吉宏股份(002803.SZ)2020年淨利預增70.11%-77.77%
格隆匯1月12日丨吉宏股份(002803.SZ)披露2020年度業績預吿，公司預計2020年1-12月實現歸屬於上市公司股東的淨利潤5.55億元-5.80億元，同比增長70.11%-77.77%。2020年年度業績比上年同期增長的主要原因為：
(一)跨境電商業務
1、2020年第一季度國內疫情形勢嚴峻導致供應鏈幾近停滯，公司跨境電商業務憑藉多年經營累積龐大的精準數據、組織嚴密的運營管理等優勢，及時對疫情和市場走勢進行分析並準確預判，並延續此前慣例於春節前儲備近1個月貨物至海外倉以滿足海外市場訂單需求，因此公司跨境電商業務歸母淨利潤在第一季度逆勢實現24.69%的增長；
2、2020年第二季度開始國外疫情爆發導致消費者線下消費行為無法正常開展，部分線下生活和消費需求轉移至線上，但物流受疫情影響較為緊張，且第四季度疫情反覆導致居民購買力受到一定製約。公司根據銷售區域市場情況，積極調整產品結構及價格、精準匹配符合當時市場和用户需求的產品(如各類防疫物資)，並根據目的地物流情況採用包機包船、散貨空運等方式進行配送以保障時效。藉助國內企業已經恢復良好的供應鏈供貨和物流體系，公司跨境電商業務整體訂單規模和利潤均實現跨越式增長，2020年全年預計歸屬於上市公司股東的淨利潤同比增長150%-165%。
(二)包裝業務
儘管第四季度出口訂櫃困難導致公司較多的出口包裝產品滯留，但2020年公司包裝業務歸母淨利潤依然實現超30%的增長，主要原因在於全球化禁塑令政策的逐步趨嚴以及管理層對紙張等原材料長期走向的前瞻性判斷，公司包裝業務整體受紙張等原材料價格波動情況影響依然較小。
綜合上述情況，公司預計2020年歸屬於上市公司股東的淨利潤比上年同期增長70.11%-77.77%，經營業績的穩步增長已充分驗證“管理出效益”的原理，除不斷強化市場定位、流程化及數據化運營等方面的基礎管理工作,公司管理層長期保持對宏觀環境如政治風險、匯率波動等情況的高度關注，通過數據模型進行多維度精準分析，並根據分析結果為公司各項決策提供數據支撐，為公司的長遠健康發展打下堅實基礎。
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