知名电商巨头锁定每年数亿元采购额 极智嘉全球化增长确定性凸显

Core Viewpoint - Geek+ (stock code: 2590.HK), known as the "first global warehouse robotics stock," has demonstrated strong market confidence with significant orders and steadfast commitments from cornerstone investors, leading to a notable stock price increase of over 7% during the key unlocking period of cornerstone shares [1] Group 1: Strategic Partnerships and Market Expansion - Geek+ has signed a strategic cooperation agreement with a leading global e-commerce giant, securing an annual procurement amount of several hundred million RMB, which indicates deep integration into the client's supply chain and highlights the essential nature of its products [2] - The company has also won a new 200 million RMB order in Eastern Europe, where the total order volume is expected to reach nearly 500 million RMB by 2025, capitalizing on the growing demand for warehouse automation in the region [2] Group 2: Growth Potential and Market Sentiment - Recent order breakthroughs reflect the high demand in the warehouse robotics sector and signal a new phase of high certainty growth and cross-regional replication for Geek+ [3] - The strong global capabilities and clear growth prospects have instilled confidence in cornerstone investors regarding the long-term value of Geek+ [4] Group 3: Market Recognition and Investment Consensus - Multiple leading brokerages have recognized Geek+'s growth potential, with target prices reaching up to 38 HKD, citing its high-growth sector, strong technological barriers, and established profitability inflection point [5] - The anticipated inclusion in the Hang Seng Composite Index and the Hong Kong Stock Connect is expected to enhance liquidity and investor structure, providing robust support for the company's stock price [4]