Feiyang Group Half-Year 2026: Revenue Falls 19.7% but Net Profit Edges Up 7%; Focus Shifts to Higher-Margin Tours and AI-Driven Expansion

Bulletin Express
Aug 28

Feiyang International Holdings Group Limited (Feiyang Group, 01901) reported interim results for the six months ended 30 June 2026:

1. Core financials • Revenue slid 19.7% year on year (YoY) to RMB 410.46 million, primarily due to a RMB 126.25 million contraction in gross sales of free independent traveller (FIT) products. • Gross profit declined 4.18% to RMB 26.17 million; gross margin improved to 6.4% from 5.3% a year earlier, reflecting a more profitable sales mix. • Net profit increased 7.35% to RMB 6.61 million, supported by a RMB 16.85 million reversal of impairment losses on financial assets and lower finance costs. • Basic earnings per share fell to RMB 0.67 cent (1H 2025: RMB 0.80 cent) after share-base expansion. No interim dividend was declared.

2. Business mix shift • Package-tour revenue rose 15.0% to RMB 218.62 million, now 53.3% of group turnover (1H 2025: 37.2%), as demand for structured domestic itineraries strengthened. • Gross sales of FIT products dropped 39.9% to RMB 190.14 million, reflecting strategic de-emphasis on low-margin ticket-only sales. • Ancillary travel services contributed RMB 1.73 million, down 40.6% YoY. • Information-system development services recorded no revenue (1H 2025: RMB 0.87 million).

3. Cost and expense dynamics • Cost of sales fell 20.6% to RMB 384.29 million, in line with softer FIT volumes. • Selling and distribution costs rose 26.7% to RMB 18.58 million, driven by higher staff expenses linked to early-stage deployment of AI-enabled sales tools. • Administrative expenses increased 6.6% to RMB 13.84 million. • Finance costs decreased 25.9% to RMB 3.43 million, benefiting from lower effective interest rates.

4. Balance-sheet highlights • Cash and cash equivalents totalled RMB 35.51 million; pledged deposits stood at RMB 33.37 million. • Interest-bearing bank and other borrowings amounted to RMB 195.53 million, all classified as current. • Net debt reached RMB 344.85 million, keeping the gearing ratio at 88%. • Current ratio remained at 1.0x. • Capital commitments for investment projects were RMB 42.90 million. • No significant contingent liabilities or post-balance-sheet events were reported.

5. Strategic initiatives Feiyang Group is accelerating integration of artificial-intelligence tools across product design, customer service and marketing. A newly launched AI-enabled Online Private Consultant (OPC) community platform targets the fast-growing senior (“silver-haired”) outbound tourism segment, aiming to deliver personalised travel experiences while reducing operating costs. The company is also exploring synergies between AI applications and its digital cultural-tourism assets.

6. Outlook remarks from management Management remains optimistic on China’s domestic tourism rebound, citing a 5.4% rise in national tourist trips and supportive government policies in 1H 2026. Priority areas include continued product-mix optimisation toward higher-margin offerings, ongoing cost control, and disciplined investment in AI capabilities to enhance efficiency and service differentiation.

7. Capital actions and share options • In August 2025 the company raised HKD 32.80 million via a private share placement; proceeds have been fully allocated to digital-asset development and working capital. • As of 30 June 2026, 133.2 million share options were outstanding (13.34% of shares in issue); no options were exercised during the period.

Feiyang Group’s results underscore a strategic pivot from commoditised FIT sales toward higher-margin package tours and technology-driven service enhancements, allowing modest profit growth despite a significant top-line contraction.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10