嘉友国际(603871) - 2024 Q2 - 季度业绩预告

Financial Performance - The company expects to achieve a net profit attributable to shareholders of the parent company between 745.51 million and 795.89 million yuan for the first half of 2024, representing an increase of 241.79 million to 292.16 million yuan compared to the same period last year, with a year-on-year growth of 48% to 58%[15]. - The expected net profit after deducting non-recurring gains and losses is projected to be between 738.60 million and 788.97 million yuan, indicating a year-on-year increase of 244.75 million to 295.12 million yuan, with a growth rate of 49.56% to 59.76%[10]. - The company reported a total profit of 572.74 million yuan and a net profit attributable to shareholders of the parent company of 503.73 million yuan for the reporting period[17]. - The company has not identified any significant uncertainties that could affect the accuracy of the performance forecast[7]. Market Expansion - The cross-border logistics market in Africa is expanding, with steady growth in vehicle flow and cargo volume at the Congo (Kinshasa) Kasalu Port project in the first half of 2024, following the acquisition of a well-known local cross-border transport company[6]. - The bilateral trade volume between China and Mongolia reached 51.9 billion yuan from January to May 2024, showing a year-on-year increase of 14.9%[12]. - The trade volume between China and Central Asian countries reached 259.6 billion yuan from January to May 2024, with a year-on-year growth of 14.8%[19]. Business Strategy - The company has established a competitive "resource + trade + logistics" business model through cooperation with Mongolian Mining Corporation, enhancing its core competitiveness in the China-Mongolia cross-border logistics market[12]. - The company aims to deepen its business model and explore innovations to strengthen its competitive advantages in the Central Asia, Africa, and South America markets[18]. - The company is focused on expanding its logistics network in Central and Southern Africa, optimizing transportation routes, and establishing logistics nodes in various countries[6].