长江商报消息 ●长江商报记者 徐阳 长江商报记者注意到，德马科技作为智能物流领域的领军企业，积极推动"人形机器人+智能物流系 统"融合落地，全方位布局人形机器人产业链，并以创新赋能，为未来公司高质量发展注入动力。 近年来，德马科技盈利水平十分出色，从2017年到2024年归母净利润保持稳步增长。2025年一季度，公 司营业收入同比增长25.55%，归母净利润同比增长49.12%。同时，公司研发费用率提升至7.08%。 持续布局机器人领域 为加速推进人形机器人在物流行业的商用落地，共同打造全球领先的有竞争力的"人形机器人+智能物 流装备"系统产品和解决方案，6月17日，德马科技与智元新创达成战略合作意向，并签订了《战略合作 协议》，双方将基于各自领域的核心优势，共同探索具身智能机器人在物流场景的创新应用。 德马科技表示，本次签订的战略合作框架协议，不涉及具体金额，对公司2025年度及未来业绩的影响需 视具体项目的推进和实施情况而定。 本次合作符合公司发展战略，依托公司覆盖全球头部电商客户物流触达能力及对于物流智能装备行业的 深刻理解，协同智元在具身智能机器人领域领先的核心技术优势、快速的产品迭代及商业化落地能力 ...

在安全性方面，这类设备标配三维避障系统，采用TOF（飞行时间）激光传感器与机械防撞装置的双重保护机制。当检测到2米内出现动态障碍物时，系统 能在0.1秒内触发分级制动，同时通过5G网络将实时工况传输至中央调度系统。 二、典型应用场景解析 1. **高位仓储场景**：在3C电子行业，某企业通过搭载举升机构的激光叉车实现6米高位货架自动化存取。其配备的货形识别系统能自动校正托盘位置偏 差，配合WMS系统实现先入先出管理，使仓库周转率提升3倍。 2. **跨楼层运输**：，某产业园部署的跨楼层AGV集群，通过激光与视觉融合导航实现电梯自动呼叫与平层定位。20台设备组成的柔性物流系统，替代了 原有36名搬运工的工作量，年节省人力成本超600万元。 随着工业4.0时代的深入发展，智能物流装备正加速渗透制造业的毛细血管。在众多自动化搬运方案中，AGV激光叉车以其独特的导航技术和柔性化作业能 力，逐渐成为智能工厂物流升级的核心载体。本文将深入剖析这一技术的应用现状与发展趋势，为制造业智能化转型提供切实可行的实施路径。 一、技术原理与核心优势 AGV激光叉车采用SLAM（即时定位与地图构建）技术作为导航核心，通过360°旋转 ...

Performance Review - Company reported 1Q25 financial data: revenue of 5.876 billion yuan, a year-on-year increase of 14.6%, gross profit of 1.428 billion yuan, a year-on-year increase of 11.8%, and net profit attributable to shareholders of 635 million yuan, a year-on-year increase of 23.2%, meeting expectations [1]. Development Trends Mining Equipment - Domestic demand remains resilient, with positive outlook for overseas expansion of mining trucks. Domestic coal prices are in a downward trend due to weak demand. Current demand for tunneling machines and wide-body trucks is strong, while hydraulic support prices are under intense competition. The company expects good growth for overseas wide-body trucks and large mining trucks, driven by product upgrades and reduced overall user costs, indicating significant long-term growth potential in large mining trucks and related aftermarket [1]. Logistics Equipment - Demand for port machinery is on the rise, with expansion of new products overseas. Starting in 2023, global demand for port equipment is recovering, with full orders for large port machinery and gradually strengthening order profitability. Exports of small port machinery products remain robust in Asia, Africa, and Latin America. Over the past three years, the company has aggressively expanded new products like telescopic forklifts in the European and American markets, currently producing in India to address tariff issues. The company is optimistic about the trend towards electrification of small port machinery and the continued expansion of new products overseas [1]. Oil and Gas Equipment - Demand and profitability are expected to recover. In 2024, revenue and profitability declined due to major clients' cost-cutting measures. The company anticipates marginal recovery in industry demand in 2025, with strengthened internal management to restore market share [2]. New Industries - Focus on cost reduction and efficiency improvement, expanding overseas application scenarios. In 2024, the company will enhance management reforms for new industries, readjusting businesses with intense competition and limited profitability. It is expected that operating losses in new industries will significantly narrow in 2025, optimizing the efficiency and return rate of existing assets [2]. Profit Forecast and Valuation - The company maintains the 2025 EPS forecast at 0.70 yuan and introduces the 2026 EPS forecast at 0.81 yuan. The current stock price corresponds to 7.9x/6.7x P/E for 2025/2026. Considering the improvement prospects in new industry profitability, the target price is raised by 25% to 7.10 HKD, corresponding to 9.5x/8.1x P/E for 2025/2026, indicating a 21% upside potential, maintaining an outperform rating [2].

