格隆汇10月29日丨景业智能(688290.SH)公布2025年第三季度报告，营业收入为2261.90万元，同比下降 58.56%；归属于上市公司股东的净利润为-1991.34万元；归属于上市公司股东的扣除非经常性损益的净 利润为-2094.19万元。 ...

智通财经APP讯，景业智能(688290.SH)披露2025年第三季度报告，公司前三季度实现营收1.33亿元，同 比下降11.17%;归母净利润亏损1434万元;扣非净利润亏损1986万元;基本每股收益-0.14元。 ...

Group 1 - The core viewpoint of the article highlights the financial performance of Jingye Intelligent, which reported a revenue decline and a net loss for the third quarter of 2025 [1] - Jingye Intelligent's revenue for the first three quarters of 2025 was approximately 133 million yuan, representing a year-on-year decrease of 11.17% [1] - The net profit attributable to shareholders was a loss of approximately 14.34 million yuan, with basic earnings per share reflecting a loss of 0.14 yuan [1] Group 2 - As of the report, Jingye Intelligent's market capitalization stands at 6.6 billion yuan [1] - The article also notes a significant market trend, indicating that the A-share market has surpassed 4000 points, marking a resurgence in the technology sector and the emergence of a "slow bull" market pattern [1]

证券代码：688290 证券简称：景业智能 公告编号：2025-068 杭州景业智能科技股份有限公司 关于召开 2025 年第三季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、准确性和完整性依法承担法律责任。 重要内容提示： 投资者可于 2025 年 10 月 30 日(星期四)至 11 月 5 日(星期三)16:00 前登 录 上 证 路 演 中 心 网 站 首 页 点 击 " 提 问 预 征 集 " 栏 目 或 通 过 公 司 邮 箱 （zqb@boomy.cn）进行提问。公司将在说明会上对投资者普遍关注的问题进 行回答。 杭州景业智能科技股份有限公司（以下简称"公司"）已于 2025 年 10 月 30 日发布了公司 2025 年第三季度报告，为便于广大投资者更全面深入地了解公司 2025 年第三季度经营成果、财务状况，在上海证券交易所的支持下，公司计划 于 2025 年 11 月 6 日上午 09:00-10:00 举行 2025 年第三季度业绩说明会，就投资 者关心的问题进行交流。 三、参加人员 一、说明会类型 本次投资者说 ...

