证券时报网讯，证券时报•数据宝统计，两融数据来看，该股最新（10月31日）两融余额为8.65亿元， 其中，融资余额8.62亿元，较前一个交易日增加2.67亿元，环比增长44.95%，近4日累计增加1.88亿元， 环比增长27.90%。 龙虎榜数据显示，该股因连续三个交易日内，涨幅偏离值累计达20%上榜龙虎榜1次，买卖居前营业部 中，机构净买入1306.57万元，深股通累计净卖出358.26万元，营业部席位合计净买入606.23万元。 ...

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].

关于选聘公司2024年度审计机构的公告 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。 特别提示： 1、拟聘任会计师事务所名称：中审众环会计师事务所（特殊普通合伙） 2、原聘任会计师事务所名称：亚太（集团）会计师事务所（特殊普通合伙） 3、变更原因：鉴于亚太（集团）会计师事务所（特殊普通合伙）已连续 5 年为公 司提供审计服务，公司根据有关规定及现有业务状况、发展需求及整体审计需要，拟 聘任中审众环会计师事务所（特殊普通合伙）为公司 2024 年度财务报告和内部控制审 计机构，公司与前任会计师事务所已进行充分沟通不存在意见分歧。 4、本次选聘会计师事务所事项符合财政部、国务院国资委、证监会印发的《国有 企业、上市公司选聘会计师事务所管理办法》（财会〔2023〕4 号）《深圳市爱施德股 份有限公司章程》及《深圳市爱施德股份有限公司会计师事务所选聘制度》等有关规 定。公司审计委员会、董事会、监事会对本次选聘会计师事务所事项无异议。本次选 聘会计师事务所事项尚需提交公司股东会审议。 公司于 2024 年 10 月 24 日召开第六届董事会第十四次（临时）会议及第六届 ...

证券代码：002416 证券简称：爱施德 公告编号：2024-035 深圳市爱施德股份有限公司 第六届监事会第十四次（临时）会议决议公告 本公司及监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。 《2024 年第三季度报告》详见公司指定信息披露媒体《中国证券报》《证券时 报》《上海证券报》及巨潮资讯网（www.cninfo.com.cn）。 二、审议通过了《关于选聘公司 2024 年度审计机构的议案》 监事会认为，中审众环会计师事务所（特殊普通合伙）具有开展上市公司审计 工作的专业胜任能力、投资者保护能力、诚信状况及独立性，能够满足公司建立健 全内部控制以及财务审计工作的要求。公司聘任年度审计机构的决策程序和表决结 果等事项符合相关法律法规及《公司章程》的有关规定，不存在损害公司及全体股 1 / 2 深圳市爱施德股份有限公司（以下简称"公司"）第六届监事会第十四次（临 时）会议通知于 2024 年 10 月 18 日以电子邮件及通讯方式送达全体监事，以现场方 式于 2024 年 10 月 24 日上午在公司深圳总部 18 层 A 会议室召开了本次会议。本次 会议应出席监 ...

证券代码：002416 证券简称：爱施德 公告编号：2024-034 深圳市爱施德股份有限公司 第六届董事会第十四次（临时）会议决议公告 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"）第六届董事会第十四次（临时） 会议通知于 2024 年 10 月 18 日以电子邮件及通讯方式送达全体董事，以现场、通讯方 式于 2024 年 10 月 24 日上午在公司深圳总部 18 层 A 会议室及北京总部 5 层中会议室 召开了本次会议。本次会议应出席董事 7 名，实际出席董事 7 名，其中董事黄文辉先 生、周友盟女士、喻子达先生、独立董事吕良彪先生、葛俊先生出席现场会议，董事 黄绍武先生、独立董事张蕊女士以通讯方式参会并进行表决。公司高级管理人员、监 事列席了本次会议。本次会议的出席人数、召集、召开程序和议事内容均符合《中华 人民共和国公司法》和《公司章程》的规定。 本次会议由董事长黄文辉先生召集并主持。经与会董事投票表决，做出如下决议： 一、审议通过了《2024 年第三季度报告》 表决结果：同意 7 票，反对 0 票，弃权 ...

