Core Insights - The collaboration between Geek+ and STL for the Danish lifestyle brand S strene Grene marks the successful implementation of their eighth project, highlighting Geek+'s deepening presence in the Nordic market and showcasing the strength of "Made in China" in global warehouse automation [1][2] - The deployment of Geek+ robots at S strene Grene's distribution center in Venlo, Netherlands, has significantly improved warehouse throughput efficiency and picking accuracy, allowing for simultaneous picking and restocking, with plans for a similar solution at their logistics center in Aarhus, Denmark, expected to launch in 2026 [1] - Geek+ has been actively expanding its overseas business, partnering with DHL for New Zealand's largest robot deployment, and collaborating with PUMA, Coupang, and Maersk, reinforcing its position as the world's largest provider of warehouse fulfillment robot solutions for six consecutive years [1] - As of the first half of 2025, Geek+'s overseas revenue accounted for 79.5% of total revenue, with a gross margin of 46.2% in non-mainland China markets, indicating strong profit potential from its global expansion strategy [1] Company Strategy - Geek+ has established an ecosystem model of "technology output + local cooperation" through its exclusive partnership with STL, deeply integrating into the Nordic market [2] - By mid-2025, Geek+ has expanded its global service network to 52 service stations and 12 spare parts centers, providing stable and reliable support to global customers [2] - With the global AMR market growing at over 30% annually, Geek+ aims to further unlock growth potential through its "AI + robotics" technology as its global layout continues to deepen [2]

该项目的成功落地，是极智嘉深耕海外市场的又一战略成果。近期极智嘉更是动作频频，从携手DHL 创下新西兰规模最大的机器人部署，到落地与PUMA、Coupang的智能仓项目，再到与马士基达成战略 合作，海外业务版图持续扩张，进一步夯实"连续6年稳居全球最大的仓储履约机器人解决方案提供 商"的行业地位。数据显示，2025年上半年其海外收入占比达79.5%，非中国大陆市场的毛利率达 46.2%，显示出全球化布局下强劲的盈利潜力。 极智嘉的出海战略并非单点突破，而是构建了"技术输出+本地合作"的生态模式。通过与STL的独家合 作，极智嘉已深度融入北欧市场。截至2025年上半年，其全球服务网络已覆盖52个全球服务站点、12个 备件中心，为全球客户提供稳定可靠的支持。 在全球AMR市场年增速超30%的黄金赛道上，极智嘉以"AI+机器人"技术为引擎，随着全球化布局持续 深化，有望进一步打开增长空间。 智通财经APP获悉，极智嘉(02590)联合北欧合作伙伴STL为丹麦生活方式品牌Søstrene Grene打造高效智 能仓，成功落地了双方第八个合作项目。这一案例不仅标志着极智嘉进一步深耕北欧市场，更彰显 了"中国智造"在全球 ...

（文章来源：每日经济新闻） 每经AI快讯，极智嘉-W(02590.HK)尾盘涨超3%，截至发稿，涨3.04%，报25.78港元，成交额4097.31万 港元。 ...

Core Viewpoint - The company, 极智嘉, has experienced significant growth in orders and strategic partnerships, indicating strong market demand and technological capabilities [1] Group 1: Financial Performance - 极智嘉's stock price increased by 3.04%, reaching 25.78 HKD, with a trading volume of 40.97 million HKD [1] - The company secured multiple logistics robot projects from a well-known e-commerce giant, with a total contract value exceeding 300 million CNY [1] - Year-to-date, 极智嘉 has seen a continuous high growth in orders, with multiple orders exceeding 10 million CNY and an order growth rate exceeding 30% [1] Group 2: Customer Engagement - The customer repurchase rate for 极智嘉's products is over 80%, reflecting the reliability of its products and global service capabilities [1] - The company's ability to be "continuously chosen" by clients demonstrates the validation of its technological strength and business model [1] Group 3: Strategic Partnerships - 极智嘉 has formed several overseas strategic collaborations, including with international sports brand PUMA to create a new smart logistics center [1] - The company successfully deployed its intelligent robots at Coupang's logistics center in Incheon, South Korea, which is the largest e-commerce platform in the country [1] - 极智嘉 assisted DHL Supply Chain in establishing New Zealand's most advanced life sciences and medical logistics center, achieving the largest robot deployment record in the country [1] - A strategic partnership was established with Maersk's contract logistics company in South Korea [1]

