极智嘉正式纳入恒生综合指数，连获亿级订单，筑牢流动性护城河

Core Viewpoint - The U.S. government is signaling a strong commitment to the robotics industry, which has led to a surge in robotics-related stocks, particularly benefiting companies like Nauticus Robotics and iRobot, while also boosting the market for leading firms like Geek+ [1] Group 1: Industry Developments - The Trump administration is accelerating the development of the robotics industry and is expected to issue an executive order on robotics technology next year [1] - The robotics sector is experiencing a dual catalyst of policy support and capital influx, positioning companies with advanced AI and robotics technology as key market assets [1] Group 2: Company Performance - Geek+ has maintained its leading position in the Hong Kong robotics sector, achieving the highest revenue and profitability among listed robotics companies [2] - The company has secured multiple large orders this year, enhancing its commercial momentum and expanding its customer base, particularly in the U.S. market [2] - Geek+ has successfully expanded its robotic network across major logistics centers in the U.S., demonstrating high customer repurchase rates [2] Group 3: Global Expansion - Geek+ is actively expanding its presence in Europe, with successful projects in the UK, France, Denmark, and Germany, showcasing its capabilities in intelligent warehousing [3] - In Asia, Geek+ is collaborating with major clients like Coupang and Maersk to drive logistics automation in South Korea and Japan [3] - The company has set records for robot deployment in New Zealand and is enhancing order fulfillment efficiency in Australia [3] Group 4: Market Recognition - Geek+ has been included in the Hang Seng Composite Index, which is expected to improve liquidity and attract more passive investment [4] - The company's financial performance, including a positive adjusted EBITDA, strengthens its market position and funding capabilities [4] Group 5: Investment Outlook - Leading global institutions have issued "buy" or "recommend" ratings for Geek+, recognizing its clear leadership in the AMR sector and scalable business model [5] - Analysts predict that Geek+ will achieve profitability this year, with significant earnings growth expected by 2028 [5] - The positive outlook for the "AI + robotics" sector is reinforced by multiple institutions, with Geek+ identified as a key player [5][6] Group 6: Strategic Positioning - The robotics industry is becoming a strategic focal point in global competition, with Geek+ demonstrating comprehensive competitive advantages through its advanced technology and global delivery systems [7] - The company is well-positioned to capture high-value orders and expand its business footprint in the upcoming industry growth cycle [7]