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极智嘉(02590)IPO后首份成绩单惊艳!预计上半年营收劲增,亏损收窄九成,具身智能再添增长引擎
智通财经网· 2025-08-04 15:18
Core Viewpoint - The company, Geekplus (02590), has reported impressive financial results in its first earnings forecast since going public, indicating a significant improvement in operational efficiency and a move towards profitability [1][4]. Financial Performance - For the first half of 2025, the company expects revenue between 995-1,030 million yuan, representing a year-on-year growth of 27-32% [1]. - The net loss for the reporting period is projected to be between 45-55 million yuan, a substantial reduction of 90-92% compared to the previous year [1]. - Adjusted net loss is expected to be between 10-20 million yuan, also significantly narrowed by 90-95% [1]. Business Expansion - The company has established a wholly-owned subsidiary, Beijing Geekplus Embodied Intelligence Technology Co., Ltd., to enter the embodied intelligence sector, focusing on mechanical picking and general robotics [2]. - This new business aims to leverage the company's existing AMR product line and strong brand influence to accelerate the commercialization of embodied intelligence technologies [2]. Market Position and Strategy - Geekplus is positioned to capitalize on the trillion-dollar robotics market, with a development path likely starting from warehousing and expanding into smart manufacturing and commercial services [2]. - The company has a global presence, covering over 40 countries and serving more than 800 end customers, with a customer repurchase rate of 74.6% in 2024, significantly above the industry average [2]. Technological Advancements - The company has a strong focus on R&D, with 1,867 patents and a research team comprising 41% of its workforce, making it one of the largest R&D teams in the industry [3]. - The technological barriers and commercial capabilities of Geekplus position it favorably for future growth and valuation increases [5]. Industry Trends - Recent government policies, such as the "Artificial Intelligence +" initiative, are expected to drive the commercialization of AI applications across various sectors, providing strategic opportunities for Geekplus [4]. - The company is seen as a leader in the robotics industry, poised to advance technology towards more intelligent and versatile applications [4].
极智嘉-W预期上半年收入同比增加约27%至32%
Zhi Tong Cai Jing· 2025-08-04 15:15
经调整亏损净额(非国际财务报告准则计量)大幅收窄的原因主要是:报告期内仓储移动机器人解决方案 业务进一步提升,带来收入金额明显增加,从而毛利金额也随之增加;报告期内受欧元兑人民币升值影 响,汇兑收益增加较多。 极智嘉-W(02590)公布,该集团预计于2025年上半年取得收入约人民币9.95亿至10.3亿元,同比增加约 27%至32%;预计报告期内亏损净额约人民币4500万元至5500万元,同比收窄约90%到92%;预计报告期内 经调整亏损净额(非国际财务报告准则计量)约人民币1000万元至2000万元,同比收窄约90%至95%。 公告称,收入增加主要是报告期内仓储移动机器人解决方案的交付完成较多带来的收入增长。 ...
极智嘉-W(02590)预期上半年收入同比增加约27%至32%
智通财经网· 2025-08-04 15:10
Core Viewpoint - The company expects to achieve revenue of approximately RMB 995 million to 1.03 billion in the first half of 2025, representing a year-on-year increase of about 27% to 32% [1] Revenue and Loss Forecast - The anticipated net loss for the reporting period is approximately RMB 45 million to 55 million, which is a year-on-year reduction of about 90% to 92% [1] - The adjusted net loss (non-IFRS measure) is expected to be around RMB 10 million to 20 million, reflecting a year-on-year decrease of approximately 90% to 95% [1] Revenue Growth Drivers - The increase in revenue is primarily attributed to the completion of deliveries of warehouse mobile robot solutions during the reporting period [1] - The significant narrowing of the adjusted net loss is mainly due to the further enhancement of the warehouse mobile robot solutions business, leading to a notable increase in revenue and gross profit [1] - Additionally, the appreciation of the Euro against the RMB has resulted in substantial foreign exchange gains during the reporting period [1]
极智嘉-W(02590) - 盈利预告截至2025年6月30日止六个月之估计中期业绩
2025-08-04 14:53
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。 盈利預告 截至2025年6月30日止六個月之估計中期業績 本公告乃根據《香港聯合交易所有限公司證券上市規則》(「上市規則」)第13.09(2) (a)條及香港法例第571章《證券及期貨條例》第XIVA部下之內幕消息條文(按上市 規則所界定)而刊發。 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) 北京極智嘉科技股份有限公司(「本公司」,連同其附屬公司統稱「本集團」)董事 會(「董事會」)謹此知會本公司股東及潛在投資者,基於對本集團截至2025年6月 30日止六個月(「報告期」)的未經審計合併管理賬目的初步測算,以及現時可得最 新數據的評估,本集團預計將於報告期內錄得收入約人民幣995百萬元至人民幣 1,030百萬元,同比增加約27%至32%;預計報告期內虧損淨額約人民 ...
