智通财经APP讯，极智嘉-W(02590)发布公告，于2025年8月6日根据部分行使超额配股权而发行及配发 的1666.98万股H股股份。 ...

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 北京極智嘉科技股份有限公司（於中華人民共和國註冊成立以不同投票權控股的股份有限公司） 呈交日期： 2025年8月7日 FF305 確認 根據《主板上市規則》第13.25C條 / 《GEM上市規則》第17.27C條，我們在此確認，據我們所知所信，第一章節所述的每項股份發行或庫存股份出售或轉讓已獲發行人董事會正式授權批准，並遵 照所有適用上市規則、法律及其他監管規定進行，並在適用的情況下： (註7) (i) 上市發行人已收取其在是次股份發行或庫存股份出售或轉讓應得的全部款項； (viii) 有關債券、借貸股份、票據或公司債券的信託契約/平邊契據經已製備及簽署，有關詳情已送呈公司註冊處處長存檔（如法律如此規定）。 第一章節註釋： 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A ...

FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年7月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 北京極智嘉科技股份有限公司（於中華人民共和國註冊成立以不同投票權控股的股份有限公司） 呈交日期: 2025年8月6日 I. 法定/註冊股本變動 | 1. 股份分類 | 不同投票權架構公司普通股 | 股份類別 | A | | | 於香港聯交所上市 (註1) | | 否 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | N/A | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 218,560,434 | RMB | | | 1 RMB | | 218,560,434 | | 增加 / 減少 (-) | | | | | | | RMB | | | | 本月底結存 | | | 218,560,434 | RMB | | | ...

北京極智嘉科技股份有限公司 章程 第一條 為維護北京極智嘉科技股份有限公司（以下簡稱「公司」或「本公 司」）、股東和債權人的合法權益，規範公司的組織和行為，根據《中華人民共和 國公司法》（以下簡稱「《公司法》」）、《中華人民共和國證券法》（以下簡稱「《證券 法》」）、《香港聯合交易所有限公司證券上市規則》（以下簡稱「香港聯交所《上市規 則》」）和其他有關法律法規的規定，制訂本章程。 第二條 公司依照《公司法》和其它有關法律、法規以發起方式由有限責任公 司變更為股份有限公司。 第三條 公司註冊名稱：中文名稱為北京極智嘉科技股份有限公司，英文名 稱為Beijing Geekplus Technology Co., Ltd.。 2025年8月 | | | | 第一章 | 總則 | 1 | | --- | --- | --- | | 第二章 | 經營宗旨和範圍 | 2 | | 第三章 | 股份 | 2 | | 第一節 | 股份發行 | 2 | | 第二節 | 股份增減和回購 | 7 | | 第三節 | 股份轉讓 | 8 | | 第四章 | 股東和股東會 | 10 | | 第一節 | 股東 | 10 | | 第二節 | ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 Beijing Geekplus Technology Co., Ltd. 北京極智嘉科技股份有限公司 （於中華人民共和國註冊成立以不同投票權控股的股份有限公司） （股份代碼：2590） 修訂章程 本公告乃根據香港聯合交易所有限公司（「聯交所」）證券上市規則第13.51(1)條作 出。 茲提述北京極智嘉科技股份有限公司（「本公司」）日期為2025年8月4日的公告 （「該公告」），內容有關本公司部分行使超額配股權，涉及合共16,669,800股H股， 約佔超額配股權行使前全球發售項下初步可供認購發售股份總數的10.3%。除文 義另有所指外，本公告所用詞彙與該公告所界定者具有相同涵義。 於部分行使超額配股權完成後，本公司的註冊股本及股份總數分別變更為人民幣 1,337,286,998元及1,337,286,998股。為反映本公司註冊股本及股本結構的相關變 動，已對本公司的章程（「章程」）進行相應修訂。 根據 ...

