极智嘉2025年斩获订单总金额超41亿元，同比增长31.7%：明日将正式纳入港股通

Core Viewpoint - The company, 极智嘉, has achieved significant order growth in 2025, with total orders reaching 4.137 billion RMB, representing a year-on-year increase of approximately 31.7% [2]. Group 1: Regional Expansion - In 2025, 极智嘉 secured over 600 million RMB in orders from Latin America and nearly 500 million RMB from Eastern Europe, both marking historical highs [2]. - The Eastern European e-commerce and logistics sectors are rapidly developing, and 极智嘉 has established a strong brand presence through benchmark projects, laying a solid foundation for further growth in Europe [3]. - The Latin American market is on the verge of explosive growth, with significant potential for expansion, as it has surpassed Southeast Asia to become the fastest-growing region for retail e-commerce globally [3]. Group 2: Industry Focus - 极智嘉 recently won a 200 million RMB project from a global food and beverage giant, highlighting the company's strong position in a resilient sector with stable cash flow and continuous demand for logistics automation [4]. - The deep collaboration with major food and beverage companies demonstrates 极智嘉's mature technical capabilities in complex scenarios, which will enhance its market share in the broader consumer sector [4]. Group 3: Customer Development - 极智嘉 has signed a strategic cooperation agreement with a leading global e-commerce company, committing to annual purchases worth several hundred million RMB [4]. - This partnership indicates that 极智嘉 has become an integral part of its clients' supply chains, with its products being indispensable like infrastructure [5]. - The ability to replicate successful solutions across regions reflects the strong trust that major enterprises have in 极智嘉's capabilities [5]. Group 4: Future Outlook - Overall, 极智嘉 has entered a new phase of high certainty growth and cross-regional replication [6]. - The company will be officially included in the Hong Kong Stock Connect, marking a significant milestone in its journey to becoming the "first global warehouse robotics stock" [6].