华凯易佰科技股份有限公司 关于持股5%以上股东及其一致行动人 持股比例变动触及1%整数倍的公告 股东周新华先生及其一致行动人罗晔女士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。 华凯易佰科技股份有限公司（以下简称"公司"）于 2025 年 12 月 3 日披露了 《关于持股 5%以上股东及其他股东减持公司股份计划的预披露公告》（公告编 号：2025-101），持股 5%以上股东周新华先生计划在 2025 年 12 月 25 日至 2026 年 3 月 24 日期间，以集中竞价方式及/或大宗交易方式减持公司股份合计不超过 11,763,797 股。 公司近日收到持股 5%以上股东周新华先生出具的《股份减持进展告知函》， 周新华先生于 2025 年 12 月 26 日至 2025 年 12 月 31 日期间通过深圳证券交易所 集中竞价交易减持公司股份 189,000 股，减持股份数量占目前公司总股本的比例 为 0.05%。本次权益变动后，周新华先生直接持有公司股份 35,550,858 股，占公 司总股本的比 ...

Core Viewpoint - The internet e-commerce sector experienced a decline of 0.56% on December 29, with Huakai Yibai leading the drop. The Shanghai Composite Index closed at 3965.28, up 0.04%, while the Shenzhen Component Index closed at 13537.1, down 0.49% [1]. Group 1: Stock Performance - The following stocks in the internet e-commerce sector showed notable performance: - Kuaijingtong (002640) closed at 4.69, up 1.96% with a trading volume of 1.7567 million shares and a transaction value of 8.23 billion [1]. - Lianghui Co., Ltd. (300464) closed at 6.52, up 1.56% with a trading volume of 138,600 shares and a transaction value of 89.7193 million [1]. - Xinxunda (300518) closed at 18.09, up 1.12% with a trading volume of 149,200 shares and a transaction value of 264 million [1]. - Huakai Yibai (300592) closed at 10.45, down 2.15% with a trading volume of 102,600 shares and a transaction value of 108 million [2]. Group 2: Capital Flow - The internet e-commerce sector saw a net outflow of 114 million from main funds, while retail investors experienced a net inflow of 81.33 million [2]. - The following stocks had significant capital flow: - Ruoyuchen (003010) had a main fund net inflow of 11.45 million, while retail investors had a net outflow of 9.14 million [3]. - Xinxunda (300518) had a main fund net inflow of 5.83 million, with retail investors experiencing a net outflow of 17.84 million [3]. - Kuaijingtong (002640) had a main fund net inflow of 4.92 million, while retail investors had a net outflow of 17.13 million [3].

Core Insights - The forum "Intelligent Manufacturing Going Abroad: New Cross-Border Trends" highlighted the unique advantages of TikTok in brand marketing and sales conversion, differentiating it from traditional e-commerce platforms [2] - The importance of self-produced content was emphasized as a means to reduce costs and enhance marketing effectiveness, particularly in the context of TikTok and similar platforms [3] Group 1: TikTok's Unique Position - TikTok is positioned as a platform that integrates brand marketing and sales, allowing for direct conversion of GMV through influencer promotions, unlike traditional e-commerce which requires additional advertising [2] - Influencer marketing on TikTok can lead to significant GMV growth, as users can purchase products directly through influencer links [2] Group 2: Importance of Self-Produced Content - Self-produced content is crucial for reducing sample costs and minimizing influencer commission expenses, which can enhance overall profitability [3] - The creation of effective self-produced content involves analyzing successful influencer videos and competitor content, as well as leveraging AI to improve efficiency and address specific marketing challenges [3] Group 3: Cost Management Strategies - For launching new products on TikTok, sending 100 to 1,000 samples is considered reasonable, with the cost for 1,000 samples estimated at approximately $20,000 [3] - AI tools can be utilized to generate video content efficiently, but it is important to limit AI-generated content to avoid platform restrictions, suggesting a maximum of 20% AI content in videos [3]

