aisidi(SZ:002416)2025-03-07 10:04Group 1: Company Overview - Aishide was established in June 1998 and listed on the Shenzhen Stock Exchange on May 28, 2010 [2] - The company is a leading provider of digital smart distribution and retail services, focusing on mobile smart terminals and related products [3] Group 2: Financial Performance - In the first three quarters of 2024, the company achieved a revenue of 57.458 billion CNY, with an operating profit of 0.809 billion CNY and a net profit attributable to shareholders of 0.525 billion CNY [3] - The company has optimized low-efficiency businesses and adjusted its structure to focus on core operations, enhancing operational efficiency [3] Group 3: Market Opportunities - The government plans to issue 1.3 trillion CNY in long-term special bonds, with 300 billion CNY allocated for consumer upgrades, which Aishide aims to leverage [3] - The company is investing in a fund focused on smart terminals, AI, and low-altitude economy sectors, enhancing its capabilities in technology integration [3] Group 4: Strategic Partnerships - Aishide holds agency rights for multiple Apple product series, including iPads, and operates 149 Coodoo Apple premium dealer stores and over 3,000 authorized outlets [4] - The company is a strategic partner of Honor, having invested 660 million CNY in its acquisition, and anticipates growth from Honor's upcoming IPO [4] Group 5: Shareholder Returns - Aishide has maintained a consistent dividend policy, distributing over 3 billion CNY in dividends over the past eight years [4]