極智嘉發盈喜:預計上半年收入同比增27-32%,虧損收窄超九成,正式進軍具身智能
“全球AMR倉儲機器人第一股”極智嘉(2590.HK)公告,2025年上半年預計實現收入爲9.95-10.3億元,同比增長27-32%;公司虧損淨額爲4500-5500萬元,同比大幅收窄90-92%,經調整虧損淨額爲1000-2000萬元,同樣大幅收窄90-95%。業績改善主要受益於兩大因素:其一是倉儲移動機器人解決方案業務進一步提升,完成交付項目增多帶動收入明顯增長,從而提升毛利水平。其二是期內歐元兌人民幣升值帶來較多匯兌收益。公司預計將於2025年8月底前公佈詳細中期業績報告。根據灼識諮詢的資料,極智嘉的業務覆蓋全球40餘國,服務超800家終端客戶,2024年客戶復購率爲74.6%,關鍵客戶復購率約84.3%,遠超行業平均水平。極智嘉近日宣佈設立全資子公司北京極智嘉具身智能科技有限公司,正式進軍具身智能這一前沿領域。作爲港股機器人板塊收入最大的企業,極智嘉進軍具身智能既是其技術實力的延伸,更是對新增長極的戰略卡位。當前,物流與製造是具身智能最易率先規模落地的場景,已成初創企業佈局熱點。憑藉其龍頭地位,極智嘉已握有商業化能力、研發實力與場景數據三重優勢,天然具備發展具身智能的核心競爭力。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.