嘉美包装(002969) - 2024 Q2 - 季度业绩预告

Financial Performance - The company expects a net profit of approximately 51.32 million yuan for the first half of 2024, representing a year-on-year increase of 88.60% to 144.97% compared to a loss of 66.66 million yuan in the same period last year[8]. - The net profit after deducting non-operating gains and losses is projected to be around 48.48 million yuan, reflecting a growth of 95.56% to 157.43% from a loss of 63.82 million yuan in the previous year[8]. - The basic earnings per share are estimated to range from 0.0535 yuan to 0.0695 yuan, compared to 0.0283 yuan per share in the same period last year[8]. - The specific financial data for the first half of 2024 will be detailed in the company's upcoming half-year report[5]. Business Strategy and Development - The company has successfully expanded its platform strategy to cover popular beverage categories, including coconut water, plant-based milk, and energy drinks, with significant growth in order frequency from key clients[4]. - The company has reduced reliance on a single major client, with the largest client now accounting for a lower percentage of total revenue, indicating improved customer diversification[5]. - The company is focusing on enhancing its OEM capabilities while expanding into OBM, ODM, and OCM business models to create a comprehensive beverage service platform[9]. - The traditional core customer orders remain stable, with some clients showing significant order growth, contributing to a solid foundation for the company's development[12]. - The platform's co-packing business is showing positive development trends and is expected to reach a breakeven point, becoming a new growth driver for the company[4]. - The company is committed to achieving its annual development goals and is actively responding to market trends and consumer demands[5].