳市倍轻松科技股份有限公司 2025 年第四次临时股东会会议资料 证券代码：688793 证券简称：倍轻松 深圳市倍轻松科技股份有限公司 2025 年第四次临时股东会 会议资料 二零二五年十月 1 深圳市倍轻松科技股份有限公司 2025 年第四次临时股东会会议资料 深圳市倍轻松科技股份有限公司 深圳市倍轻松科技股份有限公司 2025 年第四次临时股东会会议须知 2025 年第四次临时股东会会议资料目录 一、2025 年第四次临时股东会会议须知 二、2025 年第四次临时股东会会议议程 三、2025 年第四次临时股东会会议议案 议案一：《关于公司未弥补亏损达到实收股本总额三分之一的议案》 议案二：《关于独立董事任期满六年辞任暨补选独立董事、董事会专门委员会委 员的议案》 2 深圳市倍轻松科技股份有限公司 2025 年第四次临时股东会会议资料 为维护广大投资者的合法权益，保障股东在本次股东会期间依法行使权利，根据《中 华人民共和国公司法》、《中华人民共和国证券法》、中国证券监督管理委员会《上市公 司股东会规则》以及《深圳市倍轻松科技股份有限公司章程》和《深圳市倍轻松科技股份 有限公司股东会议事规则》等有关规定， ...

Core Viewpoint - The small home appliance sector experienced a slight decline of 0.11% on October 10, with Stone Technology leading the drop. The Shanghai Composite Index closed at 3897.03, down 0.94%, while the Shenzhen Component Index closed at 13355.42, down 2.7% [1]. Small Home Appliance Sector Performance - The small home appliance sector saw mixed performance among individual stocks, with notable gainers including: - Biyi Co., Ltd. (603215) closed at 24.15, up 4.32% with a trading volume of 199,300 shares and a transaction value of 474 million yuan [1]. - Jizhi Technology (920926) closed at 19.52, up 3.44% with a trading volume of 32,100 shares and a transaction value of 63.17 million yuan [1]. - Beiyikang (6610Z6) closed at 35.54, up 2.19% with a trading volume of 13,200 shares and a transaction value of 46.74 million yuan [1]. - Conversely, Stone Technology (688169) led the decline, closing at 197.79, down 2.47% with a trading volume of 43,700 shares and a transaction value of 88.1 million yuan [3]. Capital Flow Analysis - The small home appliance sector experienced a net outflow of 146 million yuan from institutional investors, while retail investors saw a net inflow of 13.22 million yuan [3]. - Specific stock capital flows included: - Biyi Co., Ltd. had a net inflow of 20.41 million yuan from institutional investors, but a net outflow of 27.13 million yuan from retail investors [4]. - Dechang Co., Ltd. (605555) saw a net inflow of 7.70 million yuan from institutional investors, but a net outflow of 7.58 million yuan from retail investors [4]. - New Treasure Co., Ltd. (002705) had a net inflow of 2.34 million yuan from institutional investors, with a net outflow of 3.53 million yuan from retail investors [4].

Group 1 - The core viewpoint of the news is that Beilingsong's stock performance and financial metrics indicate a challenging period, with significant declines in revenue and net profit, while financing activities show a relatively high level of engagement [1][2][3] Group 2 - As of October 9, Beilingsong's stock price increased by 0.87%, with a trading volume of 17.03 million yuan, and a net financing purchase of 557,100 yuan [1] - The total financing and securities balance for Beilingsong reached 77.95 million yuan, accounting for 3.02% of its market capitalization, indicating a high level compared to the past year [1] - For the first half of 2025, Beilingsong reported a revenue of 385 million yuan, a year-on-year decrease of 36.22%, and a net profit attributable to shareholders of -36.11 million yuan, a decline of 238.19% [2] - The number of shareholders increased by 10.36% to 4,835, while the average circulating shares per person decreased by 9.39% to 17,775 shares [2] - Since its A-share listing, Beilingsong has distributed a total of 66.94 million yuan in dividends, with no dividends paid in the last three years [3]