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. Its main business involves technology-driven cross-border e-commerce [1][2]. - The revenue composition of Saiwei Times includes 92.32% from cross-border e-commerce, 6.53% from logistics services, and 1.16% from other sources [1]. Financial Performance - For the first half of 2025, Saiwei Times achieved a revenue of 5.346 billion yuan, representing a year-on-year growth of 27.96%. However, 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]. Stock Performance - As of September 22, Saiwei Times' stock price was 24.98 yuan per share, with a market capitalization of 10.078 billion yuan. The stock has increased by 9.75% year-to-date, with a 5.31% rise over the last five trading days, 12.02% over the last 20 days, and 25.21% over the last 60 days [1]. - The stock experienced a net outflow of 1.0273 million yuan in principal funds, with significant buying and selling activity from large orders [1]. Shareholder Information - As of August 29, the number of shareholders for Saiwei Times was 16,300, a decrease of 8.01% from the previous period. The average number of circulating shares per person increased by 8.70% to 11,993 shares [2].

Group 1 - The core viewpoint of the news is that Saiwei Times has shown a positive stock performance and financial growth, despite a decrease in net profit [1][2] - As of September 18, Saiwei Times' stock price increased by 2.07% to 25.15 CNY per share, with a market capitalization of 10.147 billion CNY [1] - The company has experienced a year-to-date stock price increase of 10.50%, with significant gains over various trading periods: 4.01% in the last 5 days, 11.78% in the last 20 days, and 28.12% in the last 60 days [1] Group 2 - For the first half of 2025, Saiwei Times reported a revenue of 5.346 billion CNY, reflecting a year-on-year growth of 27.96% [2] - The company's net profit attributable to shareholders was 169 million CNY, which represents a year-on-year decrease of 28.18% [2] - Since its A-share listing, Saiwei Times has distributed a total of 421 million CNY in dividends [3] Group 3 - Saiwei Times primarily operates in the cross-border e-commerce sector, with 92.32% of its revenue coming from this business, while logistics services contribute 6.53% and other services account for 1.16% [1] - The company is categorized under the Shenyin Wanguo industry classification of retail trade - internet e-commerce - cross-border e-commerce [1] - As of August 29, the number of shareholders for Saiwei Times was 16,300, a decrease of 8.01% from the previous period, with an average of 11,993 circulating shares per shareholder, an increase of 8.70% [2]

证券日报网讯 9月17日晚间，赛维时代发布2025年半年度权益分派实施公告称，公司2025年半年度权益 分派方案为每10股派发现金红利人民币2.50元（含税），股权登记日为2025年9月23日，除权除息日为 2025年9月24日。 （文章来源：证券日报） ...

证券代码：301381 证券简称：赛维时代 公告编号：2025-057 赛维时代科技股份有限公司 2025 年半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。 2.自上述利润分配预案披露至实施期间，公司股本总额未发生变化。 3.本次实施的分配方案与公司 2025 年第二次临时股东会审议通过的利润分 配预案及其调整原则一致。 4.本次实施分配方案距离股东会审议通过利润分配预案时间未超过两个月。 二、本次实施的权益分派方案 本公司 2025 年半年度权益分派方案为：以公司现有总股本 403,458,200 股为 基数，向全体股东每 10 股派 2.500000 元人民币现金（含税；扣税后，通过深股 通持有股份的香港市场投资者、QFII、RQFII 以及持有首发前限售股的个人和证 券投资基金每 10 股派 2.250000 元；持有首发后限售股、首发后可出借限售股、 股权激励限售股及无限售流通股的个人股息红利税实行差别化税率征收，本公司 暂不扣缴个人所得税，待个人转让股票时，根据其持股期限计算应纳税额【注】； 持有首发后可出借限售股、首发后限售 ...

