证券代码：300959 证券简称：线上线下 公告编号：2025-033 无锡线上线下通讯信息技术股份有限公司 关于筹划公司控制权变更进展暨复牌的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 一、停牌情况概述 无锡线上线下通讯信息技术股份有限公司（以下简称"公司"）因公司控股 股东及实际控制人汪坤先生、门庆娟女士正在筹划公司控制权变更事宜且该等事 项尚存在不确定性，为保证公平信息披露，避免公司股价异常波动，维护广大投 资者利益，根据《深圳证券交易所上市公司自律监管指引第6号——停复牌》相 关规定，经公司向深圳证券交易所申请，公司股票（证券代码：300959，证券简 称：线上线下）自2025年6月20日（星期五）开市起停牌。具体内容详见公司于 巨潮资讯网（www.cninfo.com.cn）披露的《关于筹划控制权变更暨停牌的公告》 （公告编号：2025-031）、《关于筹划控制权变更进展暨继续停牌的公告》（公 告编号：2025-032）。 二、进展情况介绍 2025年6月26日，公司控股股东、实际控制人汪坤先生、门庆娟女士及其一 致行动人无锡峻茂投资有限公 ...

Core Viewpoint - The article highlights the successful launch of the first live-streaming sales event for Huizhou lychee, achieving sales of 6 tons, and emphasizes the collaborative efforts between online and offline channels to promote the product globally [1][13][6]. Group 1: Production and Sales Growth - Huizhou lychee is recognized as a national geographical indication product, with a total planting area of 173,600 acres and an estimated production of 110,000 tons this year, representing a 30% increase year-on-year [3][4][21]. - The "Huizhou Lychee Production and Sales Connection Activity" is actively promoting the product, with events scheduled to run until June 30, featuring offline sales and e-commerce live-streaming [15][16][20]. Group 2: Marketing and Distribution Strategies - The government is facilitating a multi-channel marketing strategy that includes online and offline sales, aiming to expand the market reach of Huizhou lychee [6][22][26]. - The introduction of a "source direct delivery" model through platforms like JD.com and SF Express is enhancing the freshness and availability of the lychee [49][50]. Group 3: Quality Improvement and Brand Development - The East Pupu Farm is focusing on improving lychee quality through variety optimization and technological support, now cultivating over 50 high-quality late-ripening varieties [34][37][44]. - The "Giant Beauty" lychee, a unique variety from Huizhou, has gained popularity among buyers, showcasing the farm's commitment to quality and branding [40][41]. Group 4: Community Engagement and Tourism - The local community is engaged in promoting lychee through tourism, with planned experiences that combine lychee picking and rural tourism to attract visitors [60][68]. - The integration of cultural and tourism activities aims to enhance consumer engagement and drive sales during the lychee harvest season [60][68].

Core Insights - Mondelez International is accelerating its strategic adjustments in the Chinese market, implementing organizational changes effective July 1, 2025, to enhance its omnichannel capabilities [1][2] - The restructuring involves integrating the e-commerce team into the sales department, indicating a shift from "channel separation" to "integrated operations" to address the fragmented consumer market [1][2] E-commerce Strategy - The adjustment aims to reduce internal complexity and focus on strategic priorities, with the e-commerce team now reporting directly to the sales vice president [1][2] - The e-commerce business has seen rapid growth, particularly in the O2O (online-to-offline) sector, with brands like Oreo and Trident performing well on platforms such as Meituan and JD Daojia [2] Strategic Development Optimization - In addition to e-commerce adjustments, Mondelez China is optimizing its strategic development functions, merging them under the management of the frozen cake business leader, indicating a tighter integration of strategic planning and business execution [2][3] - This restructuring is viewed as a significant reference model for the fast-moving consumer goods (FMCG) industry, promoting a comprehensive omnichannel strategy [3] Operational Efficiency - By returning the e-commerce business to the sales system, the company aims to achieve efficient resource allocation between online and offline channels, fostering synergies in emerging areas like O2O retail [3] - The new operational model aligns with consumer habits of shopping anytime and anywhere, potentially driving digital transformation among traditional distributors [3]

