兰剑智能今年以来股价涨105.94%，近5个交易日涨1.62%，近20日涨2.92%，近60日涨31.53%。 资料显示，兰剑智能科技股份有限公司位于山东省济南市高新区龙奥北路909号海信龙奥九号1号楼19 层，成立日期2001年2月23日，上市日期2020年12月2日，公司主营业务涉及从事智能仓储物流自动化系 统的研发、设计、生产、销售及服务。主营业务收入构成为：机器人智慧物流系统94.22%，运营维护 服务3.43%，代运营2.28%，其他(补充)0.07%，技术咨询规划服务0.01%。 10月9日，兰剑智能盘中上涨2.05%，截至10:58，报38.80元/股，成交5077.88万元，换手率1.30%，总市 值39.84亿元。 分红方面，兰剑智能A股上市后累计派现1.45亿元。近三年，累计派现9492.59万元。 资金流向方面，主力资金净流入440.71万元，特大单买入190.35万元，占比3.75%，卖出457.78万元，占 比9.02%；大单买入1668.93万元，占比32.87%，卖出960.79万元，占比18.92%。 兰剑智能所属申万行业为：机械设备-通用设备-其他通用设备。所属概念板块包括： ...

9月30日，兰剑智能盘中上涨2.02%，截至09:52，报38.41元/股，成交1870.78万元，换手率0.48%，总市 值39.44亿元。 资金流向方面，主力资金净流入322.89万元，特大单买入0.00元，占比0.00%，卖出227.52万元，占比 12.16%；大单买入762.40万元，占比40.75%，卖出211.99万元，占比11.33%。 兰剑智能所属申万行业为：机械设备-通用设备-其他通用设备。所属概念板块包括：快递概念、智慧物 流、小盘、跨境电商、机器人概念等。 截至6月30日，兰剑智能股东户数5605.00，较上期减少4.76%；人均流通股18235股，较上期增加 5.00%。2025年1月-6月，兰剑智能实现营业收入6.23亿元，同比增长19.54%；归母净利润4136.26万元， 同比增长11.89%。 分红方面，兰剑智能A股上市后累计派现1.45亿元。近三年，累计派现9492.59万元。 机构持仓方面，截止2025年6月30日，兰剑智能十大流通股东中，鹏华碳中和主题混合A（016530）位 居第八大流通股东，持股131.71万股，为新进股东。 责任编辑：小浪快报 兰剑智能今年以来股价 ...

9月29日，兰剑智能盘中上涨2.04%，截至10:14，报38.05元/股，成交2644.50万元，换手率0.69%，总市 值39.07亿元。 分红方面，兰剑智能A股上市后累计派现1.45亿元。近三年，累计派现9492.59万元。 资金流向方面，主力资金净流入292.36万元，特大单买入137.24万元，占比5.19%，卖出203.53万元，占 比7.70%；大单买入790.07万元，占比29.88%，卖出431.42万元，占比16.31%。 机构持仓方面，截止2025年6月30日，兰剑智能十大流通股东中，鹏华碳中和主题混合A（016530）位 居第八大流通股东，持股131.71万股，为新进股东。 兰剑智能今年以来股价涨101.96%，近5个交易日跌1.19%，近20日涨3.34%，近60日涨24.22%。 责任编辑：小浪快报 资料显示，兰剑智能科技股份有限公司位于山东省济南市高新区龙奥北路909号海信龙奥九号1号楼19 层，成立日期2001年2月23日，上市日期2020年12月2日，公司主营业务涉及从事智能仓储物流自动化系 统的研发、设计、生产、销售及服务。主营业务收入构成为：机器人智慧物流系统94.22% ...

