Core Viewpoint - Jihong Co., Ltd. has released positive news regarding its financial performance, with significant growth expected in net profit for the first three quarters of 2025, driven by its cross-border social e-commerce and packaging businesses [2][3]. Financial Performance - For the first three quarters of 2025, Jihong Co. anticipates a net profit attributable to shareholders of between 209 million and 222 million yuan, representing a year-on-year increase of 55.00% to 65.00% [3]. - The company expects a net profit excluding non-recurring gains and losses of between 200 million and 214 million yuan, reflecting a growth of 65.72% to 76.86% compared to the previous year [3]. - In Q3 2025, the projected net profit is between 90.6 million and 104 million yuan, with a year-on-year growth of 45.40% to 67.01% [3]. Business Growth - Jihong Co. has achieved substantial growth in both its cross-border social e-commerce and packaging sectors, with the former showing a revenue increase of 52.91% to 2.116 billion yuan in the first half of 2025 [5]. - The packaging business generated 1.115 billion yuan in revenue, marking a 10.04% increase year-on-year [5]. - The company has established itself as a leader in the Chinese paper packaging market and is a significant player in the cross-border social e-commerce sector [5]. Market Expansion - Jihong Co. successfully listed on the Hong Kong Stock Exchange in May 2025, becoming the first A+H listed company in the cross-border social e-commerce and fast-moving consumer goods packaging sectors [6]. - The company reported that its revenue from overseas markets reached 2.274 billion yuan in the first half of 2025, a year-on-year increase of 57.36%, highlighting the importance of international markets for its growth [6]. Shareholder Returns - The company has actively engaged in share buybacks and dividend distributions to enhance shareholder returns, repurchasing 4.0507 million shares for a total of 61.12 million yuan [4]. - Jihong Co. distributed cash dividends totaling 59.7571 million yuan for the 2024 fiscal year and plans to distribute 79.6685 million yuan for the first half of 2025, which is 67.43% of the net profit attributable to shareholders [4]. Research and Development - Jihong Co. maintains a research and development expense ratio of over 2%, with R&D expenses exceeding 1 billion yuan from 2021 to 2024 [6]. - In the first half of 2025, R&D expenses increased by 5.51% to 67.39 million yuan, contributing to the company's innovation-driven growth strategy [6]. Financial Health - As of June 2025, Jihong Co. reported total assets of 4.065 billion yuan and a debt-to-asset ratio of 34.43% [7]. - The company experienced a significant increase in net cash flow from operating activities, rising by 377.80% to 183 million yuan [7].

Core Viewpoint - Jihong Co., Ltd. expects a significant increase in net profit for the first three quarters of 2025, projecting a range of 208.74 million to 222.21 million yuan, representing a year-on-year growth of 55% to 65% [1] Group 1: Financial Performance - The company anticipates substantial growth in both revenue and profit during the reporting period [1] - The projected net profit for the first three quarters of 2025 is between 208.74 million and 222.21 million yuan [1] - The expected growth rate in net profit is between 55% and 65% compared to the previous year [1] Group 2: Business Drivers - The growth is attributed to the deepening of brand building and regional expansion in the cross-border social e-commerce business [1] - In the packaging business, the company benefits from long-term strategic cooperation with leading enterprises in the fast-moving consumer goods sector [1] - The company has improved operational and resource utilization efficiency through group-level refined management, leading to a significant enhancement in profitability [1]

Core Viewpoint - The company, Jihong Co., expects a significant increase in net profit for the first three quarters of 2025, projecting between 257 million to 270 million yuan, representing a year-on-year growth of 95.07% to 105.31% compared to 132 million yuan in the previous year [1] Financial Performance - The company reported substantial growth in both operating revenue and profit during the reporting period [1] - The cross-border social e-commerce business has seen significant revenue and profit growth driven by technology and innovation [1] - The paper-based fast-moving consumer goods (FMCG) packaging business has improved profitability due to long-term strategic partnerships with leading companies in the FMCG sector [1]

