格隆汇8月25日丨井松智能(688251.SH)公布2025年半年度报告，报告期实现营业收入3.57亿元，同比增 长3.18%；归属于上市公司股东的净利润49.87万元，同比下降98.05%；基本每股收益0.01元。 ...

为践行"以投资者为本"的上市公司发展理念，维护合肥井松智能科技 股份有限公司（以下简称"公司"或"井松智能"）全体股东利益，推动公 司高质量发展和投资价值提升，增强投资者回报，提升投资者获得感，助力 资本市场健康发展，公司于 2025 年 4 月 26 日在上海证券交易所网站披露了 《合肥井松智能科技股份有限公司 2024 年度"提质增效重回报"专项行动方 案的评估报告暨 2025 年度"提质增效重回报"专项行动方案》，自 2025 年 度行动方案发布以来，公司积极开展和落实相关工作。 现将 2025 年行动方案的半年度评估情况报告如下： 一、聚焦核心业务，"三全行动"驱动竞争力升级 井松智能作为智慧物流系统解决方案与制造提供商，专注于为客户提供 智能仓储、智能搬运、智能配送、智能工厂、系统平台等核心业务的全方位 服务。秉承着"我们井井有条、客户轻轻松松"的市场理念，致力于帮助客 户提升物流效率、降低成本、提高竞争力，通过专家级的定制化软硬一体的 方案咨询与规划设计、软件研发与设备制造、项目实施与售后服务以及先进 技术融合与赋能等综合服务。 井松智能基于对海外战略的深度思考后，于 2025 年初正式推出 XG ...

证券代码：688251 证券简称：井松智能 公告编号：2025-033 关于 2025 年半年度募集资金存放与实际使用情况的 专项报告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 根据中国证券监督管理委员会《上市公司募集资金监管规则》和《上海证券 交易所科创板上市公司自律监管指引第 1 号——规范运作》《上海证券交易所科 创板股票上市规则》等有关规定，合肥井松智能科技股份有限公司（以下简称"公 司"或"本公司"）编制了《2025 年半年度募集资金存放与实际使用情况的专 项报告》。具体如下： 一、募集资金基本情况 （一）实际募集资金金额和资金到账时间 根据中国证券监督管理委员会《关于同意合肥井松智能科技股份有限公司首 次公开发行股票注册的批复》（证监许可〔2022〕503号）同意，公司首次公开 发行股票的注册申请。并经上海证券交易所同意，公司首次向社会公开发行人民 币普通股（A股）股票1,485.7116万股，本次发行价格为每股人民币35.62元，募 集资金总额为人民币52,921.05万元，扣除发行费用人民币（不含增值 ...

证券代码：688251 证券简称：井松智能 公告编号：2025-034 合肥井松智能科技股份有限公司 关于召开 2025 年半年度业绩说明会的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 合肥井松智能科技股份有限公司（以下简称"公司"）已于 2025 年 8 月 26 日发布公司 2025 年半年度报告，为便于广大投资者更全面 深入地了解公司 2025 年半年度经营成果、财务状况，公司计划于 2025 年 09 月 19 日（星期五）09:00-10:00 举行 2025 年半年度业绩说明 会，就投资者关心的问题进行交流。 一、 说明会类型 会议召开时间：2025 年 09 月 19 日（星期五）09:00-10:00 会议召开地点：上海证券交易所上证路演中心（网址： 本次投资者说明会以网络互动形式召开，公司将针对 2025 年半 年度的经营成果及财务指标的具体情况与投资者进行互动交流和沟 通，在信息披露允许的范围内就投资者普遍关注的问题进行回答。 重要内容提示： https://roadshow.sseinfo.co ...

