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专家访谈汇总:未来汽车市场分化,或类似手表
阿尔法工场研究院· 2025-07-07 15:04
Group 1: Stablecoin Regulation in Hong Kong - Hong Kong plans to issue limited stablecoin licenses by the end of 2025, with the initial number expected to be in the "single digits" [1] - The regulatory sandbox initially focused on stablecoins pegged to the Hong Kong dollar, but there is growing interest in offshore stablecoins pegged to the Chinese yuan, driven by major tech companies like JD.com and Ant Group [1] - The Hong Kong Monetary Authority (HKMA) has established new regulations requiring stablecoin issuers to maintain sufficient asset reserves and segregate customer assets [1] - The new stablecoin policy in Hong Kong sets a global benchmark through full reserve backing, strict redemption guarantees, and oversight by the HKMA, reinforcing its status as a regulated digital finance hub [1] Group 2: Tariff Impact on Supply Chains - The U.S. has reduced tariffs on Vietnam from 46% to 20%, although this remains significantly higher than historical levels [2] - Tariff options are still not fully eliminated for key industries such as pharmaceuticals, automotive, and semiconductors, affecting various Asian economies reliant on exports [2] - China is shifting its policy focus towards stimulating domestic demand through reforms and regulatory adjustments, rather than large-scale interventions [2] Group 3: Home Furnishing Sector Valuation - The home furnishing sector's price-to-earnings (PE) ratio is at 22.39, which is at the 34.82% percentile of the past five years, indicating significant room for valuation recovery [3] - Major home furnishing companies like Sophia and Oppein are at historical low valuations, with potential for upward valuation adjustments and high safety margins [3] - The market share of leading custom home furnishing companies is expected to increase due to the inability of white-label brands to participate in subsidies, with companies like Oppein and Sophia showing substantial growth potential [3] - The rise in smart home penetration, driven by technology and policy incentives, is expected to promote industry growth, with companies like Mousse, Haotaitai, and Qushui Technology showing potential [3] Group 4: Electric Vehicle Industry Insights - Despite claims of "zero emissions," the production and recycling of batteries for electric vehicles pose significant environmental challenges, highlighting battery pollution as a future concern [4] - The competition between traditional automotive companies and emerging electric vehicle firms is not on the same track, as their goals and rules differ, making the notion of "overtaking" misleading [4] Group 5: Power Outage in Europe - A large-scale power outage occurred in the Czech Republic on July 4, 2025, lasting approximately nine hours, revealing structural vulnerabilities in modern power systems [5] - The outage led to severe consequences, including the paralysis of railway systems, subway operations, public transport, and communication networks [5] - Increasing extreme weather events add pressure to power systems, particularly affecting transmission lines and increasing grid vulnerability [5] - Historical power outages have demonstrated the risks of single faults leading to widespread system failures, emphasizing the need for upgrades and better monitoring systems in core transmission channels [5]
趣睡科技(301336) - 成都趣睡科技股份有限公司关于注销部分已使用完毕募集资金专户的公告
2025-07-03 10:22
证券代码:301336 证券简称:趣睡科技 公告编号:2025-030 成都趣睡科技股份有限公司 关于注销部分已使用完毕募集资金专户的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚假记 载、误导性陈述或重大遗漏。 一、募集资金的情况 经中国证券监督管理委员会(以下简称"中国证监会")《关于同意成都趣 睡科技股份有限公司首次公开发行股票注册的批复》(证监许可[2022]916 号) 同意注册,成都趣睡科技股份有限公司(以下简称"公司") 首次公开发行人 民币普通股(A 股)10,000,000 股,每股面值人民币 1.00 元,每股发行价格为 37.53 元,募集资金总额为人民币 37,530.00 万元,扣除相关发行费用(不含税) 人民币 5,981.55 万元后,实际募集资金净额为人民币 31,548.45 万元。募集资 金已于 2022 年 8 月 8 日划至公司指定账户,中汇会计师事务所(特殊普通合伙) 对募集资金到位情况进行了审验,并于 2022 年 8 月 8 日出具《验资报告》(中 汇会验[2022]6218 号)。 二、募集资金存放及管理情况 为了规范募集资金的管理和使用 ...
趣睡科技(301336) - 成都趣睡科技股份有限公司2024年度权益分派实施公告
2025-05-22 11:22
特别提示: 证券代码:301336 证券简称:趣睡科技 公告编号:2025-029 成都趣睡科技股份有限公司 2024 年年度权益分派实施公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚假记 载、误导性陈述或重大遗漏。 1、根据《公司法》《深圳证券交易所上市公司自律监管指引第9号——回 购股份》等相关规定,上市公司回购专用账户中的股份不享有利润分配等权利。 成都趣睡科技股份有限公司(以下称"公司")2024年年度权益分派方案为:以 公司现有总股本40,000,000剔除已回购股份318,200股后的39,681,800股为基数, 向全体股东每10股派发现金2.26元(含税),不送红股,不以公积金转增股本, 实际派发现金分红总额=39,681,800.00*2.26元/10股= 8,968,086.80元。 2、本次权益分派实施后计算除权除息价格时,按总股本(含已回购股份) 折算每股现金红利=实际现金分红总额/公司总股本(含已回购股份)= 8,968,086.80元/40,000,000股=0.2242021(保留七位小数,不四舍五入)。 3、本次权益分派实施后计算除权除息价格时,按总股本 ...