Core Viewpoint - The company, Geekplus (极智嘉), has reported impressive financial results for the first half of 2025, indicating a significant improvement in operational efficiency and a move towards profitability in the To B robotics sector [1][6]. Financial Performance - For the first half of 2025, Geekplus expects revenue between 999.5 million to 1.03 billion yuan, representing a year-on-year growth of 27-32% [1]. - The net loss for the reporting period is projected to be between 45 million to 55 million yuan, a substantial reduction of 90-92% compared to the previous year [1]. - Adjusted net loss is expected to be between 10 million to 20 million yuan, also a significant decrease of 90-95% [1]. - The revenue increase is attributed to the completion of more warehouse mobile robot solutions and improved order execution efficiency [1]. Strategic Expansion - Geekplus has established a wholly-owned subsidiary, Beijing Geekplus Embodied Intelligence Technology Co., Ltd., to enter the field of embodied intelligence, focusing on technologies like robotic picking and general robotics [2]. - This new business aims to leverage existing AMR product lines and the company's strong brand influence to accelerate the commercialization of technology [2]. - The move into embodied intelligence is seen as a strategic positioning in the trillion-yuan robotics market, with potential expansion from warehousing to smart manufacturing and home applications [2]. Market Position and Customer Base - Geekplus operates in over 40 countries and serves more than 800 end customers, with a customer repurchase rate of 74.6% and a key customer repurchase rate of approximately 84.3%, significantly above industry averages [4]. - The company’s established customer base and application scenarios provide a strong foundation for the commercialization of its embodied intelligence technologies [4]. Technological Advancements - Geekplus has a robust technological barrier, with a strong focus on R&D, holding 1,867 patents and having 41% of its workforce dedicated to research and development [5]. - The recent government policies promoting AI commercialization are expected to provide a favorable environment for the company's growth in the logistics and manufacturing sectors [5]. Future Outlook - The continuous high growth of Geekplus is attributed to its leading commercialization capabilities, global business coverage, and AI R&D strengths [6]. - With the advancement of embodied intelligence and the company's strong market position, there is potential for significant future growth in both performance and valuation [6].

Core Viewpoint - The company, 极智嘉, is expected to report significant revenue growth and a substantial reduction in losses for the first half of the year, driven by its warehouse mobile robot solutions and favorable currency exchange rates [1] Financial Performance - The company anticipates revenue between 995 million to 1.03 billion yuan, representing a year-on-year growth of 27% to 32% [1] - Expected losses are projected to be between 45 million to 55 million yuan, a significant reduction of 90% to 92% compared to the previous year [1] - Adjusted losses are estimated to be between 10 million to 20 million yuan, also reflecting a substantial decrease of 90% to 95% [1] Business Drivers - The improvement in performance is attributed to an increase in the delivery of warehouse mobile robot solutions, which has led to a noticeable rise in revenue and gross profit levels [1] - The appreciation of the euro against the yuan has contributed to additional foreign exchange gains during the period [1] Industry Position - 国信证券 highlights that the company is the largest provider of warehouse fulfillment AMR solutions globally [1] - The integration of AI technology with AMR and robotic solutions is expected to enhance user engagement [1] - The establishment of a company focused on embodied intelligence aims to improve capabilities in robotic picking and general robot manufacturing, which may gradually reveal the company's advantages in intelligence and scale [1] Future Outlook - The company is projected to achieve net profits of 106 million, 303 million, and 520 million yuan for the years 2025 to 2027, with corresponding EPS of 0.08, 0.23, and 0.39 yuan [1] - A one-year target valuation for the company is set between 19.7 to 22.1 HKD, with an initial coverage rating of "outperform the market" [1]

