Core Viewpoint - The company, Zhiyou Technology, is benefiting from various economic trends including the camping economy, influencer economy, cross-border e-commerce, and the pet economy, with a significant portion of its revenue coming from overseas due to the depreciation of the RMB [2][3]. Company Overview - Zhiyou Technology, established on January 8, 2010, is located in Zhengzhou, Henan Province, and was listed on June 21, 2023. The company focuses on the research, design, and sales of its own brand home products, with 99.09% of its revenue coming from cross-border e-commerce [7]. - As of June 30, 2025, the company reported a revenue of 4.044 billion yuan, representing a year-on-year growth of 8.68%, and a net profit of 190 million yuan, up 11.03% year-on-year [8]. Product Lines - The company offers a range of courtyard products categorized into home, leisure, and sports products, including rattan furniture sets, fences, garden tables, and sun umbrellas [2]. - The pet product line includes cat climbing frames, pet beds, and other pet furniture [3]. Market Position and Strategy - The company has established a differentiated competitive advantage in its cross-border e-commerce logistics system, with self-operated warehouses in Germany and the United States, enhancing operational efficiency and customer satisfaction [2]. - The overseas revenue accounted for 98.88% of total revenue, benefiting from the depreciation of the RMB [3]. Shareholder and Financial Information - As of June 30, 2025, the number of shareholders increased by 26.05% to 11,300, with an average of 17,072 shares per person, a decrease of 20.35% [8]. - The company has distributed a total of 321 million yuan in dividends since its A-share listing [8].

资金流向方面，主力资金净流出2119.36万元，特大单买入499.85万元，占比2.45%，卖出1091.13万元， 占比5.36%；大单买入2703.53万元，占比13.28%，卖出4231.62万元，占比20.78%。 万里马今年以来股价涨144.04%，近5个交易日跌12.78%，近20日跌13.53%，近60日跌21.02%。 9月30日，万里马盘中下跌2.05%，截至13:56，报10.03元/股，成交2.04亿元，换手率5.67%，总市值 40.69亿元。 今年以来万里马已经7次登上龙虎榜，最近一次登上龙虎榜为8月7日，当日龙虎榜净买入-921.57万元； 买入总计1.92亿元 ，占总成交额比8.03%；卖出总计2.01亿元 ，占总成交额比8.42%。 分红方面，万里马A股上市后累计派现2558.48万元。近三年，累计派现0.00元。 责任编辑：小浪快报 万里马所属申万行业为：纺织服饰-服装家纺-鞋帽及其他。所属概念板块包括：消防概念、军民融合、 航天军工、网红经济、跨境电商等。 截至6月30日，万里马股东户数7.79万，较上期增加244.18%；人均流通股4498股，较上期减少70.96%。 2 ...

Company Overview - Xian Global Printing Co., Ltd. is located in Xi'an High-tech Zone, Shaanxi Province, established on June 28, 2001, and listed on June 8, 2016 [2] - The company primarily engages in the design, production, and sales of pharmaceutical paper box packaging products, along with wine, food color boxes, and corrugated cardboard packaging [2] - The revenue composition includes: 48.31% from pharmaceutical and other paper boxes, 35.90% from printing packaging supply chain, 15.04% from internet digital marketing, and 0.75% from sales of scrap materials and property leasing [2] Financial Performance - As of June 30, 2025, the company reported a revenue of 439 million yuan, a year-on-year decrease of 43.53%, and a net profit attributable to shareholders of -3.72 million yuan, a year-on-year decrease of 109.85% [2] - The company has cumulatively distributed 72.57 million yuan in dividends since its A-share listing, with 17.92 million yuan distributed over the last three years [3] Stock Performance - On September 30, the stock price increased by 2.25%, reaching 8.18 yuan per share, with a total market capitalization of 2.618 billion yuan [1] - Year-to-date, the stock price has risen by 7.92%, with a 3.41% increase over the last five trading days, but a decline of 1.80% over the last 20 days and 5.21% over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" three times this year, with the most recent appearance on August 4, where it recorded a net buy of -7.94 million yuan [1] Shareholder Information - As of June 30, 2025, the number of shareholders increased by 9.96% to 24,200, with an average of 13,251 circulating shares per person, a decrease of 9.06% [2] - Among the top ten circulating shareholders, Jinyuan Shun'an Yuanqi Flexible Allocation Mixed Fund (004685) is the seventh largest, holding 1.4071 million shares, an increase of 177,100 shares compared to the previous period [3]

