编号：2025-002 投资者关系活动类 别 ☑特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他 （请文字说明其他活动内容） 参与单位名称及人 员姓名 深圳市古东管家科技有限责任公司 吕方军 深圳荣信泰私募证券基金管理有限公司 曹伟 深圳创华投资咨询有限公司 李军辉 深圳市司颜科技有限公司 郭城 圣吉集团 梁幸 时间 2025 年 07 月 17 日（星期四）下午 14:30-15:00 地点 深圳市罗湖区笋岗街道梨园路 6 号物资置地大厦 9 楼 06-08 会议室 上市公司接待人员 姓名 董事、董事会秘书（代行人）：王法励先生 证券事务代表：陈昕女士 投资者关系活动主 要内容介绍 本次投资者关系活动以现场参会的方式进行，公司 相关问题和回复内容如下： 1、问：请问公司控股股东后续有什么规划，是否 有资产可以装入上市公司？ 答：根据《广东佳兆业佳云科技股份有限公司详式 权益变动书》，截至报告书签署日，"公司控股股东海 南昕宇航投资有限公司暂无在未来 12 个月内改变上市 公司主营业务或者对上市公司主营业务作出重大调整 的计划；暂无在未来 12 个月内对上市公 ...

步入免税店内部，开放式展柜与沉浸式陈列营造出通透舒适的购物氛围。一线美妆品牌设立专属展台， 经典香氛系列组成嗅觉体验区，时尚配饰品牌则通过主题陈列展现潮流美学。值得关注的是，店内特别 设置的"丝路甄选"区域，将甘肃特色文创产品与国际品牌同台展示，形成独特的文化消费融合场景。 《中国民航报》、中国民航网 记者路泞 通讯员张斌、岳千惠 报道：7月6日，兰州中川国际机场 T3航 站楼国际出发区人头攒动，经过一个月试运营的离境免税店正式开业。甘肃民航机场集团与兰州机场海 关、边检站负责人共同为新店揭幕。总面积达800平方米的免税购物空间正式向全球旅客开放，是甘肃 航空口岸商业服务迈入新阶段的标志。 作为西北地区重要的国际航空枢纽配套设施，该免税店自6月6日试运营以来，已接待近万名出境旅客， 美妆护肤类商品销量占比达近半，精品香水与时尚配饰系列也收获颇高人气。试运营期间收集的旅客反 馈显示，受访者对商品丰富度表示满意，绝大多数旅客认为购物流程便捷度超出预期。 中免集团代表透露，未来将根据旅客消费数据动态调整商品结构，计划三季度引入腕表、皮具等高端品 类，并定期推出会员专属折扣与限时促销活动。兰州机场海关则同步启用免税品 ...

证券研究报告|商贸零售 [Table_Title] 情绪消费兴起，关注潮玩、黄金珠宝、美 妆赛道 2025 年 07 月 07 日 [Table_Chart] 行业相对沪深 300 指数表现 [Table_ReportList] 相关研究 [Table_ReportType]——2025 年中期商贸零售行业投资策略报告[Table_ReportDate] [投资要点： Table_Summary] 回顾与展望：消费分级时代来临，情绪消费兴起带火相关产业发展。我国 消费现状已从过去的"消费升级" 逐步进入到"消费分级"的新阶段， 具体体现为：1）更加追求性价比：对于那些技术附加值较低、产品同质 化严重的传统消费品，消费者表现出更理性、更追求性价比的行为；2） 愿意对部分新型产品或服务付出一定溢价。快节奏的生活方式和信息过 载等因素影响当代人的心理健康，推动情绪消费兴起，加之随着时代的发 展，我国消费结构从生存型消费往享受型、精神型消费扩展，潮玩、古法 金、美容护肤等相关行业受到追捧。 潮玩：我国潮玩市场快速扩容，优质企业有望实现强者恒强。受益于人均 可支配收入的增长、情绪消费兴起以及国内潮流文化和优质 IP 的 ...

Group 1: Overall Market Performance - The total online retail sales during the 618 shopping festival reached nearly 2 trillion yuan, marking a new high with a year-on-year growth of approximately 9.8% [1] - Major platforms experienced positive year-on-year growth in online retail sales, with JD.com leading the industry with a growth rate of 17% [1] Group 2: 3C Digital Products - Sales of smart 3C digital products, including AI phones, AI computers, and AI glasses, saw rapid growth, with year-on-year increases exceeding 100% [3] - JD.com announced an upgraded strategy for launching new 3C digital products, integrating 3 billion yuan in resources to meet diverse consumer demands, achieving a sales share of 54.7% in this category during the 618 period [3][6] Group 3: Home Appliances - The home appliance sector experienced significant growth driven by trade-in programs and e-commerce platform discounts, with JD.com capturing over 50% of the market share [7] - In the major appliance segment, JD.com holds a market share of 52.4%, enhancing its logistics and service offerings to boost sales [10] Group 4: Apparel and Fashion - JD.com led the apparel sector with a year-on-year growth rate of 26.5%, significantly outperforming competitors by over 10 percentage points [11] - Consumer perception of JD.com's apparel category has improved, with nearly 70% preferring to purchase clothing from JD.com due to its enhanced brand variety and quality assurance [14]

