Group 1 - The core point of the article is that Jiayun Technology announced a share transfer agreement where its subsidiary Shenzhen Jiayun Wanhui Media Co., Ltd. acquired a 40% stake in Beijing Jiayun Wanhui Technology Co., Ltd. for 1.14 million RMB, resulting in Shenzhen Wanhui holding 100% of Beijing Wanhui after the transfer [1] - As of the first half of 2025, Jiayun Technology's revenue composition shows that mobile internet business accounts for 94.9% while other businesses account for 5.1% [1] - Jiayun Technology's market capitalization is reported to be 2.8 billion RMB [1]

Core Viewpoint - The company Jiyun Technology (300242.SZ) announced a share transfer agreement involving its wholly-owned subsidiary Shenzhen Jiyun Wanhui Media Co., Ltd. and Beijing Yuzhuo Information Technology Co., Ltd. [1] Group 1 - Shenzhen Wanhui will acquire a 40% stake in Beijing Jiyun Wanhui Technology Co., Ltd. for a price of 1,140,000 RMB [1] - After the completion of this share transfer, Shenzhen Wanhui will hold 100% of the equity in Beijing Wanhui, with no changes to the company's consolidated financial statements [1]

Core Viewpoint - The acquisition of a 40% stake in Beijing Wanhe by Shenzhen Wanhe is aimed at enhancing the company's strategic development and resource integration in the internet advertising marketing sector [1] Group 1 - Shenzhen Wanhe, a wholly-owned subsidiary of Jiayun Technology, signed a share transfer agreement with Beijing Yuzhuo on September 12, 2025 [1] - Shenzhen Wanhe will acquire the 40% stake in Beijing Wanhe for 1.14 million yuan, resulting in Shenzhen Wanhe holding 100% of Beijing Wanhe after the completion of the transfer [1] - This acquisition is intended to strengthen the company's control over its key subsidiary in the internet advertising marketing business [1]

Core Viewpoint - The acquisition of a 40% stake in Beijing Jiayun Wanhe Technology Co., Ltd. by Shenzhen Jiayun Wanhe Media Co., Ltd. aims to enhance the company's strategic development and industry layout, improving resource integration and business synergy efficiency [1] Group 1 - Shenzhen Jiayun Wanhe Media Co., Ltd. signed a share transfer agreement with Beijing Yuzhuo Information Technology Co., Ltd. on September 12, 2025 [1] - The acquisition involves Shenzhen Jiayun Wanhe acquiring the 40% stake in Beijing Jiayun Wanhe Technology Co., Ltd. for 1.14 million yuan [1] - Following the completion of the acquisition, Shenzhen Jiayun Wanhe will hold 100% of the shares in Beijing Jiayun Wanhe Technology Co., Ltd. [1]

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]