Core Viewpoint - The company reported a decrease in the number of shareholders and a mixed performance in its financial results for the first half of the year [2] Shareholder Information - As of September 30, the number of shareholders was 15,180, a decrease of 2,737 from the previous period (September 20), representing a decline of 15.28% [2] Stock Performance - The closing price of the company's stock was 24.21 yuan, reflecting an increase of 0.54%. However, since the concentration of shares began, the stock price has cumulatively decreased by 4.07%, with 4 days of increases and 5 days of decreases during the period [2] Financial Performance - For the first half of the year, the company achieved operating revenue of 5.346 billion yuan, a year-on-year increase of 27.96%. However, net profit was 169 million yuan, a year-on-year decrease of 28.18%. The basic earnings per share were 0.4226 yuan, and the weighted average return on equity was 6.60% [2]

Group 1 - The company, Saiwei Times (301381), reported that as of September 19, 2025, the total number of shareholders is 17,917 [1]

Core Viewpoint - The company announced the resignation of independent director Wu Xingyu due to personal work reasons, and the process for selecting a new independent director will be expedited [1] Group 1 - Wu Xingyu has applied to resign from his position as an independent director of the company's fourth board of directors [1] - In addition to his role as an independent director, Wu Xingyu will also resign from his positions as the chairman of the remuneration and assessment committee and as a member of the strategic committee [1] - The resignation will take effect after the shareholders' meeting elects a new independent director, and Wu Xingyu will continue to fulfill his duties until then [1]

证券代码：301381 证券简称：赛维时代 公告编号：2025-064 赛维时代科技股份有限公司 关于公司独立董事辞职的公告 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、误导性陈述或者重大遗漏。 赛维时代科技股份有限公司（以下简称"公司"）董事会于近日收到独立董 事吴星宇先生提交的书面辞职报告，吴星宇先生因个人工作原因申请辞去公司第 四届董事会独立董事职务，同时辞去董事会薪酬与考核委员会主任委员、董事会 战略委员会委员职务，其辞职后将不再担任公司任何职务。吴星宇先生上述职务 原定任期为自第四届董事会选举完成之日至2026年5月31日。 鉴于吴星宇先生的离任将导致公司独立董事占董事会全体成员的比例低于三 分之一，根据《公司法》《深圳证券交易所上市公司自律监管指引第1号—创业板 上市公司规范运作》和《公司章程》的有关规定，吴星宇先生的辞职将在股东会 选出新任独立董事后生效，在此之前吴星宇先生将继续履职。公司将尽快完成独 立董事的补选工作。 截至本公告披露日，吴星宇先生未持有公司股票，不存在应当履行而未履行 的承诺事项。吴星宇先生在担任公司独立董事期间独立公正、勤勉尽责，公司董 事会对 ...

Core Viewpoint - The company has developed an ERP system that is exclusively for internal use and does not offer it as a commercial product [2] Group 1 - An investor inquired about the company's ERP business on an investor interaction platform [2] - The company confirmed that its self-developed ERP system is only utilized internally [2]

格隆汇9月30日丨赛维时代(301381.SZ)在投资者互动平台表示，公司自主研发的erp系统仅供公司内部使 用。 ...

Market Overview - On September 26, the internet e-commerce sector declined by 1.17% compared to the previous trading day, with Liren Lizhuang leading the decline [1] - The Shanghai Composite Index closed at 3828.11, down 0.65%, while the Shenzhen Component Index closed at 13209.0, down 1.76% [1] Stock Performance - Notable gainers included: - Jihong Co., Ltd. (002803) with a closing price of 20.83, up 9.98% and a trading volume of 236,000 shares, totaling 491 million yuan [1] - Xinghui Co., Ltd. (300464) with a closing price of 6.08, up 7.23% and a trading volume of 501,200 shares, totaling 302 million yuan [1] - Major decliners included: - Liren Lizhuang (605136) with a closing price of 10.80, down 5.51% and a trading volume of 311,600 shares, totaling 341 million yuan [2] - Jiyuan Technology (002315) with a closing price of 46.28, down 4.50% and a trading volume of 82,300 shares, totaling 386 million yuan [2] Capital Flow - The internet e-commerce sector experienced a net outflow of 179 million yuan from institutional investors, while retail investors saw a net inflow of 203 million yuan [2] - The capital flow for specific stocks showed: - Jihong Co., Ltd. had a net outflow of 32.91 million yuan from institutional investors [3] - San Tai Co., Ltd. (301558) had a net inflow of 11.11 million yuan from institutional investors [3] - ST Tongpu (600365) had a net inflow of 1.48 million yuan from institutional investors [3]

