证券之星消息，12月24日互联网电商板块较上一交易日上涨0.29%，吉宏股份领涨。当日上证指数报收 于3940.95，上涨0.53%。深证成指报收于13486.42，上涨0.88%。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 | 26.87 | -2.61% | 9.81万 | 2.60亿 | | 002315 | 焦点科技 | 43.57 | -0.59% | 3.33万 | 1.45亿 | | 002127 | 南极电商 | 3.45 | 0.00% | 43.59万 | 1.50亿 | | 002024 | ST易购 | 1.70 | 0.00% | 12.08万 | 2055.67万 | | 300518 | 新迅达 | 16.93 | 0.06% | 8.96万 | 1.53亿 | | 300592 | 华凯易佰 | 10.86 | 0.28% | 4.29万 | 4647.24万 | | 603613 | 国联股份 | ...

近日，厦门上市公司吉宏股份（002803）公告说，根据公司第六届董事会第一次会议决议，同意聘任陆 它山为公司副总经理、董事会秘书。吉宏股份此次聘任的董事会秘书陆它山，年仅27岁。据同花顺数据 显示，他与其他几位董秘并列为目前A股最年轻的董秘。 吉宏股份董事会秘书陆它山（右）。 陆它山2021年3月毕业于日本立命馆大学土木工程专业，毕业后先后任职苹果贸易（上海）有限公司供 应链运营岗、宁波金砖贸易有限公司，2022年加入吉宏股份，历任董事长助理等职务。2025年5月，他 曾入选《2024胡润U30中国创业先锋》榜单，同年以董事身份出席吉宏股份港股上市仪式。截至2025年 12月，他持有公司股份87.5万股，按公告日股价计算市值约1400多万元，2024年薪酬75.74万元。 陆它山尚未取得深圳证券交易所颁发的董事会秘书资格证书，其已承诺参加最近一期上市公司董事会秘 书资格培训并取得深圳证券交易所颁发的董事会秘书资格证书，待取得上述董事会秘书任职资格证书后 聘任正式生效。由于陆它山也是公司第六届董事会董事，在聘任正式生效前，董事会特别指定其代行董 事会秘书职责。 聘任新董秘的同时，吉宏股份继续聘任许文秀为公司证券 ...

Core Viewpoint - The company, Xiamen Jihong Technology Co., Ltd., has approved a proposal for its wholly-owned subsidiary, Hong Kong Jihong Technology Co., Ltd., to invest $18 million in the Novus Spectrum Growth I Fund, optimizing its investment structure through a fund share conversion [1][2] Group 1 - The board meeting to approve the investment took place on November 19, 2024 [1] - Hong Kong Jihong will redeem its entire Class B fund shares, totaling approximately $19 million, with an annualized return of about 4.3% [1] - After the redemption, Hong Kong Jihong will reinvest $9 million into Class A shares of the same fund [1][2] Group 2 - The conversion from Class B to Class A shares provides stronger asset allocation priority and preferred return rights [2] - The net difference of $10 million from the new subscription has been deposited into Hong Kong Jihong's bank account [2] - Hong Kong Jihong will continue to hold $9 million in investment shares of the Novus Spectrum Growth I Fund after the transaction [2]

厦门吉宏科技股份有限公司 厦门吉宏科技股份有限公司 关于部分赎回投资基金份额的公告 证券代码：002803 证券简称：吉宏股份 公告编号：2025-087 本公司及全体董事保证本公告内容真实、准确和完整，没有虚假记载、误 导性陈述或者重大遗漏。 厦门吉宏科技股份有限公司（以下简称"公司"）于 2024 年 11 月 19 日召开 第五届董事会第二十四次会议，审议通过《关于全资子公司参与认购投资基金份 额的议案》，同意公司全资子公司香港吉宏科技有限公司（以下简称"香港吉宏"） 以自有资金 1,800 万美元认购香港开放式基金型公司 Novus Spectrum Growth OFC 之子基金 Novus Spectrum Growth I Fund 的投资基金份额。 香港吉宏于近期向基金管理人新视资本有限公司提交申请，完成对所持基金 份额类别的调整，通过赎回原份额后再认购的方式优化投资配置结构，即香港吉 宏先行赎回所持有的全部 Class B 类别的基金份额，对应结算总额约为 1,900 万 美元（经财务部门初步测算，本次赎回基金的年化投资收益率约为 4.3%），随后 再使用其中的 900 万美元重新认购该基金 ...