9月30日，哈尔斯盘中上涨2.04%，截至10:51，报8.01元/股，成交3378.86万元，换手率1.40%，总市值 37.35亿元。 资金流向方面，主力资金净流入47.05万元，大单买入237.41万元，占比7.03%，卖出190.36万元，占比 5.63%。 机构持仓方面，截止2025年6月30日，哈尔斯十大流通股东中，博时凤凰领航混合A（013450）位居第 十大流通股东，持股150.42万股，为新进股东。招商量化精选股票发起式A（001917）、招商成长量化 选股股票A（020901）退出十大流通股东之列。 责任编辑：小浪快报 资料显示，浙江哈尔斯真空器皿股份有限公司位于浙江省永康市经济开发区哈尔斯路1号，成立日期 1995年5月23日，上市日期2011年9月9日，公司主营业务涉及不锈钢真空保温器皿的研发设计、生产与 销售。主营业务收入构成为：真空器皿87.54%，铝瓶及其他10.52%，其他(补充)1.94%。 哈尔斯所属申万行业为：轻工制造-家居用品-其他家居用品。所属概念板块包括：户外露营、新零售、 多胎概念、网红经济、小盘等。 截至6月30日，哈尔斯股东户数4.97万，较上期增加60.21 ...

Group 1 - The core viewpoint of the news is the performance and financial status of Fujian Seven Wolves Industrial Co., Ltd., highlighting its stock price movements and trading activities [1][2] - As of September 30, the stock price of Seven Wolves increased by 2.01%, reaching 8.13 yuan per share, with a total market capitalization of 5.732 billion yuan [1] - Year-to-date, Seven Wolves' stock price has risen by 26.16%, with notable increases of 5.17% in the last five trading days and 14.83% in the last 20 days [1] Group 2 - Seven Wolves' main business includes the design, manufacturing, and sales of men's casual clothing, with revenue composition as follows: 26.07% from other categories, 22.64% from T-shirts, 17.72% from outerwear, and 17.35% from pants [2] - As of June 30, the number of shareholders for Seven Wolves was 27,800, a decrease of 5.09% from the previous period, while the average circulating shares per person increased by 5.37% to 23,951 shares [2] - For the first half of 2025, Seven Wolves reported operating revenue of 1.375 billion yuan, a year-on-year decrease of 5.93%, and a net profit attributable to shareholders of 160 million yuan, down 13.93% year-on-year [2]

证券研究报告 | 策略点评 2025 年 09 月 29 日 投资要点 分析师：孟之绪 执业编号：S0300524080001 电话： 邮箱：mengzhixu@ykzq.com 投资策略研究 粤开市场日报-20250929 今日关注 今日主要指数涨跌幅：沪指涨跌幅为 0.9%，深证成指涨跌幅为 2.05%， 创业板指涨跌幅为 2.74%。 申万一级行业表现：非银金融、有色金属、电力设备在行业涨跌幅榜居 前；石油石化、美容护理、传媒在行业涨跌幅榜居后。 概念板块表现：总体来看，锂电电解液、炒股软件、磷酸铁锂电池概念 表现相对较好；煤炭开采、鸡产业、网红经济概念表现相对较差。 风险提示 | 一、市场回顾 | 3 | | --- | --- | | 二、风险提示 | 3 | | 图表 1： | | --- | | 今日主要指数涨跌幅（%）及概念板块表现 3 | 股市有风险，投资需谨慎。 请务必阅读最后特别声明与免责条款 www.ykzq.com 1 / 5 策略点评 一、市场回顾 图表1：今日主要指数涨跌幅（%）及概念板块表现 二、风险提示 股市有风险，投资需谨慎 请务必阅读最后特别声明与免责条款 www.ykz ...

特别声明：以上文章内容仅代表作者本人观点，不代表新浪网观点或立场。如有关于作品内容、版权或其它问 题请于作品发表后的30日内与新浪网联系。 拥有粉丝超8亿，全球第一大网红"野兽先生"，视频栏目连续三年亏损，靠销售巧克力每年赚超2亿美元 ...

