两融数据显示，该股最新融资余额为1.29亿元，近5日减少1397.05万元，降幅为9.75%。 据天眼查APP显示，赛维时代科技股份有限公司成立于2012年05月31日，注册资本40345.82万人民币。 （数据宝） 赛维时代11月27日大宗交易平台共发生6笔成交，合计成交量330.51万股，成交金额7135.72万元。成交 价格均为21.59元，相对今日收盘价折价8.52%。从参与大宗交易营业部来看，机构专用席位共出现在3 笔成交的买方或卖方营业部中，合计成交金额为6056.21万元，净买入6056.21万元。 证券时报·数据宝统计显示，赛维时代今日收盘价为23.60元，下跌0.17%，日换手率为1.46%，成交额为 6757.94万元，全天主力资金净流入108.94万元，近5日该股累计上涨4.15%，近5日资金合计净流出 2249.71万元。 | 成交量 | 成交金额 | 成交价 | 相对当日收盘 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | （万 | （万元） | 格 | 折溢价（%） | | | | 股） | | （元） | | | ...

证券代码：301381 证券简称：赛维时代 公告编号：2025-081 赛维时代科技股份有限公司 关于持股 5%以上股东权益变动比例触及 1%及 5%整数倍暨披露简式权益变动报告书的提示性公告 持股 5%以上股东共青城众腾创业投资合伙企业（有限合伙）保证向本公司提供的信息 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。 特别提示： 公司于 2025 年 11 月 27 日收到持股 5%以上股东众腾投资《股份减持情况告 知函》和《简式权益变动报告书》，获悉其持有公司股份比例下降至 20.00%， 触及 1%及 5%整数倍。现将本次权益变动情况公告如下： 一、本次权益变动基本情况 （一）股东权益变动触及 1%的具体情况 公司于 2025 年 9 月 16 日披露了《持股 5%以上股东减持股份预披露公告》， 持有公司股份 85,002,200 股（占公司总股本比例 21.07%）的股东众腾投资计划 根据市场情况以集中竞价和/或大宗交易方式减持公司股份合计不超过 12,103,746 股，占公司总股本比例不超过 3%。减持期间为 2025 ...

第1笔成交价格为21.59元，成交37.30万股，成交金额805.31万元，溢价率为-8.52%，买方营业部为机构 专用，卖方营业部为中国中金财富证券有限公司深圳坪山大道证券营业部。 第2笔成交价格为21.59元，成交13.40万股，成交金额289.31万元，溢价率为-8.52%，买方营业部为招商 证券股份有限公司西安北大街证券营业部，卖方营业部为中国中金财富证券有限公司深圳坪山大道证券 营业部。 进一步统计，近3个月内该股累计发生6笔大宗交易，合计成交金额为7135.72万元。该股近5个交易日累 计上涨4.15%，主力资金合计净流出1991.07万元。 第3笔成交价格为21.59元，成交13.40万股，成交金额289.31万元，溢价率为-8.52%，买方营业部为招商 证券股份有限公司西安北大街证券营业部，卖方营业部为中国中金财富证券有限公司深圳坪山大道证券 营业部。 第4笔成交价格为21.59元，成交185.00万股，成交金额3,994.15万元，溢价率为-8.52%，买方营业部为机 构专用，卖方营业部为中国中金财富证券有限公司深圳坪山大道证券营业部。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您 ...

赛维时代 2024 年营收达 103 亿元，同比增长 57%，显示出强劲的增 长势头。服饰品类贡献主要收入，占比 73%，非服饰和物流分别占 23%和 4.5%。 公司已孵化 3 个十亿级品牌，包括男装 COFANCY（22 亿元，同比增长 50%）、家居服 ECO（21 亿元，同比增长 62%）及内衣 Aviva love（9 亿元，同比增长 40%）。北美市场是主要收入来源，占比约 88%，亚马逊平台占比 82%。 赛维时代采用大前台、大中台、小前端的敏捷组织架构，通过自研流行 趋势分析系统及智能选品系统提升运营效率。阿米巴组织架构使小前端 能快速响应市场需求，多个品牌长期位居亚马逊 Best Seller 前列。 公司自研柔性供应链系统，利用遗传算法和 MES 系统，将平均生产周期 从 20-25 天缩短至 10 天左右，并逐步适配更多服装品类，提高柔性生 产能力。 赛维时代构建了头部成熟品牌、中间成长型品牌、新兴成长型品牌三层 次矩阵，覆盖不同消费层次，分散单一品类风险。头部品牌在西班牙市 场具有较强影响力，新兴品牌则瞄准户外露营、智能家居等新兴消费趋 势。 Q&A 赛维时代的公司背景和发展历程是怎样 ...

每经AI快讯，有投资者在投资者互动平台提问：贵公司是否在福建自贸区有业务布局？是否有子公司 在此地区运营？ 赛维时代（301381.SZ）11月26日在投资者互动平台表示，公司在福建自贸区厦门片区设有一家子公 司，其他片区未设有子公司，相关信息可参考公司披露的定期报告。 （文章来源：每日经济新闻） ...

证券日报网讯赛维时代11月25日在互动平台回答投资者提问时表示，根据中国证券登记结算有限公司下 发的定期持有人名册，截至2025年11月20日，公司股东总户数为14209户。 （文章来源：证券日报） ...