Financial Performance - The company's revenue for Q3 2024 was ¥18,610,912,526.43, representing a decrease of 19.01% compared to the same period last year[2]. - Net profit attributable to shareholders was ¥129,504,160.85, down 34.50% year-on-year[2]. - The net profit after deducting non-recurring gains and losses was ¥127,168,005.40, a decrease of 20.03% compared to the previous year[2]. - Total operating revenue for the current period is ¥57,458,388,237.18, a decrease of 17.3% compared to ¥69,525,778,866.84 in the previous period[18]. - Net profit for the current period is ¥575,300,186.67, down from ¥623,071,489.17, reflecting a decline of 7.7%[19]. - The company’s total profit for the current period is ¥809,614,692.54, compared to ¥823,601,839.84 in the previous period, a decrease of 1.1%[19]. - The company’s total comprehensive income for the current period is ¥572,694,353.43, down from ¥633,717,865.65, reflecting a decline of 9.6%[19]. Cash Flow - The company's cash flow from operating activities showed a significant decline of 66.63%, totaling ¥1,178,585,338.75[6]. - Cash inflow from financing activities totaled CNY 7,535,402,106.52, an increase of 11.3% compared to CNY 6,768,089,285.20 in the previous year[22]. - Net cash flow from financing activities was CNY 504,952,746.96, a significant recovery from a negative CNY 1,433,886,959.70 in the same period last year[22]. - The cash and cash equivalents at the end of the period reached CNY 3,949,345,101.82, up from CNY 3,147,837,934.07 year-over-year[22]. - The net increase in cash and cash equivalents for the period was CNY 1,736,442,962.28, compared to CNY 1,991,155,091.85 in the same period last year[22]. - The impact of exchange rate changes on cash and cash equivalents was CNY 64,549,011.18, compared to CNY 6,400,989.50 in the previous year[22]. Assets and Liabilities - Total assets increased to ¥15,547,199,462.31, reflecting a growth of 24.81% from the end of the previous year[2]. - Total liabilities increased to CNY 9.20 billion in Q3 2024, up from CNY 6.07 billion in Q3 2023, reflecting a growth of approximately 51.5%[15]. - Short-term borrowings surged to CNY 4.82 billion, compared to CNY 3.34 billion in the previous year, indicating a rise of around 44.2%[15]. - The total liabilities to equity ratio increased, indicating a higher leverage position for the company in Q3 2024 compared to the previous year[15]. Shareholder Information - The total number of common shareholders at the end of the reporting period is 32,111[8]. - Shenzhen Shenzhou Tong Investment Group holds 39.50% of shares, amounting to 489,464,303 shares, with 156,620,000 shares pledged[8]. - The second-largest shareholder, Ganjian New District Global Star Investment Management, holds 4.36% of shares, totaling 54,000,000 shares, with 25,900,000 shares pledged[8]. - The third-largest shareholder, Xinyu Global Star Investment Management, holds 4.21% of shares, amounting to 52,128,000 shares, with 26,000,000 shares pledged[8]. - Huang Shaowu, a natural person, holds 1.16% of shares, totaling 14,362,431 shares, with 10,771,823 shares pledged[8]. - The report indicates that the top ten shareholders have undergone changes due to margin trading activities[9]. - The total number of preferred shareholders with restored voting rights is not specified, but the company is actively managing its shareholder structure[11]. - The company’s stock has seen significant participation in margin trading, with several major shareholders involved[10]. Investments and Subsidiaries - The company’s subsidiary, Youyou Interconnect, has been approved for listing on the New Third Board and is set to issue shares to unspecified qualified investors[12]. - The company has signed a guidance agreement with China Merchants Securities for the public issuance of shares and listing on the Beijing Stock Exchange[12]. Expenses - The company reported a total operating cost of ¥56,741,747,446.00, down 17.4% from ¥68,755,765,654.27 in the previous period[18]. - Research and development expenses decreased to ¥19,543,705.85 from ¥22,739,545.59, a reduction of 14.3%[18]. Earnings Per Share - The basic earnings per share for the period was ¥0.1045, down 34.52% year-on-year[2]. - The diluted earnings per share remained at ¥0.4236, consistent with the previous year[3]. - Basic earnings per share for the current period is ¥0.4236, slightly up from ¥0.4171 in the previous period[19]. Accounting and Auditing - The company has not undergone an audit for the third quarter report[23]. - The report indicates the implementation of new accounting standards starting from 2024[22].