Group 1 - The board of directors of Lanjian Intelligent Technology Co., Ltd. received a proposal from the controlling shareholder and chairman, Wu Yaohua, to repurchase shares to enhance investor confidence and improve shareholder returns [2][3][17] - The proposed share repurchase will utilize the company's own funds and will be conducted through the Shanghai Stock Exchange trading system [3][17] - The total amount for the share repurchase is set to be no less than RMB 10 million and no more than RMB 20 million, with a repurchase price not exceeding 150% of the average trading price over the previous 30 trading days [3][17] Group 2 - Lanjian Intelligent aims to enhance operational quality by focusing on its core business and expanding into new industries such as new energy, automotive, and aerospace [5][7] - The company plans to increase its research and development investment, which reached RMB 128 million in 2024, a year-on-year increase of 47.31% [12][13] - The company has established a strong brand presence in various industries and aims to further enhance its brand influence through high-quality solutions and after-sales services [8][10] Group 3 - The company reported a new order value of RMB 1.537 billion in 2024, representing a year-on-year growth of 39.73% [7] - As of December 31, 2024, the company had a backlog of orders amounting to RMB 1.298 billion, an increase of 18.97% compared to the previous year [7] - The company is committed to maintaining a sustainable dividend policy, proposing a cash dividend of RMB 3.30 per 10 shares for 2025, totaling approximately RMB 33.73 million [15][16] Group 4 - The company emphasizes the importance of corporate governance and has established a robust governance structure involving shareholders, the board of directors, and independent directors [19][20] - Lanjian Intelligent is focused on enhancing compliance management and internal auditing to ensure effective governance and risk management [21][22] - The company is dedicated to improving information disclosure practices to enhance transparency and protect the rights of minority investors [22][24]

Core Insights - The article highlights the rapid development of intelligent logistics equipment in Nanling County, Anhui Province, driven by the integration of technology and local economic policies [2][3][4]. Industry Development - Nanling County has established itself as a hub for intelligent logistics equipment, with over 170 related companies and total investments exceeding 26 billion yuan [4]. - The intelligent logistics equipment industry cluster in Nanling achieved a production value of 8.814 billion yuan in 2024, marking a year-on-year growth of 22.4% [4]. Technological Advancements - The introduction of over a hundred unmanned delivery vehicles has enabled the county to handle 90% of station deliveries, with daily deliveries exceeding 30,000 packages [2]. - The county has formed strategic partnerships with companies like SF Express to enhance smart logistics equipment development [3]. Educational Initiatives - A modern logistics manufacturing academy has been established in collaboration with Wuhu Vocational Technical College, with an initial enrollment of approximately 300 students in 2024 [4]. Policy Support - The local government has actively engaged in attracting quality enterprises and implementing supportive industrial policies to foster the growth of the intelligent logistics equipment sector [3].

资金流向方面，该股今日全天主力资金净流入3540.09万元。（数据宝） 5月27日科捷智能(688455)收盘价17.28元，收盘涨停，全天换手率10.22%，振幅9.37%，成交额2.25亿 元。科创板交易公开信息显示，当日该股因日收盘价涨幅达15%等上榜。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交1.00亿元， 其中，买入成交额为5365.82 万元，卖出成交额为4650.97万元，合计净买入714.85万元。具体来看，今日上榜营业部中，第一大买入 营业部为华鑫证券有限责任公司深圳益田路证券营业部，买入金额为2036.59万元，其次是开源证券股 份有限公司西安太华路证券营业部，买入金额1552.09万元。卖出营业部中，卖出金额居首的是华鑫证 券有限责任公司上海云锦路证券营业部，卖出金额为1341.64万元。 科捷智能5月27日龙虎榜 | 买入营业部名称 | 买入金额(万元) | | --- | --- | | 华鑫证券有限责任公司深圳益田路证券营业部 | 2036.59 | | 开源证券股份有限公司西安太华路证券营业部 | 1552.09 | | 华鑫证券有限责任公司绍兴胜利东路证券营业部 ...

