Core Viewpoint - Aishide (002416) reported a significant decline in revenue and net profit for the first half of 2025, indicating challenges in market share and business structure optimization [1][3]. Financial Performance - Total revenue for the first half of 2025 was 25.37 billion yuan, a decrease of 34.69% year-on-year [1]. - Net profit attributable to shareholders was 222 million yuan, down 43.98% year-on-year [1]. - The second quarter revenue was 12.63 billion yuan, a decline of 26.52% year-on-year, with net profit of 95.45 million yuan, down 58.06% [1]. - Gross margin improved to 4.94%, an increase of 31.87% year-on-year, while net margin decreased to 1.01%, down 10.02% [1]. - Total operating expenses reached 906 million yuan, accounting for 3.57% of revenue, an increase of 51.7% year-on-year [1]. Cash Flow and Debt - Operating cash flow per share increased significantly by 304.21% to 1.47 yuan [1]. - The company reported a healthy cash position with cash and cash equivalents increasing by 199.59% [3]. - The debt situation is concerning, with interest-bearing debt at 25.73 billion yuan, a decrease of 21.28% year-on-year, and a debt-to-asset ratio of 22.61% [5]. Accounts Receivable - Accounts receivable amounted to 15.36 billion yuan, representing 264.24% of net profit, indicating potential liquidity issues [1][5]. Investment Activities - Aishide's investment fund participated in a recent financing round for Hangzhou Yundongchu Technology, marking its first external investment project [4].

8月26日，爱施德(002416)发布2025年半年度报告。上半年，公司实现营业收入253.70亿元，净利润2.55 亿元。公司营收与净利润的变化主要源于公司主动优化业务结构，对低毛利和不确定性业务进行缩减， 同时市场环境竞争加剧，消费电子市场需求有所波动。但从毛利率来看，公司上半年毛利率从去年同期 的3.88%提升至5.09%，业务结构优化成效初显。 爱施德作为国内领先的数字化智慧分销和数字化智慧零售服务商，业务布局广泛且深入。在数字化智慧 分销与零售领域，公司是苹果、荣耀、三星、魅族等手机品牌的全国一级经销商，服务网络覆盖国内 T1-T6全渠道，线上线下协同发展。数据显示，苹果业务板块服务超2000家授权门店/网点，并启动零售 联营模式；荣耀业务板块服务7000余家客户，自研"店小蜜"系统覆盖超70%省级客户；三星业务板块服 务超4300家门店，自营26家体验店且助力超1000家门店入驻O2O平台。 在海外销售服务方面，公司作为荣耀在香港、泰国、越南等国家/地区的授权服务商，上半年海外销售 收入同比增长29.96%。据市场调研机构GFK数据，上半年荣耀在香港市场份额稳居前三，6月达20.2% 跻身Top2 ...

据证券之星公开数据整理，近期爱施德（002416）发布2025年中报。截至本报告期末，公司营业总收入 253.7亿元，同比下降34.69%，归母净利润2.22亿元，同比下降43.98%。按单季度数据看，第二季度营 业总收入126.33亿元，同比下降26.52%，第二季度归母净利润9544.66万元，同比下降58.06%。本报告 期爱施德公司应收账款体量较大，当期应收账款占最新年报归母净利润比达264.24%。 本次财报公布的各项数据指标表现不尽如人意。其中，毛利率4.94%，同比增31.87%，净利率1.01%， 同比减10.02%，销售费用、管理费用、财务费用总计9.06亿元，三费占营收比3.57%，同比增51.7%，每 股净资产4.61元，同比减2.69%，每股经营性现金流1.47元，同比增304.21%，每股收益0.18元，同比减 43.97% 现金及现金等价物净增加额变动幅度为199.59%,原因:本期经营活动产生的现金流量净额增加。 财务报表中对有大幅变动的财务项目的原因说明如下： 营业收入变动幅度为-34.69%,原因:品牌市场份额下降，公司优化调整业务结构，销售规模下降。 营业成本变动幅度为-3 ...

证券日报网讯爱施德8月26日在互动平台回答投资者提问时表示，截至2025年6月30日，公司股东总数为 85669户，详情可查询公司已披露的2025年半年度报告。 （文章来源：证券日报） ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300022 | 吉峰科技 | 60'6 | 1.79% | 25.15万 | | 2.271Z | | 000829 | 天音控股 | 10.75 | 1.22% | 29.83万 | | 3.20亿 | | 300622 | 博士眼鏡 | 37.41 | 0.51% | 22.99万 | | 8.57 乙 | | 002416 | 爰施德 | 12.78 | 0.00% | 31.82万 | | 4.05亿 | | 603214 | 爱琴室 | 19.74 | -0.50% | 6.66万 | | 1.32亿 | | 301078 | 孩子王 | 12.93 | -0.84% | 55.70万 | | 7.21亿 | | 300755 | 华致酒行 | 19.41 | -1.02% | 15.15万 | | 2.95亿 | 从资金流向上来看，当日专业连锁板块主力资金净流出1.62亿元，游资资金净流出2111.93万元，散户资 金 ...

