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互联网电商板块9月29日跌0.9%,吉宏股份领跌,主力资金净流出6626.43万元
Core Insights - The internet e-commerce sector experienced a decline of 0.9% on September 29, with Jihong Co., Ltd. leading the losses [1] - The Shanghai Composite Index closed at 3862.53, up 0.9%, while the Shenzhen Component Index closed at 13479.43, up 2.05% [1] Market Performance - Jihong Co., Ltd. saw a significant drop of 9.94%, closing at 18.76, with a trading volume of 590,500 shares and a transaction value of 1.12 billion [2] - Other notable declines included Liren Lizhuang at -5.00% and Saiwei Times at -2.21% [2] - In contrast, Xinghui Co. and Yiwang Yichuang had increases of 6.09% and 3.28%, respectively [1][2] Capital Flow - The internet e-commerce sector experienced a net outflow of 66.26 million from institutional investors, while retail investors saw a net inflow of 0.98 million [2][3] - Yiwang Yichuang attracted the most institutional investment with a net inflow of 75.84 million, despite a total net outflow from retail investors of 86.94 million [3] - Other companies like Ruoyuchen and Qingmu Technology also saw mixed capital flows, with varying degrees of institutional and retail investor activity [3]
吉宏股份(02603)9月26日斥资2003.85万元回购227.4万股A股
Zhi Tong Cai Jing· 2025-09-29 01:25
Group 1 - The company, Jihong Co., Ltd. (stock code: 02603), announced a share buyback on September 26, 2025, spending 20.0385 million yuan to repurchase 2.274 million A-shares [1]
吉宏股份9月26日斥资2003.85万元回购227.4万股A股
Zhi Tong Cai Jing· 2025-09-29 01:05
吉宏股份(002803)(02603)发布公告,于2025年9月26日斥资2003.85万元回购227.4万股A股。 ...
吉宏股份前三季净利预增超55% 手握13亿资金双轮驱动加速出海
Chang Jiang Shang Bao· 2025-09-28 23:09
Core Viewpoint - Jihong Co., Ltd. has released positive news regarding its financial performance, with significant growth expected in net profit for the first three quarters of 2025, driven by its cross-border social e-commerce and packaging businesses [2][3]. Financial Performance - For the first three quarters of 2025, Jihong Co. anticipates a net profit attributable to shareholders of between 209 million and 222 million yuan, representing a year-on-year increase of 55.00% to 65.00% [3]. - The company expects a net profit excluding non-recurring gains and losses of between 200 million and 214 million yuan, reflecting a growth of 65.72% to 76.86% compared to the previous year [3]. - In Q3 2025, the projected net profit is between 90.6 million and 104 million yuan, with a year-on-year growth of 45.40% to 67.01% [3]. Business Growth - Jihong Co. has achieved substantial growth in both its cross-border social e-commerce and packaging sectors, with the former showing a revenue increase of 52.91% to 2.116 billion yuan in the first half of 2025 [5]. - The packaging business generated 1.115 billion yuan in revenue, marking a 10.04% increase year-on-year [5]. - The company has established itself as a leader in the Chinese paper packaging market and is a significant player in the cross-border social e-commerce sector [5]. Market Expansion - Jihong Co. successfully listed on the Hong Kong Stock Exchange in May 2025, becoming the first A+H listed company in the cross-border social e-commerce and fast-moving consumer goods packaging sectors [6]. - The company reported that its revenue from overseas markets reached 2.274 billion yuan in the first half of 2025, a year-on-year increase of 57.36%, highlighting the importance of international markets for its growth [6]. Shareholder Returns - The company has actively engaged in share buybacks and dividend distributions to enhance shareholder returns, repurchasing 4.0507 million shares for a total of 61.12 million yuan [4]. - Jihong Co. distributed cash dividends totaling 59.7571 million yuan for the 2024 fiscal year and plans to distribute 79.6685 million yuan for the first half of 2025, which is 67.43% of the net profit attributable to shareholders [4]. Research and Development - Jihong Co. maintains a research and development expense ratio of over 2%, with R&D expenses exceeding 1 billion yuan from 2021 to 2024 [6]. - In the first half of 2025, R&D expenses increased by 5.51% to 67.39 million yuan, contributing to the company's innovation-driven growth strategy [6]. Financial Health - As of June 2025, Jihong Co. reported total assets of 4.065 billion yuan and a debt-to-asset ratio of 34.43% [7]. - The company experienced a significant increase in net cash flow from operating activities, rising by 377.80% to 183 million yuan [7].