Core Insights - The "618" shopping festival has seen a significant increase in consumer interest in food and beverage products, particularly in health-oriented categories, driven by various promotional initiatives from e-commerce platforms [1][2][4] Consumer Trends - 42.6% of consumers purchased food products, while 40.2% bought beverages during the "618" event, indicating a strong focus on these categories [2][3] - Nearly 40% of consumers view food and beverage products as tools for health management, with 56.6% using them for emotional regulation and 50.1% for energy replenishment [2][4] Health-Oriented Consumption - Health has become a key trend in food and beverage consumption, with 43.8% of consumers expressing greater concern for health and wellness [4][5] - 34.5% of consumers have increased their budget for health-oriented food products, while 48.1% are paying more attention to different types of healthy foods [4][5] Product Preferences - Consumers are increasingly favoring low-calorie, low-sugar, and low-fat products, with 52.5% preferring low-sugar and low-fat options [5][12] - Functional health foods and high-nutrition products are gaining traction, with 45.2% and 41.9% of consumers respectively choosing these options [5][12] E-commerce Dynamics - 66.3% of consumers trust the quality of health food products on JD Supermarket, and 85.4% are likely to purchase health-related items from this platform [7][14] - JD Supermarket's product variety and pricing advantages are recognized by 70.3% of consumers, positioning it as a leading choice for health food purchases [7][14] Weight Management Initiatives - The "Weight Management Year" initiative has led to 81.7% of consumers engaging in weight management activities, with 68.4% focusing on dietary adjustments [11][12] - Consumers are cautious about weight loss products, with 40.1% viewing them as supplementary tools rather than primary solutions [14][15] Market Outlook - The demand for health-oriented food and beverage products is driving a robust recovery in the consumer market, supported by e-commerce supply [14][15]

Investment Rating - The report maintains an "Overweight" rating for the education sector and highlights potential opportunities in the new consumption market [1]. Core Insights - The report emphasizes the importance of high school education reform and recommends specific companies such as Tianli International Holdings and Xueda Education, while also suggesting attention to Kevin Education [5]. - It identifies key trends in AI and consumption, recommending companies like Connet Optical, Small Commodity City, and Core International [5]. - The report notes a strong performance in the retail sector during the 618 sales event, with significant growth in categories like apparel and beauty products [5]. - The report highlights the increasing trend of family-oriented travel during the Dragon Boat Festival, with nearly 90% of the top 50 scenic spots being family-friendly [5][6]. Industry Updates - The social service industry saw a 2.5% year-on-year increase in cross-regional personnel flow during the Dragon Boat Festival, with a total of 65.37 million people traveling [5]. - E-commerce platforms like Alibaba and JD.com reported over 30% growth in apparel and beauty categories during the 618 sales event [5]. - The report mentions the opening of the 100th store under the "Fat Donglai" model by Yonghui Supermarket, indicating a significant expansion in the retail sector [5]. Company Announcements - Three Gorges Tourism Group appointed a new general manager on June 3, 2025 [5]. - Guangzhou Restaurant announced a share buyback of 500,000 shares, representing 0.088% of its total share capital [5]. - China Youth Travel Service transferred 17.37% of its shares to its parent company, Everbright Group, without compensation [5].

Group 1 - The core trend in the fashion industry is the strong return of quality basic clothing, reflecting consumers' deep pursuit of certainty and practicality in their purchases [1][3][11] - During the "6.18" shopping festival, nearly 70% of consumers preferred to shop on JD.com, citing its rich brand selection and the availability of high-quality basic clothing [1][30][32] - The overall growth in JD.com's apparel and beauty categories exceeded 30%, significantly outpacing the market average [1][21] Group 2 - A significant 51.6% of consumers expressed a preference for simple and versatile basic clothing this summer, indicating a shift towards practicality in fashion choices [3][8] - Over 80% of surveyed consumers reported that more than half of their wardrobe consists of basic clothing, highlighting its importance in their daily lives [8][11] - Consumers are increasingly focused on the quality and material of clothing, with 46.8% prioritizing texture and 45.7% valuing practicality [10][34] Group 3 - The purchasing behavior of consumers shows a clear preference for established brands, with 39.9% seeking quality assurance and 34.3% focusing on familiar brands [11][17] - Fast fashion brands like MUJI lead in consumer preference for basic clothing, with a selection rate of 38.9% [17] - The budget for clothing purchases reflects income stratification, with over 70% of consumers maintaining or increasing their spending during the "6.18" festival [21][25] Group 4 - The trend of "precision decentralized consumption" is evident, with JD.com recognized for its high quality-to-price ratio and reliable shopping experience [30][32] - Consumers are increasingly aware of quality standards, with nearly 60% noting the importance of JD.com's "安心品质" (Assured Quality) label [33] - The focus on essential elements such as fabric quality and comfort is becoming more pronounced, with 45.9% of consumers prioritizing material and functionality [34] Group 5 - Female consumers are particularly active in the "6.18" shopping festival, showing a preference for quality and comfort in their summer wardrobe choices [38][42] - The demand for invisible and comfortable undergarments is strong among women, with 41.3% opting for seamless options [41] - The overall consumer behavior indicates a shift towards valuing quality and practicality over mere trends, with a willingness to invest in versatile and high-quality items [42][60]

