Core Viewpoint - Beijing Jizhijia Technology Co., Ltd. (02590.HK) released its first earnings forecast since going public, indicating significant revenue growth and a substantial reduction in net losses for the first half of the year [1] Financial Performance - The company expects revenue to be between 995 million and 1.03 billion yuan, representing a year-on-year growth of 27% to 32% [1] - The net loss for the reporting period is projected to be between 45 million and 55 million yuan, a significant reduction of 90% to 92% compared to the previous year [1] - Adjusted net loss is estimated to be between 10 million and 20 million yuan, also showing a substantial decrease of 90% to 95% [1] Business Drivers - The improvement in performance is attributed to two main factors: 1. Increased revenue from warehouse mobile robot solutions due to a higher number of completed delivery projects, which has enhanced gross profit levels [1] 2. Exchange rate gains from the appreciation of the euro against the yuan during the reporting period [1] Company Overview - Beijing Jizhijia Technology Co., Ltd. is a one-stop warehouse robot partner established in 2015, headquartered in Beijing, with projects spanning various industries including retail, apparel, pharmaceuticals, 3PL, automotive, lithium batteries, photovoltaics, and electronics [1]

Group 1: Company Overview - Shanghai Industrial Holdings (00363.HK) is a comprehensive enterprise with four core businesses: infrastructure and environmental protection, healthcare, real estate, and consumer products [8][9] - The company has stable revenue and cash flow from its toll road operations, which include key highways connecting Shanghai to various regions [8] - The water business has a daily processing capacity exceeding 20 million tons, ranking among the top in the country [8] Group 2: Real Estate Performance - The real estate segment reported a loss of HKD 236 million in 2024 due to impairment losses on property projects [9] - The company holds a total land reserve of 4.2 million square meters, primarily in Shanghai and the Yangtze River Delta [9] Group 3: Consumer Products - The consumer products segment, including Nanyang Tobacco and Yongfa Printing, has seen a significant recovery, with Nanyang Tobacco's net profit increasing by 86% year-on-year to HKD 560 million in 2024 [9] Group 4: Financial Performance and Valuation - The forecasted net profit for the company from 2025 to 2027 is expected to be HKD 2.943 billion, HKD 3.084 billion, and HKD 3.197 billion, representing year-on-year growth of 4.8%, 4.8%, and 3.7% respectively [10] - The stock is valued between HKD 17.62 and HKD 18.35 per share, indicating a potential premium of 22.5% to 27.6% over the current price [10] Group 5: Industry Insights - The chemical industry, particularly the agricultural chemicals sector, is experiencing rising prices for potassium fertilizers and glyphosate, with domestic potassium chloride prices increasing from CNY 3,239 per ton to CNY 3,399 per ton in July [13][14] - The phosphoric acid market is expected to maintain high price levels due to tight supply and increasing demand from new applications [14][15] Group 6: Investment Recommendations - Recommended stocks in the potassium fertilizer sector include YK International, with expected production of 2.8 million tons and 4 million tons in 2025 and 2026 respectively [16] - In the phosphoric chemical sector, companies like Yuntianhua and Xingfa Group are highlighted for their rich phosphate reserves [16]

Group 1 - The company, 极智嘉-W (02590), announced the issuance and allocation of 16.6698 million H shares on August 6, 2025, due to the partial exercise of the over-allotment option [1]

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 ...

2025年8月4日，"全球AMR仓储机器人第一股"极智嘉(02590)正式披露上市以来的首份业绩预告，交出了一份令 人瞩目的"开门红"答卷。 根据灼识咨询的资料， 极智嘉的业务覆盖全球 40余国，服务超800家终端客户， 2024年客户复购率为74.6%， 关键客户复购率约84.3% ，远超行业平均水平 。极智嘉既有能力和资源，不仅为其具身智能技术和产品提供了成 熟的应用场景与标杆验证渠道，大大加速市场切入过程，更将为全球化落地和规模化扩张，提供保障。 一旦在具身智能领域实现突破，极智嘉将成功从一家仓储机器人企业，跃迁为覆盖更广阔应用场景的综合性智能 机器人企业，彻底打开成长天花板。这不仅将重塑公司的估值逻辑，更将成为其长期投资价值的核心溢价来源。 这 具身 机器人一赛道上，宇树科技是首家公开零售高性能四足机器人并最早实现行业落地的公司；智元机器人打 造了领先的通用具身机器人产品和应用生态，已构建 "本体+AI"全栈式技术体系；优必选则在人形机器人领域率 先实现汽车工厂等商用场景落地，与多家头部企业达成深度合作。 极智嘉的具身智能布局落子在物流领域，凭借 其天然优势，占有独特的生态位。 极智嘉不仅有强劲的商业 ...

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]