Core Viewpoint - The company, 极智嘉-W (02590), has seen a significant increase in stock price, rising over 3% after announcing multiple logistics robot project wins with a well-known e-commerce giant, with a total contract value exceeding 300 million yuan [1] Group 1: Financial Performance - The company reported a continuous high growth in orders this year, with multiple orders exceeding 100 million yuan [1] - The order growth rate has surpassed 30%, and the customer repurchase rate is over 80%, indicating strong product reliability and global service capability [1] Group 2: Strategic Partnerships - 极智嘉 has recently established several overseas strategic collaborations, including assisting international sports brand PUMA in creating a new smart logistics center [1] - The company successfully deployed its intelligent robots at Coupang's logistics center in Incheon, South Korea, which is the largest e-commerce platform in the country [1] - 极智嘉 helped DHL Supply Chain build New Zealand's most advanced life sciences and medical logistics center, setting a record for the largest robot deployment in the country [1] - A strategic partnership has been formed with Maersk's contract logistics company in South Korea [1]

Core Insights - Company successfully assisted DHL in establishing New Zealand's most advanced life sciences and medical logistics center, setting a record for the largest robot deployment in the country [1] - The logistics center utilizes the RoboShuttle goods-to-person picking solution, achieving comprehensive intelligent upgrades, significantly accelerating order fulfillment speed, and reducing manual operation risks, enhancing DHL's medical logistics processing capacity by 20% in New Zealand [1] - Recent large order exceeding 300 million yuan and strategic cooperation with Maersk further solidify the company's global market presence [1] Company Performance - Company operates in over 40 countries, serving more than 850 global clients including Nike, Walmart, and Siemens, with overseas revenue consistently accounting for over 70% [1] - Order growth rate exceeds 30%, with a repurchase rate over 80%, indicating strong customer loyalty and expansion of solutions globally [1] Market Outlook - Various domestic and international institutions have released reports optimistic about the company's future prospects, highlighting its position as a leading provider of AMR solutions in the global warehousing and fulfillment sector [2] - The company is expected to deepen customer engagement and solidify its leading position, resulting in revenue growth and improved profitability [2] - Analysts from major firms have maintained positive ratings, with one firm setting a target price of 38 HKD, reflecting confidence in the company's fundamentals and continued order growth [2]

Core Insights - Company successfully assisted DHL in establishing New Zealand's most advanced life sciences and medical logistics center, setting a record for the largest robot deployment in the country [1] - The logistics center utilizes the RoboShuttle goods-to-person picking solution, achieving comprehensive intelligent upgrades, significantly accelerating order fulfillment speed, and reducing manual operation risks, resulting in a 20% improvement in DHL's medical logistics processing capacity in New Zealand [1] - Recent large order exceeding 300 million yuan and strategic cooperation with Maersk further solidify the company's global market presence [1] Company Performance - Company operates in over 40 countries, serving more than 850 global clients including Nike, Walmart, and Siemens, with overseas revenue consistently accounting for over 70% [1] - Order growth rate exceeds 30%, with a repurchase rate over 80%, indicating strong customer loyalty and expansion of its solutions globally [1] Market Outlook - Various domestic and international institutions have released reports optimistic about the company's future prospects, highlighting its leading position in the AMR (Autonomous Mobile Robot) solutions market [2] - The company is expected to deepen customer engagement and solidify its leading position, resulting in revenue growth and profit improvement [2] - Analysts from major firms have maintained positive ratings, with one firm setting a target price of 38 HKD, reflecting confidence in the company's fundamentals and continued order growth [2]

