上市半年股价涨超98%领跑板块，极智嘉正式纳入港股通

Core Viewpoint - Geek+ has officially been included in the Hong Kong Stock Connect, marking a significant milestone in its capital market journey, with a projected total order value of 4.137 billion yuan for 2025, representing a year-on-year growth of 31.7% [1] Group 1 - The company was included in the Hang Seng Composite Index on December 8, 2025, indicating strong market recognition [1] - Following the lifting of the lock-up period on January 9, the company's stock price showed resilience, increasing from the issue price of 16.80 HKD to a peak of 33.38 HKD on January 23, reflecting a rise of over 98% [1] - The inclusion in the Stock Connect is expected to attract southbound capital, enhancing the stock's liquidity and supporting its high-growth valuation in the AI and robotics sector [1] Group 2 - Multiple institutions have positive outlooks on Geek+'s future, with China Merchants Securities predicting adjusted profitability in the fiscal year 2025 and a transition to scalable profitability by 2026 [1] - Daiwa Securities noted rapid order growth in key markets like the U.S., with significant technical barriers to replication, supporting gross margin expansion in 2026 [1] - Bank of America forecasts that the company will achieve profitability in 2025, with earnings per share expected to grow by 55% year-on-year by 2028 [1]