证券代码：688557 证券简称：兰剑智能 公告编号：2025-038 兰剑智能科技股份有限公司 关于 2025 年度"提质增效重回报"行动方案的半年度评估报告 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"）为积极践 行"以投资者为本"的上市公司发展理念，推动公司高质量发展和投资价值提升， 保护投资者尤其是中小投资者合法权益，公司于 2025 年 5 月 31 日发布了《公司 内容积极开展和落实相关工作并认真评估实施效果，于 2025 年 8 月 13 日召开第 五届董事会第十次会议审议通过了《关于公司 2025 年度提质增效重回报行动方 案的半年度评估报告的议案》，现将主要工作成果报告如下： 一、聚焦主营业务，提升经营质量 兰剑智能聚焦主业，全力做好各项工作，继续深耕智能物流系统核心业务， 构建多元化的产品矩阵，成为基于机器人技术的智能物流解决方案专家。公司业 务遍布欧洲、东南亚、非洲、南美洲、北美洲等多个国家地区，在保持烟草、医 药、国内电商等传统行业优势地位 ...

瑞财经 刘治颖 8月12日，上海乐橘科技有限公司（简称：乐橘）宣布完成B++轮融资，本轮融资由中国石油集团旗下昆仑资本独家投资。此前乐橘曾获中国 石化、万华化学和高瓴创投等机构投资。 实际控制人 ②（大数据分析）： 石翔 表决权:33.6221% 担任职务:董事长 实际控制人 表决权:33.6221% 总持股比例:27.0559% 石翔 执行事务合伙人 51% 执行事务合伙人 3.424% 上海橘仔咨询管理合伙企业 上海派乐乐企业管理咨询合 0.1% 伙企业(有限合伙) (有限合伙) 99.9% 24.4974% 江苏恒加供应链管理有限公 4.4084% 司 4.7163% 上海乐橘科技有限公司 本轮融资资金将聚焦乐橘核心战略，驱动产业链绿色智能升级。包含扩大智能循环包装资产规模，优化运营体系，为客户提供更高效、低碳的包装循环服 务；加强绿色材料的研发创新与规模化应用，提升资源利用效率，践行循环经济；加大AI方向的投资，聚焦感知技术的研发，重点构建工业无人车及物流 无人化方案研发，配套智能装备机器人，实现复杂场景下方案规模化落地，推进物流无人化柔性变革。 乐橘成立于2018年，深耕于回收再生、循环物流、智能设 ...

Market Overview - The Shanghai Composite Index rose by 0.5%, the CSI 300 increased by 0.5%, the STAR Market 50 gained 1.9%, the CSI 1000 was up by 0.3%, the ChiNext Index increased by 1.2%, and the Hang Seng Index rose by 0.3% [4] - The best-performing sectors on Tuesday were telecommunications (+2.2%), electronics (+1.9%), coal (+1.0%), home appliances (+0.7%), and real estate (+0.7%). The worst-performing sectors were defense and military (-1.0%), steel (-0.8%), building materials (-0.5%), food and beverage (-0.4%), and non-ferrous metals (-0.4%) [4][3] - The total trading volume in the Shanghai and Shenzhen markets was 1,881.5 billion yuan, with a net inflow of 9.45 billion Hong Kong dollars from southbound funds [4][3] Company Analysis - The report focuses on Zhongli Co., Ltd. (603194), which has entered into a strategic partnership with White Rhino to build a smart logistics system, leveraging intelligent handling robots to create new opportunities [5] - The strategic collaboration aims to explore innovative models in smart logistics, enhancing cost efficiency and promoting standardization within the logistics industry [5] - Key catalysts for investment include the ramp-up in the production of intelligent handling robots [5]

Group 1: Application Scenarios and Technological Commercialization - China has become the most active testing ground for new technologies globally, with the potential to expand applications significantly compared to the US and Europe [2] - The diversity of applications accelerates technological iteration and creates exponential growth opportunities for businesses, exemplified by the activation of multiple billion-dollar markets in smart logistics [2] Group 2: Competitive Landscape and Digital Economy - China's core competitiveness in artificial intelligence lies in its ability to scale applications rather than just technological breakthroughs, with a 30% reduction in the time required to transition new technologies from the lab to the market [3] - Existing technological reserves are sufficient to drive intelligent transformation across various industries, evidenced by a 40% improvement in manufacturing quality inspection efficiency and a 15% reduction in energy consumption [3] Group 3: Systematic Pathways for New Productive Forces - Recommendations for enhancing innovation include increasing R&D spending to 3.5% of GDP, fostering an innovation ecosystem for SMEs, and establishing national platforms for collaborative efforts in tackling critical technologies [4] - The Ningbo case exemplifies the feasibility of transitioning regional economies from factor-driven to system innovation, with its model being replicated in the Yangtze River Delta [4]

