Investment Rating - The investment rating for the company is "Buy" [1] Core Insights - The company is leveraging Generative Engine Optimization (GEO) technology to enhance visibility and accuracy in AI-generated search results, with a significant shift in marketing budgets expected towards GEO by 2025 [2][3] - The company has developed a structured corpus of product information that can dynamically update based on social media trends, allowing for rapid content iteration [3] - The AI system supports 28 languages, enabling localized marketing strategies that adapt to cultural nuances and consumer preferences in various regions [4] Financial Projections - Revenue is projected to grow from 76.38 billion CNY in 2025 to 122.78 billion CNY in 2027, with year-on-year growth rates of 38%, 28%, and 25% respectively [5] - Net profit is expected to increase from 2.69 billion CNY in 2025 to 5.15 billion CNY in 2027, with a compound annual growth rate of 38.3% [5] - Earnings per share (EPS) are forecasted to rise from 0.60 CNY in 2025 to 1.14 CNY in 2027, with corresponding price-to-earnings (PE) ratios of 22.2X, 14.9X, and 11.6X [5][8]
吉宏股份(02603):依托GEO等技术,持续深耕小语种市场