aisidi(SZ:002416) Dong Jian Yan Bao·2025-03-08 06:59Investment Rating - The report does not explicitly provide an investment rating for the industry or the specific company [1]. Core Insights - The company, Aishide, is a leading digital smart distribution and retail service provider in the commercial retail sector, focusing on mobile smart terminals, 3C digital products, and consumer goods sales services [19]. - The company has established long-term strategic partnerships with numerous top brands and is enhancing its operational efficiency through digitalization and smart capabilities [19]. - Aishide is responding to national policies aimed at boosting consumer spending and innovation, particularly in the mobile distribution sector [20][21]. - The company has a significant role in the distribution of Apple products in China, managing a large network of authorized stores and providing extensive after-sales services [22]. - Aishide's partnership with Honor is expected to yield substantial growth opportunities following Honor's transition to a public company [23]. Summary by Sections 1. Basic Research Information - The research was conducted on February 27, 2025, focusing on the commercial retail industry, specifically Aishide [13]. 2. Detailed Research Institutions - Various investment and asset management firms participated in the research, including Haichuang Private Equity, Shanghai Jianshun Investment, and CITIC Asset Management [14][15]. 3. Research Institution Proportions - The report does not provide specific data on the proportions of research institutions involved [17]. 4. Main Content Information - Aishide's projected performance for 2024 includes an expected revenue of 57.458 billion yuan, operating profit of 0.809 billion yuan, and net profit attributable to shareholders of 0.525 billion yuan [19]. - The company is actively optimizing its business structure and focusing on core operations to enhance efficiency and competitiveness [19]. - Aishide is establishing an investment fund focused on technology sectors, leveraging its strengths in digital sales channels [21].