本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示： ● 业绩预告的具体适用情形：净利润为负值。 ● 澳柯玛股份有限公司（以下简称"公司"）预计2025年度实现归属于母公司所有者的净利润约为-17,000 万元至-22,000万元。 ● 公司预计2025年度实现归属于母公司所有者的扣除非经常性损益的净利润约为-19,200万元至-24,200 万元。 一、本期业绩预告情况 （一）业绩预告期间 2025年1月1日至2025年12月31日。 （二）业绩预告情况 经财务部门初步测算，预计公司2025年度实现归属于母公司所有者的净利润约为-17,000万元至-22,000 万元，与上年同期（法定披露数据）相比，亏损将大幅增加。 预计2025年度实现归属于母公司所有者的扣除非经常性损益的净利润约为-19,200万元至-24,200万元。 （三）本次业绩预告未经注册会计师审计。 二、上年同期经营业绩和财务状况 三、本期业绩预亏的主要原因 报告期内，公司积极推动实施"互联网+全冷链"发展战略，智慧冷链产业收入及利润同比实现良好增 ...

证券代码：600336 证券简称：澳柯玛 编号：临2026－002 澳柯玛股份有限公司 2025年年度业绩预亏公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示： ● 业绩预告的具体适用情形：净利润为负值。 预计2025年度实现归属于母公司所有者的扣除非经常性损益的净利润约为-19,200万元至-24,200万元。 （三）本次业绩预告未经注册会计师审计。 二、上年同期经营业绩和财务状况 （一）利润总额：-3,895.17万元。归属于母公司所有者的净利润：-4,852.54万元。归属于母公司所有者 的扣除非经常性损益的净利润：-7,588.60万元。 ● 澳柯玛股份有限公司（以下简称"公司"）预计2025年度实现归属于母公司所有者的净利润约为-17,000 万元至-22,000万元。 ● 公司预计2025年度实现归属于母公司所有者的扣除非经常性损益的净利润约为-19,200万元至-24,200 万元。 一、本期业绩预告情况 （一）业绩预告期间 2025年1月1日至2025年12月31日。 （二）业绩预告情况 经财 ...

报告期内，公司积极推动实施"互联网+全冷链"发展战略，智慧冷链产业收入及利润同比实现良好增 长；同时，公司加快"走出去"，持续推进本地化营销、全球大客户拓展以及自有品牌出海，取得良好进 展，公司电器类产品海外收入稳步增长；但公司智慧家电产业受报告期内国内市场有效需求不足、以旧 换新"国补"政策边际效应递减、大宗原材料价格波动以及行业价格竞争更加激烈等多种不利因素影响， 经营业绩不及预期，导致公司整体收入下降，毛利下滑，经营亏损扩大。另外公司基于谨慎性原则，对 截至2025年末的应收、预付款项及存货等各类资产进行了减值测试，经初步测算，相应对存在减值迹象 的资产计提减值准备。 格隆汇1月25日丨澳柯玛(600336.SH)公布，经财务部门初步测算，预计公司2025年度实现归属于母公司 所有者的净利润约为-17,000万元至-22,000万元，与上年同期（法定披露数据）相比，亏损将大幅增 加。预计2025年度实现归属于母公司所有者的扣除非经常性损益的净利润约为-19,200万元至-24,200万 元。 ...

Group 1 - The company Aucma expects a net profit attributable to shareholders of approximately -170 million to -220 million yuan for the fiscal year 2025, indicating a significant increase in losses compared to the previous year [1] - The main reason for the performance change is the implementation of the "Internet + Full Cold Chain" development strategy, which has led to good growth in revenue and profit from the smart cold chain industry [1] - The company is accelerating its "going out" strategy, focusing on localized marketing, global key account expansion, and the overseas development of its own brands, resulting in steady growth in overseas revenue from electrical products [1] Group 2 - The smart home appliance industry faced several adverse factors during the reporting period, including insufficient effective domestic demand, diminishing marginal effects of the "old-for-new" national subsidy policy, fluctuations in bulk raw material prices, and intensified industry price competition [1] - These negative factors have impacted the company's overall revenue, leading to a decline in gross profit and an expansion of operating losses [1]

