KENGIC(SH:688455) Sou Hu Wang·2025-12-28 02:19Core Insights - KJ Intelligent (688455.SH) and Beijing Xingdong Jiyuan Technology Co., Ltd. have signed a strategic cooperation agreement to integrate humanoid robotics technology with the smart logistics industry, marking a new phase in their collaboration [1][4] Group 1: Company Performance - KJ Intelligent reported a revenue of 752 million yuan for the first three quarters of 2025, representing a year-on-year growth of 14.31%, with a significant surge of 47.08% in Q3 alone [4] - The company has an order backlog of 4.291 billion yuan, which is a 70.34% increase year-on-year, with smart logistics orders reaching 2.488 billion yuan, up 122.42% [4][5] - KJ Intelligent has expanded its overseas business to over 20 countries, including South Korea, Southeast Asia, Poland, UAE, the UK, and Singapore, with an overseas order backlog of 2.071 billion yuan, reflecting a year-on-year growth of 73.81% [5] Group 2: Technological Integration - The collaboration will focus on the application of humanoid robots in smart logistics, smart factories, and new energy sectors, emphasizing core technology research, system integration, and joint sales [7] - KJ Intelligent has invested 79.87 million yuan in R&D, accounting for 10.61% of its revenue, which supports the integration of humanoid robotics technology [5] - The partnership aims to create benchmark solutions that leverage both companies' strengths, facilitating the transition of humanoid robots from laboratory settings to practical industrial applications [7] Group 3: Industry Impact - The integration of humanoid robots into the logistics sector is expected to drive efficiency, cost reduction, and safety improvements, contributing to the ongoing innovation in the global smart logistics industry [7] - The collaboration is positioned to lead technological upgrades and model innovations in the industry, aligning with the global trend of manufacturing intelligence [7]