绿联科技所属申万行业为：电子-消费电子-品牌消费电子。所属概念板块包括：跨境电商、高派息、消 费电子、融资融券、次新股等。 11月11日，绿联科技盘中下跌2.06%，截至10:19，报63.72元/股，成交5622.85万元，换手率0.53%，总 市值264.38亿元。 资金流向方面，主力资金净流出475.90万元，特大单买入0.00元，占比0.00%，卖出331.98万元，占比 5.90%；大单买入617.16万元，占比10.98%，卖出761.08万元，占比13.54%。 绿联科技今年以来股价涨71.29%，近5个交易日跌9.23%，近20日涨4.10%，近60日涨8.00%。 今年以来绿联科技已经2次登上龙虎榜，最近一次登上龙虎榜为1月9日，当日龙虎榜净买入-2466.81万 元；买入总计1.12亿元 ，占总成交额比17.14%；卖出总计1.37亿元 ，占总成交额比20.90%。 资料显示，深圳市绿联科技股份有限公司位于广东省深圳市龙华区大浪街道高峰社区龙城工贸御安厂区 7号办公楼1层-6层、6栋厂房4楼，成立日期2012年3月16日，上市日期2024年7月26日，公司主营业务涉 及主要从事3C消费电子 ...

（编辑 姚尧） 证券日报网讯 11月10日晚间，绿联科技发布公告称，深圳市绿联科技股份有限公司（以下简称"公 司"）于2025年10月15日披露了《关于持股5%以上股东及其一致行动人减持股份预披露公告》。合计持 有公司54，924，033股（占公司总股本比例13.24%）的大股东深圳市绿联管理咨询合伙企业（有限合 伙）（以下简称"绿联管理"）及其一致行动人深圳市和顺四号管理咨询合伙企业（有限合伙）（以下简 称"和顺四号"）计划在该公告披露之日起15个交易日后的3个月内（即2025年11月6日至2026年2月5 日），以集中竞价方式或大宗交易方式合计减持公司股份数量不超过6，223，649股（即不超过公司总 股本比例1.50%）。公司于近日收到大股东绿联管理及其一致行动人和顺四号出具的《关于股份减持比 例触及1%整数倍的告知函》，获悉和顺四号截至2025年11月10日已通过集中竞价交易方式累计减持公 司股份1，351，113股，占公司总股本的0.33%。本次权益变动后，大股东绿联管理及其一致行动人和 顺四号合计持股比例由13.24%降至12.91%，触及1%的整数倍。 ...

证券代码：301606 证券简称：绿联科技 公告编号：2025-045 深圳市绿联科技股份有限公司 关于持股 5%以上股东及其一致行动人 减持股份触及 1%整数倍的公告 公司持股 5%以上股东深圳市绿联管理咨询合伙企业（有限合伙）及其一致 行动人深圳市和顺四号管理咨询合伙企业（有限合伙）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。 深圳市绿联科技股份有限公司董事会 2025 年 11 月 11 日 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。 深圳市绿联科技股份有限公司（以下简称"公司"）于 2025 年 10 月 15 日 披露了《关于持股 5%以上股东及其一致行动人减持股份预披露公告》（公告编 号：2025-042）。合计持有公司 54,924,033 股（占公司总股本比例 13.24%）的 大股东深圳市绿联管理咨询合伙企业（有限合伙）（以下简称"绿联管理"）及 其一致行动人深圳市和顺四号管理咨询合伙企业（有限合伙）（以下简称"和顺 四号"）计划在该公告披露之日起 15 个交易日后的 3 个月内（即 2025 年 11 月 6 日至 2026 ...

