分红方面，凯淳股份A股上市后累计派现6000.00万元。近三年，累计派现5000.00万元。 机构持仓方面，截止2025年9月30日，凯淳股份十大流通股东中，诺安多策略混合A（320016）位居第 五大流通股东，持股49.48万股，相比上期增加16.83万股。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 融券方面，凯淳股份1月29日融券偿还0.00股，融券卖出200.00股，按当日收盘价计算，卖出金额 7278.00元；融券余量9900.00股，融券余额36.03万元，超过近一年90%分位水平，处于高位。 资料显示，上海凯淳实业股份有限公司位于上海市闵行区浦江镇陈行公路2339弄智慧之岸一期西区3号 楼，成立日期2008年12月2日，上市日期2021年5月28日，公司主营业务涉及为国内外知名品牌提供综合 性的电子商务服务以及客户关系管理服务。主营业务收入构成为：电子商务100.00%。 截至9月30日，凯淳股份股东户数9788.0 ...

（文章来源：证券日报） 证券日报网讯 1月29日，凯淳股份发布公告称，公司预计2025年度归属于上市公司股东的净利润 为-1400万元至-900万元，上年同期为1339.32万元。 ...

证券之星消息，1月29日互联网电商板块较上一交易日上涨0.47%，壹网壹创领涨。当日上证指数报收于 4157.98，上涨0.16%。深证成指报收于14300.08，下跌0.3%。互联网电商板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300792 | 壹网壹创 | 42.68 | 5.88% | 31.03万 | | 13.49 乙 | | 600365 | ST通葡 | 3.07 | 2.33% | 9.05万 | | 2751.93万 | | 301001 | 凯淳股份 | 36.39 | 1.65% | 11.78万 | | 4.34亿 | | 301110 | 青木科技 | 81.21 | 1.61% | 8.76万 | | 7.34亿 | | 300592 | 华凯易佰 | 13.85 | 1.54% | 32.71万 | | 4.63亿 | | 002315 | 焦点科技 | 52.74 | 1.27% | 14.12万 | | 7.59亿 | ...

记载、误导性陈述或重大遗漏。 一、本期业绩预计情况 1、业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日。 证券代码：301001 证券简称：凯淳股份 公告编号：2026-004 上海凯淳实业股份有限公司 2025 年度业绩预告 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 三、业绩变动原因说明 受市场需求结构性变化影响，公司部分项目存货出现滞销迹象。基于审慎性 原则，并依据《企业会计准则》相关规定，公司对存在减值迹象的存货计提了相 应的减值准备。同时，报告期内公司主动推进战略转型升级，加大了在"AI+电 商"融合领域的研发投入，也着力在多个层面探索建立垂直深度的 AI 应用，包 括智评解析系统、AI 客服应用、AI 舆情管理及数字化运营平台等方向，上述战 略性投入短期内对利润造成一定压力，导致报告期净利润同比有所承压。 四、其他相关说明 本次业绩预告为公司财务部门初步测算的结果，2025 年度业绩的具体财务 数据将在公司 2025 年度报告中详细披露。敬请广大投资者谨慎决策，注意投资 风险。 特此公告。 2、业绩预告情况：预计净利润为负值 （1）以区间数进 ...

证券之星消息，1月28日互联网电商板块较上一交易日下跌1.55%，凯淳股份领跌。当日上证指数报收于 4151.24，上涨0.27%。深证成指报收于14342.9，上涨0.09%。互联网电商板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300464 | 星徽股份 | 6.81 | 0.15% | 24.82万 | | 1.69 Z | | 003010 | 若羽臣 | 38.26 | 0.03% | 11.32万 | | 4.40 Z | | 002024 | ST易购 | 1.60 | -0.62% | 22.42万 | | 3588.20万 | | 603613 | 国联股份 | 27.52 | -1.11% | 11.04万 | | 3.05亿 | | 002640 | 跨境通 | 4.15 | -1.19% | 43.53万 | | 1.81亿 | | 301558 | 三态股份 | 8.90 | -1.33% | 12.91万 | | 1.16亿 ...

Group 1 - Three-dimensional Communication, Kaichun Co., Ltd., and Jiuqi Software reached the daily limit increase in stock prices, indicating strong market interest [1] - Worth Buying, BlueFocus Communication Group, Aofei Data, Hengyi Petrochemical, and Lude Medical also experienced stock price increases, suggesting a broader positive trend in the market [1]

证券之星消息，1月27日互联网电商板块较上一交易日上涨0.73%，凯淳股份领涨。当日上证指数报收于 4139.9，上涨0.18%。深证成指报收于14329.91，上涨0.09%。互联网电商板块个股涨跌见下表： 从资金流向上来看，当日互联网电商板块主力资金净流入1.81亿元，游资资金净流入1.2亿元，散户资金 净流出3.01亿元。互联网电商板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 301001 凯淳股份 | | -7014.40万 | 11.26% | -3089.59万 | -4.96% | -3924.80万 | -6.30% | | 300592 华凯易佰 | | 6546.43万 | 12.72% | 871.55万 | 1.69% | -7417.99万 | -14.42% | | 301110 青木科技 | | 5552.27万 | 7.95% | 3825.61万 | 5. ...

