Core Viewpoint - Qifu Life Service has adopted a unique profit path by generating significant investment returns through silver trading, which has substantially boosted its financial performance compared to its core business operations [1][6][19]. Group 1: Investment Performance - The company made a profit of approximately 2.47 billion yuan from two silver trading transactions, which is 2.53 times its projected net profit for the entire year of 2024, estimated at 97.54 million yuan [1][6]. - On January 12, the company announced a transaction involving 280,000 ounces of silver bars for about 162 million yuan, expecting a profit of 104 million yuan [2]. - Previously, on January 9, the company completed a sale of 400,000 ounces of silver bars, realizing a profit of 143 million yuan [2][10]. Group 2: Trading Strategy - Qifu Life Service began its silver trading in February 2020, purchasing 800,000 ounces of silver bars at an average cost of 128.75 yuan per ounce, which laid the groundwork for future profits [7]. - The company sold 400,000 ounces of silver bars for 226 million yuan at an average price of 565.5 yuan per ounce and later sold 280,000 ounces for 162 million yuan at an average price of 577.5 yuan per ounce [10][12]. - The total amount of silver sold by the company reached approximately 21.15 tons, resulting in a total investment gain of about 2.47 billion yuan [6][10]. Group 3: Business Context - The company operates in a challenging environment, with its core business facing growth bottlenecks, leading to a strategic shift towards investment in silver to alleviate financial pressure [16][19]. - As of June 30, 2025, the company managed only 10.19 million square meters, significantly smaller than major competitors like Country Garden Services and Poly Property [16]. - The company's revenue for the first half of 2025 was 161 million yuan, a year-on-year decline of approximately 11.6%, indicating struggles in its primary business segments [19]. Group 4: Market Reaction and Future Outlook - Following the announcement of the silver trading profits, the company's stock price rose by 8.64% on January 12 and an additional 4.55% on January 13, reflecting positive market sentiment [12]. - Analysts suggest that while the investment strategy has provided immediate financial relief, it raises questions about the long-term sustainability of relying on investment gains rather than core business profitability [20].
5天清仓21吨银条，狂赚2.47亿元！广州一物业公司股价大涨，老板娘“眼光”独到？6年前公司就开始囤银，还做了波段