Core Viewpoint - The company, Lanjian Intelligent (688557), has reported strong order growth and expansion in both domestic and international markets, particularly in emerging industries such as renewable energy and electric vehicles, while also maintaining stability in traditional sectors [2][3]. Group 1: Order Situation and Industry Demand - The company currently has sufficient orders, with significant growth in emerging strategic industries like renewable energy (lithium batteries, photovoltaics), electric vehicles, and aerospace [2]. - Continuous growth is also observed in key sectors such as semiconductors, communication equipment, petrochemicals, food and beverage, and machinery [2]. - Traditional industries like e-commerce, pharmaceuticals (including retail and medical devices), tobacco, and large-scale retail are also showing stable growth [2]. Group 2: Overseas Market Development - In 2024, the company successfully developed overseas markets, achieving orders from new markets in Brazil, Mexico, Canada, Hungary, and Indonesia, and implemented projects in Spain, Thailand, and Singapore [3]. - The establishment of a subsidiary in Hungary aims to better serve overseas customers, with a total of three foreign subsidiaries now operational [3]. - The overseas project revenue reached 240 million yuan in 2024, marking a 281% increase compared to the previous year [3]. - The company plans to continue expanding its overseas market presence by participating in logistics exhibitions in the USA, Germany, Singapore, South Korea, and Saudi Arabia [3]. Group 3: Technological Capabilities and Future Plans - The company possesses relevant technological capabilities for humanoid robots, with a strong foundation in intelligent logistics robots and advanced navigation technologies [4]. - The company has implemented thousands of autonomous mobile robot (MR) projects and is applying deep learning technologies in various robotic products [4]. - Future product development will be based on market demand and existing technological accumulation [4]. Group 4: Financial Performance - In Q1 2025, the company reported a main revenue of 177 million yuan, a year-on-year increase of 147.09% [5]. - The net profit attributable to shareholders was 1.645 million yuan, up 115.18% year-on-year, while the non-recurring net profit was -2.2646 million yuan, an increase of 84.79% [5]. - The company's debt ratio stands at 38.12%, with investment income of 939,500 yuan and financial expenses of -1.1515 million yuan, resulting in a gross margin of 27.82% [5]. Group 5: Analyst Ratings and Predictions - Over the past 90 days, two institutions have provided ratings for the stock, with one buy rating and one hold rating [6]. - Profit forecasts for the next three years indicate net profits of 162 million yuan in 2025, 197 million yuan in 2026, and 318 million yuan in 2027 [7]. - The stock has seen a net inflow of 19.0637 million yuan in financing over the past three months, indicating increased interest [8].

兰剑智能：截至目前公司订单充足 金十数据6月19日讯，兰剑智能近期接受机构调研时表示，截至目前公司订单充足，公司下游行业覆盖 范围比较广。近两年在新能源（锂电、光伏）、电动汽车、航空航天等新兴战略行业获得持续快速增 长，且这一趋势进一步明显。 ...

Core Viewpoint - The company announced a cash dividend distribution of 0.33 RMB per share, totaling approximately 33.73 million RMB, approved during the annual shareholders' meeting on May 8, 2025 [1][5]. Dividend Distribution Plan - The total share capital before the distribution is 102,207,980 shares, with a cash dividend of 0.33 RMB per share, amounting to a total cash distribution of 33,728,633.40 RMB [1]. - The cash dividend will be distributed to all shareholders registered with the China Securities Depository and Clearing Corporation Limited, Shanghai Branch, as of the close of trading on the registration date [1]. Relevant Dates - The key dates for the dividend distribution are yet to be specified, including the registration date, ex-dividend date, and payment date [1]. Taxation on Dividends - For individual shareholders holding unrestricted shares, dividends are subject to different tax treatments based on the holding period. If held for over one year, dividends are exempt from individual income tax [2][3]. - For shares held for less than one year, the tax treatment varies: for holdings of one month or less, a 20% tax applies; for holdings between one month and one year, a 10% tax applies [2][4]. - For qualified foreign institutional investors (QFII), a 10% corporate income tax will be withheld, resulting in a net dividend of 0.297 RMB per share [4]. Contact Information - Shareholders with inquiries regarding the dividend distribution can contact the company's securities department at the provided phone number [5].

