Group 1 - The company expects a net profit of approximately 330.9 million to 349.1 million yuan for the year 2025, representing a year-on-year growth of about 79.4% to 89.3% [1] - Significant revenue and profit growth is attributed to two main factors: the recovery of the consumer market driving steady demand for packaging from downstream clients, and the company's strategic partnerships with leading enterprises in the fast-moving consumer goods sector [1] - The company has improved operational efficiency and profitability through group management and resource utilization [1] Group 2 - The company has been applying AI technology at scale across various operational management aspects, achieving both cost reduction and efficiency enhancement [2] - The implementation of AI Agents has transitioned from "point tools" to "full-domain intelligence," significantly improving operational efficiency in core business areas such as product selection, advertising, customer service, and design [2] - Continued investment in AI research and development is expected to strengthen the company's competitive position in the cross-border e-commerce sector, leading to higher quality growth [2]

智通财经APP讯，吉宏股份(002803.SZ)披露2025年度业绩预告，公司预计归属于上市公司股东的净利润 2.73亿元至2.91亿元，同比增长50.00%—60.00%;扣除非经常性损益后的净利润2.4亿元至2.58亿元，同比 增长49.98%—61.35%。 ...

Core Viewpoint - The company expects to achieve a net profit of approximately 331 million to 349 million yuan in 2025, representing a year-on-year growth of 79.40% to 89.26% [1] Financial Performance - The net profit attributable to shareholders is projected to be around 273 million to 291 million yuan, reflecting a year-on-year increase of 50.00% to 60.00% [1] - The net profit after deducting non-recurring gains and losses is estimated to be between 240 million to 258 million yuan, indicating a year-on-year growth of 49.98% to 61.35% [1] Business Growth Drivers - Packaging Business: The continuous recovery of the consumer market has led to a steady increase in packaging demand from downstream clients. The company benefits from long-term strategic partnerships with leading enterprises in the fast-moving consumer goods sector, enhancing operational efficiency and significantly improving profitability [1] - Cross-Border Social E-commerce: The company emphasizes technology-driven innovation and continuously improves its supply chain management system. It maintains a high level of digital operational capability while expanding sales regions and replicating business models, resulting in substantial growth in revenue and profit, further boosting overall performance [1]

Core Viewpoint - The company expects to achieve a net profit of approximately 331 million to 349 million yuan in 2025, representing a year-on-year growth of 79.40% to 89.26% [1] Financial Performance - The net profit attributable to shareholders is projected to be around 273 million to 291 million yuan, with a year-on-year increase of 50.00% to 60.00% [1] - The net profit after deducting non-recurring gains and losses is estimated to be between 240 million to 258 million yuan, reflecting a year-on-year growth of 49.98% to 61.35% [1] Business Segments - Packaging Business: The recovery of the consumer market has led to a steady increase in packaging demand from downstream clients, benefiting from long-term strategic partnerships with leading companies in the fast-moving consumer goods sector. The company has improved operational and resource utilization efficiency through group management, significantly enhancing profitability [1] - Cross-Border Social E-commerce: The company continues to drive innovation through technology, enhancing its supply chain management system and maintaining high levels of digital operational capability. Additionally, the company is expanding its sales regions and replicating its business model, resulting in substantial growth in revenue and profit, further boosting overall performance [1]

Core Viewpoint - Jihong Co., Ltd. (002803) expects a net profit attributable to shareholders of 273 million to 291 million yuan for 2025, representing a year-on-year growth of 50% to 60% [1] Group 1: Packaging Business - The recovery of the consumer market has led to a steady increase in packaging demand from downstream customers [1] - Group-level refined management has improved operational and resource utilization efficiency, significantly enhancing profitability [1] Group 2: Cross-Border E-Commerce Business - The company continues to drive growth through technology, enhancing its supply chain management system [1] - High-level digital operational capabilities have been maintained, with ongoing expansion of sales regions and replication of business models [1] - Revenue scale and profits have seen substantial growth, further boosting the overall performance of the company [1]

Core Viewpoint - The company, Jihong Co., Ltd. (002803.SZ), expects a significant increase in net profit for 2025, projecting a growth of 50.00% to 60.00% compared to the previous year, driven by strong performance in its packaging and cross-border e-commerce businesses [1]. Group 1: Financial Projections - The estimated net profit attributable to shareholders for 2025 is between 272.90 million and 291.09 million yuan [1]. - The net profit after deducting non-recurring gains and losses is projected to be between 239.90 million and 258.09 million yuan, reflecting a growth of 49.98% to 61.35% year-on-year [1]. Group 2: Packaging Business - The recovery of the consumer market has led to a steady increase in packaging demand from downstream clients [1]. - The company benefits from long-term strategic partnerships with leading enterprises in the fast-moving consumer goods sector, enhancing operational efficiency and profitability through refined group management [1]. Group 3: Cross-Border E-Commerce Business - The company emphasizes technology-driven innovation and continuously improves its supply chain management system [1]. - There is a significant increase in revenue scale and profit due to the expansion of sales regions and replication of business models, contributing to the overall performance enhancement of the company [1].

