每经头条（nbdtoutiao）——能给主人"打电话"的宠物智能手机也来了！宠物产业3000亿元市场大爆 发，行业上市公司"涨"声一片 （记者 曾健辉） 每经AI快讯，尚品宅配（SZ 300616，收盘价：14.24元）发布公告称，2025年8月26日19:00，尚品宅配 接受西部利得基金等投资者调研，公司董事会秘书何裕炳参与接待，并回答了投资者提出的问题。 2025年1至6月份，尚品宅配的营业收入构成为：家具行业占比85.24%，其他业务占比14.76%。 截至发稿，尚品宅配市值为32亿元。 ...

Group 1: Financial Performance - In the first half of 2025, the company achieved a revenue of 1.55 billion CNY, with a net profit improvement of 23.83% year-on-year [2][3] - The company's gross margin increased by 3.65% due to optimized design efficiency and reduced material waste [6] Group 2: Key Business Initiatives - Development of the "AI + Sunpina" intelligent platform to support the entire home furnishing industry [3][6] - Launch of the "Whole House Star Customization" and "Door-Wall-Cabinet Integration" products to enhance customer experience [3][4] - Expansion of the "Second Housing" business model, integrating design, renovation, and home furnishing [8] Group 3: Market Conditions and Challenges - The home furnishing industry continues to be affected by a sluggish real estate market, leading to weak overall demand [2][7] - The company anticipates a gradual recovery in demand as government policies to stimulate consumption are implemented [7][9] - Increased competition in the industry, with companies engaging in various promotional activities to boost sales [9] Group 4: Technological Advancements - Continuous investment in AI technology, enhancing design and production systems for better efficiency [6] - Implementation of AI-driven solutions such as intelligent customer service and sales video generation [6] Group 5: Consumer Trends and Preferences - The "Whole House Star Customization" aims to meet the rising demand for personalized home environments, inspired by luxury hotel designs [3][4] - The integration of eco-friendly materials and smart design features to address consumer pain points in home living [4][8]

Group 1 - The core viewpoint of the article highlights that Guangzhou Shangpin Home Collection Co., Ltd. reported a revenue of 1.55 billion yuan in the first half of 2025, with a net loss of 80.67 million yuan, showing improvement compared to a loss of 106 million yuan in the same period last year [1] - The company is focusing on key areas such as AI technology application, integrated wall cabinet solutions, channel optimization, and renovation business innovation to accumulate development momentum amid industry pressures [1] - Shangpin Home has developed its own "AI + Shangpin Home" intelligent platform, integrating various core technology modules to support the entire home furnishing industry [1] Group 2 - In terms of channel layout, the company is innovating its recruitment and optimizing store structure through in-depth recruitment activities, enhancing potential franchisees' confidence [2] - The company is accelerating its overseas business layout centered around the Sunpina brand, utilizing AI design factories to improve design efficiency and transaction rates for overseas franchisees [2] - Shangpin Home is deepening its "second housing" platform, offering a comprehensive solution for design, renovation, and home furnishing, with a focus on integrated wall cabinet design delivery [2]

Core Viewpoint - Shangpin Home Collection (300616) reported a revenue of 1.55 billion yuan for the first half of 2025, with a net profit improvement of 23.83% year-on-year, indicating resilience in a challenging industry environment [1] Group 1: Financial Performance - The company achieved a revenue of 1.55 billion yuan in H1 2025 [1] - Net profit improved by 23.83% compared to the previous year [1] Group 2: Strategic Initiatives - The company is focusing on AI technology application, integrated design of doors, walls, and cabinets, channel optimization, and innovation in whole-house solutions to build development momentum [1] - The self-developed "AI + Shangpin Home Collection" intelligent platform integrates various core technology modules to support the home furnishing industry [1] Group 3: Product and Service Innovations - The launch of "Whole House Star Customization" aims to elevate home quality by integrating design elements from luxury hotels, achieving a comprehensive design delivery [1] - The "door-wall-cabinet integration" design allows for full-space planning and category matching, enhancing comfort and user experience [1] Group 4: Channel Development - The company is innovating its channel structure through a "study tour" approach to enhance franchisee confidence and optimize store structure [2] - The overseas business is accelerating with the Sunpina brand, leveraging AI design factories to improve design efficiency and response to customer needs [2] Group 5: Service Quality Enhancement - The company is implementing a "two-time decoration, good quality" strategy through BIM digitalization to enhance service quality [2] - The "Instant Housing" platform offers a complete living solution with a delivery cycle reduced to 45 days, allowing buyers to move in immediately [2]

