NHD(002264) 证券时报网·2025-03-29 04:06Core Insights - Xinhua Du achieved significant growth in both revenue and net profit for 2024, with revenue reaching 3.676 billion yuan, a year-on-year increase of 30.18%, and net profit attributable to shareholders at 260 million yuan, up 29.61% [1] Group 1: Business Performance - The company expanded its advantage in the liquor sector, with online penetration accelerating, and during the "618" shopping festival, the GMV for leading liquor brands exceeded a growth rate of 50% [1] - The company reported that during the "Double 11" shopping festival, the total GMV for its partnered brands surpassed 1 billion yuan for the first time [1] - Xinhua Du opened new live streaming channels for brands like Luzhou Laojiao, achieving a total GMV of over 120 million yuan through platforms such as Douyin, Kuaishou, and WeChat [1] Group 2: Strategic Initiatives - Following the divestiture of its retail business in April 2022, the company focused on internet marketing through its wholly-owned subsidiary, Jiu Ai Zhi He, establishing deep strategic partnerships with major e-commerce platforms [2] - The company is actively expanding its cross-border e-commerce business through platforms like TikTok and Lazada, targeting overseas markets [2] - Xinhua Du has developed a comprehensive logistics system with 14 warehousing centers across major regions, capable of handling over 60,000 orders per day [2] Group 3: Future Outlook - The company plans to continue enhancing its internet marketing business, focusing on data-driven performance marketing and product development [3] - Xinhua Du aims to deepen its strategic brand partnerships while leveraging its e-commerce operational experience and supply chain capabilities to identify new growth opportunities [3] - The company intends to utilize its integrated data service platform and talent accumulation to enter new markets through industry and capital cooperation, brand incubation, and upstream-downstream integration [3]