Core Viewpoint - Aokema (600336.SH) has signed an agreement to sell its idle asset, the Aokema Industrial Park, to its affiliate for 35.42 million yuan, achieving a significant premium over its book value, signaling a strategic focus on its core business and resource optimization [2][3][6]. Group 1: Transaction Details - The transaction involves the sale of the Aokema Industrial Park located in Laoshan District, Qingdao, which includes industrial buildings and land use rights, with a total land area of 11,236.6 square meters and a total building area of 9,500.17 square meters [3]. - The sale price of 35.42 million yuan represents a premium of 204.29% over the asset's book value of 11.64 million yuan, resulting in an assessed value increase of 23.78 million yuan [3][5]. - The payment terms are favorable, with the buyer required to pay the full amount within three working days after the contract is signed, allowing Aokema to quickly recover funds [4]. Group 2: Financial Impact - The transaction is expected to increase Aokema's pre-tax profit by approximately 21 million yuan [5]. - In the first half of 2025, Aokema reported a revenue of 4.057 billion yuan, indicating a decline year-on-year, with a net profit of 37.85 million yuan attributed to shareholders [6]. Group 3: Strategic Implications - The sale is part of Aokema's strategy to activate idle assets and concentrate resources on its core business, particularly in the context of the competitive home appliance industry [2][6]. - Aokema is transitioning from a traditional home appliance company to a cold chain IoT enterprise, actively implementing an "Internet + Full Cold Chain" strategy to build a comprehensive cold chain industry layout [6].

Core Viewpoint - The company, Aucma, has signed an agreement to sell its industrial park in Qingdao for 35.42 million yuan, significantly above its book value, indicating a strategic move to optimize resources and focus on its core business of smart refrigeration [1][2][4]. Group 1: Transaction Details - The sale price of 35.42 million yuan represents a premium of 204.29% over the asset's book value of 11.64 million yuan [1][2]. - The transaction involves the Aucma Industrial Park, which includes industrial buildings and land use rights, covering an area of 11,236.6 square meters with a total building area of 9,500.17 square meters [2]. - The payment terms are favorable, with the buyer required to pay the full amount within three working days of contract signing, allowing Aucma to quickly recover funds [3]. Group 2: Financial Impact - The transaction is expected to increase the company's pre-tax profit by approximately 21 million yuan [1][4]. - In the first half of 2025, Aucma reported a revenue of 4.057 billion yuan, showing a decline year-on-year, with a net profit of 37.85 million yuan [4]. Group 3: Strategic Implications - The sale is part of Aucma's strategy to activate idle assets and concentrate resources on its main business, particularly in the context of the competitive home appliance industry [1][4]. - Aucma is transitioning from a traditional home appliance company to a cold chain IoT enterprise, implementing an "Internet + Full Cold Chain" strategy to build a comprehensive cold chain industry layout [4].

Core Viewpoint - The report highlights a decline in revenue and profit for Aucma Co., Ltd. in the first half of 2025, attributed to intensified market competition and changing consumer demand in the home appliance industry [2][3]. Company Overview and Key Financial Indicators - Aucma Co., Ltd. reported a total revenue of approximately 4.06 billion yuan, a decrease of 12.23% compared to the same period last year [2]. - The total profit for the period was approximately 39.58 million yuan, down 16.94% year-on-year [2]. - The net profit attributable to shareholders was approximately 37.85 million yuan, reflecting a 24.36% decline compared to the previous year [2]. - The company's net assets increased by 1.44% to approximately 2.48 billion yuan, while total assets rose by 2.63% to approximately 8.11 billion yuan [2]. Industry and Main Business Situation - The home appliance market in China is experiencing a slowdown, with a 9.2% year-on-year growth in retail sales, driven by policies encouraging upgrades [3]. - The refrigerator segment saw a 3.9% increase in retail sales, while the freezer segment declined by 5.1% [3]. - The air conditioning sector grew by 12.4%, benefiting from government subsidies, with a notable increase in penetration rates in rural and urban areas [3]. - The export market for home appliances is facing challenges due to rising shipping costs and geopolitical tensions, with overall export growth slowing [3][4]. Main Business Analysis - Aucma focuses on refrigeration technology and product manufacturing, maintaining a leading position in the domestic cold chain equipment market [4]. - The company is transitioning from a traditional home appliance manufacturer to a cold chain IoT enterprise, implementing an "Internet + Cold Chain" strategy [5]. - The company has developed a comprehensive cold chain industry layout, including home cold chain, commercial cold chain, and medical cold chain solutions [5]. Financial Performance and Cost Analysis - The operating costs for the first half of 2025 were approximately 3.49 billion yuan, a decrease of 12.93% compared to the previous year [15]. - The company reported a significant drop in cash flow from operating activities, with a net outflow of approximately 165.88 million yuan [15]. - The financial expenses decreased by 11.16%, primarily due to increased exchange gains [15]. Research and Development - Aucma is enhancing its R&D capabilities, focusing on smart appliances and energy-efficient products, and has received multiple awards for innovation [11][12]. - The company collaborates with universities and research institutions to advance technologies in low-temperature preservation and smart appliances [11][12]. Market Strategy and Competitive Position - Aucma is adopting a dual strategy of OEM and self-owned brands to expand its overseas market presence, particularly in emerging markets [11]. - The company is also focusing on enhancing its supply chain capabilities and exploring new trade opportunities to balance foreign exchange [11].