证券之星消息，9月5日互联网电商板块较上一交易日上涨2.15%，壹网壹创领涨。当日上证指数报收于 3812.51，上涨1.24%。深证成指报收于12590.56，上涨3.89%。互联网电商板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300792 | 壹网壹创 | 30.33 | 7.90% | 15.34万 | | 4.52亿 | | 603613 | 国联股份 | 28.70 | 5.05% | 23.71万 | | 6.67亿 | | 301381 | 赛维时代 | 22.26 | 1.97% | 5.87万 | | 1.30亿 | | 300592 | 华凯易但 | 11.42 | 1.96% | 7.25万 ﻝ | | 8155.90万 | | 301110 | 青木科技 | 62.50 | 1.92% | 3.15万 | | 1.93亿 | | 002315 | 焦点科技 | 47.85 | 1.72% | 5.95万 | | 2.84亿 | ...

证券之星消息，9月2日互联网电商板块较上一交易日下跌2.43%，焦点科技领跌。当日上证指数报收于 3858.13，下跌0.45%。深证成指报收于12553.84，下跌2.14%。互联网电商板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300518 | 新迅达 | 14.94 | 1.56% | 13.59万 | | 2.02亿 | | 002024 | ST易购 | 1.91 | -0.52% | 30.25万 | | 5761.26万 | | 002803 | 吉宏股份 | 17.43 | -0.74% | 13.02万 | | 2.27亿 | | 002127 | 南极电商 | 3.67 | -0.81% | 51.40万 | | 1.89亿 | | 300464 | 星徽股份 | 5.64 | -1.23% | 15.50万 | | 8662.62万 | | 605136 | 丽人丽妆 | 10.01 | -1.48% | 16.65万 | | 1. ...

Core Viewpoint - The stock of Jihong Co., Ltd. has experienced fluctuations, with a recent decline of 2.01% on September 1, 2023, despite a year-to-date increase of 40.28% [1] Company Overview - Jihong Co., Ltd. is based in Xiamen, Fujian Province, and was established on December 24, 2003, with its IPO on July 12, 2016. The company primarily engages in cross-border social e-commerce and paper packaging for fast-moving consumer goods (FMCG) [2] - The company's revenue composition includes 65.45% from e-commerce, 34.49% from packaging, and 0.06% from other businesses [2] - Jihong Co., Ltd. operates in the trade retail sector, specifically in the internet e-commerce and cross-border e-commerce segments, and is associated with various concepts such as IP economy, AI Agent, AIGC, metaverse, and NFT [2] Financial Performance - As of June 30, 2023, Jihong Co., Ltd. reported a revenue of 3.234 billion yuan, reflecting a year-on-year growth of 31.79%, and a net profit attributable to shareholders of 118 million yuan, marking a 63.27% increase [3] - The company has distributed a total of 627 million yuan in dividends since its A-share listing, with 440 million yuan distributed over the past three years [4] Shareholder Information - As of June 30, 2023, the number of shareholders increased by 11.01% to 36,700, while the average circulating shares per person decreased by 9.91% to 7,859 shares [3] - Hong Kong Central Clearing Limited is the second-largest circulating shareholder, holding 39.4987 million shares, an increase of 870,600 shares from the previous period [4]

公司股东、董事长王亚朋先生保证向本公司提供的信息内容真实、准确、 完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 厦门吉宏科技股份有限公司（以下简称"公司"）于 2025 年 8 月 5 日披露 《关于公司董事长减持股份的预披露公告》（公告编号：2025-055），公司董事 长王亚朋先生计划在上述公告披露之日 15 个交易日后的 3 个月内，以集中竞价 交易或大宗交易方式合计减持公司股份数量不超过 3,040,000 股，占公司目前总 股本 452,679,288 股的比例不超过 0.67%，占剔除回购专户股份数量后公司总股 本 442,602,888 股的比例不超过 0.69%，占公司 A 股总股本 384,769,288 股的比例 不超过 0.79%。 证券代码：002803 证券简称：吉宏股份 公告编号：2025-062 厦门吉宏科技股份有限公司 公司于近日收到王亚朋先生出具的《关于股份减持计划实施完成的告知函》， 获悉王亚朋先生于 2025 年 8 月 27 日通过集中竞价交易方式累计减持公司股份 实施完毕，现将具体情况公告如下： 王亚朋 ...

