港股异动｜极智嘉今日收涨8.48%再创新高，中期业绩表现亮眼，获多家机构看好

Core Viewpoint - The stock of Geek+ (2590.HK) surged by 8.48% to a record high of HKD 23.28, with a market capitalization exceeding HKD 31 billion since its listing in July, the stock has risen nearly 39% [1] Financial Performance - Geek+ reported a 31% year-on-year increase in revenue to HKD 1.025 billion, with non-mainland China revenue accounting for 79.5% [1] - Gross profit grew by 43.1% to HKD 360 million, resulting in a gross margin of 35.1% [1] - Adjusted EBITDA turned positive at HKD 11.62 million, marking it as the first profitable robotics company listed in Hong Kong [1] Order Growth - The company experienced significant order growth, recording orders of HKD 1.76 billion, a 30.1% increase year-on-year, with the largest single order exceeding HKD 100 million [1] - As of June 30, 2025, Geek+ products are expected to cover over 850 end customers across more than 40 countries and regions, with cumulative robot deliveries exceeding 66,000 units and a customer repurchase rate above 80% [1] Analyst Ratings and Projections - Deutsche Bank raised its target price for Geek+ from HKD 23.5 to HKD 26, maintaining a "Buy" rating, citing strong performance in the first half and expected high sales growth in the second half [1] - 招银国际 reiterated a "Buy" rating with a target price of HKD 26.7, projecting steady revenue growth and profitability improvements driven by embodied intelligence new business [2] - 兴业证券 initiated coverage with an "Overweight" rating, highlighting Geek+ as a leader in global warehouse fulfillment AMR, with significant growth potential and high customer repurchase rates [2]