最长春节利好长线游，离岛免税新政初显成效 商社行业周报（2025.11.03-2025.11.09） 本报告导读： 2026 年将迎最长春节假期，离岛免税新政拉动效应初步显现 投资要点： 证 券 研 究 报 告 股 票 研 究 请务必阅读正文之后的免责条款部分 行 业 跟 踪 报 告 股票研究 /[Table_Date] 2025.11.09 [table_Authors] 2025-11-10 [Table_Summary] 投资观点：①免税迎来数据改善+政策推动行情，重点关注中国中 免；②金价大幅震荡，龙头珠宝提价显著，重点标的：老铺黄金、 周大福；部分消费者逢低囤金，利好菜百股份、中国黄金、老凤祥。 ③关注三季报有望超预期标的：绿联科技、家家悦三季报超预期。 预计汇嘉时代、孩子王、学大教育、锦江酒店、潮宏基、安克创新、 焦点科技、同庆楼等三季度高增长。④关注教育机制改革，重点标 的：学大教育、天立国际控股，相关标的：凯文教育。⑤AI 眼镜持 续迭代，重点标的：康耐特光学。 上周行情回顾：上周消费者服务板块涨幅+1.26%，商贸零售板块涨 幅-0.92%，在所有行业中分别位列 12 和 26（共 30 个 ...

截至发稿，绿联科技市值为280亿元。 每经头条（nbdtoutiao）——卢浮宫被盗文物竟无保险，国内48亿元艺术品保险市场也不乐观：险企称 定价太难，蛋糕看到吃不到 （记者 张明双） 每经AI快讯，绿联科技（SZ 301606，收盘价：67.45元）发布公告称，2025年11月3日至2025年11月7日 期间，绿联科技接受安信基金等投资者调研，公司董事会秘书兼财务负责人王立珍、证券事务代表申利 群参与接待，并回答了投资者提出的问题。 2025年1至6月份，绿联科技的营业收入构成为：消费电子业占比100.0%。 ...

Core Viewpoint - Ugreen Technology (301606) reported strong sales growth for its NAS products in the first three quarters, indicating a positive market position and competitive strength in the NAS category [1] Group 1: Sales Performance - The company achieved sales and volume double crowns in the NAS category across major platforms such as JD.com, Tmall, and Douyin during the 618 shopping festival [1] - The sales performance reflects the increasing market competitiveness of the company's NAS products [1] Group 2: Product Growth and Market Penetration - The penetration rate of the company's NAS products continues to grow, supported by the launch of new products and increased promotional efforts [1] - The company anticipates that the NAS product line will maintain rapid growth and further enhance its market penetration rate [1]

Group 1: Financial Performance - The company's overall gross margin for Q3 is 37.17%, an increase of 0.66% compared to the same period last year [1] - The sales of NAS products have shown good growth in the first three quarters, with a significant market presence during the 618 shopping festival, achieving sales and volume leadership on major platforms [1] Group 2: Product Quality and Safety - The company has established a comprehensive quality management system that covers the entire product lifecycle, emphasizing user safety and product quality as vital [2] - Strict quality control and continuous optimization mechanisms are in place to ensure high-quality and reliable products for consumers [2] Group 3: Organizational Development and Talent Acquisition - Significant progress has been made in organizational and talent development, enhancing the company's appeal to top graduates and specialized professionals [2] - The company employs a talent-centric strategy, which has become a key driver for sustainable growth [2] Group 4: Production and Supply Chain - The company has built a differentiated competitive advantage through independent research and development, implementing a dual-driven supply chain model of "outsourced finished product procurement + self-production" [2] - Currently, self-production accounts for over 20%, while outsourced production constitutes over 70% of the total production [2]

