Core Insights - The company reported a significant increase in net profit and revenue in Q2, driven by strong performance in cross-border e-commerce and packaging business, positioning itself as a leader in AI-driven e-commerce [1][3]. Financial Performance - In H1, the company achieved revenue of 3.22 billion yuan, a year-on-year increase of 31.8%, and a net profit attributable to shareholders of 118 million yuan, up 63.3% [2]. - The Q2 revenue growth rates were 11.6% in Q1 and 55.5% in Q2, while net profit growth rates were 38.2% in Q1 and 99.6% in Q2 [3]. - The gross margin for H1 was 47%, an increase of 6.29 percentage points, with e-commerce gross margin at 61.4% and packaging gross margin at 19.55% [4]. Business Segments - Cross-border e-commerce generated revenue of 2.12 billion yuan, up 52.9%, with net profit of 55 million yuan, an increase of 97.67% [3]. - The packaging business reported revenue of 1.12 billion yuan, a growth of 10.04%, and net profit of 76 million yuan, up 34.43% [3]. Operational Efficiency - The company improved its operating cash flow significantly, reaching 183 million yuan, a 378% increase, attributed to higher sales collections from the growth in cross-border e-commerce and packaging businesses [4]. Strategic Initiatives - The company has integrated AI technologies into its operations, utilizing its proprietary "Giikin 3.0" system with major AI models to enhance product selection, content generation, advertising, and customer service [5]. - The launch of H-shares is a pivotal step in the company's global strategy, aimed at expanding its cross-border social e-commerce and packaging business internationally [5].

Group 1: Logistics and Warehousing Industry - In July 2025, the national express delivery volume reached 16.4 billion pieces, a year-on-year increase of 15.1%, with a total of 112.05 billion pieces from January to July, up 18.7% year-on-year [5][6] - The express delivery industry is experiencing a trend of concentration, with the CR8 increasing to 86.9, reflecting a 1.7 point year-on-year increase, indicating a significant rise in the market share of leading companies [6][7] - The revenue of the express delivery industry in July 2025 increased by 8.9% year-on-year, while the average revenue per piece decreased by 5.3%, showing a narrowing of the price decline and a shift towards healthier competition [7][8] Group 2: New Energy Power Generation Industry - The report discusses the supply-demand contradictions and cyclical nature of the new energy industry, particularly focusing on the photovoltaic sector [10] - It emphasizes the importance of reviewing the photovoltaic industry's supply-side capacity cycles and new technologies [10] Group 3: Building Materials Industry - The report outlines a research framework focusing on sub-industries such as cement, glass fiber, and consumer building materials [11] Group 4: Robotics Industry - The report highlights breakthroughs in humanoid robots, particularly in their ability to walk without visual aids, indicating significant advancements in technology [12][13] - It suggests that the humanoid robot industry is rapidly evolving, driven by technological deepening and practical applications, with a focus on key manufacturers and core component suppliers [13][15] Group 5: Dairy Products Industry - The report indicates that raw milk prices are expected to continue declining, with a potential supply-demand balance in the second half of 2025, benefiting from reduced costs and improved demand [17][18] - It notes that beef prices are entering an upward cycle, driven by supply reduction and decreased import pressures, which could enhance profitability for livestock companies [18][20] Group 6: Company Reports - Futu Holdings reported a strong net inflow of funds, with H1 2025 revenue and net profit reaching 10.006 billion and 4.72 billion HKD, respectively, marking increases of 74.89% and 109.76% year-on-year [22][23] - Baba Foods achieved H1 2025 revenue of 8.35 billion, a year-on-year increase of 9.31%, with net profit rising by 18.08% [26][28] - Milky Way achieved a 13.17% year-on-year increase in net profit for H1 2025, driven by a focus on intelligent supply chain services [35][36]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002640 | 跨境通 | 5.93 | -2.15% | 595.09万 | 35.98亿 | | 301558 | 三态股份 | 9.97 | -1.87% | 41.05万 | 4.07亿 | | 300464 | 星徽股份 | 6.01 | -0.83% | 18.83万 | 1.13亿 | | 603613 | 国联股份 | 26.05 | -0.76% | 16.89万 | 4.39亿 | | 301381 | 赛维时代 | 22.36 | -0.62% | 13.38万 | 2.96 Z | | 301001 | 凯淳股份 | 32.78 | -0.55% | 2.26万 | 7373.65万 | | 002803 | 吉宏股份 | 17.50 | -0.40% | 22.03万 | 3.84亿 | | 300592 | 华凯易值 | 12.00 | -0.33% | 10.33万 | 1.24亿 | | 605136 | 丽人丽妆 ...

据证券之星公开数据整理，近期吉宏股份（002803）发布2025年中报。截至本报告期末，公司营业总收 入32.34亿元，同比上升31.79%，归母净利润1.18亿元，同比上升63.27%。按单季度数据看，第二季度 营业总收入17.56亿元，同比上升55.54%，第二季度归母净利润5898.69万元，同比上升99.57%。本报告 期吉宏股份应收账款上升，应收账款同比增幅达38.21%。 本次财报公布的各项数据指标表现尚佳。其中，毛利率46.97%，同比增15.47%，净利率4.23%，同比增 57.11%，销售费用、管理费用、财务费用总计12.9亿元，三费占营收比39.88%，同比增13.69%，每股净 资产5.83元，同比增3.86%，每股经营性现金流0.4元，同比增306.37%，每股收益0.3元，同比增57.89% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 24.53亿 | 32.34亿 | 31.79% | | 归母净利润(元) | 7236.3万 | 1.18亿 | 63.27% | | 扣非净利润 ...

