Core Viewpoint - As of October 10, 2025, the total number of shareholders for the company is reported to be 13,562 [2] Summary by Relevant Sections - Shareholder Information - The company has a total of 13,562 shareholders as of the specified date [2]

Group 1 - The report highlights that national top-level policies are guiding the rapid development of six key areas in "AI+ applications" as outlined in the State Council's opinion released on August 26, 2025 [2][8] - The six key areas include "AI+" in scientific technology, industrial development, consumer quality enhancement, public welfare, governance capabilities, and global cooperation [2][8] - By 2027, it is expected that AI will be widely integrated into these six areas, with the application penetration rate of new intelligent terminals exceeding 70% [9] Group 2 - The report identifies 50 representative stocks across A-shares, Hong Kong stocks, and US-listed Chinese companies that are actively engaged in "AI+ applications" within the six key areas [3] - Key recommended stocks include: - Shuanghuan Transmission (002472.SZ) for AI+ industrialization and intelligent robotics - Orbbec (688322.SH) for AI+ hardware - Shengye (6069.HK) for AI+ supply chain finance [3] - Stocks to watch include: - Xindong Company (2400.HK) for AI+ gaming - Huazhu Gaoke (688433.SH) for AI+ intelligent manufacturing - Guodun Quantum (688027.SH) for AI+ quantum technology [3] Group 3 - The report elaborates on the "AI+" scientific technology direction, which includes accelerating scientific discovery processes, driving innovation in technology research and development models, and innovating social science research methods [12][17][24] - Specific companies mentioned in the "AI+" scientific technology sector include: - iFlytek (002230.SZ) focusing on AI core technology and applications in various fields [13] - Zhongke Shuguang (603019.SH) emphasizing AI-driven digital infrastructure [13] - BGI Genomics (688114.SH) integrating AI into life sciences [13] Group 4 - The "AI+" industrial development direction aims to cultivate new intelligent native models and promote the intelligent transformation of traditional industries [28] - Companies highlighted in this sector include: - Daotong Technology (688208.SH) for AI+ automotive diagnostics [30] - Dingjie Smart (300378.SZ) for AI+ manufacturing digitalization [30] - Huichan Co., Ltd. (688500.SH) for AI+ data intelligence [30] Group 5 - The "AI+" consumer quality enhancement direction focuses on expanding service consumption scenarios and improving the quality of life services [49] - Companies in this area include: - Xindong Company (2400.HK) for AI+ gaming [51] - Giant Network (002558.SZ) integrating AI into core gaming products [51] - Perfect World (002624.SZ) utilizing AI tools in game development [51]

Core Insights - The stock price of Core International increased by 2.03% on October 17, reaching 28.65 CNY per share, with a market capitalization of 5.639 billion CNY [1] - The company has seen a year-to-date stock price increase of 37.08%, but a decline of 6.56% over the past 20 days and 11.27% over the past 60 days [1] - Core International's main business involves technology-driven human resource solutions, with flexible employment accounting for 95.22% of revenue [1] Financial Performance - For the first half of 2025, Core International reported a revenue of 7.075 billion CNY, representing a year-on-year growth of 27.67%, and a net profit of 127 million CNY, up 46.96% [2] - Cumulative cash dividends since the A-share listing amount to 199 million CNY, with 70.259 million CNY distributed over the last three years [3] Shareholder Information - As of September 30, the number of shareholders increased by 2.57% to 13,400, while the average number of circulating shares per person decreased by 2.50% to 14,674 shares [2] - Notable institutional shareholders include Xingquan Commercial Model Mixed Fund A, which increased its holdings by 642,600 shares, and new shareholder Guangfa Electronic Information Media Stock A [3]