极智嘉-W:部分行使超额配股权、稳定价格行动及稳定价格期结束!涉及合共1666.98万股H股
Ge Long Hui· 2025-08-04 05:35
根据香港法例第571W章《证券及期货(稳定价格)规则》第9(2)条,公司宣布,有关全球发售的稳定 价格期已于2025年8月3日(星期日)(即提交香港公开发售申请的截止日期后第30日)结束。 (责任编辑:宋政 HN002) 【免责声明】本文仅代表作者本人观点,与和讯网无关。和讯网站对文中陈述、观点判断保持中立,不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考,并请自行承担全部责任。邮箱: news_center@staff.hexun.com 极智嘉-W(02590)发布公告,保荐人兼整体协调人(为其本身及代表国际承销商)已于2025年8月3日 (星期日)部分行使招股章程所述的超额配股权,涉及合共1666.98万股H股,约占全球发售项下可供认购 发售股份总数(于计及发售量调整权获悉数行使后,但于任何超额配股权获行使前)的10.3%。超额配发 股份将由公司按每股H股16.80港元(即全球发售项下每股H股的发售价,不包括1.0%经纪佣金、0.0027% 证监会交易征费、0.00015%会财局交易征费及0.00565%联交所交易费)发行及配发。 ...
极智嘉-W(02590):部分行使超额配股权、稳定价格行动及稳定价格期结束
智通财经网· 2025-08-04 04:21
根据香港法例第571W章《证券及期货(稳定价格)规则》第9(2)条,公司宣布,有关全球发售的稳定价格 期已于2025年8月3日(星期日)(即提交香港公开发售申请的截止日期后第30日)结束。 智通财经APP讯,极智嘉-W(02590)发布公告,保荐人兼整体协调人(为其本身及代表国际承销商)已于 2025年8月3日(星期日)部分行使招股章程所述的超额配股权,涉及合共1666.98万股H股,约占全球发售 项下可供认购发售股份总数(于计及发售量调整权获悉数行使后,但于任何超额配股权获行使前)的 10.3%。超额配发股份将由公司按每股H股16.80港元(即全球发售项下每股H股的发售价,不包括1.0%经 纪佣金、0.0027%证监会交易征费、0.00015%会财局交易征费及0.00565%联交所交易费)发行及配发。 ...