开源证券-商贸零售行业周报:吉宏股份预告高增长,关注三季度高景气赛道公司-250928
Xin Lang Cai Jing· 2025-09-28 15:52
Group 1 - Jihong Co., Ltd. expects a net profit attributable to shareholders of 209-222 million yuan for Q3 2025, representing a year-on-year increase of 55-65% [1] - The company's Q3 net profit is projected to be 91-104 million yuan, reflecting a growth of 47-68% [1] - The strong performance is driven by dual main businesses: cross-border e-commerce and packaging, benefiting from market expansion and brand development [1] Group 2 - The cross-border e-commerce segment leverages AI algorithms for precise customer targeting, creating a "goods find people" model distinct from traditional platforms [1] - The packaging business enhances operational efficiency through long-term partnerships with industry leaders and experiences a surge in demand due to the food-grade packaging needs from the food delivery sector [1] - The company is positioned for high-quality growth through digitalization and globalization strategies in both main business areas [1] Group 3 - The retail sector index reported a decline of 4.32% this week, underperforming the Shanghai Composite Index, which increased by 0.21% [7] - Among retail sub-sectors, the branded cosmetics segment experienced the smallest decline, while the watch and jewelry sector has been leading since the beginning of 2025 [7] - Notable stock performances include Ningbo Zhongbai (+24.7%), Jihong Co., Ltd. (+16.7%), and Xinghui Co., Ltd. (+10.5%) [7]
商贸零售行业周报:吉宏股份预告高增长,关注三季度高景气赛道公司-20250928
KAIYUAN SECURITIES· 2025-09-28 14:36
Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Views - The retail industry index decreased by 4.32% in the week of September 22-26, 2025, underperforming the Shanghai Composite Index, which increased by 0.21% [6][13] - The report highlights the strong performance of certain companies, such as Jihong Co., which is expected to achieve a net profit of 209-222 million yuan for Q3 2025, representing a year-on-year increase of 55-65% [4][26] - The report emphasizes the importance of emotional consumption themes and recommends focusing on high-quality companies in high-growth sectors [7][31] Summary by Sections Retail Market Review - The retail industry index closed at 2281.69 points, ranking 29th among 31 primary industries [6][13] - The brand cosmetics sector experienced the smallest decline of 1.31% during the week, while the watch and jewelry sector led with a year-to-date increase of 26.87% [18][20] Company Performance Highlights - Jihong Co. is expected to achieve a net profit of 209-222 million yuan for Q3 2025, driven by its dual business model of cross-border e-commerce and packaging [4][26] - Old Puhuang reported a revenue of 12.354 billion yuan for H1 2025, a year-on-year increase of 250.9%, with a net profit of 2.268 billion yuan, up 285.8% [36][37] - Chao Hong Ji achieved a revenue of 4.102 billion yuan in H1 2025, with a net profit increase of 44.3% [39] Investment Recommendations - Focus on high-quality companies in the gold and jewelry sector, such as Old Puhuang and Chao Hong Ji, which are expected to benefit from emotional consumption trends [7][31] - Emphasize the importance of offline retail companies that adapt to consumer trends, recommending companies like Yonghui Supermarket and Aiying Room [31][32] - Highlight the potential of domestic beauty brands, recommending companies like Mao Ge Ping and Po Lai Ya, which are positioned well in the high-end market [32][33]
社服零售行业周报:TOPTOY递交IPO申请,吉宏股份Q3业绩高增长-20250928
HUAXI Securities· 2025-09-28 05:26
Group 1: TOPTOY IPO and Financial Performance - TOP TOY submitted an IPO application, with self-developed products accounting for nearly 50% of GMV[1] - TOP TOY's revenue for 2022, 2023, 2024, and the first half of 2025 was RMB 679 million, RMB 1.461 billion, RMB 1.909 billion, and RMB 1.360 billion respectively, with corresponding net profits of RMB -38 million, RMB 212 million, RMB 294 million, and RMB 180 million[1] - In 2024, TOP TOY achieved a GMV of RMB 2.4 billion in mainland China, with self-developed product revenue close to 50%[1] Group 2: Jihong Co. Q3 Performance Forecast - Jihong Co. expects net profit for the first three quarters of 2025 to be between RMB 256.74 million and RMB 270.21 million, a year-on-year increase of 95.07% to 105.31%[2] - The net profit attributable to shareholders is projected to be between RMB 208.74 million and RMB 222.21 million, with a year-on-year growth of 55.00% to 65.00%[2] - For Q3 2025, net profit is expected to be between RMB 120.11 million and RMB 133.58 million, a year-on-year increase of 83.03% to 103.55%[2] Group 3: Investment Recommendations - Focus on AI technology upgrades, with beneficiaries including Keri International, Jiao Dian Technology, and Lan Sheng Co.[3] - New retail sector expected to perform beyond expectations, with beneficiaries including Miniso and Pop Mart[3] - Consumption recovery and cyclical sectors are anticipated to rebound, benefiting companies like Misu Group and Haidilao[3]
“锁定”这一即将大涨的方向!
