每经头条（nbdtoutiao）——地产"优等生"受困20亿元到期债务，首次债务展期仍在博弈，明年还有超 百亿元公开债到期 （记者 王晓波） 2024年1至12月份，壹网壹创的营业收入构成为：电商服务行业占比100.0%。 截至发稿，壹网壹创市值为65亿元。 每经AI快讯，壹网壹创（SZ 300792，收盘价：27.59元）12月23日晚间发布公告称，持有杭州壹网壹创 科技股份有限公司约1749万股（占公司总股本的比例为约7.38%）的5%以上股东张帆女士计划以集中竞 价交易和/或大宗交易方式减持公司股份，拟减持数量不超过约592万股（占公司总股本的比例为 2.5%）。其中通过集中竞价交易方式减持的，自本减持计划公告之日起15个交易日后的3个月内实施， 且在任意连续90个自然日内，减持股份的总数不超过公司股份总数的1%；通过大宗交易方式减持的， 自本减持计划公告之日起15个交易日后的3个月内实施，且在任意连续90个自然日内，减持股份的总数 不超过公司股份总数的2%。 ...

南财智讯12月23日电，壹网壹创公告，公司持股5%以上股东张帆女士计划以集中竞价交易和/或大宗交 易方式减持本公司股份，拟减持数量不超过5,923,568股，占公司总股本的比例为2.5000%。截至公告披 露日，张帆女士持有公司股份17,493,837股，占公司总股本的7.3831%。减持原因为自身资金需求，减 持期间为2026年1月16日至2026年4月15日。通过集中竞价交易方式减持的，在任意连续90个自然日内不 超过公司股份总数的1%；通过大宗交易方式减持的，在任意连续90个自然日内不超过公司股份总数的 2%。本次减持计划不会导致公司控制权发生变更，不会对公司股权结构、治理结构及持续性经营产生 重大影响。 ...

证券代码：300792 证券简称：壹网壹创 公告编号：2025-087 杭州壹网壹创科技股份有限公司 关于持股 5%以上股东减持股份的预披露公告 公司持股 5%以上股东张帆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。 特别提示： 持有杭州壹网壹创科技股份有限公司（以下简称"公司"或"发行人"） 17,493,837 股（占公司总股本的比例为 7.3831%）的 5%以上股东张帆女士计划 以集中竞价交易和/或大宗交易方式减持本公司股份，拟减持数量不超过 5,923,568 股（占公司总股本的比例为 2.5000%）。其中通过集中竞价交易方式 减持的，自本减持计划公告之日起 15 个交易日后的 3 个月（即 2026 年 1 月 16 日至 2026 年 4 月 15 日）内实施，且在任意连续 90 个自然日内，减持股份的总 数不超过公司股份总数的 1%；通过大宗交易方式减持的，自本减持计划公告之 日起 15 个交易日后的 3 个月内实施，且在任意连续 90 个自然日（即 2026 年 1 月 16 日至 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 转自：智通财经 【壹网壹创：近期与福建省相关市地的商务部门进行会面 就互联网电子商务和当地实体产业的合作可 能性进行探讨】智通财经12月9日电，壹网壹创在互动平台表示，福建省有非常丰富的供应链资源，近 期公司也与福建省相关市地的商务部门进行了会面，并就互联网电子商务和当地实体产业的合作可能性 进行了探讨。如后期有进一步的合作，并符合信息披露的要求，公司将会按规则履行信息披露义务。 ...

证券日报网讯 11月28日，壹网壹创在互动平台回答投资者提问时表示，截至2025年9月30日，公司股东 总数为32，719户。 （文章来源：证券日报） ...

Group 1 - The core point of the news is that 壹网壹创 has seen a stock price increase of 8.42% over the last three days, with a current price of 32.56 yuan per share and a market capitalization of 77.15 billion yuan [1] - The company, established in April 2012 and listed in September 2019, provides e-commerce services for well-known fast-moving consumer goods brands across various online channels [1] - The revenue composition of the company includes online distribution services (33.73%), brand online marketing services (29.52%), brand online management services (25.53%), content e-commerce services (9.14%), and other services (2.08%) [1] Group 2 - 浦银安盛基金 has a significant holding in 壹网壹创, with its 浦银安盛增长动力混合A fund holding 571,400 shares, representing 3.07% of the fund's net value [2] - The fund has gained approximately 144.56 million yuan in floating profits during the three-day stock price increase [2] - 浦银安盛增长动力混合A fund was established in March 2015, with a current size of 646 million yuan and a year-to-date return of 9.66% [2]