关于公司董事长减持计划实施完毕的公告 公司股东、董事长王亚朋先生保证向本公司提供的信息内容真实、准确、 完整，没有虚假记载、误导性陈述或重大遗漏。 证券代码：002803 证券简称：吉宏股份 公告编号：2025-062 厦门吉宏科技股份有限公司（以下简称"公司"）于 2025 年 8 月 5 日披露 《关于公司董事长减持股份的预披露公告》（公告编号：2025-055），公司董事 长王亚朋先生计划在上述公告披露之日 15 个交易日后的 3 个月内，以集中竞价 交易或大宗交易方式合计减持公司股份数量不超过 3,040,000 股，占公司目前总 股本 452,679,288 股的比例不超过 0.67%，占剔除回购专户股份数量后公司总股 本 442,602,888 股的比例不超过 0.69%，占公司 A 股总股本 384,769,288 股的比例 不超过 0.79%。 公司于近日收到王亚朋先生出具的《关于股份减持计划实施完成的告知函》， 获悉王亚朋先生于 2025 年 8 月 27 日通过集中竞价交易方式累计减持公司股份 3,040,000 股，占公司目前总股本 452,679,288 股的 0.67%，本次减持计划 ...

Investment Rating - The investment rating for the company is "Buy" (maintained) [1][3]. Core Insights - The company reported a significant revenue growth of 31.8% year-on-year for H1 2025, with a net profit increase of 63.3% [3]. - The revenue for H1 2025 reached 3.234 billion yuan, while the net profit attributable to the parent company was 118 million yuan. In Q2 2025 alone, revenue grew by 55.5% to 1.756 billion yuan, and net profit surged by 99.6% [3]. - The company is leveraging AI technology and global expansion to drive growth in its cross-border e-commerce business, leading to an upward revision of profit forecasts for 2025-2027 [3]. Financial Performance Summary - For H1 2025, the cross-border social e-commerce segment generated revenue of 2.116 billion yuan, up 52.9%, with a gross margin of 61.4% [4]. - The packaging segment achieved revenue of 1.115 billion yuan, a 10.0% increase, with a gross margin of 19.6% [4]. - The overall gross margin for the company improved to 47.0%, up 6.3 percentage points, and the net profit margin increased to 4.2%, up 1.5 percentage points [4]. - The company’s operating expenses as a percentage of revenue were 36.2% for sales, 3.6% for management, and 2.1% for R&D [4]. Growth Drivers - The company is focusing on intelligent advantages, developing proprietary brands, and expanding globally to drive high-quality growth in its dual main businesses [5]. - The "Giikin" platform is continuously updated to enhance its capabilities, creating a "data flywheel" effect that strengthens its competitive edge [5]. - The company is actively incubating proprietary brands, including electric bicycles and pet products, to explore new profit growth points [5]. Financial Projections - The projected net profit for 2025-2027 is 286 million, 360 million, and 442 million yuan, respectively, with corresponding EPS of 0.74, 0.94, and 1.15 yuan [3][7]. - The current price-to-earnings (P/E) ratios are projected to be 25.3, 20.1, and 16.4 for 2025, 2026, and 2027, respectively [3][7].

