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 | ...

证券代码：301381 证券简称：赛维时代 公告编号：2026-003 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 ...

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. ...

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Views - The report highlights the competitive advantage of Qian Dama through its "community small store + daily clearance mechanism + warehouse and cold chain" model, which enhances supply stability and operational efficiency [3][24][35] - The report emphasizes the importance of emotional consumption themes and identifies high-quality companies in high-growth sectors, recommending specific companies across various segments [6][37] Summary by Sections Industry Overview - The retail and social service indices reported a decline of 1.47% and an increase of 1.53% respectively during the week of January 12-16, 2026 [5][13] - The internet e-commerce sector showed the highest growth, with a year-to-date increase of 11.18% [16][19] Company Highlights - Qian Dama has submitted its IPO application to the Hong Kong Stock Exchange, focusing on fresh food retail in the South China market, with a GMV of 9.8 billion yuan in 2024, significantly outperforming its competitors [24][25] - The company operates 2,983 stores, with 2,898 being franchise stores, contributing over 90% of its revenue [25][31] - The report recommends several companies based on their performance and market positioning, including: - Chaohongji, expected to achieve a net profit of 436-533 million yuan in 2025, driven by brand upgrades and channel expansion [39][43] - Meilitiantian Medical Health, projected to see a revenue increase of 28.2% in FY2025H1 [39] - Zhou Dafu, focusing on product structure optimization and store upgrades [39] Investment Themes - Investment Theme 1: Focus on high-end gold and fashion jewelry brands, recommending Chaohongji and Laopu Gold [6][37] - Investment Theme 2: Emphasize retail companies adapting to trends and AI-enabled cross-border e-commerce leaders, recommending Yonghui Supermarket and Aiyingshi [6][37] - Investment Theme 3: Highlight domestic beauty brands that meet emotional value and safety innovation, recommending Maogeping and Pola [6][37] - Investment Theme 4: Focus on differentiated medical beauty product manufacturers and leading medical beauty institutions, recommending Meilitiantian Medical Health and Aimeike [6][37]

Shareholder Reduction - New China Group's shareholder, New Work Group, plans to reduce its stake by no more than 3% [1] - Shuyuan Pingmin's shareholder, Alibaba Health, intends to reduce its stake by no more than 2% [1] - Zhejiang Yongqiang's shareholder, Xie Jianqiang, plans to reduce his stake by no more than 1.13% [1] - Xiangyu Medical's shareholder, Anyang Qixu, intends to reduce his stake by no more than 3% [1] - Zhangyue Technology's shareholder, Quantum Leap, plans to reduce its stake by no more than 1% [1] - Fudan Zhangjiang's shareholder, Yang Zongmeng, has reduced 10.3657 million shares [1] - Saiwei Times' shareholder, Zhongteng Investment, has reduced 12.1037 million shares [1] - Aokang International's shareholder, Xiang Jinyu, has cumulatively reduced 1.21% of the company's shares [1] - Fute Technology's shareholder, Changjiang Weilai Industrial Fund, has cumulatively reduced 1.6492% of the shares [1] - New Giant's shareholder, Suzhou Houqi, has cumulatively reduced 1.4997% of the shares [1] - Baolingbao's shareholder, De Pufutong, has cumulatively reduced 1.10689% of the shares [1] - Hongqiang's actual controller, Liu Lianjun, plans to reduce his stake by no more than 1% [1] - Yashiguangdian's shareholder, Bian Ruiqun, has cumulatively reduced 1.0695% of the shares [1] Other Financial Issues - Ruimao Tong has reported overdue debts amounting to approximately 856 million yuan [1] - *ST Dongjing is under investigation by the Securities Regulatory Commission due to independent director Fu Baoshan's suspected insider trading [1]

Group 1 - The core point of the article is that Saiwei Times reported a total of 15,533 shareholders as of January 9, 2026 [2]

Core Viewpoint - The company, Saiwei Times (301381.SZ), has completed a share reduction plan as notified by Zhongteng Investment, with a total of 12.1037 million shares sold by the investor as of January 13, 2026 [1] Group 1 - The share reduction plan by Zhongteng Investment has been fully implemented [1] - A total of 12.1037 million shares have been reduced by Zhongteng Investment [1]

证券代码：301381 证券简称：赛维时代 公告编号：2026-002 一、股东减持情况 1.股份来源：公司首次公开发行股票前持有的股份 | 股东 名称 | 减持方式 | | | 减持期间 | | | 减持均价 | | 减持股数（股） | 减持比例 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 集中竞价 | 2025 | 年 10 | 月 | 29 | 日至 | 21.94 | 元/股 | 4,034,491 | 1.00% | | | | 2026 | 年 1 | 月 7 | 日 | | | | | | | 众 腾 投资 | 大宗交易 | 2025 2026 | 年 11 | 月 月 13 | 27 日 | 日至 | 19.89 | 元/股 | 8,069,164 | 2.00% | | | | | 年 1 | | | | | | | | | | | | | 合计 | | | | | 12,103,655 | 3.00% | 2.股东减持股份情况 赛维时代科技股份有限公司 关于持股 5%以上股东减持计划实施 ...

Market Overview - The internet e-commerce sector experienced a decline of 1.46% on January 13, with Qingmu Technology leading the drop [1] - The Shanghai Composite Index closed at 4138.76, down 0.64%, while the Shenzhen Component Index closed at 14169.4, down 1.37% [1] Stock Performance - Notable stock performances included: - Saiwei Times (301381) closed at 22.94, up 0.88% with a trading volume of 114,200 shares and a transaction value of 265 million [1] - ST Yigou (002024) closed at 1.66, up 0.61% with a trading volume of 350,700 shares and a transaction value of 57.89 million [1] - Qingmu Technology (301110) closed at 93.10, down 5.97% with a trading volume of 126,800 shares and a transaction value of 1.239 billion [2] Capital Flow - The internet e-commerce sector saw a net outflow of 506 million from main funds, while retail investors contributed a net inflow of 508 million [2] - Detailed capital flow for selected stocks showed: - Liren Lizhuang (605136) had a main fund net inflow of 14.37 million, while retail investors had a net inflow of 1.06 million [3] - ST Yigou (002024) had a main fund net inflow of 7.48 million, but a significant retail outflow of 1.40 million [3]

Core Viewpoint - The trading activity of Saiwei Times on January 12 indicates significant market interest, with a notable discount on bulk transactions compared to the closing price, suggesting potential investment opportunities and market dynamics [2]. Group 1: Trading Activity - On January 12, Saiwei Times recorded 6 bulk transactions totaling 3.0112 million shares, with a total transaction value of 55.7076 million yuan [2]. - The transaction price was 18.50 yuan, reflecting an 18.65% discount relative to the closing price of the day [2]. - Over the past three months, the stock has seen 15 bulk transactions with a cumulative transaction value of 157 million yuan [2]. Group 2: Stock Performance - The closing price of Saiwei Times on January 12 was 22.74 yuan, marking a 4.55% increase, with a daily turnover rate of 5.19% and a total transaction amount of 226 million yuan [2]. - The stock has experienced an 8.44% increase over the past five days, with a net capital inflow of 2.1056 million yuan during the same period [2]. Group 3: Margin Trading Data - The latest margin financing balance for Saiwei Times is 141 million yuan, which has increased by 9.6856 million yuan, representing a growth rate of 7.35% over the past five days [2]. Group 4: Company Background - Saiwei Times Technology Co., Ltd. was established on May 31, 2012, with a registered capital of 403.4582 million yuan [2].