Core Viewpoint - Lakala expects a significant increase in net profit attributable to shareholders for 2025, driven primarily by substantial non-recurring gains, despite a decline in core operating performance [1][7]. Group 1: Performance Forecast - The company forecasts a net profit attributable to shareholders of 1.06 billion to 1.2 billion yuan for 2025, representing a year-on-year growth of 202% to 242% [1][4]. - The expected impact from non-recurring gains on net profit is approximately 814 million yuan [1][11]. Group 2: Adjusted Profit Analysis - Excluding non-recurring gains, the net profit attributable to shareholders is projected to decline by 26% to 46% year-on-year, primarily due to a decrease in the scale of bank card payment transactions [1][11]. - The adjusted net profit is estimated to be between 300 million to 410 million yuan [4][11].

Core Viewpoint - Lakala (300773.SZ) expects a net profit attributable to shareholders of 1.06 billion to 1.2 billion yuan for 2025, representing a year-on-year growth of 202% to 242%, primarily due to significant increases in non-recurring gains [1][2] Group 1: Financial Performance - The projected net profit growth is mainly attributed to a substantial increase in non-recurring gains, estimated at approximately 814 million yuan, driven by the increase in fair value of listed company stock assets and significant investment income from the sale of some holdings [2] - Excluding non-recurring gains, the net profit is expected to decline by 46% to 26% year-on-year, primarily due to a decrease in the scale of bank card payment transactions [2] Group 2: Business Development - During the reporting period, the company has continuously enhanced its digital payment comprehensive service capabilities and accelerated its global business layout, with a sustained increase in QR code payment transaction amounts and rapid growth in cross-border payment transaction amounts [2] - The company has significantly advanced its "Payment + SaaS" transformation, which has improved the added value of merchant services and driven rapid growth in technology service revenue [2] Group 3: Future Outlook - Looking ahead to 2026, the company plans to further integrate payment services with SaaS and AI, with steady development in its main business and a significant year-on-year increase in investment income observed this year [2]

Core Viewpoint - Lakala (300773) expects a significant increase in net profit for 2025, driven primarily by a substantial rise in non-recurring gains, despite a decline in core business performance [1] Financial Performance - The company forecasts a net profit attributable to shareholders of 1.06 billion to 1.2 billion yuan for 2025, representing a year-on-year growth of 202% to 242% [1] - The impact of non-recurring gains on net profit is estimated to be approximately 814 million yuan [1] - Excluding the effects of non-recurring gains, the company's net profit is projected to decline by 26% to 46% year-on-year, primarily due to a decrease in the scale of bank card payment transactions [1]

每经AI快讯，1月13日，拉卡拉（300773）(300773.SZ)公告称，拉卡拉预计2025年归属于上市公司股东 的净利润为10.60亿元-12.00亿元，比上年同期增长202%-242%。扣除非经常性损益后的净利润为3.00亿 元-4.10亿元，同比下降46%-26%。业绩增长主要系持有的上市公司股票公允价值变动及出售部分股票 带来投资收益大幅增加所致。 ...

一、本期业绩预计情况 1、业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日。 | | | | 项 目 | 本报告期 | 上年同期 | | --- | --- | --- | | 归属于上市 公司股东的 | 盈利：106,000 万元–120,000 | 万元 盈利：35,119.86 万元 | | 净利润 | 比上年同期增长：202%-242% | | | 扣除非经常 性损益后的 | 盈利：30,000 万元–41,000 | 万元 盈利：55,291.98 万元 | | 净利润 | 比上年同期下降：46% - 26% | | 二、与会计师事务所沟通情况 本次业绩预告未经过会计师事务所预审计。公司就本次业绩预告 与为公司提供年度审计服务的会计师事务所签字注册会计师进行了 预沟通，双方在本次业绩预告方面不存在分歧。 三、业绩变动原因说明 证券代码：300773 证券简称：拉卡拉 公告编号：2026-001 拉卡拉支付股份有限公司 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。 特此公告。 拉卡拉支付股份有限公 ...