Core Viewpoint - Apple is actively participating in national subsidies for the first time through its direct retail stores in China, indicating a more aggressive sales strategy in the domestic market [2][4]. Group 1: Subsidy Details - The national subsidy is currently limited in scope, applicable only to specific products and regions. Online purchases are restricted to the Apple Store online shop with a Beijing delivery address, while offline purchases are limited to Shanghai [4][5]. - Supported products for the subsidy include iPhone 16/16e, iPhone 15/15 Plus, iPad Air, iPad mini, and Apple Watch, with a subsidy of 15% on products priced under 6000 yuan, capped at 500 yuan per item. For MacBook Air/Pro and Mac mini, the subsidy is 20%, capped at 2000 yuan [5]. Group 2: Market Challenges - Apple faces significant pressure in the Chinese market, being the only brand among the top five in domestic shipments to experience a year-on-year decline in the first quarter [5]. - The delay in launching the "Apple Intelligence" feature in China has weakened Apple's competitive edge, as local consumers prioritize AI functionality in their purchasing decisions [6]. Group 3: Strategic Risks - The absence of new features for Siri during the WWDC 2025 and the lack of a clear timeline for the release of "Siri + Apple Intelligence" may negatively impact user experience [6][7]. - Apple's decision to open access to its device-side foundational models for developers indicates a shift towards a platform empowerment strategy rather than a direct feature competition, which carries execution risks related to quality control [7].

Core Viewpoint - Guizhou Moutai is actively enhancing its market presence through a dual-channel strategy that integrates both online and offline sales, demonstrating resilience in a challenging liquor market [2][5][9] Group 1: Market Performance - The overall liquor market is in a destocking phase, with some first and second-tier brands experiencing price inversions, yet Moutai's terminal market shows remarkable resilience, maintaining a stable offline price around 2100 yuan for its flagship product [2] - Moutai's online sales channels have shown strong growth, particularly during the "6.18" shopping festival, where sales on platforms like JD and Tmall saw significant increases, with Moutai's high-end series sales soaring by 500% year-on-year [3][5] - The online channel now accounts for over 10% of Moutai's total revenue, reflecting the increasing importance of e-commerce in the company's sales strategy [5][6] Group 2: Digital Marketing and Brand Value - Moutai has launched its own online platform "i Moutai," which has quickly gained over 77 million registered users, enhancing direct consumer engagement and optimizing marketing strategies through data analytics [6][7] - The company is expanding its reach into instant retail markets by collaborating with platforms like Douyin and Meituan, aiming to penetrate younger consumer demographics [6][7] Group 3: Strategic Collaborations - Moutai's management has engaged in discussions with major e-commerce players like JD and Alibaba to enhance cooperation, focusing on brand operation and channel ecosystem development [4][5] - The company emphasizes the importance of maintaining a healthy channel ecosystem and combating unfair competition while strengthening its marketing teams [5][8] Group 4: Resilience and Future Outlook - Moutai's management has demonstrated strategic clarity, focusing on quality and cultural heritage, which has helped the brand maintain a strong market position even during industry adjustments [9] - The company is committed to a consumer-centric strategy, which is expected to lead to continued leadership in the high-quality development of China's liquor industry [9]

线上线下（300959）公告，公司控股股东及实际控制人正在筹划公司控制权变更事项，该事项可能导致 公司控股股东、实际控制人发生变更。相关各方正在积极推进本次交易的各项工作，公司预计无法在 2025年6月24日复牌。为保证公平信息披露，维护投资者利益，避免公司股价异常波动，公司股票自 2025年6月24日继续停牌，预计停牌时间不超过3个交易日。 ...

证券代码：300959 证券简称：线上线下 公告编号：2025-032 无锡线上线下通讯信息技术股份有限公司 关于筹划控制权变更进展暨继续停牌的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 无锡线上线下通讯信息技术股份有限公司于2025年6月19日收到控股股东及 实际控制人汪坤先生、门庆娟女士通知，其近日正在筹划公司控制权变更相关事 宜，该事项可能导致公司控股股东、实际控制人发生变更。上述事项的具体方案 尚在筹划中，存在不确定性。为保证公平信息披露，避免公司股价异常波动，维 护广大投资者利益，根据《深圳证券交易所上市公司自律监管指引第6号——停 复牌》相关规定，经公司向深圳证券交易所申请，公司股票（证券代码：300959， 证券简称：线上线下）自2025年6月20日（星期五）开市起停牌，预计停牌时间 不超过2个交易日。具体内容详见公司于巨潮资讯网（www.cninfo.com.cn）披露 的《关于筹划控制权变更暨停牌的公告》（公告编号：2025-031）。 二、交易进展情况及继续停牌事项的说明 截至本公告披露日，相关各方正在积极推进本次交易的各项工作， ...

