Core Insights - New Giao RV (0805.HK) reported a strong performance for 2024, with total revenue reaching 864.2 million RMB, a year-on-year increase of 20%, and a gross margin improvement to 31.1% [1] - The company's main business revenue was 799.2 million RMB, up 12.5% year-on-year, with the second-hand vehicle segment showing remarkable growth, achieving 56.1 million RMB in revenue, a staggering increase of 547% [3] - Gross profit surged by 48.3% to 268.5 million RMB, with net profit reaching 87.9 million RMB, reflecting a 36% increase after excluding one-time listing expenses and foreign exchange losses [4] - The company emphasized that its operations are primarily focused on the Australasia region, which is not directly affected by the proposed U.S. tariff policies, ensuring stable growth prospects [5] - The global RV market is experiencing a new wave of development opportunities, driven by increasing consumer demand for outdoor lifestyles and the recovery of the tourism market, positioning New Giao RV favorably for future growth [5][6]
新吉奥房车2024年业绩亮眼：澳大拉西亚市场驱动高增长，特朗普关税政策影响有限