Core Insights - The internet e-commerce sector experienced a rise of 2.84% on November 24, with Liren Lizhuang leading the gains [1] - The Shanghai Composite Index closed at 3836.77, up 0.05%, while the Shenzhen Component Index closed at 12585.08, up 0.37% [1] Stock Performance - Liren Lizhuang (605136) closed at 11.18, with a significant increase of 10.04% and a trading volume of 451,000 shares, amounting to a transaction value of 485 million [1] - Jiao Dian Technology (002315) saw a rise of 9.20%, closing at 48.30, with a trading volume of 224,800 shares and a transaction value of 1.053 billion [1] - Ying Wang Yi Chuang (300792) increased by 6.61%, closing at 32.09, with a trading volume of 258,200 shares and a transaction value of 807 million [1] - Other notable performers include San Tai Co., Ltd. (301558) up 5.59%, Sai Wei Times (301381) up 3.77%, and Ji Hong Co., Ltd. (002803) up 3.34% [1] Capital Flow - The internet e-commerce sector saw a net inflow of 389 million from institutional investors, while retail investors experienced a net outflow of 191 million [2][3] - The main capital inflow was led by Jiao Dian Technology with a net inflow of 232 million, while Liren Lizhuang had a net inflow of 86.92 million [3] - Retail investors showed significant outflows in stocks like Jiao Dian Technology and Liren Lizhuang, indicating a shift in investor sentiment [3]

Core Insights - The company is a leading domestic e-commerce operation service provider established in 2012, focusing on providing professional e-commerce retail services to major brands in the fast-moving consumer goods sector, including beauty, personal care, and health products [1] - The company has initiated an AI e-commerce strategy, aiming to leverage AI technology to enhance operational efficiency and reduce costs, with initial financial improvements already visible [2] Company Overview - The company employs nearly 1,300 staff across major cities in China and operates under a dual strategy of "full-service e-commerce provider + new consumer brand accelerator" [1] - Key brand clients include Procter & Gamble, Shiseido, Amorepacific, Yili Group, and Mao Geping, among nearly a hundred others [1] Industry Dynamics - The e-commerce operation industry has undergone a 3-4 year adjustment period, transitioning towards self-owned brands and AI integration [1] - Alibaba's e-commerce business has refocused on growth as a core strategy, shifting from a "live streaming + low-price strategy" to activating core customer groups and enhancing platform performance [1] AI Strategy and Implementation - The company has launched several AI systems, including cloud-based solutions and intelligent customer service, which are expected to drive a shift from a labor-intensive to a technology-intensive model [2] - The company is part of Alibaba's first batch of AI Agent co-creation projects, indicating a strong partnership and resource sharing within the Alibaba ecosystem [2] Financial Outlook - The company anticipates a significant performance turnaround in 2025, driven by the recovery of the Tmall market and the implementation of AI applications [2] - Profit forecasts for the company are projected at 110 million, 160 million, and 190 million yuan for the years 2025, 2026, and 2027, respectively, with a strong recommendation for investment [2]

Core Insights - The internet e-commerce sector experienced a 2.6% increase on November 18, with Liren Lizhuang leading the gains [1] - The Shanghai Composite Index closed at 3939.81, down 0.81%, while the Shenzhen Component Index closed at 13080.49, down 0.92% [1] E-commerce Sector Performance - Liren Lizhuang (605136) closed at 11.04, up 9.96% with a trading volume of 312,100 shares [1] - Yiwang Yichuang (300792) closed at 30.55, up 5.86% with a trading volume of 238,500 shares [1] - ST Yigou (002024) closed at 1.85, up 5.11% with a trading volume of 930,900 shares [1] - Other notable performers include Kaichun Co. (301001) up 5.05%, and Qingmu Technology (301110) up 4.62% [1] Capital Flow Analysis - The internet e-commerce sector saw a net inflow of 352 million yuan from institutional investors, while retail investors experienced a net outflow of 314 million yuan [2] - Major stocks like Liren Lizhuang had a net inflow of 151 million yuan from institutional investors, but a net outflow from retail investors of 83.42 million yuan [3] - Yiwang Yichuang also saw a net inflow of 62.44 million yuan from institutional investors, with retail investors withdrawing 48.41 million yuan [3]

Group 1 - The beauty and personal care sector has shown a recovery in 2025, with the SW Beauty Index rebounding after a decline from 2022 to 2024, achieving a maximum increase of over 15% and becoming a key area in new consumption [3][9][10] - The cosmetics segment is characterized by intense competition among brands, with domestic brands making significant strides in R&D and distribution, while international brands are adopting localized strategies to regain market share [3][20][25] - The medical beauty market is transitioning from a blue ocean to a red ocean, with domestic companies expected to become major competitors by focusing on affordable and specialized products [3][19][24] Group 2 - The e-commerce operation sector is undergoing a transformation, with companies like RuYuchen and Shuiyang Co. leveraging brand incubation and AI to create new growth avenues [3][19] - Key investment recommendations include domestic brands with strong channel and brand matrices such as MaoGePing, ShangMei Co., and PoLaiYa, as well as companies in the medical beauty sector like AiMeiKe and LongZi Co. [3][19][24] - The report emphasizes the importance of brand matrix construction and product innovation in the cosmetics industry, with companies like ShangMei Co. and PoLaiYa leading the way [3][31][40] Group 3 - The skincare and makeup market is expected to enter a phase of consolidation, with strong brands likely to thrive while weaker ones may struggle [23][24] - The market share of domestic brands is increasing, with a notable decline in the market share of international brands, indicating a significant opportunity for domestic players [25][30] - The report highlights the importance of adapting to changing consumer preferences and channel dynamics, with a focus on online platforms and promotional strategies to enhance brand visibility [48][52][53]