港股上市仅两日后，极智嘉－Ｗ（02590）今日盘中大跌5.03%。该公司作为全球AMR（自主移动机器人）仓储机器人市场的先行者，于7月9日在港交所挂牌上市，首日收盘涨幅5.36%，但短期内即遭遇大幅回调。
极智嘉此次IPO发行价为16.8港元，募集资金总额约27.12亿港元。上市首日，公司股价收于17.7港元，总市值达233.7亿港元。然而，今日的大跌或反映了投资者对公司财务状况的担忧。根据公开信息，极智嘉虽然营收持续增长，但仍未实现盈利。2024年公司营收为24.09亿元，但净亏损达8.32亿元。
此外，极智嘉面临着一些经营挑战。公司新增终端客户数量呈逐年减少趋势，从2022年的92位下降至2024年的61位。在工业搬运业务领域，由于竞争加剧和对大客户议价能力较弱，毛利率从2023年的18.4%下降至2024年的12.1%。这些因素可能引发了投资者对公司未来增长前景的担忧，导致股价回调。
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