Core Viewpoint - The company, 极智嘉-W (02590), has shown significant growth in its mid-year performance, with a notable increase in revenue and a substantial reduction in net loss, indicating strong demand for its core robotic solutions [1] Financial Performance - The company reported a revenue of approximately 1.025 billion yuan for the first half of the year, representing a year-on-year growth of 31% [1] - Gross profit reached around 360 million yuan, reflecting a year-on-year increase of 43.1% [1] - Adjusted net loss was 11.89 million yuan, which is a 94% reduction compared to the previous year [1] Order and Demand - The company secured orders totaling 1.76 billion yuan in the first half, marking a year-on-year growth of 30.1% [1] - The largest single order exceeded 100 million yuan, highlighting strong demand from key verticals such as e-commerce retail, fast fashion, and third-party logistics [1] Market Position and Strategy - 兴业证券 noted that the company is a leader in the global warehouse fulfillment AMR sector, with core algorithms creating competitive barriers [1] - The company has established a presence in global markets, demonstrating excellent overseas performance and high customer repurchase rates [1] - 国信证券 emphasized the establishment of a company focused on embodied intelligence, which is expected to enhance capabilities in robotic picking and general robot manufacturing, indicating potential for future growth [1]
港股异动 | 极智嘉-W(02590)涨超5%创上市新高 上半年收入同比增超三成 公司为全球仓储履约AMR龙头