证券代码：688557 证券简称：兰剑智能 公告编号：2025-033 兰剑智能科技股份有限公司 关于股份回购进展公告 交易方式回购股份的回购报告书》（公告编号：2025-024）。 二、回购股份的进展情况 根据《上市公司股份回购规则》《上海证券交易所上市公司自律监管指引第 7 号——回购股份》的相关规定，公司在回购股份期间，应当在每个月的前 3 个交 易日内公告截至上月末的回购进展情况。现将公司回购股份进展情况公告如下： 截至 2025 年 7 月 31 日，公司通过上海证券交易所交易系统以集中竞价交易 方式累计回购股份 151,890 股，占公司总股本 102,679,640 股的比例为 0.15%， 回购成交的最高价为 33.29 元/股，最低价为 32.61 元/股，支付的资金总额为人民 币 499.92 万元（不含印花税、交易佣金等交易费用）。 本次回购股份符合相关法律法规及公司回购股份方案的规定。 三、其他事项 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。 重要内容提示： | 回购方案首次披露日 | 2025/6 ...

Core Viewpoint - Lanjian Intelligent (688557.SH) announced a share buyback program, indicating a strategic move to enhance shareholder value through repurchase of shares [1] Summary by Relevant Sections - **Share Buyback Details** - The company has repurchased a total of 151,890 shares, which represents 0.15% of its total share capital [1] - The highest price paid for the shares was 33.29 CNY per share, while the lowest price was 32.61 CNY per share [1] - The total amount spent on the buyback was approximately 4.9992 million CNY, excluding transaction fees such as stamp duty and commissions [1]

A股机器人、减速器概念局部异动，中马传动直线拉升涨停，夏厦精密触及涨停，东杰智能涨超15%， 荣泰健康、兰剑智能、优德精密、德马科技等跟涨。 ...

Group 1: Company Performance Highlights - Jiangfeng Electronics (300666.SZ) achieved a revenue of 3.605 billion CNY in 2024, a year-on-year increase of 38.57%[9] - Lianhua Holdings (600186.SH) is expected to see a revenue growth of 35.09% from 2025 to 2027, with net profits projected at 335 million CNY in 2025[19] - Meige Intelligent (002881.SZ) forecasts revenues of 3.786 billion CNY in 2025, with net profits of 229 million CNY[22] - Foxit Software (688095.SH) anticipates a net profit of 33 million CNY in 2025, with a significant increase in subscription revenue[25] - Lanjian Intelligent (688557.SH) expects net profits of 162 million CNY in 2025, with a projected EPS of 1.59 CNY[34] - Western Mining (601168.SH) reported a revenue of 31.619 billion CNY in H1 2025, a year-on-year increase of 26.59%[36] Group 2: Market Trends and Opportunities - The global market for semiconductor precision components is projected to reach approximately 428.8 billion CNY by 2025, with China's market growing faster than the global average[12] - The AI and big data sectors are driving rapid growth in computing power demand, with the Chinese intelligent computing market expected to reach 1,037.3 EFLOPS by 2025[17] - The smart connected vehicle market is projected to grow from 2.3 billion CNY in 2020 to 5 billion CNY by 2024, with a compound annual growth rate of 21%[21] - The Chinese seasoning market is expected to continue expanding due to the rise of pre-packaged meals and digital marketing strategies[15]

证券代码：688557 证券简称：兰剑智能 公告编号：2025-032 关于以集中竞价交易方式首次回购公司股份的公告 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。 二、 回购股份的进展情况 《上海证券交易所上市公司自律监管指引第 7 根据《上市公司股份回购规则》 重要内容提示： 回购方案首次披露日 2025/6/6 回购方案实施期限 2025 年 6 月 6 日~2026 年 6 月 5 日 预计回购金额 1,000万元~2,000万元 □减少注册资本 √用于员工持股计划或股权激励 回购用途 □用于转换公司可转债 □为维护公司价值及股东权益 累计已回购股数 64,366股 累计已回购股数占总股本比例 0.0630% 累计已回购金额 213.36万元 实际回购价格区间 33.09元/股~33.29元/股 一、 回购股份的基本情况 东、实际控制人、董事长吴耀华先生提议公司以公司自有资金通过集中竞价交易 方式实施股份回购，在未来适宜时机用于员工持股计划或股权激励。公司于 2025 年 6 月 5 日召开第五届董事会第八次会议，审议 ...

