吉宏股份(002803.SZ):预计2025年净利润同比增长50%—60%

Core Viewpoint - The company, Jihong Co., Ltd. (002803.SZ), expects a significant increase in net profit for 2025, projecting a growth of 50.00% to 60.00% compared to the previous year, driven by strong performance in its packaging and cross-border e-commerce businesses [1]. Group 1: Financial Projections - The estimated net profit attributable to shareholders for 2025 is between 272.90 million and 291.09 million yuan [1]. - The net profit after deducting non-recurring gains and losses is projected to be between 239.90 million and 258.09 million yuan, reflecting a growth of 49.98% to 61.35% year-on-year [1]. Group 2: Packaging Business - The recovery of the consumer market has led to a steady increase in packaging demand from downstream clients [1]. - The company benefits from long-term strategic partnerships with leading enterprises in the fast-moving consumer goods sector, enhancing operational efficiency and profitability through refined group management [1]. Group 3: Cross-Border E-Commerce Business - The company emphasizes technology-driven innovation and continuously improves its supply chain management system [1]. - There is a significant increase in revenue scale and profit due to the expansion of sales regions and replication of business models, contributing to the overall performance enhancement of the company [1].