Market Overview - On January 23, the internet e-commerce sector rose by 0.74% compared to the previous trading day, with Qingmu Technology leading the gains [1] - The Shanghai Composite Index closed at 4136.16, up 0.33%, while the Shenzhen Component Index closed at 14439.66, up 0.79% [1] Stock Performance - Notable gainers in the internet e-commerce sector included: - Yubuke Technology (301110) with a closing price of 79.22, up 4.11% [1] - Xinghui Co., Ltd. (300464) with a closing price of 6.80, up 3.82% [1] - Jihong Co., Ltd. (002803) with a closing price of 20.40, up 3.13% [1] - Other significant performers included: - New Xunda (300518) at 23.66, up 2.78% [1] - Kaichun Co., Ltd. (301001) at 34.22, up 2.00% [1] Capital Flow - The internet e-commerce sector saw a net inflow of 133 million yuan from institutional investors, while retail investors experienced a net outflow of 130 million yuan [2] - The main capital flow data indicated: - Focus Technology (002315) had a net outflow of 47.32 million yuan from main investors [3] - Huakai Yibai (300592) saw a net inflow of 24.34 million yuan from main investors [3] - Jihong Co., Ltd. (002803) had a net inflow of 17.27 million yuan from main investors [3]

Summary of Key Points from the Conference Call of Kai Chun Co., Ltd. Company Overview - **Company**: Kai Chun Co., Ltd. (凯淳股份) - **Industry**: E-commerce and AI technology application in retail Core Insights and Arguments - **Acquisition and AI Integration**: Kai Chun has strengthened internal collaboration through the acquisition of Keheng and launched the "Smart Store Manager" system, "Zhi Ting," which operates 24/7 but still requires human intervention for complex issues [2][4] - **Employee Reduction**: The company plans to reduce its workforce to below 500 by 2025, primarily due to the application of AI technology in design and operations, with a more stable optimization expected in 2026 [2][5] - **Focus on AI Branding**: The business direction will shift towards embedding brands within AI, transitioning from being searched to being recommended, although this method is still in the exploratory phase [2][7] - **E-commerce Platform Dynamics**: Despite the internalization of advertising content by e-commerce platforms, brands still rely on Kai Chun for operations, and the company is exploring acquisitions of small TP companies to enhance competitiveness [2][8] - **Advertising Trends**: There is a year-on-year decrease in advertising spending by brands, particularly international luxury brands, indicating a decline in overall return expectations [2][13] - **Market Shifts**: Consumer preferences are shifting towards domestic products, leading to the closure of some offline stores [2][14] Additional Important Content - **Revenue Model Adjustments**: Kai Chun is adjusting its pricing model by adding AI service packages to maintain gross profit levels, with growth concentrated on Alibaba and Tencent platforms, while JD.com has seen a decline [3][24] - **AI Application Progress**: Significant advancements in AI applications have been made, including product listing automation and enhanced customer relationship management through partnerships with leading AI operators [4][21] - **Sales Performance**: The company experienced a decline in revenue due to the elimination of certain distribution projects to relieve inventory pressure, with current growth primarily on Alibaba and Tencent platforms [26] - **Product Category Performance**: Fragrance products have shown good growth, while home goods have declined on JD.com. Luxury goods have begun to recover since last year's Double Eleven, but overall volumes remain below 2021 and 2022 levels [27][28] - **Live Streaming and AI**: The impact of AI live streaming on sales is limited, as it lacks the personalized interaction that human hosts provide, which is crucial for effective sales conversion [31] Future Directions and Strategies - **Market Expansion**: The company is expanding into new brand channels beyond beauty and skincare, including 3C products like audio equipment [15] - **Focus on Pet Industry**: Kai Chun sees significant potential in the pet industry and plans to explore this market further, while being cautious about entering the competitive health supplement sector [32] - **Inventory Management**: The company adopts a conservative inventory strategy, avoiding excess stock, particularly in fast-moving consumer goods like cosmetics [35] - **Collaboration with Emerging Brands**: Kai Chun is interested in helping foreign pet brands enter the Chinese market through promotional activities, although this segment remains small [37] This summary encapsulates the key points discussed in the conference call, highlighting the strategic direction, market dynamics, and operational adjustments of Kai Chun Co., Ltd.

Group 1 - The core point of the news is that Kaichun Co., Ltd. experienced a stock price increase of 6.94%, reaching 35.28 CNY per share, with a trading volume of 164 million CNY and a turnover rate of 9.64%, resulting in a total market capitalization of 2.822 billion CNY [1] - Kaichun Co., Ltd. is located in Minhang District, Shanghai, and was established on December 2, 2008. The company went public on May 28, 2021, and its main business involves providing comprehensive e-commerce services and customer relationship management services for well-known domestic and international brands, with 100% of its revenue coming from e-commerce [1] Group 2 - Among the top ten circulating shareholders of Kaichun Co., Ltd., a fund under Nuoan Fund holds a significant position. The Nuoan Multi-Strategy Mixed A Fund (320016) increased its holdings by 168,300 shares in the third quarter, bringing its total to 494,800 shares, which accounts for 0.99% of the circulating shares. The estimated floating profit today is approximately 1.1331 million CNY [2] - The Nuoan Multi-Strategy Mixed A Fund (320016) was established on August 9, 2011, with a latest scale of 1.855 billion CNY. Year-to-date returns are 7.85%, ranking 2268 out of 8846 in its category; over the past year, returns are 83.26%, ranking 397 out of 8091; and since inception, returns are 255.9% [2]