格隆汇7月29日丨蜂助手(301382.SZ)公布，公司于2025年7月29日收到股东海峡创新互联网股份有限公 司(简称"海峡创新")出具的《关于股份减持计划实施完成的告知函》，获悉海峡创新于本次减持计划实 施期间，通过集中竞价方式累计减持蜂助手股份218.2456万股，减持股份的比例达到0.99998%(上述减 持比例及总股本按实际减持时点总股本剔除公司回购专用账户的股份数量后的数据计算)。 ...

证券代码：301382 证券简称：蜂助手 公告编号：2025-065 蜂助手股份有限公司 关于公司持股 5%以上股东减持计划完成的公告 持股 5%以上股东海峡创新互联网股份有限公司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。 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。 蜂助手股份有限公司（以下简称"公司"或"蜂助手"）于 2025 年 7 月 29 日收到股东海峡创新互联网股份有限公司（以下简称"海峡创新"）出具的《关 于股份减持计划实施完成的告知函》，获悉海峡创新于本次减持计划实施期间， 通过集中竞价方式累计减持蜂助手股份 2,182,456 股，减持股份的比例达到 0.99998%（上述减持比例及总股本按实际减持时点总股本剔除公司回购专用账户 的股份数量后的数据计算）。现进行公告如下： 一、股东减持情况 1、股东减持股份情况 公司于 2025 年 5 月 14 日披露《蜂助手股份有限公司关于持股 5%以上股东 减持股份的预披露公告》（公告编号：2025-038），海峡创新计划自该公告披露 之日起 15 个交易日后的 3 个月内通过集中竞价方式减 ...

以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 从资金流向上来看，当日通信服务板块主力资金净流出5.8亿元，游资资金净流出1.82亿元，散户资金净 流入7.62亿元。通信服务板块个股资金流向见下表： 证券之星消息，7月29日通信服务板块较上一交易日上涨0.62%，蜂助手领涨。当日上证指数报收于 3609.71，上涨0.33%。深证成指报收于11289.41，上涨0.64%。通信服务板块个股涨跌见下表： ...

Investment Rating - The report suggests a positive outlook for the textile manufacturing sector, indicating a potential increase in market sentiment due to recent tariff adjustments by the US [1][12][13]. Core Insights - The textile manufacturing sector has seen a significant recovery in market sentiment, with key companies experiencing notable stock price increases from June 20 to July 26, with cumulative gains of 24.84% for Crystal International, 12.93% for Huayi Group, and 11.24% for Shenzhou International [1][9][10]. - Recent adjustments in US tariffs have reduced uncertainty, with the new rates set between 15% to 50%, which is significantly lower than previously proposed rates [12][13]. - The introduction of HiveCOL collagen by Jinbo Biotech represents a breakthrough in the anti-aging market, utilizing 100% humanized technology to address issues related to animal collagen [14][15]. Industry Data Tracking - In June, clothing retail saw a year-on-year growth of 1.9%, but a month-on-month decline due to factors such as the early 618 shopping festival and adverse weather conditions affecting foot traffic [16][29]. - The prices of raw materials remained stable, with fluctuations in cotton prices and a noted decrease in the price difference between domestic and imported cotton [18][21]. - The cosmetics retail sector experienced a decline of 2.3% year-on-year, while gold and jewelry retail grew by 6.1% year-on-year, indicating differing consumer trends [29]. Investment Recommendations - For clothing brands, Hai Lan Home is recommended for its strong profitability and potential for expansion in the outlet market, while Li Ning is seen as having a potential turning point in its operations [37][39]. - In the beauty sector, Jinbo Biotech is highlighted for its strong data resilience and upcoming product launches, while the gold and jewelry sector remains attractive due to rising gold prices, with recommendations for brands like Laopu Gold [39][40]. Market Review and News - The textile manufacturing sector saw a 2.34% increase in the last week, with notable performances from companies like Tianhong International and Langsha [40][44]. - Recent industry news includes the announcement of the "2024 Industry Top 100" by the China National Garment Association, with a slight decline in overall performance compared to 2023 [49][50].

证券代码：301382 证券简称：蜂助手 公告编号：2025-064 蜂助手股份有限公司 关于全资子公司变更法定代表人和注册地址并完成工商登记的 公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 蜂助手股份有限公司（以下简称"公司"）于近日收到全资子公司武汉智科 网络科技有限公司（以下简称"武汉智科"）的通知，因经营发展的需要，武汉 智科对法定代表人和注册地址进行了变更，并完成了相关工商变更登记手续，取 得了武汉市江岸区行政审批局核准换发的《营业执照》。具体情况如下： | 变更事项 法定代表人 | 变更前 韦俊杰 | 变更后 张鹏 | | --- | --- | --- | | | | 湖北省武汉市江岸区建设 | | | | 大道 668 号新建商业服务 | | | 湖北省武汉市硚口区民意 | 业设施、居住及公园绿地 | | 注册地址 | 上街 号 层 室 50 1-3 9076 | 项目（武汉华润万象城） | | | | 购物中心及 A、B 座塔楼 | | | | 栋 B 座塔楼单元 11 层（8） | | | | 办室 | 二、变更后的《营业执照》所载 ...

