证券代码：301382 证券简称：蜂助手 公告编号：2025- 关于持股 5%以上股东减持股份的预披露公告 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： 038 蜂助手股份有限公司 蜂助手股份有限公司（以下简称"公司""上市公司"）持股 5%以上股东 海峡创新互联网股份有限公司（以下简称"海峡创新"）持有公司股份 26,462,020 股（占公司当前剔除已回购股份后总股本数量的 12.12%），计划自本公告披露 之日起 15 个交易日后的 3 个月内通过集中竞价方式减持公司股份合计不超过 2,182,497 股，即不超过剔除公司回购专用账户的股份数量后的总股本的 1%。 注：上述总股本指公司当前剔除已回购股份数后的总股本数量 218,249,710 股，下同。 公司于近日收到持股 5%以上股东海峡创新出具的《关于计划减持股份的告 知函》，现将有关情况公告如下： 4、减持期间：自减持计划公告披露之日起 15 个交易日后 3 ...

一、保荐工作概述 | 项 目 | 工作内容 | | --- | --- | | 1.公司信息披露审阅情况 | | | （1）是否及时审阅公司信息披露文件 | 是 | | （2）未及时审阅公司信息披露文件的 | 0 次 | | 次数 | | | 2．督导公司建立健全并有效执行规章 | | | 制度的情况 | | | （1）是否督导公司建立健全规章制度 | | | （包括但不限于防止关联方占用公司 | 是 | | 资源的制度、募集资金管理制度、内控 | | | 制度、内部审计制度、关联交易制度） | | | （2）公司是否有效执行相关规章制度 | 是 | | 3.募集资金监督情况 | | | （1）查询公司募集资金专户次数 | 12 次（按月查询） | | （2）公司募集资金项目进展是否与信 | 是 | | 息披露文件一致 | | | 4.公司治理督导情况 | | | （1）列席公司股东会次数 | 次 3 | | （2）列席公司董事会次数 | 0 次 | | 5.现场检查情况 | | | （1）现场检查次数 | 1 次 | | （2）现场检查报告是否按照本所规定 | 是 | | 报送 | 现场检查过程中关注到公司 ...

光大证券股份有限公司 关于蜂助手股份有限公司 定期现场检查报告 | 保荐人名称：光大证券股份有限公司 被保荐公司简称：蜂助手 | | | | --- | --- | --- | | 保荐代表人姓名：李国强 联系电话：0755-83734358 | | | | 保荐代表人姓名：胡姗姗 联系电话：0755-82577427 | | | | 现场检查人员姓名：李国强、胡姗姗、王欣桐 | | | | 年度 现场检查对应期间：2024 | | | | 年 月 年 月 年 月 现场检查时间：2024 12 9 日-2024 12 13 4 23 日-2025 | 年 | 日、2025 | | 4 月 25 日 | | | | 一、现场检查事项 现场检查意见 | | | | （一）公司治理 否 不适用 | | 是 | | 现场检查手段：查阅公司最新现行的公司章程、公司治理的相关制度文件；查阅股 | | | | 东会、董事会会议决议及会议记录、独立董事和董事会专门委员会的履职记录；察 | | | | 看上市公司的主要生产、经营、管理场所；取得公司最新组织结构图、定期报告和 | | | | 相关制度文件，了解公司与关联企业在人 ...

Investment Rating - The report initiates coverage with a "Buy" rating for the company [5]. Core Insights - The company has transitioned from being a virtual goods agent for telecom operators to a builder of cloud terminal platforms, with a projected revenue CAGR of 32% from 2020 to 2024, and a 45% revenue growth in Q1 2025 [1][2]. - The digital goods operation serves as a stable cash flow business, while the cloud terminal and IoT operations are expected to drive rapid growth in the second and third curves of the business [3][4]. Summary by Sections Company Overview - The company, established in 2012, has expanded its business from digital goods operations to IoT traffic operations and AI + computing operations, becoming a core technology service provider for Huawei Cloud [10][12]. - Digital goods services account for over 80% of revenue, with IoT and cloud terminal operations poised for significant growth [12][38]. Digital Goods Operations - The company integrates various digital goods and fragmented channel resources, establishing stable partnerships with telecom operators and video service providers [1][25]. - The business model is highly replicable across regions and customer segments, with a focus on online and rights-based services [47][30]. Cloud Terminal Operations - The company collaborates with Huawei and China Mobile to develop cloud phones, enhancing user experience through cloud-based computing [2][48]. - The cloud phone user base is rapidly growing, with a target of over 100 million users in three years, leading to increased revenue from shared income [2][56]. IoT Scene Operations - The company has developed IoT traffic operations and solutions, targeting various sectors with a focus on traffic operation as the core business model [3][73]. - It has established partnerships with over 500 industry clients, leveraging its technology to provide comprehensive IoT solutions [73][84]. Financial Forecast and Investment Recommendations - The company is expected to achieve net profits of 134 million, 193 million, 280 million, and 406 million yuan from 2024 to 2027, with corresponding PE ratios of 68x, 47x, 32x, and 22x [4][3]. - The report emphasizes the potential for rapid development in the second and third business curves, recommending investment based on strong growth prospects [3][4].

