证券代码：300785 证券简称：值得买 公告编号：2025-041 北京值得买科技股份有限公司 关于控股股东、实际控制人及其一致行动人减持股份变动触及 1%及 5% 的整数倍暨披露简式权益变动报告书的提示性公告 公司控股股东、实际控制人隋国栋及其一致行动人北京国脉创新投资管理中心 （有限合伙）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。 特别提示： 1、本次权益变动前，北京值得买科技股份有限公司（以下简称"公司"）控股 股东、实际控制人隋国栋先生及其一致行动人北京国脉创新投资管理中心（有限合 伙）（以下简称"国脉创新"）合计持有公司股份 57,189,740 股，占公司总股本的 43.00%。本次权益变动后，隋国栋先生及其一致行动人合计持有公司股份 79,542,059 股，占公司总股本的 40.00%。本次权益变动同时触及持股比例减少触及 1%和 5%的整数倍的情形。 2、本次权益变动不会导致公司控股股东和实际控制人及其一致行动人发生变化， 不会对公司的治理结构、股权结构及持续性经营产生重大影响。 3 ...

北京值得买科技股份有限公司 简式权益变动报告书 上市公司名称：北京值得买科技股份有限公司 股票上市地点：深圳证券交易所 通讯地址：北京市丰台区诺德中心二期 11 号楼 38 层 一致行动人：北京国脉创新投资管理中心（有限合伙） 住所：北京市丰台区恒富中街 2 号院 1 号楼 6 层 1-9 内 6273 通讯地址：北京市丰台区恒富中街 2 号院 1 号楼 6 层 1-9 内 6273 权益变动性质：持股数量减少 股票简称：值得买 股票代码：300785 信息披露义务人：隋国栋 住所：北京市海淀区大柳树路 2 号**** 签署日期：二〇二五年九月十二日 信息披露义务人声明 一、本简式权益变动报告书依据《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》）、《上市公司收 购管理办法》（以下简称《收购管理办法》）、《公开发行证券的公司信息披露 内容与格式准则第 15 号——权益变动报告书》（以下简称《准则 15 号》）及相 关法律、法规、规范性文件的有关规定编写。 二、信息披露义务人签署本报告已获得必要的授权和批准，其履行亦不违反 信息披露义务人内部规则中的任何条款，或与之 ...

Market Overview - On September 12, the digital media sector experienced a slight decline of 0.1%, with Mango Excellent Media leading the drop [1] - The Shanghai Composite Index closed at 3883.69, up 0.22%, while the Shenzhen Component Index closed at 12996.38, up 0.13% [1] Stock Performance - Notable gainers in the digital media sector included: - Zhi De Mai (300785) with a closing price of 40.39, up 5.02% [1] - ST Fan Li (600228) with a closing price of 4.92, up 3.80% [1] - Xinhua Net (603888) with a closing price of 20.43, up 1.59% [1] - Conversely, Mango Excellent Media (300413) saw a decline of 2.19%, closing at 29.42 [2] Capital Flow Analysis - The digital media sector saw a net inflow of 27.01 million yuan from institutional investors, while retail investors contributed a net inflow of 72.87 million yuan [2] - However, there was a significant net outflow of 99.87 million yuan from speculative funds [2] Individual Stock Capital Flow - Key stocks and their capital flow included: - People's Daily (603000) had a net inflow of 39.58 million yuan from institutional investors, but a net outflow of 25.56 million yuan from speculative funds [3] - Xinhua Net (603888) experienced a net inflow of 14.11 million yuan from institutional investors [3] - ST Fan Li (600228) had a net inflow of 13.85 million yuan from institutional investors [3]