证券代码：301381 证券简称：赛维时代 公告编号：2025-058 赛维时代科技股份有限公司董事会薪酬与考核委员会 关于2025年限制性股票激励计划激励对象名单的 公示情况说明及核查意见 本公司及薪酬与考核委员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。 2025年9月5日，赛维时代科技股份有限公司（以下简称"公司"）召开第四届董 事会第五次会议，审议通过了《关于公司<2025年限制性股票激励计划（草案）>及其 摘要的议案》等相关议案，根据《上市公司股权激励管理办法》（以下简称"《管理办 法》"）、《深圳证券交易所创业板股票上市规则》（以下简称"《上市规则》"）、《深 圳证券交易所创业板上市公司自律监管指南第1号——业务办理》（以下简称"《自律 监管指南》"）和《赛维时代科技股份有限公司章程》（以下简称"《公司章程》"）的 相关规定，公司对2025年限制性股票激励计划（以下简称"本次激励计划"或"本激励计 划"）激励对象的姓名和职务在公司内部进行了公示，公司董事会薪酬与考核委员会结 合公示情况对激励对象进行核查，相关公示情况及核查意见说明如下： 1、公司对激励对象 ...

Core Viewpoint - The stock of Saiwei Times (301381.SZ) experienced a decline of 5.9% to 23.6 yuan following the announcement of a planned share reduction by a major shareholder [1] Group 1: Shareholder Actions - The shareholder, Qiongcheng Zhongteng Venture Capital Partnership, which holds 21.07% of the company's shares, plans to reduce its holdings by up to 12.1 million shares [1] - This reduction will account for no more than 3% of the company's total share capital [1]

Core Viewpoint - The company, Saiwei Times, is experiencing significant shareholder sell-offs and declining profitability despite revenue growth, indicating potential challenges ahead in the cross-border e-commerce sector [1][2]. Group 1: Shareholder Activity - Shareholder Zhongteng Investment plans to reduce its stake by up to 12.1 million shares, representing no more than 3% of the total share capital, within three months from the announcement date [1]. - In the previous period, Zhongteng Investment had already sold 8.002 million shares, raising approximately 196 million yuan [1]. - Another shareholder, Xinrui Jitai, sold 15.99674 million shares, realizing about 394 million yuan [1]. Group 2: Company Performance - In 2024, the company reported revenue of 10.28 billion yuan, a year-on-year increase of 56.5%, but the net profit attributable to shareholders decreased by 36.2% to 214 million yuan [1]. - For the first half of 2025, the company achieved revenue of 5.346 billion yuan, a year-on-year growth of 27.96%, while the net profit fell by 28.18% to 169 million yuan [2]. Group 3: Stock Market Performance - The stock price of Saiwei Times has been on a downward trend since reaching a peak of 52.47 yuan shortly after its listing, dropping to a low of 16.49 yuan [2]. - As of September 16, the stock price increased by 5.73%, closing at 25.08 yuan per share, which is still significantly lower than its peak [2].

Core Viewpoint - Several listed companies in the Shanghai and Shenzhen stock markets announced significant developments, including financing arrangements, asset sales, and strategic partnerships, which may present investment opportunities and risks for investors [4][5][6][8][9][10]. Financing and Borrowing - Vanke A announced that its largest shareholder, Shenzhen Metro Group, will provide a loan of up to 2.064 billion yuan to repay bond principal and interest, with a loan term of no more than three years and a floating interest rate based on the LPR minus 66 basis points [4]. - Jianfeng Group obtained a loan commitment of up to 36 million yuan from China Merchants Bank for stock repurchase, with a loan term of no more than 36 months at an interest rate of 1.8% [11]. Asset Sales and Acquisitions - Angli Education plans to sell 100% of Kensington Park School Limited for 80,000 pounds (approximately 760,100 yuan) to alleviate financial pressure [5]. - Guang'an Aizhong intends to acquire 90% of Qitai Hengtai at a price of 0 yuan, with plans for further investment in renewable energy projects [12][13]. - Suzhou Planning aims to acquire 80% of Kunshan Development Zone Architectural Design Institute for 831,720 yuan [18]. Regulatory and Compliance Issues - Haohai Biotechnology's controlling shareholder received an administrative penalty notice from the CSRC for suspected insider trading, although it is stated that this will not significantly impact the company's operations [7]. - Yunding Technology received a warning letter from the Shandong Securities Regulatory Bureau for inaccurate financial disclosures in its 2015 annual report [8]. Performance and Forecasts - Brothers Technology expects a net profit of 100 million to 115 million yuan for the first three quarters of 2025, representing a year-on-year increase of 207.32% to 253.42%, driven by rising prices of certain vitamin products and improved production efficiency [21]. Strategic Partnerships and Contracts - Jiuzhou Yiqu signed a strategic cooperation agreement with China Electric Power Construction Group Chengdu Survey and Design Institute to enhance collaboration in the rail transit sector [22]. - Luxiao Technology's subsidiary signed a strategic cooperation agreement to develop AI service robots for the US and European markets, aiming to sell at least 1 million units by 2026-2028 [23]. - China Shipbuilding Technology signed a green methanol sales contract worth approximately 40 million USD per year, with potential increases based on customer demand [24]. Stock Transactions and Shareholder Actions - Several companies, including Maidi Technology and Xin Hua Co., announced plans for shareholders to reduce their stakes, with reductions ranging from 1.7% to 3% of total shares [29][30][31][34][35].