Investment Rating - The report initiates coverage with a "Buy" rating for the company [5]. Core Views - The company is transitioning from a digital goods service provider to a cloud terminal infrastructure builder, with a projected revenue CAGR of 32% from 2020 to 2024, and a 45% revenue growth in Q1 2025 [1][2]. - The digital goods operation serves as a stable cash flow business, while the cloud terminal and IoT operations are expected to drive rapid growth in the second and third growth curves [3][4]. Summary by Sections Company Overview - The company, established in 2012, has evolved from digital goods aggregation to IoT traffic operation and now to AI and computing power operation, becoming a core technology service provider for Huawei Cloud [10][12]. Digital Goods Operation - Digital goods account for over 80% of revenue, with a focus on high-frequency necessities such as mobile data, video memberships, and various vouchers [25][30]. - The business model leverages a robust supply chain and a cloud platform to provide comprehensive digital goods trading solutions [26][47]. Cloud Terminal Operation - The company collaborates with Huawei and China Mobile to develop cloud phones, targeting a user base growth from millions to over 100 million in three years [2][48]. - The cloud phone offers a "cloud running, local interaction" experience, allowing low-spec devices to access high-spec scenarios [56][58]. IoT Scene Operation - The company has developed IoT traffic operations since 2016, providing wireless access and solutions across various industries, with over 500 industry clients [73][74]. - The core business model focuses on traffic operation, with revenue generated from monthly traffic package fees [73][76]. Financial Forecast and Investment Suggestions - The company is expected to achieve net profits of 134 million, 193 million, 280 million, and 406 million yuan from 2024 to 2027, with corresponding PE ratios of 68x, 47x, 32x, and 22x [4][5]. - The report emphasizes the potential for rapid development in the second and third growth curves, driven by digital goods, cloud terminal platforms, and IoT traffic operations [3][4].

关于回购股份的进展公告 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、回购股份的基本情况 证券代码：301382 证券简称：蜂助手 公告编号：2025-037 蜂助手股份有限公司 蜂助手股份有限公司（以下简称"公司"）于2025年1月13日召开了第四届董 事会第三次会议，审议通过了《关于回购公司股份方案的议案》，同意以公司银行 专项贷款资金、自有资金和/或自筹资金通过集中竞价交易方式回购公司已发行的 部分人民币普通股（A股）股票，本次回购股份将全部用于实施股权激励计划或员 工持股计划。公司拟用于本次回购的资金总额不低于人民币2,500万元且不超过人 民币5,000万元（均含本数），回购的价格不超过人民币42元/股（含本数），具体 回购股份的数量和金额以回购期满时实际回购的股份数量和金额为准。回购期限为 自公司董事会审议通过回购股份方案之日起不超过12个月。具体内容详见公司分别 于2025年1月14日、2025年1月20日在巨潮资讯网（www.cninfo.com.cn）披露的 《蜂助手股份有限公司关于回购公司股份方案暨取得金融机构回购专项贷款承诺函 的公 ...

蜂助手股份有限公司（以下简称"公司"）已于2025年4月28日披露《2024 年年度报告》全文及摘要。为了便于广大投资者更加深入、全面地了解公司情况， 公司定于2025年5月16日（星期五）15:00-17:00在全景网举办2024年度网上业绩 说明会（以下简称"本次年度业绩说明会"），现将相关事项公告如下： 一、会议召开日期和时间 2025年5月16日（星期五）15:00-17:00 二、会议召开方式、参与方式 本次年度业绩说明会将采用网络远程的方式举行，投资者可登录全景网"投 资者关系互动平台"（https://ir.p5w.net）参与本次年度业绩说明会。 三、公司出席人员 证券代码：301382 证券简称：蜂助手 公告编号：2025-036 蜂助手股份有限公司 关于举行2024年度网上业绩说明会的公告 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。 出席本次年度业绩说明会的人员有：公司董事长、总经理罗洪鹏先生，公司 董事、副总经理、董事会秘书韦子军先生，公司董事、副总经理区锦棠先生，公 司副总经理、财务总监邱丽莹女士，光大证券保荐代表人李国强先生。如遇 ...

