极智嘉明日将正式纳入恒生综合指数：近期获多个超亿元订单及大行一致看好

Core Viewpoint - The inclusion of Geek+ (2590.HK) in the Hang Seng Composite Index signifies strong recognition of its technological capabilities and market position, which is expected to enhance liquidity and valuation premium [2][3]. Group 1: Market Recognition and Financial Performance - Geek+ has maintained the largest market share in the global autonomous mobile robot (AMR) sector for seven consecutive years, according to the latest report from Interact Analysis [3]. - Major international investment banks have reiterated "buy" ratings for Geek+, highlighting its leading technological barriers and commercialization capabilities in the AMR and embodied intelligence fields [4]. - Geek+ is projected to achieve profitability this year, with an expected 55% year-on-year growth in earnings per share by 2028, and a potential stock price increase of 30%-40% based on target prices from major banks [4]. Group 2: Business Expansion and Client Base - Geek+ has secured multiple orders worth over 1 billion yuan this year, including a significant order exceeding 300 million yuan from one client [6]. - The company has established strategic partnerships with major logistics firms, including Maersk and DHL, to innovate and upgrade logistics in various regions [6][8]. - As of June 30, Geek+ operates in over 40 countries, serving more than 850 clients, including over 65 Fortune 500 companies, with a customer repurchase rate exceeding 80% [9]. Group 3: Revenue Growth and Profitability - For the first half of the year, Geek+ reported a 31.0% year-on-year revenue increase to 1.025 billion yuan, with gross profit rising 43.1% to 360 million yuan, resulting in a gross margin of 35.1% [9]. - The adjusted net loss for the first half of the year narrowed by 94.0%, and adjusted EBITDA turned positive, indicating enhanced profitability nearing a turning point [10]. Group 4: Technological Advancements - In July, Geek+ established a wholly-owned subsidiary to enter the embodied intelligence sector, followed by the launch of a new autonomous picking workstation and a comprehensive unmanned picking robot solution in October [11][12]. - The new solution is a key milestone in Geek+'s strategy to develop a "universal warehouse robot" and aims to achieve a fully automated warehouse solution [14]. - Geek+ has developed one of the most comprehensive software systems and advanced AI algorithms in the AMR market, capable of supporting extensive AI algorithm types and large-scale cluster scheduling [15].