东杰智能（300486）(300486.SZ)发布公告，公司与新西兰阿尔法罗技资本有限公司、大炎投资(海南)有 限公司、遨博(山东)智能机器人有限公司在自愿、平等、互利、诚信原则基础上签订战略合作框架协 议。 项目建设周期如下：短期目标(1-2年)在园区建设初期，完成基础设施建设和部分核心功能区的搭建，实 现医药冷链仓储物流的基本运营。长期目标(3-5年)产业链上下游企业初步集聚，形成一定的产业规模和 区域影响力，园区成为国内外知名的医药产业基地，医药冷链仓储物流、生产和研发等业务全面成熟， 产业链完整，与"一带一路"沿线为主的各国家和地区建立广泛的合作关系，对区域经济发展产生重要带 动作用。2026年开始一期建设，一期计划用地200亩，按服务中心、办公、研发、配套设施、生产分 装、冷库发货、货物查验、物流仓库、质管部门等功能规划。其中，数智化立体仓库面积约为10.58万 平方米(约31万托储位)，预算金额约为8.7亿元人民币，计划2027年底投入使用。 本协议仅为合作框架协议，是四方后续具体合作的基础，具体合同尚需各方达成一致后签署，无法准确 预测对公司财务状况、经营成果的影响。 ...

格隆汇11月24日｜东杰智能(300486.SZ)公告称，公司与新西兰阿尔法罗技资本有限公司、大炎投资 （海南）有限公司、遨博（山东）智能机器人有限公司签订战略合作框架协议，计划在2026-2027年建 设10.58万平方米数智化立体仓库，预算金额约为8.7亿元。该协议为框架协议，具体合同尚需各方达成 一致后签署，对公司本年度财务状况、经营成果的影响存在不确定性。 ...

Core Viewpoint - The report outlines the continuous supervision of the company by Huazhong Securities during the first half of 2025, highlighting the absence of major issues requiring rectification and detailing various risks faced by the company in its operations and financial performance [1][10]. Continuous Supervision Work - Huazhong Securities has fulfilled its continuous supervision responsibilities without identifying any significant issues requiring rectification for the company during the supervision period [1]. Major Risk Factors Operational Risks - The company faces risks related to the inability to develop new customers, which could lead to a decline in operational performance [2]. - Project acceptance times are heavily influenced by clients, potentially causing significant fluctuations in revenue across accounting periods [2]. - Fluctuations in raw material prices, particularly steel and purchased components, pose a risk to business operations and performance [3]. Financial Risks - The company has accounts receivable valued at 481.24 million and contract assets valued at 84.10 million, with potential for bad debts impacting financial performance [4][5]. - Investment projects funded by the IPO may lead to a short-term decline in return on equity due to the time required to realize expected benefits [5]. - The gross profit margin for the first half of 2025 was 18.83%, down from 23.84% the previous year, indicating potential volatility in profitability [5][12]. Technical Risks - The company must continuously innovate and develop new products to maintain competitiveness; failure to do so could adversely affect operations [6]. - Risks exist regarding the potential leakage or theft of core technologies, which could undermine competitive advantages [7]. - The company faces challenges in retaining technical talent, which is crucial for sustaining its competitive edge [7]. Project Management Risks - As the company expands its business scale, the demand for enhanced project management capabilities increases, which could impact operational efficiency if not addressed [8]. Major Violations - There were no significant violations reported for the company during the first half of 2025 [10]. Financial Performance Indicators - The company reported a net profit of 498,700, a 98.05% decrease year-on-year, primarily due to gross margin fluctuations [12]. - Cash flow from operating activities increased by 116.90% to 10.72 million, attributed to improved management of supplier payment terms and inventory turnover [12]. - The net asset value decreased by 1.64% to 827.20 million, mainly due to dividend distributions [12]. Core Competitiveness - The company maintains its core competitiveness in the intelligent warehousing logistics equipment sector, focusing on R&D and manufacturing, with no adverse changes reported in its competitive position [13][14]. R&D Expenditure and Progress - R&D expenses for the first half of 2025 were 32.93 million, a 3.77% increase from the previous year, reflecting the company's commitment to innovation [15]. - The company added 12 new patents and 17 software copyrights, totaling 221 patents and 105 software copyrights by the end of June 2025 [15]. Use of Raised Funds - As of June 30, 2025, the company had a balance of 280.63 million in raised funds, with compliance in the management and use of these funds [17][18]. Shareholding and Management Changes - There were no changes in shareholding or pledging of shares by major stakeholders during the first half of 2025 [19].

格隆汇8月1日丨兰剑智能(688557.SH)公布，截至2025年7月31日，公司通过上海证券交易所交易系统以 集中竞价交易方式累计回购股份151,890股，占公司总股本的比例为0.15%，回购成交的最高价为33.29 元/股，最低价为32.61元/股，支付的资金总额为人民币499.92万元（不含印花税、交易佣金等交易费 用）。 ...