当物流仓库中人形机器人仍在练习抓取包裹时，科蓝软件（300663）的鸿蒙数币机器人"小蓝"已在银行网点实现1：10的人效革命。 在2025年世界机器人大会的聚光灯下，人形机器人展示着行走、跳舞甚至后空翻的能力，引发观众阵阵惊叹。 现实场景却呈现另一番景象：某国有银行网点内，一台非人形的鸿蒙智能高柜数币机器人"小蓝"正以0.5秒完成客户身份认证，用语音指令处理数字人民币 兑换业务，日均替代1名高柜柜员的同时释放人力创造十倍价值。 这场看似平静的金融革命，正在用务实性颠覆机器人产业对"人形"的盲目崇拜。 中信建投（601066）近期发布的泛人形机器人研究报告揭示了理想与现实间的鸿沟。尽管物流分拣被视为人形机器人最具潜力的落地场景之一，实际进展仍 充满挑战： 效率差距：海外领先的Figure02机器人处理单个包裹需4.05秒，勉强接近熟练工人的3-5秒水平；而国内智元精灵G1的效率差距更为明显。 隐性短板：在分拣质量、异常包裹处理等复杂场景中，机器人反应能力远逊于人类分拣员，导致实际应用时差错率偏高。 经济性临界点：按40万元单台成本计算，在连续工作20小时、效率达人类80%的条件下，需2年才能与人工成本(年薪10 ...

Core Insights - Beijing Kelong Software System Co., Ltd. launched the first HarmonyOS NEXT-based intelligent cash handling robot during the 2025 World Robot Conference, enabling full-scenario interconnectivity with self-service terminals, tablets, and IoT devices [1] - The robot supports core functions such as digital RMB issuance, account management, and integrates digital assets with traditional banking services, having passed certification from the central bank's research institute [1] - The company plans to launch an "autonomous learning financial brain" in Q4 2025 to enhance the robot's decision-making capabilities [1] Company Overview - Kelong Software's business encompasses banking robots, financial robots, and digital currency systems, having won multiple digital currency system projects and serving over 500 major financial institutions [1] - The robot features a patented U-slot modular design that allows for 1:1 replacement of human tellers and a cost reduction of 1:10 without requiring branch renovations [1] - The digital RMB currency bridge 2.0 version supports various cross-border payment scenarios, including trade and fees [1]

Core Insights - The introduction of the "Xiao Lan" intelligent cash robot by Kelong Software is revolutionizing banking operations and cost structures in the financial sector [1][2] - The robot utilizes the Harmony OS and advanced AI models to enhance transaction efficiency and security, marking Kelong Software as a leader in the banking robot market [2][4] - The deployment of "Xiao Lan" robots can significantly reduce labor costs and improve revenue generation in banks, with potential annual savings exceeding 30 billion yuan if widely adopted [3][4] Group 1: Technological Advancements - Kelong Software's "Xiao Lan" robot integrates multiple AI models, achieving a multi-modal intelligent core that enhances transaction processing speed and security [2] - The robot can complete complex banking tasks, such as cross-bank transfers, in a matter of seconds, effectively functioning as a team of financial experts [2][4] Group 2: Operational Efficiency - The deployment of one "Xiao Lan" robot can replace one human teller, allowing banks to reallocate human resources to more productive roles [3] - With a projected 50% penetration rate across 220,000 bank branches in China, the financial sector could see a transformation in cost structures and operational efficiency [3] Group 3: Competitive Advantage - Kelong Software's leading position in the financial robot sector is supported by three core technological barriers, including a secure financial OS and real-time system upgrades [4] - The push towards automation in banking, driven by regulatory requirements, positions Kelong Software to capitalize on the growing demand for intelligent banking solutions [4]

Group 1 - The company, Kelong Software, announced that it received a notification from Mr. Wang Anjing regarding the release of part of his shares from pledge [2] - The number of shares released from pledge amounts to 1,610,000 shares [2]

Group 1 - The core point of the announcement is that the controlling shareholder, Mr. Wang Anjing, has released a pledge of 1.61 million shares, which accounts for 4.86% of his total holdings [1] - As of the date of the announcement, Mr. Wang Anjing holds a total of 28.2144 million shares in the company [1] - The cumulative number of pledged shares by Mr. Wang Anjing is 21.5987 million, representing 76.55% of his total holdings and 4.51% of the company's total share capital [1]

| 证券代码：300663 | 证券简称：科蓝软件 公告编号：2025-071 | | --- | --- | | 债券代码：123157 | 债券简称：科蓝转债 | 北京科蓝软件系统股份有限公司 关于控股股东股份解除质押的公告 公司控股股东王安京先生及宁波科蓝盛合投资管理合伙企业（有限合伙）保 证向本公司提供的信息内容真实、准确、完整，没有虚假记载、误导性陈述或重 大遗漏。 本公司及董事会全体成员保证公告内容真实、准确和完整，不存在任何虚假 记载、误导性陈述或者重大遗漏。 北京科蓝软件系统股份有限公司（以下简称"公司"）于近日接到王安京先 生的通知，获悉王安京先生所持有本公司的部分股份办理了解押，具体事项如下： 一、股东股份解押的基本情况 公司近日接到股东函告，获悉其所持有本公司的部分股份解押，具体事项如 下： 北京科蓝软件系统股份有限公司 董事会 2025 年 8 月 12 日 | | 是否为 | | | | | | | | | 本次解 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 | 控股股 | | ...