极智嘉-W(02590.HK):部分行使超额配股权、稳定价格行动及稳定价格期结束
Ge Long Hui· 2025-08-04 04:17
Group 1 - The company, Xizhi Jia-W (02590.HK), announced the partial exercise of the over-allotment option, involving a total of 16.6698 million H-shares, which accounts for approximately 10.3% of the total shares available for subscription under the global offering [1] - The over-allotment shares will be issued at a price of HKD 16.80 per H-share [1] - The stabilization period for the global offering ended on August 3, 2025, which is the 30th day after the submission deadline for the Hong Kong public offering application [1]
极智嘉-W(02590) - 部分行使超额配股权、稳定价格行动行动及稳定价格期间结束
2025-08-04 04:03
香港交易及結算所有限公司、香港聯合交易所有限公司(「聯交所」)及香港中央結算有限公司對 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 告全部或任何部分內容而產生或因依賴該等內容而引致的任何損失承擔任何責任。 本公告不會直接或間接於美國或向美國(包括其領土及屬地、美國任何州及哥倫比亞特區)發 佈、刊發或派發。本公告並不且無意構成或組成在美國或任何其他司法權區的任何要約或招攬 購買或認購證券的一部分。本公告所述證券並無亦不會根據《1933年美國證券法》(經不時修訂) (「美國證券法」)或美國任何州或其他司法權區的證券法登記。證券不得於美國境內提呈發售、 出售、質押或以其他方式轉讓,惟獲豁免遵守美國證券法登記規定及符合任何適用的州證券法 或不受該等規定所規限的交易則除外。證券不會於美國進行公開發售。證券僅可(1)根據美國證 券法的登記豁免規定向合資格機構買家(定義見美國證券法第144A條)提呈發售及出售;及(2) 依據美國證券法S規例以及發售及出售發生的各司法權區適用法律在美國境外以離岸交易方式 提呈發售及出售。 本公告僅供參考,並不構成收購、購買或認購證券的邀請或要約。有關發 ...
极智嘉-W盘中涨超4% 公司具身智能领域 研发机械手及通用机器人等产品
Zhi Tong Cai Jing· 2025-08-01 02:37
Core Viewpoint - The establishment of Beijing Extreme Intelligence Technology Co., Ltd. aims to enhance the development and commercialization of embodied intelligence technology and related products, which will synergize with the company's existing logistics robot business [1] Group 1: Company Developments - Extreme Intelligence announced the completion of the establishment of Beijing Extreme Intelligence Technology Co., Ltd. on July 30, with an initial registered capital of 10 million yuan [1] - The new company will focus on research and development of embodied intelligence technology and related products, including robotic picking and general-purpose robots [1] - The group plans to apply embodied intelligence technology and related products in business-to-business scenarios, particularly in logistics and manufacturing, leveraging its existing brand and business network for rapid commercialization [1] Group 2: Business Strategy - The company is focusing on core business solutions represented by warehouse fulfillment robots to drive growth, profitability, and financial stability [1] - The establishment of the embodied intelligence company is expected to accelerate the research and application of new technologies while effectively collaborating with existing businesses to expand development opportunities [1] - The initiative aims to attract more talent to support the long-term development of the group [1]
全球AMR仓储机器人第一股,携新公司杀入具身智能
Core Viewpoint - The company, known as the "first global AMR warehouse robot stock," has officially entered the embodied intelligence sector by establishing a wholly-owned subsidiary in Beijing, focusing on the research and development of embodied intelligence technology and related products. Group 1: Company Developments - The newly established Beijing subsidiary has an initial registered capital of 10 million yuan and will concentrate on technologies such as robotic picking and general-purpose robots [1] - The company aims to integrate embodied intelligence technology with its existing logistics robot business to enhance commercial applications and leverage its brand and business network for rapid deployment [1] - The establishment of the subsidiary is expected to accelerate the development and application of new technologies, create effective synergies with existing operations, and attract talent for long-term growth [1] Group 2: Financial Performance - The company went public on the Hong Kong Stock Exchange on July 9, marking the largest non-"A+H" tech IPO in Hong Kong this year [2] - As of 2024, the company reported revenue of 2.409 billion yuan, making it the largest revenue-generating company in the Hong Kong robotics sector [2] - The compound annual growth rate (CAGR) of revenue from 2021 to 2024 reached 45%, with annual order amounts increasing from 1.59 billion yuan in 2021 to 3.14 billion yuan in 2024 [2] - The adjusted EBITDA loss significantly narrowed to 25 million yuan in 2024, with an adjusted net loss margin of only 3.8% [2] Group 3: Strategic Partnerships - The company has partnered with UK-based Logistex to create a robotic smart warehouse for Yusen Logistics, a global supply chain logistics giant, located in Northampton, UK [3] - This collaboration reinforces the company's leadership position in the UK market, having established numerous benchmark cases in logistics automation over the past six years [3]