Financial Performance - The company's operating revenue for Q3 2025 was ¥22,618,978.65, a decrease of 58.56% compared to the same period last year[3] - The net profit attributable to shareholders for Q3 2025 was -¥19,913,390.04, reflecting a significant decline of 303.02% year-over-year[3] - The total profit for the year-to-date period was -¥23,878,311.48, with no applicable percentage change due to the nature of the reporting[3] - Total operating revenue for the first three quarters of 2025 was CNY 132.60 million, a decrease of 11.14% from CNY 149.28 million in the same period of 2024[17] - Net profit for the first three quarters of 2025 was a loss of CNY 15.06 million, compared to a profit of CNY 6.11 million in the same period of 2024[18] Research and Development - Research and development (R&D) expenses totaled ¥13,902,841.04 for the quarter, representing an increase of 72.31% compared to the same period last year[4] - R&D expenses accounted for 61.47% of the operating revenue in Q3 2025, up by 46.69 percentage points year-over-year[4] - Research and development expenses rose significantly to CNY 30.69 million, an increase of 64.73% from CNY 18.61 million in the previous year[17] - The company is committed to advancing its "AI + embodied intelligence" strategy, which has led to increased R&D investments despite the decline in net profit[8] Assets and Liabilities - Total assets at the end of the reporting period were ¥1,675,518,301.44, marking a 6.85% increase from the end of the previous year[4] - The total assets of the company were reported at ¥1,675,518,301.44, up from ¥1,568,158,790.23, marking a growth of about 6.8%[14] - The total liabilities increased to CNY 410.92 million, up from CNY 283.81 million year-over-year[15] - Total equity attributable to shareholders decreased by 1.48% to ¥1,264,302,537.88 compared to the previous year-end[4] - Total equity attributable to shareholders decreased to CNY 1,264.30 million from CNY 1,283.33 million in the previous year[15] Cash Flow - Cash inflow from operating activities was CNY 198.71 million, up 34.73% from CNY 147.43 million in the first three quarters of 2024[20] - Cash outflow from operating activities totaled CNY 252.05 million, an increase of 30.83% compared to CNY 192.69 million in the same period last year[20] - The net cash flow from operating activities was -$53.34 million, compared to -$45.26 million in the previous period[21] - Cash inflow from investment activities totaled $1.65 billion, up from $827.70 million year-over-year[21] - Cash inflow from financing activities was $116.81 million, significantly higher than $25.22 million in the prior year[21] Inventory and Receivables - The company reported a significant increase in inventory, which rose to ¥87,708,409.68 from ¥51,226,620.01, representing an increase of about 71.2%[13] - Accounts receivable rose to ¥222,926,553.89, up from ¥185,454,328.39, indicating an increase of about 20.2%[13] - Accounts payable increased to ¥138,666,018.54 from ¥104,647,209.26, showing a rise of approximately 32.5%[14] Other Information - The company received government subsidies amounting to ¥99,190.46 during the quarter, contributing to its non-operating income[6] - The company has not reported any changes in major shareholders or significant events affecting the stock during the reporting period[12] - There were no significant reminders or additional important information regarding the company's operational status during the reporting period[12] - The company reported a significant increase in tax expenses, with income tax expense rising to CNY 8.82 million from CNY 6.37 million year-over-year[18] - The company distributed dividends and interest payments totaling $8.03 million, down from $11.17 million last year[21]

景业智能公告，第三季度营收为2261.9万元，同比下降58.56%；净利润亏损1991.34万元。前三季度营 收为1.33亿元，同比下降11.17%；净利润亏损1433.56万元，下降303.02%。 ...

Group 1 - The core viewpoint of the articles highlights the active performance of the Robot ETF (562500), which rose by 1.43% and showed a clear structural differentiation among its constituent stocks, with 62 stocks rising and 11 falling [1] - The trading volume of the Robot ETF reached approximately 9.04 billion yuan, with over 900 million shares traded, indicating a vibrant market activity [1] - A strategic cooperation framework agreement was signed between Yongmaotai and a leading domestic humanoid robot company to explore collaboration in the field of embodied intelligent robot actuators and joint components, aiming to set global industry standards [1] Group 2 - Open Source Securities predicts that humanoid robots will gradually achieve industrialization from 2024, with multiple global companies increasing their investments in this sector, thereby accelerating the industrialization process [2] - The humanoid robot industry shares significant overlaps with the smart electric vehicle sector, particularly in intelligent perception and motion control, which are similar to smart driving logic [2] - The Robot ETF (562500) is the only robot-themed ETF in the market with a scale exceeding 20 billion yuan, covering various sub-sectors such as humanoid robots, industrial robots, and service robots, facilitating investors' access to the entire robot industry chain [2]

Group 1 - The core point of the news is that Jingye Intelligent experienced a 5.5% increase in stock price, reaching 65.77 CNY per share, with a total market capitalization of 6.721 billion CNY as of the report date [1] - Jingye Intelligent, established on May 20, 2015, specializes in the research, production, and sales of special robots and intelligent equipment, with its main business revenue composition being 57.26% from nuclear industrial intelligent equipment systems, 25.94% from non-nuclear specialized intelligent equipment systems, 8.93% from special robots, and 7.87% from other sources [1] Group 2 - Among the top ten circulating shareholders of Jingye Intelligent, Huaxia Fund's Huaxia Zhongzheng Robot ETF (562500) entered the list in the second quarter, holding 1.1859 million shares, which accounts for 1.16% of the circulating shares, with an estimated floating profit of approximately 4.0677 million CNY as of the report date [2] - The Huaxia Zhongzheng Robot ETF (562500) was established on December 17, 2021, with a latest scale of 14.471 billion CNY, achieving a year-to-date return of 32.93% and a one-year return of 51.53% [2] Group 3 - The fund manager of Huaxia Zhongzheng Robot ETF (562500) is Hualong, who has been in the position for 3 years and 57 days, managing a total fund asset size of 21.877 billion CNY, with the best fund return during the tenure being 125.94% and the worst being -15.08% [3]