跨境社交电商企业厦门吉宏科技股份有限公司（2603.HK; 002603.SZ）周四公布，预计2025年首三季录 得净利润2.57亿元（3,600万美元）至2.7亿元，按年大增约95.1%至105.3%。 公司表示，受惠于跨境社交电商业务持续高速增长，及纸制快消品包装业务盈利能力显著提升，整体营 收与盈利能力显著提升。根据公告，扣除非经常性损益后的净利润亦达2亿元至2.1亿元之间，同比升幅 在65%至76%之间。 来源：市场资讯 （来源：BBW咏竹坊） 吉宏股份成立于2003 年，总部位于厦门，2016年在深交所上市。公司本业原是纸制包装，初期以产品 设计和营销为基础，在识别消费者需求方面累积相当经验，随后开始拓展跨境社交电商业务，采取"信 息找人"的推广方式，实现"货找人"的跨境社交电商模式。 今年5月，吉宏股份在港交所挂牌，上市至今股价累升63.2%。盈喜发布后，公司股价周五高开，至中 午休市报18.34港元，升2.17%。 ...

Group 1 - The core viewpoint of the article highlights that Jihong Co., Ltd. (02603) experienced a significant stock price increase of over 13%, reaching HKD 20.4, with a trading volume of HKD 20.0736 million [1] - The company announced an expected net profit attributable to shareholders of approximately RMB 209 million to RMB 222 million for the first three quarters of 2025, representing a year-on-year growth of 55% to 65% [1] - The substantial growth in revenue and profit is attributed to the deepening of brand building and regional expansion in the cross-border social e-commerce business, as well as the benefits from long-term strategic cooperation with leading companies in the fast-moving consumer goods (FMCG) packaging sector [1] Group 2 - The company has improved its operational and resource utilization efficiency through group-level refined management, leading to a significant enhancement in profitability [1] - The growth in revenue and profit is also supported by the company's industry expertise and technological capabilities, which have contributed to the substantial increase in revenue scale and profit [1]

Group 1 - The company expects a significant increase in both revenue and profit for the period from January 1, 2025, to September 30, 2025, indicating a positive performance trend [1] - The financial data for this earnings forecast has not been audited by an accounting firm, but there are no discrepancies between the company and the accounting firm regarding the earnings forecast [1][2] - The growth in revenue and profit is primarily driven by the cross-border social e-commerce business and the packaging business, with strong brand development and strategic partnerships contributing to this performance [1] Group 2 - The company emphasizes its commitment to technology-driven innovation and brand building, which has led to substantial growth in its e-commerce segment [1] - The packaging business has benefited from long-term strategic collaborations with leading companies in the fast-moving consumer goods sector, enhancing operational efficiency and profitability [1]

Core Viewpoint - Jihong Co., Ltd. (002803) is expected to achieve a net profit of 209 million to 222 million yuan for the first three quarters of 2025, reflecting a year-on-year growth of 55% to 65% [1] Group 1: Financial Performance - The company anticipates a net profit of 120 million to 134 million yuan for the third quarter, representing a year-on-year increase of 83.03% to 103.55% [1] - The performance recovery is attributed to the resurgence of global market demand after a decline in 2024 [1] Group 2: Business Operations - Jihong Co., Ltd. operates a dual-driven business model with cross-border social e-commerce and paper-based fast-moving consumer goods packaging [1] - The company leverages AI-driven "goods find people" model for precise advertising on major social platforms, promoting Chinese industrial products globally [2] - The proprietary "Giikin 3.0" system integrates various AI models to automate the entire business process, enhancing operational efficiency [2] Group 3: Market Position and Strategy - Jihong Co., Ltd. maintains the leading market share in domestic paper-based fast-moving consumer packaging, benefiting from partnerships with major brands like Luckin Coffee, KFC, and McDonald's [2] - The company plans to increase investment in AI research and self-owned brand development, aiming to enhance its cross-border e-commerce and expand into overseas packaging markets [3]