Core Viewpoint - Jinbo Biotech has launched a new product, HiveCOL collagen gel, which represents a significant breakthrough in the collagen industry by utilizing 100% human-derived technology, setting a new benchmark globally [1] Group 1: New Product Launch - Jinbo Biotech officially released the injectable recombinant type III humanized collagen gel in Taiyuan, Shanxi [1] - The product is positioned as a revolutionary advancement in the collagen industry, emphasizing the importance of using "correct" collagen for true industry empowerment [2] Group 2: Innovation in Collagen Application - The company has redefined collagen application logic by focusing on "organizational regeneration," addressing long-standing issues such as immune rejection from animal collagen and toxicity from chemical cross-linking agents [2] - Jinbo Biotech is the first company to industrialize the production of injectable recombinant type III humanized collagen gel, marking a significant innovation in safety, manufacturing methods, and mechanisms of action compared to traditional fillers [2] Group 3: Research and Development Achievements - After over a decade of research, Jinbo Biotech discovered a unique "mortise and tenon" spatial structure that precisely matches the core functional area and cross-linking area of natural human collagen [3] - The new HiveCOL structure features enhanced cell adhesion, being three times more effective than traditional materials, with a 75% retention rate of newly generated collagen after six months [4] Group 4: Industry Contributions and Standards - Jinbo Biotech holds three medical device registration certificates for recombinant humanized collagen protein, covering all dosage forms including freeze-dried fibers, solutions, and gels [4] - The company has played a significant role in establishing industry standards for recombinant collagen protein and has contributed to the international standardization efforts in the field [4]

Market Overview - The Shanghai Composite Index decreased by 0.18% as of 13:59, with a trading volume of 886.85 million shares and a turnover of 1,183.92 billion yuan, representing a 10.79% decrease compared to the previous trading day [1][2]. Industry Performance - The top-performing sectors included: - Comprehensive: +1.07% with a turnover of 19.26 billion yuan, led by Tianchen Co., which rose by 9.97% [1]. - Beauty Care: +1.03% with a turnover of 38.11 billion yuan, led by Jinbo Biological, which increased by 3.57% [1]. - Automotive: +0.87% with a turnover of 737.60 billion yuan, led by Redick, which surged by 12.52% [1]. - The worst-performing sectors included: - Steel: -1.70% with a turnover of 100.63 billion yuan, led by Liugang Co., which fell by 8.08% [2]. - Banking: -0.92% with a turnover of 261.70 billion yuan, led by Qilu Bank, which decreased by 2.89% [2]. - Non-bank Financial: -0.77% with a turnover of 442.13 billion yuan, led by *ST Tianmao, which dropped by 4.98% [2]. Summary of Sector Changes - The overall market saw 3,054 stocks rise, with 61 hitting the daily limit up, while 2,139 stocks fell, with 5 hitting the daily limit down [1]. - The sectors with the largest gains were Comprehensive, Beauty Care, and Automotive, while Steel, Banking, and Non-bank Financial experienced the largest declines [1][2].

Group 1 - The Guangdong Listed Companies Association organized an event for over 20 listed companies to discuss industry trends and practical experiences related to AI technology [1] - The event included a visit to the Bee Assistant company, showcasing its three main business segments: digital goods operation, IoT traffic operation, and cloud terminal technology [1] - Bee Assistant has transitioned from a pure service model to a dual-driven model of "software services + physical goods," highlighting its strength in technology and product development [1] Group 2 - Yang Linlin, Chief Analyst at GF Securities, presented on the trends and investment opportunities in artificial intelligence, analyzing its applications in the 3C industry [2] - The event aimed to strengthen industry collaboration and promote high-quality development within the 3C sector, with a focus on enhancing the quality, market value, and image of listed companies [2] - The Guangdong Listed Companies Association plans to organize a series of training and exchange activities to support the high-quality development of listed companies [2]

证券代码：301382 证券简称：蜂助手 公告编号：2025-063 蜂助手股份有限公司 关于2024年年度权益分派实施后调整回购股份价格上限的公告 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。 特别提示： 2025年5月20日，公司2024年年度股东大会审议通过《关于2024年度利润分配 及资本公积金转增股本预案的议案》，同意以截至2025年3月31日，公司总股本为 220,385,490股，公司已通过回购专用证券账户以集中竞价交易方式累计回购公司股 份1,874,880股，回购股份不享有利润分配的权利，也不参与资本公积金转增股本。 以公司总股本220,385,490股扣减回购专用证券账户股份1,874,880股后的股本，即 218,510,610股作为基数，向全体股东每10股派发现金红利1元（含税），合计派发 现金红利21,851,061元（含税），占公司2024年度合并报表归属于上市公司股东的 净利润比例为16.34%；同时进行资本公积金转增股本，向全体股东每10股转增3股， 合计转增65,553,183股。转增后公司总股本将增加至285,938,67 ...

证券代码：301382 证券简称：蜂助手 公告编号：2025-062 现将权益分派事宜公告如下： 蜂助手股份有限公司 2024 年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。 特别提示： 1、自 2025 年 4 月 28 日《关于 2024 年度利润分配及资本公积金转增股本预 案的公告》（公告编号：2025-021）披露至本次权益分派实施申请的前一交易日 （2025 年 7 月 7 日）期间，蜂助手股份有限公司（以下简称"公司"）已通过回 购专用证券账户以集中竞价交易方式累计回购公司股份 2,135,780 股，回购股份 不享有利润分配的权利，也不参与资本公积金转增股本。以公司总股本 220,385,490 股扣减回购专用证券账户股份 2,135,780 后的股本，即 218,249,710 股作为基数，向全体股东每 10 股派发现金红利 1 元（含税），合计派发现金红 利 21,824,971 元（含税），同时进行资本公积金转增股本，全体股东每 10 股转 增 3 股，合计转增 65,474,913 股股份。转增后公司总股本将增加至 ...