Turn a loss into a profit! Baiguoyuan (02411)'s profit forecast for the first half of the year releases new momentum for business repair and growth

The Zhitong Finance App learned that Baiguoyuan Group (02411) disclosed a positive profit forecast for the first half of 2026. The company expects the net profit attributable to the owners of the company to be no less than RMB 20 million for the six months ending June 30, 2026, successfully reversing the net loss of about RMB 342 million for the same period in 2025; it is expected that the company's revenue will increase by no less than 7% in the first half of 2026. The profit level improved significantly compared to the same period last year, and the inflection point of operation was further confirmed.

This profit recovery does not rely on short-term cost reduction, but is the result of systematic optimization of the business model. In the first half of the year, Baiguoyuan continued to deepen the implementation of AI technology in the entire business chain, and accelerated the deployment of digital tools such as intelligent ordering systems, store profit diagnosis systems, and fruit knowledge models, which effectively improved ordering accuracy, store operation efficiency and supply chain turnover efficiency, and reduced fruit loss and operating costs at the source. At the same time, the company continues to optimize the store network layout and product structure, strengthen detailed cost control, and promote a steady recovery in overall profitability in multiple dimensions.

Based on the restoration of its main business, Baiguoyuan relies on the advantages of a full-link supply chain that has been deeply cultivated in the industry for more than 20 years to comprehensively promote an open supply chain strategy and actively expand new B-side customers; at the same time, it is steadily exploring new business formats and new store types such as “fruit + snacks” and community fresh food retail, continuing to inject incremental space into revenue and profit growth.

Industry insiders said that this profit forecast sends a clear signal of marginal improvement in the company's fundamentals, confirming that Baiguoyuan has officially entered the operating repair channel from the previous active adjustment period. With the continuous penetration of digital systems into all links of the industrial chain, combined with the opening up of the supply chain and the gradual implementation of business format innovation, there is still room for continuous optimization of the company's supply chain efficiency, product structure and cost control level, and long-term growth value is expected to be gradually realized.