根据深圳堂堂会计师事务所于 2025 年 5 月 7 日出具的《深圳市悦动天下科 技有限公司 2024 年度财务报表之审计报告》（堂堂审字[2025]029 号），同时，依 据深圳堂堂会计师事务所于 2025 年 6 月 12 日出具的《关于深圳市悦动天下科技 有限公司业绩承诺完成情况的鉴证报告》（堂堂专审字[2025]11 号），业绩承诺方 未完成 2024 年度的业绩承诺。依照《股权转让协议》，悦动天下公司未达到约 定的 2024 年度业绩承诺目标，由悦动天下公司实际控制人胡茂伟按（当年承诺 净利润-当年实现净利润）*25%计算应补偿金额，对公司进行现金补偿，并支付 应补偿金额 15%的违约金。具体内容详见《关于参股公司深圳市悦动天下科技有 限公司 2024 年度业绩承诺完成情况的公告》（公告编号：2025-049）。 根据《股权转让协议》相关约定，当业绩赔偿及违约责任触发时，悦动天下 实际控制人承担《股权转让协议》项下其应承担的全部违约责任和赔偿责任，应 证券代码：002858 证券简称：力盛体育 公告编号：2025-059 力盛云动（上海）体育科技股份有限公司 关于悦动天下完成 2024 年度业绩补偿 ...

证券之星消息，7月30日体育板块较上一交易日下跌0.37%，力盛体育领跌。当日上证指数报收于 3615.72，上涨0.17%。深证成指报收于11203.03，下跌0.77%。体育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) | | | --- | --- | --- | --- | --- | --- | --- | | 600136 | ST明诚 | 1.95 | 0.00% | 7.85万 | | 1529.78万 | | 600158 | 中体产业 | 9.27 | -0.32% | 56.07万 | | 5.20亿 | | 002858 | 力盛体育 | 13.83 | -1.28% | 8.56万 | | 1.18亿 | | 代码 | | | 名称 主力净流入（元） 主力净占比 游资净流入（元） 游资净占比 散户净流入（元） 散户净占比 | | | | | --- | --- | --- | --- | --- | --- | --- | | 600136 ST明诚 | 16.67万 | 1.09% | -38.87万 | -2.54% | 2 ...

Group 1 - The sports sector increased by 2.41% on July 29, with Zhongti Industry leading the gains [1] - The Shanghai Composite Index closed at 3609.71, up 0.33%, while the Shenzhen Component Index closed at 11289.41, up 0.64% [1] - Zhongti Industry's stock price rose by 4.26% to 9.30, with a trading volume of 750,200 shares and a transaction value of 686 million yuan [1] Group 2 - The net inflow of main funds in the sports sector was 35.42 million yuan, while retail funds experienced a net outflow of 7.67 million yuan [1] - Zhongti Industry saw a net inflow of 42.96 million yuan, but retail funds had a net outflow of 10.03 million yuan [1] - ST Mingcheng and Lisheng Sports experienced varying degrees of fund outflows, with ST Mingcheng seeing a net outflow of 1.45 million yuan from retail investors [1]

Group 1 - The core point of the announcement is that Yu Xingyu, a director of Lisheng Sports Technology Co., Ltd., has completed a share reduction plan, reducing his holdings by a total of 572,800 shares, which is 0.353% of the company's total share capital [1][4]. - The share reduction was executed through centralized bidding, with an average reduction price of 14.25 yuan per share during July 2025 [1][3]. - After the reduction, Yu Xingyu holds a total of 1,787,200 shares, representing 1.102% of the total share capital [2][3]. Group 2 - The total share capital of the company, after accounting for the reduction, is 163,919,838 shares, excluding shares in the repurchase special account [1][3]. - The reduction plan did not exceed the initially planned amount of 590,000 shares, and there were no violations of previously disclosed intentions or commitments [4]. - The share reduction is not expected to affect the company's control, governance structure, or ongoing operations [4].

力盛云动（上海）体育科技股份有限公司 关于公司董事减持计划期限届满的公告 证券代码：002858 证券简称：力盛体育 公告编号：2025-058 本公司董事余星宇先生保证向本公司提供的信息内容真实、准确、完整，没 有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 力盛云动（上海）体育科技股份有限公司（以下简称"公司"）于 2025 年 4 月 4 日披露了《关于公司董事减持股份预披露公告》（公告编号：2025-017）， 董事余星宇计划通过集中竞价交易或大宗交易方式减持其持有的公司股份，合计 减持数量不超过 590,000 股。 近日，公司收到董事余星宇出具的《公司股份减持计划实施进展暨期限届满 的告知函》，其已通过集中竞价交易方式合计减持公司股份 572,800 股，占公司 最新总股本的 0.353%（总股本已剔除回购专用证券账户中股份数量），其本次 股份减持计划期限已届满。根据相关规定，现将有关情况公告如下： 一、股东减持情况 | 股东姓名 | 减持方式 | | | 减持期间 | | 减持均价 （元/股） | 减持股数 （股） | 减持比例 （%） | ...