趣睡科技(301336) - 成都趣睡科技股份有限公司2024年年度股东大会决议公告
2025-05-19 10:38
证券代码:301336 证券简称:趣睡科技 公告编号:2025-028 成都趣睡科技股份有限公司 2024 年年度股东大会决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚假记 载、误导性陈述或重大遗漏。 特别提示: 1.本次股东大会未出现否决议案的情形; 2.本次股东大会不涉及变更以往股东大会已通过的决议。 一、会议召开和出席情况 (一)会议召开的时间: 1. 现场会议召开时间:2025 年 5 月 19 日(星期一)14:30 2. 网络投票时间: (1)通过深圳证券交易所交易系统进行网络投票的具体时间为:2025 年 5 月 19 日 9:15-9:25,9:30-11:30,13:00-15:00; (2)通过深圳证券交易所互联网投票系统投票的具体时间为:2025 年 5 月 19 日 9:15-15:00。 (二)会议召开地点:浙江省宁波市江北区中马街道使君街 9 号绿地中心 1 号楼 16 楼会议室。 (三)会议召开方式:本次股东大会采取现场表决与网络投票相结合的方式。 (四)会议召集人:公司董事会 (五)会议主持人:公司董事长李勇先生 其中:通过现场投票的中小股东及其代理 ...
趣睡科技(301336) - 北京市天元律师事务所关于成都趣睡科技股份有限公司2024年年度股东大会的法律意见
2025-05-19 10:38
北京市天元律师事务所 关于成都趣睡科技股份有限公司 2024 年年度股东大会的法律意见 京天股字(2025)第 310 号 致:成都趣睡科技股份有限公司 成都趣睡科技股份有限公司(以下简称"公司")2024 年年度股东大会(以下简 称"本次股东大会")采取现场投票与网络投票相结合的方式召开,现场会议于 2025 年 5 月 19 日(星期一)14:30 开始在浙江省宁波市江北区中马街道使君街 9 号绿地中心 1 号楼 16 楼会议室召开。北京市天元律师事务所(以下简称"本所") 接受公司聘任,指派本所律师参加本次股东大会现场会议,并根据《中华人民共和 国公司法》《中华人民共和国证券法》(以下简称"《证券法》")、《上市公司 股东会规则》(以下简称"《股东会规则》")以及《成都趣睡科技股份有限公司 章程》(以下简称"《公司章程》")等有关规定,就本次股东大会的召集、召开 程序、出席现场会议人员的资格、召集人资格、会议表决程序及表决结果等事项出 具本法律意见。 为出具本法律意见,本所律师审查了《成都趣睡科技股份有限公司第二届董事 会第十七次会议决议公告》《成都趣睡科技股份有限公司第二届监事会第十六次会 议决议公告 ...
趣睡科技(301336) - 中国国际金融股份有限公司关于成都趣睡科技股份有限公司2024年度持续督导跟踪报告
2025-05-19 10:36
一、 保荐工作概述 中国国际金融股份有限公司 关于成都趣睡科技股份有限公司 2024 年度持续督导跟踪报告 | 保荐机构名称:中国国际金融股份有限公司 | 被保荐公司简称:趣睡科技(301336) | | --- | --- | | 保荐代表人姓名:赵言 | 联系电话:010-65051166 | | 保荐代表人姓名:尚林争 | 联系电话:010-65051166 | | 公司及股东承诺事项 | 是否履行承 | 未履行承诺的原因及 | | --- | --- | --- | | | 诺 | 解决措施 | | 1、关于信息披露不存在虚假记载、误导性陈述或者重大遗漏 的相关承诺 | 是 | 不适用 | | 2、关于股份锁定以及减持意向的承诺 | 是 | 不适用 | | 3、关于稳定股价的承诺 | 是 | 不适用 | 3 | 公司及股东承诺事项 | 是否履行承 | 未履行承诺的原因及 | | --- | --- | --- | | | 诺 | 解决措施 | | 4、关于失信补救措施的承诺 | 是 | 不适用 | | 5、关于避免同业竞争的承诺 | 是 | 不适用 | | 6、关于规范和减少关联交易的承诺 | 是 | ...
