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].

Market Performance - The internet e-commerce sector increased by 5.51% on January 12, with 壹网壹创 leading the gains [1] - The Shanghai Composite Index closed at 4165.29, up 1.09%, while the Shenzhen Component Index closed at 14366.91, up 1.75% [1] Stock Highlights - 壹网壹创 (300792) closed at 42.18, with a rise of 20.00% and a trading volume of 363,000 shares [1] - 青木科技 (301110) saw a closing price of 99.01, up 17.51% with a trading volume of 146,300 shares [1] - 凯淳股份 (301001) closed at 35.75, increasing by 13.10% with a trading volume of 97,200 shares [1] - 焦点科技 (002315) closed at 58.30, up 9.44% with a trading volume of 136,350 shares [1] - 华凯易佰 (300592) closed at 13.22, increasing by 8.81% with a trading volume of 544,900 shares [1] Capital Flow - The internet e-commerce sector experienced a net inflow of 134 million yuan from institutional investors, while retail investors contributed a net inflow of 71.76 million yuan [2] - Retail funds saw a net outflow of 206 million yuan from speculative funds [2] Individual Stock Capital Flow - 壹网壹创 had a net inflow of 78.46 million yuan from institutional investors, but a net outflow of 64.39 million yuan from retail investors [3] - 青木科技 experienced a net inflow of 55.07 million yuan from institutional investors, with a net outflow of 55.08 million yuan from retail investors [3] - 凯淳股份 had a net inflow of 34.29 million yuan from institutional investors, while retail investors saw a net outflow of 19.22 million yuan [3]

证券代码：301381 证券简称：赛维时代 公告编号：2026-001 1.基本情况 | 信息披露义务人 | 共青城众腾创业投资合伙企业（有限合伙） | | | | | | --- | --- | --- | --- | --- | --- | | 住所 | 江西省九江市共青城市基金小镇内 | | | | | | 权益变动时间 | 2025 年 12 月 17 日至 | 2026 年 1 月 8 | 日 | | | | 权益变动过程 | 年 月 日至 2025 12 17 方式累计减持公司股份 | 年 月 2026 1 8 4,573,350 | 日通过集中竞价和大宗交易 股，减持后持股比例为 | 18.87% | | | 股票简称 | 赛维时代 | 股票代码 | 301381 | | | | 变动类型（可多选） | 上升□ 下降☑ | 一致行动人 | 有□ | 无☑ | | | 是否为第一大股东或实 是□ 际控制人 | 否☑ | | | | | | 2.本次权益变动情况 | | | | | | | 股份种类（A 股、B 股等） | 减持股数（万股） | | | 减持比例（%） | | | 股 A | | 4 ...

Group 1 - The core viewpoint of the article is that Saiwei Times has established a wholly-owned subsidiary, Shenzhen Zhichuang Yuntu Technology Co., Ltd., which will focus on the application development of artificial intelligence in the cross-border e-commerce sector [1] - The subsidiary is set to be established in October 2025 and will engage in AI application development, big data services, and AI solutions for cross-border e-commerce [1]

Group 1 - The company, Saiwei Times, reported that as of December 31, 2025, the total number of shareholders is 14,594 [2]

Investment Rating - The report maintains a "Buy" rating for the industry, indicating a positive outlook for the sector's performance in the coming months [5]. Core Insights - The report highlights the encouragement of travel and cultural consumption through policies aimed at enhancing employee leisure activities, which is expected to boost the travel and cultural sectors significantly [2][4]. - The introduction of additional public holidays and policies supporting paid leave is anticipated to stimulate cultural and tourism consumption, particularly during traditionally low seasons [4]. - Data from travel platforms indicates a substantial increase in ticket bookings during recent holiday periods, showcasing a growing consumer interest in travel and leisure activities [3]. Summary by Sections Policy Initiatives - The report discusses the issuance of guidelines by various government bodies to promote employee cultural and sports activities, allowing for up to four organized trips per year and the distribution of cultural consumption vouchers [1][2]. Market Trends - Significant growth in ticket bookings was observed during the autumn and snow holidays, with some regions reporting increases of over 300% in ticket reservations compared to previous years [3]. - The report notes that the policy-driven encouragement of travel is likely to transform traditionally slow tourism periods into more active seasons, benefiting sectors such as duty-free, hotels, and sports events [4]. Investment Recommendations - The report suggests focusing on sectors with potential for growth, particularly in Hainan and during the upcoming Spring Festival, as well as sectors benefiting from new consumer trends and favorable policies [5][8]. - Specific companies are recommended for investment, including those in the duty-free, hotel, and new retail sectors, which are expected to perform well in the current market environment [8].

Market Overview - The internet e-commerce sector increased by 0.19% on January 6, with Nanji E-commerce leading the gains [1] - The Shanghai Composite Index closed at 4083.67, up by 1.5%, while the Shenzhen Component Index closed at 14022.55, up by 1.4% [1] Stock Performance - Key stocks in the internet e-commerce sector showed varied performance, with Nanji E-commerce closing at 3.27, up by 1.55%, and Kuaijingtong at 4.62, up by 1.09% [1] - Other notable stocks included Xinghui Co., which rose by 0.79% to 6.41, and Guolian Co., which increased by 0.60% to 28.36 [1] Trading Volume and Value - The trading volume and value for Nanji E-commerce reached 391,900 shares and 128 million yuan, respectively [1] - Kuaijingtong had a trading volume of 819,800 shares with a transaction value of 376 million yuan [1] Capital Flow - The internet e-commerce sector experienced a net outflow of 123 million yuan from institutional investors, while retail investors saw a net inflow of 155 million yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors increased their positions [2] Individual Stock Capital Flow - Xinghui Co. had a net inflow of 10.24 million yuan from institutional investors, while retail investors showed a net outflow of 9.05 million yuan [3] - Nanji E-commerce saw a net inflow of 2.46 million yuan from institutional investors, with retail investors contributing a net inflow of 1.11 million yuan [3]