Core Viewpoint - The company has successfully acquired a piece of land in Longgang District, Shenzhen, for the purpose of developing a global innovation and digital operation center, aligning with its overall development strategy [1] Group 1: Land Acquisition Details - The company won the state-owned land use rights for a total price of 154 million yuan [1] - The land area is 26,863.91 square meters, designated for new industrial and transportation facilities [1] - Payment for the land will be made in two installments of 77 million yuan each, due by November 12, 2025, and October 22, 2026 [1] Group 2: Strategic Implications - The acquisition supports the construction of the global innovation and digital operation center project, which is essential for the company's future operational needs [1] - The move is in line with the company's overall development strategy and is not expected to significantly impact its financial status or operational results [1]

证券代码：301381 证券简称：赛维时代 公告编号：2025-078 赛维时代科技股份有限公司 关于拟购买土地使用权的进展公告 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。 一、交易概述 赛维时代科技股份有限公司（以下简称"公司"）于 2024 年 8 月 8 日召开 第三届董事会第十九次会议，审议通过了《关于拟购买土地使用权的议案》， 为了扩大公司经营规模，公司或全资子公司拟使用自有资金或自筹资金不超过 人民币 21,000 万元（最终金额以土地招拍挂结果为准）购买土地使用权。公司 于 2025 年 10 月 13 日按照法定程序参与了深圳交易集团有限公司土地矿业权业 务分公司举办的宗地号为 G01062-0199 的国有建设用地使用权挂牌出让活动， 最终以人民币 15,400 万元竞得本次出让宗地，并与深圳交易集团有限公司土地 矿业权业务分公司签署了《成交确认书》。具体内容详见披露于巨潮资讯网 （www.cninfo.com.cn）的《关于拟购买土地使用权的公告》（2024-041）、《关 于拟购买土地使用权的进展公告》（2025-065）。 受让人： ...

Group 1: Brand Strategy - The company adopts differentiated development strategies for leading and small-to-medium brands, focusing on brand promotion and local influence for leading brands, while leveraging online promotion and digital operations for smaller brands [3][4]. - The brand incubation strategy involves focusing on core brands for breakthrough growth, adjusting resource allocation based on competitive environment and market opportunities [4]. Group 2: Sales Performance - Leading brands, such as men's clothing and homewear, have reached a sales volume of 2 billion, indicating a significant scale in the Amazon platform [5]. - The company aims to explore new growth paths by enhancing brand influence, leveraging digital capabilities, and developing new regions and channels [5]. Group 3: Market Expansion - The company is actively expanding offline channels, collaborating with major retailers like Walmart, Sams, and Target, and progressing with negotiations with TJ Maxx and Costco [8]. - The focus remains on expanding in the U.S. and Europe, with significant growth in the European market anticipated in 2024 [10]. Group 4: Supply Chain Management - The company has preemptively established overseas supply chains to balance short-term cost-effectiveness with long-term strategic planning, primarily sourcing orders from China due to its stability and efficiency [9]. - Plans are in place to explore supply chain resources in Southeast Asia and Africa to ensure flexibility in supplier order planning [9]. Group 5: Competitive Landscape - The company is building a comprehensive defense system against market competition by enhancing brand promotion for leading brands and improving operational efficiency for smaller brands [12]. - The sales from Temu and TikTok combined account for approximately 5% of total sales, with distinct operational strategies for each platform [12].

Core Insights - The company reported third-quarter revenue of 25.5295 million yuan, representing a year-on-year growth of 0.48% [1] - Net profit for the third quarter was 1.254 million yuan, showing a significant decline of 49.04% year-on-year [1] - For the first three quarters, the company achieved revenue of 71.8205 million yuan, which is a year-on-year increase of 13.39% [1] - However, net profit for the first three quarters was 4.3613 million yuan, reflecting a year-on-year decrease of 16.27% [1]

Market Overview - The internet e-commerce sector declined by 1.87% on October 30, with Saiwei Times leading the drop [1] - The Shanghai Composite Index closed at 3986.9, down 0.73%, while the Shenzhen Component Index closed at 13532.13, down 1.16% [1] Individual Stock Performance - Notable gainers included Xinxunda, which rose by 3.87% to close at 16.11, with a trading volume of 196,300 shares and a turnover of 319 million yuan [1] - Saiwei Times experienced the largest decline, falling by 6.67% to 23.35, with a trading volume of 106,800 shares and a turnover of 256 million yuan [2] - Other significant decliners included Xinghui Co. (-3.58%), Kuaijingtong (-3.42%), and Aoki Technology (-3.00%) [2] Capital Flow Analysis - The internet e-commerce sector saw a net outflow of 315 million yuan from institutional investors, while retail investors contributed a net inflow of 203 million yuan [2][3] - Among individual stocks, Xinxunda had a net outflow of 22.22 million yuan from institutional investors, while it saw a net inflow of 18.83 million yuan from retail investors [3] - Saiwei Times had a minor net outflow of 341,900 yuan from institutional investors, but a net inflow of 220,640 yuan from retail investors [3]

