截至2026年2月10日，公司收盘价为19.05元/股，总市值45.72亿元，今年以来股价上涨1.76%。主营业务 仍聚焦智能物流和智能产线解决方案。 以上内容基于公开资料整理，不构成投资建议。 经济观察网昆船智能（301311）近期未披露重大事件。公司最新动态包括2025年度业绩预告，预计净利 润为负，以及2025年12月日常关联交易额度调整等历史公告。 业绩经营情况 公司2025年1-9月营业收入13.79亿元，归母净利润为负。 股票近期走势 ...

相关上市企业：音飞储存（603066）、昆船智能（301311）、北自科技（603082）、井松智能 （688251）、 相关企业：宝山钢铁股份有限公司、中国铝业集团有限公司、江西铜业集团有限公司、云南铝业股份有 限公司、浙江双箭橡胶股份有限公司、无锡信捷电气股份有限公司、深圳市汇川技术股份有限公司、海 尔智家股份有限公司、珠海格力电器股份有限公司、宁德时代新能源科技股份有限公司、隆基绿能科技 股份有限公司、北大荒农垦集团有限公司 关键词：立体仓库设备、立体仓库设备市场规模、立体仓库设备行业现状、立体仓库设备发展趋势 一、行业概述 立体仓库设备泛指以高层货架（通常高度≥6米）为主体结构，用于实现货物立体化、高密度存储与存 取的一系列设备系统。其本质是通过向垂直空间发展来大幅提升空间利用率。根据自动化程度不同，可 分为依赖人工/叉车操作的"高架库"和高度自动化的"自动化立体仓库"系统。 内容概况：当前，中国立体仓库设备行业正处在从快速扩张向高质量发展转型的关键时期。2024年，中 国立体仓库设备行业市场规模约为435.19亿元，同比增长12.52%。在土地、人工成本持续上升和制造业 利润承压的背景下，企业投资立 ...

1 | 3.内部审计部门和审计委员会的人员构成是否合规（如适 | √ | | --- | --- | | 用） | | | 4.审计委员会是否至少每季度召开一次会议，审议内部审 | √ | | 计部门提交的工作计划和报告等（如适用） | | | 5.审计委员会是否至少每季度向董事会报告一次内部审计 | √ | | 工作进度、质量及发现的重大问题等（如适用） | | | 6.内部审计部门是否至少每季度向审计委员会报告一次内 | | | 部审计工作计划的执行情况以及内部审计工作中发现的问 | √ | | 题等（如适用） | | | 7.内部审计部门是否至少每季度对募集资金的存放与使用 | √ | | 情况进行一次审计（如适用） | | | 8.内部审计部门是否在每个会计年度结束前二个月内向审 | √ | | 计委员会提交次一年度内部审计工作计划（如适用） | | | 9.内部审计部门是否在每个会计年度结束后二个月内向审 | √ | | 计委员会提交年度内部审计工作报告（如适用） | | | 10.内部审计部门是否至少每年向审计委员会提交一次内 | √ | | 部控制评价报告（如适用） | | | 11.从事风险投 ...

Core Viewpoint - Kunshan Intelligent Technology Co., Ltd. is experiencing fluctuations in its stock performance and financing activities, indicating a mixed outlook for the company in the smart logistics and production line solutions sector [1][2]. Group 1: Financial Performance - As of January 20, 2025, Kunshan Intelligent reported a revenue of 1.379 billion yuan for the first nine months, reflecting a year-on-year growth of 7.14% [2]. - The company recorded a net profit attributable to shareholders of -41.5488 million yuan, a significant decrease of 565.41% compared to the previous period [2]. Group 2: Stock and Financing Activities - On January 26, 2025, Kunshan Intelligent's stock price fell by 1.98%, with a trading volume of 72.0724 million yuan [1]. - The financing buy-in amount for the company on the same day was 7.5933 million yuan, while the financing repayment was 8.0001 million yuan, resulting in a net financing buy of -0.4068 million yuan [1]. - The total financing and securities balance for Kunshan Intelligent reached 128 million yuan, accounting for 2.76% of its market capitalization, which is below the 50th percentile level over the past year [1]. Group 3: Shareholder Information - As of January 20, 2025, the number of shareholders for Kunshan Intelligent was 15,700, a decrease of 3.34% from the previous period [2]. - The average circulating shares per shareholder increased by 3.45% to 15,324 shares [2]. - As of September 30, 2025, Hong Kong Central Clearing Limited was the third-largest circulating shareholder, holding 814,000 shares, an increase of 472,600 shares from the previous period [3].

Core Viewpoint - The company, Kunshan Intelligent (301311.SZ), expects a net profit attributable to shareholders of the listed company to be between -90 million and -58 million yuan for 2025, indicating a significant loss compared to the previous year [1] Group 1: Financial Performance - The company anticipates a negative net profit for the reporting period, primarily due to underperformance in business operations, including insufficient new contract signings and a decline in operating revenue compared to the initial business plan [1] - The gross profit margin is expected to decrease due to intensified industry competition and tightened customer budgets for smart logistics and intelligent production line systems and equipment projects [1] Group 2: Legal Issues - The company has initiated lawsuits against Hubei Prograce Technology Group Co., Ltd. and Yashichuangneng Technology (Shanghai) Co., Ltd. due to contract disputes, which are expected to impact the company's financial results by approximately -55.5 million yuan [1] - Specifically, the lawsuit against Hubei Prograce involves 12 projects, with an estimated loss impact of -28.7 million yuan, while the lawsuit against Yashichuangneng is expected to affect the results by -26.8 million yuan [1]

