研报掘金丨中金:首予极智嘉“跑赢行业”评级及目标价32.8港元
Ge Long Hui·2025-12-11 02:59

Core Viewpoint - CICC initiates coverage on Geek+ with an "Outperform" rating and a target price of HKD 32.8, highlighting the company's advantages in AI-driven warehouse path planning and supply chain improvements [1] Group 1: Company Overview - Geek+ benefits from three proprietary technology platforms and internally developed software and hardware [1] - The company has approximately 770 end customers and leverages a large volume of orders and operational data to gain a data advantage in its AI transformation [1] Group 2: Financial Projections - CICC forecasts Geek+'s earnings per share for the next two years to be HKD 0.06 and HKD 0.17, respectively [1] Group 3: Industry Position - The company is recognized for its leading position in the smart warehousing sector through the application of AI technology [1] - The competitive landscape of the AI warehousing industry is becoming increasingly clear [1]