Sou Hu Cai Jing· 2025-09-27 07:49
文 | 牛犇 双节前的A股市场投资者热情不减,成交额仍维持在两万亿元以上,但市场的方向发生了转变,前期领涨的热门题材AI算力、AI应用等纷纷熄火,石油石 化、房地产等低位板块开始领涨。在笔者看来,这既是节前效应的结果,也是市场在践行"高切低"的逻辑。 本周五,A股市场的"高切低"现象愈发明显,截至午间收盘,在传媒、计算机、电子等科技板块领跌的同时,石油石化、房地产、农林牧渔等低位板块领 涨,尤其是石油石化年内至今仍未翻红(见附图)。 | | | | 附图:涨幅居前的疯块 | | | | | --- | --- | --- | --- | --- | --- | --- | | 序号 | 代码 | 名称 | 涨跌幅 * | 成交额 | 5日涨跌幅 | 中初古令 | | 1 | 801960 | 石油石化(申万) | 1.46% | 69亿 | 0.16% | -2.47% | | 2 | 801180 | 林牧渔(中) 一位场圈 | 1.10% | 235亿 | 0.75% | 9.48% | | 3 | 801010 | 农林牧渔(申万) | 1.08% | 106亿 | -1.20% | 17.87% | ...
厦门吉宏科技股份有限公司关于2023年限制性股票激励计划部分限制性股票回购注销完成的公告
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:002803 证券简称:吉宏股份 公告编号:2025-065 厦门吉宏科技股份有限公司 关于2023年限制性股票激励计划部分限制性股票回购注销完成的公告 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。 特别提示: 1、本次回购注销已授予但尚未解除限售限制性股票2,274,000股,占回购注销前公司A股总股本 384,769,288股的0.5910%,涉及激励对象190名,回购价格8.8120元/股,回购资金总额为人民币 20,038,488元,资金来源为公司自有资金; 2、截至本公告披露日,上述限制性股票已在中国证券登记结算有限责任公司深圳分公司完成回购注销 手续; 3、本次回购注销完成后,公司A股股份总数由384,769,288股变更为382,495,288股,注册资本由 384,769,288元变更为382,495,288元,A+H股股份总数由452,679,288股变更为450,405,288股。 厦门吉宏科技股份有限公司(以下简称"公司")分别于2025年6月20日、2025年7月7日召开第五届董事 会 ...
跨境社交电商和包装业务双轮驱动 吉宏股份前三季度业绩预增
Xin Jing Bao· 2025-09-26 14:41
Core Viewpoint - Jihong Co., Ltd. expects a significant increase in net profit for the first three quarters of 2025, projecting a range of 208.74 million to 222.21 million yuan, representing a year-on-year growth of 55% to 65% [2] Group 1: Financial Performance - The company anticipates substantial growth in both operating revenue and profit during the reporting period [2] - The projected net profit for the first three quarters of 2025 is between 208.74 million and 222.21 million yuan [2] Group 2: Business Drivers - The growth is attributed to the continued enhancement of brand building and regional expansion in the cross-border social e-commerce business [2] - In the packaging business, the company benefits from long-term strategic partnerships with leading enterprises in the fast-moving consumer goods sector, which has laid a solid foundation for growth [2] - The company has improved operational and resource utilization efficiency through group-level refined management, leading to a significant increase in profitability [2]