Group 1 - The core viewpoint of the article highlights that 极智嘉-W (02590) has seen a significant stock price increase, reaching a new high of 32.38 HKD, with a current increase of 5.72% at 32.16 HKD and a trading volume of 72.94 million HKD [1] - 大和 has released a research report stating that 极智嘉 is a leader in global warehouse automation mobile robot solutions, holding a 9% market share and providing comprehensive automation solutions including AMR and self-developed software [1] - The report notes that currently, AMR accounts for only 8% of the global warehouse automation market, and only 22.5% of warehouses are automated, indicating substantial market growth potential [1] Group 2 - The forecast for the global AMR revenue is an annual compound growth rate of over 30% from 2024 to 2029, positioning 极智嘉 as the only publicly listed pure AMR company to capitalize on this growth trend [1] - The initial coverage rating for 极智嘉 is "Buy," with a target price set at 38 HKD [1]
极智嘉-W涨超6%再创新高 AMR行业潜力庞大 大和首予公司“买入”评级