证券代码：300994 证券简称：久祺股份 公告编号：2025-059 | 开户银行 | 银行账号 | 募集资金投资 项目名称 | 账户状态 | | --- | --- | --- | --- | | 交通银行股份有限公司杭州武林支行 | 331066160013000552593 | 补充流动资金项目 | 存续 | | 交通银行股份有限公司杭州武林支行 | 331066160013000554465 | 年产100万辆成人自 行车项目 | 存续 | 1 | 开户银行 | 银行账号 | 募集资金投资 | 账户状态 | | --- | --- | --- | --- | | | | 项目名称 | | | 中国工商银行股份有限公司杭州江城支行 | 1202020329800088836 | 供应链体系升级项 | 本次注销 | | | | 目 | | | 中国工商银行股份有限公司杭州江城支行 | 1202020329800078806 | 研发设计中心项目 | 存续 | | 杭州银行股份有限公司德清支行 | 3305040160000291686 | 年产160万辆自行车 、童车及40万辆电 | 存续 | | | ...

Core Viewpoint - The company, Jiuqi Co., Ltd. (300994), is experiencing a strong performance in its e-commerce business during the fourth quarter, which is characterized as a peak sales season due to events like Christmas and Black Friday in the European and American markets [1] Group 1 - The fourth quarter is identified as a peak sales season for the company's e-commerce business [1] - The company reports good operational conditions for its e-commerce segment [1] - Adequate inventory has been prepared by the company to meet sales demands based on market conditions [1]

Core Viewpoint - The company, Jiuqi Co., Ltd., is focusing on increasing its E-bike sales, which currently account for approximately 10% of its total sales, by expanding market reach, enhancing product design, and improving quality [2] Group 1: Market Strategy - The company plans to increase its E-bike sales share by exploring new markets and enhancing product offerings [2] - The primary market for E-bikes is Europe, where they are popular for mountain biking and as mobility aids for the elderly, while in the Americas, they are mainly used for leisure [2] Group 2: Future Outlook - The future market prospects for E-bikes are promising, and the company aims to enhance product competitiveness to further penetrate overseas markets [2]

Core Viewpoint - The company, Jiuqi Co., Ltd. (久祺股份), reported strong sales performance for its cross-border e-commerce brands JOYSTAR, CYCMOTO, and HILAND on the Amazon platform during the Black Friday sales period [1] Group 1 - The company indicated that its brands ranked among the top sellers on Amazon during the specified period [1] - The company plans to enhance product design and research and development to create high-quality, consumer-preferred products [1] - The goal is to achieve further growth in e-commerce sales through these initiatives [1]

Group 1: Sales Performance - The company's cross-border e-commerce brands JOYSTAR, CYCMOTO, and HILAND ranked highly on Amazon, showing strong Black Friday sales performance [1] - European region accounts for over 20% of total sales revenue, while the Americas account for over 50% [1] - Oceania region has the fastest sales growth, contributing over 10% to total sales revenue [2] Group 2: Product Strategy - The company offers a wide range of product designs and SKUs, catering to local consumer preferences, which provides a competitive edge over single-product offerings from foreign companies [1] - The company plans to expand product lines, develop new products, and enhance brand promotion to drive revenue and profit growth [2] - E-bike sales currently account for about 10% of total sales, with a focus on increasing this share through market expansion and product quality improvement [2] Group 3: Market Trends and Future Outlook - The fourth quarter is a peak sales season for e-commerce, with preparations in place to meet market demand during Christmas and Black Friday [2] - The E-bike market is primarily strong in Europe for mobility and fitness, while in the Americas, it is used for leisure [2] - The company aims to enhance product competitiveness and further penetrate overseas markets for E-bike sales growth [2]

格隆汇12月10日丨久祺股份(300994.SZ)在互动平台表示，公司目前未与摩尔线程就"骑行新世态项目"开 展研发合作。 ...