北京科蓝软件系统股份有限公司（以下简称"公司"或"科蓝软件"）收到 控股股东、实际控制人王安京先生一致行动人宁波科蓝盛合投资管理合伙企业 （有限合伙）（以下简称"科蓝盛合"）通知，获悉科蓝盛合所持公司部分股份 被司法划转。现将具体内容公告如下： 一、司法划转的情况 | 证券代码：300663 | 证券简称：科蓝软件 公告编号：2025-070 | | --- | --- | | 债券代码：123157 | 债券简称：科蓝转债 | 北京科蓝软件系统股份有限公司 关于控股股东及实际控制人一致行动人部分股份 被司法划转的公告 公司控股股东王安京先生及其一致行动人宁波科蓝盛合投资管理合伙企业 （有限合伙）保证向本公司提供的信息内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容真实、准确和完整，不存在任何虚假 记载、误导性陈述或者重大遗漏。 二、其他相关说明 北京科蓝软件系统股份有限公司 董事会 1、司法划转基本情况 科蓝盛合因与海南汇宝通小额贷款有限公司合同纠纷，北京市东城区人民法 院依裁决处置科蓝盛合持有公司 1,500,000 股股份以清偿到期债务。 2、司法划转完成 ...

公司控股股东王安京先生及其一致行动人宁波科蓝盛合投资管理合伙企业 （有限合伙）保证向本公司提供的信息内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容真实、准确和完整，不存在任何虚假 记载、误导性陈述或者重大遗漏。 北京科蓝软件系统股份有限公司（以下简称"公司"或"科蓝软件"）收到 控股股东、实际控制人王安京先生通知，获悉王安京先生所持公司部分股份被司 法划转。现将具体内容公告如下： 一、控股股东部分股份被司法划转的情况 1、司法划转基本情况 王安京先生因与翁天波借款合同纠纷，上海市徐汇区人民法院依裁决处置 王安京先生持有公司 4,898,773 股股份以清偿到期债务。 | 证券代码：300663 | 证券简称：科蓝软件 公告编号：2025-068 | | --- | --- | | 债券代码：123157 | 债券简称：科蓝转债 | 北京科蓝软件系统股份有限公司 关于控股股东部分股份被司法划转的公告 （以下简称"科蓝盛合"）股份变动情况如下： 二、其他相关说明 1、本次司法划转后，王安京先生及其一致行动人宁波科蓝盛合投资管理合 伙企业（有限合伙）合计持有公司股份 ...

本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 证券代码：300663 证券简称：科蓝软件 公告编号：2025-069 债券代码：123157 债券简称：科蓝转债 北京科蓝软件系统股份有限公司 关于控股股东权益变动触及 1%整数倍的公告 公司控股股东王安京先生及其一致行动人宁波科蓝盛合投资管理合伙企业 （有限合伙）保证向本公司提供的信息内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 特此公告。 北京科蓝软件系统股份有限公司 董事会 2025 年 8 月 4 日 北京科蓝软件系统股份有限公司（以下简称"公司"）收到王安京先生通知， 同时通过中国证券登记结算有限责任公司查询获悉，因执行法院裁定，控股股东 王安京先生被上海市徐汇区人民法院划转 4,898,773 股股票。自前次权益变动后 开始计算，本次权益变动触及 1%的整数倍。具体情况如下： 1.基本情况 信息披露义务人 王安京 住所 北京市东城区****** 权益变动时间 2025 年 8 月 1 日 股票简称 科蓝软件 股票代码 300663 变动类型 （可多 选） 增加□ 减少√ 一致行动人 有√ 无□ 是否为第一大股东或 ...

Core Viewpoint - The financial performance of Kelong Software (300663) shows a significant decline in revenue and net profit for the first quarter of 2025, indicating potential challenges ahead for the company [1]. Financial Performance - As of August 1, 2025, Kelong Software's stock closed at 19.1 yuan, with a slight increase of 0.58% [1]. - The total revenue for Q1 2025 was 176 million yuan, representing a year-on-year decrease of 29.43% [1]. - The net profit attributable to shareholders was 5.76 million yuan, down 3.57% year-on-year [1]. - The company's non-recurring net profit was 7.23 million yuan, reflecting a decrease of 5.90% year-on-year [1]. - The liquidity ratios were reported as follows: current ratio at 1.977 and quick ratio at 1.286, with a debt-to-asset ratio of 65.39% [1]. Market Activity - The trading volume for Kelong Software was 163,000 hands, with a transaction amount of 308 million yuan [1]. - The net outflow of main funds was 15.26 million yuan, accounting for 4.95% of the transaction amount [1]. - Large orders saw a net outflow of 22.65 million yuan, while small orders had a net inflow of 30.66 million yuan, indicating mixed investor sentiment [1]. Company Background - Kelong Software, established in 1999 and located in Beijing, primarily engages in software and information technology services [2]. - The company has invested in 17 enterprises and participated in 1,711 bidding projects [2]. - Kelong Software holds 26 trademark registrations and 13 patents, along with 4 administrative licenses [2].