Core Viewpoint - The shareholder, Zhongteng Investment, plans to reduce its stake in Saiwei Times Technology Co., Ltd., holding 21.07% of the total shares, by selling up to 12,103,746 shares, which is 3% of the total share capital, due to personal funding needs [1][2]. Reduction Plan Details - Zhongteng Investment intends to sell shares from October 16, 2025, to January 15, 2026, through centralized bidding and/or block trading [2]. - The maximum number of shares to be sold through centralized bidding within any consecutive 90 days will not exceed 1% of the total share capital, while block trading will not exceed 2% [2]. - The selling price will be determined based on market conditions, and any changes in share capital due to stock dividends or capital increases will adjust the number of shares accordingly, but the percentage of total share capital will remain unchanged [2]. Commitment Fulfillment - Zhongteng Investment has fulfilled its commitments made in the company's IPO documents, including a lock-up period of 12 months during which no shares were transferred [3]. - The commitment to reduce shares after the lock-up period will be conducted in accordance with relevant regulations and disclosure obligations [3]. - Other commitments include avoiding related party transactions with the issuer and adhering to fair principles in any unavoidable transactions [3].

赛维时代公告，持股5%以上股东共青城众腾创业投资合伙企业(有限合伙)持有公司8500.22万股，占 21.07%；因自身资金需求，计划2025年10月16日至2026年1月15日，通过集中竞价和/或大宗交易方式减 持不超过1210.37万股，占公司总股本不超过3%。其中，集中竞价任意连续九十个自然日内减持不超过 1%，大宗交易任意连续九十个自然日内减持不超过2%。 ...

Core Viewpoint - The shareholder, Qiongcheng Zhongteng Venture Capital Partnership (Limited Partnership), plans to reduce its stake in Saiwei Times (301381.SZ) by up to 12,103,746 shares, which represents no more than 3% of the company's total share capital within three months after the announcement [1] Summary by Relevant Sections - Shareholder Action - Qiongcheng Zhongteng intends to reduce its holdings through centralized bidding and/or block trading [1] - The reduction will occur within three months following the announcement date [1] - Shareholding Impact - The planned reduction amounts to a maximum of 12,103,746 shares [1] - This reduction will not exceed 3% of the total share capital of the company [1]

转自：证券时报 人民财讯9月16日电，赛维时代(301381)9月16日晚间公告，股东共青城众腾创业投资合伙企业（有限合 伙）（简称"众腾投资"）持有公司股份8500.22万股，占公司总股本的21.07%，计划以集中竞价和/或大 宗交易方式减持公司股份合计不超过1210.37万股，占公司总股本比例不超过3%。 ...

Core Viewpoint - The shareholder, Qiongcheng Zhongteng Venture Capital Partnership, which holds 21.07% of Saiwei Times (301381.SZ), plans to reduce its stake by up to 12.1 million shares, representing no more than 3% of the company's total share capital within three months after the announcement [1] Summary by Relevant Sections - Shareholder Information - Qiongcheng Zhongteng Venture Capital Partnership holds 21.07% of Saiwei Times [1] - Reduction Plan - The planned reduction involves a maximum of 12.1 million shares [1] - This reduction will not exceed 3% of the company's total share capital [1] - Timeline - The reduction will take place within three months following the announcement, starting fifteen trading days after the disclosure [1]

持股 5%以上股东减持股份预披露公告 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。 证券代码：301381 证券简称：赛维时代 公告编号：2025-056 赛维时代科技股份有限公司 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： 持有本公司股份 85,002,200 股（占本公司总股本比例 21.07%）的股东共青 城众腾创业投资合伙企业（有限合伙）（以下简称"众腾投资"）计划自本公告披 露之日起十五个交易日后的三个月内，以集中竞价和/或大宗交易方式减持本公 司股份合计不超过 12,103,746 股，占公司总股本比例不超过 3%。减持期间内， 公司如有派息、送股、资本公积金转增股本、配股、股份回购注销等股份变动事 项，拟减持股份数量、价格将相应进行调整，但减持股份占公司总股本的比例不 变。 公司近日收到股东众腾投资出具的《关于计划减持公司股份的告知函》，现 将相关情况公告如下: 一、股东的基本情况 1.股东名称：共青城众腾创业投资合伙企业（有限合伙）。 2.股东持有股份的总数量、占公 ...

Group 1 - The core viewpoint of the news is that Saiwei Times has shown fluctuations in stock performance and financial metrics, indicating both growth in revenue and a decline in net profit [1][2]. - As of September 16, Saiwei Times' stock price increased by 2.02% to 24.20 CNY per share, with a market capitalization of 9.764 billion CNY [1]. - The company has experienced a year-to-date stock price increase of 6.33%, with a 1.55% decline over the last five trading days, but a 24.17% increase over the last 60 days [1]. Group 2 - For the first half of 2025, Saiwei Times reported a revenue of 5.346 billion CNY, representing a year-on-year growth of 27.96%, while the net profit attributable to shareholders decreased by 28.18% to 169 million CNY [2]. - The company has distributed a total of 320 million CNY in dividends since its A-share listing [3]. - 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].

