极智嘉发盈喜：预计上半年收入同比增27-32%，亏损收窄超九成，正式进军具身智能

Core Insights - The company, Geek+, expects to achieve revenue of 995-1,030 million yuan in the first half of 2025, representing a year-on-year growth of 27-32% [1] - The net loss is projected to be between 45-55 million yuan, a significant reduction of 90-92% year-on-year, with adjusted net loss expected to be 10-20 million yuan, also a substantial decrease of 90-95% [1] Revenue Growth Factors - The improvement in performance is primarily attributed to two factors: an increase in the delivery of warehouse mobile robot solutions, leading to a noticeable rise in revenue and gross profit levels [1] - The appreciation of the euro against the yuan during the period has resulted in considerable foreign exchange gains [1] Market Position and Client Base - Geek+ operates in over 40 countries and serves more than 800 end customers, with a customer repurchase rate of 74.6% in 2024, and a key customer repurchase rate of approximately 84.3%, significantly exceeding the industry average [1] Strategic Expansion - The company has announced the establishment of a wholly-owned subsidiary, Beijing Geek+ Embodied Intelligence Technology Co., Ltd., marking its entry into the cutting-edge field of embodied intelligence [1] - As the largest revenue-generating company in the Hong Kong robotics sector, Geek+'s move into embodied intelligence represents an extension of its technological capabilities and a strategic positioning for new growth areas [1] Competitive Advantages - Geek+ possesses three core competitive advantages: commercial capabilities, research and development strength, and scenario data, which position it well for the development of embodied intelligence [1]