2 月 28 日，第八届罗戈网供应链与物流科技沙龙暨创新报告发布会顺利举办。在备受瞩目的颁奖环 节，神州控股(00861)旗下智慧供应链公司科捷提报的企业级供应链智能体 "小金"，凭借领先的技术架 构与卓越的实战成效，从众多参评项目中脱颖而出，荣获 "2026LOG 供应链物流数智创新奖"。作为物 流行业内极具权威性与认可度的重要荣誉，该奖项历经罗戈网官网公开投票与行业专家专业严格的遴 选，此次获奖不仅是对 "小金" 产品实力的权威背书，更标志着科捷在 "AI + 供应链" 应用层的创新实践 获得了行业的高度认可。 厚积薄发：以实用型 AI 打造供应链落地实操载体 科捷深耕供应链领域二十余年，秉持着 "技术服务于人" 的原则，以技术创新破解行业痛点。当下行业 发展的核心趋势已然明晰，市场从不缺大模型这类 "大脑"，缺的是兼具行业适配性的 AI 应用层创新 ——能落地、能实操的智能体。而 "小金" 正是科捷基于这一趋势，依托 "AI for Process" 理念自主研发 的核心成果，也是其践行神州控股 "Data x AI" 战略在供应链场景应用的重要落地产品。科捷将多年沉 淀的行业经验、各岗位实操经验转化为 ...

Core Viewpoint - The company Today International (300532) has experienced a decline in its main revenue and net profit for the first three quarters of 2025, indicating potential challenges in its financial performance [2]. Financial Performance - For the first three quarters of 2025, the company's main revenue was 1.71 billion yuan, a year-on-year decrease of 16.17% [2]. - The net profit attributable to the parent company was 220 million yuan, down 18.78% year-on-year [2]. - The net profit after deducting non-recurring gains and losses was 189 million yuan, a decline of 26.68% year-on-year [2]. - In the third quarter of 2025, the company's single-quarter main revenue was 297 million yuan, a decrease of 23.83% year-on-year [2]. - The single-quarter net profit attributable to the parent company was 32.45 million yuan, an increase of 12.81% year-on-year [2]. - The single-quarter net profit after deducting non-recurring gains and losses was 31.07 million yuan, up 10.7% year-on-year [2]. - The company's debt ratio stands at 60.02%, with investment income of 3.25 million yuan and financial expenses of 12.63 million yuan [2]. - The gross profit margin is reported at 25.91% [2]. Market Activity - As of February 9, 2026, the stock price closed at 12.34 yuan, reflecting an increase of 2.32% [1]. - The turnover rate was 1.22%, with a trading volume of 52,500 hands and a transaction amount of 64.59 million yuan [1]. - On February 9, the net inflow of main funds was 5.31 million yuan, accounting for 8.22% of the total transaction amount [1]. - Retail investors experienced a net outflow of 3.95 million yuan, representing 6.12% of the total transaction amount [1]. Analyst Ratings - In the last 90 days, one institution has given a rating for the stock, with one buy rating [3].

智通财经APP讯，极智嘉-W(02590)发布公告，集团于截至2025年12月31日止年度取得订单人民币41.37 亿元，较上年同期增长约31.7%，主要归因于集团在既有成熟市场保持稳定增长的同时，成功进军并于 拉丁美洲及东欧等新兴区域市场建立立足之地，持续拓展新客户并获取新订单;集团在食品饮料等细分 领域取得重大突破，并凭借电商、快消品及第三方物流等核心产业优势持续深耕;集团深化与关键客户 的战略合作，实现持续性重复采购。围绕区域拓展、行业深耕、客户发展三大核心方向持续发力，集团 于2025年实现订单额的快速增长。 ...