Economic Performance - The GDP of Suqian reached 222.31 billion yuan in the first half of the year, with a year-on-year growth of 6.1%, ranking third in the province [1] - The industrial added value above designated size increased by 4.2% year-on-year, highlighting the stability and progress of the economy [1] Industrial Development - Suqian is focusing on building a manufacturing base with national influence, emphasizing the importance of industrial strength [1] - The city has completed 175 new projects with an investment of 41.95 billion yuan in the first half of the year, showcasing a strong commitment to major industrial project construction [2] - The Suqian Shihong New Materials Industrial Park is a model for industry development, processing 25 million waste plastic bottles daily into high-quality recycled polyester fibers [2] Technological Innovation - Suqian has attracted 124 new talent technology projects and implemented 475 industry-university-research cooperation projects from January to May [4] - The city is promoting smart manufacturing upgrades and has seen a 20% increase in labor productivity and a 12% reduction in comprehensive energy consumption through intelligent transformation [3][5] - The establishment of a digital twin platform has enabled full-chain visual control of production processes [3] Project Implementation - Major projects in Suqian are progressing ahead of schedule, with a focus on economic construction and high-quality development [3] - The Jiangsu Double Star Plastic New Materials Co., Ltd. has successfully implemented automation in its production line, significantly improving efficiency [3] Service Sector Transformation - The digital transformation of the service sector is exemplified by the smart logistics initiatives, with over 90% automation in the carbon-neutral smart logistics park [5] - The integration of "Beidou New Warehouse" with warehouse picking robots has been successfully applied in Suqian, reducing carbon emissions by 25% [5]

Core Viewpoint - Dongjie Intelligent (300486) has attracted significant market attention due to the proposed change in its actual controller, the nomination of executives with a robotics background, and the acquisition of substantial overseas orders, leading to a three-day stock surge until August 5 [1][2]. Group 1: Company Announcements - The company announced that its actual controller may change, which could lead to a shift in control dynamics [2]. - Dongjie Intelligent has been actively disclosing major announcements since July, including changes in control, executive turnover, and overseas orders [2]. - The company reported a significant stock deviation of 102.14% over five trading days, prompting scrutiny from the Shenzhen Stock Exchange [1]. Group 2: Executive Changes - On August 2, Dongjie Intelligent announced the introduction of executives with robotics industry backgrounds, signaling a strategic shift [3]. - The board proposed Han Yongguang and Mai Qianyu as candidates for non-independent and independent directors, respectively, both of whom have relevant experience in the robotics sector [3]. - The frequent personnel changes are perceived as a positive signal for the company's future direction [3]. Group 3: Overseas Orders - On August 1, the company announced that its wholly-owned subsidiary in Malaysia secured a procurement order worth approximately 62.5 million RMB, representing 7.74% of the projected audited revenue for 2024 [4][5]. - The order includes various systems such as AS/RS stacker systems and WMS/WCS systems, which will enhance the company's competitive edge in the smart logistics sector [5]. - Dongjie Intelligent is actively expanding its international presence, with projects established in multiple countries, indicating significant progress in its global strategy [5]. Group 4: Financial Performance - In Q1 2025, Dongjie Intelligent reported revenue of 260 million RMB, a year-on-year increase of 22.65%, and a net profit of 4.1355 million RMB, marking a return to profitability [5]. - Analysts suggest that the sustainability of the company's performance will depend on the successful delivery of overseas orders and the potential benefits from the change in actual controller [5].

Group 1 - The stock price of Chuanhua Zhiliang closed at 6.02 yuan on August 5, 2025, down 0.82% from the previous trading day, with a trading volume of 231 million yuan and a turnover rate of 1.38%, resulting in a total market capitalization of 16.784 billion yuan [1] - Chuanhua Zhiliang is a leading smart logistics platform operator in China, with main businesses covering smart logistics, smart parks, and payment finance, establishing a nationwide network of city logistics centers through an online and offline integrated model [1] - The company expects to achieve a net profit of 500 million to 550 million yuan in the first half of 2025, representing a year-on-year growth of 72.78% to 90.06% [1] Group 2 - In the context of the rapid development of the robotics industry, Chuanhua Zhiliang has been identified by brokerages as a key focus in the logistics sorting scenario [1] - On August 5, 2025, the net outflow of main funds was 43.9691 million yuan, with a cumulative net outflow of 173 million yuan over the past five days [1]