Core Points - The stock of Zhidao Mai increased by 5.72% on September 12, reaching 40.66 CNY per share, with a trading volume of 515 million CNY and a turnover rate of 10.76%, resulting in a total market capitalization of 8.085 billion CNY [1] Company Overview - Beijing Zhidao Mai Technology Co., Ltd. was established on November 10, 2011, and went public on July 15, 2019. The company operates the content-based shopping guide platform "What is Worth Buying" (www.smzdm.com) and its corresponding mobile client, providing information promotion services and internet marketing platform services for e-commerce and brand merchants [1] - The revenue composition of the company's main business includes: information promotion revenue at 41.83%, internet marketing platform revenue at 28.38%, operational service fees at 27.62%, brand marketing revenue at 2.00%, and product sales revenue at 0.17% [1] Shareholder Information - Among the top ten circulating shareholders of Zhidao Mai, Huashang Fund has one fund that entered the top ten in the second quarter, holding 1.2781 million shares, accounting for 1.04% of the circulating shares. The estimated floating profit today is approximately 2.8118 million CNY [2] - The Huashang Advantage Industry Mixed A Fund (000390) was established on December 11, 2013, with a latest scale of 4.055 billion CNY. Year-to-date returns are 87.68%, ranking 122 out of 8174 in its category; one-year returns are 121.13%, ranking 237 out of 7981; and since inception returns are 1201.1% [2] - The fund manager, Zhang Mingxin, has a cumulative tenure of 193 days, with the current total asset scale of 4.24 billion CNY. The best fund return during his tenure is 68.84%, while the worst is -3.81% [2]

Market Performance - On September 11, the digital media sector rose by 1.16%, with "值得买" leading the gains [1] - The Shanghai Composite Index closed at 3875.31, up 1.65%, while the Shenzhen Component Index closed at 12979.89, up 3.36% [1] Stock Performance - "值得买" (300785) closed at 38.46, with a gain of 9.45% and a trading volume of 340,600 shares, amounting to a transaction value of 1.3 billion yuan [1] - Other notable stocks included "川网传媒" (300987) with a closing price of 18.90 and a gain of 2.05%, and "新华网" (603888) which closed at 20.11, up 1.46% [1] Capital Flow - The digital media sector saw a net inflow of 23.18 million yuan from institutional investors, while retail investors contributed a net inflow of 104 million yuan [2] - The sector experienced a net outflow of 127 million yuan from speculative funds [2] Individual Stock Capital Flow - "值得买" had a net inflow of 67.56 million yuan from institutional investors, while it faced a net outflow of 58.28 million yuan from speculative funds [3] - "新华网" experienced a net inflow of 9.66 million yuan from institutional investors, but a net outflow of 1.13 million yuan from speculative funds [3]

9月4日，值得买涨5.12%，截至发稿，报34.48元/股，成交2.35亿元，换手率5.68%，总市值68.57亿元。 资料显示，北京值得买科技股份有限公司位于北京市丰台区诺德中心二期11号楼37层-39层，成立日期 2011年11月10日，上市日期2019年7月15日，公司主营业务涉及运营内容类导购平台什么值得买网站 (www.smzdm.com)及相应的移动客户端,为电商、品牌商等提供信息推广服务、互联网效果营销平台服 务。主营业务收入构成为：互联网和相关服务行业100.00%。 从值得买十大流通股东角度 华商优势行业混合A（000390）成立日期2013年12月11日，最新规模40.55亿。今年以来收益78.41%， 同类排名156/8180；近一年收益104.36%，同类排名302/7978；成立以来收益1136.79%。 数据显示，华商基金旗下1只基金位居值得买十大流通股东。华商优势行业混合A（000390）二季度新 进十大流通股东，持有股数127.81万股，占流通股的比例为1.04%。根据测算，今日浮盈赚取约214.72 万元。 截至发稿，张明昕累计任职时间185天，现任基金资产总规模42.4亿元 ...

人民财讯9月8日电，近日，值得买（300785）与CHTV健康100平台正式达成战略合作伙伴关系，双方 将基于各自的资源优势、多业务布局和专业领域的先进性，在健康消费领域进行全面深入的合作，推动 健康消费领域的创新与升级。 ...