Investment Rating and Core Views - The report assigns a "Buy" rating to Aishide (002416 SZ) with a target price of 10 76 RMB per share based on a 24-year PE multiple of 18x [2][4] - Aishide is a leading digital smart distribution and retail service provider in China, focusing on mobile smart terminals, 3C digital products, communication and value-added services, new energy vehicles, and fast-moving consumer goods [2] - The company benefits from the recovery in consumer electronics demand, the rise of high-end smartphones, and the potential of new product categories like foldable and AI-powered phones [2] Business Overview and Competitive Advantages - Aishide operates over 3,100 Apple-authorized stores and 186 self-operated APR stores, with a 25% YoY growth in self-operated APR stores and a 60% YoY increase in Coodoo online sales [2] - The company is the largest service provider for Apple in China and the largest shareholder among channel partners for Honor, with a 11% YoY growth in Honor's digital series product coverage [2] - Aishide has a stable and high-barrier-to-entry agent market, with a strong service capability that further consolidates its competitive advantage [2] Financial Performance and Projections - Revenue is projected to grow from 96 214 million RMB in 2024E to 110 466 million RMB in 2026E, with a CAGR of 4 4% to 6 8% [3] - Net profit attributable to shareholders is expected to increase from 741 million RMB in 2024E to 923 million RMB in 2026E, with a CAGR of 11 4% to 13 1% [3] - EPS is forecasted to rise from 0 60 RMB in 2024E to 0 75 RMB in 2026E, with a PE ratio decreasing from 17 33x in 2024E to 13 90x in 2026E [3] Industry Trends and Market Dynamics - The global smartphone market is recovering, with shipments expected to grow by 5% in 2024 and a CAGR of 2% from 2024 to 2028 [34][35] - The Chinese smartphone market is also rebounding, with a 9 6% YoY growth in Q2 2024, driven by the recovery in consumer demand and the rise of high-end smartphones [35][36] - The market is shifting towards a "funnel structure," with increasing demand for both high-end (>600 USD) and low-end (<200 USD) smartphones, while the mid-range segment (200-600 USD) is shrinking [41][42] Strategic Initiatives and Future Growth Drivers - Aishide is expanding its comprehensive operation services and incubating its own brands in 3C digital and FMCG sectors, extending into high-growth industries like new energy batteries, tea beverages, and smart health [2] - The company is well-positioned to benefit from the high-end smartphone trend, with Apple and Huawei dominating the >600 USD market segment, accounting for over 80% of the market share [57] - The rise of foldable and AI-powered smartphones is expected to drive a new wave of device upgrades, with Apple leading the AI smartphone market with a 51% global market share in Q2 2024 [63][64]

| 股东 | 是否为控 股股东或 | 本次解除 | 占其所持 | 占公司 总股本 | 质押 | 质押 | | | --- | --- | --- | --- | --- | --- | --- | --- | | | 第一大股 | 质押数量 | 股份比例 | | | | 质权人 | | 名称 | 东及其一 | （股） | （%） | 比例 | 起始日 | 解除日 | | | | | | | （%） | | | | | | 致行动人 | | | | | | | | 深圳市神州 | | | | | 年 月 | | 珠海华润 银行股份 | | 通投资集团 | 是 | 13,180,000 | 2.69 | 1.06 | 2024 4 | 2024年10月 | | | 有限公司 | | | | | 日 1 | 日 9 | 有限公司 | | | | | | | | | 深圳分行 | 二、股东股份质押基本情况 | | 是否为控 | 本次 | 占其所 | 占公 | | 是否 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | ...