Group 1 - The core viewpoint of the article highlights the financial performance and market position of the company, Today International, within the internet services industry [1] - As of June 9, Today International's stock closed at 12.03 yuan, reflecting a 1.09% increase, with a rolling PE ratio of 21.96 times and a total market capitalization of 5.453 billion yuan [1] - The average PE ratio for the internet services industry is 72.89 times, with a median of 80.67 times, positioning Today International at rank 67 within the industry [1] Group 2 - As of March 31, 2025, Today International has 29,330 shareholders, a decrease of 150 from the previous count, with an average holding value of 352,800 yuan and an average shareholding of 27,600 shares per shareholder [1] - The company's main business focuses on smart logistics and intelligent manufacturing system solutions, including smart hardware and software products, as well as after-sales maintenance services [1] - In the latest quarterly report for Q1 2025, Today International reported an operating revenue of 705 million yuan, a year-on-year decrease of 8.25%, and a net profit of 69.9099 million yuan, down 28.69%, with a gross profit margin of 21.64% [1]

智慧物流·智能制造系统提供商 证券代码：300532 证券简称：今天国际 公告编号：2025-033 深圳市今天国际物流技术股份有限公司 第五届董事会第十六次会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 一、董事会会议召开情况 深圳市今天国际物流技术股份有限公司（以下简称"公司"）第五届董事会第十六次会 议通知于 2025 年 6 月 3 日以电子邮件等形式向各位董事发出，本次会议于 2025 年 6 月 6 日以通讯表决方式召开。 本次会议应出席董事 6 名，实际出席董事 6 名。会议由董事长邵健锋先生主持，会议 的召集、召开符合有关法律、行政法规、部门规章和《公司章程》的相关规定，合法有 效。 二、董事会会议审议情况 2、公司第五届董事会战略委员会第四次会议决议。 会议审议并通过了以下议案： 1、审议通过《关于公司拟参与竞买土地使用权的议案》 根据战略发展需要，公司拟使用募集资金购买位于深圳市龙岗区宝龙街道宗地号为 G02204-0041 的土地使用权，土地面积 46,135.91 平方米，建筑面积 184,543 平方米，土地 购置费用预 ...

智慧物流·智能制造系统提供商 证券代码：300532 证券简称：今天国际 公告编号：2025-034 深圳市今天国际物流技术股份有限公司 关于公司拟参与竞买土地使用权的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 特别提示：本次竞买土地使用权，公司将遵守相关法律、法规，履行相关土地出让 程序，具体竞买是否成功受宏观政策调控、市场变化、经营管理等多方面不确定因素影 响，尚存在不确定性。针对上述风险，公司将严格按照有关法律法规的要求，及时采取 相应措施积极应对，并将根据竞买事项的进展情况及时发布公告，敬请广大投资者注意 投资风险。 深圳市今天国际物流技术股份有限公司（以下简称"公司"）于 2025 年 6月 6日召开第 五届董事会第十六次会议，审议通过了《关于公司拟参与竞买土地使用权的议案》，为满 足公司战略发展需要，董事会同意公司以募集资金通过公开参与竞买位于广东省深圳市龙 岗区宝龙街道宗地号为 G02204-0041 的土地使用权。现将具体情况公告如下： 一、交易概述 根据战略发展需要，公司拟在广东省深圳市龙岗区建设智能机器人研发及产业化项目， 拟进行 ...

Group 1 - The core viewpoint of the articles highlights the financial performance and market position of Today International, indicating a decline in revenue and profit compared to the previous year [1][2] - As of June 6, Today International's stock price closed at 11.9 yuan, down 1.57%, with a rolling PE ratio of 21.73 times and a total market capitalization of 5.395 billion yuan [1] - The average PE ratio for the internet services industry is 73.58 times, with a median of 78.91 times, positioning Today International at rank 66 within the industry [1][2] Group 2 - For the first quarter of 2025, Today International reported a revenue of 705 million yuan, reflecting a year-on-year decrease of 8.25%, and a net profit of approximately 69.91 million yuan, down 28.69% year-on-year [1] - The company's sales gross margin stands at 21.64% [1] - A total of 6 institutions held shares in Today International, with a combined holding of 20.9872 million shares valued at 261 million yuan [1]