Group 1 - On September 16, 26 A-share listed companies disclosed share reduction plans, including companies like XinHua Co., MaiDi Technology, and ChengBang Co. [1] - Suzhou Bank's 12 directors and senior management completed a share buyback plan, with a total investment of nearly 5 million yuan [2] - LiXun Precision's vice chairman completed a share buyback of 200 million yuan, accumulating a total of 5 to 7 million yuan in 2022 [2] Group 2 - XinHua Co. plans to reduce holdings by no more than 75,200 shares [3] - MaiDi Technology's shareholders plan to collectively reduce 1.71% of the company's shares [3] - ChengBang Co. shareholders plan to reduce no more than 0.5% of the company's shares [3] - Other companies with planned reductions include Aters (2.04%), ZhongYou Technology (3%), and DeYe Co. (158,050 shares) [3]

Summary of Key Points Core Viewpoint - On September 16, several companies disclosed their shareholding changes, with notable increases in holdings by some executives and significant reductions by others, indicating varied market sentiments and potential investment opportunities. Group 1: Increased Holdings - Suzhou Bank's 12 executives completed their share buyback plan, with a total investment of nearly 5 million yuan [3] - Luxshare Precision's Vice Chairman Wang Laisheng completed a 200 million yuan share buyback, bringing the total for 2022 to 500 million yuan [3] Group 2: Decreased Holdings - Newhua Co. plans to reduce holdings by up to 75,200 shares [3] - MediTech shareholders plan to collectively reduce 1.71% of the company's shares [3] - Chengbang Co. shareholders plan to reduce up to 0.5% of the company's shares [3] - Chahua Co.'s Director and Deputy General Manager Chen Zhihai plans to reduce up to 40,000 shares [3] - Artis shareholders plan to reduce up to 2.04% of the total share capital [3] - Zhongyou Technology shareholders plan to reduce up to 3% of the company's shares [3] - Deyang Co. plans to reduce up to 1.5805 million shares [3] - Changhua Group plans to reduce up to 5.3806 million repurchased shares [3] - Tiancheng Technology shareholders plan to reduce up to 1.68% of the company's shares [3] - Anzheng Fashion plans to reduce up to 1.87004 million repurchased shares [3] - Sichuan Gold shareholders plan to reduce a total of 1.5938% of the company's shares [3] - Zhongyan Co. plans to reduce up to 30,000 shares [3] - Fuchuang Precision shareholders plan to reduce up to 3% of the company's shares [3] - Beifang Huachuang plans to reduce 2.5919 million shares through centralized bidding [3] - Xiamen Tungsten plans to reduce up to 1% of Tengyuan Mining's shares [3] - Changgao Electric plans to reduce 3.465 million shares of its associate company [3] - Xinghua New Materials' specific shareholder plans to reduce 1.17% of the company's shares [3] - Tonghe Technology shareholders plan to reduce up to 3% of the company's shares [3] - Anlian Ruishi's Director Shen Lei plans to reduce up to 100,000 shares [3] - Yidong Electronics' controlling shareholder plans to reduce up to 2.96% of the total share capital [3] - Saiwei Times shareholders plan to reduce up to 3% of the company's shares [3] - Tiandi Digital shareholders plan to reduce up to 2.96% of the total share capital [3] - Wanjie Technology's Director and Deputy General Manager Liu Huaiqi plans to reduce up to 386,000 shares [3] - Haitai New Light's actual controller's concerted action plans to reduce up to 0.2102% of the shares [3] - Tengyuan Mining's Xiamen Tungsten and Changjiang Chen Dao plan to reduce up to 2% of the total share capital [3] - Yayi International's Director and senior management plan to reduce up to 540,000 shares [3]