Core Insights - The company reported a total sales revenue of 3.35 billion yuan during the 2025 618 shopping festival, with electric two-wheelers contributing 3.24 billion yuan, representing a year-on-year growth of 93% [1] - The company achieved a significant online sales revenue of 2.15 billion yuan, up 90%, and offline sales of 1.09 billion yuan, up 98% during the same period [2] - The company’s electric two-wheelers dominated sales and market share across major e-commerce platforms, including JD.com and Douyin [1] Sales Performance - The electric two-wheeler category accounted for 3.24 billion yuan of the total sales, showing a 93% increase year-on-year [1] - The company’s online sales during the 618 event reached 2.15 billion yuan, a 90% increase, while offline sales were 1.09 billion yuan, marking a 98% increase [2] - The company’s flagship model, M95c+, ranked first in transaction amount on JD.com for electric motorcycles [1] Product Innovation - The company has introduced the self-developed RideyLONG system, enhancing the vehicle's range by 20%, addressing user concerns about battery life [2] - The RideyGo smart vehicle system enables features like "keyless unlocking," facilitating the transition of two-wheelers from "functional machines" to "smart machines" [2] Financial Growth - In Q1 2025, the company reported a revenue of 5.11 billion yuan, a year-on-year increase of 99.5%, with net profit reaching 460 million yuan, up 236% [2] - The sales of electric two-wheelers in China surpassed 1 million units in a single quarter, reflecting a 141% year-on-year growth [2]

线上线下于2021年3月登陆创业板，主要从事两方面的业务：一是移动信息服务，主要提供定制化软件 开发、平台对接、参数调试、运营维护等围绕企业短信的全套服务；二是数字营销业务，根据广告主的 营销需求，提供营销资源整合、营销方案策划、营销数据分析、营销投放实施等多方位的服务。 上市四年后，线上线下的控股股东便宣布了易主意向。6月20日，线上线下公告称，公司于6月19日收到 控股股东及实际控制人汪坤、门庆娟通知，其近日正在筹划公司控制权变更相关事宜，该事项可能导致 公司控股股东、实际控制人发生变更。 "上述事项的具体方案尚在筹划中，存在不确定性。"线上线下表示，目前各方尚未签署相关协议，正就 具体交易方案、协议等相关事项进行论证和磋商，具体情况以各方签订的相关协议为准。 在公告正式披露前，线上线下的股价已经悄然迈入上行区间。自4月7日起，线上线下在二级市场的行情 逐步启动，走出一条上扬曲线，从32.67元/股的低点一路涨至48.55元/股，停牌前回落至45.2元/股。 移动信息服务出现疲态 上市四年来业务难见起色，线上线下控股股东开始筹划"易主"。 6月20日，线上线下公告称，公司控股股东及实际控制人汪坤、门庆娟正 ...

Group 1 - The total market consumption in Beijing increased by 1.3% year-on-year from January to May, with a 0.3 percentage point improvement compared to the previous four months [1] - The total retail sales of consumer goods reached 560.72 billion yuan, showing a decline of 3.1%, but the decline rate narrowed by 0.6 percentage points compared to the previous four months [1] - Online retail sales in wholesale and retail, accommodation, and catering industries grew by 1.1% during the same period, indicating a recovery in e-commerce consumption [1] Group 2 - The opening of JD MALL stores in Beijing attracted over 100,000 visitors within two days, showcasing a diverse range of services and products [2] - The second-hand platform "Zhuan Zhuan" launched a "Super Zhuan Zhuan" store in Beijing, highlighting the quality of second-hand goods without prior advertising [2] - The express delivery business in Beijing completed 1.147 billion packages from January to May, reflecting a year-on-year growth of 6.71% [2] Group 3 - The peak season for e-commerce has led to a surge in online and offline service consumption, including second-hand transactions and home services [3] - The retail sales total includes physical goods sold online but excludes non-physical goods, indicating the strong influence of e-commerce on local consumption [3] - As a typical express delivery input city, Beijing's online shopping contributes to retail sales that are attributed to the location of the e-commerce platforms rather than the local area [3]