Core Viewpoint - The company, Jihong Co., Ltd. (002803.SZ), expects a significant increase in net profit for 2025, projecting a growth of 50.00% to 60.00% compared to the previous year, with net profit attributable to shareholders estimated between 272.90 million to 291.09 million yuan [1] Group 1: Packaging Business - The recovery of the consumer market is driving steady growth in packaging demand from downstream clients, benefiting from long-term strategic partnerships with leading companies in the fast-moving consumer goods sector [1] - The company has improved operational and resource utilization efficiency through group-based refined management, leading to a significant enhancement in profitability [1] Group 2: Cross-Border Social E-Commerce Business - The company emphasizes technology-driven innovation and continuously enhances its supply chain management system, maintaining a high level of digital operational capability [1] - There is ongoing expansion in sales regions and replication of business models, resulting in substantial growth in revenue scale and profit, further boosting the overall performance of the company [1]

证券代码：002803 证券简称：吉宏股份 公告编号：2026-005 厦门吉宏科技股份有限公司 2025 年度业绩预告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 四、其他相关说明 | 项目 | 本报告期 | | | 上年同期 | | --- | --- | --- | --- | --- | | 净利润 | 盈利：33,089.67 万元至 | 34,908.98 | 万元 | 盈利：18,445.05 万元 | | | 比上年同期增长：79.40%—89.26% | | | | | 归属于上市公司股东的 净利润 | 万元至 盈利：27,289.67 | 29,108.98 | 万元 | 盈利：18,193.11 万元 | | | 比上年同期增长：50.00%—60.00% | | | | | 扣除非经常性损益后的 | 盈利：23,989.67 万元至 | 25,808.98 | 万元 | 万元 盈利：15,995.28 | | 净利润 | 比上年同期增长：49.98%—61.35% | | | | | 基本每股收益 | 盈利：0.66 | 元/股—0 ...

Core Viewpoint - The company expects a net profit of 331 million to 349 million yuan for the year 2025, representing a year-on-year growth of 79.40% to 89.26% [1] Group 1: Business Performance - The company has achieved significant growth in both revenue and profit during the reporting period [1] - The packaging business has benefited from the continuous recovery of the consumer market, leading to a steady increase in packaging demand from downstream customers [1] - The company has established long-term strategic partnerships with leading enterprises in the fast-moving consumer goods sector, enhancing operational efficiency and profitability through group management [1] Group 2: Cross-Border E-commerce - The company emphasizes technology-driven innovation and continuously improves its supply chain management system [1] - High levels of digital operational capability have been maintained, contributing to substantial growth in revenue and profit [1] - The company is deepening its sales area expansion and replicating its business model, further enhancing overall performance [1]

Core Insights - The article discusses the emergence of Generative Engine Optimization (GEO), a new optimization technology aimed at enhancing the visibility, accuracy, and authority of brands, products, and content in AI-generated search results [1] Industry Trends - The shift towards GEO in corporate marketing is becoming inevitable, with Gartner predicting a 25% decline in traditional search engine queries by 2026 and a 50% decline by 2028 [2] - By 2025, 65% of medium to large enterprises in China are expected to include GEO in their annual core marketing budgets, representing a 28 percentage point increase from 2024 [2] Technological Advancements - Companies are leveraging GEO and AI technologies to create a structured corpus of product information that addresses scenarios, pain points, and solutions, enabling rapid content iteration within 30 minutes [2] - The multi-modal GEO technology can generate diverse content types, including text, audio-visual videos, and graphic cards, significantly enhancing marketing efficiency [2] Market Expansion - The company's AI system supports 28 languages and is designed to adapt marketing content to local languages and cultural nuances, facilitating entry into small language markets [3] - By 2026, the company aims to penetrate Latin America, Central Europe, and Eastern Europe, while improving semantic understanding and cultural adaptation in languages like Vietnamese, Thai, and Arabic [3] Investment Outlook - The completion of the AI-driven restructuring is expected to enhance the company's risk resilience and profitability [4] - The company anticipates revenue growth from 76.38 billion CNY in 2025 to 122.78 billion CNY in 2027, with net profits projected to rise from 2.69 billion CNY to 5.15 billion CNY during the same period [4] - The earnings per share (EPS) are forecasted to be 0.60, 0.89, and 1.14 CNY for 2025, 2026, and 2027 respectively, with a maintained "buy" rating based on the current stock price [4]