人民财讯1月5日电，先导智能（300450）1月5日在互动平台表示，公司在机器人领域已具备相关生产设 备布局与扎实的技术储备，目前可提供仓储机器人(堆垛机)、穿梭机器人(穿梭车)、分拣机器人(机械 手)、搬运机器人(AGV)、自主移动机器人(AMR)等智能仓储和搬运设备，可实现物流全流程的自动 化、智能化与柔性化升级。公司已成功为国内外知名企业提供智能工厂物流解决方案。 ...

（原标题：凯乐士科技递表港交所 亏损收窄未止亏） 1月2日，港交所披露，浙江凯乐士科技集团股份有限公司(以下简称"凯乐士")提交上市申请，联席保荐人为国泰君安国际和中信证券。 招股书显示，凯乐士是综合智能场内物流机器人提供商，致力于通过先进机器人技术重新定义供应链的运作模式。公司围绕三大核心产品线提供 种类丰富的机器人产品：多向穿梭车机器人(MSR)、自主移动机器人(AMR)以及输送分拣机器人(CSR)。公司的机器人产品组合具备存取、分拣及 搬运的核心功能，覆盖整个场内物流的业务范围。 凯乐士是智能场内物流机器人行业的成熟厂商之一，拥有广泛的机器人技术能力及多元化的自主研发机器人产品组合，涵盖广泛采用的高度和有 效载荷规格的核心场内物流功能。十多年来，公司长期致力于场内物流自动化的创新，按2024年的收入计，公司在中国前五大综合智能场内物流 机器人公司中名列第五，市场份额达1.6%。 凯乐士处于行业中游阶段，凭借系统设计领域的专业积淀，将先进机器人技术与智能软件结合，提供具备灵活性与可扩展性的自动化解决方案， 从而提高运营效率、增强可靠性、降低成本，适应不断变化的业务需求。公司的解决方案将传统仓库转变为能够满 ...

香港聯合交易所有限公司與證券及期貨事務監察委員會對本申請版本的內容概不負責，對其準確性或完整 性亦不發表任何意見，並明確表示概不就因本申請版本全部或任何部分內容而產生或因倚賴該等內容而引 致的任何損失承擔任何責任。 Zhejiang Galaxis Technology Group Co., Ltd. 浙江凱樂士科技集團股份有限公司 （「本公司」） （於中華人民共和國註冊成立的股份有限公司） 的申請版本 警告 本申請版本乃根據香港聯合交易所有限公司（「聯交所」）及證券及期貨事務監察委員會（「證監會」）的要求 而刊發，僅用作提供資訊予香港公眾人士。 本申請版本為草擬本，其內所載資料並不完整，亦可能會作出重大變動。 閣下閱覽本文件，即代表 閣 下知悉、接納並向本公司、本公司的聯席保薦人、保薦人兼整體協調人、整體協調人、顧問或承銷團成員 表示同意： 倘於適當時候向香港公眾人士提出要約或邀請，有意投資者務請僅依據呈交香港公司註冊處處長註冊的本 公司招股章程作出投資決定；招股章程的文本將於發售期內向公眾派發。 (a) 本文件僅為向香港公眾人士提供有關本公司的資料，概無任何其他目的；投資者不應根據本文件中 的資料作出任何 ...

Core Viewpoint - The company Lan Jian Intelligent has confirmed that its logistics robots, including AGV, shuttle robots, stackers, and AMR, are being widely used in projects for major clients such as Lenovo, CATL, and BYD [1] Group 1 - Lan Jian Intelligent's logistics systems have been implemented in multiple projects, indicating strong market demand for its robotic solutions [1] - The company is supplying various types of robots to significant players in the industry, showcasing its capability and reliability in the smart logistics sector [1]

Core Viewpoint - The company LanJian Intelligent has successfully implemented its intelligent logistics systems, including various types of robots, in major projects for well-known clients such as Lenovo, CATL, and BYD [1] Group 1: Company Overview - LanJian Intelligent specializes in intelligent logistics systems, offering products such as Automated Guided Vehicles (AGV), shuttle robots, stacker robots, and Autonomous Mobile Robots (AMR) [1] Group 2: Client Engagement - The company's robotic logistics systems have been widely adopted in projects for prominent companies, including Lenovo, CATL (300750), and BYD (002594) [1]