Core Viewpoint - The introduction of the K visa is expected to enhance the flow of international technology talent to China, particularly benefiting the company in sectors like AI and new energy [2]. Group 1: Company Performance - As of October 13, 2025, the stock price of Core International (300662) closed at 27.44 yuan, down by 2.35%, with a turnover rate of 2.48%, a trading volume of 48,700 shares, and a transaction value of 134 million yuan [1]. Group 2: Talent Acquisition and Policy Impact - The K visa will facilitate the entry of foreign youth technology talent into China, strengthening the country's competitive edge in global talent acquisition [2]. - The company aims to leverage the new opportunities presented by the K visa and related policies to enhance its talent matching services through a global service network and digital technology platform [2]. - The company is actively exploring the integration of new policy channels to improve service efficiency in attracting foreign core talent for state-owned enterprises and research institutions [2]. Group 3: Market Dynamics - On October 13, 2025, there was a net outflow of 12.64 million yuan from institutional investors, while retail investors saw a net inflow of 16.68 million yuan [2].

Core Insights - The stock price of Core International (科锐国际) closed at 28.1 yuan on October 10, 2025, down 1.54% with a turnover rate of 2.72% and a trading volume of 53,400 shares, amounting to a transaction value of 151 million yuan [1] Trading Information - On October 10, 2025, the net inflow of main funds was 1.3294 million yuan, while the net outflow of speculative funds was 25.6932 million yuan, and the net inflow of retail funds was 2.43638 million yuan [2][7] Shareholder Changes - Core International announced that its controlling shareholder, Horgos Taiyong Kanda Venture Capital Co., Ltd., reduced its holdings by a total of 1.144 million shares from July 26, 2025, to October 9, 2025, accounting for 0.5813% of the company's total share capital. During this period, the stock price fell by 19.26%, closing at 28.54 yuan on October 9, 2025 [3][7] Shareholder Count Changes - As of September 30, 2025, the number of shareholders of Core International was 13,376, an increase of 335 from September 20, 2025, representing a growth rate of 2.57%. The average number of shares held per account decreased from 15,100 shares to 14,700 shares, with an average market value of 419,600 yuan per account [4][6][7] Management Responses - The company’s management is focused on value creation and transmission, emphasizing the importance of core competitiveness through a "technology + platform + service" ecosystem. They have established a comprehensive market value management system and are committed to binding the interests of executives and core employees to the company's long-term value through a restricted stock incentive plan for 2023. Regular investor communication mechanisms are in place to guide market expectations [5]

Group 1 - The core viewpoint of the article highlights that 科锐国际 is enhancing its global talent service capabilities through the "K visa" policy, which promotes international technology talent mobility [1] - The company has established over 10 overseas branches in countries such as the UK, US, Germany, Netherlands, Switzerland, Australia, Malaysia, and Singapore, focusing on key sectors like new energy, intelligent manufacturing, and biomedicine [1] - The "K visa" policy is expected to strengthen the company's competitive edge in the international talent service market by improving the efficiency of talent matching services for both Chinese and foreign enterprises [1]

南财智讯10月10日电，科锐国际公告，霍尔果斯泰永康达创业投资有限公司作为公司控股股东，于2025 年6月18日披露了减持计划，计划减持不超过358.07万股，占公司总股本的1.82%，减持方式包括大宗交 易和集中竞价。截至2025年10月9日，泰永康达实际通过集中竞价方式减持196.49万股，占公司总股本 的0.9984%，减持均价为32.57元/股。减持后，泰永康达持股比例从30.4170%降至29.4186%，仍为公司 控股股东。 ...

格隆汇10月10日丨科锐国际(300662.SZ)公布，公司于近日接到泰永康达出具的《关于减持计划时间届 满暨减持股份结果的告知函》。上述减持期内泰永康达通过集中竞价方式减持公司股份1,964,874股，占 公司总股本的0.9984%，泰永康达的持股比例由30.4170%减少至29.4186%。 ...

