证券之星消息，8月1日通信服务板块较上一交易日下跌0.6%，南凌科技领跌。当日上证指数报收于 3559.95，下跌0.37%。深证成指报收于10991.32，下跌0.17%。通信服务板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300921 | 南凌科技 | 24.50 | -5.22% | 15.08万 | | 3.74Z | | 603322 | 超讯通信 | 36.93 | -3.98% | 9.61万 | | 3.57亿 | | 000889 | 中嘉博创 | 3.70 | -3.90% | 85.75万 | | 3.20亿 | | 300442 | 润泽科技 | 48.18 | -3.23% | 27.65万 | | 13.38亿 | | 300738 | 奥飞数据 | 20.46 | -2.20% | 46.88万 | | 9.59 Z | | 002115 | 三维通信 | 8.32 | -2.00% | 33.87万 | | 2.82亿 | ...

Core Insights - The report highlights that the total salary of A-share listed company secretaries in 2024 reached 4.086 billion yuan, with an average annual salary of 754,300 yuan [1] - A total of 1,144 secretaries earned over 1 million yuan annually, accounting for more than 21% of the total [1] Salary Distribution - The average annual salary for secretaries in the A-share biopharmaceutical sector is 1.01 million yuan [5] - The distribution of salaries is as follows: below 500,000 yuan (15%), 500,000-1,000,000 yuan (41%), 1,000,000-2,000,000 yuan (38%), 2,000,000-3,000,000 yuan (4%), and above 3,000,000 yuan (2%) [5] Age and Education Distribution - The age distribution of secretaries shows that those aged 40-50 constitute 61%, while those over 50 account for 15%, and those aged 30-40 make up 18% [1] - In terms of education, 52% of secretaries hold a bachelor's degree, while 44% have a master's degree, and only 2% possess a doctoral degree [3] Investor Engagement - There is significant variation in the number of investor meetings held by companies, with 43% of companies hosting fewer than 10 meetings annually [7] - The top five companies with the highest number of investor meetings are: Bohui Innovation (1,500 meetings), Jindike (777 meetings), Nearshore Protein (681 meetings), Sailun Biotech (549 meetings), and Kanghua Biotech (504 meetings) [9]

专题：专题|2024年度A股董秘数据报告：1144位董秘年薪超百万 占比超21% 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 数据显示，截止7月29日，A股市场共有5817家上市公司。董秘作为连接投资者与上市公司的"桥梁"， 在上市公司资本运作中发挥着关键作用。据2024年年报显示，去年A股董秘薪酬合计达40.86亿元，平均 薪酬75.43万元。 随着年报披露收官，美容护理上市公司董秘薪酬面纱也被揭开。据数据统计，美容护理行业上市公司为 董秘支付的最高年度薪酬是珀莱雅，为董秘王莉支付年薪293.3万元，为董秘支付的最低年度薪酬是两 面针，为董秘韦元贤支付年薪仅23.04万元。珀莱雅董秘王莉年薪是两面针董秘韦元贤的12.7倍。 董秘作为上市公司治理的核心角色，其专业能力和履职表现对公司股价的影响至关重要。在为董秘支 付超200万年薪的上市公司中，爱美客董秘简勇任期内，公司市值连续两年下降，2023、2024年分别同 比下降47.47%、12.65%；上海家化董秘韩敏任期内，公司市值连续三年下降，2022-2024年分别同比下 降20.5%、32.96%、18.94%，贝泰妮董秘王龙 ...

Group 1 - The core point of the article is that the company Fengzhushou (301382.SZ) has received a notification from its shareholder, Haixia Innovation Internet Co., Ltd., regarding the completion of a share reduction plan [1] - During the implementation of this reduction plan, Haixia Innovation has cumulatively reduced its holdings in Fengzhushou by 2.182456 million shares, which accounts for 0.99998% of the total share capital [1]

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 ...

Group 1 - The communication services sector increased by 0.62% compared to the previous trading day, with Feng Assistant leading the gains [1] - The Shanghai Composite Index closed at 3609.71, up 0.33%, while the Shenzhen Component Index closed at 11289.41, up 0.64% [1] Group 2 - In terms of capital flow, the communication services sector experienced a net outflow of 580 million yuan from major funds, a net outflow of 182 million yuan from speculative funds, and a net inflow of 762 million yuan from retail investors [2]

Core Insights - The Huawei mobile concept stock increased by 2.40%, ranking 6th among concept sectors, with 28 stocks rising, including Fangbang Co., which hit a 20% limit up, and Honghe Technology also reaching the limit up [1][2] Group 1: Stock Performance - The top gainers in the Huawei mobile concept include Fangbang Co. (+20%), Honghe Technology (+10%), and Furi Electronics (+8.73%) [1][3] - The stocks with the largest declines include Bee Assistant (-2.47%), Huqin Technology (-2.40%), and Luxshare Precision (-1.49%) [1][5] Group 2: Capital Flow - The Huawei mobile concept experienced a net outflow of 248 million yuan, with 21 stocks seeing net inflows, and 7 stocks receiving over 30 million yuan in net inflows [2][3] - Furi Electronics led the net inflow with 347 million yuan, followed by Honghe Technology (154 million yuan) and Jingwang Electronics (86.41 million yuan) [2][3] Group 3: Capital Inflow Ratios - The top stocks by net inflow ratio include Furi Electronics (20.21%), Honghe Technology (14.19%), and Rongqi Technology (9.89%) [3][4] - The trading volume and turnover rates for leading stocks indicate significant investor interest, with Furi Electronics showing a turnover rate of 26.71% [3][4]

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]