Core Viewpoint - China Post Express Logistics Co., Ltd. has announced the candidates for its 2025 unmanned vehicle leasing centralized procurement project, with over 7,000 L4 level unmanned vehicles expected to be deployed [1] Summary by Sections Procurement Overview - The procurement involves 8 packages, with the main suppliers being Jiushi (Suzhou) Intelligent Technology Co., Ltd. and China Post Technology Co., Ltd., each winning 4 packages [1] Package Details - **Package 1 (Small Unmanned Vehicle 3-4m³)**: - First candidate: Jiushi (Suzhou) Intelligent Technology Co., Ltd. - Second candidate: China Post Technology Co., Ltd. - Third candidate: White Rhino Intelligent Technology (Beijing) Co., Ltd. [5] - **Package 2 (Medium Unmanned Vehicle 5-7m³ - Region 1)**: - First candidate: Jiushi (Suzhou) Intelligent Technology Co., Ltd. - Second candidate: China Post Technology Co., Ltd. [6] - **Package 3 (Medium Unmanned Vehicle 5-7m³ - Region 2)**: - First candidate: China Post Technology Co., Ltd. - Second candidate: Jiushi (Suzhou) Intelligent Technology Co., Ltd. - Third candidate: Ground Iron Green Technology (Shenzhen) Co., Ltd. [8] - **Package 4 (Medium Unmanned Vehicle 5-7m³ - Region 3)**: - First candidate: China Post Technology Co., Ltd. - Second candidate: Jiushi (Suzhou) Intelligent Technology Co., Ltd. - Third candidate: Ground Iron Green Technology (Shenzhen) Co., Ltd. [9] - **Package 5 (Enhanced Medium Unmanned Vehicle 5-7m³)**: - First candidate: China Post Technology Co., Ltd. - Second candidate: Jiushi (Suzhou) Intelligent Technology Co., Ltd. - Third candidate: Zhejiang Cainiao Chuanchen Network Technology Co., Ltd. [10] - **Package 6 (Large Unmanned Vehicle 8-12m³ - Region 1)**: - First candidate: Jiushi (Suzhou) Intelligent Technology Co., Ltd. - Second candidate: Beijing Construction Mechanization Research Institute Co., Ltd. - Third candidate: China Post Technology Co., Ltd. [11] - **Package 7 (Large Unmanned Vehicle 8-12m³ - Region 2)**: - First candidate: Jiushi (Suzhou) Intelligent Technology Co., Ltd. - Second candidate: Beijing Construction Mechanization Research Institute Co., Ltd. - Third candidate: China Post Technology Co., Ltd. [12] - **Package 8 (Automatic Loading and Unloading Unmanned Vehicle 3-4m³)**: - First candidate: China Post Technology Co., Ltd. - Second candidate: Jiushi (Suzhou) Intelligent Technology Co., Ltd. - Third candidate: Ground Iron Green Technology (Shenzhen) Co., Ltd. [14]

Core Viewpoint - The company has officially initiated a special research and development project focused on humanoid robots, leveraging its strategic partnership with Cloud Deep Technology to create industry-level solutions for specific applications in sectors like nuclear and military industries [1] Group 1 - The company has launched a dedicated R&D effort for humanoid robots [1] - The R&D will focus on technical adaptation and innovative applications based on the actual needs of special fields [1] - The company aims to develop industry-level solutions tailored for unique scenarios [1]