异动解读 | 极智嘉-W盘中大涨5.31%,创上市新高,上半年业绩亮眼

异动解读
Sep 02, 2025

港股极智嘉-W(02590)今日盘中大涨5.31%,股价一度攀升至22.62港元,创下上市以来新高,引发市场广泛关注。

此次股价上涨主要得益于公司近期发布的强劲中期业绩报告。数据显示,极智嘉2025年上半年收入约10.25亿元,同比增长31%;毛利约3.6亿元,同比增长43.1%;经调整净亏损为1189万元,同比大幅收窄94%。值得注意的是,公司上半年新增订单达17.60亿元,同比增长30.1%,其中最大单笔订单金额超过1亿元,彰显了公司强劲的市场竞争力。

作为全球仓储履约AMR(自主移动机器人)领域的龙头企业,极智嘉正受到资本市场的青睐。兴业证券和国信证券等券商纷纷发布积极研报,看好公司未来发展。分析师指出,极智嘉核心算法构筑了技术壁垒,三大解决方案满足客户核心需求,同时公司正积极布局具身智能领域,有望进一步拓展长期增长空间。随着公司业务规模持续扩大,规模效应逐步显现,未来业绩弹性可期。

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