证券代码：688557 证券简称：兰剑智能 公告编号：2025-032 兰剑智能科技股份有限公司 关于以集中竞价交易方式首次回购公司股份的公告 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。 二、回购股份的进展情况 根据《上市公司股份回购规则》《上海证券交易所上市公司自律监管指引第 7 号——回购股份》等相关规定"上市公司应当在首次回购股份事实发生的次一交 易日予以公告"，现将公司首次回购股份情况公告如下： 2025 年 7 月 28 日，公司通过上海证券交易所系统以集中竞价交易方式首次 回购公司股份 64,366 股，占公司总股本 102,207,980 股的比例为 0.0630%，回 购成交的最低价为 33.09 元/股，最高价为 33.29 元/股，支付金额为 213.36 万元 人民币（不含印花税、交易佣金等交易费用）。 本次回购股份符合法律法规的规定及公司既定的回购股份方案。 三、其他事项 公司将严格按照《上市公司股份回购规则》《上海证券交易所上市公司自律监 管指引第 7 号——回购股份》等相关规定，在回购期限内根据 ...

兰剑智能公告，2025年7月28日，公司通过上海证券交易所系统以集中竞价交易方式首次回购公司股份 64366股，占公司总股本1.02亿股的比例为0.0630%，回购成交的最低价为33.09元/股，最高价为33.29元/ 股，支付金额为213.36万元人民币(不含印花税、交易佣金等交易费用)。公司本次回购股份符合法律法 规的规定及公司既定的回购股份方案。 ...

Core Insights - The report highlights the ongoing support from the Ministry of Agriculture and Rural Affairs for Hainan to enhance agricultural technology innovation and develop tropical agriculture and marine fisheries [2] - The People's Bank of China and the Ministry of Agriculture and Rural Affairs have issued opinions to strengthen financial services for rural reform and promote comprehensive rural revitalization [2] - The report notes the significant growth in the medical insurance sector, with 2.53 billion people participating in maternity insurance and a cumulative expenditure of 4,383 billion yuan by June 2025 [2] - The logistics and supply chain in the clothing sector are evolving with a trend towards multi-format integration, including online and offline retail models [2][5] Company-Specific Insights - New Beiyang has won a bid for the cash handling equipment procurement project for China Construction Bank, indicating its strong market position [6] - Angel Yeast plans to acquire a 55% stake in Shengtong Sugar Industry for 506 million yuan, which will enhance its presence in the sugar industry [6] - Guoke Tiancai has received approval from the Shenzhen Stock Exchange for its application to issue convertible bonds, reflecting its growth strategy [6] - NIO has established a comprehensive network of 1,001 battery swap stations across major highways, addressing user concerns about charging anxiety [6] Industry Insights - The clothing consumption market in China is showing resilience, with a projected retail sales figure of 1,071.62 billion yuan for 2024, and a 1.5% year-on-year growth in online retail sales [2][5] - The report indicates that the smart connected vehicle market is expected to grow significantly, with the wireless communication module market projected to reach 50 billion yuan by 2024, growing at a compound annual growth rate of 21% [12] - The report emphasizes the importance of the automotive sector's transition to international markets, with companies like Ningbo Gaofa planning to establish production bases overseas [8][10]

