证券代码：002416 证券简称：爱施德 编号：2017-003 深圳市爱施德股份有限公司投资者关系活动记录表 | --- | --- | --- | |----------------|------------------------------|------------------------------------------------------| | | | | | 投资者关系活动 | √ 特定对象调研 | □ 分析师会议 | | 类别 | □ 媒体采访 | □ 业绩说明会 | | | □ 新闻发布会 | □ 路演活动 | | | □ 现场参观 | | | | □ | 其他 （请文字说明其他活动内容） | | 参与单位名称及 | 招商证券-周炎 | | | 人员姓名 | | | | 时间 | 2017 年 5 月 23 日 | 14:00-15:00 | | 地点 | 深圳 C 会议室 | | | 上市公司接待人 | 副总裁、董秘罗筱溪 | | | 员姓名 | | | | 投资者关系活动 | | 公司按深交所要求请对方签署调研《承诺书》后，与对方就 | | 主要内容介绍 | | 相关事项进行了交流 ...

证券代码：002416 证券简称：爱施德 编号：2020-002 深圳市爱施德股份有限公司 投资者关系活动记录表 | --- | --- | --- | |-------------------------|-------------------------------------------------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | 投资者关系活动类 | □特定对象调研 √电话会议 | | | 别 | □ 分析师会议 □媒体采访 | | | | □ | 业绩说明会 □新闻发布会 | | | □ 路演活动 □现场参观 | | | | □ | 其他 （请文字说明其他活动内容） | | | | | | 参与单位名称及人 员姓名 | 国泰君安 马天诣 国泰君安 刘总 | | ...

Company Overview - Aishide is one of China's largest smart terminal distributors, leading in both revenue scale and operational efficiency [2] - Ranked 158th in the 2019 Fortune China 500 list [2] - 2019 annual revenue reached nearly 56 billion RMB, with net profit attributable to shareholders of 3.44 billion RMB, a 470% year-on-year increase [2] - Primary agent for top mobile brands including Apple, Huawei Honor, and Samsung [2] Operational Performance - Maintained industry leadership and trend-setting position [2] - Began new retail layout in 2019 [2] - During pandemic, inventory turnover days for some categories decreased by 40% year-on-year [2] - Demonstrated strong risk resistance and profitability in special circumstances [2] Virtual Operator Business - MVNO business includes Youyou and U.Friend brands [3] - Over 5 million customers with stable operations and good profitability [3] Strategic Partnerships - Alibaba became a strategic investor with over 5% stake [3] - Established joint venture Aibaba with Alibaba [3] - Building new retail infrastructure platform for 3C digital field [3] - Creating integrated online-offline new retail network [3] Shareholder Structure - Controlling shareholders and concerted parties hold 54.34% [3] - Stable controlling shareholder position since listing [3] Distribution Network - Covers 100,000 retail stores [3] - Established comprehensive IT system, upgraded to IT 4.0 [4] - Implementing online-offline integration with mutual traffic guidance [4] Market Strategy - Focus on major partners: Apple, Huawei Honor, and Samsung [4] - Expanding into other smart terminal brands [4] - Developing 3C digital product categories including smart speakers, drones, robots, and smart locks [4] Future Development - Leveraging 5G applications for market breakthroughs [4] - Building distributed inventory system across the market [4] - Combining Alibaba's online expertise with Aishide's offline retail coverage [4] International Operations - Current overseas business proportion is small [5] - Pandemic impact on overseas operations is temporary [5] - Planning to replicate domestic success experience overseas [5]

证券代码：002416 证券简称：爱施德 编号：2020-003 深圳市爱施德股份有限公司 投资者关系活动记录表 | --- | --- | --- | |-------------------------|---------------------------------------------------------------------------------|---------------------------------------------------------------------------------------------------------| | 投资者关系活动类 | □特定对象调研 √电话会议 | | | 别 | □ | 分析师会议 □媒体采访 | | | □ | 业绩说明会 □新闻发布会 | | | □ 路演活动 □现场参观 | | | | □ | 其他 （请文字说明其他活动内容） | | | | | | 参与单位名称及人 员姓名 | 中信建投 乔磊 天和投资 闫世文 湖南分公司 李晓茜 东海证券资管 施鹏飞 雅戈尔 金松 | 中国人保资产管理有限公司 蔡春根 上海常春 ...

证券代码：002416 证券简称：爱施德 深圳市爱施德股份有限公司投资者关系活动记录表 编 号 ： 2017- 005 | --- | --- | |-----------------------|--------------------------------------------------------------| | | | | 投资者关系活动 | √ 特定对象调研 □ 分析师会议 | | 类别 | □ 媒体采访 □ 业绩说明会 | | | □ 新闻发布会 □ 路演活动 | | | □ 现场参观 | | | □ 其他（请文字说明其他活动内容） | | 参与单位名称及 | 方正证券-张建新 | | 人员姓名 时间 | 2017 年 9 月 5 日 14:00-15:00 | | 地点 | 深圳 A 会议室 | | | | | 上市公司接待人 员姓名 | 副总裁、董秘罗筱溪 | | 投资者关系活动 | 公司按深交所要求请对方签署调研《承诺书》后，与对方就 | | 主要内容介绍 | 相关事项进行了交流。交流内容主要如下： | | | 1 、公司控股股东为什么要减持 ? | | | 答:我们已于 8 月 2 ...

