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极智嘉发布具身智能新作,持续推进“通用仓储机器人”战略
Core Insights - The launch of the unmanned picking workstation and the first full-process unmanned picking robot solution marks a significant advancement for the company, positioning it as one of the few global firms capable of providing a comprehensive unmanned picking solution [1] - The new solution transitions smart warehousing from "partial intelligence" to "full-process intelligence," elevating the level and prospects of unmanned warehouses to new heights [1] - The company aims to achieve its strategic goal of a "fully unmanned warehouse" by focusing on the development and testing of robotic packing technology [1] Company Developments - The unmanned picking workstation is driven by the Geek+ Brain model, overcoming technical challenges related to precise picking and efficient adaptation for a large number of SKUs [1] - The workstation supports two modes: single-order picking for immediate response and total picking for optimal efficiency, making it adaptable to various industries such as e-commerce, retail, pharmaceuticals, and 3PL [2] - The workstation integrates seamlessly with the company's entire range of autonomous mobile robots, enhancing overall operational efficiency and advancing the unmanned process to the packing stage [2] Market Outlook - Morgan Stanley's report indicates a 70% to 80% probability that the company's stock price will rise in the next 30 days, citing recent stock price declines that have made short-term valuations more attractive [2] - The company has experienced accelerated growth in new orders for the third quarter, with strong fundamentals and no signs of a slowdown in growth [2] - Since its listing on the Hong Kong Stock Exchange on July 9, the company's stock price has increased by 68.33% from its initial offering price [3]