佳云科技（300242）(300242.SZ)公告，公司全资子公司深圳市佳云万合传媒有限公司(简称"深圳万合") 与北京钰卓信息技术有限公司(简称"北京钰卓")于2025年9月12日签署了《股权转让协议》，深圳万合 以114万元受让北京钰卓持有的北京佳云万合科技有限公司(简称"北京万合")40%股权。股权转让完成 后，深圳万合将持有北京万合100%股权。 该收购事项旨在进一步落实公司发展战略和产业布局方案，提升资源整合与业务协同效率，加强公司对 主营业务互联网广告营销重要子公司的控股权。 ...

Core Viewpoint - The company announced that its wholly-owned subsidiary, Shenzhen Wanhui, has acquired a 40% stake in Beijing Wanhui from Beijing Yuzhu for 1.14 million RMB, resulting in Shenzhen Wanhui holding 100% of Beijing Wanhui's equity, aimed at enhancing resource integration and business synergy, and strengthening control over its key subsidiary in internet advertising marketing [1] Group 1 - The acquisition amount is 1.14 million RMB [1] - After the transaction, Shenzhen Wanhui will own 100% of Beijing Wanhui [1] - The consolidation scope of the company's financial statements remains unchanged [1] Group 2 - The purpose of the acquisition is to improve resource integration and business collaboration [1] - The company aims to strengthen its control over a significant subsidiary in the internet advertising marketing sector [1]

证券代码：300242 证券简称：佳云科技 公告编号：2025-073 广东佳云科技股份有限公司 第六届董事会第二十一次会议决议公告 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。 一、会议召开情况 1、审议通过了《关于聘任公司董事会秘书的议案》 为保障公司董事会的正常运转，根据《公司法》及《公司章程》等有关规定， 经公司董事长提名、董事会提名委员会任职资格审查通过，董事会同意聘任覃荔 荔女士为公司董事会秘书，任期自本次董事会审议通过之日起至第六届董事会任 期届满之日止。公司董事王法励先生不再代行董事会秘书职责。 本议案已经公司董事会提名委员会审议通过。 具体内容详见同日披露于巨潮资讯网（www.cninfo.com.cn）上的相关公告。 表决结果：赞成 7 票；反对 0 票；弃权 0 票。 1 三、备查文件 1、第六届董事会第二十一次会议决议； 2、第六届董事会提名委员会第八次会议。 广东佳云科技股份有限公司（以下简称"公司"）第六届董事会第二十一次 会议于 2025 年 9 月 12 日上午在深圳市罗湖区笋岗街道梨园路 6 号物资置地大厦 9 楼 06-0 ...

3、根据《深圳证券交易所创业板股票上市规则》《公司章程》的相关规定， 本次交易事项在公司总经理审批权限范围内，无需提交公司董事会及股东会审议 批准。 证券代码：300242 证券简称：佳云科技 公告编号：2025-075 广东佳云科技股份有限公司 关于全资子公司收购控股孙公司少数股权的公告 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。 一、 交易概述 1、广东佳云科技股份有限公司（以下简称"公司"）的全资子公司深圳市 佳云万合传媒有限公司（以下简称"深圳万合"）与北京钰卓信息技术有限公司 （以下简称"北京钰卓"）于 2025 年 9 月 12 日签署了《股权转让协议》，深圳 万合以 1,140,000 元人民币价款受让北京钰卓持有的北京佳云万合科技有限公司 （以下简称"北京万合"）40%股权。本次股权转让完成后，深圳万合将持有北京 万合 100%股权，公司合并报表范围未发生变化。 2、本次交易不构成关联交易，亦不构成《上市公司重大资产重组管理办法》 规定的重大资产重组。 二、 交易对手方的基本情况 1、北京钰卓信息技术有限公司 企业性质：有限责任公司 注册地 ...

证券代码：300242 证券简称：佳云科技 公告编号：2025-074 广东佳云科技股份有限公司 关于聘任公司董事会秘书的公告 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。 广东佳云科技股份有限公司（以下简称"公司"）于 2025 年 9 月 12 日召开 第六届董事会第二十一次会议，审议通过了《关于聘任公司董事会秘书的议案》。 根据《中华人民共和国公司法》（以下简称"《公司法》"）《深圳证券交易所上市 公司自律监管指引第 2 号——创业板上市公司规范运作》（以下简称"《规范运 作》"）《公司章程》等有关规定，经公司董事长提名、董事会提名委员会任职资 格审查通过，公司董事会同意聘任覃荔荔女士（简历见附件）为公司董事会秘书， 任期自董事会审议通过之日起至第六届董事会任期届满之日止。公司董事王法励 先生不再代行董事会秘书职责。 电子信箱：jykj@kaisacloud.com； 覃荔荔女士已取得深圳证券交易所颁发的《上市公司董事会秘书培训证明》， 熟悉履职相关的法律法规，具备所聘岗位的职责要求和履职能力，其任职资格符 合《公司法》《规范运作》《公司章程》等相关规 ...