Core Viewpoint - The company, Kunshan Intelligent, is forecasting a significant net loss for the year 2025, with expected net profit attributable to shareholders ranging from -90 million to -58 million yuan, indicating a challenging operational environment and increased competition in the industry [1] Group 1: Financial Performance - The company anticipates a negative net profit for 2025, with both the net profit and the net profit excluding non-recurring gains and losses projected to be between -90 million and -58 million yuan [1] - The expected loss is primarily attributed to insufficient new contract signings, a decline in operating revenue compared to the initial business plan, and intensified competition leading to a decrease in gross profit margin [1] Group 2: Legal Issues - The company has initiated lawsuits against Hubei Progr Technology Group Co., Ltd. and Yashichuangneng Technology (Shanghai) Co., Ltd. due to contract disputes, which are expected to impact the financial results by approximately -55.5 million yuan [1] - Specifically, the lawsuits against Hubei Progr Technology involve 12 projects, with an estimated loss impact of -28.7 million yuan, while the lawsuit against Yashichuangneng Technology is expected to affect the results by -26.8 million yuan [1]

Financial Performance Expectations - The company expects a net profit of approximately -90 million CNY for the year 2025, compared to a profit of 64.015 million CNY in the same period last year[4] - The net profit after deducting non-recurring gains and losses is also projected to be -90 million CNY, down from 12.724 million CNY in the previous year[4] Factors Affecting Performance - The decline in performance is attributed to insufficient new contract signings and a decrease in operating revenue compared to the initial business plan[7] - Increased industry competition has led to tighter customer budgets, resulting in a decrease in gross profit margin for smart logistics and intelligent production line systems[7] Legal Issues Impacting Profit - Legal disputes related to sales contracts are expected to impact the company's profit by approximately -55.5 million CNY, with specific cases against two companies contributing to this loss[7][8] - The lawsuits against Hubei Prograce Technology Group Co., Ltd. and Yashichuangneng Technology (Shanghai) Co., Ltd. are expected to affect profits by -28.7 million CNY and -26.8 million CNY, respectively[8] Financial Data and Reporting - The financial data presented in the earnings forecast has not been audited by a registered accountant[6] - The company has communicated with Tianzhi International Accounting Firm regarding the earnings forecast, and there are no discrepancies in the financial data[5] - The specific financial data will be detailed in the company's 2025 annual report, and investors are advised to make cautious decisions[9] - The earnings forecast period is from January 1, 2025, to December 31, 2025[3]

Core Viewpoint - Kunshan Intelligent Technology Co., Ltd. has won a procurement project from Hunan Tobacco Industrial Co., Ltd. with a bid amount of 7.2999 million yuan, as announced on January 22, 2026 [1] Company Summary - Kunshan Intelligent (301311.SZ) reported a revenue of 2.002 billion yuan in 2024, with a revenue growth rate of -4.04% and a net profit attributable to the parent company of 0.006 billion yuan, reflecting a net profit growth rate of -92.05% [2][3] - In the first half of 2025, the company achieved a revenue of 1.095 billion yuan, marking a revenue growth rate of 24.38%, while the net profit attributable to the parent company was -0.024 billion yuan, with a net profit growth rate of 10.79% [2][3] - The company operates in the industrial sector, with its main product types including system integration services, special vehicles, specialized equipment, and components [2][3] - The revenue composition for 2024 is as follows: intelligent logistics systems and equipment (43.15%), intelligent production line systems and equipment (33.76%), specialized products and related services (18.34%), operation maintenance and spare parts (4.58%), and other businesses (0.17%) [2][3]

Core Viewpoint - The China Shipbuilding sector has shown a positive performance with a 2.73% increase, ranking 10th among concept sectors, driven by significant gains in stocks such as China Shipbuilding Defense and China Power [1][2]. Group 1: Market Performance - As of January 22, the China Shipbuilding sector saw 9 stocks rise, with China Shipbuilding Defense, China Power, and China Marine Defense leading with increases of 7.49%, 7.30%, and 2.85% respectively [1]. - The top-performing concept sectors included domestic aircraft carriers with a 3.82% increase and combustible ice at 3.57%, while the China Shipbuilding sector followed closely with a 2.73% rise [2]. Group 2: Capital Inflow - The China Shipbuilding sector experienced a net capital inflow of 742 million yuan, with 9 stocks receiving inflows, and 6 stocks exceeding 10 million yuan in net inflow [2]. - China Shipbuilding led the inflow with 491 million yuan, followed by China Shipbuilding Defense and China Power with inflows of 142 million yuan and 36.77 million yuan respectively [2][3]. Group 3: Capital Flow Ratios - The top stocks by net capital inflow ratio included China Shipbuilding at 10.70%, China Shipbuilding Defense at 8.18%, and Kunshan Intelligent at 6.45% [3]. - The trading turnover rates for these stocks were also notable, with China Shipbuilding at 1.69% and China Shipbuilding Defense at 6.32% [3].

Group 1 - The core business of the company includes four main areas: intelligent logistics systems and equipment, intelligent production line systems and equipment, operation maintenance and spare parts, and specialized products and related services [2] Group 2 - The company has provided detailed information regarding its specialized products and applications in its prospectus for the initial public offering and listing on the Growth Enterprise Market [2]