Summary of Key Points Core Viewpoint - Huakai Yibai (300592.SZ) has completed its share repurchase plan, acquiring a total of 2.7373 million shares, which represents 0.68% of the company's total equity, with a total expenditure of approximately 29.993884 million yuan [1] Group 1: Share Repurchase Details - The company repurchased shares through a dedicated repurchase account using a centralized bidding method [1] - The highest transaction price during the repurchase was 11.06 yuan per share, while the lowest was 10.85 yuan per share [1] - The actual repurchase period was from December 18, 2025, to December 24, 2025 [1]

证券代码：300592 证券简称： 华凯易佰 公告编号：2025-107 华凯易佰科技股份有限公司 关于股份回购实施结果暨股份变动的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误 导性陈述或重大遗漏。 华凯易佰科技股份有限公司（以下简称"公司"）于 2025 年 12 月 17 日召开 了第四届董事会第十四次会议，审议通过了《关于回购公司部分股份方案的议案》， 同意公司以集中竞价交易方式回购部分公司发行的人民币普通股（A 股）股票， 并依法用于股权激励及/或员工持股计划（以下简称"本次回购"）。本次回购的 资金总额不低于人民币 1,500 万元且不超过人民币 3,000 万元（均含本数），回 购价格不超过人民币 17.35 元/股。本次回购股份的实施期限为自董事会审议通过 本次回购股份方案之日起 12 个月内。具体内容详见公司在巨潮资讯网 （www.cninfo.com.cn）披露的《关于回购公司股份方案的公告暨回购股份报告书》 （公告编号：2025-104）。 根据《上市公司股份回购规则》《深圳证券交易所上市公司自律监管指引第 9 号—回购股份》等有关规定，回购期限届满或者 ...

Core Viewpoint - Huakai Yibai (300592) is committed to monitoring national strategic deployments and regional economic development trends, indicating a proactive approach to align with future strategic planning and regulatory compliance in information disclosure [1] Group 1 - The company actively engages with investors through interactive platforms, demonstrating transparency and responsiveness to stakeholder inquiries [1] - Future strategic planning will be aligned with national policies and regional economic developments, suggesting potential growth opportunities [1]

Investment Rating - The report assigns an "Accumulate" rating for the industry [4]. Core Insights - The report highlights investment opportunities in the travel industry chain, gold and jewelry, and AI+ sectors [2]. - The upcoming New Year holiday is expected to boost travel and consumption, with specific recommendations for various companies in the travel and hospitality sectors [3][4]. - The retail sector showed a 6.58% increase last week, with the consumer services sector up 4.40%, ranking first and second among 30 industries [3]. Industry Summary - **Travel and Hospitality**: - Recommendations include Ctrip Group and Tongcheng Travel for OTA, Huazhu Group-S, Jinjiang Hotels, and Shoulv Hotels for hotels, and Changbai Mountain for scenic spots [3][4]. - **Gold and Jewelry**: - Recommended stocks include Lao Pu Gold, Caibai Shares, Luk Fook Holdings, Chow Tai Fook, and Chao Hong Ji, with a focus on Emperor Jewelry [3][4]. - **Dividend Stocks**: - Recommended stocks include Sumida, Action Education, and Chongqing Department Store [3]. - **AI+ Sector**: - Recommended stocks include Conant Optical, Chalk, Tianli International Holdings, and Core International, with a focus on Kevin Education and Dou Shen Education [3]. - **Stock Price Movements**: - Notable stock price increases include Hongqi Chain (+22.79%), Jiajiayue (+15.76%), Yonghui Supermarket (+15.20%), and Tianhong Shares (+13.85%) [3]. - **Key Industry Updates**: - Hainan Free Trade Port officially launched its island-wide customs closure operation, achieving sales of over 250 million yuan on the first day, a year-on-year increase of 90% [3]. - McDonald's China announced a price increase of 0.5 to 1 yuan for some menu items [3]. - Luckin Coffee and Dazhong Capital are evaluating the acquisition of Blue Bottle Coffee from Nestlé to enhance brand image and enter the high-end coffee market [3]. - **Retail Sector Data**: - November retail sales data showed a year-on-year increase of 1.3%, with a slowdown attributed to the early "Double Eleven" promotions [3]. - New store openings include JD's discount supermarket in Beijing and Meituan's Xiaoxiang Supermarket, with significant first-day revenues reported [3].

