According to the IPO news, Jizhijia, the "world's first stock of warehousing robots", recently won a new order worth 200 million yuan in the Eastern European market. The total order amount in Eastern Europe by 2025 is nearly 500 million yuan, making Eastern Europe a new engine for Jizhijia's overseas business growth.
With the rapid development of e-commerce and logistics industries in Eastern Europe, Jizhijia has achieved excellent results in this region and has successively built multiple benchmark projects. The successful implementation and value realization of the project have continuously increased the brand reputation and market influence of Jizhijia in the local area, laying a solid foundation for its further rapid growth in European business.
It is reported that Jizhijia has established an Eastern European office and team in Poland, continuously cultivating the Eastern European market, expanding its leading advantages, and creating a new growth engine for overseas business.
The consecutive breakthroughs in the Eastern European market are also a microcosm of Jizhijia's expansion in Europe. Recently, the company has implemented smart warehouses in multiple countries such as Denmark, Italy, and the United Kingdom, confirming the effectiveness of Jizhijia's deep cultivation strategy in the European market.
Looking back at 2025, Jizhijia has made significant progress in overseas markets such as Europe, reflecting the high level of the global warehousing robot race. It is not difficult to see that under the dual drive of global supply chain restructuring and the demand for cost reduction and efficiency improvement by enterprises, this track is releasing huge market space and growth potential.
The largest cornerstone investor emphasizes long-term optimism towards Jizhijia
Additionally, it should be noted that as the six-month unlocking period approaches (note: this unlocking only involves cornerstone investors holding shares, accounting for approximately 3.28% of the total share capital), the largest cornerstone investors of Jizhijia, such as Xiong'an Fund, have given a statement of "no reduction in holdings" and long-term optimism.
Zhang Le, General Manager of Xiong'an Fund, emphasized that Jizhijia is an important subsidiary of Xiong'an New Area's robot industry layout. The company has not only built a deep technical barrier, but also embarked on a mature and replicable commercial path, and its global market expansion achievements are evident to all. Based on the long-term blueprint of building a highland of innovation in the robotics industry in Xiong'an New Area, we firmly see the development prospects and long-term value of Jizhijia. The lifting of the ban will not shake our long-term holding determination. As a leading AI+robot enterprise, Jizhijia will play a leading role in the global industrial intelligent transformation and embodied intelligence wave, and its long-term value will continue to be realized with the industrial transformation. We are full of confidence in this. ”
According to Zhang Le, Xiong'an New Area actively plans to develop the robot industry, cultivate and develop new quality productivity, and strive to create a new era of innovation highland and entrepreneurial hotbed. Jizhijia, on the other hand, has a close cooperation with Xiong'an and has recently relocated its headquarters to Xiong'an, deeply integrating into the robot industry ecosystem of Xiong'an New Area, injecting momentum into the innovative development of the robot industry.
In fact, in addition to the statements of the largest cornerstone investors, Jizhijia has recently won the consensus of domestic and foreign top investment banks/brokers including China Merchants Securities International, CICC, Morgan Stanley, Bank of America, Daiwa Securities, etc. - among them, China Merchants Securities International believes that Jizhijia will lead the warehousing reform through AI robots and will achieve large-scale profits in 2026; CICC first proposed the positioning of "AI+scenario based comprehensive intelligent agent", believing that AI empowerment will significantly "thicken" the development ceiling of Jizhijia; Bank of America expects its valuation to approach 15 times PS by 2026, with earnings per share expected to increase by 55% year-on-year by 2028; Daiwa Securities directly raised its target price to HK $38 per share, which has about 70% of the increase compared with the current share price.
In addition, Jizhijia has been officially included as a constituent stock of the Hang Seng Composite Index on December 8, 2025, marking the dual recognition of its market value and liquidity by the capital market. With half a year of listing and meeting market value and liquidity standards, the market expects Jizhijia to enter the Hong Kong Stock Connect list on February 6th. At that time, it is expected to introduce southbound capital allocation, further effectively undertake market liquidity, and enhance valuation and stock price.
We will release a self-developed universal warehousing robot
In the layout of business growth poles, Jizhijia's embodied intelligence new business continues to make efforts.
It should be pointed out that since the establishment of its embodied intelligence subsidiary in July 2025, Jizhijia has chosen to adhere to the unique path of "scene before technology" instead of the industry's common "building machines first and then finding scenes" model.
This is not difficult to understand, after all, Jizhijia has already taken the commercial path and has mature application scenarios and benchmark verification channels; On the other hand, Jizhijia's full stack AI technology architecture, large-scale cluster scheduling capabilities that far exceed the industry average, and algorithms that maintain industry-leading accuracy and robustness through scenario experience can greatly accelerate Jizhijia's market entry process.
In the second half of 2025, Jizhijia released a general robotic arm operation technology solution, the world's first embodied intelligent base model Geek+Brain specially designed for warehousing scenarios, an unmanned picking workstation, and the industry's first full process unmanned picking robot solution, promoting the leap of intelligent warehousing from "local intelligence" to "full process intelligence", and elevating the level and landing prospects of unmanned warehousing to new heights.
It is reported that Jizhijia will release a self-developed universal warehousing robot, which is expected to further open up the market space for B2B warehousing logistics and manufacturing scenarios.
It can be expected that based on a deep understanding of industry know-how, Jizhijia has achieved large-scale implementation and value realization of AI technology, with clear growth prospects.
