异动解读 | 极智嘉-W盘中大涨5.13%,半年业绩预告亮眼

异动解读
Aug 05

8月5日周二早盘,港股上市公司极智嘉-W(02590.HK)股价表现强劲,盘中大涨5.13%,引发市场关注。

此番股价上涨主要受益于公司发布的积极业绩预告。极智嘉于8月4日晚间公布了2025年上半年业绩预告,预计营收同比增长27%-32%,达到9.95亿至10.3亿元人民币。更引人注目的是,公司预计净亏损将大幅收窄90%-92%,降至4500万至5500万元人民币;而经调整后净亏损(非国际财务报告准则计量)预计将收窄90%-95%,降至1000万至2000万元人民币。

业绩改善主要得益于两个因素:首先,公司仓储移动机器人解决方案业务进一步提升,完成交付项目增多,带动收入明显增长,从而提升毛利水平。其次,期内欧元兑人民币升值带来较多汇兑收益。此外,极智嘉近期还宣布正式进军具身智能这一前沿领域,设立全资子公司北京极智嘉具身智能科技有限公司,进一步拓展公司的业务版图,为未来增长注入新动力。

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