Core Viewpoint - Lakala Payment Co., Ltd. has been awarded the "Most Investment Value Award" at the 2025 Zhitong Finance Investment Annual Conference, reflecting strong recognition from the capital market for its business model and long-term growth potential [1] Group 1: Company Performance - In the first three quarters of 2025, Lakala achieved a revenue of 4.068 billion yuan and a net profit attributable to shareholders of 339 million yuan [2] - The total transaction volume for domestic comprehensive acquiring and cross-border payments reached 2.99 trillion yuan, maintaining a leading position in the industry [2] - Cross-border payment amounts reached 60.2 billion yuan, showing a year-on-year growth of 77.56% [2] Group 2: Business Strategy - Lakala is transitioning from "scale expansion" to "value enhancement" in the payment industry, actively integrating AI with its business to create a more resilient and profitable growth path [1] - The company is advancing its "Payment + SaaS" transformation, with technology service revenue growing by 108.75% year-on-year in the third quarter [2] Group 3: Shareholder Returns - Lakala emphasizes shareholder returns, characterized by a "high dividend + stable cash flow" model, having distributed approximately 2.616 billion yuan in cash dividends since its IPO in 2019 [2] - The company's dividend payout ratio has consistently ranked among the top in A-share listed companies, demonstrating strong cash generation capabilities and a long-term commitment to investor returns [2] Group 4: Future Outlook - In the context of accelerated upgrades in the payment industry, Lakala plans to continue leveraging its solid payment infrastructure, expanding SaaS and international capabilities, and maintaining stable performance to unlock long-term investment value [2]

Group 1 - The diversified financial sector experienced an initial surge, with notable performances from several companies [1] - Lushin Investment (600783) achieved a four-day consecutive increase, indicating strong market interest [1] - Yuexiu Capital (000987) reached its daily limit up, reflecting positive investor sentiment [1] Group 2 - Other companies that saw gains include Jinding Investment (600053), Huajin Capital (000532), Hainan Huatie (603300), Zhongyou Capital (000617), and Lakala (300773) [1]

Market Overview - The diversified financial sector experienced a decline of 0.18% on January 8, with *ST Panda leading the drop [1] - The Shanghai Composite Index closed at 4082.98, down 0.07%, while the Shenzhen Component Index closed at 13959.48, down 0.51% [1] Stock Performance - Notable gainers in the diversified financial sector included: - Yalian Development (002316) with a closing price of 5.19, up 9.96% and a trading volume of 242,600 shares [1] - *ST Rendo (002647) closed at 8.38, up 5.01% with a trading volume of 175,300 shares [1] - Zhejiang Dongfang (600120) closed at 6.84, up 4.43% with a trading volume of 2,004,800 shares [1] - Other stocks with minor gains included Bohai Leasing (000415), Lakala (300773), and Haide Shares (000567) [1] Capital Flow - The diversified financial sector saw a net outflow of 175 million yuan from institutional investors, while retail investors contributed a net inflow of 256 million yuan [2] - The table of capital flow indicates that Zhejiang Dongfang had a significant net inflow of 158 million yuan from institutional investors, while Yalian Development experienced a net outflow of 25.39 million yuan from retail investors [3]

Group 1 - The national foreign exchange management work conference emphasized the need to deepen foreign exchange facilitation reforms to enhance high-quality development vitality [1] - The conference highlighted the optimization of trade foreign exchange business management and the orderly expansion of high-level cross-border trade opening pilot programs [1] - Support for the development of new trade formats such as cross-border e-commerce and improvement of enterprise trade credit reporting management were also discussed [1] Group 2 - Lakala offers comprehensive payment solutions covering online and offline B2C payments, B2B payments, cross-border payments, and foreign card payments, leading the industry in transaction amounts [2] - The company possesses advantages in scale, brand, service network, licensing qualifications, and institutional cooperation [2] - Zhongyi Technology has participated in the IT infrastructure construction for digital currency systems and cross-border payment systems for some clients, providing operational maintenance services for related IT infrastructure [2]

Group 1 - The A-share market has seen significant gains in stock trading software companies, with Tonghuashun rising over 11% [1] - Dazhihui reached a daily limit increase of 10% [1] - Zhinan Compass increased by over 9%, while Lakala and Dongfang Caifu rose by over 6%, and Zhongke Jincai increased by over 4% [1]