证券代码：300662 证券简称：科锐国际 公告编号：2025-052 北京科锐国际人力资源股份有限公司 关于控股股东减持计划时间届满暨减持股份结果的公告 公司于近日接到泰永康达出具的《关于减持计划时间届满暨减持股份结果的 告知函》。上述减持期内泰永康达通过集中竞价方式减持公司股份 1,964,874 股， 占公司总股本的 0.9984%，泰永康达的持股比例由 30.4170%减少至 29.4186%。现 将有关情况公告如下： 一、本次股份减持计划实施情况 | 股东名称 | 减持方式 | 减持期间 | 减持均价 | 减持股数 | 减持比例（%） | | --- | --- | --- | --- | --- | --- | | | | | （元/股） | （股） | | | 泰永康达 | 集中竞价 | 2025 年 7 月 10 日 | 32.57 | 1,964,874 | 0.9984 | | | | -2025 年 10 月 9 日 | | | | | | | 合计 | 32.57 | 1,964,874 | 0.9984 | （一）股东减持股份情况 （二）股东本次减持计划前后持股情况 | | | | ...

Investment Rating - The report maintains a "Buy" rating for the recommended stocks in the consumer sector, indicating a positive outlook for their performance over the next 12 months [10][11][12][13][16][21][22]. Core Insights - The report highlights nine advantageous sectors within the consumer industry, including agriculture, retail, social services, automotive, textiles and apparel, light industry, food, home appliances, and pharmaceuticals, with specific stock recommendations for each sector [3][6]. - The recommended stocks are expected to benefit from various growth drivers, including market expansion, product innovation, and operational efficiency improvements [10][11][12][13][16][21][22]. Summary by Sector Agriculture - Recommended Stock: Muyuan Foods (牧原股份) - Expected net profits for 2025-2027 are projected at 227.9 billion, 413.8 billion, and 447.7 billion respectively, with corresponding PE ratios of 13, 7, and 6 [10][25]. Retail - Recommended Stock: Shangmei Co., Ltd. (上美股份) - Expected net profits for 2025-2027 are projected at 10.9 billion, 13.6 billion, and 16.4 billion respectively, with corresponding PE ratios of 33, 27, and 22 [11][25]. Social Services - Recommended Stock: Core International (科锐国际) - Expected net profits for 2025-2027 are projected at 2.95 billion, 3.68 billion, and 4.60 billion respectively, with corresponding PE ratios of 20, 16, and 13 [12][25]. Automotive - Recommended Stock: Xusheng Group (旭升集团) - Expected net profits for 2025-2027 are projected at 4.6 billion, 6.2 billion, and 7.7 billion respectively, with corresponding PE ratios of 39, 29, and 23 [13][25]. Textiles and Apparel - Recommended Stock: Bosideng (波司登) - Expected net profits for 2025-2027 are projected at 39.3 billion, 43.5 billion, and 47.5 billion respectively, with corresponding PE ratios of 12, 11, and 10 [16][25]. Light Industry - Recommended Stock: Pop Mart (泡泡玛特) - Expected net profits for 2025-2027 are projected at 2.35 billion, 8.38 billion, and 12.19 billion respectively, with corresponding PE ratios of 35.7, 31.6, and 21.9 [17][25]. Food - Recommended Stock: Qianhe Flavoring (千禾味业) - Expected net profits for 2025-2027 are projected at 0.50 billion, 0.42 billion, and 0.53 billion respectively, with corresponding PE ratios of 24.1, 26.9, and 21.4 [18][25]. Home Appliances - Recommended Stock: Roborock (石头科技) - Expected net profits for 2025-2027 are projected at 20.47 billion, 28.87 billion, and 34.24 billion respectively, with corresponding PE ratios of 26, 19, and 16 [21][25]. Pharmaceuticals - Recommended Stock: Junshi Biosciences (君实生物) - Expected net profits for 2025-2027 are projected at -1.30 billion, -0.91 billion, and -0.34 billion respectively, with a PE ratio of 66.3 for 2027 [22][25].