Core Viewpoint - The company reported a decline in revenue and a reduced net loss for the first half of 2025 compared to the previous year [1] Financial Performance - The company's operating revenue for the first half of 2025 was 1.552 billion yuan, a year-on-year decrease of 9.24% [1] - The net loss attributable to shareholders of the listed company was 80.6694 million yuan, which represents a year-on-year narrowing of 23.83% [1] - The net loss attributable to shareholders after deducting non-recurring gains and losses was 88.4642 million yuan, showing a year-on-year narrowing of 25.42% [1] - The basic loss per share was 0.36 yuan [1]

智通财经APP讯，尚品宅配(300616.SZ)发布2025年半年度报告，该公司营业收入为15.52亿元，同比减 少9.24%。归属于上市公司股东的净亏损为8066.94万元，同比收窄23.83%。归属于上市公司股东的扣除 非经常性损益的净亏损为8846.42万元，同比收窄25.42%。基本每股亏损为0.36元。 ...

广州尚品宅配家居股份有限公司 2025 年上半年非经营性资金占用及其他关联资金往来情况汇总表 编制人：广州尚品宅配家居股份有限公司 单位：人民币元 法定代表人：李连柱 主管会计工作负责人：张启枝 会计机构负责人：张启枝 | 非经营性资金 | 资金占用方 | 占用方与上 | 上市公司核 | 2025 年期初占用 | | 2025 年上半年占 | 2025 年上 半年占用 | 2025 年上半年偿 | 2025 年上半年末 | 占用形 | 占用 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 占用 | 名称 | 市公司的关 联关系 | 算的会计科 目 | 资金余额 | | 用累计发生金额 （不含利息） | 资金的利 息（如有） | 还累计发生金额 | 占用资金余额 | 成原因 | 性质 | | 控股股东、实际 | | | | | | | | | | | | | 控制人及其附属 | - | - | - | | - | - | - | | - | - - | - | | 企业 | | | | | | | | | ...

证券代码：300616 证券简称：尚品宅配 公告编号：2025-042号 广州尚品宅配家居股份有限公司 关于计提资产减值准备的公告 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。 根据《企业会计准则》、《上市公司自律监管指引第 2 号——创业板上市公 司规范运作》和公司会计政策等相关规定，广州尚品宅配家居股份有限公司（以 下简称"公司"）为真实、准确反映公司截至 2025 年 6 月 30 日的财务状况、资 产价值及经营成果，经公司及控股子公司对存在减值迹象的资产进行全面清查和 资产减值测试，并计提资产减值损失和信用减值损失。现将具体情况公告如下： 一、 本次计提信用减值损失及资产减值损失情况概述 2025 年 1-6 月计提各项减值准备合计 21,833,530.26 元，明细如下： 单位：元 | 项目 | 本期计提金额 | | --- | --- | | 一、信用减值损失 | 22,396,039.78 | | 其中：应收账款坏账准备 | 23,724,808.12 | | 应收票据坏账准备 | -696,298.45 | | 其他应收款坏账准备 | -6 ...

证券代码：300616 证券简称：尚品宅配 公告编号：2025-041 号 广州尚品宅配家居股份有限公司 2025 年半年度募集资金存放、管理与使用情况的专项报告 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、募集资金基本情况 | 项 目 | 金额 | | --- | --- | | 实际收到的募集资金 | 395,499,989.16 | | 减：审计费、法定信息披露等发行费用 | 1,614,266.27 | | 减：累计使用闲置募集资金购买理财产品 | 2,761,454,000.00 | | 加：到期赎回闲置募集资金购买理财产品 | 2,562,702,094.00 | | 加：到期赎回闲置募集资金购买理财产品收益 | 2,733,348.30 | | 加：募集资金利息收入扣减手续费净额 | 3,425,891.05 | 1 | 项 | | | 目 | 金额 | | --- | --- | --- | --- | --- | | 减：以前年度使用金额 | | | | 99,347,547.02 | | 减：本年度使用金额 | | | | 821, ...

证券代码：300616 证券简称：尚品宅配 公告编号：2025-037号 广州尚品宅配家居股份有限公司 2025 年半年度报告披露提示性公告 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。 广州尚品宅配家居股份有限公司《2025 年半年度报告》《2025 年半年度报告 摘要》于 2025 年 8 月 27 日在中国证监会指定的创业板信息披露网站巨潮资讯网 （http://www.cninfo.com.cn）上披露，敬请投资者注意查阅。 特此公告。 广州尚品宅配家居股份有限公司董事会 2025 年 8 月 26 日 1 / 1 ...