证券代码：301381 证券简称：赛维时代 赛维时代科技股份有限公司 投资者关系活动记录表 编号：2025-003 | 投资者关系活动 | □特定对象调研 □分析师会议 | | --- | --- | | 类别 | □媒体采访 业绩说明会 ☑ | | | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他：电话会议 | | 参与单位名称及 | 国泰海通证券、长江证券、财通证券、信达证券、中信证券、 | | 人员姓名 | 东吴证券、中金公司、浙商证券、东北证券、海富通基金、金 | | | 鹰基金、point 72、尚诚资管等机构 | | 时间 | 年 月 日 2025 8 29 | | 地点 | 公司会议室 | | 上市公司接待人 | 财务负责人 林文佳 | | 员姓名 | 董事会秘书 张爱宁 | | | 证券事务代表 张凯丽 1、2025Q2 利润率环比改善的原因？ | | | 2025Q2 利润率环比改善主要来自于非服业务亏损收窄和 | | 投资者关系活动 | 服饰业务利润率提升，其中非服业务亏损收窄贡献较大：非服 | | 主要内容介绍 | 业务自去年下半年开始进行去库存，伴随着库存商品的 ...

Core Viewpoint - The stock of Jihong Co., Ltd. has experienced fluctuations, with a recent decline of 2.01% on September 1, 2023, despite a year-to-date increase of 40.28% [1] Company Overview - Jihong Co., Ltd. is based in Xiamen, Fujian Province, and was established on December 24, 2003, with its IPO on July 12, 2016. The company primarily engages in cross-border social e-commerce and paper packaging for fast-moving consumer goods (FMCG) [2] - The company's revenue composition includes 65.45% from e-commerce, 34.49% from packaging, and 0.06% from other businesses [2] - Jihong Co., Ltd. operates in the trade retail sector, specifically in the internet e-commerce and cross-border e-commerce segments, and is associated with various concepts such as IP economy, AI Agent, AIGC, metaverse, and NFT [2] Financial Performance - As of June 30, 2023, Jihong Co., Ltd. reported a revenue of 3.234 billion yuan, reflecting a year-on-year growth of 31.79%, and a net profit attributable to shareholders of 118 million yuan, marking a 63.27% increase [3] - The company has distributed a total of 627 million yuan in dividends since its A-share listing, with 440 million yuan distributed over the past three years [4] Shareholder Information - As of June 30, 2023, the number of shareholders increased by 11.01% to 36,700, while the average circulating shares per person decreased by 9.91% to 7,859 shares [3] - Hong Kong Central Clearing Limited is the second-largest circulating shareholder, holding 39.4987 million shares, an increase of 870,600 shares from the previous period [4]

Core Insights - The 2025 "618" shopping festival has seen significant growth in home appliance categories, supported by national subsidies, with domestic brands rising prominently [1][2] - E-commerce platforms have shifted focus from absolute GMV values to high-quality growth, emphasizing user experience and satisfaction through direct discounts and improved service [1][4] Group 1: E-commerce Performance - JD.com reported a 200% year-on-year increase in the number of new 3C digital products with transaction amounts exceeding 10 million yuan [1] - Tmall's 618 event saw 453 brands achieving over 100 million yuan in sales, a 24% increase from last year, with major brands like Apple and Xiaomi joining the "10 billion club" [2] - Pinduoduo experienced record sales across various categories, with significant growth in fresh produce and electronics, supported by its "billion subsidy" initiative [3] Group 2: Market Trends - The 2025 "618" festival is characterized by simplified promotional rules and a shift towards rational consumption, with platforms moving away from complex discount strategies [4] - Instant retail has expanded across all categories, with significant growth in high-priced items like electronics and home appliances, reflecting changing consumer preferences [3][4] - The competition among platforms has transitioned from price wars to ecosystem collaboration, focusing on product innovation and user engagement [4]

XIAMEN JIHONG CO., LTD 廈門吉宏科技股份有限公司 股份代號: 2603 （於中華人民共和國註冊成立的股份有限公司） 全球發售 聯席保薦人、保薦人兼整體協調人、 聯席全球協調人、聯席賬簿管理人及聯席牽頭經辦人 （按英文字母順序排列） 聯席全球協調人、聯席賬簿管理人及聯席牽頭經辦人 （按英文字母順序排列） 廈門吉宏科技股份有限公司 重要提示 重要提示： 閣下如對本招股章程的任何內容有任何疑問，應徵詢獨立專業意見。 Xiamen Jihong Co., Ltd 廈門吉宏科技股份有限公司 （於中華人民共和國註冊成立的股份有限公司） 全球發售 | 全球發售的發售股份數目 : 67,910,000股H股 | | | --- | --- | | : 香港發售股份數目 6,791,000股H股（可予重新分配） | | | 國際發售股份數目 : 61,119,000股H股（可予重新分配） | | | 最高發售價 : | 每股H股10.68港元（另加1%經紀佣金、 | | | 0.0027%證監會交易徵費、0.00015%會財局 | | | 交易徵費及0.00565%聯交所交易費，須於 | | | 申請時以 ...