证券代码：688557 证券简称：兰剑智能 公告编号：2025-025 兰剑智能科技股份有限公司 2024年年度权益分派实施公告 本公司董事会及全体董事保证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： | 股权登记日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | | 2025/6/19 | 2025/6/20 | 2025/6/20 | 一、 通过分配方案的股东大会届次和日期 本次利润分配方案经公司2025 年 5 月 8 日的2024年年度股东大会审议通过。 二、 分配方案 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任 公司上海分公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东。 3. 分配方案： 本次利润分配以方案实施前的公司总股本102,207,980股为基数，每股派发现 是否涉及差异化分红送转：否 每股分配比例 每股现金红利0.33元 相关日期 金红利0.33元（含税），共计派发现金红利33,728,633.40元。 三、 相关日期 | 股权登记日 | ...

证券代码：688557 证券简称：兰剑智能 公告编号：2025-024 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： ● 回购股份金额：回购资金总额不低于人民币 1,000 万元（含），不超过人民币 2,000 万元（含） ● 回购股份资金来源：公司自有资金； ● 回购股份用途：在未来适宜时机用于员工持股计划或股权激励。若公司未能在 股份回购实施结果暨股份变动公告日后三年内使用完毕已回购股份，尚未使用的 已回购股份将予以注销。如国家对相关政策作调整，则本回购方案按调整后的政 策实行； ● 回购股份价格：不超过人民币 41.88 元/股（含），该价格不高于公司董事会通过 回购决议前 30 个交易日公司股票交易均价的 150%； ● 回购股份方式：通过上海证券交易所交易系统以集中竞价交易方式回购； ● 回购股份期限：自董事会审议通过本次回购方案之日起 12 个月内； ● 相关股东是否存在减持计划：截至董事会通过本次回购方案决议之日，公司控 股股东、实际控制人、持股 5%以上股东、董事、监事、高级管理人员在未来 ...

本公司董事会及全体董事保证本公告内容不存在虚假记载、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。 兰剑智能科技股份有限公司（以下简称"公司"）于 2025 年 6 月 5 日召开 第五届董事会第八次会议，审议通过了《关于以集中竞价交易方式回购公司股份 方案的议案》。具体内容详见公司于 2025 年 6 月 6 日在上海证券交易所网站 （www.sse.com.cn）披露的《关于以集中竞价交易方式回购股份的预案》（公告 编号：2025-022）。 根据《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，现将公司第五届董事会第八次会议决议公告的前一个交易日（即 2025 年 6 月 5 日）登记在册的前十名股东和前十名无限售条件股东的名称、持股数量和 持股比例情况公告如下： | 序号 | 股东名称 | 持股数量（股） | 占总股本比例（%） | | --- | --- | --- | --- | | 1 | 吴耀华 | 36,497,874 | 35.71 | | 2 | 济南科技创业投资集团有限公司 | 6,251,869 | 6.12 | | 3 | 段 ...

Investment Rating - The report gives a "Strong Buy" rating for the company [11]. Core Viewpoints - The company is a leading player in the smart logistics sector, focusing on self-research and production capabilities in both hardware and software, providing comprehensive solutions across various industries [22][23]. - The revenue structure is designed around "core systems + high-margin services," with significant growth expected in both automated logistics systems and operational maintenance services [25][37]. - The company has potential for substantial growth by benchmarking against global leader Daifuku, particularly in expanding overseas revenue and service offerings [54][62]. Summary by Sections Company Overview - The company specializes in the research, design, production, sales, and service of smart logistics systems centered around intelligent robots, making it one of the few in China with self-research and production capabilities [22][23]. Revenue Structure - The smart warehouse logistics automation system is projected to generate revenue of 1.12 billion yuan in 2024, with a gross margin of 30.74%. The operational maintenance service is expected to achieve revenue of 44 million yuan with a gross margin of 52.05% [25][37]. Market Potential - The smart logistics equipment market in China is expected to grow from 449 billion yuan in 2020 to 1,041 billion yuan by 2024, with a compound annual growth rate of 23.4% [39]. - The penetration rate of smart logistics equipment is anticipated to increase rapidly, driven by advancements in IoT and AI technologies [44]. Competitive Benchmarking - The company aims to emulate Daifuku's success, which has a strong global presence and a diversified revenue stream. The company's overseas revenue share is currently at 2.70%, indicating significant room for growth [62][54]. Future Growth Drivers - The report highlights that AI technology will further drive the logistics industry towards a technology-intensive transformation, enhancing demand for automated systems [73]. - The company is expected to leverage its technological advantages and global layout to transition from passive responses to proactive empowerment in service consulting, potentially becoming a second growth curve [67]. Financial Projections - The company is projected to achieve net profits of 162 million yuan, 197 million yuan, and 318 million yuan for the years 2025, 2026, and 2027, respectively, with corresponding EPS of 1.59, 1.92, and 3.11 yuan [11][79].

