Aimer(SH:603511) Mei Ri Jing Ji Xin Wen·2025-09-17 12:31Core Viewpoint - Company Aimer Co., Ltd. has announced the termination of its investment in the Suzhou Logistics Park project, which was initially planned to require an investment of 550 million yuan, citing a shift in strategic focus towards global expansion and the current domestic market's competitive landscape [1][3]. Group 1: Project Termination - The company has not made any actual investments in the Suzhou Logistics Park project to date [1][3]. - The decision to terminate the project does not negatively impact the company's operations or future development [1]. - The project was initially approved in April 2024, with plans to enhance the company's logistics capabilities [1][2]. Group 2: Strategic Shift - Aimer's strategic focus has shifted towards global expansion, with an emphasis on enhancing asset efficiency and maintaining cash reserves in response to a complex market environment [3]. - The company has initiated the construction of a supply chain base in Vietnam to meet international market logistics demands over the next 3 to 5 years [3]. Group 3: Financial Performance - In the first half of the year, Aimer reported a revenue of 1.598 billion yuan, a year-on-year decrease of 2.91%, and a net profit of 106 million yuan, down 31.37% year-on-year [3]. - The company faces challenges in the mid-to-high-end market due to sluggish demand and rising operational costs, which have significantly impacted net profit [3]. Group 4: Market Trends - Despite intense price competition in the lingerie market, consumer demand for high-quality, comfortable, and sustainable products remains strong [4]. - There is a growing trend towards emotional value consumption and service experience, with health and sustainability becoming new standards in consumer decision-making [4].