Jizhijia (02590) cornerstone ban is about to be lifted, the biggest cornerstone investor Xiongan Fund and others have stated that they will not reduce their holdings

The Zhitong Finance App learned that as the “world's first stock of warehousing robots,” JiZhijia (02590) will enter the first unban period after listing on January 9. This time, the ban will be lifted for cornerstone investors, while the old shareholders will lift the ban in July 2026. Faced with the lifting of the cornerstone ban, cornerstone investors such as Xiongan Fund have stated that they will not rush to reduce their holdings due to the lifting of the ban, and will support the company's development for a long time.

It is worth noting that Jizhijia recently moved its headquarters to Xiong'an and is deeply integrated into the robot industry ecosystem in Xiong'an New Area, injecting strong momentum into the innovation and development of the robot industry. As Jizhijia's largest cornerstone investor, Zhang Le, general manager of Xiongan Fund, said that currently the robot industry is evolving intelligently at an accelerated pace, and the global robot industry is entering a period of opportunity for rapid development. Xiong'an New Area actively lays out and develops the robotics industry, nurtures and develops new quality productivity, and strives to create a highland of innovation and entrepreneurship in the new era.

“Jizhijia is an important part of the robot industry layout in Xiong'an New Area. The company has not only built deep technical barriers, but has also embarked on a mature and replicable commercialization path, and its results in expanding the global market are obvious to all. Based on Xiong'an New Area's long-term blueprint to build a highland of innovation in the robotics industry, we are firmly optimistic about the development prospects and long-term value of Jizhijia, and the lifting of the ban will not shake our long-term determination. As a leading AI+ robot company, Jizhijia will play a leading role in the intelligent transformation of the global industry and the wave of embodied intelligence, and its long-term value will continue to be realized along with industrial transformation, and we are full of confidence in this.”

The Hong Kong Stock Exchange is imminent, boosting both market confidence and liquidity

In addition to the cornerstone investors being optimistic about Gizhijia, the capital market's recognition of Gizhijia also continues to heat up. On December 8, Jizhijia was officially included in the Hang Seng Composite Index, becoming one of only two robotics component companies in the Hong Kong stock market. Inclusion in the Hang Seng Composite Index means that the company has reached high market standards in terms of market value, liquidity, etc., which helps attract more passive capital and brings about a significant increase in liquidity. Furthermore, it also means that Jizhijia will later enter the Hong Kong Stock Connect on February 6 to attract more mainland investors to participate and further increase the company's stock price and valuation.

Industry analysis points out that Cornerstone investors have clearly not reduced their holdings, building a solid foundation of confidence for the smooth transition of the Cornerstone ban period. Combined with the favorable expectations that the company is expected to be included in the Hong Kong Stock Connect next month, the two positive signals have resonated and released, providing strong support for the stability of the company's stock price and valuation.

Embracing intelligence and expanding tactics, general-purpose warehousing robots will soon be introduced

Behind the confidence endorsement of the capital market is Jizhijia's continued deep cultivation and forward-looking layout in the core technology field. At the level of technological innovation, Jizhijia uses the unique path of “scenario before technology” to seize the first-mover advantage of embodying intelligence on the warehousing automation circuit. The company established an intelligent subsidiary in July 2025. It has successively released a general robotic arm operation technology solution, Geek+ Brain, a dedicated intelligent pedestal model for warehousing scenarios, and the industry's first full-process unmanned picking robot solution to successfully overcome the problem of accurate picking of hyperscale product SKUs, push intelligent warehousing from “local intelligence” to “full process intelligence”, and raise the level and landing prospects of unmanned warehouses to a new level.

With the unmanned implementation of the entire picking process, the company continues to increase technology research and development. It is reported that the general storage robot independently developed by the company may be officially released in the near future.

High performance+seven consecutive championships in market share, long-term value of commercialization and globalization two-wheel drive

The company's strong performance growth momentum, solid commercialization results, and leading global market position have also been recognized by the capital market.

In terms of performance, Jizhijia's growth momentum is strong. It continues to maintain the position of “the largest revenue scale and the best profit performance” in the Hong Kong stock robotics sector, leading the ToB intelligent robot field. In the first half of 2025, the company achieved revenue of 1,025 billion yuan, an increase of 31% year on year, of which overseas market revenue reached 815 million yuan, accounting for nearly 80% of total revenue; gross profit increased 43.1% year on year to 360 million yuan, and adjusted EBITDA was corrected for the first time. Net loss narrowed sharply by 94%, approaching the inflection point of profit, and is expected to become the first profitable Hong Kong stock listed robot company. In addition, Jizhijia received new orders of 1,760 billion yuan in the first half of the year, an increase of 30.1% over the previous year. Among them, there was no shortage of large orders exceeding 100 million yuan. This is enough to confirm that Jizhijia's profit path is clear, the business has both sustainability and rapid growth potential, and is already on the fast track to commercialization.

The outstanding performance stems from the remarkable results of Gizhijia's global layout. The company has maintained a leading position in the global AMR market, fully unleashing its profit potential. According to data from Interact Analysis's “2025 Mobile Robot Market Report”, an authoritative market research agency, Jizhijia has ranked first in the global autonomous mobile robot (AMR) market share for seven consecutive years. The company's business covers more than 40 countries and regions around the world. As of June 30, 2025, Jizhijia has delivered more than 66,000 robots to serve more than 850 end customers, including more than 65 Forbes Fortune 500 companies, with a customer repurchase rate of over 80%. This shows that the company's products are gradually becoming the core infrastructure in the global supply chain system.

Looking at the industry outlook, the global AMR solutions market is growing strongly. According to Insight Consulting's forecast, the market will expand at a compound annual growth rate of 33% from 2024 to 2029, and the market size is expected to exceed RMB 162 billion in 2029. At the same time, the penetration rate of AMR solutions in the field of warehousing automation has increased dramatically to 20.2%, and the booming circuit has built strong support for the growth of Gizhijia.

In summary, Jizhijia has a leading position in the industry, a mature business model, a continuous clear profit path, and has been firmly recognized by cornerstone investors. As fundamentals continue to be consolidated, the prospects for superimposed racetracks continue to improve, and their growth certainty is further consolidated.