证券代码：688557 证券简称：兰剑智能 公告编号：2025-046 兰剑智能科技股份有限公司 关于自愿披露签订日常经营重大合同的公告 本公司及董事会全体成员保证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。 重要内容提示： 合同类型及金额： 合同类型：日常经营性合同 合同履行期限：合同签订后12.5个月安装调试完毕（具体以技术协议为 准）； 对公司当期业绩的影响：本次交易属于兰剑智能科技股份有限公司(以 下简称"公司"）日常经营活动相关合同，若本合同顺利履行，预计将会对公司 2026年度业绩产生积极影响，且不影响公司经营的独立性。 特别风险提示： 1、合同条款中已对合同金额、生效条件、付款条件及方式、违约责任等 内容做出了明确约定，合同双方均具有履约能力，但在未来合同履行过程中如 果遇到外部宏观环境重大变化、国家有关政策变化以及其他不可预见或不可抗 力等因素，有可能会导致合同无法如期或全部履行。 2、相关项目利润的贡献尚无法准确预计，相关财务数据的确认请以公司 经审计财务报告为准。 综上，敬请广大投资者注意投资风险。 一、审议程序情况 合同金额：人民 ...

Core Insights - Lanjian Intelligent (688557) announced a business contract with Ninebot (Zhuhai) Technology Co., Ltd. on November 2, with a total contract value of 138 million yuan (including tax) [1] Company Summary - The contract signed by Lanjian Intelligent is a routine operational agreement, indicating ongoing business activities and potential revenue generation for the company [1] - The contract amount of 138 million yuan reflects a significant business engagement, which may enhance the company's financial performance in the upcoming periods [1] Industry Context - The collaboration between Lanjian Intelligent and Ninebot (Zhuhai) Technology highlights the growing partnerships within the technology sector, particularly in smart technology and automation [1] - Such contracts are indicative of the competitive landscape in the industry, where companies are increasingly seeking strategic alliances to bolster their market positions [1]

Core Viewpoint - Lanjian Intelligent (688557.SH) announced a share buyback program, indicating a strategic move to enhance shareholder value and confidence in the company's future prospects [1] Summary by Relevant Sections - **Share Buyback Details** - The company has repurchased a total of 341,095 shares, which represents 0.33% of its total share capital [1] - The highest price paid for the shares was 38.47 CNY per share, while the lowest price was 32.61 CNY per share [1] - The total amount spent on the buyback was approximately 11.9984 million CNY, excluding transaction fees such as stamp duty and commissions [1]

Core Viewpoint - The company, Lanjian Intelligent (688557.SH), has signed a routine operational contract with Ninebot (Zhuhai) Technology Co., Ltd., amounting to RMB 138 million (including tax), which is expected to positively impact the company's performance in 2026 [1] Group 1 - The contract value is RMB 138 million (approximately 20 million USD) [1] - The contract is expected to have a positive effect on the company's performance in the fiscal year 2026 [1]

Core Viewpoint - Lanjian Intelligent (688557.SH) has signed a contract with Ninebot (Zhuhai) Technology Co., Ltd. for the South China Base Finished Product Stereoscopic Warehouse Project, with a total contract value of 138 million yuan [1] Company Summary - The contract amount for the project is 138 million yuan, indicating a significant business opportunity for Lanjian Intelligent [1]