夏日来临，是时候选购心动好物解锁时尚新姿态。5月23日，京东潮电时尚日全面开启，携手赫莲娜、 周大福、娇兰、凯乐石等国内外大牌，带来男装、女装、美妆护肤、鞋靴、箱包配饰、运动户外、奢侈 品等多品类爆款好物，更有京东T恤超级品类日晚8点火热开启，吸湿速干、抗菌耐黄、重磅支撑等多 种T恤爆款齐放价。大家可以打开京东APP搜索"服饰美妆心动购物季"进入会场，即可享受跨店每满200 减30、官方立减15%、送礼专享85折等多重优惠，另有女装免单活动火热进行中，百万款大牌女装连抽 30天。 想解锁夏日轻盈感，先从焕新衣橱开始。通勤、约会都适配的UR 无袖连衣裙、章若楠同款茵曼法式 裙，极简剪裁勾勒柔美线条，行走时秒变氛围感美人；夏日必备的蕉下凉感防晒衣，UPF50+硬核防晒 还超透气；宅家星人可选果壳印花家居服，亲肤柔软舒适感拉满。送男友爱步男士运动鞋，鞋底软弹， 暴走不累脚；宝妈别忘给宝宝备上基诺浦学步鞋，轻量柔软，稳稳守护每一次学步探索！ 精致的妆容和细腻的肌肤是解锁自信魅力的关键。追求紧致修护的消费者，可选择赫莲娜黑绷带面霜， 深层抗老化，又能强韧肌肤屏障；OLAY玉兰油淡斑小白瓶可以匀净肤色，击退暗沉，提亮焕白 ...

股票代码：300242 股票简称：佳云科技 广东佳兆业佳云科技股份有限公司 投资者关系活动记录表 编号：2025-001 投资者关系活动类 别 □特定对象调研 □分析师会议 □媒体采访 √业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他 （请文字说明其他活动内容） 参与单位名称及人 员姓名 线上参与佳云科技 2024 年度网上业绩说明会的投资者 时间 2025 年 05 月 13 日（星期二）下午 15:00-17:00 地点 "约调研"微信小程序 上市公司接待人员 姓名 董事长：郭晓群先生 董事、总经理：杨家德先生 独立董事：刘儒昞先生 副总经理、财务总监：刘超雄先生 副总经理、董事会秘书：郑玉飞先生 投资者关系活动主 要内容介绍 公司于 2025 年 5 月 13 日 15:00-17:00，在"约调 研"微信小程序采用网络远程的方式召开 2024 年度网 上业绩说明会。本次业绩说明会以文字问答形式进行， 公司就投资者关注的问题进行了回复，主要问题和回复 内容如下： 1、问：2024 年公司营业收入同比增长 108.30%， 可归属于上市公司股东的净利润却亏损 1.06 亿元，同 比减少 10.9 ...

520将至,挑选一份让TA心动的礼物,传递真挚爱意吧。5月13日,京东服饰美妆心动购物季全面开启,携手 赫莲娜、阿玛尼、浪琴、SK-II、兰蔻、周大生等国内外大牌,带来美妆护肤、黄金珠宝、奢品、钟表眼 镜等全品类浪漫好物,现货开卖不用等。活动期间,在京东APP搜索"礼上加礼"进入会场,不仅可享跨店每 满200减30、送礼专享85折、购物卡充500得520等多种优惠,更有买礼物加赠鲜花、电影票、金贴、口红 礼盒、丝巾等惊喜礼,让爱意双倍抵达。 今年京东服饰美妆心动购物季特别推出"礼上加礼",覆盖赫莲娜、YSL、雅诗兰黛、PRADA、祖玛珑、 周大生等海量国内外大牌,买精华送黄金金片、买香水礼盒送鲜花、买水乳套装送丝巾等超值组合随心 选,5月15日起更有买美妆爆款礼盒加赠钻石吊坠,每晚8点限量抢。 这个520,一起解锁浪漫心意。打开京东APP搜索"礼上加礼"直达京东服饰美妆心动购物季会场,现货开卖 不用等,还可享受每满200减30、礼上加礼、送礼专享85折等多种优惠,为TA送上心意之礼! 腕表既能彰显时尚品位,又能定格重要时刻,让每个节日都更有仪式感。送爱人一款赵丽颖同款浪琴心月 系列月相女表,轻松拿捏优雅气质; ...