Core Insights - Company X has been recognized for its efficient delivery capabilities during peak seasons, winning the "Outstanding On-site Supplier Award" from a leading global fashion cross-border e-commerce company, validating its AI+robotics solutions [1] - Strong customer reputation is translating into repeat purchases and order growth, with a customer repurchase rate exceeding 80% and a year-on-year order volume increase of 30.1% as of mid-2025 [2] Group 1 - The company has successfully implemented multiple smart warehouse projects in Europe and Asia-Pacific since 2025, including a large-scale project with nearly 1,000 robots in a single warehouse [2] - The company has secured several billion-level orders across various sectors, including fast fashion e-commerce in China and leading retail enterprises in the UK, showcasing robust business growth momentum [2] - Analysts from Haitong International have initiated coverage on the company, projecting a reasonable market value of 40.3 billion RMB based on a 10.0x PS valuation for 2026 [2] Group 2 - The company is expected to enhance its global market penetration and deliver sustainable long-term value to clients, driven by the flywheel effect of customer reputation [2] - Morgan Stanley anticipates that the company's new order acquisition growth rate will increase to 39% year-on-year by 2026 [2]
极智嘉获全球跨境电商巨头重磅认可，客户口碑加速释放订单增长动能
Ge Long Hui·2025-12-31 00:59