Investment Rating - The report maintains a "Buy" rating for the company, indicating an expected stock price increase of over 15% relative to the industry index in the next six months [4][16]. Core Insights - The company reported strong performance in H1 2025, with revenue reaching 3.234 billion yuan, a year-on-year increase of 31.79%, and a net profit attributable to shareholders of 118 million yuan, up 63.27% year-on-year [2][3]. - The growth is driven by the dual engines of "cross-border e-commerce and packaging," with the cross-border e-commerce segment achieving revenue of 2.116 billion yuan, a 52.91% increase, and net profit of 55 million yuan, up 97.67% [2][3]. - The company has a strong market position in the Chinese paper-based fast-moving consumer goods packaging sector, benefiting from the rapid growth of instant retail, which has led to a surge in demand for food-grade packaging [2][3]. Financial Performance Summary - For the fiscal year 2023, the company expects revenue of 6.695 billion yuan, with a growth rate of 24.5%. However, a decline of 17.4% is projected for 2024 [1][9]. - The net profit attributable to shareholders is forecasted to be 345 million yuan in 2023, with a significant increase of 87.6% year-on-year, followed by a decline of 47.3% in 2024 [1][9]. - The company's return on equity (ROE) is projected to be 14.4% in 2023, decreasing to 8.4% in 2024, and gradually recovering to 12.9% by 2027 [1][9]. Dividend and Globalization Strategy - The company plans to distribute a cash dividend of 1.80 yuan per 10 shares, totaling approximately 80 million yuan, emphasizing its commitment to shareholder returns [3]. - The recent listing of H-shares in Hong Kong is expected to enhance the company's global strategy, facilitating the expansion of its cross-border e-commerce and packaging businesses [3].

证券之星消息，8月26日互联网电商板块较上一交易日上涨0.86%，吉宏股份领涨。当日上证指数报收于 3868.38，下跌0.39%。深证成指报收于12473.17，上涨0.26%。互联网电商板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300792 壹网壹创 | | 6269.46万 | 11.87% | 855.83万 | 1.62% | -7125.29万 | -13.50% | | 002803 吉宏股份 | | 4789.04万 | 6.11% | 755.47万 | 0.96% | -5544.51万 | -7.08% | | 603613 国联股份 | | 1866.28万 | 3.36% | 334.63万 | 0.60% | -2200.92万 | -3.96% | | 003010 | 若羽臣 | 1602.50万 | 3.69% | 459.77万 | 1.06% | -20 ...

Market Overview - On August 25, the internet e-commerce sector rose by 0.58% compared to the previous trading day, with Lionhead Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3883.56, up 1.51%, while the Shenzhen Component Index closed at 12441.07, up 2.26% [1] Stock Performance - Lionhead Co., Ltd. (600539) closed at 11.97, with a significant increase of 10.02% and a trading volume of 263,700 shares, amounting to a transaction value of 314 million yuan [1] - Other notable performers included: - Cross-Border Communication (002640) at 6.19, up 4.38% with a trading volume of 5.103 million shares [1] - Jihong Co., Ltd. (002803) at 18.04, up 3.09% with a trading volume of 315,200 shares [1] - Yiwang Yichuang (300792) at 29.25, up 2.34% with a trading volume of 140,700 shares [1] Capital Flow - The internet e-commerce sector saw a net inflow of 34.7038 million yuan from institutional investors, while retail investors experienced a net inflow of 2.4196 million yuan [2] - However, speculative funds recorded a net outflow of 37.1234 million yuan [2] Individual Stock Capital Flow - Lionhead Co., Ltd. experienced a net outflow of 95.0128 million yuan from institutional investors, accounting for 30.30% of its trading volume [3] - Jihong Co., Ltd. had a net inflow of 72.3510 million yuan, representing 12.89% of its trading volume [3] - Yiwang Yichuang saw a net inflow of 31.7887 million yuan, which was 7.77% of its trading volume [3]

Group 1 - The core point of the news is that Jihong Co., Ltd. (002803) has seen a net financing inflow of 242.77 million yuan on August 22, 2025, with a total financing balance of 2.85 billion yuan, marking a continuous net inflow over the past three trading days totaling 3.4713 million yuan [1][4]. Group 2 - On August 22, 2025, the net financing inflow was 242.77 million yuan, with a financing balance of 2.85 billion yuan, representing 5.64% of the circulating market value [2]. - The financing balance increased by 0.86% compared to the previous day, with a change of 242.94 million yuan [4]. - The financing inflow over the previous trading days was as follows: 1,656.69 million yuan on August 21, 1,571.84 million yuan on August 20, and 107.48 million yuan on August 19 [2][4]. Group 3 - In terms of securities lending, on August 22, 2025, there was a net sell of 100 shares, with a remaining amount of 100 shares and a balance of 1,750 yuan [3].