Core Viewpoint - The company, Zhiyou Technology, is experiencing fluctuations in stock performance and is leveraging various economic trends such as camping, influencer marketing, cross-border e-commerce, and the pet economy to enhance its business model [2][4]. Group 1: Company Overview - Zhiyou Technology was established on January 8, 2010, and is located in Zhengzhou, Henan Province. The company specializes in the research, design, and sales of its own brand home products [7]. - The main business revenue composition includes 99.09% from cross-border e-commerce retail and 0.91% from other sources [7]. - As of June 30, 2023, the company had 11,300 shareholders, an increase of 26.05% from the previous period, with an average of 17,072 circulating shares per person, a decrease of 20.35% [8]. Group 2: Financial Performance - For the first half of 2025, Zhiyou Technology achieved a revenue of 4.044 billion yuan, representing a year-on-year growth of 8.68%, and a net profit attributable to shareholders of 190 million yuan, up 11.03% year-on-year [8]. - The company has distributed a total of 321 million yuan in dividends since its A-share listing [8]. Group 3: Market Position and Strategy - The company has established a differentiated competitive advantage in its cross-border e-commerce export logistics system, which includes domestic and overseas self-operated warehouses, platform warehouses, and third-party cooperative warehouses [2][3]. - As of November 23, 2023, the company has collaborated with influencers on platforms like TikTok to promote its products, although the sales contribution from these efforts is currently small [2]. - The company’s overseas revenue accounted for 98.88% of its total revenue, benefiting from the depreciation of the RMB [3]. Group 4: Stock Performance and Market Sentiment - On September 26, 2023, Zhiyou Technology's stock fell by 4.27%, with a trading volume of 96.8764 million yuan and a market capitalization of 7.75 billion yuan [1]. - The stock's average trading cost is 19.48 yuan, with a current price near the support level of 19.16 yuan, indicating potential volatility [6].

9月26日，华斯股份盘中上涨2.10%，截至10:18，报4.87元/股，成交1166.94万元，换手率0.85%，总市 值18.38亿元。 华斯股份今年以来股价涨22.06%，近5个交易日跌1.62%，近20日涨1.46%，近60日跌4.32%。 资料显示，华斯控股股份有限公司位于河北省沧州市肃宁县尚村镇，成立日期2000年10月27日，上市日 期2010年11月2日，公司主营业务涉及主要从事裘皮服装、裘皮饰品、裘皮面料、裘皮皮张的生产与销 售。主营业务收入构成为：裘皮服装46.15%，商业综合体业务19.37%，时装11.44%，裘皮皮张 10.77%，其他(补充)9.87%，加工费1.51%，裘皮饰品0.83%，裘皮面料0.06%。 华斯股份所属申万行业为：纺织服饰-服装家纺-非运动服装。所属概念板块包括：微盘股、小盘、网络 直播、低价、网红经济等。 责任编辑：小浪快报 截至9月19日，华斯股份股东户数2.67万，较上期减少1.15%；人均流通股10759股，较上期增加1.16%。 2025年1月-6月，华斯股份实现营业收入1.55亿元，同比减少39.52%；归母净利润-927.04万元，同比减 少23 ...

分红方面，跨境通A股上市后累计派现2.91亿元。近三年，累计派现0.00元。 9月26日，跨境通盘中上涨2.20%，截至09:44，报5.12元/股，成交1.63亿元，换手率2.07%，总市值79.77 亿元。 资金流向方面，主力资金净流入1075.47万元，特大单买入759.62万元，占比4.66%，卖出365.67万元， 占比2.24%；大单买入2579.82万元，占比15.81%，卖出1898.30万元，占比11.64%。 跨境通今年以来股价涨33.33%，近5个交易日跌12.78%，近20日跌9.54%，近60日涨7.34%。 今年以来跨境通已经22次登上龙虎榜，最近一次登上龙虎榜为9月16日，当日龙虎榜净买入2.57亿元； 买入总计4.24亿元 ，占总成交额比13.02%；卖出总计1.67亿元 ，占总成交额比5.12%。 资料显示，跨境通宝电子商务股份有限公司位于山西省太原市万柏林区滨河西路51号摩天石3#28F，成 立日期2003年3月7日，上市日期2011年12月8日，公司主营业务涉及跨境出口电商业务、跨境进口电商 业务。主营业务收入构成为：母婴用品等92.33%，服饰家居类7.67%。 跨境通 ...