厦门吉宏科技股份有限公司 2025 年半年度报告全文 厦门吉宏科技股份有限公司 Xiamen Jihong Co.,Ltd 股票代码/Stock Code：002803.SZ/2603.HK 2025 年半年度报告 二零二五年八月二十一日 1 厦门吉宏科技股份有限公司 2025 年半年度报告全文 第一节 重要提示、目录和释义 公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容 的真实、准确、完整，不存在虚假记载、误导性陈述或者重大遗漏，并承担 个别和连带的法律责任。 公司负责人庄浩、主管会计工作负责人吴明贵及会计机构负责人(会计主 管人员)林洪玉声明：保证本半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 本半年度报告如涉及未来计划及经营目标等前瞻性陈述，不构成公司对投 资者的实质承诺，投资者及相关人士均应当对此保持足够的风险认识，并且 应当理解计划、预测与承诺之间的差异。 公司在本报告第三节"管理层讨论与分析"中"十 公司面临的风险和应对措 施"部分，描述了公司经营中可能面对的主要风险，敬请广大投资者注意查阅。 公司经本次董事会审议通过的利润分配预案为：以 ...

证券之星消息，8月20日互联网电商板块较上一交易日上涨1.96%，若羽臣领涨。当日上证指数报收于 3766.21，上涨1.04%。深证成指报收于11926.74，上涨0.89%。互联网电商板块个股涨跌见下表： 从资金流向上来看，当日互联网电商板块主力资金净流入1.31亿元，游资资金净流入81.02万元，散户资 金净流出1.32亿元。互联网电商板块个股资金流向见下表： | 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 003010 | 若羽臣 | 1.021Z | 13.15% | -3302.19万 | -4.24% | -6942.66万 | -8.91% | | 002640 | 跨境通 | 5960.45万 | 3.76% | 213.75万 | 0.13% | -6174.20万 | -3.90% | | 301110 青木科技 | | 3289.47万 | 5.12% | -900.97万 | -1.40% ...

证券之星消息，8月19日互联网电商板块较上一交易日上涨0.63%，新迅达领涨。当日上证指数报收于 3727.29，下跌0.02%。深证成指报收于11821.63，下跌0.12%。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 | 13.85 | 3.98% | 12.90万 | | 1.78亿 | | 605136 | 丽人丽妆 | 10.28 | 2.39% | 31.04万 | | 3.16亿 | | 301110 | 青木科技 | 59.74 | 1.95% | 6.86万 | | 4.05亿 | | 002640 | 跨境通 | 5.34 | 1.91% | 192.79万 | | 10.21亿 | | 301381 | 赛维时代 | 21.63 | 0.93% | 5.74万 | | 1.23亿 | | 003010 | 者羽臣 | 54.03 | 0.92% | 6.73万 | | 3.61亿 | | 6036 ...

证券之星消息，8月18日互联网电商板块较上一交易日上涨1.6%，若羽臣领涨。当日上证指数报收于 3728.03，上涨0.85%。深证成指报收于11835.57，上涨1.73%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 003010 | 若羽臣 | 53.54 | 3.92% | 8.46万 | | 4.48亿 | | 300464 | 星徽股份 | 5.91 | 3.87% | 24.07万 | | · 1.41亿 | | 605136 | 丽人丽妆 | 10.04 | 3.40% | 32.00万 | | 3.20亿 | | 002127 | 南极电商 | 3.67 | 3.09% | 67.95万 | | 2.48亿 | | 301110 | 青木科技 | 58.60 | 3.02% | 5.23万 | | 3.04亿 | | 300592 | 类别易但 | 11.66 | 2.73% | 11.04万 | | 1.28亿 | | 301 ...

Core Viewpoint - Jihong Co., Ltd. is a leading player in the packaging printing and cross-border e-commerce sectors, with significant market positions in China and Asia [1] Group 1: Company Overview - Jihong Co., Ltd. ranks first in revenue within the Chinese paper-based fast-moving consumer goods packaging market [1] - The company is the second-largest B2C export enterprise in the Asian social e-commerce sector [1] - Jihong has developed the Giikin system, achieving a nearly 90% signing rate and a return on investment of nearly 200% [1] Group 2: Financial Performance - As of August 13, 2025, Jihong's stock price was 16.76 yuan, unchanged from the previous trading day, with a trading volume of 110,297 hands and a transaction amount of 184 million yuan [1] - The stock opened at 16.70 yuan, reached a high of 16.84 yuan, and a low of 16.46 yuan on the same day [1] Group 3: Business Development - The company has established a smart factory in the Middle East and launched two proprietary brands, "Konciwa" and "维米亚," contributing over 100 million yuan in revenue to its cross-border e-commerce business [1] Group 4: Capital Flow - On August 13, Jihong experienced a net outflow of 15.45 million yuan in main funds, accounting for 0.32% of its circulating market value [1] - Over the past five days, the cumulative net outflow of main funds reached 58.92 million yuan, representing 1.22% of its circulating market value [1]