Investment Rating - The industry investment rating is "Positive (Maintain)" [5] Core Viewpoints - The report emphasizes the long-term nature of overseas expansion, highlighting the increasing penetration rate of cross-border e-commerce in foreign trade and maintaining a positive outlook on leading companies with strong performance resilience and those with marginal performance improvements [3] - The report notes that the recent easing of tariffs and the ongoing strong growth trend in cross-border e-commerce are expected to enhance the ability of Chinese foreign trade enterprises to respond to external shocks and improve their global layout [7] Summary by Sections Cross-Border E-Commerce Performance - In the first three quarters of 2025, the cross-border e-commerce sector achieved revenue of 56.09 billion yuan, a year-on-year increase of 22.6%, with a three-year CAGR of 24.5%. The net profit attributable to shareholders was 3.59 billion yuan, up 20.2% year-on-year, with a three-year CAGR of 20.2% [7] - The revenue growth rate slightly slowed due to trade friction and increased competition, but the net profit growth rate showed significant improvement [7] - In Q3 2025, the sector's revenue grew by 14.3% year-on-year, and net profit increased by 29.6%, indicating operational resilience and improved cost management despite rising tariff costs [7] Market Outlook - The report anticipates strong performance during the upcoming Black Friday and Cyber Monday shopping events, with consumers showing early planning, trust, and value-seeking behaviors [7] - Online sales during the 2025 holiday shopping season in the U.S. are expected to reach $253.4 billion, a year-on-year increase of 5.3% [7] - The report highlights that cross-border e-commerce companies leverage China's efficient industrial clusters to export competitively priced products, with some transitioning from Amazon brands to multi-channel brands [7] Investment Recommendations - The report recommends focusing on resilient leading companies and those with improving performance in the cross-border e-commerce sector, with specific stock suggestions for both B2B and B2C segments [3]

Core Insights - The latest financing balance of the ChiNext market is 524.908 billion yuan, with a week-on-week decrease of 1.119 billion yuan, while 36 stocks saw a financing balance increase of over 10% [1][2] - On November 5, the ChiNext index rose by 1.03%, with a total margin balance of 526.778 billion yuan, a decrease of 1.103 billion yuan from the previous trading day [1][2] - Among the stocks with increased financing balances, the largest increase was seen in Zhongjie Automobile, which had a financing balance of 76.1473 million yuan, reflecting a 41.71% increase [1][3] Financing Balance Increase - A total of 455 stocks in the ChiNext market experienced an increase in financing balance, with 36 stocks showing an increase of over 10% [1][2] - The stocks with significant financing balance increases include: - Penghui Energy: 1081.6038 million yuan, up 39.18%, closing price 53.71 yuan, daily increase 9.06% [3] - Meixin Technology: 99.6149 million yuan, up 38.90%, closing price 67.80 yuan, daily decrease 0.15% [3] - Other notable increases include Chunhui Intelligent, Hualan Biological, and Pinwo Food [3] Financing Balance Decrease - A total of 491 stocks saw a decrease in financing balance, with 39 stocks experiencing a decline of over 5% [4][5] - The stock with the largest decrease in financing balance was Weiman Sealing, with a balance of 98.3528 million yuan, down 26.59% [4] - Other significant decreases were observed in Hopu Co., down 18.21%, and Luguan Technology, down 18.11% [4][5] Capital Flow - On November 5, 30 stocks with increased financing balances saw net inflows of main funds, with Penghui Energy leading at 400 million yuan, followed by Shenghong Co. and Dongfang Risen [2] - Conversely, 6 stocks experienced net outflows, with Baicheng Pharmaceutical seeing the largest outflow of 106 million yuan [2]

Group 1: Company Performance - The company achieved a revenue of 1.40 billion yuan in the first half of 2025, representing a year-on-year growth of 62.36%[1] - The net profit for 2025 is projected to be 640 million yuan, with a growth rate of 127% compared to 2024[1] - The EPS for 2025 is expected to be 0.2, up from 0.1 in 2024[1] Group 2: Market Trends - The AI-enabled revenue has become a core driver of performance, with significant contributions from products like AI-MDT reports and lung cancer screening[1] - The company is expanding its product matrix with new AI-driven health management products, indicating a strong focus on innovation[1] Group 3: Strategic Initiatives - The company is implementing an "All in AI" strategy, which has shown significant operational improvements and efficiency gains[1] - Collaborations with major tech firms like Alibaba for developing innovative screening products highlight the company's commitment to leveraging AI technology[1] Group 4: Risks and Challenges - Potential risks include ongoing industry policy impacts, declining customer prices, and the possibility of AI application not meeting expectations[1] - The company faces competition in the AI healthcare space, which may affect its market position and growth trajectory[1]