Investment Rating - The report assigns a rating of "Accumulate" to the company with a target price of 45.30 CNY, while the current price is 37.48 CNY [5]. Core Insights - The company has a rich downstream scenario and outstanding capability for intelligent implementation, with high long-term investment in R&D and rapid order growth, indicating that performance is expected to enter a sustained release period [2]. Financial Summary - Total revenue is projected to grow from 976 million CNY in 2023 to 2,672 million CNY in 2027, with a compound annual growth rate (CAGR) of approximately 20.8% [4]. - Net profit attributable to the parent company is expected to increase from 110 million CNY in 2023 to 283 million CNY in 2027, reflecting a CAGR of about 27.3% [4]. - The earnings per share (EPS) is forecasted to rise from 1.08 CNY in 2023 to 2.75 CNY in 2027 [4]. Revenue Forecast and Valuation - The company’s revenue is expected to grow significantly, with a projected increase of 30% in 2025, 40% in 2026, and 20% in 2027 for its core business [14]. - The report uses a price-to-earnings (PE) ratio of 30x for 2025, leading to a target price of 45.3 CNY per share [17]. Business Model and Market Position - The company operates in the intelligent logistics sector, focusing on smart robots and comprehensive logistics solutions, and is one of the few in the industry with self-developed hardware and software capabilities [19][22]. - The company has established a strong market presence with a significant increase in orders, achieving 15 billion CNY in new orders in the first half of 2025, a 96% year-on-year growth [23][14]. R&D and Technological Investment - The company maintains a high level of R&D investment, with a research expense ratio consistently above 8% since 2020, and 10.33% in the first half of 2025 [40][4]. - The focus areas for R&D include intelligent algorithms, digital twins, and 3D visual recognition technologies [10]. Financial Performance - The company has demonstrated strong financial performance, with revenue growing from 151 million CNY in 2017 to 1,207 million CNY in 2024, representing a CAGR of 34.6% [29]. - The net profit has also seen substantial growth, increasing from 5 million CNY in 2017 to 112 million CNY in 2024, with a CAGR of 54.6% [29].

Group 1 - The core viewpoint of the news is that Lanjian Intelligent has shown a significant increase in stock price, reaching 38.10 yuan per share with a market capitalization of 3.912 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 revenue coming from robotic smart logistics systems [1] - The company was established on February 23, 2001, and went public on December 2, 2020 [1] Group 2 - Allianz Fund holds a significant position in Lanjian Intelligent, with its Allianz China Select Mixed A fund owning 133,700 shares, representing 3.16% of the fund's net value [2] - The fund has achieved a year-to-date return of 48.13% and a one-year return of 75.05%, ranking 995 out of 8172 and 1361 out of 7980 respectively [2] - The fund manager, Cheng Yu, has been in position for 8 years and 314 days, with the best fund return during his tenure being 73.14% [3]

Company Overview - Lanjian Intelligent Technology Co., Ltd. is located in Jinan, Shandong Province, and was established on February 23, 2001. It was listed on December 2, 2020. The company specializes in the research, design, production, sales, and service of intelligent warehousing and logistics automation systems [2]. Financial Performance - For the first half of 2025, Lanjian Intelligent achieved operating revenue of 623 million yuan, representing a year-on-year growth of 19.54%. The net profit attributable to shareholders was 41.36 million yuan, with a year-on-year increase of 11.89% [2]. - Since its A-share listing, Lanjian Intelligent has distributed a total of 145 million yuan in dividends, with 94.93 million yuan distributed over the past three years [3]. Stock Performance - As of September 8, Lanjian Intelligent's stock price increased by 103.82% year-to-date, with a 4.29% rise over the last five trading days, 4.21% over the last 20 days, and 37.78% over the last 60 days [2]. - The stock was trading at 38.40 yuan per share, with a market capitalization of 3.943 billion yuan as of September 8 [1]. Shareholder Information - As of June 30, 2025, the number of shareholders for Lanjian Intelligent was 5,605, a decrease of 4.76% from the previous period. The average circulating shares per person increased by 5% to 18,235 shares [2]. - Among the top ten circulating shareholders, Penghua Carbon Neutral Theme Mixed A (016530) is the eighth largest shareholder, holding 1.3171 million shares as a new investor [3]. Business Segmentation - The company's main business revenue composition includes: 94.22% from robotic smart logistics systems, 3.43% from operation and maintenance services, 2.28% from agency operations, 0.07% from other services, and 0.01% from technical consulting and planning services [2].

