Core Viewpoint - The company New Guodu (300130) has a subsidiary, Jialian Payment, which operates as a third-party payment institution with a national bank card acquiring business license, providing convenient payment settlement services across various industries in China [1] Group 1: Company Overview - Jialian Payment has established 36 branches nationwide, including one in Hainan, enhancing its ability to serve banking partners, merchants, and consumers with domestic bank card acquiring services [1] - The company has formed a cross-border business group to manage its cross-border payment operations, under the brand PayKKa [1] Group 2: Service Offerings - PayKKa has launched a range of payment service products, including B2B cross-border trade collection, B2C cross-border e-commerce collection, independent site global collection, and local collection services overseas [1]

拿下中国香港支付牌照，境外本地收单有望加速开展。1）跨境支付业务，公司持续完善海外牌照布 局，不断加强跨境支付及境外本地收单业务的产品、团队和渠道建设，成功获得中国香港 MSO 牌照， 全球支付牌照版图进一步完善。 事件：新国都于2025 年3 月27 日晚发布年报，2024 年公司实现营收31.48亿元，同比下滑17.20%；实现 归母净利润2.34 亿元，同比下滑68.98%；实现扣非净利润4.92 亿元，同比下滑29.63%。公司于2025 年4 月23 日晚发布2025 一季报，25Q1 公司实现营收7.01 亿元，同比下滑10.39%；实现归母净利润1.56 亿 元，同比下滑29.15%；实现扣非净利润1.48 亿元，同比下滑29.85%。 毛利率保持提升，持续做好费用控制。2024 年公司整体毛利率达到40.6%，相较于2023 年提升 1.76pct，继续保持良好增长趋势。费用方面，2024 年公司销售、管理、研发费用同比变化分别 为-29%、-5%、基本持平，费用投入方面继续保持良好的控制能力。进一步看2025Q1，公司持续做好 费用控制，25Q1 销售、管理、研发费用同比变动分别为-50%、 ...