aisidi(002416) 证券日报网·2025-04-23 04:11Core Viewpoint - Aishide reported a revenue of 65.821 billion yuan and a net profit of 581 million yuan for 2024, while expanding its digital distribution and retail services and exploring new fields [1] Group 1: Sales Network and Partnerships - Aishide is a leading digital distribution and retail service provider in China, focusing on mobile smart terminals, 3C digital products, and fast-moving consumer goods [2] - The company operates the largest number of Apple self-operated APR stores in China, with over 2,700 authorized store points in 2024, and has opened 26 new Coodoo self-operated APR stores, achieving a sales growth of over 20% [2] - Aishide serves over 4,300 Samsung stores and has opened 25 new Samsung experience stores, making it the largest customer for Samsung's self-built retail stores in China [2] Group 2: Market Trends and Growth - The smartphone market in China is recovering, with an estimated shipment of 286 million units in 2024, a year-on-year increase of 5.6%, supported by government subsidies and the application of generative AI [3] - Aishide leverages its extensive sales network and operational management capabilities to provide differentiated value services to partner brands [3] Group 3: New Growth Opportunities - Aishide is expanding its own brand business in the 3C digital and fast-moving consumer goods sectors, with its new tea brands "Chaxiaokai" and "Yuexiaokai" achieving a sales growth of over 125% [4] - The company invested 660 million yuan in the joint acquisition of Honor, which is set to undergo a significant transformation with its upcoming IPO, presenting further growth opportunities for Aishide [4] Group 4: Strategic Investments - Aishide is actively investing in its second growth curve, establishing a fund focused on smart terminals, AI, and low-altitude economy sectors to enhance the quality of the industrial chain [5] - The company plans to collaborate with Shanghai Xiaoyi Technology to establish a new company focused on AI computing services, aiming to build a comprehensive AI team and develop a sustainable AI business growth platform [6]