Summary of Key Points Core Viewpoint The report outlines the fundraising and usage status of Aimer Group for the first half of 2025, detailing the total amount raised, its allocation to projects, and the management of these funds. Group 1: Fundraising Overview - The total net amount raised from the initial public offering (IPO) was RMB 761.25 million after deducting issuance costs of RMB 78.56 million, with all funds received by May 20, 2021 [1][2]. - As of December 31, 2024, a total of RMB 619.01 million had been directly invested in fundraising projects, with a remaining balance of RMB 43.75 million in the fundraising account [2][4]. Group 2: Fund Usage and Management - By June 30, 2025, the cumulative investment in fundraising projects reached RMB 640.34 million, with RMB 128.73 million from completed projects permanently supplementing working capital [2][5]. - The company has established a management system for fundraising, including a three-party supervision agreement with banks and sponsors to ensure the safety of fund usage [3][4]. Group 3: Project Adjustments and Financial Management - The company has adjusted the use of previously allocated funds, redirecting RMB 162.51 million from the "Vietnam Production Base" project to the "Brand Promotion" project due to changes in market conditions [7][12]. - The "Brand Promotion" project has incurred expenditures of RMB 146.44 million as of June 30, 2025, with the completion date extended to December 2025 [8][10]. Group 4: Compliance and Reporting - The company confirms that all disclosures regarding the use of fundraising comply with relevant laws and regulations, with no significant violations reported [6][9].

Core Viewpoint - Aimer Co., Ltd. reported a decline in revenue and net profit for the first half of 2025, attributed to weak demand in the mid-to-high-end market and rising operational costs, despite maintaining a strong brand presence in the intimate apparel industry [2][12][13]. Financial Performance - Revenue for the first half of 2025 was approximately CNY 1.60 billion, a decrease of 2.91% compared to the same period last year [3]. - Total profit was CNY 114.70 million, down 33.96% year-on-year [3]. - Net profit attributable to shareholders was CNY 106.13 million, a decline of 31.37% from the previous year [3]. - Basic earnings per share decreased by 33.33% to CNY 0.26 [3]. Business Overview - Aimer focuses on high-quality intimate apparel and has developed a multi-brand, omnichannel business model, establishing strong brand recognition in the market [12][13]. - The company operates several brands, including Aimer, Aimer Men, Aimer Kids, and La Clover, each targeting different consumer segments [12][13][14]. Market Position - Aimer is a leading player in the intimate apparel industry, with its brands consistently ranking first in market share for similar products [10][12]. - The company has been recognized as a "Top 100 Enterprise in the Chinese Apparel Industry" and has received multiple awards for its innovation and sustainability efforts [10][11]. Industry Context - The intimate apparel market is experiencing a trend of consumption downgrade, with increased price competition and a shift towards health, comfort, and sustainability in consumer preferences [12][13]. - Despite challenges, there remains a significant demand for high-quality intimate apparel, particularly in the health and wellness segments [13][14]. Strategic Initiatives - Aimer is committed to technological innovation and product development, investing in new materials and techniques to enhance product offerings [12][14]. - The company is also focusing on digital transformation and enhancing its supply chain management to improve operational efficiency [12][14].

| 爱慕股份有限公司2025 | | | | | | | | 年半年度报告摘要 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 公司代码：603511 | | | | | | | 公司简称：爱慕股份 | | | 爱慕股份有限公司 | | | | | | | | | | 爱慕股份有限公司2025 | 年半年度报告摘要 | | | | | | | | | 第一节 重要提示 | | | | | | | | | | 展规划，投资者应当到 www.sse.com.cn | | | | | | | 网站仔细阅读半年度报告全文。 | | | 完整性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 | | | | | | | | | | 无 | | | | | | | | | | 第二节 公司基本情况 | | | | | | | | | | 公司股票简况 | | | | | | | | | | 股票种类 股票上市交易所 股票简称 | | 股票代码 | | | 变更前股 | | | | | 票简称 | | | | | | | | | | ...

证券代码：603511 证券简称：爱慕股份 公告编号：2025-030 爱慕股份有限公司 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 ? 本次董事会全部议案均获通过，无反对票。 一、董事会会议召开情况 爱慕股份有限公司（以下简称"公司"）第三届董事会第十二次会议通知和 会议材料于 2025 年 8 月 15 日以电子邮件等方式发出，会议于 2025 年 8 月 26 日在公司会议室以现场结合通讯表决方式召开。本次会议由董事长张荣明先生主 持，会议应出席董事 7 名，实际出席董事 7 名，公司监事及非董事高级管理人员 列席了会议。 本次董事会会议的召开符合有关法律、行政法规、部门规章、规范性文件和 公司章程的规定。 二、董事会会议审议情况 在公司董事充分理解会议议案并表达意见后，以记名投票的表决方式通过了 以下议案： （一）审议通过了《公司 2025 年半年度报告及摘要》 表决结果：同意 7 票，反对 0 票，弃权 0 票。 重要内容提示： 本议案已经公司第三届董事会审计委员会第七次会议审议通过。 ? 公司全体董事出席了本次 ...

