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].

Group 1: New Stock Offerings - Shenke Co., Ltd. (002633) has a tender offer period from July 29, 2025, to August 27, 2025[1] - ST Kelly (300326) has a tender offer period from July 17, 2025, to August 15, 2025[1] - ST Zitian (300280) has a tender offer period ending on July 21, 2025[1] Group 2: Market Alerts - Xizang Tourism (600749) reported severe abnormal fluctuations on July 31, 2025[1] - Tianlu Convertible Bonds (110060) announced significant market activity on July 30, 2025[1] - ST Suwu (600200) experienced unusual trading patterns on July 30, 2025[1] Group 3: Additional Announcements - Happiness Blue Ocean (300528) issued a notice on July 30, 2025, regarding market conditions[1] - Common Pharmaceutical (300966) provided updates on August 1, 2025, related to stock performance[1] - Dongjie Intelligent (300486) released a statement on August 1, 2025, concerning market volatility[1]

Market Overview - During the past week (July 28 to August 1), all three major A-share indices experienced declines, with the Shanghai Composite Index closing at 3559.95 points, down 0.94% for the week [2] - The Shenzhen Component Index closed at 10991.32 points, down 1.58%, while the ChiNext Index closed at 2322.63 points, down 0.74% [2] - Over 31% of stocks rose during the week, with 128 stocks increasing by over 15%, while 14 stocks fell by more than 15% [2] Top Gainers - Nanjing New Pharmaceutical (688189.SH) led the weekly gainers with a 78.01% increase, followed by Dongxin Technology (688110.SH) with a 53.68% rise [4] - Other notable gainers included Southern Road Machinery (603280.SH), Sixuan New Materials (301489.SZ), Dongjie Intelligent (300486.SZ), and Lide Man (300289.SZ), all with weekly gains exceeding 46% [4] Nanjing New Pharmaceutical - Nanjing New Pharmaceutical specializes in antiviral drugs and is currently planning to acquire a domestic pharmaceutical technology asset group, which has led to a significant stock price increase of nearly 70% over three days [5][7] - The company has faced continuous financial pressure, reporting net losses of -78.83 million yuan in 2022, -10.87 million yuan in 2023, and projected losses of -357 million yuan in 2024 [6] - The stock price surged by 17.01% and 20% on July 28 and 29, respectively, and reached a 20% limit up on July 31, closing at 17.14 yuan [7] Top Losers - Aimer Group (603511.SH) was the biggest loser, with a weekly decline of 23.19%, attributed to unmet performance targets leading to the repurchase and cancellation of restricted stock [9] - The company, which focuses on the design, production, and sales of lingerie and homewear, reported a revenue drop from 33.00 billion yuan in 2022 to 31.63 billion yuan in 2024, with a corresponding decline in net profit [10][12] - Aimer's stock experienced significant volatility, hitting a limit down on July 29 and closing at 15.97 yuan with a trading volume of 4.1 billion yuan [10]

Core Viewpoint - The evolution of the lingerie market in China reflects changing female consciousness, with a shift towards comfort, health, and self-acceptance, leading to increased competition for established brands like Aimer [1][3]. Company Overview - Aimer has developed into a leading lingerie company in China with over 30 years of history, offering multiple brands including Aimer, Aimer Mr., Aimer Kids, and LA CLOVER, with over 1,700 stores across more than 200 cities [2]. - The company reported a revenue of 3.163 billion yuan for the fiscal year 2024, a decrease of 7.71% year-on-year, and a net profit of 163 million yuan, down 46.56% from the previous year [3]. Market Trends - The lingerie market is witnessing a trend towards wireless and simplified sizing options, with new brands like Ubras and Banana Inner gaining popularity among consumers [3]. - Aimer faces challenges in adapting to these market changes while maintaining its traditional strengths in wired bras [3]. Future Strategies - Aimer plans to open more flagship stores while increasing its online sales proportion, aiming for online sales to account for over 30% of total revenue [3][22]. - The company is focusing on brand restructuring, particularly for Aimer's sub-brand Aimer Beauty, to attract younger consumers [12][15]. Product Development - Aimer has been innovating in materials, with a significant portion of its product line now consisting of wireless bras, which account for half of its offerings [26]. - The company is also exploring sustainable materials, such as seaweed fiber, which has been introduced in its latest sleepwear line [32]. Research and Development - Aimer invests over 3% of its annual revenue in R&D, employing around 500 personnel in this area, which constitutes nearly 6% of its workforce [34]. International Expansion - Aimer has been expanding internationally since 2007, with plans to focus on markets in Asia, Southeast Asia, and Australia in its next phase of growth [35].