Group 1 - The core viewpoint of the news is that Lanjian Intelligent has seen a significant stock price increase of 5.65%, reaching 37.19 yuan per share, with a total market capitalization of 3.819 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, indicating a relatively recent entry into the public market [1] Group 2 - Allianz Fund holds a significant position in Lanjian Intelligent, with its Allianz China Select Mixed A Fund owning 133,700 shares, accounting for 3.16% of the fund's net value, making it the fifth-largest holding [2] - The Allianz China Select Mixed A Fund has achieved a year-to-date return of 29.14% and a one-year return of 52.64%, ranking 1700 out of 8178 and 1854 out of 7978 respectively in its category [2] - The fund manager, Cheng Yu, has been in the position for 8 years and 302 days, with the fund's total asset size currently at 126 million yuan [2]

Core Insights - The stock price of Lanjian Intelligent is reported at 35.44 yuan, down 1.56% from the previous trading day, with a market capitalization of 3.639 billion yuan and a price-to-earnings ratio of 43.99 times [1] Financial Performance - For the first half of 2025, the company achieved operating revenue of 623 million yuan, representing a year-on-year growth of 19.54% [1] - The net profit attributable to shareholders was 41.3626 million yuan, an increase of 11.89% year-on-year [1] - The overseas market showed significant performance, with overseas revenue reaching 56.2813 million yuan, a substantial year-on-year increase of 164.1% [1] Order and R&D Insights - The company secured new orders worth 1.5 billion yuan in the first half of the year, marking a year-on-year growth of 96%, with overseas projects accounting for 140 million yuan [1] - As of the end of June, the total orders on hand amounted to 2.06 billion yuan, reflecting a year-on-year increase of 56.89% [1] - R&D investment for the first half of the year was 64.3679 million yuan, up 18.21% year-on-year, constituting 10.33% of operating revenue [1]

Core Insights - Lanjian Intelligent Technology Co., Ltd. reported a revenue of 623 million yuan for the first half of 2025, representing a year-on-year growth of 19.54% [1] - The net profit attributable to shareholders was 41.36 million yuan, an increase of 11.89% year-on-year, with positive cash flow from operating activities [1] - The company focused on its core business in robotic smart logistics systems and successfully delivered multiple projects across various industries, contributing to steady revenue growth [1] Revenue and Orders - The overseas revenue reached 56.28 million yuan, a significant increase of 164.1% year-on-year, driven by participation in international trade shows [1] - New orders for the first half of the year totaled 1.5 billion yuan, a year-on-year increase of 96%, with overseas project orders amounting to 140 million yuan [1] - As of the end of June, the company had a backlog of orders worth 2.06 billion yuan, reflecting a year-on-year growth of 56.89% [1] R&D and Innovation - Research and development investment amounted to 64.37 million yuan, up 18.21% year-on-year, accounting for 10.33% of total revenue [2] - The company completed the development of several new products and secured 53 new intellectual property rights, including 2 invention patents and 24 utility model patents [2] Shareholder Returns and Future Outlook - The company completed a cash dividend distribution of 3.3 yuan per 10 shares, totaling 33.73 million yuan, with cumulative dividends since listing reaching 145 million yuan [2] - A share repurchase plan was initiated, with a total planned repurchase amount between 10 million and 20 million yuan, indicating confidence in long-term development [2] - The company aims to continue its global strategy, deepen technological innovation, and expand applications across multiple industries [2]

Core Viewpoint - Lanjian Intelligent (688557.SH) reported a revenue of 623 million yuan for the first half of 2025, marking a year-on-year growth of 19.54% and a net profit attributable to shareholders of 41.36 million yuan, reflecting an 11.89% increase [1] Financial Performance - The company's revenue increased by 19.54% year-on-year, driven by its focus on the robotics smart logistics system industry and increased R&D investment and technological innovation [1] - The net profit attributable to shareholders rose by 11.89%, while the non-recurring net profit decreased by 1.34% [1] - Basic earnings per share stood at 0.40 yuan [1] R&D Investment - R&D investment increased by 9.91 million yuan year-on-year, although the proportion of R&D investment to revenue slightly decreased due to the larger revenue growth [1]