GZYJPCO(SH:603058) Xin Lang Cai Jing·2026-01-21 00:27Core Viewpoint - The company has made a strategic investment in Chongqing Sangui Animation Technology Co., Ltd., acquiring a 51% stake, which marks its entry into the software and information technology services sector [1] Group 1: Investment in Animation Technology - The investment in Chongqing Sangui Animation Technology focuses on AI animation, which is expected to have significant growth potential due to the integration of AI technology in content creation [2] - The collaboration with major platforms like Tencent and Douyin is anticipated to provide support for AI animation, making it a potential new content trend following live-action short dramas [2] Group 2: Regulated Pharmaceutical Business - The company is concentrating on the Australian market for its regulated pharmaceutical business, with a stable supply from its cultivation base in Tasmania [3] - The acquisition of Phytoca Holdings is expected to enhance the sales network and product structure of the regulated pharmaceutical business, with revenue from this segment doubling year-on-year in the first half of 2025 [3] Group 3: Premium Paper Packaging Business - The premium paper packaging business, primarily focused on cigarette labels and wine boxes, has established a strong market position through advanced anti-counterfeiting technologies [4] - The collaboration with Guizhou Zhongyan has been stable since 2007, with revenue from this client projected to account for 66.14% in 2024, while new clients are being developed to further enhance revenue [4] Group 4: Overall Business Outlook - The company's diverse business segments are expected to provide stable cash flow, supporting the growth of emerging sectors like AI animation and regulated pharmaceuticals [5] - Revenue projections for 2025-2027 indicate a growth trajectory, with expected revenues of 1.008 billion, 1.228 billion, and 1.475 billion yuan, reflecting year-on-year growth rates of 11.35%, 21.86%, and 20.14% respectively [5]