重要内容提示： ? 公司全体监事出席了本次会议。 ? 本次监事会全部议案均获通过，无反对票。 证券代码：603511 证券简称：爱慕股份 公告编号：2025-031 一、监事会会议召开情况 爱慕股份有限公司（以下简称"公司"）第三届监事会第十一次会议通知和会 议材料于 2025 年 8 月 15 日以电子邮件等方式发出，会议于 2025 年 8 月 26 日在公 司会议室以现场方式召开。本次会议由监事会主席吴晓平女士主持，会议应出席监 事 3 名，实际出席监事 3 名。 爱慕股份有限公司 本公司监事会及全体监事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 本次监事会会议的召开符合有关法律、行政法规、部门规章、规范性文件和公 司章程的规定。 具 体 内 容 详 见 2025 年 8 月 28 日 公 司 披 露 于 上 海 证 券 交 易 所 网 站 （www.sse.com.cn）及指定媒体的《公司 2025 年半年度报告》和《公司 2025 年半 年度报告摘要》。 （二）审议通过了《关于公司 2025 年半年度募集资金存放与实际使用情况专 项报 ...

爱慕股份有限公司2025 年半年度报告 公司代码：603511 公司简称：爱慕股份 爱慕股份有限公司 2025 年半年度报告 1 / 201 爱慕股份有限公司2025 年半年度报告 重要提示 一、 本公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实性、准确 性、完整性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 二、 公司全体董事出席董事会会议。 三、 本半年度报告未经审计。 四、 公司负责人张荣明、主管会计工作负责人吕晓娣及会计机构负责人（会计主管人员）吕晓 娣声明：保证半年度报告中财务报告的真实、准确、完整。 五、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 无 六、 前瞻性陈述的风险声明 √适用 □不适用 本报告所涉及的未来计划、发展战略等前瞻性陈述，不构成公司对投资者的实质承诺，投资 者及相关人士均应当对此保持足够的风险认识，并且应当理解计划、预测与承诺之间的差异。 七、 是否存在被控股股东及其他关联方非经营性占用资金情况 否 八、 是否存在违反规定决策程序对外提供担保的情况 否 九、 是否存在半数以上董事无法保证公司所披露半年度报告的真实性、 ...

爱慕股份8月27日披露的半年报显示，公司上半年实现营业收入15.98亿元，同比下降2.91%；归属于上 市公司股东的净利润1.06亿元，同比下降31.37%；基本每股收益0.26元。 ...

Core Insights - The company is focusing on women's empowerment trends, emphasizing comfort and health in lingerie, with no-wire and simplified sizing becoming mainstream [1] - Technological innovation and deep channel cultivation are identified as the company's key competitive advantages [1] - The company is undergoing brand rejuvenation and exploring new marketing strategies, including the use of social media and AI for market operations [1] Financial Performance - In the fiscal year 2024, the company reported revenue of 3.163 billion yuan, a decrease of 7.71% year-on-year [1] - The net profit attributable to shareholders was 163 million yuan, down 46.56% compared to the previous year [1] Research and Development - The company has established a large body shape database covering various age groups and regions in China, which aids in the development of innovative lingerie products [2] - It has set up dual R&D centers in Beijing and Suzhou, and formed strategic partnerships with educational institutions for advanced material research [2] - The company is investing in smart manufacturing technologies to enhance production efficiency and flexibility in lingerie manufacturing [2][3] Sustainable Practices - The company has developed a green intelligent production system that integrates equipment connectivity and data sharing to optimize production processes [3] - It has successfully created and applied seaweed fiber fabric, which offers multiple benefits such as comfort, breathability, and environmental sustainability [3]

Core Viewpoint - The article discusses the evolution of the lingerie industry in China, focusing on the brand Aimer, founded by Zhang Rongming, and its adaptation to changing consumer preferences and market dynamics [2][5][26]. Company Overview - Aimer was founded in 1993 by Zhang Rongming, who initially developed a high-performance memory alloy bra under the brand [5][6]. - The company has grown to become a leading player in the domestic lingerie market, with a diverse product line that includes various sub-brands [5][6][10]. Market Trends - The lingerie market is experiencing a shift in consumer preferences, with a growing emphasis on comfort and practicality over traditional notions of beauty and allure [6][8][10]. - New brands are emerging with innovative concepts such as "wireless" and "size-free" designs, challenging established players like Aimer [6][12][17]. Competitive Landscape - Aimer has historically been a pioneer in the use of memory alloy materials for bras, but it faces increasing competition from new entrants that leverage modern marketing strategies and consumer trends [6][12][17]. - The brand has maintained its market position despite the entry of global competitors like Victoria's Secret, which struggled in the Chinese market due to cultural differences [8][9][12]. Consumer Behavior - The new generation of Chinese female consumers is shifting from a desire to please others to a focus on self-expression and comfort in their lingerie choices [6][10][12]. - Aimer recognizes the importance of adapting to these changing consumer values while maintaining its brand identity [17][25]. Production and Supply Chain - The lingerie industry is moving towards more efficient production methods, such as bonding technology, which reduces labor costs and increases production capacity [12][24]. - Aimer is exploring new manufacturing techniques while balancing the need for quality and brand integrity [12][24]. Strategic Direction - Aimer's strategy emphasizes maintaining brand consistency across online and offline channels, resisting the urge to engage in price wars [19][21][26]. - The company is focused on building a strong brand presence and adapting to market changes without compromising its core values [17][26].

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