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通信产品分销业务承压 天音控股营收净利齐降
Nan Fang Du Shi Bao· 2025-07-28 23:14
Core Viewpoint - Tianyin Holdings (000829.SZ) expects a significant decline in its 2025 semi-annual performance, forecasting revenue between 43 billion to 47 billion yuan, a year-on-year decrease of 7.94% to 15.77%, and a net profit loss of 50 million to 65 million yuan, a staggering drop of 611.44% to 764.87% [1] Group 1: Financial Performance - The company's core business, which accounts for over 80% of revenue, is the distribution of communication products, which has been adversely affected by a weak market sales environment [1] - The anticipated revenue decline is attributed to reduced sales income and declining gross margins in the communication product distribution business due to sluggish consumer demand for electronic products [1] - The overall gross margin of Tianyin Holdings has been hovering between 2% and 3%, with the first quarter of this year recorded at 2.66% [2] Group 2: Strategic Initiatives - In response to short-term performance pressure, Tianyin Holdings is accelerating its strategic transformation, including the launch of AI-driven customer service and operational data analysis through its subsidiary Nengliang E-commerce [2] - The company is also developing its brand "Yixiu Ge," which focuses on mobile phone recycling, second-hand sales, and new device guidance, aiming to create a new retail system with an integrated service and sales model [2] - Multiple institutions maintain a cautiously optimistic outlook for the consumer electronics market, with predictions of a 34% global AI smartphone penetration rate by 2025 and over 50% by 2027, suggesting potential stabilization in the consumer electronics sector in the latter half of the year [2]