Market Overview - As of April 29, the Shanghai Composite Index closed at 3286.65 points, down by 1.76 points, with a decline of 0.05% [1] - The Shenzhen Component Index closed at 9849.80 points, down by 5.39 points, also a decline of 0.05% [1] - The ChiNext Index closed at 1931.94 points, down by 2.52 points, reflecting a decrease of 0.13% [1] Stock Performance - A total of 66 A-shares had a turnover rate exceeding 20% on this day, with C Zhongjie having a turnover rate of over 50%, indicating significant trading activity [1] - The top stocks by turnover rate included: - C Zhongjie (301560) with a closing price of 41.30 yuan and a turnover rate of 50.65%, increasing by 3.48% [1] - Hongqiang Co. (002809) with a closing price of 13.01 yuan and a turnover rate of 39.31%, rising by 9.97% [1] - Hongbaoli (002165) with a closing price of 12.70 yuan and a turnover rate of 38.87%, increasing by 5.39% [1] - Shaoyang Hydraulic (301079) with a closing price of 28.02 yuan and a turnover rate of 38.25%, up by 4.94% [1] - Hongjing Technology (301396) with a closing price of 81.78 yuan and a turnover rate of 36.97%, rising by 8.00% [1] Additional Notable Stocks - Other notable stocks with high turnover rates included: - Nanfang Road Machinery (603280) with a turnover rate of 36.56%, closing at 23.90 yuan, down by 6.60% [1] - Changhua Chemical (301518) with a turnover rate of 34.68%, closing at 20.60 yuan, down by 1.86% [1] - Fuheng New Materials (832469) with a turnover rate of 34.23%, closing at 16.80 yuan, increasing by 15.07% [1] - Xibang Intelligent (301112) with a turnover rate of 33.77%, closing at 29.87 yuan, up by 13.83% [1] - United Chemical (301209) with a turnover rate of 33.36%, closing at 98.00 yuan, increasing by 18.19% [1]

Core Viewpoint - The A-share market shows a slight decline with the Shanghai Composite Index closing at 3294.02 points, below the five-day moving average, indicating a market correction trend [1]. Group 1: Market Performance - The total trading volume of A-shares reached 7286.82 billion yuan today [1]. - The Shanghai Composite Index experienced a change of -0.03% [1]. Group 2: Stocks Exceeding Five-Day Moving Average - A total of 293 A-shares have surpassed the five-day moving average today [1]. - Notable stocks with significant deviation rates include: - Xinjin Power (300157) with a deviation rate of 13.12% and a daily increase of 19.92% [2]. - Yintu Network (835508) with a deviation rate of 10.41% and a daily increase of 13.08% [2]. - Lechuang Technology (430425) with a deviation rate of 7.81% and a daily increase of 11.04% [2]. - Other stocks with smaller deviation rates that just crossed the five-day moving average include: - InSai Group, Dongpeng Beverage, and Zhongke Magnetic [1].

Group 1 - The core point of the article highlights a significant surge in the stock price of Chuangyuan Co., which increased by over 10% [1] - Other companies in the cultural and creative IP sector, such as Gaole Co., Huali Technology, Baixinglong, and Jinghua Laser, also experienced stock price increases [1] - The news mentions that Pop Mart, listed on the Hong Kong stock exchange, saw its stock price rise over 10%, reaching a historical high and surpassing 190 HKD [1] Group 2 - Pop Mart achieved a notable ranking, reaching first place on the US App Store shopping chart and fourth on the overall chart [1]

