美凯龙(601828) - 2024 Q2 - 季度业绩预告

Financial Performance - The company expects a net profit attributable to shareholders of the parent company to be between -138,000.00 million and -102,000.00 million, a decrease of 114,045.24 million to 150,045.24 million compared to the same period last year [6]. - The total profit for the first half of 2024 is projected to be between -164,000.00 million and -121,000.00 million, a reduction of 146,740.20 million to 189,740.20 million compared to the previous year [15]. - The net profit attributable to shareholders after deducting non-recurring gains and losses is expected to be between -69,000.00 million and -51,000.00 million, down 58,940.09 million to 76,940.09 million year-on-year [15]. - The company anticipates a negative impact of approximately 500 million on profits due to asset impairment provisions related to financial support for partners and receivables [11]. - The company has adjusted its strategic layout, resulting in losses exceeding 100 million, primarily from the strategic contraction of underperforming stores and increased inventory impairment provisions [21]. Strategic Adjustments - The company is actively responding to changes in consumer behavior and adjusting its strategic direction and product mix to attract high-quality brands and designers [19]. - The company has provided rent and management fee reductions to support small and medium enterprises, leading to a temporary decline in rental and management fee income [19]. - The company is positioned to benefit from a potential recovery in home consumption demand supported by government policies aimed at boosting consumer spending [11]. Reporting and Compliance - The company will continue to monitor key issues and fulfill its information disclosure obligations as necessary [12]. - The financial data provided is preliminary and subject to change pending the official release of the 2024 semi-annual report [4].