[Definitions](index=4&type=section&id=%E7%AC%AC%E4%B8%80%E8%8A%82%20%E9%87%8A%E4%B9%89) This section provides definitions of common terms used in the report, covering company names, subsidiaries, related parties, and specialized industry terminology [Definitions of Common Terms](index=4&type=section&id=%E5%B8%B8%E7%94%A8%E8%AF%8D%E8%AF%AD%E9%87%8A%E4%B9%89) This chapter defines common terms used in the report, including company names, subsidiaries, related parties, and industry-specific terminology like automated stereo warehouses, stacker cranes, conveyors, sorters, FMR, AMR, AGV, PLC, WMS, WCS, MES, and sensors, to ensure accurate understanding of the report content - Defined the company and its main subsidiaries, such as Hefei Jingsong Intelligent Technology Co., Ltd. and Hefei Jingsong Software Technology Co., Ltd[11](index=11&type=chunk) - Explained key technologies and equipment in intelligent warehousing and logistics, including automated stereo warehouses, stacker cranes, conveyors, sorters, FMR (Autonomous Mobile Forklifts), AMR (Autonomous Mobile Robots), and AGV (Automated Guided Vehicles)[11](index=11&type=chunk)[12](index=12&type=chunk) - Elaborated on intelligent warehousing and logistics software systems, such as WMS (Warehouse Management System), WCS (Warehouse Control System), and MES (Manufacturing Execution System)[12](index=12&type=chunk) [Company Profile and Key Financial Indicators](index=6&type=section&id=%E7%AC%AC%E4%BA%8C%E8%8A%82%20%E5%85%AC%E5%8F%B8%E7%AE%80%E4%BB%8B%E5%92%8C%E4%B8%BB%E8%A6%81%E8%B4%A2%E5%8A%A1%E6%8C%87%E6%A0%87) This section provides an overview of the company's basic information, stock details, and key financial performance indicators for the reporting period [Company Basic Information](index=6&type=section&id=%E4%B8%80%E3%80%81%E5%85%AC%E5%8F%B8%E5%9F%BA%E6%9C%AC%E6%83%85%E5%86%B5) This chapter introduces the company's basic information, including its Chinese name, abbreviation, legal representative, registered address, office address, website, and email, also mentioning historical changes to the registered address - The company's Chinese name is Hefei Jingsong Intelligent Technology Co., Ltd., abbreviated as Jingsong Intelligent[15](index=15&type=chunk) - The legal representative is Yao Zhijian, with the registered and office address at No. 128 Bisheng Road, Xinzhan District, Hefei City[15](index=15&type=chunk) [Contact Person and Information](index=6&type=section&id=%E4%BA%8C%E3%80%81%E8%81%94%E7%B3%BB%E4%BA%BA%E5%92%8C%E8%81%94%E7%B3%BB%E6%96%B9%E5%BC%8F) This chapter provides contact information for the company's Board Secretary (domestic representative for information disclosure), Zhu Xiangzhi, and Securities Affairs Representative, Lu Xiaoli, including address, phone, fax, and email - The contact phone number for Board Secretary Zhu Xiangzhi and Securities Affairs Representative Lu Xiaoli is **0551-64266328**[16](index=16&type=chunk) [Information Disclosure and Document Storage Location Changes](index=6&type=section&id=%E4%B8%89%E3%80%81%E4%BF%A1%E6%81%AF%E6%8A%AB%E9%9C%B2%E5%8F%8A%E5%A4%87%E7%BD%AE%E5%9C%B0%E7%82%B9%E5%8F%98%E6%9B%B4%E6%83%85%E5%86%B5%E7%AE%80%E4%BB%8B) This chapter lists the company's designated information disclosure newspaper (`Shanghai Securities News`), website address for semi-annual reports (Shanghai Stock Exchange website), and the location for semi-annual report availability (Securities Department office) - The company's designated information disclosure website is the Shanghai Stock Exchange website (www.sse.com.cn)[17](index=17&type=chunk) [Company Stock/Depositary Receipt Overview](index=6&type=section&id=%E5%9B%9B%E3%80%81%E5%85%AC%E5%8F%B8%E8%82%A1%E7%A5%A8%2F%E5%AD%98%E6%89%98%E5%87%AD%E8%AF%81%E7%AE%80%E5%86%B5) This chapter discloses the basic information of the company's stock, which is RMB ordinary shares (A-shares) listed on the STAR Market of the Shanghai Stock Exchange, with stock abbreviation "Jingsong Intelligent" and stock code "688251", with no changes to the previous stock abbreviation during the reporting period - The company's stock type is RMB ordinary shares (A-shares), listed on the STAR Market of the Shanghai Stock Exchange[19](index=19&type=chunk) - The stock abbreviation is "Jingsong Intelligent", and the stock code is "**688251**"[19](index=19&type=chunk) [Company's Key Accounting Data and Financial Indicators](index=7&type=section&id=%E5%85%AD%E3%80%81%E5%85%AC%E5%8F%B8%E4%B8%BB%E8%A6%81%E4%BC%9A%E8%AE%A1%E6%95%B0%E6%8D%AE%E5%92%8C%E8%B4%A2%E5%8A%A1%E6%8C%87%E6%A0%87) This chapter summarizes the company's key accounting data and financial indicators for the first half of 2025, showing a 3.18% increase in operating revenue but a significant decline of over 95% in total profit, net profit attributable to shareholders, and net profit after deducting non-recurring gains and losses, primarily due to intensified industry competition and declining gross profit margins, while net cash flow from operating activities significantly improved 2025 Semi-Annual Key Accounting Data and Financial Indicators | 指标 | 本报告期 (1-6月) | 上年同期 | 增减 (%) | | :--- | :--- | :--- | :--- | | 营业收入 (yuan) | 357,375,924.10 | 346,377,962.81 | 3.18 | | 利润总额 (yuan) | 1,138,815.05 | 27,973,995.83 | -95.93 | | 归属于上市公司股东的净利润 (yuan) | 498,725.80 | 25,582,643.05 | -98.05 | | 归属于上市公司股东的扣除非经常性损益的净利润 (yuan) | -2,307,194.49 | 23,522,160.32 | -109.81 | | 经营活动产生的现金流量净额 (yuan) | 10,716,962.94 | -63,410,839.37 | 不适用 | | 基本每股收益（元／股） | 0.01 | 0.42 | -97.62 | | 稀释每股收益（元／股） | 0.01 | 0.42 | -97.62 | | 扣除非经常性损益后的基本每股收益（元／股） | -0.03 | 0.39 | -107.69 | | 加权平均净资产收益率（%） | 0.06 | 3.16 | 减少3.1个百分点 | | 扣除非经常性损益后的加权平均净资产收益率（%） | -0.28 | 2.91 | 减少3.19个百分点 | | 研发投入占营业收入的比例（%） | 9.21 | 9.16 | 增加0.05个百分点 | - The significant decline in total profit and net profit is mainly due to intensified competition in the intelligent warehousing industry, leading the company to strategically undertake projects with compressed gross profit margins, resulting in a year-on-year decrease in comprehensive gross profit margin[23](index=23&type=chunk) - Net cash flow from operating activities significantly improved, primarily due to the company optimizing supplier payment terms, strengthening inventory turnover control, and relatively higher collection of accounts receivable[24](index=24&type=chunk) [Non-Recurring Gains and Losses Items and Amounts](index=8&type=section&id=%E5%85%AB%E3%80%81%E9%9D%9E%E7%BB%8F%E5%B8%B8%E6%80%A7%E6%8D%9F%E7%9B%8A%E9%A1%B9%E7%9B%AE%E5%92%8C%E9%87%91%E9%A2%9D) This chapter lists the company's non-recurring gains and losses items and amounts for the first half of 2025, totaling 2,805,920.29 yuan, primarily including government grants and fair value changes in financial assets - Total non-recurring gains and losses amounted to **2,805,920.29 yuan**[27](index=27&type=chunk) - Major non-recurring gains and losses items include government grants of **1,520,100.00 yuan** recognized in current profit or loss