公司业务实现较大幅度增长，其中，公司跨境社交电商业务实现营业收入21.16亿元，同比增长 52.91%，实现归母净利润5,540.17万元，同比增长97.67%，包装业务实现营业收入11.15亿元，同比增长 10.04%，实现归母净利润7,565.86万元，同比增长34.43%。 格隆汇8月20日丨吉宏股份(002803.SZ)公布2025年半年度报告，上半年公司实现营业收入32.34亿元，同 比增长31.79%；归属于上市公司股东的净利润1.18亿元，同比增长63.27%；归属于上市公司股东的扣除 非经常性损益的净利润1.13亿元，同比增长79.43%；基本每股收益0.30元；拟向全体股东每10股派发现 金红利1.80元(含税)。 ...

证券代码：002803 证券简称：吉宏股份 公告编号：2025-058 厦门吉宏科技股份有限公司 关于公司 2025 年半年度利润分配预案的公告 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。 一、审议程序 厦门吉宏科技股份有限公司（以下简称"公司"）于 2025 年 8 月 20 日召开 第五届董事会第三十次会议，会议审议通过《关于公司 2025 年半年度利润分配 预案的议案》，该议案尚需提交公司 2025 年第二次临时股东会审议通过后方可 实施。 二、利润分配方案的基本情况 并报表中实现归属于上市公司股东的净利润为 118,146,822.31 元，截至 2025 年 6 月 30 日，公司合并报表可供分配利润为 1,683,883,904.48 元，母公司报表可供分 配利润为 232,626,943.40 元，根据合并报表、母公司报表可供分配利润孰低原则， 股为基数，向全体股东每 10 股派发现金红利 1.80 元人民币（含税），共计分配 现金红利 79,668,519.84 元，不送红股，不以资本公积金转增股本； 股份回购等股本总额发生变动情形的，将按照现有分 ...

Core Viewpoint - The company reported its mid-year financial results for 2025, showing a total revenue of 3.234 billion yuan and a net profit attributable to shareholders of 118 million yuan, indicating a stable financial performance in the first half of the year [1]. Financial Performance - The company's total revenue for the first half of 2025 was 3.234 billion yuan [1]. - The net profit attributable to shareholders was 118 million yuan [1]. - The net cash inflow from operating activities was 183 million yuan [1]. - The diluted earnings per share were 0.30 yuan [5]. Financial Ratios - The latest asset-liability ratio stood at 34.43%, an increase of 4.27 percentage points compared to the same period last year [3]. - The latest gross profit margin was 46.97% [4]. - The return on equity (ROE) was 4.47% [4]. - The total asset turnover ratio was 0.85 times [6]. - The inventory turnover ratio was 4.02 times [6]. Shareholder Structure - The number of shareholders was 36,700, with the top ten shareholders holding 247 million shares, accounting for 54.57% of the total share capital [6]. - The largest shareholder, 压浩, held 15.38% of the shares [6]. - HKSCC NOMINEES LIMITED was the second-largest shareholder with 15.00% [6].

外资态度来看，本期较上一期持股增加的外资基金共计1个，即香港中央结算有限公司，持股增加占比 达0.19%。 2025年8月21日，吉宏股份(002803.SZ)发布2025年半年度报告。截至2025年8月20日，共有7个机构投资 者披露持有吉宏股份A股股份，合计持股量达5194.69万股，占吉宏股份总股本的11.48%。其中，机构 投资者包括香港中央结算有限公司、西藏永悦诗超企业管理有限公司、长城人寿保险股份有限公司-自 有资金、厦门吉宏科技股份有限公司-第三期员工持股计划、厦门吉宏科技股份有限公司-第三期员工持 股计划、华泰柏瑞中证2000指数增强A、鹏华中证500指数增强A，机构投资者合计持股比例达11.48%。 相较于上一季度，机构持股比例合计下跌了1.63个百分点。 公募基金方面，本期较上一季度新披露的公募基金共计2个，包括华泰柏瑞中证2000指数增强A、鹏华 中证500指数增强A。 ...

Core Viewpoint - The company, Jihong Co., Ltd. (02603.HK), reported significant growth in its interim results for the six months ending June 30, 2025, driven by the recovery of the consumer market and the efforts of its management and employees [1] Financial Performance - The company achieved a revenue of 3.23 billion RMB, representing a year-on-year increase of 31.79% [1] - The net profit attributable to shareholders reached 118 million RMB, marking a year-on-year growth of 63.27% [1] - Earnings per share for ordinary equity holders amounted to 0.30 RMB [1] Strategic Developments - On May 27, 2025, the company completed its initial public offering of H-shares and was listed on the main board of the Hong Kong Stock Exchange, becoming the first A+H listed company in the cross-border social e-commerce and paper fast-moving consumer goods packaging sectors in China [1] - The H-share listing is a key milestone in the company's globalization strategy, leveraging Hong Kong's position as an international financial hub to enhance its global presence in social e-commerce and packaging businesses [1] - The company aims to expand its sales regions and deepen its penetration into overseas markets to maintain its industry-leading position [1]

（文章来源：证券日报） 证券日报网讯 8月20日晚间，吉宏股份发布公告称，2025年半年度公司实现营业收入3，233，526， 397.53元，同比增长31.79%；归属于上市公司股东的净利润为118，146，822.31元，同比增长63.27%。 ...