Group 1 - The core point of the news is that Saiwei Times experienced a decline of 5.08% in stock price, closing at 23.75 yuan per share, with a trading volume of 1.57 billion yuan and a turnover rate of 3.32%, resulting in a total market capitalization of 95.82 billion yuan [1] - Saiwei Times Technology Co., Ltd. is located in Longgang District, Shenzhen, Guangdong Province, established on May 31, 2012, and listed on July 12, 2023. The company's main business involves technology-driven cross-border e-commerce [1] - 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] Group 2 - Among the top ten circulating shareholders of Saiwei Times, a fund under China Europe Fund ranks as a new entrant, holding 2.679 million shares, which accounts for 1.37% of the circulating shares. The estimated floating loss today is approximately 3.4023 million yuan [2] - The China Europe Prosperity Selected Mixed A Fund (020876) was established on April 23, 2024, with a latest scale of 1.052 billion yuan. Year-to-date returns are 55.86%, ranking 948 out of 8152 in its category; the one-year return is 60.72%, ranking 666 out of 8038; and since inception, the return is 73.97% [2] Group 3 - The fund manager of China Europe Prosperity Selected Mixed A Fund is Zhang Xueming, who has been in the position for 1 year and 191 days. The total asset scale of the fund is 6.741 billion yuan, with the best fund return during his tenure being 71.31% and the worst being 9.38% [3]

证券代码：301381 证券简称：赛维时代 公告编号：2025-077 | 是否为第一大股东或实 际控制人 | 是□ 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 | 100 | | | 0.25 | | 合计 | | 100 | 0.25 | | | | 通过证券交易所的集中交易 ☑ | | | | | 本次权益变动方式 | 通过证券交易所的大宗交易 □ | | | | | | 其他 □（请注明） | | | | | 本次增持股份的资金来 | 自有资金 银行贷款 □ □ | | | | | 源 | 其他金融机构借款 股东投资款 □ | □ | | | | | 其他 不涉及资金来源 □ | | □ | | | 3.本次变动前后，投资者及其一致行动人拥有上市公司权益的股份情况 | | | | | | | 本次变动前持有股份 本次变动后持有股份 | | | | | 股份性质 | 股数(万股) 股数(万股) | 占总股本比例 | 占 ...

证券代码：301381 证券简称：赛维时代 公告编号：2025-076 赛维时代科技股份有限公司 关于签署募集资金监管协议的公告 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 导性陈述或重大遗漏。 一、募集资金基本情况 经中国证券监督管理委员会《关于同意赛维时代科技股份有限公司首次公开 发行股票注册的批复》（证监许可〔2023〕998 号）同意注册，赛维时代科技股 份有限公司（以下简称"公司"）首次公开发行 4,010.00 万股人民币普通股（A 股），每股面值为 1.00 元，每股发行价格为 20.45 元，募集资金总额为人民币 820,045,000.00 元，扣除发行费用 96,947,169.66 元（含增值税）后，募集资金净 额为 723,097,830.34 元，保荐机构（主承销商）东方证券股份有限公司（曾用名 "东方证券承销保荐有限公司"）于 2023 年 7 月 7 日将扣除保荐承销费（含增 值税）60,150,000.00 元后的募集资金 759,895,000.00 元汇入公司募集资金专项账 户。上述募集资金已于 2023 年 7 月 7 日全部到账并存放于公 ...

Core Insights - The internet e-commerce sector experienced a rise of 1.02% on October 29, with Kuaijingtong leading the gains [1] - The Shanghai Composite Index closed at 4016.33, up 0.7%, while the Shenzhen Component Index closed at 13691.38, up 1.95% [1] Stock Performance - Kuaijingtong (002640) closed at 5.26, with a gain of 4.99% and a trading volume of 2.78 million shares, amounting to a transaction value of 1.448 billion [1] - Saiwei Times (301381) closed at 25.02, up 4.21%, with a trading volume of 107,600 shares and a transaction value of 266 million [1] - Lianghui Co., Ltd. (300464) closed at 7.26, gaining 3.57%, with a trading volume of 436,300 shares and a transaction value of 312 million [1] - Aoki Technology (301110) closed at 77.30, up 3.07%, with a trading volume of 37,800 shares and a transaction value of 285 million [1] - Guolian Co., Ltd. (603613) closed at 28.46, gaining 2.93%, with a trading volume of 117,700 shares and a transaction value of 332 million [1] Capital Flow - The internet e-commerce sector saw a net inflow of 192 million from institutional investors, while retail investors experienced a net outflow of 107 million [2] - Kuaijingtong had a net inflow of 214 million from institutional investors, with a net outflow of 85.88 million from retail investors [3] - Guolian Co., Ltd. had a net inflow of 27.92 million from institutional investors, with a net outflow of 1.91 million from retail investors [3]

Core Insights - The report from Cinda Securities indicates that Saiwei Times achieved a net profit attributable to shareholders of 210 million yuan in the first three quarters of 2025, representing a year-on-year increase of 7.3% [1] - In Q3 2025, the company reported a net profit of 41 million yuan, showing a significant year-on-year increase of 200.9% [1] - The apparel category continues to grow, while the non-apparel business is expected to see a narrowing of its drag on overall performance [1] Brand Development - The company’s brand zeagoo celebrated its 12th anniversary by announcing a collaboration with renowned global figure Maye Musk, highlighting the brand's commitment to modern women's independence and confidence [1] Operational Performance - Despite short-term profitability pressures in the non-apparel accessories business, inventory levels are showing a positive downward trend, suggesting potential for future improvement [1] - The inventory turnover days for Q1-Q3 2025 were approximately 97.4 days, a decrease of about 6.5 days year-on-year [1] - The company generated a net cash inflow from operating activities of 742 million yuan in Q1-Q3 2025 [1]