Market Overview - The Shanghai Composite Index rose by 0.96%, reaching a new closing high for the year, with over 3,900 stocks in the market experiencing gains [1] - The PEEK materials concept saw a significant surge, while the medical sector experienced a slight decline [1] Key Stocks Performance - Dongjie Intelligent (300486) closed at 20.39, up 20.01% with a trading volume of 1.21 billion [2][5] - Shangwei New Materials (688582) rose by 20.00% to 110.48, with a trading volume of 23.15 million [2] - Longte Intelligent (300916) increased by 19.99% to 42.73, with a trading volume of 21.83 million [2] - New Trend New Materials (301076) and Cold Dawei Chemical (300689) both saw gains of 19.99% [2] Focus on Robotics Sector - The robotics concept continued its strong performance, with Shangwei New Materials achieving 20 consecutive trading days of gains [3] - Dongjie Intelligent recorded three consecutive trading days of gains [3] Institutional Buying and Selling - The top three net purchases on the day were Dongxin Peace (2.07 billion), Innovation Medical (2.00 billion), and Aerospace Technology (1.23 billion) [5] - The top three net sales were Mountain River Intelligent (3.35 billion), Xining Special Steel (1.85 billion), and Anglikang (1.05 billion) [6] Notable Stock Movements - Dongxin Peace (002017) saw a 10.00% increase, with a trading volume of 31.01 billion and a turnover rate of 20.87% [5][12] - Innovation Medical (002173) also increased by 10.03%, with a trading volume of 16.37 billion and a turnover rate of 25.23% [12] - Aerospace Technology (000901) rose by 10.00%, with a trading volume of 16.71 billion [16] Sector Highlights - The medical sector, particularly in AI and brain-machine interface technologies, is gaining traction with companies like Innovation Medical [12][15] - The military and aerospace sectors are also showing promise, with Aerospace Technology reporting significant profit growth [19][21]

【导读】智能物流概念股活跃，9连板牛股西藏旅游大跌 中国基金报记者 晨曦 8月1日上午，A股市场反复震荡。截至午间收盘，三大指数集体收跌：沪指跌0.19%，深成指跌0.15%，创业板指跌0.16%。 全市场半日成交额为1.01万亿元，较上日明显缩量；全市场2967只个股上涨，2176只个股下跌。 盘面上，上午医药、光伏、航空等板块走高，中药、智能物流、SPD等概念股活跃，而石油天然气、餐饮旅游、通信设备、影视等板块调整。 | Wind中国行业指数 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 航空 | 发电设备 | 造纸 | 教育 | 1.63% | 1.62% | 1.12% | 0.89% | | 汽车 | 包装 | 贵金属 | 软饮料 | 0.86% | 0.84% | 0.74% | 0.71% | | 文化传媒 | 通信设备 | 制药 | 多元金融 | -0.71% | 0.69% | 0.54% | -0.74% | | 休闲用品 | 软件 | 钢铁 | 餐饮旅游 | -0.75% | -0.88% | -0 ...

Core Viewpoint - The company reported a revenue of 1.394 billion yuan in 2024, a year-on-year increase of 21.35%, but faced a net loss attributable to shareholders of 58.63 million yuan, marking two consecutive years of losses due to extreme divergence between domestic and international business performance [1] Group 1: Revenue Performance - International revenue reached 338 million yuan, a significant increase of 150.55%, with a gross margin of 22.55% [1][2] - Domestic revenue was 1.023 billion yuan, showing a slight increase of 3.2%, but with a low gross margin of 8.72%, less than 40% of the international business margin [1][2] Group 2: Business Dynamics - The high growth in international markets was driven by large orders from Southeast Asian e-commerce platform Shopee and tire giant Sailun Group, which contributed 127 million yuan and 90.53 million yuan respectively, accounting for over 64% of international revenue [2] - Domestic market challenges stem from a low-price competition strategy that has significantly compressed profit margins, with gross margins for major clients like JD.com and SF Express at only 14.25% and 15.83% respectively [2] Group 3: Financial Risks - Contract liabilities surged to 705 million yuan by the end of 2024, a year-on-year increase of 43.78%, indicating potential cash flow pressures and risks related to project completion delays [3] - The company engaged in significant related-party transactions, including a 47.89 million yuan purchase from Ant Robotics, raising concerns about the fairness of pricing and potential conflicts of interest [3] - Delays in fundraising projects, including the headquarters and R&D center construction, reflect weak strategic execution, with current investment progress at only 31.29% [3]