预计营收劲增超27% 极智嘉上半年交出亮眼答卷

Core Viewpoint - The company, Extreme Intelligence, anticipates significant revenue growth and a substantial reduction in losses for the first half of the year, indicating a positive trend towards commercial success in the robotics sector [1][2]. Financial Performance - Expected revenue for the first half of the year is between 995 million to 1.03 billion yuan, representing a year-on-year growth of 27% to 32% [1]. - The net loss for the period is projected to be between 45 million to 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 to 20 million yuan, also showing a substantial decrease of 90% to 95% [1]. - The company has maintained a compound annual growth rate (CAGR) of 45% in revenue from 2021 to 2024, with annual order amounts increasing from 1.59 billion yuan in 2021 to 3.14 billion yuan in 2024 [2]. Business Development - The company has established a wholly-owned subsidiary, Beijing Extreme Intelligence Embodied Technology Co., Ltd., to enter the field of embodied intelligence, focusing on mechanical picking and general robotics [2]. - The new subsidiary aims to leverage existing logistics robotics capabilities and brand influence to accelerate the commercialization of embodied intelligence technologies [2][3]. - The company is positioned to capitalize on the growing demand in logistics and manufacturing sectors, which are seen as prime areas for the application of embodied intelligence [2][3]. Competitive Advantage - The company is recognized as the largest provider of Autonomous Mobile Robots (AMR) warehouse solutions globally for six consecutive years, with a projected revenue of 2.4 billion yuan in 2024 [1]. - It serves over 800 end customers, including major brands like Nike, Walmart, DHL, and UPS, showcasing its strong market presence and customer base [1]. - The company possesses a unique combination of commercial capability, research and development strength, and scenario data, providing a competitive edge in the development of embodied intelligence [2][3].