Group 1: Market Overview - The A-share market continues to decline, primarily due to external volatility [3] - Global equity markets generally fell, with only Vietnam and India showing gains [3] - Commodity prices mostly decreased, and the China-US interest rate spread narrowed [3] Group 2: Fixed Income and Economic Indicators - The current Gusheng fundamental high-frequency index is 128.8 points, with a year-on-year increase of 6.1 points [3] - The industrial production high-frequency index remains at 127.5, with a year-on-year increase of 5.2 points [3] - The CPI and PPI month-on-month forecasts are both 0.1% [4] Group 3: Company Insights - Wanchen Group - Wanchen Group, established in 2011, became a key national leader in the edible fungus sector, achieving revenue of 540 million yuan in 2024 [6] - The company expanded into the snack retail sector in 2022, rapidly building a store network through acquisitions, reaching 15,365 stores by June 2025 [6] - In the first three quarters of 2025, the snack retail segment generated revenue of 36.16 billion yuan, accounting for 98.9% of total revenue, with a net profit margin of 5.3% in Q3 2025 [6] Group 4: Company Insights - Saiwei Era - Saiwei Era is a technology-driven leader in cross-border apparel, leveraging a digital platform to create a multi-brand matrix [7] - The company is expected to achieve revenues of 12.12 billion, 14.35 billion, and 16.50 billion yuan from 2025 to 2027, with corresponding net profits of 340 million, 570 million, and 710 million yuan [7] Group 5: Company Insights - Miniso - Miniso reported a revenue of 5.8 billion yuan for Q3 2025, reflecting a year-on-year growth of 28.2% [9] - The adjusted net profit for the same period was 767 million yuan, up 11.7% year-on-year, with an operating profit margin of 17.6% [9] - The company is positioned as a global leader in daily goods retail, expanding rapidly through a light-asset model [9] Group 6: Company Insights - Kuaishou - Kuaishou's Q3 2025 revenue reached 35.6 billion yuan, a year-on-year increase of 14.2% [11] - The company recorded a total operating profit of 5.3 billion yuan, with a profit margin of approximately 14.9% [11] - E-commerce GMV grew by 15.2% to 385 billion yuan, with AI models enhancing marketing and operational efficiency [14]

国盛证券研报指出，服饰跨境电商稳健增长，部分新兴服装赛道维持高增。赛维时代为技术驱动的跨境 龙头，深耕服饰领域形成多品牌矩阵。公司依托全链路的数字化中台，打造"大中台+小前端"的组织架 构，配合柔性供应链优势，实现多品类、多品牌延伸。展望后续，公司有望依托数字化筑牢多品牌格 局。首次覆盖给予"买入"评级。 ...

Investment Rating - The report maintains an "Overweight" rating for the retail industry [1] Core Insights - The 2025 Double Eleven sales period saw a total e-commerce sales of approximately 1,695 billion yuan, representing a year-on-year increase of 14.2%. The comprehensive e-commerce platforms accounted for 1,619.1 billion yuan, with a year-on-year growth of 12.3% [4][9] - Instant retail showed remarkable growth, with sales reaching 67 billion yuan during the Double Eleven period, marking a year-on-year increase of 138% [10][15] - Key product categories such as digital appliances, food and beverages, furniture, and pet products experienced significant growth, with pet sales reaching 9.2 billion yuan, up 59% year-on-year [15][16] Summary by Sections Weekly Industry Viewpoint - The Double Eleven sales period was extended, contributing to steady growth in total e-commerce sales. The sales period for 2025 was from October 7 to November 11, compared to October 14 to November 11 in 2024 [9] - Instant retail emerged as a highlight, with substantial growth compared to traditional e-commerce formats [10] Weekly Market Review - From November 10 to November 16, the Shenwan retail index increased by 4.06%, while the Shanghai Composite Index decreased by 0.18% [17] - Year-to-date performance shows the Shenwan retail index up by 8.43%, compared to a 19.06% increase in the Shanghai Composite Index [17][22] Company Valuation Table - The report includes a detailed valuation table for various companies in the retail sector, with specific metrics such as market capitalization and P/E ratios [24][25]

Core Insights - The internet e-commerce sector experienced a 2.6% increase on November 18, with Liren Lizhuang leading the gains [1] - The Shanghai Composite Index closed at 3939.81, down 0.81%, while the Shenzhen Component Index closed at 13080.49, down 0.92% [1] E-commerce Sector Performance - Liren Lizhuang (605136) closed at 11.04, up 9.96% with a trading volume of 312,100 shares [1] - Yiwang Yichuang (300792) closed at 30.55, up 5.86% with a trading volume of 238,500 shares [1] - ST Yigou (002024) closed at 1.85, up 5.11% with a trading volume of 930,900 shares [1] - Other notable performers include Kaichun Co. (301001) up 5.05%, and Qingmu Technology (301110) up 4.62% [1] Capital Flow Analysis - The internet e-commerce sector saw a net inflow of 352 million yuan from institutional investors, while retail investors experienced a net outflow of 314 million yuan [2] - Major stocks like Liren Lizhuang had a net inflow of 151 million yuan from institutional investors, but a net outflow from retail investors of 83.42 million yuan [3] - Yiwang Yichuang also saw a net inflow of 62.44 million yuan from institutional investors, with retail investors withdrawing 48.41 million yuan [3]