| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300592 | 华凯易佰 | 10.45 | -2.15% | 10.26万 | 1.08亿 | | 002803 | 吉宏股份 | 16.40 | -1.91% | 12.92万 | 2.09亿 | | 603613 | 国联股份 | 27.35 | -1.72% | 14.08万 | 3.88 Z | | 600365 | ST通葡 | 3.26 | -1.21% | 4.62万 | 1506.37万 | | 002024 | ST易购 | 1.70 | -1.16% | 15.56万 | 2654.71万 | | 002127 | 南极电商 | 3.42 | -1.16% | 28.04万 | 9626.10万 | | 605136 | 丽人丽妆 | 11.02 | -0.90% | 17.16万 | 1.89亿 | | 301558 | 三态股份 | 8.16 | -0.73% | 5.66万 | 4629.60万 | | 300792 ...

证券日报网讯12月15日，赛维时代（301381）在互动平台回答投资者提问时表示，截至2025年12月10 日，公司股东总户数为14389户。 ...

Core Insights - The report emphasizes two main investment directions for 2026: recovery sectors focusing on profit inflection points and growth sectors targeting high revenue increases [4][19][20] Recovery Sectors - The duty-free sector is showing signs of recovery with favorable policies enhancing consumption, including expanded product categories and improved shopping convenience [4][19] - The hotel industry is expected to see a gradual improvement in RevPAR, with business and leisure demand stabilizing, indicating a potential operational turning point in Q4 or next year [4][19] - The tourism sector remains resilient despite macroeconomic pressures, with increasing travel volumes and government initiatives aimed at boosting consumption in various travel themes [4][19] Growth Sectors - The beauty industry is experiencing intensified competition, with a focus on channel value reconstruction and brand establishment [4][20] - The gold and jewelry sector is witnessing a recovery, driven by new product launches and an increasing focus on high-end market competition [4][20] - The cross-border e-commerce sector is expected to rebound, supported by stable policies and a decrease in shipping costs, with strong demand from the U.S. market [4][20] Key Company Recommendations - For duty-free, China Duty Free Group is recommended for its long-term growth potential, with attention to Wangfujing and Zhuhai Duty Free Group [4] - In the hotel sector, companies like Jinjiang Hotels, Atour, and Huazhu are highlighted for their growth prospects [4] - In tourism, companies such as Three Gorges Tourism and Changbai Mountain are suggested for monitoring acquisition and new business developments [4] - The beauty sector includes recommendations for brands like Maogeping and Proya, focusing on channel strategies [4] - For gold and jewelry, companies like Chow Tai Fook and Lao Pu Gold are recommended for their market positioning [4] - In retail, companies like Yonghui Supermarket and Xinhua Department Store are noted for their recovery potential [4]

Core Insights - Shenzhen's cross-border e-commerce has seen a remarkable revenue increase of 33 times over the past decade, with annual revenue exceeding 20 billion yuan, showcasing a strong entrepreneurial spirit among the "post-90s" generation [1] - The "Shenzhen Cross-Border Big Sale" initiative aims to comprehensively showcase Shenzhen's innovative practices in cross-border e-commerce through in-depth analyses of listed companies and feature stories on unique sellers [2] - Shenzhen has been recognized as the "capital of cross-border e-commerce" in China, leading the nation in cross-border e-commerce import and export volume for three consecutive years, projected to reach 372 billion yuan in 2024, accounting for nearly 40% of the national total [1] Group 1 - The "Shenzhen Cross-Border Big Sale" initiative will include a series of news reports that deeply analyze the brand journeys of listed companies, highlighting the global success of Shenzhen brands [2] - Shenzhen currently hosts 17 listed cross-border e-commerce companies, including notable names such as Anker Innovations and Ugreen Technology, which serve as benchmarks for other brands looking to expand internationally [2] - Unique sellers, referred to as "dark horse" sellers, are also key subjects of reporting, with examples including a flying camera company generating 1 billion yuan in annual sales and a lawnmower robot that tops Amazon sales charts [2] Group 2 - The initiative will produce supplementary materials such as case studies, quarterly rankings, and brand competitiveness white papers, alongside brand activity systems like offline salons and factory tours to enhance industry collaboration [3] - The campaign will leverage multi-channel dissemination through digital platforms and social media to amplify its reach, utilizing the authoritative media platform of Shenzhen Business News and the digital capabilities of the Read Creation client [3] - The comprehensive approach aims to present a complete picture of Shenzhen's cross-border e-commerce landscape and provide high-quality information services and resource connection platforms for industry development [3]

（文章来源：证券日报） 证券日报网讯 12月4日，赛维时代在互动平台回答投资者提问时表示，截至2025年11月28日，公司股东 总户数为14660户。 ...

