Core Viewpoint - The company, 科捷智能 (688455.SH), expects to achieve a turnaround in profitability for the year 2025, projecting a net profit attributable to shareholders of the parent company between 29.5 million and 34 million yuan, compared to the previous year [1] Group 1 - The company has made systematic improvements in market expansion, business structure, profitability quality, and operational efficiency, leading to a strong growth momentum in profitability [1] - The revenue structure and profitability quality have been optimized simultaneously, indicating a robust strategic determination and operational resilience in a complex environment [1] - The company's gross profit margin has significantly increased, reflecting its ability to adapt and thrive despite challenging market conditions [1]

报告期内，得益于公司在市场拓展、业务结构、盈利质量及运营效率等方面的系统性提升，业绩实现扭 亏为盈且盈利增长势头强劲，收入结构与盈利质量同步优化，公司毛利率显著提升，彰显复杂环境中的 战略定力与经营韧性。 智通财经APP讯，科捷智能(688455.SH)发布公告，公司预计2025年归属于母公司所有者的净利润与上 年同期(法定披露数据)相比，将实现扭亏为盈，实现归属于母公司所有者的净利润2950万元到3400万 元。 ...

证券代码：688455 证券简称：科捷智能 公告编号：2026-001 科捷智能科技股份有限公司 2025 年年度业绩预盈公告 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。 一、本期业绩预告情况 本次业绩预告相关财务数据是公司财务部门初步测算的结果，未经注册会计 师审计。 二、上年同期业绩情况和财务状况 公司上年同期实现营业收入：139,360.36 万元；利润总额：-8,391.07 万元； 归属于母公司所有者的净利润：-5,862.68 万元；归属于母公司所有者的扣除非经 常性损益的净利润：-7,448.22 万元；每股收益：-0.34 元/股。 三、本期业绩变化的主要原因 （一）业绩预告期间 2025 年 1 月 1 日至 2025 年 12 月 31 日。 （二）业绩预告情况 1、经科捷智能科技股份有限公司（以下简称"公司"）财务部门初步测算， 预计 2025 年年度实现营业收入 215,000 万元至 245,000 万元，与上年同期相比， 同比增加 54%至 76%。 2、经公司财务部门初步测算，预计 202 ...

报告期内，得益于公司在市场拓展、业务结构、盈利质量及运营效率等方面的系统性提升，业绩实现扭 亏为盈且盈利增长势头强劲，收入结构与盈利质量同步优化，公司毛利率显著提升，彰显复杂环境中的 战略定力与经营韧性。 格隆汇1月16日丨科捷智能(688455.SH)公布，公司财务部门初步测算，预计2025年年度实现营业收入 215,000万元至245,000万元，与上年同期相比，同比增加54%至76%。经公司财务部门初步测算，预计 2025年归属于母公司所有者的净利润与上年同期（法定披露数据）相比，将实现扭亏为盈，实现归属于 母公司所有者的净利润2,950万元到3,400万元。归属于母公司所有者扣除非经常性损益后的净利润900万 元至1,350万元。 ...

格隆汇1月16日丨科捷智能(688455.SH)公布，公司财务部门初步测算，预计2025年年度实现营业收入 215,000万元至245,000万元，与上年同期相比，同比增加54%至76%。经公司财务部门初步测算，预计 2025年归属于母公司所有者的净利润与上年同期（法定披露数据）相比，将实现扭亏为盈，实现归属于 母公司所有者的净利润2,950万元到3,400万元。归属于母公司所有者扣除非经常性损益后的净利润900万 元至1,350万元。 报告期内，得益于公司在市场拓展、业务结构、盈利质量及运营效率等方面的系统性提升，业绩实现扭 亏为盈且盈利增长势头强劲，收入结构与盈利质量同步优化，公司毛利率显著提升，彰显复杂环境中的 战略定力与经营韧性。 ...

Group 1 - The company expects to achieve a net profit attributable to shareholders of the parent company ranging from 29.5 million to 34 million yuan in 2025, compared to a loss of 58.6268 million yuan in the same period last year [1] - The projected operating revenue for 2025 is estimated to be between 2.15 billion and 2.45 billion yuan, representing a year-on-year increase of 54% to 76% [1]

