证券代码：301382 证券简称：蜂助手 公告编号：2025-103 蜂助手股份有限公司 关于 2025 年限制性股票激励计划授予登记完成的公告 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。 重要内容提示： 1、第一类限制性股票的上市日：2025 年 11 月 10 日 2、第一类限制性股票的登记数量：62.2 万股 3、第一类限制性股票的授予价格：18.58 元/股 4、第一类限制性股票的授予登记人数：31 人 5、股票来源：公司从二级市场回购的公司 A 股普通股股票 根据《上市公司股权激励管理办法》（以下简称《管理办法》）、深圳证券 交易所、中国证券登记结算有限责任公司深圳分公司有关规定，蜂助手股份有限 公司（以下简称"公司"）已完成2025年限制性股票激励计划（以下简称"本激 励计划"）第一类限制性股票的授予登记工作，有关事项具体如下： 一、本激励计划已履行的相关审批程序 1、2025 年 8 月 8 日，公司召开了第四届董事会第四次独立董事专门会议， 审议并通过《关于公司<2025 年限制性股票激励计划（草案）>及摘要的议案》 《关于公司<2025 ...

蜂助手所属申万行业为：通信-通信服务-通信应用增值服务。所属概念板块包括：字节跳动概念、华为 鸿蒙、数据要素、数字经济、智慧停车等。 截至9月30日，蜂助手股东户数3.15万，较上期减少9.61%；人均流通股5615股，较上期增加43.30%。 2025年1月-9月，蜂助手实现营业收入15.51亿元，同比增长41.64%；归母净利润1.34亿元，同比增长 46.65%。 分红方面，蜂助手A股上市后累计派现4891.91万元。 11月7日，蜂助手盘中下跌2.07%，截至10:09，报35.47元/股，成交8773.16万元，换手率1.39%，总市值 101.30亿元。 资金流向方面，主力资金净流出1157.87万元，特大单买入266.72万元，占比3.04%，卖出603.61万元， 占比6.88%；大单买入1101.65万元，占比12.56%，卖出1922.64万元，占比21.92%。 蜂助手今年以来股价涨74.14%，近5个交易日涨1.69%，近20日涨0.77%，近60日跌0.98%。 今年以来蜂助手已经2次登上龙虎榜，最近一次登上龙虎榜为2月25日，当日龙虎榜净买入-2.16亿元； 买入总计2.77亿元 ...

证券日报网讯11月4日晚间，蜂助手（301382）发布公告称，截至2025年10月31日，公司以集中竞价交 易方式累计回购股份数量为887，000股，占公司总股本(未扣除公司回购专用证券账户中的股份)285， 593，903的0.31%。 ...

Investment Rating - The report maintains an "Overweight" rating for the industry, with a focus on new consumption sectors such as beauty care, IP derivatives, and gold jewelry [5][32]. Core Insights - The report highlights the recent tax policy changes regarding gold, which exempts value-added tax for standard gold transactions, potentially boosting market activity [3][22]. - The beauty care sector shows mixed performance, with some companies reporting significant revenue growth while others face declines [4][25]. - The report emphasizes the importance of domestic brands in the beauty market, with notable rankings in the Douyin beauty list indicating a shift towards local products [22][23]. Market Performance - During the week of October 27 to October 31, 2025, the retail trade, social services, and beauty care sectors experienced changes of +1.63%, +0.45%, and -2.21% respectively, ranking 8th, 17th, and 30th among 31 primary industries [13][15]. - The cosmetics sector faced a decline of -2.57%, while segments like trade and e-commerce performed well with increases of +3.44% and +2.97% [15][18]. Key Company Announcements - Shanghai Jahwa reported a revenue of 4.961 billion yuan for the first three quarters of 2025, a year-on-year increase of 10.8%, with a net profit growth of 149.1% [25]. - Proya Cosmetics achieved a revenue of 7.098 billion yuan, reflecting a modest growth of 1.89% [25]. - The opening of Pop Mart's first store in the Middle East marks a significant expansion for the brand [29]. Investment Recommendations - The report suggests focusing on companies such as Shiseido, Giant Bio, Marubi, Runben, Proya, Chaohongji, and Furuida as potential investment targets within the recommended sectors [5][32].

Company Summary - As of October 31, 2025, the company has repurchased approximately 890,000 shares, accounting for 0.31% of its total share capital of 285,593,903 shares, with a total transaction amount of approximately 30.85 million yuan [1] - The highest transaction price for the repurchased shares was 41.9 yuan per share, while the lowest was 29.86 yuan per share [1] - The company's current market capitalization is 10.6 billion yuan [1] Industry Summary - The industry has seen a significant increase in overseas orders, with a surge of 246%, covering over 50 countries and regions [1] - Entrepreneurs have raised concerns about potential malicious competition, as some entities are selling at a loss [1]

Group 1 - The company, Bee Assistant (301382.SZ), announced a share buyback program, having repurchased a total of 887,000 shares as of October 31, 2025 [1] - The repurchased shares represent approximately a certain percentage of the company's total share capital, not accounting for shares held in the company's dedicated repurchase account [1]

Core Points - The company, Guangdong Zhihui Yunsuan, successfully acquired the land use rights for the GD2025012 plot located next to Liruzhu Avenue in Xinyi City for a total price of 12.56 million yuan [1] Group 1 - The total price for the land use rights is 12.56 million yuan [1] - The acquisition was made through a successful bid [1] - A confirmation letter was signed with the Xinyi City Public Resource Trading Center [1]

Core Viewpoint - The company, Guangdong Zhihui Yunsuan, successfully acquired the land use rights for a plot of land in Xinyi City for a total price of 12.56 million yuan [1] Group 1 - The land plot is identified as GD2025012, located next to Liruzhu Avenue and near Jixin Guokong [1] - The acquisition was formalized through a signed transaction confirmation with the Xinyi City Public Resource Trading Center [1]

Group 1 - The company, Fengzhushou (301382.SZ), announced a share buyback program, having repurchased a total of 887,000 shares as of October 31, 2025, which represents 0.31% of the total share capital of 285,593,903 shares [1] - The highest transaction price during the buyback was 41.90 CNY per share, while the lowest was 29.86 CNY per share [1] - The total amount spent on the buyback was 30,850,838.3 CNY, excluding transaction fees [1] Group 2 - The buyback activities are in compliance with the company's established plan and relevant legal regulations [1]

证券代码：301382 证券简称：蜂助手 公告编号：2025-101 蜂助手股份有限公司 关于全资子公司竞拍取得土地使用权的公告 | 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、误导性陈述或者重大遗漏。 | 蜂助手股份有限公司（以下简称"公司"或"蜂助手"）于2025年9月30日 召开第四届董事会第十次会议，2025年10月20日召开了2025年第三次临时股东大 会，分别审议通过了《关于全资子公司拟参与竞拍土地使用权的议案》。公司拟 向特定对象发行股票，募集资金总额不超过98,375.49万元（含本数），在扣除发 行费用后的募集资金净额将用于云终端算力中心项目、物联网终端智能化升级项 目、瘦终端SoC芯片技术研发项目。其中云终端算力中心项目建设地点拟计划在 广东省茂名市信宜市，主要建设内容包括：购置土地、建设数字化算力中心与动 力中心等配套设施，以及采购机柜、服务器、交换机、管理节点等软硬件设备。 为保障后续云终端算力中心项目的顺利推进，土地购置作为云终端算力中心 项目落地的核心前置条件，董事会已同意授权公司全资子公司广东智慧云算技术 有限公司（以下简称" ...