Group 1 - The company reported a revenue of 357 million yuan for the first half of 2025, representing a year-on-year growth of 3.18% [1] - The net profit was 498,700 yuan, showing a significant decline of 98.05% compared to the previous year [1] - The basic earnings per share decreased to 0.01 yuan per share, a reduction of 97.62% year-on-year [1]

Summary of the Conference Call on Electrophysiology Industry Overview - The electrophysiology (EP) industry in China is experiencing continuous growth, with a 10% increase in procedures in the first half of the year, and an expected nationwide growth of 10%-15% due to the adoption of new catheter ablation technologies like pulsed field ablation (PFA) and accelerated domestic substitution [2][3][4] - The patient base for atrial fibrillation (AF) is substantial, estimated at 14-18 million, with increasing incidence due to aging, although the penetration rate of catheter ablation remains low [2][4] Key Insights - **Procedure Growth**: The EP procedures are a highlight in the cardiovascular intervention field, with a 10% growth noted in a major center, and a higher national growth rate anticipated due to the increasing adoption of independent EP teams and local anesthesia techniques [3][4] - **Technology Trends**: - Cryoablation technology is being phased out, while radiofrequency ablation remains dominant. However, PFA is rapidly gaining traction due to its lower technical difficulty and higher safety profile [2][3][7] - In a specific center, radiofrequency ablation accounts for 60%-70% of procedures, while PFA represents 30%-40%, with expectations for PFA's share to increase further [7] - **Market Share**: In the thermal ablation market, Johnson & Johnson holds over 50% market share, Abbott has 30%-40%, and domestic brands have a smaller share. In the AF thermal ablation sector, Johnson & Johnson's market share exceeds 75% [2][9] Patient Treatment Dynamics - **Patient Willingness**: Paroxysmal AF patients typically try medication first, while persistent AF patients are more inclined to opt for catheter ablation due to poor medication efficacy [5][6] - **Success Rates**: Catheter ablation for AF has a high success rate of over 90%, but the recurrence rate is significant, especially for persistent AF [4][6] Competitive Landscape - **Domestic vs. International Brands**: In the PFA era, domestic brands like Jinjiang and Huitai are gaining market share due to their ability to perform procedures under local anesthesia, contrasting with foreign brands that rely on general anesthesia [10][11] - **Emerging Technologies**: The development of nanosecond PSA technology aims to reduce pain and anesthesia needs, although it is still in preclinical stages [15] Future Outlook - **Market Dynamics**: The competitive landscape is shifting, with foreign manufacturers like Abbott lagging behind in innovation. Domestic brands with robust 3D systems are expected to emerge as key players [26] - **Price Trends**: The overall trend in medical pricing is expected to become more affordable, although specific pricing for PFA terminal products remains undisclosed [27][28] Regulatory and Guideline Changes - **Clinical Guidelines**: The U.S. has updated its guidelines to position electrophysiology as a first-line treatment, which is expected to influence domestic guidelines in China [30] Additional Considerations - **One-stop Surgery**: The concept of one-stop surgeries combining electrophysiology and left atrial appendage closure is gaining traction, although it presents challenges in terms of cost and reimbursement [21][23] This summary encapsulates the key points from the conference call regarding the electrophysiology industry, highlighting growth trends, technological advancements, patient treatment dynamics, competitive landscape, future outlook, and regulatory changes.