证券代码：300703 证券简称：创源股份 宁波创源文化发展股份有限公司 投资者关系活动记录表 答: 公司于 2025 年年初已公告将依托子公司新加坡创源对 越南北部及东南亚的其他地区进行生产布局。目前完成 ODI 程 序，正动态评估国际政经环境波动的潜在影响。基于供应链韧性 升级需求，公司计划推进全球供应链重构，具体规划将结合实际 情况推进。 3.目前越南已有的产能在产能利用率方面是什么水平？未 来有进一步提升的弹性空间吗？ 答:越南生产基地 2024 年的营业收入为 3.34 亿元，目前尚 未触及饱和状态，有进一步的增长潜力。因此，我们正积极着手 在越南南部地区扩大产能。 4.关税加征后对公司各个业务，订单出货的情况影响如 何？和下游客户协商关税分摊的比例？ 答: 公司出口业务涵盖文教休闲、生活家居及运动健身 主 要为跨境电商业务）三大领域，其中文教休闲和生活家居主要针 对 B 端市场，运动健身类的跨境电商业务则直接触达 C 端消费 者。面对关税变动，公司业务影响尚难准确评估。尽管文教休闲 板块受冲击，但公司在东南亚的产能布局增强了成本控制和供 应链稳定性，客户订单部分转移至东南亚。 跨境电商业务得益于自 ...

创源股份 20250424 摘要 • 创元股份 2024 年营收同比增长 40%，净利润增长 218%，主要受益于文 创出口代工业务的稳步增长和健身器材跨境电商业务威特飞的快速扩张， 后者同比增长 138%，预计 2025 年继续保持翻倍增长。 • 公司业务主要分为文教休闲（营收占比大头，2024 年 12 亿元）、运动健 身（4.75 亿元）和生活家居（1.2 亿元）三大板块。文教休闲产能集中在 越南和安徽，生活家居在宁波，运动健身主要以外购为主，自有产能位于 安徽。 • 公司计划在越南北部和东南亚其他地区进行生产布局，但受国际形势影响， 需进一步观察局势发展。同时，公司计划重构全球供应链以优化生产端。 • 关税加征对公司影响难以准确判断，但公司已通过东南亚布局获得生产优 势，部分客户转向东南亚采购。跨境电商业务瑞特菲凭借自主定价权和品 牌影响力，受关税影响较小，有望继续成为亮点。 • 瑞特菲将采取分批次、分步骤的提价策略应对关税影响，凭借其品牌力和 市场影响力，有望保持竞争优势。一季度营收同比增长近 100%，未来计 划提升自主官网销售占比，并拓展线下体验店至德国、日本等地。 Q&A 创元股份在 2024 ...

Group 1 - The core viewpoint is that Chuangyuan Co., Ltd. (300703) has not raised prices in the first quarter of the cross-border e-commerce sector to address tariff risks, but plans to implement gradual price increases in small batches in the future [1]

Group 1: Company Operations and Production - The Vietnam factory, established in 2019, is projected to reach a production capacity of CNY 330 million by 2024, but has not yet achieved full capacity [3] - A new production base is planned in northern Vietnam for 2025, indicating a potential increase in capacity in Southeast Asia [3] - The company aims to enhance efficiency at the Vietnam base through technical personnel assignments and upgrades in mechanization and automation [6] Group 2: Intellectual Property (IP) Development - The company plans to continue collaboration on existing IP and develop new IP matrices, including national style and overseas IP, in 2025 [3] - A product research institute has been established to leverage over 20 years of R&D experience for developing proprietary products [3] Group 3: Sales and Distribution Channels - Domestic sales will utilize a combination of online and offline channels, with over 500 established offline outlets including boutique bookstores and chain stores [3] - The company directly engages with end customers, avoiding intermediaries to better gather feedback for product optimization [3] Group 4: Financial Performance - In Q1 2025, revenue growth was primarily driven by the cultural and recreational sector and the sports fitness sector, with the subsidiary Ruitfei's revenue nearly doubling [4] - The gross margin in the cultural and recreational sector has increased, contributing to overall rapid growth [4] Group 5: Cross-Border E-commerce - Ruitfei's cross-border e-commerce business has seen significant growth, with plans to expand into non-US markets, including Europe and Japan, where revenue is expected to double in 2024 compared to 2023 [5] - The company has not raised prices in Q1 2025 to counteract tariff risks but plans to implement gradual price increases [5] Group 6: Future Outlook and Investments - The company plans to maintain or increase R&D investments, emphasizing the importance of research capabilities for future growth [8] - A dividend of CNY 1.5 per 10 shares is planned for the 2024 fiscal year, with future distributions dependent on operational performance [8]

