来源：格隆汇APP 格隆汇12月8日｜12月8日，"AI+机器人"领域龙头企业极智嘉(2590.HK)正式获纳入恒生综合指数成份 股。此次入选标志着资本市场对其成长价值的高度认可，更将显著提升公司股票流动性并带来估值溢价 预期，同时为后续冲刺港股通创造有利条件。 权威机构Interact Analysis最新发布的《2025移动机器人市场报告》显示，以2018-2024年营收为统计口 径，极智嘉已连续七年稳居全球自主移动机器人（AMR）市场份额首位，持续夯实其全球行业领军者 地位。 极智嘉在全球主要区域均保持领先格局：在亚太地区（不含中国）夺得整体移动机器人 （AMR+AGV）市场第一；在欧洲、中东及非洲（EMEA）区域蝉联AMR市占率榜首；在美洲市场位 列AMR市场第二，规模化优势与全球化能力突出。 报告进一步指出，在商业价值最高、规模化落地空间最广的仓储履约领域，极智嘉以23%的市场份额形 成断崖式领先格局，约为第二名与第三名市场份额的总和。主要得益于公司在仓储核心解决方案上的压 倒性优势，极智嘉旗下"货架到人"方案占据了全球近一半的市场份额，充分验证其技术方案的市场统治 力与不可替代性。 随着行业进入智 ...

Group 1 - The core viewpoint of the news highlights the strong growth and increasing order volume of the company, Geekplus (2590.HK), in the "AI + Robotics" sector, with cumulative orders exceeding 1 billion yuan [1] - The company has recently secured multiple large orders, including a 300 million yuan project, reflecting global client recognition of its robotic solutions [1] - DBS Bank forecasts that Geekplus will achieve adjusted net profit in FY25F and enter a phase of accelerated growth, assigning a "buy" rating with a corresponding FY26F PS of approximately 10 times [1] Group 2 - The global e-commerce giant Amazon's recent initiatives, including the launch of the Blue Jay multi-functional warehouse robot system and Project Eluna AI system, indicate a significant growth potential in the warehouse automation industry [2] - The "14th Five-Year Plan" emphasizes the integration of intelligent technology with logistics, highlighting the necessity for upgrading smart logistics infrastructure and equipment [2] - As the industry enters a new cycle of accelerated intelligence, Geekplus is positioned to benefit from this trend due to its strong AI robotics technology, extensive practical experience, and continuous order growth, potentially leading to a revaluation of its value [2]