格隆汇12月1日｜有投资者在互动平台向兰剑智能提问：据悉比亚迪已经开始大规模使用amr机器人， 公司是否为其供货？ 兰剑智能回复称，公司的搬运机器人(AGV)、穿梭机器人(穿梭车)、仓储机器人(堆垛机)、自主移动机 器人(AMR)等智能物流系统已大规模应用到联想、宁德时代、比亚迪等多个项目的机器人物流系统中。 ...

每经AI快讯，12月1日，兰剑智能在互动平台表示，公司的搬运机器人(AGV)、穿梭机器人(穿梭车)、 仓储机器人(堆垛机)、自主移动机器人(AMR)等智能物流系统已大规模应用到联想、宁德时代 （300750）、比亚迪（002594）等多个项目的机器人物流系统中。 ...

Core Viewpoint - The company, Lanjian Intelligent (688557), is actively expanding its overseas market presence and has a strong order backlog across various industries, while also focusing on technological innovation and self-research capabilities in its product offerings [1][3][10]. Group 1: Overseas Market Expansion - The company is expanding its overseas market through three main strategies: participating in international logistics exhibitions, following domestic companies that establish overseas factories, and collaborating with multinational projects [2]. - It has established three overseas subsidiaries in Germany, the United States, and Hungary to better serve global customers [2]. Group 2: Order Situation and Industry Applications - The company has a robust order backlog, with its intelligent logistics systems applied in multiple sectors including semiconductors, new energy, aerospace, petrochemicals, automotive, food and beverage, electronics, tobacco, pharmaceuticals, e-commerce, and engineering machinery [3]. Group 3: Technological Development - The company has partnered with Shandong University to establish a "Logistics Embodied Intelligent Robot Research Institute" to accelerate the development and commercialization of humanoid robots in logistics [4]. - The company closely monitors trends in humanoid robot technology and evaluates the maturity and application scenarios of related technologies [4]. Group 4: Product Development and Manufacturing - All intelligent logistics robots are independently developed and manufactured by the company, with over 80% of the products being self-researched and produced [5]. Group 5: Financial Performance - In Q3 2025, the company's gross margin was 26.80%, a decrease of 1.68 percentage points year-on-year, influenced by varying gross margins across different industries [6]. - The company reported a revenue of 1.131 billion yuan for the first three quarters of 2025, a year-on-year increase of 35.68%, and a net profit of 93.75 million yuan, up 47.54% year-on-year [10]. Group 6: Competitive Advantages - The company's competitive advantages include a fully self-researched and manufactured product line, technological innovation that enhances product performance and quality, and innovative solutions tailored to market needs [8]. Group 7: Client Base - The company provides logistics solutions to over 1,000 clients across various industries, including home appliances, new energy, automotive, and large-scale retail [9].