今年5月，"张大妈"App安卓尝鲜版先行上线，获得了首批用户的积极反馈。3个月后，"张大妈"App全 量上线iOS版、安卓版，更应用了最新的AI技术，在购物全流程上为用户带来更高效、便捷的体验交 付。在功能上，"张大妈"不仅能辅助消费决策，提供"评、挑、荐、省"服务，提升用户消费决策质量和 效率；更实现了智能执行：通过云手机代理执行技术，自动帮助用户跨平台操作，完成一键价保、物流 查询、低价监控、机票预定等需求，省时省钱又省心。值得一提的是，"张大妈"也带来了更个性化的交 9月4日，值得买科技自研AI购物管家"张大妈"App正式版全面上线、开启公测。作为新一代消费智能 体，"张大妈"具备更强的感知、推理和执行能力，可实现在海量消费场景中的任务调度，有效提升用户 消费决策效率与消费体验，让AI购物走进真实世界。"张大妈"正式版的全面上线，不仅是值得买科技在 智能体探索上的一次重要落地，更标志着消费智能体从"辅助决策"迈向"自主执行"的全新阶段。 从语义理解到任务定位，从仿真执行到结果反馈，每个环节都代表着AI在消费场景中的深度落地，也 为用户带来了全新的体验。杨宁表示，在"张大妈"App自主执行背后，不仅是值得 ...

Core Insights - The "Zhang Dama" App, developed by Worth Buying Technology Group, has officially launched its full version and entered public testing, marking a new phase in the application of AI in the consumer sector [1][2] Group 1: App Features and Functionality - The "Zhang Dama" App utilizes AI technology to streamline the entire shopping process, enabling users to transition from "assisted decision-making" to "autonomous execution" [1] - Key functionalities include price protection, logistics tracking, low-price monitoring, and flight booking, allowing users to input commands and have tasks completed automatically via a "cloud phone" [1][2] - The app can perform cross-platform logistics queries and simulate user operations on e-commerce platforms, enhancing user experience by saving time and effort [1][2] Group 2: User Security and Privacy - The app employs a four-layer security mechanism consisting of physical isolation, permission control, data encryption, and closed-loop processes to protect user data during cloud execution [2] Group 3: User Experience and Customization - The "Zhang Dama" App offers personalized interactive AI experiences, allowing users to customize the AI's voice and personality, and communicate through text, voice, and images [2] Group 4: Future Developments and Collaborations - The app's development reflects ongoing innovation in cloud phone technology and AI-generated services, with plans to introduce additional features such as restaurant reservations and coupon collection based on user feedback [3]

Core Insights - The article highlights the consumption trends in August, emphasizing the continuation of summer activities and the strong performance of various entertainment sectors, particularly in movies and gaming [1][2]. Group 1: Entertainment Consumption - Movie consumption maintained its summer momentum, with the GMV for "viewing" keywords increasing by 24.37% year-on-year, driven by popular domestic animated films [1]. - The animated film "Lao Lao Mountain Little Monster" and its related merchandise saw significant sales, while "The Legend of Luo Xiaohei" experienced a remarkable 181.58% month-on-month growth in related consumption [1]. - The confidence in the Chinese animation industry is growing, with consumers willing to invest in the long-term value of animation IPs [1]. Group 2: Gaming and Home Entertainment - Gaming console GMV surged by 122.55% year-on-year, with the launch of Nintendo's Switch2 setting global sales records [2]. - The gaming console's GMV increased by 88.58% month-on-month, highlighting its role as a key player in the gaming market [2]. Group 3: Water Sports and Outdoor Activities - Water sports equipment consumption saw significant growth, with paddleboards increasing GMV by 27.51% year-on-year, and kayaking becoming popular among young consumers with a 23.89% increase [2]. - The water park experience also gained popularity, with related consumption rising by 135.94% year-on-year, making it a favored choice for family summer activities [2]. Group 4: Travel and Cultural Experiences - Air ticket demand increased by 21.96% year-on-year, with a mix of short and long trips becoming a trend for summer travel [3]. - Popular travel destinations included Yunnan, Hainan, Southeast Asia, and Australia, with Dali tourism-related GMV growing by 41.15% [3]. - The "cultural experience" trend remained strong, with non-heritage related consumption increasing by 119.09%, as consumers sought to integrate cultural activities into their summer travel plans [4]. Group 5: Practical and Experiential Consumption - Practical consumption items like cold drinks, sunscreen, and electronics, alongside experiential consumption in water sports, culture, and movies, defined the summer consumption landscape [4]. - The unique aspect of August's consumption market was the concentrated experience of the summer's end, reflecting consumers' enduring desire for quality and personalized experiences [4].