证券代码：688455 证券简称：科捷智能 公告编号：2025-056 科捷智能科技股份有限公司 持股 5%以上股东减持股份计划公告 本公司董事会、全体董事及相关股东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： ? 大股东持有的基本情况 截至本公告披露日，科捷智能科技股份有限公司（以下简称"科捷智能" 或"公司"）股东深圳市顺丰投资有限公司（以下简称"顺丰投资"）持有 公司股份 20,145,524 股，占公司股份总数的 11.14%。上述股份为科捷 智能首次公开发行并上市前取得的股份，且已于 2023 年 9 月 15 日起 上市流通。 ? 减持计划的主要内容 公司于 2025 年 9 月 5 日收到顺丰投资出具的《计划减持科捷智能科技 股份有限公司股票的告知函》，因自身资金需求，股东顺丰投资自 2025 年 9 月 30 日起 3 个月内根据市场情况通过集中竞价方式减持其持有 的公司股份合计不超过 1,808,491 股，即不超过公司总股本的 1%；通 过大宗交易方式减持其持有的公司股份合计不超过 3,616,983 股 ...

智通财经APP讯，科捷智能(688455.SH)公告，公司股东深圳市顺丰投资有限公司(简称"顺丰投资")拟通 过集中竞价方式减持其持有的公司股份合计不超过180.85万股，即不超过公司总股本的1%;通过大宗交 易方式减持其持有的公司股份合计不超过361.7万股，即不超过公司总股本的2%。 ...

Group 1 - The core point of the article is that Shenzhen Shunfeng Investment Co., Ltd. plans to reduce its holdings in KJ Intelligent (688455.SH) through both centralized bidding and block trading methods [1] Group 2 - Shunfeng Investment intends to sell up to 1.8085 million shares, which represents no more than 1% of the company's total share capital through centralized bidding [1] - Additionally, Shunfeng Investment plans to reduce its holdings by up to 3.617 million shares, accounting for no more than 2% of the company's total share capital through block trading [1]

证券代码：688455 证券简称：科捷智能 公告编号：2025-056 公司于 2025 年 9 月 5 日收到顺丰投资出具的《计划减持科捷智能科技 股份有限公司股票的告知函》，因自身资金需求，股东顺丰投资自 2025 年 9 月 30 日起 3 个月内根据市场情况通过集中竞价方式减持其持有 的公司股份合计不超过 1,808,491 股，即不超过公司总股本的 1%；通 过大宗交易方式减持其持有的公司股份合计不超过 3,616,983 股，即不 超过公司总股本的 2%。 一、减持主体的基本情况 | 股东名称 | 深圳市顺丰投资有限公司 | | | | --- | --- | --- | --- | | | 控股股东、实控人及一致行动人 | □是 | √否 | | 股东身份 | 直接持股 5%以上股东 | √是 | □否 | | | 董事、监事和高级管理人员 | □是 | √否 | 1 大股东持有的基本情况 截至本公告披露日，科捷智能科技股份有限公司（以下简称"科捷智能" 或"公司"）股东深圳市顺丰投资有限公司（以下简称"顺丰投资"）持有 公司股份 20,145,524 股，占公司股份总数的 11.14%。上述股 ...

Group 1 - The core point of the announcement is that Shenzhen Shunfeng Investment Co., Ltd., a shareholder holding 11.14% of KJ Intelligent, plans to reduce its stake due to funding needs [1] - The planned reduction will occur between September 30, 2025, and December 29, 2025, with a maximum of 5.4255 million shares, accounting for up to 3% of the company's total share capital [1] - The reduction will be executed through two methods: a maximum of 1.8085 million shares (1% of total share capital) via centralized bidding and a maximum of 3.617 million shares (2% of total share capital) through block trading [1]

Core Viewpoint - KJ Intelligent (688455.SH) reported a slight increase in revenue but continued to face net losses in the first half of 2025, indicating ongoing financial challenges despite some improvements in profitability metrics compared to the previous year [1][2]. Financial Performance - The company achieved operating revenue of 492 million CNY, a year-on-year increase of 2.24% [1][2]. - The net profit attributable to shareholders was -37.28 million CNY, an improvement from -42.40 million CNY in the same period last year [1][2]. - The net profit attributable to shareholders after deducting non-recurring gains and losses was -41.59 million CNY, compared to -48.15 million CNY in the previous year [1][2]. - The net cash flow from operating activities was -291 million CNY, worsening from -104 million CNY year-on-year [1][2]. Future Projections - For the years 2023 and 2024, the company is projected to have net profits of -77.93 million CNY and -58.63 million CNY, respectively [2][3]. - The net profit after deducting non-recurring gains and losses for the same years is expected to be -98.19 million CNY and -74.48 million CNY [2][3]. Stock Market Performance - KJ Intelligent's stock reached a peak price of 24.92 CNY on its first trading day but is currently in a state of decline [4]. - The company raised a total of 989.25 million CNY through its initial public offering, exceeding its original fundraising target by 442.99 million CNY [4]. Use of Proceeds - The funds raised are intended for expanding smart logistics and intelligent manufacturing systems, building marketing and after-sales service networks, and establishing a research and development center [4]. IPO Costs - The total issuance costs for the IPO amounted to 97.87 million CNY, with underwriting fees constituting a significant portion of this amount [5].

