证券代码：002416 证券简称：爱施德 公告编号：2024-042 深圳市爱施德股份有限公司 关于公司股东股份质押的公告 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 2024 年 11 月 15 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，具体事项如下： 一、股东股份质押基本情况 截至公告披露日，上述股东及其一致行动人所持质押股份情况如下： | | | | | | | | 已质押股份 | | 未质押股份 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | | 情况 | | 情况 | | | | | | | | 占其 | 占公 | 已质 | | | | | | | 持股 | 本次质押前 | 本次质押后 | 所持 | 司总 | 押股 | 占已 | | 占未 | | 股东 | 持股数量 | 比例 | 质押股份数 | ...

深圳市爱施德股份有限公司 关于股价异动的公告 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。 证券代码：002416 证券简称：爱施德 公告编号：2024-041 三、是否存在应披露而未披露信息的说明 公司董事会确认，公司目前没有任何根据《深圳证券交易所股票上市规则》 一、股票交易异常波动的情况介绍 深圳市爱施德股份有限公司（以下简称"公司"）（证券简称：爱施德，证 券代码：002416）股票交易价格连续 2 个交易日内（2024 年 11 月 7 日、2024 年 11 月 8 日）收盘价格跌幅偏离值累计超过 20%。根据《深圳证券交易所股票交易 规则》相关规定，属于股票交易异常波动的情况。 二、公司关注并核实情况 针对股票交易异常波动，公司董事会对有关事项进行了核查，具体情况说明 如下： 1、公司前期披露的信息不存在需要更正、补充之处。 2、公司已分别于 2024 年 10 月 31 日、2024 年 11 月 4 日披露了《关于股价 异动的公告》，2024 年 11 月 7 日披露了《关于股票交易严重异常波动的公告》， 详见公司于巨潮资讯网（www.cn ...

证券代码：002416 证券简称：爱施德 公告编号：2024-040 深圳市爱施德股份有限公司 关于股票交易严重异常波动的公告 深圳市爱施德股份有限公司（以下简称"公司"）（证券简称：爱施德，证 券代码：002416）股票交易价格连续 3 个交易日内（2024 年 11 月 4 日至 2024 年 11 月 6 日）收盘价格涨幅偏离值累计超过 20%。根据《深圳证券交易所股票交易 规则》相关规定，属于股票交易异常波动的情况。 公司股票交易价格连续 8 个交易日内（2024 年 10 月 28 日至 2024 年 11 月 1 日、2024 年 11 月 4 日至 2024 年 11 月 6 日）收盘价格涨幅累计偏离 102.45%， 根据《深圳证券交易所股票交易规则》相关规定，属于股票交易严重异常波动的 情况。 二、公司关注并核实情况的说明 针对股票交易严重异常波动，公司董事会通过电话、发函等方式就相关问题 进行了核实，具体情况说明如下： 1、公司前期披露的信息不存在需要更正、补充之处。 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。 一、股票交易异常波动的情 ...

Company Highlights - Aishide's stock price reached a historical high, increasing by 10.01% to 17.69 yuan, with a trading volume of 6.2838 million shares and a transaction amount of 1.11 billion yuan [1] - The latest total market capitalization of Aishide in A-shares is 21.923 billion yuan, while the circulating market capitalization is 21.651 billion yuan [1] - The margin trading data shows that as of November 1, the latest margin balance for Aishide is 1.071 billion yuan, with a financing balance of 1.068 billion yuan, which has increased by 433 million yuan over the past 10 days, representing a growth of 68.13% [1] Industry Overview - The overall decline in the retail trade industry is 0.38%, with 32 stocks experiencing price increases, including Aishide, which ranks among the top gainers [1] - Other notable gainers in the industry include Central Mall and Ruoyuchen, with respective increases of 10.14% and 7.06% [1] - Conversely, 60 stocks in the industry have seen price declines, with the largest drop being 10.00% for Shen Saige [1]

Core Viewpoint - Aishide has experienced a significant surge in stock price, achieving a series of five consecutive daily limit-ups, indicating strong market interest and investor confidence [1] Stock Performance - The stock price reached 17.69 yuan, with a trading volume of 3.09 million shares and a total transaction value of 54.69 million yuan as of 9:26 [1] - During the consecutive limit-up period, the stock has increased by 61.11%, with a cumulative turnover rate of 47.60% [1] Market Capitalization - The total market capitalization of A-shares has reached 21.92 billion yuan, while the circulating market capitalization stands at 21.65 billion yuan [1]

证券代码：002416 证券简称：爱施德 公告编号：2024-039 深圳市爱施德股份有限公司 关于股价异动的公告 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。 一、股票交易异常波动的情况介绍 深圳市爱施德股份有限公司（以下简称"公司"）（证券简称：爱施德，证 券代码：002416）股票交易价格连续 2 个交易日内（2024 年 10 月 31 日、2024 年 11 月 1 日）日收盘价格涨幅偏离值累计超过 20%。根据《深圳证券交易所股 票交易规则》相关规定，属于股票交易异常波动的情况。 二、公司关注并核实情况 2、公司是荣耀品牌的线上、线下零售服务商。2020 年公司与团队共同斥资 6.6 亿元参与对荣耀的联合收购。据荣耀官网信息，2024 年 10 月 30 日晚，荣耀 于深圳正式发布年度 AI 旗舰手机——荣耀 Magic7 系列。据上海证券报 2024 年 10 月 31 日以《荣耀上市，最新进展》为题的报道，中国电信、中金资本旗下基 金、基石旗下基金、特发基金，以及新一轮代理商投资平台金石星耀等已投资荣 耀。除此之外公司未发现近期公共传媒报道了 ...

