证券之星消息，7月30日专业连锁板块较上一交易日上涨1.12%，爱婴室领涨。当日上证指数报收于 3615.72，上涨0.17%。深证成指报收于11203.03，下跌0.77%。专业连锁板块个股涨跌见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 从资金流向上来看，当日专业连锁板块主力资金净流出1.14亿元，游资资金净流出1537.8万元，散户资金 净流入1.29亿元。专业连锁板块个股资金流向见下表： | 代码 | 名称 | 主力净流入 (元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002416 | 爰施德 | 3591.67万 | 6.73% | -638.60万 | -1.20% | -2953.07万 | -5.53% | | 000829 | 天音控股 | 12.27万 | 0.09% | -240.34万 | -1.69% | 228.07万 | 1.60 ...

Market Overview - On July 29, the professional chain sector increased by 0.64% compared to the previous trading day, with Aiying Room leading the gains [1] - The Shanghai Composite Index closed at 3609.71, up 0.33%, while the Shenzhen Component Index closed at 11289.41, up 0.64% [1] Stock Performance - Aiying Room (603214) closed at 20.74, with a rise of 2.62% and a trading volume of 403,500 shares, amounting to a transaction value of 877 million yuan [1] - Kid King (301078) closed at 13.69, up 2.24%, with a trading volume of 2,556,800 shares [1] - Aishide (002416) closed at 12.34, up 1.15%, with a trading volume of 264,600 shares [1] - Tianyin Holdings (000829) remained unchanged at 10.27, with a trading volume of 147,000 shares [1] - Huazhi Wine (300755) closed at 18.80, down 0.90%, with a trading volume of 86,100 shares [1] - Jifeng Technology (300022) closed at 8.37, down 0.95%, with a trading volume of 200,800 shares [1] - Doctor's Glasses (300622) closed at 33.78, down 2.06%, with a trading volume of 108,600 shares [1] Fund Flow Analysis - The professional chain sector experienced a net outflow of 1.069 billion yuan from institutional investors, while retail investors saw a net inflow of 759 million yuan [1] - The detailed fund flow for individual stocks shows that: - Huazhi Wine had a net inflow of 2.99 million yuan from institutional investors, but a net outflow of 7.66 million yuan from speculative funds [2] - Aishide experienced a net outflow of 5.39 million yuan from institutional investors, with a net inflow of 5.76 million yuan from speculative funds [2] - Tianyin Holdings had a net outflow of 12.15 million yuan from institutional investors, with a net inflow of 3.25 million yuan from speculative funds [2] - Jifeng Technology saw a net outflow of 24.12 million yuan from institutional investors, with a net inflow of 6.40 million yuan from speculative funds [2] - Doctor's Glasses had a significant net outflow of 56.60 million yuan from institutional investors, while retail investors contributed a net inflow of 78.18 million yuan [2] - Aiying Room faced a net outflow of 104 million yuan from institutional investors, with a net inflow of 87.44 million yuan from retail investors [2] - Kid King had a net outflow of 870 million yuan from institutional investors, with a substantial net inflow of 307 million yuan from speculative funds [2]

深圳市爱施德股份有限公司 关于公司股东股份质押延期的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导 性陈述或重大遗漏。 深圳市爱施德股份有限公司（以下简称"公司"）于 2025 年 7 月 21 日接到公司股东深圳 市神州通投资集团有限公司（以下简称"神州通投资"）的通知，神州通投资将其持有的公司 部分股份进行了质押延期，具体事项如下： | 股东 | 是否为控 股股东或 第一大股 | 本次 质押延期 | 占其所 持股份 | 占公司 总股本 | 是否 为限 | 是否 为补 | 质押起始日 | | 原质押 | | 延期后质 | | 质权 | 质押 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 东及其一 | 数量 | 比例 | 比例 | 售股 | 充质 | | | 到期日 | 押到期日 | | | 人 | 用途 | | | 致行动人 | （股） | （%） | （%） | | 押 | | | | | | | | | | 深圳市 ...

