孩子王(301078.SZ):預計半年度淨利潤同比增長50%-100%
格隆匯7月1日丨孩子王(301078.SZ)公佈,預計半年度淨利潤11,963.93萬元-15,951.91萬元,比上年同期增長50.00%-100.00%,扣非淨利潤9,607.28萬元-12,009.10萬元,比上年同期增長60.00%-100.00%。
公司加快發展下沉市場加盟模式,重塑下沉市場母嬰新業態,上半年加盟業務呈現出較好的發展態勢,已投入運營、在建及籌建數量合計超過200家,規模化優勢逐步顯現,致力打造成公司新的增長曲線。此外,公司持續洞察並深度滿足用戶需求變化,首家Ultra門店在上海徐匯萬科廣場順利開業,它深度融合了潮玩IP、谷子經濟與AI科技等,通過“首發經濟”以創新實踐引領母嬰童行業價值升維。公司持續推進併購重組,實施了對珠海市絲域實業發展有限公司(簡稱“絲域實業”)的收購,絲域實業是中國養髮護髮細分領域龍頭企業,該公司首創行業“產品+服務+渠道”的一體化運營模式。收購完成後,絲域實業與公司在會員運營、市場佈局、渠道共享、產業協同、業態拓展等方面充分發揮協同效應,進一步強化公司在本地生活和新家庭服務領域的領先優勢,將推進公司高質量可持續發展。公司持續加大對外合作力度,全面擁抱AI人工智能,與北京火山引擎科技有限公司共建BYKIDsAI伴身智能硬件孵化器,聯合打造垂類大模型及若幹智能體,上半年公司成功推出了自研的AI智能情感夥伴系列玩偶—啊貝貝和他的朋友們,在AI+消費賽道構築新的增長動能。
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