证券代码：300805 证券简称：电声股份 广东电声市场营销股份有限公司 投资者关系活动记录表 编号：2025-002 | 投资者关系活动 | □特定对象调研 □分析师会议 | | --- | --- | | 类别 | □媒体采访 √业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他 （请文字说明其他活动内容） | | 参与单位名称及 人员姓名 | 参与公司 2025 年半年度网上业绩说明会的投资者 | | 时间 | 2025 年 9 月 12 日 15 点-17 点 | | 地点 | 全景网"投资者关系互动平台"（https://ir.p5w.net）（本次业绩 | | | 说明会采用网络远程方式举行） | | 上市公司接待人 | 董事长：梁定郊 | | 员姓名 | 董事、总经理：黄勇 | | | 独立董事:段淳林 | | | 副总经理、财务总监：何伶俐 | | | 副总经理、董事会秘书：王云龙 | | 投资者关系活动 | 投资者提出的主要问题及公司回复情况: | | 主要内容介绍 | 1、公司在 Al 的布局上有何新的拓展？ | | | 您好！感谢您的关注。公司一 ...

Core Insights - The company reported a significant increase in revenue and net profit for the first half of 2025, with total revenue reaching 1.22 billion yuan, a year-on-year growth of 11.58%, and a net profit of 22.88 million yuan, up 115.08% [1][2] Group 1: Financial Performance - The digital retail business emerged as a key revenue driver, generating 532 million yuan, a year-on-year increase of 32.16%, accounting for 43.65% of total revenue [1] - B2C revenue reached 348 million yuan, showing a substantial growth of 63.46%, while B2B revenue was 185 million yuan, experiencing a slight decline of 2.86% [1] Group 2: Business Development - The company deepened collaborations with key brand clients and increased investments in e-commerce channels, with community group buying and Pinduoduo generating revenues of 234 million yuan and 101 million yuan, respectively, reflecting year-on-year growth of 84.41% and 44.51% [2] - The company actively expanded new brand partnerships, including with paper products brand Nipiao and kitchen appliance brand Aishiyi [2] - Instant retail business achieved revenue of 37 million yuan, marking a remarkable growth of 285.45% [2] Group 3: Strategic Focus - The company has established a comprehensive experiential marketing service system, leveraging technology, creative design, and a nationwide execution network [2] - In 2025, the company aims to continue focusing on existing key clients while exploring new industries and clients, maintaining strict cost control [2] - As of the end of June, the company had a cash balance of 625 million yuan, providing a solid financial foundation for future market competition [2]