消息面上，近日，吉宏股份在互动平台回答投资者提问时表示，公司在全国经营11个大型包装生产基 地，与国内外食品、饮料、餐饮、日化等多个快消品细分领域行业龙头企业包括旺旺集团均建立长期稳 定的合作关系。东北证券此前指，作为国内纸制快消品销售包装龙头，公司深度绑定伊利、瑞幸、麦当 劳等头部客户。海外拓展方面，2024年与VENUSTRADINGFZCO在阿联酋、阿曼建设生产基地及贸易 平台，虽仍处建设期，但已推动包装业务在2025年上半年实稳健增长，打破此前三年停滞态势，为未来 业绩增添加长期稳定性。 吉宏股份（002803）(02603)涨超6%，截至发稿，涨6.05%，报13.15港元，成交额3520.45万港元。 ...

消息面上，近日，吉宏股份在互动平台回答投资者提问时表示，公司在全国经营11个大型包装生产基 地，与国内外食品、饮料、餐饮、日化等多个快消品细分领域行业龙头企业包括旺旺集团均建立长期稳 定的合作关系。东北证券此前指，作为国内纸制快消品销售包装龙头，公司深度绑定伊利、瑞幸、麦当 劳等头部客户。海外拓展方面，2024年与VENUSTRADINGFZCO在阿联酋、阿曼建设生产基地及贸易 平台，虽仍处建设期，但已推动包装业务在2025年上半年实稳健增长，打破此前三年停滞态势，为未来 业绩增添加长期稳定性。 智通财经APP获悉，吉宏股份(02603)涨超6%，截至发稿，涨6.05%，报13.15港元，成交额3520.45万港 元。 ...

Core Insights - Xiamen Jihong Technology Co., Ltd. focuses on cross-border social e-commerce and paper packaging for fast-moving consumer goods (FMCG) [1] - The company's revenue composition is 65.45% from e-commerce, 34.49% from packaging, and 0.06% from other businesses [1] - The stock price of Jihong shares increased by 5.17% to 16.48 CNY per share, with a total market capitalization of 7.423 billion CNY [1] Company Overview - Xiamen Jihong Technology was established on December 24, 2003, and went public on July 12, 2016 [1] - The company operates primarily through three divisions: cross-border social e-commerce, paper packaging, and other marketing and advertising services [1] Fund Holdings - One fund, the China Europe Data Mining Mixed A (001990), holds a significant position in Jihong shares, with 313,100 shares, representing 0.62% of the fund's net value [2] - The fund has generated a floating profit of approximately 253,600 CNY from its investment in Jihong [2] Fund Manager Performance - The fund manager, Qu Jing, has been in position for over 10 years, with a total fund size of 3.359 billion CNY [3] - The best return during Qu Jing's tenure is 189.5%, while the worst return is -24.21% [3]

Core Viewpoint - Jihong Co., Ltd. reported a significant revenue growth of 29% and a net profit increase of 60% in the first three quarters of 2025, but underlying issues indicate potential risks and instability in performance [1][3][19]. Financial Performance - The company's revenue reached 5.039 billion yuan, with a net profit of 216 million yuan, driven primarily by the cross-border e-commerce and packaging businesses [3][19]. - The cross-border e-commerce segment is identified as the main growth engine, while the packaging business provides stable support, holding the largest market share in domestic paper packaging [3][19]. - Despite the impressive figures, the company has experienced significant profit volatility over the past four years, with net profit growth rates fluctuating between -59% and 88% [3][19]. Operational Challenges - The packaging business faces underutilization issues, with production utilization rates recorded at 63.2%, 55.7%, and 56.2% from 2022 to 2024, indicating idle production capacity [5][21]. - The company is navigating a dual pressure of share reduction and high pledge ratios among major shareholders, raising concerns about stock stability and shareholder confidence [6][22]. Financial Risks - Accounts receivable have surged to 623 million yuan, constituting 15.16% of total assets and 23.6% of net assets, indicating a significant amount of capital tied up with customers [8][23]. - Sales expenses have escalated to 1.756 billion yuan, a 42.26% increase year-on-year, marking the highest sales expense in a decade, which raises concerns about the efficiency of sales investments [9][12][27]. - The company has faced regulatory scrutiny for past violations related to related-party transactions, highlighting governance weaknesses [15][30].

Group 1 - The company operates 11 large packaging production bases nationwide [1] - The company has established long-term stable partnerships with industry leaders in various fast-moving consumer goods sectors, including food, beverages, catering, and daily chemicals [1] - The packaging business accounts for approximately 40% of the company's total revenue [1]

格隆汇12月15日丨吉宏股份(002803.SZ)在投资者互动平台表示，公司未与台湾馆长团队合作。 ...