晚间公告丨5月18日这些公告有看头
第一财经· 2025-05-18 13:50
Group 1: Stock Trading Anomalies - Chengfei Integration reported severe abnormal stock fluctuations, indicating a potential market sentiment overheating, with 96.91% of revenue from automotive parts and tooling, and only 1.74% from aerospace components [3] - Lijun Co. noted short-term market sentiment overheating in its stock, attributed to increased attention on military aircraft-related stocks due to geopolitical changes [4][5] - Yuzhong A stated that its stock has seen significant short-term gains, but there have been no major changes in its operational environment [8] Group 2: Risk Warnings and Suspensions - Zitian Technology received a delisting risk warning due to false financial reporting, with a deadline for rectification that was not met, leading to a potential delisting [6] - ST Mingjia announced the removal of its delisting risk warning but will continue to face other risk warnings, with a temporary suspension of trading [7] - ST Shengda's stock will be suspended for one day before resuming trading after the removal of other risk warnings [11] Group 3: Mergers and Acquisitions - Guangyang Co. is planning to acquire 100% of Ningbo Yinqiu Technology, leading to a suspension of its stock trading [9] - Electric Power Investment is also planning to acquire shares in Baiyin Hua Coal Power, with its stock set to resume trading [10] Group 4: Shareholder Reductions - Ruiling Co.'s controlling shareholder plans to reduce its stake by up to 3%, with specific figures provided for individual executives [13] - New Meixing's controlling shareholder intends to reduce its stake by up to 3% as well [14] - Yujian Intelligent's actual controllers plan to collectively reduce their stake by up to 2.99% [15] Group 5: Major Contracts - Qunxing Toys announced a 113 million yuan contract with Tencent for providing computing power services [23]
趣睡科技: 成都趣睡科技股份有限公司关于特定股东减持股份预披露公告
Zheng Quan Zhi Xing· 2025-05-18 08:15
Core Viewpoint - Chengdu Qusleep Technology Co., Ltd. announced a share reduction plan by its shareholder, Chengdu Kuanzhai Cultural Industry Investment Group Co., Ltd., which intends to reduce its holdings by up to 793,600 shares, representing no more than 1.98% of the total share capital [1][2]. Group 1: Shareholder Information - Kuanzhai Cultural currently holds 1,605,000 shares, accounting for 4.01% of the total share capital [1]. - The planned reduction will occur within three months from May 23, 2025, to August 22, 2025, through centralized bidding and/or block trading [2]. Group 2: Reduction Plan Details - The maximum number of shares to be reduced is 793,600, which is up to 1.98% of the total share capital, or up to 2.00% of the total share capital excluding repurchased shares [1][2]. - Any adjustments in the number of shares to be reduced will be made in case of dividend distributions or other capital changes [1]. Group 3: Commitments and Compliance - Kuanzhai Cultural made commitments regarding share lock-up and reduction intentions, ensuring compliance with relevant laws and regulations [2][3]. - The company has confirmed adherence to these commitments and has not violated any regulations regarding share reduction [5][6].
趣睡科技(301336) - 成都趣睡科技股份有限公司关于特定股东减持股份预披露公告
2025-05-18 07:45
证券代码:301336 证券简称:趣睡科技 公告编号:2025-027 成都趣睡科技股份有限公司 关于特定股东减持股份预披露公告 公司股东成都宽窄文创产业投资集团有限公司保证向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。 1、成都趣睡科技股份有限公司(以下简称"公司")股东成都宽窄文创产 业投资集团有限公司(以下简称"宽窄文创")目前持有公司股份1,605,000股, 占公司总股本比例4.01%。现宽窄文创计划在本公告披露之日起3个交易日后的3 个月内(2025年5月23日至2025年8月22日)计划通过集中竞价交易和/或大宗交 易方式合计减持公司股份不超过793,600股,占公司总股本比例不超过1.98%(占 公司剔除回购股份后的总股本不超过2.00%)。 (注:截至本公告披露日,公司总股本为40,000,000股;公司总股本 40,000,000股剔除已回购股份318,200股后为39,681,800股) 2、若计划减持期间公司有分红、派息、送股、资本公积金转增股本等除权 除息事项,上述拟减持股份数量将相应进 ...
趣睡科技(301336) - 中国国际金融股份有限公司关于成都趣睡科技股份有限公司2024年度定期现场检查报告
2025-05-16 12:00
成都趣睡科技股份有限公司 2024 年度定期现场检查报告 中国国际金融股份有限公司 关于成都趣睡科技股份有限公司 2024 年度定期现场检查报告 | 保荐机构名称:中国国际金融股份有限公司 | | | | | | | 被保荐公司名称:成都趣睡科技股份有限公司 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | (以下简称"公司") | | | | | | | | | | | 保荐代表人姓名:赵言 联系电话:010-65051166 | | | | | | | | | | | 保荐代表人姓名:尚林争 联系电话:010-65051166 | | | | | | | | | | | 现场检查人员姓名:尚林争 | | | | | | | | | | | 现场检查对应期间:2024 年 月 1 1 12 | 日至 | 2024 | 年 | 月 | 31 | 日("核查期间") | | | | | 现场检查时间:2025 年 月 日 5 6 | | | | | | | | | | | 一、现场检查事项 | | | | | | | | ...