登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688251 证券简称：井松智能 公告编号：2026-004 合肥井松智能科技股份有限公司 2025年度业绩快报公告 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。 本公告所载2025年度主要财务数据为合肥井松智能科技股份有限公司（以下简称"公司"）初步核算数 据，未经会计师事务所审计，具体数据以公司2025年年度的定期报告为准，提请投资者注意投资风险。 一、2025年度主要财务数据和指标 单位：人民币元 ■ 注：1.根据《公开发行证券的公司信息披露编报规则第9号一一净资产收益率和每股收益的计算及披 露》，为保持基本每股收益可比性，上年同期基本每股收益按照本报告期资本公积转股后的股本计算。 其他本报告期初数同法定披露的上年年末数一致。 二、经营业绩和财务状况情况说明 （一）报告期的经营情况、财务状况及影响经营业绩的主要因素 报告期内公司实现营业总收入102,203.85万元，较上年同期增长22.25%；实现营业利润3,138.95万元， 较上年同期减少27.05% ...

报告期内，公司营业总收入实现稳健增长，主要得益于智能仓储物流系统业务收入的持续提升，以及以 智能叉取机器人（FMR）为代表的关键设备业务因区域办事处深耕与本土化布局稳步推进，收入较上 年同期有所增加。 格隆汇2月27日丨井松智能(688251.SH)发布2025年度业绩快报，报告期内，公司实现营业总收入10.22亿 元，较上年同期增长22.25%；实现归属于母公司所有者的净利润3,303.28万元，较上年同期减少 23.02%；实现归属于母公司所有者的扣除非经常性损益的净利润2,811.72万元，较上年同期减少 24.65%。 ...

井松智能公告，2025年度实现营业总收入10.22亿元，同比增长22.25%；净利润为3303.28万元，同比下 降23.02%。报告期内，公司营业总收入实现稳健增长，主要得益于智能仓储物流系统业务收入的持续 提升，以及以智能叉取机器人（FMR）为代表的关键设备业务因区域办事处深耕与本土化布局稳步推 进，收入较上年同期有所增加。 ...

Core Viewpoint - The company, Geek+, has seen a significant increase in its stock price, rising over 4% following the announcement of a new order in Eastern Europe, indicating strong growth potential in this market [1] Group 1: Company Developments - Geek+ has secured a 200 million yuan order from a well-known fashion retail group in Eastern Europe, contributing to a total order value of nearly 500 million yuan in the region for 2025 [1] - The Eastern European market is emerging as a new growth point for the company's overseas business, showcasing the effectiveness of its global expansion strategy and the maturity of its business model [1] Group 2: Industry Context - The e-commerce and logistics sectors in Eastern Europe are experiencing rapid growth, with increasing demand for warehouse automation solutions [1] - In response to this trend, Geek+ has established an office and team in Poland, leveraging its advanced technology solutions and deep understanding of local market needs to implement multiple smart warehouse projects [1]

Group 1 - The core viewpoint of the news is that JingSong Intelligent has seen a stock price increase of 5.39%, reaching 25.21 CNY per share, with a total market capitalization of 2.54 billion CNY [1] - The company, Hefei JingSong Intelligent Technology Co., Ltd., specializes in intelligent warehousing logistics systems, with 86.79% of its revenue coming from intelligent logistics systems, 10.40% from intelligent logistics equipment, and 2.80% from other sources [1] - The company was established on March 13, 2007, and went public on June 6, 2022 [1] Group 2 - Among the top ten circulating shareholders of JingSong Intelligent, Yongying Fund's advanced manufacturing mixed fund has entered the list, holding 3.34 million shares, which is 5.56% of the circulating shares [2] - The fund, established on May 4, 2023, has a current scale of 4.697 billion CNY and has achieved a year-to-date return of 67.73%, ranking 265 out of 8130 in its category [2] - The fund has a one-year return of 98.07%, ranking 72 out of 8054 in its category, and a cumulative return since inception of 112.15% [2] Group 3 - The fund manager of Yongying Advanced Manufacturing Mixed Fund is Zhang Lu, who has a tenure of 6 years and 120 days [3] - The total asset size of the fund managed by Zhang Lu is 22.921 billion CNY, with the best fund return during his tenure being 107.04% and the worst being -60.31% [3]

Core Viewpoint - Dongjie Intelligent (300486.SZ) has signed a strategic cooperation framework agreement with Alpha Logic Capital Limited from New Zealand, Dayan Investment (Hainan) Co., Ltd., and Aobo (Shandong) Intelligent Robot Co., Ltd. to develop a pharmaceutical cold chain logistics park [1] Summary by Sections Project Goals - Short-term goals (1-2 years) include completing infrastructure construction and establishing core functional areas for basic operations of pharmaceutical cold chain logistics [1] - Long-term goals (3-5 years) aim to gather upstream and downstream enterprises, forming a significant industrial scale and regional influence, making the park a well-known pharmaceutical industry base domestically and internationally [1] Project Timeline and Details - Phase one construction is set to begin in 2026, covering an area of 200 acres, with plans for service centers, offices, R&D, supporting facilities, production, cold storage, logistics warehouses, and quality control departments [1] - The intelligent three-dimensional warehouse will have an area of approximately 105,800 square meters (about 310,000 storage positions), with a budget of approximately 870 million RMB, expected to be operational by the end of 2027 [1] Agreement Nature - The agreement is a framework for future cooperation, and specific contracts will need to be agreed upon by all parties, making it difficult to predict its impact on the company's financial status and operational results [1]