Economic News - The construction of the Yarlung Zangbo River hydropower project has officially commenced, signaling a strong commitment from the central government to enhance clean energy development and improve local livelihoods while addressing climate change [5][6][8] - The National Energy Administration has noted a generally loose coal supply and demand situation this year, with prices continuing to decline, prompting regulatory measures to stabilize the coal market [1][4] - The Ministry of Commerce has released a list of prohibited and restricted import and export goods for the Hainan Free Trade Port, aiming to facilitate its construction [4] Company Insights - Huadong Medicine's subsidiary has received FDA approval for a new drug application for injectable caspofungin, aligning with the company's strategy for internationalization in the pharmaceutical sector [4] - Jinlong Co. has signed a letter of intent to acquire a 29.3151% stake in Shenzhen Benmao Technology, which reported total assets of 1.978 billion yuan and a net profit of 53.62 million yuan for 2024 [4] - Guizhou Moutai has established a joint venture for a scientific research institute, contributing 490 million yuan in cash and equipment [4] Investment Recommendations - The report highlights several stocks as potential investment opportunities, including China Power Construction, Gotion High-tech, and Yili Group, among others, indicating a focus on companies that are likely to benefit from ongoing infrastructure and energy projects [3][10] - The Yarlung Zangbo River hydropower project is expected to significantly boost demand for construction materials, particularly cement and steel, benefiting local companies in Tibet [9][10] Industry Analysis - The Yarlung Zangbo River hydropower project represents a massive investment of 1.2 trillion yuan, which is projected to have a substantial positive impact on GDP and related industries [8][9] - The construction of this project is anticipated to create significant demand for high-quality products and advanced equipment across various sectors, including hydropower engineering and construction materials [9][10] - The report emphasizes the importance of long-term strategic projects in stabilizing the economy and enhancing domestic demand, particularly in the context of external uncertainties and real estate market challenges [6][7][8]

Group 1 - The report aims to summarize important weekly deep reports, significant commentary, and marginal changes within the macro strategy team of large manufacturing [1] - Core stocks identified by the team include Huada Jiutian, Shanghai Yanpu, Zhejiang Rongtai, and others [1] - The core portfolio consists of companies such as Sany Heavy Industry, XCMG Group, and others, indicating a focus on key players in the manufacturing sector [1] Group 2 - As of July 18, 2025, the best-performing indices in the last week included Communication (+8%), Pharmaceutical Biology (+4%), and Automotive (+3%) [2][13] - The top three indices in the large manufacturing sector were Changjiang Lithium Battery Equipment Index (+5%), Automotive Parts (+4%), and Automotive (+3%) [2][15] - A deep report on Xuguang Electronics highlights its leadership in domestic vacuum devices and growth potential in controllable nuclear fusion and electronic materials [4] Group 3 - The report indicates that the total investment of approximately 1.2 trillion yuan in the Yarlung Zangbo River downstream hydropower project has commenced, driving demand for construction machinery [3] - The defense sector is expected to benefit from military trade leading to strategic reassessment, particularly in regions like the Middle East [3] - The competitive landscape for vacuum arc extinguishing chambers shows a high concentration in the domestic market, with a CR2 of about 60% [5] Group 4 - The report forecasts a revenue CAGR of approximately 35% for the megawatt-level electronic tube segment from 2024 to 2027 [4] - The power equipment business is expected to achieve a revenue CAGR of about 10% during the same period, driven by ongoing investments in the power grid [4] - The military business is projected to benefit from increased defense spending, with precision structural components expected to account for 58% of military revenue in 2024 [5] Group 5 - The report anticipates that the company will achieve revenues of 1.95 billion, 2.39 billion, and 3.03 billion yuan from 2025 to 2027, with a CAGR of 24% [4] - The expected net profit for the same period is projected to be 170 million, 210 million, and 270 million yuan, with a CAGR of 39% [4] - The report highlights the company's strong position in the domestic aluminum nitride materials market, benefiting from domestic substitution trends [5] Group 6 - The report notes that the company has a high market share in the medical information technology sector, covering approximately 60% of tertiary hospitals by the end of 2024 [6] - The expected growth in the domestic medical software industry is projected at a CAGR of 11.5% from 2024 to 2029 [6] - The company is collaborating with major players like Huawei to develop a comprehensive intelligent medical information platform [6]