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调研速递|中胤时尚接受上海证券等6家机构调研,聚焦盈利修复与AI布局要点
Xin Lang Cai Jing· 2025-10-15 17:04
Core Insights - Zhejiang Zhongyin Fashion Co., Ltd. is actively engaging with multiple institutions to showcase its strategic developments and industry dynamics [1] Group 1: Research Activity Details - The investor relations activity was a site visit held on October 15, 2025, from 11:00 to 13:00 at 180 Fengye Road, Lucheng District, Wenzhou, Zhejiang Province [2] - Participating institutions included Shanghai Securities Co., Ltd., Bai Rui Kun Investment Management (Beijing) Co., Ltd., Beijing Junyuan Asset Management Co., Ltd., Hangzhou Shunyang Investment Management Co., Ltd., Shanghai Chenfeng Asset Management Co., Ltd., and Guotai Junan Securities Co., Ltd. [2] - The company was represented by Chairman and General Manager Ni Xiuhua, along with Director, CFO, and Board Secretary Pan Weimin [2] Group 2: Company Performance and Future Valuation - In the first half of 2025, Zhongyin Fashion reported revenue of approximately 179 million yuan, a year-on-year decrease of 7.04%, with a net profit attributable to shareholders of -2.51 million yuan [3] - The company is currently in a strategic adjustment phase and is actively promoting an "AI + Design + Computing Power + Brand" system, which is expected to enhance design quality and market competitiveness despite short-term profit impacts due to increased investments [3] - The company expresses confidence in its performance over the next two years [3] Group 3: Brand Operations Strategy - The brand operation business is a key component of the company's strategy to transition from design-driven to brand-focused [4] - Currently, this business is in the investment phase, utilizing a "light asset + online e-commerce" model to reduce costs and leveraging AI for content generation to lower marketing expenses [4] - Production relies primarily on external suppliers, with sales predominantly through online platforms, supported by promotional efforts via short videos and articles [4] Group 4: AI and Computing Power Strategy - The company holds a 27.5733% stake in Shanghai Yibai Brand Management Co., Ltd., which focuses on AIGC (Artificial Intelligence Generated Content) in image creation [5] - Shanghai Yibai is developing an AIGC application platform and its main business includes AIGC application development, content aggregation and distribution, AI textile supply chain, and sales applications [5] - The AI design application platform yibaiaigc.com provides professional AIGC design tools, significantly improving work efficiency, with a stable increase in platform users [5] - The recent research activity reflects Zhongyin Fashion's proactive strategic adjustments in response to performance fluctuations and its deepening engagement in the AI sector, indicating a promising future development trajectory [5]