Investment Rating - The report maintains a "Strong Buy" rating for the company [4][3]. Core Insights - The company reported a significant increase in revenue and profit, with Q3 2025 revenue reaching 508 million yuan, a year-on-year growth of 62.62%, and net profit of 52.39 million yuan, up 97.12% year-on-year [1]. - For the first three quarters of 2025, the company achieved a revenue of 1.131 billion yuan, a 35.68% increase year-on-year, and a net profit of 93.75 million yuan, growing by 47.54% year-on-year [1]. - The company benefits from the rising demand for smart logistics equipment and demonstrates strong cost control, with a net profit margin of 10.32%, an increase of 1.81 percentage points year-on-year [1]. - The company is expanding its global footprint through strategic partnerships, including a collaboration with SGS for international market certifications [2]. Financial Performance Summary - The company’s revenue is projected to grow from 1.138 billion yuan in 2023 to 2.818 billion yuan by 2027, with corresponding growth rates of 6.56%, 23.80%, 29.95%, 32.32%, and 35.70% respectively [10]. - The net profit is expected to increase from 110.43 million yuan in 2023 to 317.36 million yuan in 2027, with growth rates of 21.99%, 1.48%, 44.64%, 21.18%, and 61.56% respectively [10]. - The projected earnings per share (EPS) are 1.08 yuan for 2023, increasing to 3.09 yuan by 2027 [10]. Strategic Developments - The company has initiated the construction of a "Robot Manufacturing Center" to focus on the production of smart logistics robots and embodied intelligent robots [1]. - A partnership with Shandong University aims to establish a "Logistics Embodied Intelligent Robot Research Institute," enhancing the company's research capabilities in autonomous decision-making technologies [2]. - The collaboration with SGS is expected to accelerate the company's global business expansion and improve product safety and stability for international markets [2].

Core Points - The 2025 High-Quality Development Forum for Listed Companies and the 27th Golden Bull Award Ceremony took place in Nantong, Jiangsu, with the theme "Moving Forward with New Directions, Achieving Long-term Goals through Practicality, and Innovating for the Future" [1] - Lanjian Intelligent's Secretary of the Board, Dong Xinjun, received the "2024 Golden Bull Secretary Award" [1] Company Overview - Lanjian Intelligent, established in 1993, is a comprehensive provider of smart logistics system solutions, including consulting, software development, equipment manufacturing, system integration, and automated operation [3] - The company went public on the Shanghai Stock Exchange's Sci-Tech Innovation Board in 2020 and is one of the few Chinese brands capable of exporting complete high-end logistics equipment to developed countries [3] - Lanjian Intelligent focuses on investor needs, continuously improving the quality of information disclosure and investor relations management, and has established a multi-level, multi-channel, and multi-format investor interaction mechanism [3] Award Significance - The Golden Bull Award is a prestigious evaluation activity organized by China Securities Journal, emphasizing transparency, professionalism, and credibility in the capital market [3] - The award aims to create a credible platform for communication and brand display in China's capital market, promoting the healthy development of listed companies [3] - This year's awards included categories such as "Most Investment Value Award," "Golden Bull Outstanding Entrepreneur Award," and "Golden Bull Secretary Award," recognizing outstanding performance in corporate governance, equity management, information disclosure, and investor relations [4]

Core Viewpoint - The company, Lanjian Intelligent Technology Co., Ltd., has released its third-quarter report for 2025, ensuring the accuracy and completeness of the information provided [9][13]. Financial Data - The financial statements for the third quarter of 2025 have not been audited [3][5]. - The report includes major accounting data and financial indicators, but specific figures are not detailed in the provided documents [3][4]. Shareholder Information - There is no change in the number of shareholders or significant changes in the top ten shareholders compared to the previous period [4]. Investor Communication - An investor performance briefing is scheduled for November 10, 2025, from 14:00 to 15:00, to discuss the third-quarter results and address investor questions [8][10]. - Investors can submit questions from November 3 to November 7, 2025, through the Shanghai Stock Exchange Roadshow Center [12][10]. Meeting Details - The meeting will be held online at the Shanghai Stock Exchange Roadshow Center, and key company executives will participate [11][12]. - Contact information for inquiries is provided, including a dedicated email and phone number for the securities department [12].

智通财经APP讯，兰剑智能(688557.SH)披露2025年第三季度报告，公司前三季度实现营收11.31亿元， 同比增长35.68%;归母净利润9375万元，同比增长47.54%;扣非净利润7999.85万元，同比增长48.68%;基 本每股收益0.92元。 ...

格隆汇10月29日丨兰剑智能(688557.SH)公布，公司第三季度营业收入5.08亿元，同比增长62.62%；归 属于上市公司股东的净利润5238.71万元，同比增长97.12%；归属于上市公司股东的扣除非经常性损益 的净利润5076.74万元，同比增长109.98%；基本每股收益0.51元。 ...