Core Viewpoint - Jiuqi Co., Ltd. (300994) primarily engages in the export trade of bicycle products, with most of its revenue generated from overseas markets. The company is closely monitoring national policies and industry standards, aiming to leverage opportunities arising from new national standards for domestic industry chain upgrades [1] Group 1 - The company focuses on bicycle product export trade [1] - The majority of the company's revenue comes from international markets [1] - The company is attentive to national policy changes and industry standards [1] Group 2 - The company plans to utilize its strengths in research and development, manufacturing, and global supply chain integration [1] - The company is looking for opportunities related to domestic industry chain upgrades due to new national standards [1]

Group 1: New Consumption - The report emphasizes the continuous exploration of new products, channels, and brand changes within the new consumption sector, highlighting the resilience of leading companies despite market concerns about revenue growth and profit realization in 2026 [8][15][9] - Key sectors include eyewear, with a focus on AI and AR technologies, recommending companies like 康耐特光学 for their innovative approaches [18][30] - The潮玩 (trendy toys) sector is noted for its high growth potential, particularly with brands like 泡泡玛特 and their successful IP strategies [34][38] - The personal care and household cleaning segment is undergoing a transformation, driven by the rise of platforms like 抖音, which enhances brand visibility and sales conversion [54][55] Group 2: Export Chain - The report identifies the light industry export chain as a key area, emphasizing the importance of high pricing power, market diversification, and mature overseas production capabilities [10] - Recommendations include关注匠心家居, 共创草坪, and other companies that demonstrate strong performance in international markets [10] Group 3: Cyclical Opportunities - The report suggests a focus on quality leaders in the cyclical sector, particularly in home textiles and furniture, where companies like 水星家纺 and 欧派家居 are highlighted for their strong market positions [11][11] - The report notes the increasing differentiation within the home goods market, recommending companies that offer value and competitive pricing [11]

Market Overview - On December 1, the motorcycle and other sectors rose by 1.36%, with Longxin General leading the gains [1] - The Shanghai Composite Index closed at 3914.01, up 0.65%, while the Shenzhen Component Index closed at 13146.72, up 1.25% [1] Stock Performance - Notable gainers in the motorcycle sector included: - Jiangui General (603766) with a closing price of 15.08, up 4.94% on a trading volume of 411,500 shares and a turnover of 611 million yuan [1] - Huayang Racing (920058) closed at 32.97, up 3.65% with a trading volume of 5,863 shares and a turnover of 19.1 million yuan [1] - Ninebot (6000689) closed at 58.91, up 3.51% with a trading volume of 109,400 shares and a turnover of 643 million yuan [1] Capital Flow - The motorcycle and other sectors experienced a net outflow of 37.58 million yuan from main funds, while retail funds saw a net inflow of 106 million yuan [2] - Retail investors had a net outflow of 68.79 million yuan [2] Individual Stock Capital Flow - Ninebot (6006899) had a main fund net outflow of 29.07 million yuan, with retail outflow of 31.55 million yuan [3] - Zhenghe Industrial (003033) saw a main fund net inflow of 6.17 million yuan, while retail investors had a net outflow of 1.57 million yuan [3] - Aima Technology (603529) recorded a main fund net inflow of 4.33 million yuan, with retail outflow of 2.94 million yuan [3]

证券代码：300994 证券简称：久祺股份 公告编号：2025-058 公司董事会对丁慧女士在公司首次公开发行股票及持续督导期间所做的贡 献表示衷心感谢！ 特此公告。 久祺股份有限公司董事会 2025年11月28日 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。 久祺股份有限公司（以下简称"公司"）于近日收到保荐机构东兴证券股份有 限公司（以下简称"东兴证券"）出具的《关于更换久祺股份有限公司首次公开发 行股票项目持续督导保荐代表人的情况说明》。现将具体情况公告如下： 东兴证券作为公司首次公开发行股票并在创业板上市项目的保荐机构，原指定 保荐代表人林苏钦女士和丁慧女士具体负责公司持续督导期间保荐工作。 丁慧女士因工作安排调整，不再担任持续督导保荐代表人。为保证持续督导工 作的有序进行，东兴证券委派保荐代表人吴梅山先生接替丁慧女士负责项目后续的 持续督导工作，继续履行持续督导职责。 此次变更后，久祺股份首次公开发行股票并在创业板上市项目持续督导的保荐 代人为林苏钦女士和吴梅山先生。本次变更不影响东兴证券对久祺股份的持续督导 工作。 久祺股份有限公司 关于更换持续 ...