极智嘉-W(02590)发布公告，集团于截至2025年12月31日止年度取得订单人民币41.37亿元，较上年同期 增长约31.7%，主要归因于集团在既有成熟市场保持稳定增长的同时，成功进军并于拉丁美洲及东欧等 新兴区域市场建立立足之地，持续拓展新客户并获取新订单;集团在食品饮料等细分领域取得重大突 破，并凭借电商、快消品及第三方物流等核心产业优势持续深耕;集团深化与关键客户的战略合作，实 现持续性重复采购。围绕区域拓展、行业深耕、客户发展三大核心方向持续发力，集团于2025年实现订 单额的快速增长。 ...

格隆汇2月5日丨极智嘉-W(02590.HK)公告，集团于截至2025年12月31日止年度录得订单人民币41.37亿 元，较上年同期增长约31.7%，主要归因于(i)集团在既有成熟市场保持稳定增长的同时，成功进军并于 拉丁美洲及东欧等新兴区域市场建立立足地，持续拓展新客户并获取新订单；(ii)集团在食品饮料等细 分领域取得重大突破，并凭藉电商、快消品及第三方物流等核心产业优势持续深耕；(iii)集团深化与关 键客户的战略合作，实现持续性重复采购。围绕区域拓展、行业深耕、客户发展三大核心方向持续发 力，集团于2025年实现订单额的快速增长。 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 Beijing Geekplus Technology Co., Ltd. 北京極智嘉科技股份有限公司 （於中華人民共和國註冊成立以不同投票權控股的股份有限公司） 本公告所載資料未經本公司外聘核數師審閱或核證，並不構成、代表或預示本集 團的總收入或完整財務表現，且可能須予變動及調整。 本公司股東及潛在投資者在買賣本公司證券時，務請審慎行事。 承董事會命 北京極智嘉科技股份有限公司 （股份代碼：2590） 自願公告 業務情況更新 本公告乃由北京極智嘉科技股份有限公司（「本公司」，連同其附屬公司統稱「本集 團|)自願刊發以向本公司股東及潛在投資者提供本集團的最新業務發展情況。 本集團於截至2025年12月31日止年度錄得訂單人民幣4,137.0百萬元，較上年同期 增長約31.7%，主要歸因於(i)本集團在既有成熟市場保持穩定增長的同時，成功 進軍並於拉丁美洲及東歐等新興區域市場建立立足之地，持續拓展新客戶並 ...

Core Viewpoint - The company Today International (300532) has experienced a decline in its main revenue and net profit for the first three quarters of 2025, indicating potential challenges in its financial performance [2]. Financial Performance - For the first three quarters of 2025, the company's main revenue was 1.71 billion yuan, a year-on-year decrease of 16.17% [2]. - The net profit attributable to the parent company was 220 million yuan, down 18.78% year-on-year [2]. - The net profit after deducting non-recurring gains and losses was 189 million yuan, a decline of 26.68% year-on-year [2]. - In Q3 2025, the company's single-quarter main revenue was 297 million yuan, a decrease of 23.83% year-on-year [2]. - The single-quarter net profit attributable to the parent company was approximately 32.45 million yuan, an increase of 12.81% year-on-year [2]. - The single-quarter net profit after deducting non-recurring gains and losses was approximately 31.07 million yuan, an increase of 10.7% year-on-year [2]. - The company's debt ratio stood at 60.02%, with investment income of 3.25 million yuan and financial expenses of 1.26 million yuan [2]. - The gross profit margin was reported at 25.91% [2]. Market Activity - As of February 3, 2026, the stock price closed at 12.21 yuan, reflecting an increase of 1.92% [1]. - The trading volume was 46,000 hands, with a total transaction amount of approximately 55.84 million yuan [1]. - On February 3, the net inflow of main funds was 98,900 yuan, accounting for 0.18% of the total transaction amount [1]. - Retail investors saw a net inflow of 3.68 million yuan, representing 6.58% of the total transaction amount, while speculative funds experienced a net outflow of 3.78 million yuan, or 6.76% of the total transaction amount [1]. Analyst Ratings - In the last 90 days, one institution has given a buy rating for the stock [3].

