Core Viewpoint - Geek+ has appointed Dr. Zhao Hao as the Chief Scientist of its embodied intelligence subsidiary, aiming to enhance its core technology leadership in physical AI applications in unstructured environments [1][3]. Group 1: Appointment and Background - Dr. Zhao Hao is recognized as a leader in scene understanding and is a key figure in Tsinghua University's robotics community, known as one of the "Tsinghua Five" [1][2]. - He has a strong academic background, having completed his bachelor's and doctoral studies at Tsinghua University and previously worked at Intel China Research Institute [1][2]. Group 2: Research Contributions - Dr. Zhao's research has filled critical gaps in embodied intelligence, particularly in perception foundations, and he has published nearly 30 papers in top conferences [2]. - His team developed the OnePoseViaGen method, achieving high-precision 6D pose estimation from a single RGBD image, setting a new record in the field [2]. Group 3: Strategic Focus Areas - The focus will be on three dimensions: reconstructing the robot's "full-scene perception brain," promoting "generative simulation" and world models, and building a bridge for rapid transformation from research to industry [3]. - The company aims to leverage cutting-edge technology to support global deployment and accelerate the construction of an embodied intelligence ecosystem [3]. Group 4: Commercialization and Product Development - Geek+ has rapidly advanced in the embodied intelligence field, launching an unmanned picking station and the world's first humanoid general-purpose warehouse robot, Gino 1, which has production capabilities [4]. - The company is the only one in the industry with a full-stack product and technology capability in warehouse scenarios, providing end-to-end unmanned warehouse solutions [4].

2月10日，全球智能机器人引领者极智嘉（2590.HK）重磅发布全球首款人形通用仓储机器人 Gino 1，推动仓储物流行业正式迈入多智能体全域协 同的真无人时代。资本市场敏锐捕捉到了这一震变，公司当日股价尾盘拉升逾11%，收报27.94港元，单日成交额突破2亿港元。 （原标题：极智嘉（2590.HK）端到端无人仓方案推出, 人形机器人加速落地） 据悉，Gino1通过具身大脑Geek+ Brain对极智嘉多年积累的海量仓储数据进行训练，并结合大规模仿真强化学习，形成了类人的通用操作能力， 能够从事仓储拣货、搬箱、打包、巡检等多任务，真正实现了"一台机器人覆盖仓内主流人工操作场景"，引领仓储行业实现从移动智能化到操作 智能化的关键跨越。 Gino 1的推出进一步完善了极智嘉"通用仓储机器人"的战略版图，使其成为行业内唯一一家实现在仓储场景拥有移动机器人AMR、专用机械臂和 通用人形机器人等全系列产品和技术能力的公司。相比单点设备，市场往往更愿意给予这种"端到端无人仓解决方案"能力更高的估值溢价。 仓储原生、创收导向：端到端无人仓机器人方案推出 在人形机器人赛道普遍深陷技术全能、场景模糊的试错迷雾，极智嘉已清晰锚定 ...

Core Viewpoint - The launch of Gino 1 by Geek+ marks a significant advancement in the warehouse logistics industry, transitioning towards a fully autonomous era with multi-agent collaboration, leading to a notable stock price increase of over 11% on the release day [1] Group 1: Product Launch and Technology - Gino 1 is the world's first humanoid general-purpose warehouse robot, trained using Geek+ Brain and extensive warehouse data, enabling it to perform multiple tasks such as picking, packing, and inspection [1] - The robot's capabilities are enhanced by advanced hardware, including multi-camera vision and dexterous hands, along with a powerful NVIDIA Jetson Thor computing system, allowing for efficient and flexible operations [2] - Gino 1's design is specifically tailored for warehouse scenarios, optimizing cost-effectiveness and reducing deployment barriers for customers, thus accelerating its commercial rollout [2] Group 2: Strategic Positioning and Market Impact - Geek+ is the only company in the industry to offer a full range of products, including mobile robots, specialized robotic arms, and humanoid robots, positioning itself uniquely in the market [1] - The company aims to establish a new benchmark for end-to-end robotic automation solutions in the logistics sector, transitioning from point automation to system-level collaboration [3] - The warehouse sector is expected to be a lucrative investment area, with a significant portion of warehouses still relying on manual labor, creating a substantial market opportunity for automation solutions [4] Group 3: Financial Performance and Growth Potential - Geek+ is projected to achieve adjusted EBITDA profitability by mid-2025, with a strong order performance supporting this outlook, including a 31.7% year-on-year increase in order value for 2025 [5] - The company is expected to enter a phase of scalable profitability by 2026, driven by robust order reserves and expanding overseas business [5] - The anticipated growth in the warehouse automation market, combined with increased liquidity from inclusion in the Hong Kong Stock Connect, is expected to enhance the company's value discovery cycle [5]

智通财经APP获悉，极智嘉-W(02590)涨超5%，截至发稿，涨5.09%，报26.44港元，成交额5914.55万港 元。 值得一提的是，2月5日公司刚披露2025年订单达 41.37 亿元，同比增长约31.7%，增速显著跑赢行业平 均水平，为后续营收增长打开明确空间。在全球化发展方面，公司在东欧、拉美等新兴市场的大规模订 单持续落地，全球化布局进一步夯实。与此同时，公司已正式纳入港股通，南向资金配置通道正式开 启。 消息面上，极智嘉今早宣布正式发布全球首款面向仓储场景的通用机器人Gino 1。据悉，Gino 1区别于 其它人形机器人，它专为仓储而生，完全面向仓储场景的通用多任务能力而设计并训练。其具身大脑 Geek+ Brain 深度融合了极智嘉多年积累的海量仓储数据，并结合大规模仿真强化学习，让Gino 1具备 类人的通用操作能力，能够从事仓储拣货、搬箱、打包、巡检等多任务，真正实现了"一台机器人覆盖 仓内主流人工操作场景"。 ...