Core Viewpoint - Aishide has maintained operational momentum and is advancing digital transformation while navigating intensified industry competition, achieving significant financial results in the first half of 2025 [1][2]. Financial Performance - In the first half of 2025, Aishide reported revenue of 25.37 billion yuan and a net profit of 255 million yuan, with a notable increase in operating cash flow net amounting to 1.819 billion yuan, reflecting a year-on-year growth of 304.21% [1]. Strategic Investments - Aishide has established a 500 million yuan industry investment and merger fund, focusing on smart terminals, artificial intelligence, and low-altitude economy sectors, with a commitment of 490 million yuan from its subsidiaries [1][2]. - The company has made a strategic investment in Hangzhou Yundongchu Technology, a leader in humanoid and quadruped robotics, enhancing its position in the smart technology sector [2]. Acquisition and Control - Aishide acquired a 13.64% stake in Gongqingcheng Aishide Innovation for 102 million yuan, increasing its control over Xingmeng Information to 25.5539%, which is crucial for optimizing AI technology resources [2]. Future Growth Potential - The investment strategy aims to capitalize on emerging industries, enhance competitiveness in smart technology, and create greater shareholder value through synergistic development with invested companies [3].

Core Viewpoint - Aishide's half-year report for 2025 shows significant growth in revenue and profit, highlighting its strategic focus on digital distribution and retail services in the mobile and consumer electronics sectors [1] Financial Performance - In the first half of 2025, Aishide achieved operating revenue of 25.37 billion and a net profit of 255 million [1] - The gross profit margin increased from 3.88% in the same period last year to 5.09% [2] Business Strategy and Operations - The company is enhancing its distribution service capabilities and expanding retail presence while optimizing low-margin and uncertain businesses [1][2] - Aishide's Apple business segment served over 2,000 authorized stores, while the Honor segment supported over 7,000 clients with a self-developed store management system [2] - The company added 36 self-operated Apple APR stores, bringing the total to 236, maintaining the largest APR channel scale in the country [3] Product Development and Innovation - Aishide's IoT solutions have made significant progress, establishing partnerships with leading IoT module manufacturers and expanding international eSIM platform capabilities [3] - The company launched new beverage brands and expanded its 3C accessory brand, focusing on product innovation and higher sales value [3] International Expansion - Aishide's overseas sales revenue grew by 29.96% year-on-year, with successful market penetration in countries like Thailand and Vietnam [4][5] - The company has established localized operations and supply chain services to support international brand expansion [5] Strategic Investments - Aishide is pursuing a dual strategy of internal growth and external development, investing in emerging sectors such as AI and low-altitude economy [6] - The company has formed a joint venture in the AI computing field and is actively exploring new growth opportunities [6]

智通财经APP讯，爱施德(002416.SZ)发布2025年半年度报告，该公司营业收入为253.7亿元，同比减少 34.69%。归属于上市公司股东的净利润为2.22亿元，同比减少43.98%。归属于上市公司股东的扣除非经 常性损益的净利润为2.06亿元，同比减少32.61%。基本每股收益为0.1788元。 ...

每经头条（nbdtoutiao）——A股成交连续8天破2万亿元，券商招聘也来了！行业巨头秋招"求才"，25个 岗位都有什么特点？ （记者 王晓波） 每经AI快讯，爱施德（SZ 002416，收盘价：12.78元）8月25日晚间发布半年度业绩报告称，2025年上 半年营业收入约253.7亿元，同比减少34.69%；归属于上市公司股东的净利润约2.22亿元，同比减少 43.98%；基本每股收益0.1788元，同比减少43.97%。 截至发稿，爱施德市值为158亿元。 ...

格隆汇8月25日丨爱施德(002416.SZ)公布2025年半年度报告，上半年公司实现营业收入253.70亿元，同 比下降34.69%；归属于上市公司股东的净利润2.22亿元，同比下降43.98%；归属于上市公司股东的扣除 非经常性损益的净利润2.06亿元，同比下降32.61%；基本每股收益0.1788元 ...