Group 1 - The core viewpoint of the news highlights the trading performance and financial metrics of Weide Information, indicating a significant net financing outflow on September 25, with a total financing balance of 115 million yuan, representing 2.65% of the circulating market value [1] - On September 25, Weide Information had a financing buy-in of 15.74 million yuan, while the financing repayment was 36.41 million yuan, resulting in a net financing buy-in of -20.66 million yuan [1] - The company has a high financing balance, exceeding the 70th percentile of the past year, indicating a relatively elevated level of financing activity [1] Group 2 - As of June 30, Weide Information had 3,482 shareholders, a decrease of 23.25% from the previous period, while the average circulating shares per person increased by 30.30% to 14,746 shares [2] - For the first half of 2025, Weide Information reported a revenue of 46.29 million yuan, reflecting a year-on-year growth of 22.03%, and a net profit attributable to shareholders of 3.11 million yuan, up 13.08% year-on-year [2] Group 3 - Since its A-share listing, Weide Information has distributed a total of 39.16 million yuan in dividends, with 22.41 million yuan distributed over the past three years [3]

Group 1: Policy Measures - The Ministry of Commerce and nine other departments released measures to promote service exports, focusing on fiscal, financial, and facilitation aspects [1] - The measures include 13 specific initiatives, such as enhancing support for key areas and projects in service exports and optimizing tax refund processes [1] - Financial policies emphasize increasing export credit insurance support and improving financial services for small and micro enterprises [1] Group 2: Cross-Border E-commerce Growth - China's cross-border e-commerce trade has shown stable growth, with exports expected to exceed 2.15 trillion yuan in 2024, marking a 16.9% increase from 2023 [2] - Over 70% of surveyed enterprises anticipate stable or growing cross-border e-commerce imports and exports in 2025 [2] - Taobao's cross-border business plans to invest 1 billion yuan in marketing subsidies for the upcoming "Double 11" event, aiming to double overseas transactions for 100,000 merchants [2] Group 3: Competitive Landscape - AliExpress launched a "Super Brand Going Global Plan," aiming to compete directly with Amazon by offering lower costs for higher sales [3] - The number of new brands on AliExpress increased by 70% in the first half of the year, with over 500 brands doubling their sales [3] - Analysts suggest that cross-border e-commerce platforms will benefit from rising demand for overseas services and increased buyer traffic in non-U.S. regions [3][4] Group 4: Company Performance - Zibuyu reported a 34.1% increase in total revenue to approximately 1.9613 billion yuan for the first half of 2025, driven by brand development and expansion beyond Amazon [5] - JD Group's revenue grew by 22.4% year-on-year in the second quarter, achieving a three-year high, with expectations for further margin improvement [6] - Pinduoduo initiated a significant support program for merchants, aiming to enhance quality development across various regions [6] Group 5: Stock Recommendations - Analysts recommend companies with strong brand potential and improving performance, including Anker Innovation and Ugreen Technology in the B2C sector, and Xiaogoods City in the B2B sector [4] - Other recommended companies for overseas expansion include Miniso and Kangnait Optical [4] - Zhongtong Express received an upgraded rating from "Outperform" to "Buy," with a target price increase based on improved industry pricing conditions [7]

Group 1 - The core viewpoint of the news is that Saiwei Times has experienced fluctuations in its stock performance and financing activities, indicating a high level of trading activity and investor interest [1][2]. - On September 23, Saiwei Times' stock price fell by 2.25%, with a trading volume of 210 million yuan. The net financing buy was -5.37 million yuan, with a total financing and margin balance of 149 million yuan [1]. - The company has a high financing balance, accounting for 3.11% of its market capitalization, which is above the 90th percentile level over the past year [1]. Group 2 - As of August 29, the number of shareholders for Saiwei Times was 16,300, a decrease of 8.01% from the previous period, while the average circulating shares per person increased by 8.70% to 11,993 shares [2]. - For the first half of 2025, Saiwei Times reported a revenue of 5.346 billion yuan, representing a year-on-year growth of 27.96%, while the net profit attributable to shareholders decreased by 28.18% to 169 million yuan [2]. - Since its A-share listing, Saiwei Times has distributed a total of 421 million yuan in dividends [3].