Core Viewpoint - The stock of Saiwei Times has experienced a decline in recent trading sessions, with a notable drop in both price and trading volume, indicating potential concerns among investors regarding the company's performance and market position [1][2]. Company Overview - Saiwei Times Technology Co., Ltd. is located in Longgang District, Shenzhen, Guangdong Province, and was established on May 31, 2012. The company went public on July 12, 2023, and primarily engages in technology-driven cross-border e-commerce [1]. - The main business revenue composition includes 92.32% from cross-border e-commerce, 6.53% from logistics services, and 1.16% from other sources [1]. Financial Performance - For the period from January to September 2025, Saiwei Times achieved a revenue of 8.188 billion yuan, representing a year-on-year growth of 20.39%. The net profit attributable to the parent company was 210 million yuan, reflecting a year-on-year increase of 7.34% [2]. - Since its A-share listing, the company has distributed a total of 421 million yuan in dividends [3]. Shareholder Information - As of November 20, 2025, the number of shareholders for Saiwei Times was 14,200, a decrease of 0.24% from the previous period. The average number of circulating shares per person increased by 0.24% to 13,745 shares [2]. - Notable institutional holdings include China Europe Economic Growth Mixed Fund A, which is the fifth-largest circulating shareholder with 2.679 million shares, and Hong Kong Central Clearing Limited, the eighth-largest with 1.6313 million shares, both of which are new shareholders [3]. Market Activity - On December 2, the stock price of Saiwei Times fell by 2.06%, trading at 21.85 yuan per share with a total transaction volume of 23.7428 million yuan and a turnover rate of 0.55%. The total market capitalization stood at 8.816 billion yuan [1]. - The stock has seen a decline of 2.93% year-to-date, with a 6.90% drop over the last five trading days, a 7.81% decline over the last 20 days, and a 1.40% decrease over the last 60 days [1].

Core Viewpoint - Saiwei Times announced that neither the company nor its subsidiaries have provided guarantees for companies or individuals outside the scope of consolidated financial statements, and there are no overdue guarantees, litigation-related guarantees, or losses incurred due to guarantee judgments [2] Group 1 - The company confirmed the absence of guarantees for external entities [2] - There are no overdue guarantees reported by the company [2] - The company is not involved in any litigation related to guarantees [2]

证券代码：301381 证券简称：赛维时代 公告编号：2025-082 赛维时代科技股份有限公司 关于为全资子公司提供担保的进展公告 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。 特别风险提示： 公司提供担保总额已超过最近一期经审计净资产 100%，对资产负债率超过 70%的单位担保金额超过上市公司最近一期经审计净资产 50%，敬请投资者充 分关注担保风险。 一、担保情况概述 赛维时代科技股份有限公司（以下简称"公司"）于 2025 年 10 月 27 日召 开第四届董事会第七次会议，于 2025 年 11 月 14 日召开 2025 年第四次临时股 东会审议通过《关于公司及子公司向金融机构申请综合授信及担保额度预计的 议案》，为满足公司及子公司（合并报表范围内子公司，以下统称"子公司"） 各项日常经营活动开展的资金需求，公司及子公司拟向银行等金融机构申请总 额不超过 68.00 亿元人民币或等值外币的综合授信额度（含存续授信额度）。为 保障上述综合授信融资方案的顺利实施，公司及子公司拟为合并报表范围内的 子公司申请的综合授信额度提供总额度不超过 45.50 ...

Core Viewpoint - The internet e-commerce sector experienced a slight decline of 0.14% on November 28, while the overall market indices showed positive movements, with the Shanghai Composite Index rising by 0.34% and the Shenzhen Component Index increasing by 0.85% [1] Group 1: Market Performance - The internet e-commerce sector's decline contrasts with the overall market performance, indicating sector-specific challenges [1] - The Shanghai Composite Index closed at 3888.6, and the Shenzhen Component Index closed at 12984.08, reflecting broader market gains [1] Group 2: Individual Stock Performance - Notable gainers in the internet e-commerce sector included: - Xinxunda (300518) with a closing price of 18.14, up 4.25% on a trading volume of 172,100 shares and a transaction value of 308 million yuan - ST Tongpu (600365) with a closing price of 3.39, up 3.67% on a trading volume of 72,000 shares and a transaction value of 24.12 million yuan - Lionhead Co. (600539) with a closing price of 11.00, up 1.57% on a trading volume of 36,500 shares and a transaction value of 39.6 million yuan [1] Group 3: Capital Flow - The internet e-commerce sector saw a net outflow of 38.497 million yuan from main funds, while retail investors contributed a net inflow of 26.5276 million yuan, indicating differing investor sentiments [3] - Speculative funds recorded a net inflow of 11.9694 million yuan, suggesting some interest from short-term traders [3]

Core Insights - The article discusses the recent block trading activities of Saiwei Times, highlighting a total transaction volume of 3.3051 million shares and a transaction value of 71.3572 million yuan on November 27 [2][3] - The average transaction price was 21.59 yuan, representing an 8.52% discount compared to the closing price of 23.60 yuan on the same day [2][3] Trading Activity Summary - A total of 6 block trades were executed, with institutional proprietary seats participating in 3 of the transactions, resulting in a net purchase of 60.5621 million yuan [2][3] - The closing price of Saiwei Times on November 27 was 23.60 yuan, with a slight decline of 0.17% and a trading turnover rate of 1.46% [2][3] - The stock experienced a net inflow of 1.0894 million yuan in main funds throughout the day, while the cumulative net outflow over the past 5 days was 22.4971 million yuan, despite a 4.15% increase in stock price during the same period [2][3] Margin Financing Data - The latest margin financing balance for Saiwei Times is 12.9 million yuan, reflecting a decrease of 1.390705 million yuan, or 9.75%, over the past 5 days [3] - Saiwei Times Technology Co., Ltd. was established on May 31, 2012, with a registered capital of 403.4582 million yuan [3]