Core Viewpoint - The stock has shown significant activity in margin trading, with a notable increase in financing balance and overall trading volume, indicating heightened investor interest [1] Margin Trading Data - As of October 31, the stock's margin trading balance is 865 million yuan, with a financing balance of 862 million yuan, which has increased by 267 million yuan compared to the previous trading day, reflecting a 44.95% increase [1] - Over the past four days, the cumulative increase in margin trading balance is 188 million yuan, representing a 27.90% growth [1] Trading Activity - The stock has appeared on the "Dragon and Tiger List" due to a cumulative price deviation of 20% over three consecutive trading days [1] - Institutional investors have net bought 13.0657 million yuan, while the Shenzhen Stock Connect has seen a cumulative net sell of 3.5826 million yuan, resulting in a total net buy of 6.0623 million yuan from brokerage seats [1]

证券代码：002416 证券简称：爱施德 公告编号：2024-038 深圳市爱施德股份有限公司 关于股价异动的公告 1、公司前期披露的信息不存在需要更正、补充之处。 2、公司是荣耀品牌的线上、线下零售服务商，也是荣耀品牌在香港、泰国、 越南等多个国家及地区的授权服务商。2020 年公司与团队共同斥资 6.6 亿元参与 对荣耀的联合收购。据荣耀官网信息，2024 年 10 月 30 日晚上举办荣耀 Magic7 系列旗舰新品发布会。除此之外公司未发现近期公共传媒报道了可能或已经对公 司股票交易价格产生较大影响的未公开重大信息。 3、近期公司经营情况正常，内外部经营环境未发生重大变化。 4、公司、控股股东和实际控制人不存在关于公司的应披露而未披露的重大 事项，或处于筹划阶段的重大事项。 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。 一、股票交易异常波动的情况介绍 深圳市爱施德股份有限公司（以下简称"公司"）（证券简称：爱施德，证券 代码：002416）股票交易价格连续 2 个交易日内（2024 年 10 月 29 日、2024 年 10 月 30 日）日收盘价格 ...

Investment Rating - The report maintains a "Buy" rating for the company, indicating a positive outlook for its stock performance relative to the market [5][8]. Core Insights - The company reported a revenue of 57.46 billion yuan for the first three quarters of 2024, a year-on-year decrease of 17.36%, while the net profit attributable to shareholders was 525 million yuan, showing a slight increase of 1.57% [5][9]. - The third quarter of 2024 saw a decline in main business revenue to 18.61 billion yuan, down 19.01% year-on-year, and a net profit of 130 million yuan, down 34.5% [5][6]. - The domestic smartphone market showed resilience, with a 3.2% year-on-year increase in shipments, suggesting potential for recovery in demand through trade-in programs and new product launches [6][8]. Financial Performance Summary - The company's gross margin for the first three quarters of 2024 was 3.71%, an increase of 0.68 percentage points year-on-year, indicating improved profitability [7]. - The company’s operating expenses ratio was 2.48%, up 0.56 percentage points year-on-year, with sales, management, and R&D expenses showing slight increases [7]. - The projected net profit for 2024 is 744 million yuan, with expected growth rates of 13.5% in 2025 and 8.9% in 2026 [9][11]. Market Position and Strategy - The company is a key distributor for major smartphone brands, including Apple and Honor, with a robust distribution network of over 100,000 stores nationwide [6][8]. - The company is enhancing its digital transformation by integrating its app with Huawei's HarmonyOS and participating in the China Mobile terminal trade-in project, which may open new growth avenues [8][9]. - The company aims to expand its product offerings in the 3C digital and fast-moving consumer goods sectors while developing its own brand strategy [8].

Investment Rating - The report maintains a "Recommended" rating for the company [4]. Core Views - The company experienced a decline in total revenue of 17.36% year-on-year, with total revenue reaching 57.458 billion yuan in the third quarter of 2024 [1]. - The company's net profit attributable to shareholders increased by 1.57% year-on-year, amounting to 5.25 billion yuan [1]. - The smartphone market in China is gradually recovering, and the company, as a multi-core brand distributor, is expected to benefit significantly from this growth [2]. - The new retail business is expanding, with the company's tea brand "Cha Xiaokai" achieving over 100 million yuan in sales in the first half of the year [2]. - The company is actively expanding its overseas market presence, particularly in regions like Hong Kong, Thailand, and Vietnam [2]. - The forecasted net profits for 2024, 2025, and 2026 are 746 million yuan, 932 million yuan, and 1.038 billion yuan respectively, with corresponding PE ratios of 17X, 14X, and 12X [2][5]. Financial Summary - In Q3 2024, the company achieved revenue of 18.611 billion yuan, a year-on-year decrease of 19.01% but an increase of 8.24% compared to Q2 2024 [1]. - The gross profit margin for Q3 2024 was 3.64%, up from 3.46% in Q3 2023 but down from 3.96% in Q2 2024 [1]. - The company's total revenue for 2023 is projected at 92.16 billion yuan, with a growth rate of 0.8% [5]. - The net profit for 2023 is estimated at 655 million yuan, reflecting a decline of 10.3% [5]. - The company’s total assets are expected to grow from 12.457 billion yuan in 2023 to 26.106 billion yuan by 2026 [6].