Group 1: Company Overview - Aishide Co., Ltd. was established in June 1998 and listed on the Shenzhen Stock Exchange in May 2010 [2] - The company is a leading provider of digital smart distribution and retail services, focusing on mobile smart terminals, 3C digital products, communication and value-added services, and fast-moving consumer goods [2] - Aishide has established long-term strategic partnerships with numerous top brands and has developed its own brands in the 3C digital and fast-moving consumer goods sectors [2] Group 2: Investment Activities - Aishide's investment fund, Aishide Smart City Fund, has a scale of RMB 500 million, focusing on smart terminals, artificial intelligence, and low-altitude economy [3] - The fund's first investment project is in Hangzhou Yundong Technology Co., Ltd., which recently completed a financing round of nearly RMB 500 million [3] Group 3: Strategic Partnerships - Aishide serves as the online and offline retail service provider for the Honor brand and is an authorized service provider in multiple countries including Hong Kong, Thailand, and Vietnam [3] - The company invested RMB 660 million in a joint acquisition of Honor in 2020, with further details available in previous announcements [3] Group 4: AI and Digital Transformation - Aishide has established Shenzhen Aishide Smart Computing Technology Co., Ltd. in collaboration with Shanghai Xiaoyi Technology Co., Ltd. to advance its AI computing strategy [4] - The company has signed its first computing power project, marking a transition from planning to practice in its computing strategy [4] Group 5: Shareholder Returns - Since its listing, Aishide has distributed over RMB 1 billion in cash dividends, with more than RMB 600 million in dividends planned for the 2024 fiscal year [5] - The company has a shareholder return plan for the next three years (2023-2025) aimed at providing stable returns while ensuring sustainable operations [5]

云深处科技作为具身智能领域的创新引领者，自2016年成立以来专注于人形及四足机器人研发，其"绝 影"系列产品在电力巡检、应急救援等B端场景已落地600余个项目，与国家电网、宝钢股份（600019） 等巨头建立长期合作，多项性能指标居全球领先。此次近5亿元融资中，除爱施德智城基金外，达晨财 智、国新基金等机构亦参与投资，多方资本加持凸显行业对其技术路线与商业化前景的认可。 爱施德智城基金全称为深圳爱施德智城产业投资并购合伙企业，总规模5亿元。作为国内领先的数字化 分销与零售服务商，爱施德在新消费、AI智算等领域积累深厚，此次联合深智城产投设立基金，旨在 通过资本运作推动产业升级。深智城产投作为深圳市智慧城市科技发展集团的资本平台，在数字经济与 智慧城市领域资源禀赋突出，双方此前在荣耀品牌发展中已形成紧密协作——2020年深智城集团牵头收 购荣耀业务资产，爱施德以6.6亿元成为荣耀渠道商最大战略投资者，如今荣耀已启动上市辅导，双方 战略合作持续深化。 作为产融结合战略的重要实践，此次投资是爱施德深耕智慧终端、人工智能等科技领域的关键布局，公 司将以此为契机深度融入机器人产业发展浪潮，通过资本赋能与产业协同，为公司 ...

Group 1 - Xuanbu Investment recently conducted research on a listed company, Aishide, which is a retail service provider for the Honor brand and has actively participated in various fields [1] - Aishide invested 660 million yuan in a joint acquisition of Honor, and the company is preparing for the initial public offering of Honor Terminal Co., Ltd. with a counseling status of "counseling record" [1] - Aishide has established a partnership focused on smart terminals, artificial intelligence, and low-altitude economy, and has completed the registration of Shenzhen Aishide Smart City Industrial Investment Partnership [1] Group 2 - Aishide has implemented a three-year shareholder return plan (2023-2025) and has distributed over 4 billion yuan in cash dividends since its listing [1] - The National Development and Reform Commission has initiated a "two new" policy, allocating a total of 162 billion yuan in central funds for consumer goods replacement, with an additional 138 billion yuan to be distributed [1]

Industry Overview - The retail industry experienced a decline of 0.79% today, with a net outflow of funds amounting to 1.09 billion yuan [1] - Among the 99 stocks in the retail sector, 34 stocks rose, while 52 stocks fell, indicating a mixed performance within the industry [1] Fund Flow Analysis - The top three stocks with the highest net outflow include Cuiwei Co., Ltd. with 607 million yuan, Kuaijingtong with 227 million yuan, and Xiaoshangcheng with 158 million yuan [1] - The leading stock in terms of net inflow is Aishide, which saw an inflow of 253 million yuan, followed by Ruoyuchen and Tianyin Holdings with inflows of 48.9 million yuan and 37.8 million yuan respectively [1][3] Stock Performance - Cuiwei Co., Ltd. had the largest decline at -9.97%, with a turnover rate of 28.22% and a net outflow of approximately 607 million yuan [1] - Other notable decliners include Kuaijingtong at -3.19% and Xiaoshangcheng at -6.04% [1] Market Sentiment - The overall market sentiment in the retail sector appears negative, as indicated by the significant net outflow of funds and the number of declining stocks [1][2]

