吉宏股份发盈喜 预期2025年归母净利约2.73亿-2.91亿元，同比增长50%—60%

Core Viewpoint - The company expects to achieve a net profit of approximately 331 million to 349 million yuan in 2025, representing a year-on-year growth of 79.40% to 89.26% [1] Financial Performance - The net profit attributable to shareholders is projected to be around 273 million to 291 million yuan, reflecting a year-on-year increase of 50.00% to 60.00% [1] - The net profit after deducting non-recurring gains and losses is estimated to be between 240 million to 258 million yuan, indicating a year-on-year growth of 49.98% to 61.35% [1] Business Growth Drivers - Packaging Business: The continuous recovery of the consumer market has led to a steady increase in packaging demand from downstream clients. The company benefits from long-term strategic partnerships with leading enterprises in the fast-moving consumer goods sector, enhancing operational efficiency and significantly improving profitability [1] - Cross-Border Social E-commerce: The company emphasizes technology-driven innovation and continuously improves its supply chain management system. It maintains a high level of digital operational capability while expanding sales regions and replicating business models, resulting in substantial growth in revenue and profit, further boosting overall performance [1]