Core Viewpoint - The company anticipates a positive net profit for the period from January 1, 2025, to September 30, 2025, indicating a trend of growth in its financial performance [1]. Financial Performance Forecast - The performance forecast period is set from January 1, 2025, to September 30, 2025 [1]. - The company expects a positive net profit, which is projected to show an upward trend [1]. Communication with Auditors - The financial data related to this performance forecast has not been pre-audited by the accounting firm [1]. Reasons for Performance Changes - The company continues to experience rapid growth in operating revenue and net profit attributable to shareholders for the first three quarters of 2025 [1]. - Sales of intelligent logistics equipment related to automated sorting are continuing to increase significantly [1]. - Sales of smart self-service terminal products, including smart express cabinets and smart vending machines, are expanding in both scale and region [1]. - The growth in the number of points in the new retail comprehensive operation business is driving steady growth in product sales and innovative value-added services [1]. - The management team and all employees are committed to the annual operational guidelines of "expanding the market, strengthening innovation, ensuring quality, and refining management" [1]. - The company remains steadfast in its strategic direction of "one body, two wings, and eight major businesses," continuously building the "three strategic growth curves" to support future development and achieve quality growth [1].

Core Viewpoint - The company expects a significant increase in net profit for the first three quarters, indicating strong growth in various business segments [1] Financial Performance - The estimated net profit attributable to shareholders for the first three quarters is between 56.61 million yuan and 64.42 million yuan, representing a year-on-year growth of 45% to 65% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses is projected to be between 50.70 million yuan and 58.68 million yuan, reflecting a year-on-year increase of 116% to 150% [1] - The basic earnings per share are expected to be between 0.0713 yuan and 0.0812 yuan [1] Business Segments - The company continues to experience rapid growth in sales of intelligent logistics equipment related to automated sorting [1] - Sales of smart self-service terminal products, including smart express cabinets and smart vending machines, are expanding in both scale and regional presence [1] - The new retail comprehensive operation business is seeing steady growth in product sales and innovative value-added services due to an increase in the number of operational points [1]

Core Viewpoint - The company New Beiyang (SZ 002376) anticipates a significant increase in net profit for the first three quarters of 2025, projecting a growth of 45% to 65% year-on-year, driven by robust sales in intelligent logistics equipment and new retail operations [1] Financial Performance - The expected net profit for the first three quarters of 2025 is between 56.61 million and 64.42 million yuan, with basic earnings per share estimated at 0.0713 to 0.0812 yuan [1] - The company's market capitalization is currently 6.2 billion yuan [1] Revenue Composition - For the first half of 2025, the revenue composition is projected to be 85.45% from intelligent manufacturing and 14.55% from service operations [1] Growth Drivers - The growth in net profit is attributed to several factors: - Rapid sales growth in intelligent logistics sorting equipment [1] - Continued expansion in sales of smart self-service terminals, including smart express cabinets and smart lockers [1] - Growth in the new retail comprehensive operation business, driven by an increase in the number of operational points, leading to steady growth in product sales and innovative value-added services [1]

Financial Performance - The company achieved a revenue of 1.28 billion CNY in the first half of 2025, representing a year-on-year growth of 24% [3] - Net profit attributable to shareholders reached 37 million CNY, with a significant increase of 115% compared to the previous year [3] Business Segment Performance - Printing and scanning business generated 270 million CNY, up 34%, accounting for 21% of total revenue [3] - Smart self-service terminals brought in 340 million CNY, a 62% increase, making up 27% of total revenue [3] - Smart financial devices saw a revenue of 170 million CNY, down 23%, representing 13% of total revenue [4] - Intelligent logistics equipment revenue surged to 120 million CNY, a 130% increase, contributing 9% to total revenue [4] - Service operation business earned 190 million CNY, growing 13%, and accounted for 15% of total revenue [4] - Key components maintained stable revenue of 130 million CNY, representing 11% of total revenue [4] Market Performance - Domestic market revenue was 750 million CNY, a 15% increase from 650 million CNY, accounting for 58% of total revenue [4] - Overseas market revenue reached 530 million CNY, a nearly 40% increase from 380 million CNY, making up 42% of total revenue [4] Strategic Insights - The company focuses on "unmanned and less manpower" strategies to achieve quality growth [3] - The overseas business has a gross margin of nearly 40%, which is 10%-15% higher than similar domestic businesses [7] - The company is actively expanding its presence in emerging markets and enhancing its global supply capabilities [7] Future Outlook - The company is exploring new demands in digital currencies and stablecoins, aligning with its strategic planning [9] - The Thai factory is set to produce specialized printing and scanning products, with an annual capacity of hundreds of thousands of units [9]

Core Viewpoint - The company, Xinbeiyang, aims to exceed 10,000 self-operated points in its new retail comprehensive operation business by the first half of 2025, while focusing on expanding its point density and enhancing value-added services [1] Group 1 - As of August 15, Xinbeiyang has confirmed its goal to surpass 10,000 self-operated points by mid-2025 [1] - The company will continue to intensify its point expansion efforts, adhering to a strategy of "regional focus, urban focus" and combining "public points + commercial points" [1] - Xinbeiyang is experiencing nearly a doubling in total membership and has made significant progress in collaborations with brand partners [1]