极智嘉(02590)海外拓展再下一城 “AI+机器人”出海或打开盈利增长新空间
智通财经网·2025-11-12 03:50

Core Insights - The collaboration between Geek+ and STL for Søstrene Grene marks the eighth project, highlighting Geek+'s commitment to the Nordic market and showcasing the strength of "Made in China" in global warehouse automation [1][2] - The deployment of Geek+ robots at Søstrene Grene's distribution center in Venlo, Netherlands, significantly enhances warehouse throughput efficiency and picking accuracy, allowing for simultaneous picking and restocking [1] - Geek+ has expanded its overseas business through various partnerships, including collaborations with DHL, PUMA, and Coupang, reinforcing its position as the largest warehouse fulfillment robotics solution provider globally for six consecutive years [1] Company Strategy - Geek+ has established an ecosystem of "technology output + local cooperation" to penetrate the Nordic market deeply, with a global service network covering 52 service stations and 12 spare parts centers by mid-2025 [2] - The company is positioned in a rapidly growing global AMR market, with an annual growth rate exceeding 30%, leveraging "AI + robotics" technology to further expand its growth potential [2] Financial Performance - By the first half of 2025, Geek+'s overseas revenue accounted for 79.5% of total revenue, with a gross margin of 46.2% in non-mainland China markets, indicating strong profitability from its global expansion [1]