Workflow
昆船智能接待3家机构调研,包括华福证券、平安证券、华泰证券
Jin Rong Jie·2025-08-05 14:41

Core Viewpoint - Kunshan Intelligent has been actively engaging in the smart logistics and manufacturing equipment sectors for over 20 years, leveraging its expertise in the tobacco industry to provide integrated solutions across multiple sectors, while also expanding its international presence in line with the Belt and Road Initiative [1][2][3]. Group 1: Business Outlook - The company aims to leverage its extensive experience in automation, information technology, and intelligence within the tobacco sector to offer comprehensive solutions across four main business areas: smart logistics systems and equipment, smart production line systems and equipment, operation maintenance and spare parts, and specialized products and related services [2]. - In response to the new digital transformation demands across various industries, the company is applying its smart production line and logistics technologies from the tobacco sector to other fields such as the liquor and energy chemical industries, resulting in a series of leading-edge solutions and proprietary products [2]. Group 2: International Market Development - While focusing on domestic market growth, the company is also actively responding to the Belt and Road Initiative, aligning with national strategies to promote its international business expansion and gradually establishing a presence in overseas markets [3]. Group 3: Robotics Business Development Plans - As one of the early developers of Automated Guided Vehicles (AGV) in China, the company possesses complete proprietary AGV core technologies, with its AGV products recognized as "Yunnan Province Famous Brand" and widely used in various industries including tobacco, liquor, pharmaceuticals, automotive, and smart parking [4]. - The company plans to continuously optimize and upgrade its self-developed mobile robot control system software platform, ATIS 5.0, in 2024, enhancing its capabilities for intelligent collaborative scheduling in complex scenarios and providing a full suite of domestic AGV system products and solutions, including remote operation and maintenance services for added value [4].