Title: Yuejian Intelligent: Can the “Old Hand” of Textile Machinery Survive the AI Wave? Profits Soar in Half a Year, but a Sudden Turn in Q3…
In the ever-changing landscape of the A-share market, some companies operate quietly like a “sweeping monk,” only to suddenly reveal their extraordinary skills, leaving everyone astonished.
Zhejiang Yuejian Intelligent Equipment Co., Ltd. (abbreviated as “Yuejian Intelligent,” stock code 603095.SH) is such a player. It has been quietly engaged in its traditional textile machinery business, but at the start of 2025, its stock price suddenly jumped, with a net profit in the first quarter increasing by **179.22%**! The mid-year report continued to soar, with a year-on-year growth of 46.99%**! The market was in an uproar: “Has this company secretly changed its main business?”
However, no one expected that by the third quarter, the plot would take a sharp turn—net profit decreased by **38.84%** year-on-year. Just as it was boasting about being a “leader in intelligent manufacturing,” the financial report poured a bucket of cold water.
Is this “real growth” or just a “flash in the pan”? Is Yuejian Intelligent the next big stock, or just another bubble that has been overhyped?
1. From “Weaving Machine” to “Intelligent Fabric Inspection Machine”: Yuejian’s Ongoing “Technological Transformation”
Despite its name containing “intelligent,” Yuejian Intelligent is actually a well-rooted traditional manufacturing enterprise. What is its main business? Texturing machines, warp knitting machines, air-covered yarn machines—sounds very “industrial.” In simple terms, it provides the core equipment that helps textile factories turn synthetic fiber materials into usable yarn.
But don’t underestimate these machines. In the face of global competition, China’s textile industry is no longer synonymous with “low-end OEM”; it is pursuing high-end manufacturing characterized by automation and intelligence. Yuejian Intelligent is one of the key players in this transformation.
The most noteworthy action in 2025 is its “annual production of 500 intelligent fabric inspection machines project” is steadily advancing, with related products scheduled for trial production. What is an intelligent fabric inspection machine? Traditional inspection relies on human eyes, which is inefficient and prone to missed detections; Yuejian’s new equipment, combined with AI visual recognition technology, can automatically detect fabric defects with an accuracy rate of over 99%.
This is not a “humanoid robot,” but it is indeed using AI to transform traditional industries. No wonder, just after seven departments released the “AI + Transportation” policy, funds began to speculate: “Will AI + Textiles also see a wave?”
2. Performance Roller Coaster: Q1 Soars by 179%, but Q3 Plummets by Nearly 40%
Let’s pull up the timeline and take a look at Yuejian Intelligent’s “emotional curve” in 2025:
- Q1: Net profit of 33.3569 million yuan, year-on-year growth of 179.22%—directly igniting market enthusiasm.
- First Half: Cumulative net profit of 42.6078 million yuan? Wait… that’s not right, Q1 was already 33.35 million, how could the first half only increase by less than 10 million?
The truth is revealed: the net profit for the first half of 2024 was 42.6078 million yuan, a year-on-year decrease of 12.16%; while the data for the first half of 2025 has not been fully disclosed. However, based on authoritative sources like Gelonghui, the total profit for the first three quarters—80.77 million yuan, a year-on-year increase of 11.77%—can be inferred, indicating that the second and third quarters of 2025 contributed only about 38 million yuan in net profit, far below the level of the first quarter.
What does this mean? **The third quarter likely experienced a significant decline in profits, with some institutions estimating a year-on-year decrease of 38.84%**.
Why? The company has not provided detailed explanations, but from industry patterns, it may relate to order cycles, fluctuations in raw material costs, and increased R&D investments. After all, developing intelligent equipment is not a walk in the park; burning cash in the early stages is the norm.
3. Frequent Shareholder Actions: Chairman Reduces Holdings by 2%, Yet the Company Repurchases Shares
The capital market is always more “honest” than financial reports.
On one hand, the actual controller and chairmanSun Jianhua has reduced his holdings by a total of 2.00%, through block trades reducing 0.77%, raising market concerns about “insiders fleeing”;
On the other hand, the company announcedit plans to use no more than 1.2 billion yuan of its own funds for cash management, and has completedthe repurchase of 0.61% of its shares, indicating that the management does not believe the stock price is overvalued.
This contradictory operation of “selling while buying” reflects:the major shareholder may have reduced holdings due to personal financial needs, but the company as a whole still sees long-term development positively.
Interestingly, Yuejian Intelligent has repeatedly clarified: “we do not engage in humanoid robot-related businesses“. Yet whenever the “robot concept” surges, its stock price always hits the ceiling. For instance, at the end of 2024, it recordedthree consecutive limit-ups, only to actively refute: “We do not make robots, we only focus on the intelligentization of textile machinery.”
You could say it is riding the wave, but it certainly has not committed fraud; you could say it is innocent, but the K-line clearly enjoys the dividends.
4. Huawei Cooperation Rumors: Is It a Real Partnership or Self-Deception?
A widely circulated image online is titled: “Yuejian Intelligent Partners with Huawei to Expand Digital Intelligence, Textile Machinery Leader Welcomes Policy Favor“. Accompanied by several photos resembling a signing ceremony, many people believe it to be true.
However, we have searched through announcements, interactive platforms, and official release channels,as of now, Yuejian Intelligent has not disclosed any cooperation agreement with Huawei. The company only stated that it is “actively exploring digital upgrade paths.”
Therefore, this image is likely a self-media creation—a typical “emotional catalyst.”
But this reflects a reality: investors are eager for traditional manufacturing enterprises to “connect with AI.” Even if it is just a slight association, it can tell a story of tenfold valuations.
Conclusion: A Gamble on Belief
The story of Yuejian Intelligent is very much a microcosm of the transformation and upgrading of China’s manufacturing industry—it is not as sexy as new energy vehicles, nor as futuristic as AI chips.But it is steadily transforming a weaving machine into an intelligent terminal with a “brain.”
The question is: can you accept that it earned three times in Q1, but halved in Q3? Can you tolerate it saying “we do not make humanoid robots,” while its stock price is driven up by the robot sector? More importantly—when market sentiment recedes, will you still dare to hold this “old-school intelligence”?
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Finally, a provocative statement: If you still think Yuejian Intelligent is just a “concept stock” of a mixed brand, then in three years, you will witness how it shatters your perception with a fabric inspection machine.And if you firmly believe it is the next “invisible champion”—feel free to leave a comment with your target price:30? 50? Or 100? I am waiting to see who will laugh last and who will be slapped by reality.
See you in the comments. If you disagree, come and fight.