Market Overview - The advertising and marketing sector experienced a decline of 2.38% on September 3, with the leading company, Sai Group, contributing significantly to this drop [1] - The Shanghai Composite Index closed at 3813.56, down 1.16%, while the Shenzhen Component Index closed at 12472.0, down 0.65% [1] Individual Stock Performance - Notable declines in individual stocks include: - Yinhai Group (300781) down 6.05% to 41.78 - Zhidu Co. (000676) down 6.01% to 10.79 - Xinhua Du (002264) down 4.73% to 7.25 - Yuanlong Yatu (002878) down 4.32% to 18.61 - Jiayun Technology (300242) down 4.28% to 4.25 [1] Capital Flow Analysis - The advertising and marketing sector saw a net outflow of 810 million yuan from institutional investors, while retail investors contributed a net inflow of 694 million yuan [3] - Key capital flow details include: - Major net inflows were observed in stocks like 兆讯传媒 (301102) with a net inflow of 678.32 million yuan from retail investors [3] - Conversely, stocks like 天地在线 (002995) experienced a net outflow of 514.51 million yuan from institutional investors [3]

Core Viewpoint - Jiyun Technology (300242) reported a significant increase in revenue for the first half of 2025, with total operating income reaching 1.13 billion yuan, a year-on-year increase of 109.3%, while the net profit attributable to shareholders narrowed to a loss of 29.42 million yuan, an improvement of 7.13% compared to the previous year [1] Financial Performance - Total operating revenue for the first half of 2025 was 1.13 billion yuan, up 109.3% from 547 million yuan in the same period of 2024 [1] - The net profit attributable to shareholders was a loss of 29.42 million yuan, improving by 7.13% from a loss of 31.68 million yuan in 2024 [1] - The gross profit margin decreased to 4.61%, down 49.84% year-on-year from 9.18% [1] - The net profit margin improved to -2.73%, a 66.84% increase from -8.22% in the previous year [1] - Total expenses (selling, administrative, and financial) amounted to 85.52 million yuan, accounting for 7.57% of revenue, a decrease of 52.67% year-on-year [1] Cash Flow and Assets - Cash flow per share was -0.05 yuan, an increase of 78.79% from -0.24 yuan in the previous year [1] - The company reported a decrease in cash and cash equivalents to 66.08 million yuan, down 9.88% from 73.32 million yuan [1] - Accounts receivable decreased to 106 million yuan, down 38.68% from 172 million yuan [1] - Interest-bearing debt was reduced to 7.09 million yuan, a decrease of 45.65% from 13.04 million yuan [1] Business Model and Market Position - The company relies heavily on marketing-driven performance, indicating a need for careful analysis of the underlying drivers of this approach [3] - The beauty and skincare segment showed promising growth, with revenue reaching 98.93 million yuan in 2024, a year-on-year increase of 35.70% [4] - The company has established a presence in over ten provinces with a total of 120 self-operated, joint venture, and franchise stores, accumulating 195,000 members [4] Product Offering - The "Qiran" brand offers 94 product SKUs across eight major product lines, including hydrating, whitening, anti-aging, and acne treatment products [4][5] - The company utilizes both online and offline sales channels, with online sales through platforms like Tmall and Douyin, and offline sales through direct brand stores [5]

Group 1 - The company, Jiayun Technology, reported a revenue of approximately 1.13 billion yuan for the first half of 2025, representing a year-on-year increase of 109.3% [1] - The net profit attributable to shareholders was a loss of approximately 29.42 million yuan, with a basic earnings per share loss of 0.0464 yuan [1] - In the same period of 2024, the company reported a revenue of approximately 540 million yuan and a net profit loss of about 31.68 million yuan, with a basic earnings per share loss of 0.0499 yuan [1]

Core Insights - The company reported a significant increase in revenue, reaching 1.13 billion yuan, which represents a year-on-year growth of 109.30% [1] - The net profit attributable to shareholders was a loss of 29.42 million yuan, showing a reduction in losses by 7.13% compared to the previous year [1] - Revenue from the beauty and skincare segment amounted to 51.90 million yuan, reflecting a year-on-year growth of 6.65% [1]

广东佳云科技股份有限公司 第一章 总则 第一条 为加强广东佳云科技股份有限公司（以下简称"公司"或"本公司"） 董事、高级管理人员所持本公司股份及其变动的管理，维护证券市场秩序，根据《中 华人民共和国公司法》（以下简称"《公司法》"）、《中华人民共和国证券法》 （以下简称"《证券法》"）、《深圳证券交易所创业板股票上市规则》《上市公司 董事和高级管理人员所持本公司股份及其变动管理规则》《深圳证券交易所上市公司 自律监管指引第 10 号——股份变动管理》《深圳证券交易所上市公司自律监管指引 第 18 号——股东及董事、高级管理人员减持股份》《深圳证券交易所上市公司自律 监管指引第 2 号——创业板上市公司规范运作》等有关法律、法规、规章、规范性文件 及《广东佳云科技股份有限公司章程》（以下简称"《公司章程》"）等的有关规 定，结合公司实际情况，制定本制度。 第二条 本制度适用于公司董事、高级管理人员，其所持本公司股份是指登记 在其名下和利用他人账户持有的所有本公司股份。公司董事和高级管理人员从事融 资融券交易的，其所持本公司股份还包括记载在其信用账户内的本公司股份。公司 董事、高级管理人员应当遵守《公司法》《证 ...