Core Insights - The company, KJ Intelligent (stock code: 688455), reported steady growth in its mid-2025 financial results, with overseas business being a key growth driver [1] - The company achieved operating revenue of 492 million yuan, a year-on-year increase of 2.24%, and a net profit attributable to shareholders of -37.28 million yuan, reducing losses by 5.12 million yuan [1] - In Q2, the company recorded total revenue of 337 million yuan, a year-on-year growth of 2.19%, and a net profit of 6.06 million yuan, a significant increase of 165.52% [1] Revenue and Orders - The company adopted a dual-driven strategy focusing on "deepening overseas local customers + following Chinese strategic customers abroad," with overseas project revenue accounting for 51.62% of total revenue [2] - In the first half of 2025, the company signed new overseas orders worth 866 million yuan, a year-on-year surge of 155.55%, continuing the growth trend since 2021 [2] - Cumulative overseas orders from 2021 to 2024 were 395 million, 487 million, 627 million, and 1.136 billion yuan respectively, indicating a strong upward trajectory [2] Business Segments - KJ Intelligent is a rare solution provider covering three major business areas: smart logistics, smart warehousing, and smart factories, with ongoing synergy effects [3] - In the smart logistics sector, the company deepened cooperation with major domestic clients like SF Express and JD.com, while expanding cross-border logistics and smart warehousing [3] - The smart factory business focuses on the tire and automotive industries, providing full lifecycle services and successfully delivering projects in Vietnam and Cambodia [3] Research and Development - In the first half of 2025, the company's R&D investment increased by 8.45%, with 21 new intellectual property rights including patents and software copyrights [4] - The company developed an "air shuttle robot" and optimized the RCS system scheduling algorithm to better support overseas business expansion [4] - The company is implementing a share buyback plan, having repurchased 11.81 million shares (6.53% of total shares) for 133 million yuan, reflecting management's confidence in the company's long-term development [4]

Market Overview - The automation equipment sector experienced a decline of 0.9% on September 2, with Sytack leading the drop [1] - The Shanghai Composite Index closed at 3858.13, down 0.45%, while the Shenzhen Component Index closed at 12553.84, down 2.14% [1] Stock Performance - Notable gainers in the automation equipment sector included: - Kaidi Co., Ltd. (605288) with a closing price of 95.48, up 10.00% and a trading volume of 52,100 shares [1] - Bojie Co., Ltd. (002975) also rose by 10.00% to close at 58.08 with a trading volume of 20,100 shares [1] - Efort Intelligent Equipment Co., Ltd. (688165) increased by 8.93% to 27.93 with a trading volume of 527,900 shares [1] - Conversely, Sytack (301568) saw a significant decline of 8.27%, closing at 48.39 with a trading volume of 103,700 shares [2] - Other notable decliners included: - Jiejin Technology (688025) down 7.97% to 134.83 [2] - Zhihua Laser (300747) down 7.41% to 31.36 [2] Capital Flow - The automation equipment sector saw a net outflow of 1.957 billion yuan from institutional investors, while retail investors contributed a net inflow of 1.172 billion yuan [2] - The sector's overall capital flow indicates a mixed sentiment, with retail investors showing interest despite institutional selling [2] Individual Stock Capital Flow - Key stocks with significant capital flow include: - TuoSiDa (300607) with a net inflow of 164 million yuan from institutional investors [3] - Green Harmonic (688017) had a net inflow of 119 million yuan [3] - Efort (688165) experienced a net inflow of 82 million yuan [3] - In contrast, Sytack (301568) faced a net outflow of 540 million yuan from institutional investors [3]

Group 1 - The company announced a share repurchase plan with a proposed amount of 150 million to 300 million RMB, initiated by the actual controller and chairman, Mr. Long Jinjun [1][2] - The repurchase period is set from December 11, 2024, to December 10, 2025, and the repurchased shares will account for 6.5301% of the total share capital [1][2] - As of August 31, 2025, the company has repurchased a total of 11,809,649 shares at a price range of 9.64 RMB to 14.60 RMB per share, with a total expenditure of approximately 133 million RMB [2] Group 2 - The repurchase plan was approved during the second board meeting and the third extraordinary general meeting held on December 10, 2024 [1] - The company will utilize its own funds, self-raised funds, and bank repurchase special loan funds for the share buyback [1] - The company commits to adhering to relevant regulations and will disclose updates on the repurchase progress in a timely manner [2]

Summary of Key Points Core Viewpoint - KJ Intelligent (688455.SH) announced a share buyback program, indicating a strategic move to enhance shareholder value through repurchasing shares in the market [1] Group 1: Share Buyback Details - The company has repurchased a total of 1.181 million shares, which represents 6.5301% of its total share capital [1] - The highest price paid for the repurchased shares was 14.60 CNY per share, while the lowest price was 9.64 CNY per share [1] - The total amount spent on the share buyback was 133 million CNY, excluding transaction fees such as stamp duty and commissions [1]