2025年4月22日，创源股份（300703）发布了2024年年报。报告显示，公司2024年实现营业总收入19.39 亿元，同比增长42.73%；归属净利润1.08亿元，同比增长40.65%；扣非净利润1.02亿元，同比增长 44.71%。这一业绩增长主要得益于公司在文教休闲、运动健身及生活家居三大业务领域的持续深耕， 尤其是越南生产基地的产能扩张，其营收较2023年增长74.28%，达到3.34亿元。 运动健身板块以子公司睿特菲为主营平台，通过亚马逊平台与自有官网双渠道深耕家用健身市场。睿特 菲聚焦RITFIT、KangarooHoppers等自主品牌建设，产品矩阵涵盖力量训练器材、儿童体操设备等居家 健身产品。2024年，睿特菲业务实现跨越式增长，营收增速达138.67%，彰显强劲发展动能。 公司通过部署飞书等协同工具优化内外部管理流程，构建敏捷化运营体系，并将OKR管理机制深度融 入战略解码与执行闭环，提升组织效能，为业务高速增长提供有力支撑。2025年，睿特菲将启动美国线 下体验店运营，开启"线上线下（300959）一体化"发展新阶段，进一步拓宽品牌全球化发展路径。 生活家居板块：禾源纺织，传统外贸与 ...

年报显示，在文教休闲板块，创源股份持续投入高占比研发资金，聚焦产品设计复杂、柔性生产要求高 的细分赛道，构建起"非标个性定制+敏捷迭代开发+柔性制造交付"的复合型竞争优势；在运动健身板 块，睿特菲通过亚马逊平台与自有官网双渠道深耕家用健身市场，2024年业务实现跨越式增长，营收增 速达138.67%；在生活家居板块，禾源纺织持续获得欧美、日本及南美等国际市场的广泛认可。 针对跨境电商业务，公司将重点提升自营官网销售占比，同步推进线下体验展厅投运，通过场景化产品 陈列强化品牌认知，构建"多平台引流+线下体验"的营销模式，打造跨境电商业务增长第二曲线。 申万宏源研究报告称，创源股份文教用品出口业务稳健发展，公司在研发设计、供应链管控、全球产能 布局方面具备优势，实现产品快速、准确更新迭代，实现高于行业的增速。在健身器材跨境电商方面， 公司旗下跨境电商睿特菲产品性价比较高，向消费者提供打包式的家庭健身房解决方案，SKU种类多 元，实现销售额快速提升；在IP文创业务方面，乘谷子经济之风，发力国内市场，叠加宁波文旅会展集 团的资源赋能，有望实现突破。 创源股份（300703）交出靓丽财报。4月21日晚间，公司同时公布2 ...

宁波创源文化发展股份有限公司 证券代码：300703 证券简称：创源股份 公告编号：2025-014 关于公司 2024 年度利润分配预案的公告 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。 一、审议程序 宁波创源文化发展股份有限公司（以下简称"公司"）于 2025 年 4 月 18 日召 开的第四届董事会第六次会议和第四届监事会第五次会议，审议通过了《关于公 司 2024 年度利润分配预案的议案》，本议案尚需提交公司 2024 年度股东大会审 议。 （一）董事会意见 公司董事会认为：公司综合考虑投资者的合理回报和公司的长远发展，在保 证正常经营业务发展的前提下拟定的 2024 年度利润分配预案符合公司实际情况， 符合《公司法》、《公司章程》的规定，同意将《关于公司 2024 年度利润分配预 案的议案》提交公司股东大会审议。 （二）监事会意见 公司监事会认为：公司 2024 年度利润分配预案与公司发展成长相匹配，符 合利润分配原则，符合《公司法》和《公司章程》的相关规定，体现了公司对投 资者的回报。2024 年度利润分配预案具备合法性、合规性及合理性，不存在 ...