Investment Rating - The report gives a "Strong Buy" rating for the company [11]. Core Viewpoints - The company is a leading player in the smart logistics sector, focusing on self-research and production capabilities in both hardware and software [22][23]. - The revenue structure is designed around "core systems + high-margin services," with significant growth expected in both automated logistics systems and operational maintenance services [37][9]. - The company has substantial growth potential by benchmarking against global leader Daifuku, particularly in expanding overseas revenue and service offerings [54][56]. Summary by Sections Company Overview - The company specializes in the research, design, production, sales, and service of smart logistics systems centered around intelligent robots, providing comprehensive solutions across various industries [22][23]. Revenue Structure - In 2024, the smart warehouse logistics automation system is projected to generate revenue of 1.122 billion yuan with a gross margin of 30.74%. Operational maintenance services are expected to yield 44 million yuan with a gross margin of 52.05% [37][9]. Market Potential - The smart logistics equipment market in China is expected to grow from 449 billion yuan in 2020 to 1,041 billion yuan by 2024, with a compound annual growth rate of 23.4% [39][44]. Benchmarking Against Daifuku - The company aims to increase its overseas revenue share, which is currently at 2.70%, by expanding into new markets such as Thailand, Mexico, and Canada, with overseas project contracts reaching 240 million yuan, a year-on-year increase of 281% [56][62]. Future Growth Drivers - The company is expected to benefit from the increasing demand for automation in logistics driven by AI technology, which is reshaping the industry towards a more technology-intensive model [10][73]. - The operational maintenance and consulting services are anticipated to become a significant growth curve, with gross margins significantly higher than the core logistics automation systems [67][9]. Financial Projections - The company forecasts net profits of 162 million yuan, 197 million yuan, and 318 million yuan for 2025, 2026, and 2027 respectively, with corresponding EPS of 1.59, 1.92, and 3.11 yuan [11][79].

Group 1 - Haitai Development plans to acquire controlling stake in Zhixueyun through cash, which may constitute a major asset restructuring [3] - Shutaishen's product STSP-0601 has been included in the priority review list by the National Medical Products Administration, entering the expedited approval process [4] - Yuyin Co. confirmed no undisclosed significant matters despite stock price fluctuations exceeding 20% over three trading days [5] Group 2 - ST Four Seasons announced the resignation of three vice presidents due to personal reasons [6] - Wanda Film is set to launch a shareholder reward program, offering discounted movie vouchers and exclusive purchase options for shareholders [7] - Huamai Technology reported normal business operations focused on communication infrastructure, with no undisclosed significant information [8] Group 3 - Cuiwei Co. is currently experiencing losses in its main business due to market conditions and operational changes [9] - Dongfang Yuhong has received government subsidies totaling 11.3344 million yuan, accounting for 10.48% of the audited net profit for 2024 [10] Group 4 - Wen's Co. reported a 14.23% year-on-year increase in pig sales revenue for May, with total sales of 3.1554 million pigs generating 5.323 billion yuan [12] - Wentaike plans to reduce its stake by up to 3% through block trades and centralized bidding, amounting to 37.3374 million shares [14] - Debang Technology has reduced its shareholding by 1% through block trades, now holding 16.83% of the company [15] Group 5 - Lanjian Intelligent plans to repurchase shares worth 10 to 20 million yuan at a maximum price of 41.88 yuan per share [17] - Chengdi Xiangjiang's subsidiary has won a bid for a 440 million yuan project with China Mobile for data center power system construction [19]

证券代码：688557 证券简称：兰剑智能 公告编号：2025-022 兰剑智能科技股份有限公司 关于以集中竞价交易方式回购股份的预案 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： 1、本次回购股份存在回购期限内公司股票价格持续超出回购价格上限，导致 回购方案无法顺利实施的风险； ● 回购股份金额：回购资金总额不低于人民币 1,000 万元（含），不超过人民币 2,000 万元（含）； ● 回购股份资金来源：公司自有资金； ● 回购股份用途：在未来适宜时机用于员工持股计划或股权激励。若公司未能在 股份回购实施结果暨股份变动公告日后三年内使用完毕已回购股份，尚未使用的 已回购股份将予以注销。如国家对相关政策作调整，则本回购方案按调整后的政 策实行； ● 回购股份价格：不超过人民币 41.88 元/股（含），该价格不高于公司董事会通过 回购决议前 30 个交易日公司股票交易均价的 150%； ● 回购股份方式：通过上海证券交易所交易系统以集中竞价交易方式回购； ● 回购股份期限：自董事会审议通过本次回购方案之 ...