智慧物流·智能制造系统提供商 证券代码：300532 证券简称：今天国际 公告编号：2025-032 深圳市今天国际物流技术股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 一、股份转让事项 2024 年 7 月 31 日，为了推动深圳市今天国际物流技术股份有限公司（以下简称"公 司"或"上市公司"）持续高质量发展，公司控股股东、实际控制人邵健伟分别与邵健锋、 深圳市圆安贵投资有限公司（简称"圆安贵投资"）、邵泽天、詹保胜签署股份转让协议 和财产份额转让协议，约定向上述各方转让其直接和间接持有的全部上市公司股份（简称 "本次交易"），转让后邵健伟不再拥有上市公司任何权益，公司控股股东、实际控制人 将发生变更。具体内容详见公司于 2024 年 8 月 2 日、 8 月 30 日、9月 27 日、10 月 31 日、 11 月 29 日、12 月 31 日、2025 年 1 月 27 日、2 月 28 日、3 月 31 日、4 月 29 日在巨潮资 讯网（www.cninfo.com.cn）披露的《关于控股股东签署股份转让协议构成管理层收购暨 控制权拟 ...

Financial Performance - In Q1 2025, the company achieved revenue of ¥705,373,882.71, a year-on-year decrease of 8.25% [2] - The net profit attributable to shareholders for Q1 2025 was ¥69,909,924.40, down 28.69% year-on-year [2] Order and Market Expansion - The company confirmed a total order of ¥4 billion, with project implementation timelines of approximately 6 months for the renewable energy sector and 9-12 months for other sectors [1] - In 2024, the company secured new overseas orders amounting to ¥518 million, representing 20.40% of total orders, with a year-on-year growth of 172.36% [3] Growth Strategies - Future growth points include horizontal expansion into downstream industries, digital business extensions, and enhancing intelligent hardware and software products [4][9] - The company aims to optimize resource allocation and management through strategic mergers and acquisitions in the supply chain [4][9] Market Position and Industry Outlook - The company is positioned as a leading service provider in the smart logistics and intelligent warehousing sectors, benefiting from industry policy support and technological advancements [10] - The company plans to leverage its industrial internet platform to empower digital transformation and maintain a competitive edge [10] Shareholder Engagement and Value Return - The company has consistently implemented cash dividends, exceeding the total amount raised from previous fundraising efforts by mid-2024 [6] - Future share repurchase plans will be disclosed as they arise, with a focus on maintaining operational integrity and enhancing shareholder returns [7][6]

Investment Rating - The report gives an "Overweight" rating for the logistics automation and robotics industry, indicating that it is expected to outperform the overall market [3][10]. Core Insights - The logistics automation application space is extensive, covering various sectors such as factory logistics, commercial distribution, and consumer logistics. It can be categorized by application scenarios, functions, and industry chain segments [4]. - The core driving force behind the adoption of robotics and unmanned vehicles in logistics is to enhance operational efficiency and reduce labor costs. For instance, leading express delivery companies like SF Express have deployed numerous robots in their operations, indicating significant future potential [4]. - The report highlights that there is still a vast space for logistics automation and robotics, as many manual processes remain in logistics scenarios. Technological advancements in AI, sensors, and control systems are enabling the deployment of humanoid and wheeled robots, as well as drones [4]. Summary by Relevant Sections Application Areas - Logistics automation encompasses factory logistics, commercial distribution, and consumer logistics, with functionalities including automated warehousing, transportation, sorting, and control [4]. Market Dynamics - The logistics sector is experiencing a structural change with an increasing share of automated equipment, particularly robots and unmanned vehicles, despite the overall capital expenditure peak having passed [4]. Key Companies and Their Focus - Key companies in the logistics automation sector include: 1. Dematic Technology: Focuses on logistics automation components and systems solutions [4]. 2. Lanjian Intelligent: Concentrates on industrial robotics and warehouse automation [4]. 3. Zhongyou Technology: Develops intelligent sorting systems and relies on postal group resources for unmanned delivery [4]. 4. Jintian International: Provides comprehensive solutions for smart logistics and manufacturing systems [4]. 5. Zhongke Weizhi: Engages in intelligent logistics sorting systems with clients like Zhongtong and SF Express [4]. 6. Yinfeng Storage: Develops intelligent logistics robots and high-precision shelving equipment [4]. 7. Kunshan Intelligent: Covers intelligent logistics systems and equipment in the tobacco industry [4]. 8. Anhui Heli: A leading forklift company also venturing into logistics robotics [4]. 9. Hangcha Group: Offers a range of products including forklifts and automated guided vehicles [4]. Financial Metrics - The report includes a valuation table for key companies, showing metrics such as EPS and PE ratios for the years 2024 to 2027, indicating growth expectations for several companies in the sector [5].