Group 1 - The 2025 Bay Area Cross-Border New Power Brand Summit held on June 26 in Shenzhen attracted over 1,000 exhibitors and industry elites, marking a significant event in the cross-border e-commerce sector for the first half of the year [2] - The upcoming Bay Area Cross-Border Outbound Forum on December 25 will focus on "Intelligent Manufacturing Going Abroad, Cross-Border Towards New," featuring top guests and industry leaders discussing strategies and practical methods for going global [2] - The forum will include unique segments such as a private yacht networking event, aimed at creating a dual feast of ideas and resources for cross-border professionals [2] Group 2 - The forum will feature over ten leading figures in the cross-border outbound field, covering key areas such as brand expansion, supply chain, platform operations, and marketing, sharing frontline practical experiences [3] - Notable speakers include Bao Xiao from Hailan Home, who will discuss the strategic layout and experiences of traditional apparel brands going global, and Li Yifan from Heybike, who will reveal secrets to rapidly capturing overseas markets in the electric bicycle sector [4][5] - Wang Xuan from HOVERAir will analyze the product innovation and market adaptation logic for tech products going abroad, showcasing the evolution of consumer drones [6] Group 3 - The forum will address practical methods for brand operation from scratch, with speakers like "Little Prince" from Huakai Yibai sharing content marketing strategies, and Wang Mengshan discussing the underlying logic of creating explosive products [7] - Ouyang Zhijun from Langhua Group will present solutions for empowering industry outbound through supply chain finance, highlighting the group's projected revenue of 320 billion yuan and import-export volume exceeding 920 billion yuan by July 2025 [8] Group 4 - The forum will also feature a roundtable discussion with industry experts on trends, challenges, and opportunities in cross-border outbound for 2026, fostering deep discussions among participants [9] - The establishment of the Cross-Border Outbound Alliance aims to integrate resources and professional research to continuously empower the high-quality development of the cross-border industry [10] - The agenda includes various segments such as keynote speeches, the launch of the Cross-Border Outbound Alliance, and a networking session, addressing core topics like brand strategy, supply chain empowerment, and content marketing [10]

Core Viewpoint - Huakai Yibai Technology Co., Ltd. has successfully completed its first share buyback, demonstrating confidence in its long-term development and aiming to enhance employee engagement through stock incentives [1][4]. Group 1: Buyback Announcement - On December 19, 2025, Huakai Yibai announced its first share buyback, completing the purchase of 1.2436 million shares, which represents 0.31% of the total share capital, with a total expenditure of 13.5926 million yuan (excluding transaction fees) [1][3]. - The buyback plan was approved during the fourth board meeting on December 17, 2025, with a budget of 15 million to 30 million yuan and a maximum buyback price of 17.35 yuan per share, to be executed within 12 months [2]. Group 2: Buyback Details - The first buyback operation took place on December 18, 2025, with the highest transaction price at 11.00 yuan per share and the lowest at 10.85 yuan per share, utilizing 13.5926 million yuan, which is 90.62% of the lower limit of the buyback plan [3]. - The buyback is intended for employee stock incentives and/or employee shareholding plans, aligning the interests of the core team with the company's long-term goals [4]. Group 3: Compliance and Future Plans - The buyback process adhered to the established plan and complied with relevant regulations, ensuring that the trading activities did not violate any price limits or trading rules [4]. - Huakai Yibai plans to continue the buyback within the 12-month period based on market conditions and will fulfill its information disclosure obligations as required [4].

Group 1 - The company Huakai Yibai announced a share buyback plan to be executed using its own and/or self-raised funds for employee stock incentive and/or employee shareholding plans [1] - The top ten unrestricted shareholders as of December 16, 2025, hold approximately 167 million shares, accounting for 41.18% of the total shares [1] - The largest shareholder is Siyang Mangliduo Enterprise Management Partnership, holding about 41.91 million shares, which is 10.37% of the total [1] Group 2 - For the first half of 2025, Huakai Yibai's revenue composition shows that cross-border export e-commerce accounts for 92.16%, while cross-border e-commerce comprehensive services account for 7.71% [2] - Other business segments contribute only 0.18%, and space environment art design has a negative contribution of -0.06% [2] - The company's market capitalization is currently 4.4 billion yuan [3]