Industry Overview - The National Postal Administration plans to introduce policies by 2026 to accelerate the application of unmanned delivery technologies, including drones and unmanned vehicles, in the postal industry [1] - The focus will be on promoting smart sorting, intelligent cloud warehouses, and automated facilities to enhance efficiency and reduce costs [1] - The industry aims to adopt green technologies such as circular packaging, electric vehicles, and solar power to support low-carbon development [1] Company Insights - Zhongyou Technology has initiated pilot programs for unmanned delivery vehicle scheduling platforms in major urban areas like the Yangtze River Delta and the Pearl River Delta, covering end delivery and transfer scenarios [1] - Kejie Intelligent, a company specializing in smart logistics equipment, offers comprehensive solutions for intelligent logistics and manufacturing systems, including smart handling equipment and fully automated warehouses [1] - The application of related technologies and products supports the use of unmanned logistics vehicles in various logistics scenarios [1]

Core Insights - The strategic partnership between KJ Intelligent (科捷智能) and Star Motion Era Technology (星动纪元) marks a significant step in the integration of humanoid robotics technology with the smart logistics industry, driven by "technological breakthroughs + scenario empowerment" [1][3] - KJ Intelligent has shown strong financial performance, with a revenue of 752 million yuan in the first three quarters of 2025, representing a year-on-year growth of 14.31%, and a remarkable 47.08% increase in Q3 alone [1] - The order backlog for KJ Intelligent reached 4.291 billion yuan by the end of Q3, a substantial year-on-year increase of 70.34%, with smart logistics orders amounting to 2.488 billion yuan, reflecting a 122.42% growth [1] Company Performance - KJ Intelligent's overseas business has expanded to over 20 countries, including South Korea, Southeast Asia, Poland, UAE, UK, and Singapore, with an overseas order backlog of 2.071 billion yuan, up 73.81% year-on-year [2] - The company invested 79.87 million yuan in R&D in the first three quarters, accounting for 10.61% of its revenue, which supports the integration of humanoid robotics technology [2] Partnership Focus - The collaboration will focus on three key areas: smart logistics, smart factories, and new energy, emphasizing scenario-based commercial applications, core technology development, system integration, and joint sales [3] - The partnership aims to create industry-leading solutions through shared laboratories, high-level visits, regular meetings, team exchanges, and joint R&D efforts, driving technological upgrades and innovative models in the industry [3] Industry Implications - The partnership is positioned to accelerate the transition of humanoid robots from laboratory settings to practical applications in logistics, e-commerce fulfillment, new energy production, and flexible manufacturing [3] - Humanoid robots are expected to play a crucial role in enhancing operational efficiency, reducing costs, and improving safety in various sectors, contributing to the ongoing innovation and growth of the global smart logistics industry [3]

Core Insights - KJ Intelligent (688455.SH) and Beijing Xingdong Jiyuan Technology Co., Ltd. have signed a strategic cooperation agreement to integrate humanoid robotics technology with the smart logistics industry, marking a new phase in their collaboration [1][4] Group 1: Company Performance - KJ Intelligent reported a revenue of 752 million yuan for the first three quarters of 2025, representing a year-on-year growth of 14.31%, with a significant surge of 47.08% in Q3 alone [4] - The company has an order backlog of 4.291 billion yuan, which is a 70.34% increase year-on-year, with smart logistics orders reaching 2.488 billion yuan, up 122.42% [4][5] - KJ Intelligent has expanded its overseas business to over 20 countries, including South Korea, Southeast Asia, Poland, UAE, the UK, and Singapore, with an overseas order backlog of 2.071 billion yuan, reflecting a year-on-year growth of 73.81% [5] Group 2: Technological Integration - The collaboration will focus on the application of humanoid robots in smart logistics, smart factories, and new energy sectors, emphasizing core technology research, system integration, and joint sales [7] - KJ Intelligent has invested 79.87 million yuan in R&D, accounting for 10.61% of its revenue, which supports the integration of humanoid robotics technology [5] - The partnership aims to create benchmark solutions that leverage both companies' strengths, facilitating the transition of humanoid robots from laboratory settings to practical industrial applications [7] Group 3: Industry Impact - The integration of humanoid robots into the logistics sector is expected to drive efficiency, cost reduction, and safety improvements, contributing to the ongoing innovation in the global smart logistics industry [7] - The collaboration is positioned to lead technological upgrades and model innovations in the industry, aligning with the global trend of manufacturing intelligence [7]

格隆汇12月25日丨科捷智能(688455.SH)公布，公司于2025年12月25日收到顺丰投资出具的《关于提前 终止科捷智能股份减持计划的告知函》，截至2025年12月25日，顺丰投资已通过集合竞价交易方式减持 公司股份180.85万股，已通过大宗交易方式减持公司股份25.22万股，减持比例1.14%。基于顺丰投资自 身资金安排情况及对公司持续稳定发展的信心，经综合考虑，顺丰投资决定提前终止本次减持计划，剩 余未减持股份在本次减持计划期限内将不再减持。 ...