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极智嘉海外拓展再下一城 “AI+机器人”出海或打开盈利增长新空间
Zhi Tong Cai Jing· 2025-11-12 04:02
Core Insights - The collaboration between Geek+ and STL for the Danish lifestyle brand S strene Grene marks the successful implementation of their eighth project, highlighting Geek+'s deepening presence in the Nordic market and showcasing the strength of "Made in China" in global warehouse automation [1][2] - The deployment of Geek+ robots at S strene Grene's distribution center in Venlo, Netherlands, has significantly improved warehouse throughput efficiency and picking accuracy, allowing for simultaneous picking and restocking, with plans for a similar solution at their logistics center in Aarhus, Denmark, expected to launch in 2026 [1] - Geek+ has been actively expanding its overseas business, partnering with DHL for New Zealand's largest robot deployment, and collaborating with PUMA, Coupang, and Maersk, reinforcing its position as the world's largest provider of warehouse fulfillment robot solutions for six consecutive years [1] - As of the first half of 2025, Geek+'s overseas revenue accounted for 79.5% of total revenue, with a gross margin of 46.2% in non-mainland China markets, indicating strong profit potential from its global expansion strategy [1] Company Strategy - Geek+ has established an ecosystem model of "technology output + local cooperation" through its exclusive partnership with STL, deeply integrating into the Nordic market [2] - By mid-2025, Geek+ has expanded its global service network to 52 service stations and 12 spare parts centers, providing stable and reliable support to global customers [2] - With the global AMR market growing at over 30% annually, Geek+ aims to further unlock growth potential through its "AI + robotics" technology as its global layout continues to deepen [2]