智慧物流·智能制造系统提供商 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 深圳市今天国际物流技术股份有限公司（以下简称"公司"）2024年年度报告全文及其 摘要、2025年第一季度报告已于2025年4月29日在中国证监会指定创业板信息披露网站巨 潮资讯网（http://www.cninfo.com.cn/）披露。为便于广大投资者进一步了解公司经营情况 及未来发展规划，公司将于2025年5月21日下午15:00-17:00举行2024年度、2025年第一季 度网上业绩说明会，欢迎广大投资者积极参与。 一、网上业绩说明会的安排 1、会议召开时间：2025年5月21日下午15:00-17:00 2、会议召开地点：价值在线（www.ir-online.cn） 3、会议召开方式：网络文字互动方式 证券代码：300532 证券简称：今天国际 公告编号：2025-031 深圳市今天国际物流技术股份有限公司 关于举行 2024 年度、2025 年第一季度网上业绩说明会的公告 方式二：使用微信扫描下方小程序码即可进入参与互动交流。 智慧物流·智能制造系统提供商 二、会前征集 ...

Group 1 - The core viewpoint of the news is that today's international stock closed at 11.45 yuan, down 2.14%, with a rolling PE ratio of 20.90 times and a total market value of 5.191 billion yuan [1] - The average PE ratio for the internet services industry is 74.99 times, with a median of 82.09 times, placing today's international at the 66th position in the industry ranking [1] - On May 15, the net outflow of main funds for today's international was 52,800 yuan, with a total outflow of 11.6729 million yuan over the past five days [1] Group 2 - Shenzhen Today's International Logistics Technology Co., Ltd. specializes in smart logistics and intelligent manufacturing system solutions, providing integrated services such as planning, design, system integration, software development, and after-sales service [1] - The latest quarterly report shows that for Q1 2025, the company achieved an operating income of 705 million yuan, a year-on-year decrease of 8.25%, and a net profit of 69.9099 million yuan, a year-on-year decrease of 28.69% [2] - The sales gross margin for the company is reported at 21.64% [2]

从行业市盈率排名来看，公司所处的互联网服务行业市盈率平均76.02倍，行业中值81.68倍，今天国际 排名第66位。 股东方面，截至2025年3月31日，今天国际股东户数29330户，较上次减少150户，户均持股市值35.28万 元，户均持股数量2.76万股。 5月12日，今天国际今日收盘11.67元，上涨1.21%，滚动市盈率PE（当前股价与前四季度每股收益总和 的比值）达到21.31倍，总市值52.90亿元。 最新一期业绩显示，2025年一季报，公司实现营业收入7.05亿元，同比-8.25%；净利润6990.99万元，同 比-28.69%，销售毛利率21.64%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)66今天国际21.3119.143.0152.90亿行业平均 76.0278.495.34121.33亿行业中值81.6885.743.9960.23亿1实达集团-22636.911583.5323.6789.53亿2航天信 息-14935.351028.941.20164.17亿3东方国信-5792.76396.651.94116.72亿4岩山科 技-2380.691044.893.443 ...