Group 1: Company Overview - Aishide Co., Ltd. (stock code: 002416) was established in June 1998 and listed on the Shenzhen Stock Exchange in May 2010 [3] - The company is a leading provider of digital smart distribution and retail services, focusing on mobile smart terminals, 3C digital products, communication and value-added services, and fast-moving consumer goods [3] Group 2: Strategic Partnerships and Investments - Aishide is a retail service provider for the Honor brand and holds a stake in Honor, having invested 660 million CNY in a joint acquisition in 2020 [3][4] - The company has established an industrial fund, Shenzhen Aishide Smart City Industrial Investment and M&A Partnership, focusing on smart terminals, artificial intelligence, and low-altitude economy sectors [4] Group 3: Financial Performance and Shareholder Returns - Since its listing, Aishide has distributed over 4 billion CNY in cash dividends, emphasizing long-term, stable, and high-quality development [4] - The company has a shareholder return plan for 2023-2025, aiming to create stable returns while ensuring ongoing operations [4] Group 4: Market Trends and Government Policies - In 2023, the Chinese government allocated 3 billion CNY in bonds to support the "two new" policies, promoting consumption upgrades through trade-in programs [4] - Aishide is adapting to market changes, including the cancellation of certain regional subsidies, while continuing to support consumer goods upgrades [4]

证券代码：002416 证券简称：爱施德 公告编号：2025-023 深圳市爱施德股份有限公司 关于公司股东股份解除质押的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导 性陈述或重大遗漏。 深圳市爱施德股份有限公司（以下简称"公司"）于 2025 年 6 月 30 日接到公司股东深 圳市神州通投资集团有限公司（以下简称"神州通投资"）的通知，神州通投资将其持有的 公司部分股份进行了解除质押，具体事项如下： 一、股东股份解除质押基本情况 | | | | | | | | 已质押股份 | | 未质押股份 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | | 情况 | | 情况 | | | | | | | | 占其 | 占公 | 已质 | | | | | 股东 | 持股数量 | 持股 | 本次解除质 | 本次解除质 | 所持 | 司总 | 押股 | 占已 | | 占未 | | | | 比例 | 押前质押股 | 押后质押股 | 股份 | 股本 | 份限 | 质押 ...

Summary of Conference Call for Aishide Company and Industry Overview - Aishide is one of the two authorized agents for Honor in China, with an expanded cooperation scope that includes exclusive agency rights in Hong Kong and parts of Southeast Asia, benefiting from Honor's overseas market expansion and high-end globalization strategy [2][3] Core Points and Arguments - Honor signed a listing guidance agreement on June 24, 2024, with expectations to complete the listing guidance by March 2025, drawing insights from the listing speed of SMIC on the STAR Market [2][6] - In Q2 2025, Aishide's performance benefited from the 618 e-commerce event and the back-to-school phone replacement period, with the Honor 40 series pre-sale achieving over 2.5 million units in three days, setting a record for new product sales in three years [2][7] - The national subsidy policy has a "pulse-like" effect on mobile phone sales, leading to short-term increases followed by declines, indicating a need for substantial innovations like AI technology to drive the overall mobile industry [2][8] - Aishide established a joint investment fund with Shenzhen Smart City Investment, focusing on AI and smart technology investments, leveraging state-owned background to select quality investment targets and mitigate direct investment risks [2][9][10] Additional Important Content - Aishide's collaboration with Honor began when Honor was part of Huawei, and after Honor's separation, Aishide became its independent agent, covering both online and offline channels [3] - The company is implementing a "reduce burden and increase efficiency" strategy in 2024, aiming to divest certain business units and seek new growth avenues through capital operations [4][13] - Aishide's overseas operations are supported by established local teams and relationships, facilitating market entry without starting from scratch [5] - The collaboration with the Shanghai Stock Exchange in the computing power sector involves resource sharing, with Aishide responsible for hardware assembly, deployment, and maintenance, presenting a lower-risk investment model [4][10] - Aishide's cautious investment strategy focuses on projects that positively impact valuation, with a successful investment in Honor and an unsuccessful one in a renewable energy factory due to commercial impairment [11][12]