京基智农跨界布局机器人产业 多元业务结构再添支点

Core Viewpoint - Shenzhen Jingji Zhino Times Co., Ltd. (referred to as "Jingji Zhino") is diversifying its business by entering the robotics sector through acquiring control of Jiangsu Huibo Robot Technology Co., Ltd. This move is seen as a strategic layout to enhance growth potential while leveraging its existing real estate and pig farming operations for stability [1][2][3]. Group 1: Robotics Business Expansion - Jingji Zhino plans to invest in Jiangsu Huibo to gain control, which is a national high-tech enterprise focused on robotics and intelligent manufacturing [1][2]. - The company aims to establish a "Embodied Robot Research Institute" in collaboration with Jiangsu Huibo, focusing on core technology research and product innovation [2][3]. - Jiangsu Huibo is expected to launch two humanoid robot products by 2026 and achieve an annual revenue growth rate of no less than 30% from 2026 to 2028 [2][3]. Group 2: Existing Business Structure - Jingji Zhino's real estate and pig farming sectors remain crucial to its value structure, with significant assets in Shenzhen, including a project valued at 6 billion yuan [6]. - The company has reported cumulative sales of 2.3129 million pigs, generating revenue of 3.763 billion yuan [6][7]. - The pig farming industry is transitioning towards refined competition, with Jingji Zhino focusing on standardization and digital management to enhance stability [7]. Group 3: Strategic Intent and Market Position - The acquisition of Jiangsu Huibo reflects Jingji Zhino's long-term strategic consideration in the robotics sector, differentiating it from other companies that merely invest through partnerships [3][4]. - The diverse application of Jiangsu Huibo's products across various sectors, including energy and education, provides a solid foundation for future growth [4]. - The market's attention to this transaction indicates a reassessment of Jingji Zhino's future growth potential and valuation [4].