Core Viewpoint - Technological innovation is a crucial driver for China's economic transformation, yet many tech companies face challenges in financing due to their asset-light nature and lack of collateral [1] Group 1: Financial Support for Innovation - Beijing Bank has been exploring effective financial support paths for technological innovation since the establishment of its first branch in Zhongguancun Science Park in 1999 [1] - The bank aims to become the "first bank for specialized, refined, and innovative enterprises," directing financial resources towards under-recognized technological opportunities [1][4] - The bank has provided comprehensive financial services to companies like Ironwood and Zhonghuan New Energy, supporting their growth from early-stage funding to international expansion [2][3] Group 2: Tailored Financial Solutions - Beijing Bank offers a dynamic, full-lifecycle product portfolio tailored to the different financing needs of tech companies at various stages of development [5] - The bank has launched a one-stop online financing platform, "Tong E Loan," to simplify the financing process for enterprises [5] - The "Kechuang E Loan" and "Linghang E Loan" products have been upgraded to enhance the financing experience for specialized and innovative enterprises [5] Group 3: Ecosystem Building and Long-term Partnerships - Beijing Bank aims to build a financial ecosystem that goes beyond traditional lending, becoming a true partner in the growth of tech companies [6] - The bank has provided significant financial support, with a technology finance loan balance of 434.608 billion yuan as of June 2025, reflecting a growth rate of 19.31% [6] - The bank has served over 26,000 specialized and innovative enterprises, providing more than 1.3 trillion yuan in credit to over 55,000 tech SMEs [6]

Core Insights - Geek+ continues to expand its international market presence and partnerships, showcasing its leadership in the global smart robotics sector through various projects and collaborations [1] Group 1: International Expansion and Partnerships - Geek+ deepens its collaboration with Watsons Group to deploy the first robot fulfillment project in the Benelux region, enhancing operational efficiency by doubling order processing capacity [2] - The first autonomous mobile robot project in South Africa, developed in partnership with ECC for Takealot Group, wins the African Supply Chain Excellence Award, setting a new benchmark in Johannesburg's logistics sector [4] - Strategic partnerships with VARGO® and Zion Solutions Group aim to enhance e-commerce and retail fulfillment automation in the Americas, leveraging advanced technologies for improved operational efficiency [6][8] Group 2: Product Showcasing and Industry Recognition - Geek+ showcases three major picking solutions at the IMHX 2025 exhibition in the UK, highlighting innovations that address industry pain points and improve operational resilience [10] - The company’s solutions are also featured at six partner booths, demonstrating diverse application scenarios in the logistics sector [13]

Core Viewpoint - The report from CMB International highlights the competitive advantage of Geek+ due to its innovative autonomous mobile robot (AMR) technology, with significant growth potential in the warehouse logistics sector driven by increasing AMR penetration rates [1] Group 1: Company Overview - Geek+ operates in 40 countries and serves over 800 end customers, with 72% of its revenue expected to come from overseas by 2024 [1] - As the first publicly listed warehouse AMR company in Hong Kong, Geek+ possesses unique value in the market [1] Group 2: Financial Projections - The company is projected to achieve a compound annual growth rate (CAGR) of 34% in revenue from 2024 to 2027 [1] - Significant profitability is anticipated starting in 2026 [1] Group 3: Investment Rating - CMB International initiates coverage on Geek+ with a "Buy" rating and sets a target price of HKD 26.7, which corresponds to a price-to-sales ratio of 7.7 times the forecast for 2026 [1]

Core Viewpoint - 招银国际 has initiated coverage on 极智嘉-W (02590) with a target price of HKD 26.7 and a "Buy" rating, citing the company's rapid penetration in the global warehouse automation market as a reason for a valuation premium [1] Group 1: Company Overview - 极智嘉 is positioned in the autonomous mobile robot (AMR) sector, with significant technological innovations and over 800 end customers across 40 countries [1] - The company is expected to achieve a 72% share of overseas revenue by 2024, indicating strong international growth potential [1] Group 2: Market Potential - The firm anticipates a structural increase in AMR penetration rates in warehouse fulfillment, which 极智嘉 is well-positioned to capitalize on in the coming years [1] - Revenue growth for 极智嘉 is projected to compound annually at 34% from 2024 to 2027, with meaningful profitability expected to begin in 2026 [1] Group 3: Competitive Advantage - A comparative analysis of industry products and customer return on investment has confirmed 极智嘉's competitive advantages in the market [1] - As the first AMR company listed in the Hong Kong stock market, 极智嘉 is considered to have a unique value proposition [1]

Core Viewpoint - 招银国际 has initiated coverage on 极智嘉-W (02590) with a target price of HKD 26.7 and a "Buy" rating, citing the company's rapid penetration in the global warehouse automation market as a reason for a valuation premium [1] Company Summary - 极智嘉 is expected to leverage structural improvements in the penetration rate of Autonomous Mobile Robots (AMR) in warehouse fulfillment, with overseas revenue projected to account for 72% by 2024 [1] - The company has over 800 end customers across 40 countries, highlighting its extensive market reach and competitive advantage [1] - 招银国际 predicts a compound annual growth rate (CAGR) of 34% in revenue from 2024 to 2027, with meaningful profitability anticipated starting in 2026 [1] - As the first AMR company listed in the Hong Kong stock market, 极智嘉 is considered to have unique value due to its scarcity in the market [1] Industry Summary - The report emphasizes the technological innovation in the AMR sector, which is driving the growth of warehouse automation [1] - The competitive landscape is analyzed through comparisons with peer products and customer return on investment, reinforcing 极智嘉's market position [1]