Core Insights - Yinshi Capital's RMB fund management scale is steadily growing, with accelerated collaboration with industrial capital, focusing on hard technology, AI, and new energy sectors, showcasing growth and influence in its investment portfolio [1] - The company aims to combine deep post-investment management with industrial synergy to empower portfolio companies and create long-term value for investors [1] Fundraising and Investment Focus - In October 2025, Yinshi Capital completed fundraising for its first private equity fund focused on new materials and new energy, with a scale of 500 million RMB, targeting innovative companies in the new materials and new energy supply chain [1] - In December 2025, Yinshi Capital was entrusted to manage a fund of 300 million HKD under the Hong Kong government's "New Capital Investor Entry Scheme," aimed at early-stage high-growth potential enterprises [2] Strategic Vision and Market Insights - Prologis' CEO emphasized that the empowerment of cutting-edge technology and continuous application practices will enhance efficiency in logistics, smart computing, and new energy sectors, reshaping industry innovation [2] - Prologis China reported that the logistics infrastructure market's net absorption exceeded expectations, indicating a strong market trend, with logistics companies investing in automation and digital operations to improve quality and ESG performance [2] Product-Driven Growth and Global Opportunities - Yinshi Capital's partner highlighted that logistics robotics and autonomous trucks are entering a new phase of efficiency and industry benefits, focusing on product-driven growth in the global market [4] - Various portfolio companies discussed their strategies for product-driven growth, emphasizing the importance of AI technology and data-driven product iterations to enhance logistics efficiency and safety standards [5] Supply Chain Restructuring and Global Expansion - Yinshi Capital's partner noted that the global supply chain restructuring will evolve over the coming decades, with Chinese logistics and supply chain companies increasingly going global [6] - Industry leaders discussed the importance of digital solutions for efficient cross-border supply chain management and the potential for higher profit returns in overseas markets [6] - Companies are focusing on building world-class enterprises through deep collaboration in culture, products, and teams to seize globalization opportunities [6] Cross-Border Supply Chain Services - Companies are leveraging their expertise in integrated supply chain services to address cross-border complexities and penetrate global markets through mergers and acquisitions [7]

Group 1 - The annual meeting of the Renminbi fund investors for 2025 held by Prologis' private equity investment platform, Yinshi Capital, gathered around 150 guests from 60 investment institutions, portfolio companies, and partners [1] - Yinshi Capital's management highlighted their investment strategy focusing on "hard technology," AI, and new energy sectors, showcasing a robust growth in their investment portfolio [1] - The logistics technology sector is transitioning from technology validation to real efficiency improvements, with logistics robotics and autonomous trucks gaining market attention [1] Group 2 - G7's CEO emphasized the importance of AI in enhancing logistics efficiency and safety standards through data-driven product iterations [2] - Mainline Technology's CEO discussed the shift from technology-driven to product-driven approaches in the autonomous trucking industry, aiming for efficiency and cost-effectiveness for clients [2] - The restructuring of global supply chains is expected to evolve over the coming decades, with Chinese logistics and supply chain companies needing to adapt and redefine their roles [2]

Core Insights - ProLogis announced that its private equity investment platform, Yinshi Capital, held the 2025 annual RMB fund investor conference, indicating a steady growth in fund management scale and an increased focus on hard technology, AI, and new energy sectors [1] Group 1: Company Developments - Yinshi Capital's management partner, Dong Zhonglang, highlighted that logistics robotics companies have gained favor in the secondary market, and the commercialization of autonomous trucks is accelerating, marking a transition in the logistics technology sector from technology validation to real efficiency improvements and industry value creation [1] - The company is focusing on a product-led growth (PLG) model to explore new opportunities and challenges in the global market for Chinese logistics technology firms [1] Group 2: Industry Trends - The global supply chain restructuring is expected to be a continuous trend over the next few decades, with the outflow of China's logistics supply chain becoming an irreversible trend [1] - The emphasis on modern logistics services, intelligent supply chains, new energy, and logistics technology reflects the evolving landscape of the logistics industry in China and Asia [1]