Is the company providing any guidance or outlook for H2 2025 and FY 2025, and how might that influence the stock's valuation?

Guidance – none provided

The press release only covers the unaudited results for the six‑month period ending 30 June 2025. There is no forward‑looking statement, earnings guidance, or revenue outlook for the second half of 2025 (H2 2025) or the full‑year (FY 2025). Yunji’s management has therefore left the market without a concrete forecast for the balance of the year.

Valuation impact

In the absence of guidance, investors must price the stock on a “blind” basis, relying solely on historical performance and macro‑trend assumptions. This information gap typically compresses the forward‑PE multiple, as analysts apply a higher discount to account for increased uncertainty and the risk of a surprise (positive or negative) in H2/FY results. Consequently, the stock may trade at a modestly lower valuation relative to peers that do provide guidance, and we can expect heightened price volatility around any subsequent earnings release or macro‑news that could fill the guidance void.

Trading implication

Given the current lack of forward guidance, a cautious, short‑to‑medium‑term stance is advisable. If the H1 2025 results beat expectations (e.g., revenue growth, margin expansion), the market may reward the stock with a bounce, but the upside is capped until guidance is issued. Conversely, a weak H1 could trigger a sharper sell‑off as the valuation already reflects a discount for uncertainty. Position sizing should therefore be modest, with tight stops to manage the added earnings‑risk premium, and a watch‑list for any follow‑up communication from Yunji that might finally set H2/FY expectations.