Core Viewpoint - Aimer Co., Ltd. experienced a significant stock price decline, with a cumulative drop of 20% over three consecutive trading days, triggering an abnormal trading fluctuation notice [2][3]. Group 1: Stock Trading Abnormality - The company's stock price fell by a cumulative 20% over the trading days of July 28, 29, and 30, 2025, which is classified as an abnormal trading fluctuation according to the Shanghai Stock Exchange rules [2][3]. Group 2: Company Operations and Major Events - A self-examination by the company confirmed that its operations are normal, with no significant changes in the market environment or industry policies, and no undisclosed information that should have been disclosed [4]. - The company verified with its controlling shareholder and actual controller, Mr. Zhang Rongming, that there are no major undisclosed events affecting the stock price, including significant asset restructuring, share issuance, or major business collaborations [5]. - There have been no media reports or market rumors identified that could have impacted the company's stock price [6]. Group 3: Other Sensitive Information - The company confirmed that there are no other significant events that could substantially affect its stock price, and there were no stock transactions by directors, supervisors, senior management, or controlling shareholders during the period of abnormal trading [7].

爱慕股份有限公司 股票交易异常波动公告 证券代码：603511 证券简称：爱慕股份 公告编号：2025-029 经公司自查，公司目前经营正常，公司市场环境或行业政策未发生重大调整，内 部经营秩序正常，不存在应当披露而未披露的信息。 （二）重大事项情况 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。 重要内容提示： ? 爱慕股份有限公司（以下简称"公司"）股票于 2025 年 7 月 28 日、2025 年 7 月 29 日、2025 年 7 月 30 日连续 3 个交易日内日收盘价格跌幅偏离值累计达 20%， 根据《上海证券交易所交易规则》的有关规定，属于股票交易异常波动的情形。 ? 经公司自查，并向公司控股股东、实际控制人发函核实，截至本公告披露日， 确认不存在应披露而未披露的重大事项。 一、股票交易异常波动的具体情况 公司股票于 2025 年 7 月 28 日、2025 年 7 月 29 日、2025 年 7 月 30 日连续 3 个 交易日内日收盘价格跌幅偏离值累计达 20%。根据《上海证券交易所交易规则》的相 关规定， ...

金橙子：筹划购买萨米特光电55%股权 金橙子公告，公司正在筹划以发行股份及支付现金的方式购买长春萨米特光电科技有限公司55%的股权，同时拟募集配套资金。本次交易预计不构成重大 资产重组，不构成公司关联交易，不会导致公司实控人变更。公司股票自2025年7月31日开市起停牌。 特宝生物：子公司收购Skyline Therapeutics Limited部分资产完成交割 特宝生物公告，全资子公司厦门伯赛基因转录技术有限公司收购Skyline Therapeutics Limited部分资产，收购范围包括Skyline Therapeutics Limited及其下属 公司的资产。2025年7月29日（开曼群岛时间2025年7月28日），本次交易已完成交割。 每经记者｜王琳 每经编辑｜程鹏 魏官红 并购重组 业绩披露 宁德时代：上半年归母净利润同比增长33.02% 宁德时代披露半年度报告，2025年上半年实现营业收入1788.86亿元，同比增加7.27%；归母净利润305.12亿元，同比增长33.02%。 金河生物：上半年归母净利润同比增长51.52% 金河生物披露半年度报告，公司2025年上半年实现营业收入为13. ...