证券代码：002416 证券简称：爱施德 编号：2020-004 深圳市爱施德股份有限公司 投资者关系活动记录表 | --- | --- | --- | |-------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|---------------------------------------------------------------------------------------------------------------------| | | | | | 投资者关系活动类 | □特定对象调研 √电话会议 | | | 别 | □ 分析师会议 □媒体采访 | | | | □ | 业绩说明会 □新闻发布会 | | | □ 路演活动 ...

证券代码：002416 证券简称：爱施德 编号：2020-005 深圳市爱施德股份有限公司 投资者关系活动记录表 | --- | --- | --- | |-----------------------|-----------------------------------------------------------------------------------------------------------|---------------------------------------------------------------------------------------------------------------------------| | | | | | 投资者关系活动类 | | □特定对象调研 √电话会议 | | 别 | □ | 分析师会议 □媒体采访 | | | □ | 业绩说明会 □新闻发布会 | | | □ | 路演活动 □现场参观 | | | □ | 其他 （请文字说明其他活动内容） | | | | | | 参与单位名称及人 | 太平洋证券 王凌涛 | | | 员姓名 | ...

证券代码：002416 证券简称：爱施德 编号：2019-001 深圳市爱施德股份有限公司 投资者关系活动记录表 | --- | --- | --- | |----------------|------------------------------|-------------------------------------------------------| | | | | | 投资者关系活动 | √ 特定对象调研 | □ 分析师会议 | | 类别 | □ 媒体采访 | □ 业绩说明会 | | | □ 新闻发布会 | □ 路演活动 | | | □ 现场参观 | | | | □ | 其他 （请文字说明其他活动内容） | | 参与单位名称及 | | 深圳市博闻投资管理有限公司 总经理：张学武；风控总监： | | 人员姓名 | 王弘；研究员：刘虓 | | | 时间 | 2019 年 11 月 7 日 | 10：30-12:00 | | 地点 | 深圳总部 A 会议室 | | | 上市公司接待人 | | 副总裁、财务负责人兼董秘米泽东，董办主任吴海南，投资 | | 员姓名 | 者关系经理 高杨陕江 | | | 投 ...

Group 1: Company Overview - Aishide is one of the largest smart terminal distributors in China, with a revenue of nearly 56 billion yuan in 2019 and a net profit of 344 million yuan, representing a 470% year-on-year increase [3] - The company maintains its leading position in the industry and has begun laying out new retail strategies [3] - During the pandemic, Aishide's Q1 revenue and net profit both increased, with a forecasted net profit growth of 68%-86% for the first half of the year [3] Group 2: Strategic Partnerships - Alibaba has become a strategic investor, acquiring over 5% of shares and forming a joint venture called Aibaba [3] - Aishide aims to build a new retail infrastructure platform in the 3C digital field, integrating online and offline networks [3] Group 3: Market Position and Customer Base - Aishide covers nearly 100,000 retail stores across all provinces in China, with a significant market capacity compared to online retail [4] - The company serves traditional downstream customers, including major retail chains and telecom operators, as well as regional distributors [4] Group 4: Future Growth and Market Trends - The smartphone market is experiencing a slight decline, but there remains a market size of approximately 500 billion yuan annually, with the overall 3C product market nearing 1 trillion yuan [4] - Aishide plans to expand its distribution and supply chain services in the 3C digital category, focusing on an integrated online and offline new retail platform [4] Group 5: Sales Strategy and Shareholder Structure - Offline sales still account for 70% of total sales, with strategies to integrate online and offline channels for enhanced customer experience [5] - The controlling shareholder's recent share reduction aims to optimize the equity structure and protect minority shareholders' interests, while still retaining over 49% of the company's shares [5]

证券代码：002416 证券简称：爱施德 编号：2020-006 深圳市爱施德股份有限公司 投资者关系活动记录表 | --- | --- | --- | |-------------------------|---------------------------------------------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------| | 投资者关系活动类 \n别 | □ | □特定对象调研 √电话会议 \n分析师会议 □媒体采访 | | | □ | 业绩说明会 □新闻发布会 | | | □ 路演活动 □现场参观 | | | | □ | 其他 （请文字说明其他活动内容） | | | | | | 参与单位名称及人 员姓名 | 海通研究所 海通研究所 海通研究所 杨彤昕 中天证券股份有限公司 梁鹏 | yu wei ...