Core Viewpoint - Jihong Co., Ltd. (002803) expects a significant increase in net profit for the first three quarters of 2025, projecting between 209 million to 222 million yuan, representing a year-on-year growth of 55% to 65% [1] Group 1: Financial Performance - The company anticipates a net profit of 120 million to 134 million yuan for the third quarter, reflecting a year-on-year growth of 83.03% to 103.55% [1] - The recovery in performance is attributed to the resurgence of global market demand after a decline in 2024, which was linked to the expansion of overseas sales and the development of proprietary brands in cross-border social e-commerce [1] Group 2: Business Operations - Jihong Co., Ltd. operates a dual-driven business model, focusing on cross-border social e-commerce and paper-based fast-moving consumer goods packaging [1] - The company employs an AI-driven "goods find people" model to promote Chinese industrial products globally through major social platforms like Meta, TikTok, Google, YouTube, and Instagram [2] - The proprietary "Giikin 3.0" system integrates various AI models, enhancing the entire business process from product selection to customer service [2] Group 3: Market Position and Strategy - Jihong Co., Ltd. maintains the leading market share in domestic paper-based fast-moving consumer packaging, benefiting from long-term partnerships with major fast-moving consumer brands like Luckin Coffee, KFC, and McDonald's [2] - The company plans to increase investment in AI research and proprietary brand development, aiming to enhance its cross-border e-commerce business and expand its packaging operations overseas [3]

Core Viewpoint - The company, Jihong Co., Ltd. (002803), anticipates significant growth in net profit for the first three quarters of 2025, driven by the rapid development of its cross-border social e-commerce business and increasing demand in the packaging sector [1][2] Group 1: Financial Performance - The expected net profit attributable to shareholders ranges from 208.74 million to 222.21 million yuan, representing a year-on-year increase of 55.00% to 65.00% [1] - The net profit after deducting non-recurring gains and losses is projected to be between 200.24 million and 213.71 million yuan, showing a growth of 65.72% to 76.86% [1] - For the third quarter, the net profit is estimated to be between 120.11 million and 133.58 million yuan, reflecting a year-on-year increase of 83.03% to 103.55% [1] Group 2: Business Development - The strong growth in performance is attributed to the rapid expansion of the cross-border social e-commerce business and continuous improvement in packaging customer demand and market development [1] - The company emphasizes technology-driven innovation, effectively utilizing artificial intelligence in data analysis, user profiling, intelligent product selection, and supply chain optimization, which significantly contributes to the growth of its cross-border e-commerce business [1] - The packaging business also shows steady growth, benefiting from long-term strategic partnerships with leading companies in the fast-moving consumer goods sector, enhancing operational efficiency and profitability [1] Group 3: Future Outlook - The company plans to continue its focus on technology-driven innovation and deepen the application of AI in the e-commerce sector to sustain high growth in cross-border e-commerce [2] - There are intentions to optimize the capacity layout of the packaging business and actively explore overseas markets to further enhance profitability [2] - The company is committed to shareholder returns, planning to implement a semi-annual dividend distribution of nearly 80 million yuan, aiming to create long-term stable value for shareholders through steady operations and active profit distribution [2]

Core Viewpoint - Jihong Co., Ltd. (002803.SZ) expects a significant increase in net profit attributable to shareholders for the first three quarters of 2025, projecting a range of 208.74 million to 222.21 million yuan, representing a growth of 55.00% to 65.00% compared to the same period last year [1] Group 1: Business Performance - The cross-border social e-commerce business has deepened brand building and regional expansion, leading to substantial growth in revenue and profit [1] - The packaging business has enhanced operational efficiency through strategic cooperation with leading fast-moving consumer goods companies, resulting in a notable improvement in profitability [1]