北京市金杜（深圳）律师事务所 关于赛维时代科技股份有限公司 2025 年第二次临时股东会 之法律意见书 致：赛维时代科技股份有限公司 北京市金杜（深圳）律师事务所（以下简称本所）接受赛维时代科技股份有 限公司（以下简称公司）委托，根据《中华人民共和国证券法》（以下简称《证 券法》）、《中华人民共和国公司法》（以下简称《公司法》）、中国证券监督 管理委员会（以下简称中国证监会）《上市公司股东会规则》（以下简称《股东 会规则》）等中华人民共和国境内（以下简称中国境内，为本法律意见书之目的， 不包括中国香港特别行政区、中国澳门特别行政区和中国台湾省）现行有效的法 律、行政法规、规章、规范性文件和现行有效的公司章程有关规定，指派律师出 席了公司于 2025 年 9 月 15 日召开的 2025 年第二次临时股东会（以下简称本次 股东会），并就本次股东会相关事项出具本法律意见书。 为出具本法律意见书，本所律师审查了公司提供的以下文件，包括但不限于： 1. 经公司 2025 年第一次临时股东会审议通过的《赛维时代科技股份有限 公司章程》（以下简称《公司章程》）； 2. 公司 2025 年 8 月 29 日刊登于巨潮资讯网 ...

2025 年第二次临时股东会决议公告 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。 特别提示： 1.本次股东会未出现否决议案的情形； 证券代码：301381 证券简称：赛维时代 公告编号：2025-055 赛维时代科技股份有限公司 2.本次股东会不涉及变更以往股东会已通过的决议； 3.本次股东会以现场投票和网络投票相结合的方式召开。 一、会议召开和出席情况 1.股东会届次：2025 年第二次临时股东会 2.股东会的召集人：赛维时代科技股份有限公司（以下简称"公司"）董事 会 3.会议召开的合法、合规性：经公司第四届董事会第四次会议审议通过，决 定召开公司 2025 年第二次临时股东会，召集程序符合有关法律、行政法规、部 门规章、规范性文件和《公司章程》的规定。 4.会议召开的日期、时间： （1）现场会议召开时间：2025 年 9 月 15 日（星期一）下午 15:00 （2）网络投票时间： 通过深圳证券交易所交易系统进行网络投票的具体时间为：2025 年 9 月 15 日上午 9:15-9:25、9:30-11:30 和下午 13:00-15:00； 通过深 ...

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Views - The report highlights the launch of the "Gaode Street Ranking," which aims to reconstruct the trust framework in offline services through real navigation and travel behavior data [23][27] - The report emphasizes the importance of emotional consumption themes and suggests focusing on high-quality companies in high-growth sectors [6][29] Summary by Sections Retail Market Review - The retail industry index closed at 2396.85 points, up 0.85% for the week, underperforming the Shanghai Composite Index, which rose by 1.52% [12][20] - Among retail sub-sectors, the supermarket sector had the highest weekly increase of 4.78%, while the watch and jewelry sector led with a year-to-date increase of 35.68% [14][18] Industry Dynamics - The launch of the "Gaode Street Ranking" is positioned as a significant step for Alibaba to transition from a navigation platform to a comprehensive local service platform, enhancing user experience and trust [23][27] - The ranking system incorporates real user behavior and credit filtering to provide authentic feedback, potentially disrupting the existing "to-store" business landscape dominated by Meituan and Dianping [27][29] Investment Recommendations - Investment Theme 1: Focus on differentiated gold and jewelry brands with deep consumer insights, recommending companies like Laopu Gold and Chaohongji [6][31] - Investment Theme 2: Highlight retail enterprises that adapt to trends and actively explore changes, recommending Yonghui Supermarket and Aiyingshi [6][29] - Investment Theme 3: Emphasize high-quality domestic beauty brands with differentiated capabilities, recommending brands like Maogeping and Pola [6][30] - Investment Theme 4: Focus on differentiated medical beauty product manufacturers, recommending Aimeike and Kedi-B [6][30] Company Performance Highlights - Laopu Gold reported a revenue of 12.354 billion yuan in H1 2025, a year-on-year increase of 250.9%, with a net profit of 2.268 billion yuan, up 285.8% [38][39] - Chaohongji achieved a revenue of 4.102 billion yuan in H1 2025, a 19.5% increase, with a net profit of 331 million yuan, up 44.3% [41][42] - Maogeping reported a revenue of 2.588 billion yuan in H1 2025, a 31.3% increase, with a net profit of 670 million yuan, up 36.1% [31][34]