Investment Rating - The industry investment rating is "Outperform the Market" [1][36]. Core Insights - During the May Day holiday (May 1-5), the total inter-regional population flow is expected to reach 1.467 billion, with a daily average of 293 million, representing a year-on-year increase of 8.0% [3][5]. - Railway passenger volume is projected to be 101.69 million, with a daily average of 20.34 million, up 10.8% year-on-year; civil aviation passenger volume is expected to be 11.14 million, with a daily average of 2.23 million, up 11.8% year-on-year [3][5]. - The travel market is seeing a strong recovery, with significant growth in long-distance travel destinations and a 20% year-on-year increase in outbound travel orders [3][5]. - Alibaba upgraded its instant retail business, Taobao "Xiaoshida," to Taobao "Shangou," which will cover over 50 cities and aims for nationwide coverage by May 6 [3][6]. - In April, Douyin's beauty category GMV reached 17.501 billion, with skincare products accounting for 11.862 billion and makeup products for 4.948 billion [3][8]. Summary by Sections Industry Dynamics: Travel - The May Day holiday is expected to see a total of 1.467 billion inter-regional trips, with significant increases in railway and civil aviation passenger volumes [5]. - Long-distance travel destinations are performing well, with a notable increase in family and pet travel, and a resurgence in cruise travel [3][5]. Industry Dynamics: Retail - Alibaba's Taobao "Shangou" aims to enhance instant retail services by collaborating with Ele.me for subsidies exceeding 10 billion [6]. Industry Dynamics: Beauty - Douyin's beauty category shows strong performance, with a total GMV of 17.501 billion in April, indicating robust market activity [8][9]. - The top 20 beauty brands on Douyin are undergoing changes, with significant self-operated brand representation [8][9]. Company Dynamics: Beauty - MAOGEPING launched a new fragrance series in collaboration with the Palace Museum, showcasing a blend of cultural elements [11][15]. - Huaxi Biological's product "Runbaiyan·Bobo" has been approved as the first Class III medical device for facial skin improvement in China [21][20].

| 601688 | 华泰证 | 5 | 2.08 | 6.01 | 1.76 | | --- | --- | --- | --- | --- | --- | | | 券 | | | | | | 603005 | 晶方科 | 5 | 1.94 | 5.46 | 9.07 | | | 技 | | | | | | 000933 | 神火股 | 7 | 1.91 | 6.53 | 4.81 | | | 份 | | | | | | 300657 | 弘信电 | 5 | 1.79 | 4.55 | 11.37 | | | 子 | | | | | | 688158 | 优刻得 | 5 | 1.78 | 5.36 | 13.31 | | 000630 | 铜陵有 | 5 | 1.71 | 8.40 | 1.58 | | | 色 | | | | | | 300382 | 斯莱克 | 5 | 1.62 | 8.36 | 24.17 | | 688208 | 道通科 | 5 | 1.50 | 5.56 | 14.00 | | | 技 | | | | | | 002558 | 巨人网 | 5 | 1.37 | 5.25 | 11. ...

声明： 因水平有限，错误不可避免，或有些信息非最及时，欢迎留言指出。本文来源于锦波生物，仅作生物材料相关领域介绍，本文不构成任何投资建议！转载请注明来源！ 4月28日， 山西锦波生物医药股份有限公司 （以下简称"锦波生物"）与 深圳湾实验室 正式签署合作协议，共建 深圳湾实验室-锦波生物基新材料联合研 究中心 。 锦波生物董事长杨霞 与 实验室主任颜宁 共同出席签约仪式，并就深化基础研究、推动产学研协同创新等议题展开战略对话。 图源 锦波生物 欢迎添加小编微信，加入 合成生物/生物制造/新材料 交流群 添加微信请备注： 姓名+公司+职务 ● 总投资1亿元，年产2万吨竹粉生物基降解材料及产品项目 ● 营收192.2亿元！国恩股份：启动10万吨/年可降解材料PHB项目，筹划"A+H"股上市 ● 甲醇→生物基材料，肆芃科技联合天津工生所，推动"一碳生物制造"！ ● 海淀区国企旗下，山东20万吨/年生物柴油异构项目顺利中交！ 在签约仪式上，颜宁博士表示，实验室始终践行"顶天立地"的科研理念——"顶天"是追求世界级科学发现，"立地"是推动科研成果惠及民生。此次合作正 是这一理念的实践。杨霞董事长强调，联合实验室将构建" ...