Core Insights - The release of Unitree A2 by Yushu Technology marks a significant advancement in quadruped robotic applications, specifically targeting industry use cases [1] - The competition in the embodied intelligence sector is intensifying, as evidenced by substantial contract wins by various companies, including a 1.2 billion yuan order won by Zhiyuan Robotics and Yushu Technology [1] - The establishment of a new subsidiary focused on embodied intelligence by global warehouse robotics leader Geekplus indicates a strategic shift towards this emerging field [1] Company Summaries - Geekplus anticipates revenue between 9.95 billion to 10.30 billion yuan for the first half of 2025, reflecting a year-on-year growth of approximately 27% to 32%, with a significant reduction in adjusted net losses [2] - The company has a robust foundation in commercialization, leveraging its existing resources in industry scenarios, customer relationships, and technology to potentially reshape the embodied intelligence landscape [2] - Geekplus has achieved a compound annual growth rate (CAGR) of 45% in revenue from 2021 to 2024, solidifying its position as a leader in the global AMR warehouse robotics sector [4] Industry Trends - The warehouse logistics sector is identified as a prime area for the rapid commercialization of robotics, characterized by high consistency in processes and strong demand [5] - The collaboration between Dematic and Zhiyuan Robotics at the World Artificial Intelligence Conference showcases the growing interest and application of embodied intelligence in logistics [6] - Companies with a strong foundation in both technology development and commercial application, like Geekplus, are expected to gain a competitive edge in the embodied intelligence market [6][7]

Core Viewpoint - The company, 极智嘉, is expected to report significant revenue growth and a substantial reduction in losses for the first half of the year, driven by its warehouse mobile robot solutions and favorable currency exchange rates [1] Financial Performance - The company anticipates revenue between 995 million to 1.03 billion yuan, representing a year-on-year growth of 27% to 32% [1] - Expected losses are projected to be between 45 million to 55 million yuan, a significant reduction of 90% to 92% compared to the previous year [1] - Adjusted losses are estimated at 10 million to 20 million yuan, also reflecting a substantial decrease of 90% to 95% [1] Business Drivers - The improvement in performance is attributed to an increase in the delivery of warehouse mobile robot solutions, which has led to a noticeable rise in revenue and gross profit levels [1] - The appreciation of the euro against the yuan has contributed to additional foreign exchange gains during the period [1] Industry Position - 国信证券 highlights that the company is the largest provider of warehouse fulfillment AMR solutions globally [1] - The integration of AI technology with AMR and robotic solutions is expected to enhance user engagement [1] - The establishment of a company focused on embodied intelligence aims to improve capabilities in robotic picking and general robot manufacturing, indicating future growth potential [1] Future Outlook - The company is projected to achieve net profits of 106 million, 303 million, and 520 million yuan for the years 2025 to 2027, with corresponding EPS of 0.08, 0.23, and 0.39 yuan [1] - A one-year target valuation for the company is set between 19.7 to 22.1 HKD, with an initial coverage rating of "outperform the market" [1]

Group 1 - The core viewpoint of the article highlights the significant improvement in the financial performance of the company, with expected revenue for the first half of the year projected between 995 million to 1.03 billion HKD, representing a year-on-year growth of 27% to 32% [1] - The company anticipates a loss of 45 million to 55 million HKD for the same period, which marks a substantial reduction of 90% to 92% compared to the previous year [1] - Adjusted losses are expected to be between 10 million to 20 million HKD, also reflecting a significant decrease of 90% to 95% [1] Group 2 - The improvement in performance is attributed to the growth in the warehouse mobile robot solution business, with an increase in project deliveries leading to a notable rise in revenue and gross profit levels [1] - Additionally, the appreciation of the Euro against the Renminbi has contributed to considerable foreign exchange gains during the period [1] Group 3 - The company is recognized as the largest provider of Autonomous Mobile Robot (AMR) solutions globally, with a strong focus on AI technology architecture and robotics solutions enhancing user engagement [1] - The establishment of a company focused on embodied intelligence aims to improve capabilities in robotic picking and general robot manufacturing, which is expected to gradually reveal the company's advantages in intelligence and scale effects [1] - Considering the industry outlook and the company's leading position in the AMR sector, net profit forecasts for 2025-2027 are projected at 1.06 billion, 3.03 billion, and 5.20 billion HKD, respectively, with corresponding EPS of 0.08, 0.23, and 0.39 HKD [1]