Giikin 3.0系统

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吉宏股份(002803):Q2扣非高增123% AI赋能如虎添翼
Xin Lang Cai Jing· 2025-08-23 10:34
Core Insights - The company reported a significant increase in net profit and revenue in Q2, driven by strong performance in cross-border e-commerce and packaging business, positioning itself as a leader in AI-driven e-commerce [1][3]. Financial Performance - In H1, the company achieved revenue of 3.22 billion yuan, a year-on-year increase of 31.8%, and a net profit attributable to shareholders of 118 million yuan, up 63.3% [2]. - The Q2 revenue growth rates were 11.6% in Q1 and 55.5% in Q2, while net profit growth rates were 38.2% in Q1 and 99.6% in Q2 [3]. - The gross margin for H1 was 47%, an increase of 6.29 percentage points, with e-commerce gross margin at 61.4% and packaging gross margin at 19.55% [4]. Business Segments - Cross-border e-commerce generated revenue of 2.12 billion yuan, up 52.9%, with net profit of 55 million yuan, an increase of 97.67% [3]. - The packaging business reported revenue of 1.12 billion yuan, a growth of 10.04%, and net profit of 76 million yuan, up 34.43% [3]. Operational Efficiency - The company improved its operating cash flow significantly, reaching 183 million yuan, a 378% increase, attributed to higher sales collections from the growth in cross-border e-commerce and packaging businesses [4]. Strategic Initiatives - The company has integrated AI technologies into its operations, utilizing its proprietary "Giikin 3.0" system with major AI models to enhance product selection, content generation, advertising, and customer service [5]. - The launch of H-shares is a pivotal step in the company's global strategy, aimed at expanding its cross-border social e-commerce and packaging business internationally [5].