AI赋能跨境社交电商 吉宏股份前三季度净利润预增约六成

Core Viewpoint - The company, Jihong Co., Ltd. (002803), anticipates significant growth in net profit for the first three quarters of 2025, driven by the rapid development of its cross-border social e-commerce business and increasing demand in the packaging sector [1][2] Group 1: Financial Performance - The expected net profit attributable to shareholders ranges from 208.74 million to 222.21 million yuan, representing a year-on-year increase of 55.00% to 65.00% [1] - The net profit after deducting non-recurring gains and losses is projected to be between 200.24 million and 213.71 million yuan, showing a growth of 65.72% to 76.86% [1] - For the third quarter, the net profit is estimated to be between 120.11 million and 133.58 million yuan, reflecting a year-on-year increase of 83.03% to 103.55% [1] Group 2: Business Development - The strong growth in performance is attributed to the rapid expansion of the cross-border social e-commerce business and continuous improvement in packaging customer demand and market development [1] - The company emphasizes technology-driven innovation, effectively utilizing artificial intelligence in data analysis, user profiling, intelligent product selection, and supply chain optimization, which significantly contributes to the growth of its cross-border e-commerce business [1] - The packaging business also shows steady growth, benefiting from long-term strategic partnerships with leading companies in the fast-moving consumer goods sector, enhancing operational efficiency and profitability [1] Group 3: Future Outlook - The company plans to continue its focus on technology-driven innovation and deepen the application of AI in the e-commerce sector to sustain high growth in cross-border e-commerce [2] - There are intentions to optimize the capacity layout of the packaging business and actively explore overseas markets to further enhance profitability [2] - The company is committed to shareholder returns, planning to implement a semi-annual dividend distribution of nearly 80 million yuan, aiming to create long-term stable value for shareholders through steady operations and active profit distribution [2]