人民财讯1月27日电，新国都（300130）1月27日发布业绩预告，预计2025年归母净利4亿元—5亿元，同 比增长70.79%—113.49%。报告期内，公司整体营业收入保持平稳发展态势。支付硬件业务收入实现持 续增长，毛利率保持稳定。国内收单业务2025年累计处理交易流水约1.47万亿元，较上年同期基本持 平。受新商户拓展策略及营销支持力度加大的影响，收单及增值服务业务的收入及毛利率较上年同期出 现一定幅度下降。公司积极通过人工智能技术推动组织与业务智能化升级，加快落地"支付+AI"场景化 应用，赋能商户高效运营。 ...

Core Viewpoint - New Guodu (300130) has submitted an application for an IPO in Hong Kong to enhance its global strategy and expand overseas business, following the trend of Chinese payment companies going international [1][2]. Group 1: Company Overview - New Guodu, established in July 2001, is a payment technology service provider with over 1,000 employees and operations in more than 100 countries [2]. - The company aims to deepen its global strategy and enhance its international market competitiveness through the IPO [1]. Group 2: Financial Performance - In 2024, New Guodu reported a net profit of 234 million yuan, a decrease of 68.98% year-on-year, primarily due to tax adjustments and goodwill impairment [4]. - For the first half of 2025, the company achieved revenue of 1.527 billion yuan, down 3.17% year-on-year, and a net profit of 275 million yuan, down 38.61% year-on-year [4]. - In the first three quarters of 2025, revenue was 2.343 billion yuan, a decline of 4.15%, while net profit increased by 37.10% to 407 million yuan [5]. Group 3: Business Segments - The revenue from the acquiring and value-added services segment has been declining, accounting for 67.2% of total revenue in 2024, down from 70.9% in 2022 [5]. - The electronic payment products segment is gradually increasing its share, with revenues of 982 million yuan, 994 million yuan, and 941 million yuan from 2022 to 2024 [6]. Group 4: International Expansion - New Guodu is implementing a dual overseas strategy, focusing on cross-border payment and local acquiring services, and has established a marketing network in India and expanded into Europe and Japan [8][9]. - The company has obtained various international payment licenses, including those from Luxembourg, Hong Kong, and the United States, to support its cross-border payment initiatives [9]. - Revenue from outside mainland China has been increasing, accounting for 21.1%, 26.0%, and 29.0% from 2022 to 2024 [9].

Core Viewpoint - Shenzhen Xinguodu Co., Ltd. (New Guodu) has submitted an application to list on the Hong Kong Stock Exchange, with CITIC Securities as its sole sponsor. The company has sold over 50 million electronic payment devices globally over the past 15 years, establishing a presence in most countries and regions worldwide [1][4]. Group 1: Company Overview - New Guodu is a leading payment technology service provider in China, covering the entire payment technology industry chain. The company offers integrated end-to-end digital payment solutions through a dual-engine strategy of "payment hardware + payment services" [4][5]. - The company has established a diverse payment product and service system, catering to a wide range of ecosystem participants, including financial institutions, licensed acquirers, SMEs, and e-commerce platforms [4][7]. Group 2: Business Highlights - New Guodu has achieved a leading position in the Indian payment hardware market and is strategically expanding into high-value markets such as Europe and Japan. The company has sold over 50 million electronic payment devices globally and has over 1 million terminals connected to its NEXGO CLOUD platform [7]. - The company has developed a comprehensive "payment + operation" service system, serving over 20 million customers across various industries and scales, providing convenient payment and settlement services [7]. Group 3: Financial Performance - For the fiscal year ending December 31, 2022, the company reported revenues of RMB 4.314 billion, with a gross profit of RMB 1.038 billion and a net profit of RMB 445.54 million. The revenue for the first half of 2025 is projected to be RMB 1.527 billion [11][12][13]. - The gross profit margin for 2022 was 24.1%, increasing to 37.8% in 2023, and projected to be 33.7% in the first half of 2025 [13][14]. Group 4: Market Trends - The global payment industry encompasses both hardware and software dimensions, forming the operational foundation of modern payment ecosystems. The industry includes payment services provided by banks and third-party payment service providers [15]. - The Chinese third-party payment market has shown robust growth, with a projected total payment volume (TPV) increase from RMB 294.6 trillion in 2020 to RMB 331.7 trillion by 2024, reflecting a compound annual growth rate (CAGR) of 3.0% [16].

Group 1 - The core point of the article is that New Guodu (SZ 300130) announced the convening of its 20th meeting of the 6th Board of Directors on October 27, 2025, to review the proposal for the third quarter report of 2025 [1] - For the first half of 2025, New Guodu's revenue composition is as follows: 61.85% from acquiring and value-added services, 35.67% from product manufacturing, and 2.48% from other businesses [1] - As of the time of reporting, New Guodu has a market capitalization of 15.5 billion yuan [1]

Company Overview - Shenzhen New Guodu Co., Ltd. is located in Nanshan District, Shenzhen, Guangdong Province, and was established on July 31, 2001. The company was listed on October 19, 2010. It specializes in the electronic payment industry, providing payment acquisition services and selling and leasing electronic payment terminals, primarily financial POS machines. The company integrates technologies such as biometrics, big data, blockchain, and AI to offer various digital upgrade services and comprehensive electronic payment solutions [2]. Financial Performance - As of June 30, 2025, New Guodu reported a revenue of 1.527 billion yuan, a year-on-year decrease of 3.17%. The net profit attributable to shareholders was 275 million yuan, down 38.61% year-on-year [3]. - The company has cumulatively distributed 1.341 billion yuan in dividends since its A-share listing, with 890 million yuan distributed in the last three years [4]. Stock Market Activity - On September 12, New Guodu's stock price fell by 2.02%, closing at 28.63 yuan per share, with a trading volume of 419 million yuan and a turnover rate of 3.33%. The total market capitalization is 16.242 billion yuan [1]. - Year-to-date, New Guodu's stock price has increased by 35.30%, but it has decreased by 0.87% in the last five trading days and by 10.31% in the last 20 days [1]. - The company has appeared on the "Dragon and Tiger List" once this year, with the most recent occurrence on May 29 [1]. Shareholder Information - As of June 30, 2025, the number of shareholders increased to 83,400, a rise of 77.74%. The average circulating shares per person decreased by 43.72% to 5,207 shares [3]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 3.7633 million shares, a decrease of 2.6324 million shares from the previous period. The Southern CSI 1000 ETF is a new entrant, holding 3.6473 million shares [4].

Group 1 - The company New Guodu (SZ 300130, closing price: 33.28 yuan) announced that its 19th board meeting of the 6th session was held on August 26, 2025, in Shenzhen, discussing the proposal for the 2025 first extraordinary shareholders' meeting [1] - For the year 2024, the revenue composition of New Guodu is as follows: 67.12% from acquiring and value-added services, 30.33% from product manufacturing, 1.76% from credit review, and 0.78% from other services [1] Group 2 - The pet industry is experiencing a significant boom, with a market size of 300 billion yuan, leading to a surge in stock prices for related listed companies [1]