Group 1 - The core point of the news is the strong performance of Hainan Free Trade Port concept stocks, particularly Lisheng Sports, which saw its stock price increase by over 5% as of the report date [1] - The specific date for the official launch of Hainan Free Trade Port's closure is set for December 18, 2025, as approved by the Central Committee [1] - The closure will establish a customs supervision special area across Hainan Island, implementing a policy characterized by "freeing up the first line, controlling the second line, and allowing freedom within the island" [1] Group 2 - The proportion of "zero tariff" goods for "first line" imports will increase from 21% to 74%, allowing for tax-free circulation among beneficiaries within the island [1] - The project of Hainan International Circuit is progressing smoothly and has entered a substantial construction phase, with the track trial section expected to be completed in 2024 [2] - Lisheng Sports has invested 147 million yuan in the Hainan International Circuit project, which is anticipated to enhance the company's profits due to favorable climate conditions allowing for approximately 340 days of operation per year [2]

Investment Rating - The industry investment rating is "Positive" (maintained) [2] Core Views - The return of everyday dining and the rise of home-cooked meals are significant trends, with the market for casual dining exceeding 1.2 trillion RMB, emphasizing high cost-performance [5][58] - The creator economy, particularly in the music streaming sector, is experiencing stable growth, with platforms enhancing their bargaining power through non-music content [22][24] - The casual dining market is projected to grow at a compound annual growth rate (CAGR) of 9.1% from 2023 to 2028, reaching 55.87 billion RMB by 2028 [56][58] Summary by Sections 1. Trend in Casual Dining - The average spending on Chinese dining has decreased from 87.6 RMB in 2023 to 79.2 RMB in 2024, a decline of 9.6% [53][55] - The casual dining market is characterized by a shift towards high cost-performance and practicality, with a significant increase in home cooking frequency [53][56] - The market for affordable casual dining (under 100 RMB per meal) is the largest segment, accounting for 88.7% of the total dining market, with a current size of 36.18 billion RMB [56][58] 2. Creator Economy and Music Streaming - The global music streaming market is projected to reach over 20.4 billion USD in 2024, with a year-on-year growth of 7.3% [27][30] - Subscription users in the music streaming sector are expected to grow to 263 million in 2024, reflecting an increase of 11% year-on-year [30] - Spotify's market penetration in emerging markets is driving user growth, with a CAGR of 35% from 2021 to 2025 [26][30] 3. Trends in Toy and Creator Economy - The online sales of trendy toys in June 2025 reached 1.348 billion RMB, with a year-on-year growth of 16% [12][14] - The sales of blind boxes and plush toys showed strong performance, with blind boxes growing by 109% year-on-year [12][13] - The creator economy is bolstered by the growth of non-music content, enhancing platforms' bargaining power [22][24] 4. Beauty and Personal Care Market - The skincare market on Tmall has seen a concentration increase, with the top 20 brands accounting for 46.2% of the total GMV [66] - Domestic brands have seen a decline in both quantity and market share, while international brands have experienced double-digit growth [66][67]

Meeting Overview - The fifth supervisory board's tenth meeting of Lisheng Yundong (Shanghai) Sports Technology Co., Ltd. was held on July 8, 2025, combining on-site and remote voting methods [1] - All three supervisors attended the meeting, with two participating via remote voting [1] Meeting Resolutions - The supervisory board approved the provision of guarantees for a wholly-owned subsidiary, deeming it beneficial for daily operations and long-term business development, with financial risks considered controllable [1] - The decision-making process complied with relevant laws and regulations, ensuring no harm to the company or shareholders, particularly minority shareholders [1] Voting Results - The voting results for the guarantee provision were unanimous, with 3 votes in favor, 0 against, and 0 abstentions [2] - The supervisory board also approved the use of up to 150 million yuan of temporarily idle self-owned funds for cash management, aimed at purchasing low-risk, high-liquidity financial products to enhance fund efficiency and returns [2] - The voting results for the cash management decision were also unanimous, with 3 votes in favor, 0 against, and 0 abstentions [2]

证券代码：002858 证券简称：力盛体育 公告编号：2025-056 力盛云动（上海）体育科技股份有限公司 关于为全资子公司提供担保的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误导性 陈述或重大遗漏。 力盛云动（上海）体育科技股份有限公司（以下简称"公司"）于 2025 年 7 月 8 日召开第五届董事会第十三次会议和第五届监事会第十次会议审议通过了 《关于为全资子公司提供担保的议案》，具体情况公告如下： 一、 担保情况概述 为满足日常经营和业务发展资金需要，公司全资子公司上海赛赛赛车俱乐部 有限公司（以下简称"三赛俱乐部"）拟向厦门国际银行股份有限公司上海分行 （以下简称"厦门国际银行上海分行"）申请额度不超过人民币 600 万元的综合 授信。根据《综合授信额度合同》（以下简称"主合同"）的要求，公司拟为三 赛俱乐部在主合同中履行义务时承担连带担保责任，担保范围包括贷款本金及利 息等，担保总额预计不超过人民币 700 万元，担保期限自担保协议签署生效之日 起至主合同项下的债务履行期限届满之日起三年止。 4、法定代表人：夏南 5、注册资本：1,000 万元人民币 6、主营 ...

证券代码：002858 证券简称：力盛体育 公告编号：2025-055 力盛云动（上海）体育科技股份有限公司 关于使用部分闲置自有资金进行现金管理的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误导性 陈述或重大遗漏。 重要内容提示： 委托理财金额：预计单日最高自有资金现金管理余额不超过 15,000 万元（含 本数） 委托理财产品类型：安全性高、流动性好、风险较低的理财产品 委托理财期限：授权期限自公司第五届董事会第十三次会议审议通过之日起 12 个月内有效 公司将按照相关规定严格控制风险，使用暂时闲置的自有资金进行现金管理， 适时购买安全性高、流动性好、风险较低的理财产品。 （四）额度及期限 在确保公司正常生产经营的情况下，公司拟使用不超过 15,000 万元（含本 数）暂时闲置的自有资金进行现金管理，使用期限为自公司第五届董事会第十三 次会议审议通过之日起 12 个月内有效，上述额度资金可滚动使用，期限内任一 时点的交易金额（含前述投资的收益进行再投资的相关金额）不应超过投资额度。 本次额度生效后，公司第四届董事会第三十一次会议审议通过的闲置自有资金现 金管理额度将自动失 ...