Core Insights - The strategic partnership between Geek+ (02590.HK) and Maersk Korea aims to leverage advanced AI robotics technology to innovate and upgrade the logistics industry in South Korea [1][2] - The collaboration is expected to significantly enhance logistics operational efficiency and create new growth opportunities within the South Korean logistics sector [1] Group 1: Partnership Details - Geek+ and Maersk are jointly exploring and promoting the implementation of robotic logistics projects and developing advanced robotics and logistics information technology [1] - The latest PopPick solution from Geek+ has been deployed at Maersk's Innovation Center in Korea, simplifying warehouse operations and improving picking efficiency and accuracy while substantially reducing operational costs [1] Group 2: Market Position and Achievements - Since entering the South Korean market in 2022, Geek+ has established a significant local advantage, accumulating rich implementation experience and a strong customer reputation [1] - Notable achievements include Coupang deploying over 1,000 robots in a single warehouse, resulting in a 65% reduction in worker workload, and CJ Logistics deploying 128 robots to handle 30,000 daily orders, improving operational efficiency by 33% [1] Group 3: Strategic Vision - The partnership is set to further unlock Geek+'s leading advantages in robotics technology and Maersk's global logistics resource synergies, aiming to create a smarter, more efficient, and sustainable future for the South Korean logistics industry [2] - Maersk's strategic vision is to become a global integrated logistics service provider, simplifying and protecting customer supply chains while promoting seamless trade and shared development opportunities [2]

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10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） FF301 | | 法定/註冊股份數目 | | 面值 | | 法定/註冊股本 | | | --- | --- | --- | --- | --- | --- | --- | | 上月底結存 | | 94,576,081 RMB | | 1 RMB | | 94,576,081 | | 增加 / 減少 (-) | | | | RMB | | | | 本月底結存 | | 94,576,081 RMB | | 1 RMB | | 94,576,081 | 本月底法定/註冊股本總額： RMB 1,337,286,998 呈交日期: 2025年11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 | | | --- | --- | --- | - ...

Core Insights - Amazon and JD.com are accelerating the deployment of logistics robots, with Amazon aiming for 75% operational automation by 2033 and JD.com planning to purchase 3 million robots over the next five years, indicating a significant market expansion in automated warehousing [1][3] - The company, Geek+, has secured multiple logistics robot projects from a well-known e-commerce giant, totaling over 300 million yuan, reflecting strong market recognition and a surge in orders exceeding 1 billion yuan this year, with a growth rate of over 30% and a customer repurchase rate above 80% [1][2] Group 1: Technological Advancements - Geek+ has launched a new unmanned picking workstation and the first full-process unmanned picking robot solution, positioning itself among the few companies capable of achieving full automation in the picking process [2] - The traditional picking process accounts for over 50% of overall warehousing costs, and Geek+'s solution integrates AI visual recognition, robotic arm control, path planning, and intelligent scheduling to significantly enhance picking efficiency [2] Group 2: Market Dynamics - The global market for intelligent logistics is entering a growth phase driven by rising labor costs and the need for efficiency, with the trend towards unmanned warehouses becoming inevitable [3][5] - The AMR (Autonomous Mobile Robot) market is projected to grow at a compound annual growth rate of over 30% in the next three years, with the Chinese market expected to grow even faster, as major companies like Amazon and JD.com increase their investments in robotic warehousing [3][4] Group 3: Company Positioning - Geek+ has deployed over 66,000 robots across more than 40 countries and regions, serving over 850 clients, establishing itself as a comprehensive intelligent robot service provider [4] - The company is focusing on integrating hardware, software, and algorithms to enhance its product matrix and customer loyalty, while also advancing its embodied intelligence strategy to achieve full-process unmanned warehouse capabilities [4][5] Group 4: Market Sentiment - Major financial institutions, including Morgan Stanley and Daiwa Securities, have expressed optimism about Geek+'s growth potential, with expectations of continued high order growth and a target price set at 38 HKD, indicating strong market confidence in the company's leading technology and commercialization capabilities [6]