调研速递|电声股份接受超百家机构调研，数字零售业务成亮点

Core Viewpoint - The company held a performance briefing for the first half of 2025, discussing its AI strategy, business collaborations, and revenue growth, while addressing investor inquiries [1] Group 1: AI Strategy and Business Collaborations - The company emphasizes its commitment to digital and intelligent transformation, planning to actively apply generative AI, large models, VR/AR, and naked-eye 3D technologies to create an integrated online and offline marketing service platform [1] - The company did not provide specific details regarding its collaboration with Alibaba, suggesting investors refer to periodic reports and announcements for operational details [1] Group 2: Financial Performance - In the first half of 2025, the company achieved a revenue of 1.22 billion yuan, representing a year-on-year growth of 11.58%, with a net profit of 22.88 million yuan, up 115.08% [1] - The digital retail business generated revenue of 532 million yuan, a year-on-year increase of 32.16%, accounting for 43.65% of total revenue [1] - The B2C segment saw a significant revenue increase of 63.46%, while B2B revenue declined by 2.86% to 185 million yuan [1] Group 3: Growth Drivers and Challenges - Growth was driven by expanding into new industries and customer bases, with marketing service revenue in the consumer electronics sector increasing by 13.46% [1] - The company reported a substantial increase in instant retail revenue, which reached 3.7 million yuan, growing by 285.45% [1] - The company faces challenges with cash flow management, as the net cash flow from operating activities decreased by 95.54 million yuan, a decline of 151.81% [1] Group 4: Future Outlook and Strategic Initiatives - The company plans to continue its focus on instant retail in the fast-moving consumer goods sector, collaborating with well-known brands across various channels [1] - The management expressed confidence in future development despite market fluctuations influenced by macroeconomic factors [1] - The company is also exploring strategic investments and potential acquisitions, with a commitment to timely information disclosure regarding any significant developments [1]