Loctek(SZ:300729) Sou Hu Cai Jing·2025-09-18 18:10Core Viewpoint - The company is experiencing fluctuations in profit forecasts from analysts, with significant discrepancies noted for 2025 projections, raising concerns about communication and transparency with investors [2][3] Financial Performance - As of September 18, 2025, the company's stock price is 15.6 yuan, reflecting a 2.63% increase, with a trading volume of 203,500 shares and a turnover of 315 million yuan [1] - The company reported a revenue of 1.383 billion yuan from ergonomic products with a gross margin of 41.46% for the first half of 2025 [6] Business Strategy - The company is actively developing its public overseas warehouse business, which is expected to enhance its logistics capabilities and reduce costs, thereby improving competitiveness in the cross-border e-commerce sector [3][4] - The company has established a strong presence in the overseas warehouse sector, serving 1,744 clients and achieving over 90% next-day delivery in the U.S. market [3][4] Market Position - The company is recognized as a leading player in the domestic overseas warehouse sector and is involved in the formulation of industry standards [4][5] - The company has a significant land resource of approximately 5,000 acres near core U.S. ports, providing a strong foundation for its overseas service station plans [5] Investor Relations - The company emphasizes the importance of rational decision-making by investors, especially in light of varying profit forecasts and market conditions [2][3] - The company has received positive feedback regarding its new media marketing strategies, which have significantly increased its brand influence [4][6]