Aimer(SH:603511) Zheng Quan Zhi Xing·2025-08-27 09:20Core Points - The company reported a total of 1,696 offline sales terminals as of the end of the first half of 2025, reflecting a net decrease of 50 terminals compared to the end of 2024 [1] - The main business revenue for the company in the first half of 2025 was 156,456.18 million RMB, showing a year-on-year decline of 3.61% [1] - The overall gross profit margin for the company in the first half of 2025 was 67.13%, slightly up from 66.97% in the same period last year [1] Offline Sales Terminal Changes - As of the end of the first half of 2025, the company had 1,321 direct sales terminals, down from 1,356 at the end of 2024, with 29 new openings and 64 closures [1] - The number of franchise terminals decreased from 390 to 375, with 14 new openings and 29 closures [1] - The total number of offline sales terminals decreased from 1,746 at the end of 2024 to 1,696 at the end of the first half of 2025 [1] Revenue and Gross Profit Analysis by Brand - The brand "Aimer" generated a revenue of 69,571.56 million RMB, down 3.25% year-on-year, with a gross profit margin of 69.20% [1] - "Aimer Mr." reported a revenue of 30,807.92 million RMB, a decrease of 2.28%, with a gross profit margin of 77.02% [1] - "Aimer Kids" had a revenue of 21,557.81 million RMB, down 1.04%, with a gross profit margin of 68.99% [1] Revenue and Gross Profit Analysis by Channel - Direct sales channels contributed 98,221.55 million RMB in revenue, a decline of 3.90%, with a gross profit margin of 73.06% [1] - Online channels saw an increase in revenue to 46,483.62 million RMB, up 2.59%, with a gross profit margin of 61.11% [1] - Franchise channels experienced a significant drop in revenue to 7,011.89 million RMB, down 28.15%, with a gross profit margin of 61.90% [1]