证券代码：300486 证券简称：东杰智能 东杰智能科技集团股份有限公司 投资者关系活动记录表 编号：2025-001 号 投资者关系活动 类别 □ 特定对象调研 电话会议 □ 媒体采访 业绩说明会 □ 新闻发布会 路演活动 现场参观 □ 其他 （请文字说明其他活动内容） 参与单位名称及 人员姓名 投资者网上提问 时间 2025 年 5 月 20 日 (周二) 下午 14:00~17:00 地点 公司通过 全景网" 投资者关系互动平台 " （https://ir.p5w.net）采用网络远程的方式召开业绩说明会 上市公司接待人 员姓名 1、董事长邢成亮 2、董秘张新海 3、财务总监张路 4、证券事务代表胡晨阳 投资者关系活动主要内容介绍 一、尊敬的董事长，下午好！作为个人投资者，希望和公司领导交流一下， 1、年报显示，业绩均较同期有所下滑连续两年亏损，2025 年能否实现扭亏？是 否存在退市可能？2、公司发行 5.7 亿元可转债还未转股，后期如何推动转股工 作？ 2024 年，受部分下游客户需求不振，行业竞争加剧以及部分项目成本超支 影响，报告期内公司主营业务收入减少和毛利率下降导致公司经营业绩亏损。尽 管经 ...

浙江省湖州市近日出台《湖州市加快推动招商场景建设实施方案》，以"场景创新 赋能产业"为主题， 按照"为场景找技术、为技术找场景"双找路径，推动科技创新和产业创新深度融合，加快构建千亿级产 业生态。 根据《方案》，湖州市将围绕产业链强链补链、新兴产业壮大、传统产业升级、未来产业培育及智慧城 市建设五大方向，系统性构建招商场景生态。到2027年，全市计划累计建成具有地方特色的场景建设示 范园区(楼宇)10个以上，打造产业转型升级标杆场景6个以上，为高质量发展注入强劲动能。 为实现目标落地，湖州市将强化要素保障，对重大场景项目优先配置土地、能耗等资源；每年举办招商 场景发布活动10次以上，开展应用大赛、推介会等专项活动，推动不少于20项新技术、新产品项目落 地。目前，首批15个标志性场景和25个标志性招商场景项目已发布，覆盖绿色生态、低空经济、人工智 能等领域，总投资规模超百亿元。 在重点产业领域，湖州市将聚焦新能源汽车及关键零部件、半导体及光电、智能物流装备等新兴产业 链，依托链主型企业牵引，构建"龙头企业+应用场景+中小企业+科研机构"协同模式。其中，新能源汽 车领域将以领军企业为核心，推动汽车电子、智能网联等 ...

证券代码：688557 证券简称：兰剑智能 公告编号：2025-018 兰剑智能科技股份有限公司 关于 2024 年年度报告信息披露监管问询函的回复公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 兰剑智能科技股份有限公司（以下简称"公司"或"兰剑智能")近日收到上 海证券交易所科创板公司管理部下发的上证科创公函【2025】0058 号《关于兰剑 智能科技股份有限公司 2024 年年度报告的信息披露监管问询函）》 （以下简称"《问 询函》"），公司会同年审会计师致同会计师事务所（特殊普通合伙）（以下简 称"会计师"）就《问询函》有关问题逐项进行认真核查落实，现将有关问题回 复如下： 问题 1.主营业务及收入确认。 品看，主营业务包括机器人智慧物流系统、代运营及其他业务；2023 年，公司主 营业务为智能仓储物流自动化系统、代运营及其他业务。2024 年，公司机器人智 慧物流系统共实现营业收入 11.22 亿元，按照客户取得初验报告或一次性验收报 告时确认收入；代运营业务共实现营业收入 3,880.31 万元,在收到经客 ...

关于兰剑智能科技股份有限公司 致同会计师事务所（特殊普通合伙） 致同会计师事务所（特殊普通合伙） 中国北京朝阳区建国门外大街 22 号 赛特广场 5 层邮编 100004 电话 +86 10 8566 5588 传真 +86 10 8566 5120 www.grantthornton.cn 关于兰剑智能科技股份有限公司 致同专字（2025）第 371A013925 号 上海证券交易所： 致同会计师事务所（特殊普通合伙）（以下简称"我们"）接受委托对兰剑智 能科技股份有限公司（以下简称"公司"或"兰剑智能公司"）2024 年财务报表，包 括 2024 年 12 月 31 日的合并及公司资产负债表，2024 年度的合并及公司利润表、 合并及公司现金流量表、合并及公司股东权益变动表以及相关财务报表附注进行 审计，并于 2025 年 3 月 27 日出具了致同审字（2025）第 371A005425 号的无保留 意见审计报告。 我们于近日收到了兰剑智能公司转来的贵所出具的《关于兰剑智能科技股 份有限公司 2024 年年度报告的信息披露监管问询函》（上证科创公函【2025】 函相关问题的说明以及我们对兰剑智能公司 2 ...