Core Insights - Jihong Co., Ltd. is a leading player in both the printing packaging and cross-border e-commerce sectors, ranking first in China's paper-based fast-moving consumer goods packaging market and second in Asia's social e-commerce revenue among Chinese B2C export companies [2][3] - The company has successfully addressed industry pain points, such as the disconnection between design and printing, and has proactively invested in eco-friendly packaging solutions [2][4] - Jihong Co. went public on the Hong Kong Stock Exchange in May, marking a new chapter in its growth strategy [2] Group 1: Business Strategy - The founder, Zhuang Hao, emphasizes that successful transformations stem from keen industry insights rather than mere effort [3] - Jihong Co. has diversified its business by entering the cross-border e-commerce market, which now contributes nearly 20% of total revenue in its first year [4][8] - The company has developed proprietary systems to enhance operational efficiency, achieving a nearly 200% return on investment [6] Group 2: Technological Innovation - Jihong Co. has focused on creating a differentiated competitive advantage in the crowded cross-border e-commerce space by leveraging social media and algorithm-driven marketing strategies [5][6] - The company has invested approximately 300 million yuan in R&D, with a team of over 200 dedicated to developing its Giikin system, which has significantly improved sales conversion rates [6][8] Group 3: Market Adaptation - In response to challenges in 2024, including losses in both e-commerce and packaging sectors, the management decided to prioritize market expansion over immediate returns [7][8] - The company has seen a substantial recovery in profits, with a 110% increase in net profit in Q3 2024, and expects continued growth in the first half of 2025 [8][9] - Jihong Co. is now focusing on building its own brands to enhance profitability, with its brands "Konciwa" and "维米亚" generating over 100 million yuan in revenue [9] Group 4: Future Outlook - The company aims to deepen its international presence following its listing in Hong Kong, with plans to establish smart factories in the Middle East [9] - Zhuang Hao's approach to risk management is characterized by a focus on insight and investigation, which supports the company's strategic transformations [9]

Group 1 - The core viewpoint of the article highlights the increasing trend of A-share companies, led by industry giants like CATL, pursuing IPOs in Hong Kong, while smaller companies face pressure due to low market capitalization [1][2] - Regulatory authorities are considering setting a minimum market capitalization requirement for A-share companies seeking to list in Hong Kong, potentially raising the threshold from 10 billion RMB to 20 billion RMB [1][5] - As of now, over 40 A-share companies have officially submitted applications to the Hong Kong Stock Exchange, with 30 more announcing related processes, indicating a significant interest in the A+H listing model [1][2] Group 2 - A notable trend is the surge of small-cap stocks announcing plans for A+H listings, with at least 30 A-share companies revealing their intentions, many of which have market capitalizations between 5 billion RMB and 8 billion RMB [2][3] - The majority of these small-cap companies are from sectors such as technology, pharmaceuticals, and artificial intelligence, reflecting a shift towards internationalization and access to global capital [3][6] - Analysts suggest that the potential increase in market capitalization requirements could lead to a more selective process for companies pursuing Hong Kong listings, ensuring that only stronger firms participate [4][7] Group 3 - The article discusses the mixed stock price performance of small-cap companies following their announcements to pursue Hong Kong listings, with some experiencing slight increases while others saw declines [3] - Experts argue that setting a market capitalization threshold is reasonable as it would filter for higher-quality companies, enhancing the attractiveness of the Hong Kong market to global investors [5][6] - The emphasis on industry leaders for Hong Kong listings aligns with the regulatory focus on supporting robust companies, which may lead to a more sustainable IPO environment [6][7]

格隆汇8月5日丨吉宏股份(02603.HK)公告，将于2025年8月20日举行董事会会议，藉以(其中包括)审议 及批准公司及其附属公司截至2025年6月30日止6个月的中期业绩及其刊发，及其他议题。 ...

Group 1 - The chairman of Jihong Co., Wang Yapeng, plans to reduce his shareholding by up to 3.04 million shares, representing no more than 0.79% of the company's total A-share capital of 384,769,288 shares, due to personal funding needs [2] - As of the close on August 5, Jihong Co.'s stock price was 16.72 yuan, with a daily increase of 0.12%, and the company's total market capitalization was approximately 7.569 billion yuan [2] - Wang Yapeng has nearly 20 years of experience in the internet marketing industry and has been with Jihong Co. since August 2017, focusing on cross-border e-commerce [2] Group 2 - Jihong Co. expects significant growth in both revenue and profit for the first half of the year, driven by increased packaging demand due to market recovery and strategic partnerships with leading companies in the fast-moving consumer goods sector [3] - The company's cross-border social e-commerce business benefits from technology-driven innovation and improved supply chain management, contributing to substantial revenue and profit growth [3] - Overall performance improvement is attributed to enhanced operational efficiency and resource utilization through group management [3]

Group 1 - The chairman of Jihong Co., Ltd. plans to reduce his shareholding by up to 3.04 million shares, accounting for no more than 0.79% of the company's total A-share capital [1] - As of the close of trading, Jihong's stock price was 16.72 yuan, with a daily increase of 0.12%, and the company's total market value was approximately 7.569 billion yuan [1] - The reason for the share reduction is due to the chairman's personal funding needs [1] Group 2 - Jihong Co., Ltd. expects significant growth in both revenue and profit for the first half of the year, driven by the recovery of the consumer market and increased packaging demand from downstream clients [2] - The company benefits from long-term strategic partnerships with leading enterprises in the fast-moving consumer goods sector, which enhances operational efficiency and profitability [2] - In the cross-border social e-commerce sector, Jihong continues to innovate and improve its supply chain management, leading to substantial revenue and profit growth [2]