极智嘉预计今年上半年营收增长约30%、亏损收窄超9成：日前已宣布进军具身智能

Core Viewpoint - The article highlights the continuous commercial capabilities of Beijing Geekplus Technology Co., Ltd. (referred to as "Geekplus") in the To B intelligent robotics sector, emphasizing its strong revenue growth and potential for profitability in the Hong Kong stock market [3][4]. Group 1: Financial Performance - Geekplus anticipates revenue for the first half of the year to be between approximately 995 million to 1.03 billion yuan, representing a year-on-year growth of about 27% to 32% [3]. - The adjusted net loss for the same period is expected to be between approximately 10 million to 20 million yuan, narrowing by about 90% to 95% year-on-year [3]. - From 2021 to 2024, Geekplus's revenue is projected to grow from 790 million yuan to 2.41 billion yuan, with a compound annual growth rate of 45% [3]. Group 2: Strategic Expansion - Geekplus has established a wholly-owned subsidiary, Beijing Geekplus Embodied Intelligence Technology Co., Ltd., to enter the embodied intelligence field, focusing on mechanical picking and general robotics [4]. - The company aims to leverage its existing logistics robot business to accelerate the commercialization of embodied intelligence technologies in logistics and manufacturing sectors [4]. Group 3: Competitive Advantages - Geekplus possesses a robust commercial capability developed over the past decade, including customer resources, a global business network, and service capabilities, which facilitate rapid market entry and global expansion [5]. - As of December 31, 2024, Geekplus holds 1,867 patents, with 41% of its workforce dedicated to research and development, making it one of the largest R&D teams in the industry [5]. - The company has developed a comprehensive software system platform for the AMR market, supporting efficient and flexible intelligent warehousing scenarios [5]. Group 4: Market Trends and Future Outlook - The recent approval of the "Artificial Intelligence+" initiative by the State Council is expected to promote the large-scale commercialization of artificial intelligence, benefiting companies like Geekplus that integrate AI algorithms with robotics [6]. - With validated commercial capabilities, global layout, and R&D reserves, along with its entry into the embodied intelligence sector, Geekplus is positioned for continued growth in both business scale and financial performance [6].