Core Viewpoint - The company has approved the use of remaining raised funds to increase the registered capital of its wholly-owned subsidiary, Hefei Jingsong Robot Co., Ltd., to implement a new investment project [1][8]. Group 1: Fundraising Overview - The company raised a total of RMB 524.21 million through the issuance of 14.857116 million shares, with a net amount of RMB 465.49 million after deducting issuance costs [2]. - The raised funds were fully in place by May 31, 2022, and were managed in a dedicated account as per regulatory requirements [2]. Group 2: Investment Project Details - The original investment project, "Intelligent Logistics System Production Base Technical Transformation Project," was terminated, and the remaining funds will be redirected to a new project aimed at producing 10,000 sets of intelligent logistics equipment [3][5]. - The total budget for the new investment project is RMB 389.25 million, with the company planning to use RMB 222.95 million from the remaining and unutilized funds for capital injection into the subsidiary [5]. Group 3: Capital Injection and Increase - The company will inject RMB 15 million as registered capital and increase the capital by RMB 207.95 million, with RMB 50 million counted as registered capital and RMB 157.95 million as capital reserve [1][5]. - After the capital increase, the registered capital of Hefei Jingsong Robot Co., Ltd. will rise from RMB 50 million to RMB 100 million, maintaining the company's 100% ownership [5][8]. Group 4: Management and Compliance - The subsidiary has opened a dedicated account for the raised funds, and a four-party supervision agreement has been signed to ensure compliance with regulations [7]. - The decision to use the funds was approved by the board of directors and does not require shareholder approval, aligning with relevant stock exchange rules [9].

证券代码：688251 证券简称：井松智能 公告编号：2025-032 合肥井松智能科技股份有限公司 关于使用募集资金向全资子公司实缴注册资本及增资 以实施新募投项目的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 合肥井松智能科技股份有限公司（以下简称"公司"）于 2025 年 8 月 4 日 召开第二届董事会第十六次会议，审议通过《关于使用募集资金向全资子公司实 缴注册资本及增资以实施新募投项目的议案》，同意公司使用"智能物流系统生 产基地技术改造项目"的剩余募集资金 113,324,283.33 元（含利息收入）及尚 未使用的超募资金 109,630,308.12 元（含利息收入），共计 222,954,591.45 元向全资子公司合肥井松机器人有限公司实缴注册资本 15,000,000.00 元并增 资 207,954,591.45 元 ， 其 中 本 次 增 资 的 50,000,000.00 元 计 入 注 册 资 本 ， 仍为 100%。 一、募集资金基本情况 根据中国证券监督管理委员会印发《关于同意合 ...

Core Viewpoint - The company, Jingsong Intelligent (688251.SH), announced a new fundraising project with a total investment budget of 389.25 million yuan, aimed at enhancing its subsidiary, Jingsong Robotics [1] Fundraising Project Details - The new fundraising project will be implemented by Jingsong Robotics, with a total investment budget of 38,924,970 yuan [1] - The company plans to use the previously raised funds from the "Intelligent Logistics System Production Base Technical Transformation Project" that have not yet been utilized [1] - The company intends to inject 15 million yuan as registered capital and increase capital by 207.95 million yuan, with 50 million yuan allocated to registered capital and 157.95 million yuan to capital reserves [1] Capital Structure Changes - After the capital injection and increase, the registered capital of Jingsong Robotics will rise from 50 million yuan to 100 million yuan, and the paid-in capital will increase from 35 million yuan to 100 million yuan [1] - Jingsong Robotics will remain a wholly-owned subsidiary of the company after the capital increase [1] Fund Utilization Strategy - The remaining required funds for the new project will be supplemented by the subsidiary's own funds [1] - The raised funds will be directly deposited into a dedicated account for Jingsong Robotics, which will invest the funds in phases according to the project's implementation progress to enhance the efficiency of fund utilization [1]