Group 1 - The core viewpoint of the news is that Lanjian Intelligent has seen a stock price increase of 5.1%, reaching 38.11 yuan per share, with a total market capitalization of 3.913 billion yuan [1] - Lanjian Intelligent specializes in the research, design, production, sales, and service of intelligent warehousing and logistics automation systems, with 94.22% of its main business revenue coming from robotic smart logistics systems [1] - The company was established on February 23, 2001, and went public on December 2, 2020, located in Jinan, Shandong Province [1] Group 2 - Xinhua Fund has a significant holding in Lanjian Intelligent, with the Xinhua Small and Medium-sized Value Selection Mixed Fund (519097) holding 15,800 shares, representing 0.81% of the fund's net value [2] - The fund has achieved a year-to-date return of 44.21%, ranking 1164 out of 8154 in its category, and a one-year return of 36.82%, ranking 1541 out of 8025 [2] Group 3 - The fund manager of Xinhua Small and Medium-sized Value Selection Mixed Fund is Wang Yongming, who has been in the position for 8 years and 252 days, with the fund's total asset size at 266 million yuan [3] - During Wang Yongming's tenure, the best fund return was 44.76%, while the worst return was -16.47% [3]

Group 1 - The core viewpoint of the news is that Lanjian Intelligent has seen a stock price increase of 5.03%, reaching 37.41 CNY per share, with a total market capitalization of 3.841 billion CNY [1] - Lanjian Intelligent specializes in the research, design, production, sales, and service of intelligent warehousing and logistics automation systems, with 94.22% of its main business revenue coming from robotic smart logistics systems [1] - The company was established on February 23, 2001, and went public on December 2, 2020, located in Jinan, Shandong Province [1] Group 2 - Xinhua Fund has a significant holding in Lanjian Intelligent, with the Xinhua Small and Medium-sized Value Selection Mixed Fund (519097) holding 15,800 shares, representing 0.81% of the fund's net value [2] - The Xinhua Small and Medium-sized Value Selection Mixed Fund has achieved a year-to-date return of 37.6% and a one-year return of 33.45%, ranking 1491 out of 8234 and 2373 out of 8095 respectively [2] - The fund manager, Wang Yongming, has been in position for 8 years and 248 days, with the fund's total asset size at 266 million CNY [3]

Group 1 - The core point of the news is that Lanjian Intelligent experienced a decline of 5.28% in its stock price, reaching 36.25 CNY per share, with a trading volume of 53.02 million CNY and a turnover rate of 1.38%, resulting in a total market capitalization of 3.722 billion CNY [1] - Lanjian Intelligent Technology Co., Ltd. is located in Jinan, Shandong Province, and was established on February 23, 2001, with its listing date on December 2, 2020. The company specializes in the research, design, production, sales, and service of intelligent warehousing and logistics automation systems [1] - The main business revenue composition of Lanjian Intelligent includes: 94.22% from robotic smart logistics systems, 3.43% from operation and maintenance services, 2.28% from agency operation, 0.07% from other supplementary services, and 0.01% from technical consulting and planning services [1] Group 2 - Allianz Fund has one fund heavily invested in Lanjian Intelligent, specifically the Allianz China Select Mixed A Fund (021981), which held 133,700 shares in the second quarter, accounting for 3.16% of the fund's net value, making it the fifth-largest holding [2] - The Allianz China Select Mixed A Fund (021981) was established on September 3, 2024, with a latest scale of 103 million CNY. Year-to-date, it has achieved a return of 46.57%, ranking 1089 out of 8160 in its category; over the past year, it has returned 41.54%, ranking 1837 out of 8021; and since inception, it has returned 73.25% [2] - The fund manager of Allianz China Select Mixed A is Cheng Yu, who has been in the position for 8 years and 344 days, managing total assets of 126 million CNY, with the best fund return during his tenure being 70.97% and the worst being 9.1% [2]

Core Insights - On October 13, Jingsong Intelligent experienced a decline of 1.66% with a transaction volume of 107 million yuan [1] - The company reported a financing net buy of -1.727 million yuan on the same day, indicating a higher level of financing activity compared to the past year [1] - As of June 30, the number of shareholders increased by 5.37%, while the average circulating shares per person decreased by 5.10% [2] Financing and Trading Activity - On October 13, Jingsong Intelligent had a financing buy amount of 8.2295 million yuan, with a total financing balance of 87.8288 million yuan, representing 4.93% of the circulating market value [1] - The financing balance is above the 90th percentile level for the past year, indicating a high level of financing [1] - There were no short selling activities reported on the same day, with a short selling balance of 0 yuan [1] Financial Performance - For the first half of 2025, Jingsong Intelligent achieved a revenue of 357 million yuan, reflecting a year-on-year growth of 3.18% [2] - The net profit attributable to the parent company was 498,700 yuan, showing a significant decline of 98.05% year-on-year [2] Dividend Information - Since its A-share listing, Jingsong Intelligent has distributed a total of 36.8271 million yuan in dividends [3]