On February 6th, GEEKPLUS-W (02590), a leader in AI and robotics, was officially included in the Hong Kong Stock Connect's Southbound Trading list. Influenced by temporary market sentiment fluctuations and short-term profit-taking in the Hong Kong stock market, the company's share price experienced a correction on the day. However, the intraday turnover volume increased significantly compared to the previous trading session, indicating clear signs of sustained attention from southbound capital. Post-market data revealed that the two primary southbound channels, China Investment (Shanghai-Hong Kong Connect) and China Creation (Shenzhen-Hong Kong Connect), collectively recorded a net purchase of over 570,000 shares, establishing them as the core buying force for the day and confirming that southbound capital is actively positioning in the stock. Market institutions and industry experts widely view the inclusion as a key milestone enhancing the company's standing in the capital markets. They believe short-term price volatility does not alter the core logic of its fundamentally sound and improving outlook; instead, it presents a valuable window for medium to long-term capital allocation. As a frontrunner in AI and robotics, GEEKPLUS-W attracted continuous attention from southbound capital on its very first day of inclusion. "The enhanced liquidity resulting from inclusion is the central point of interest; the short-term pullback precisely offers a strategic entry point for medium and long-term funds," noted a Hong Kong technology sector analyst, highlighting that the company's global footprint and technological barriers are key characteristics attracting southbound investment. This inclusion not only introduces southbound capital as a significant new funding source for GEEKPLUS-W but is also expected to substantially boost the company's visibility and liquidity within the capital markets. Statistics show that technology companies included in the Stock Connect in recent years have typically seen their southbound holdings increase by over 10% within 30 trading days post-inclusion. With sustained capital inflows, the company's valuation framework is anticipated to align more closely with leading global technology firms. Fundamentally, GEEKPLUS-W represents a rare entity within the Hong Kong-listed robotics sector, distinguished by its strong commercial execution capabilities. On February 5th, the company disclosed that its order book for 2025 reached RMB 4.137 billion, representing a year-on-year increase of approximately 31.7%, a growth rate significantly outpacing the industry average and paving a clear path for future revenue expansion. Regarding global development, the company continues to secure and implement large-scale orders in emerging markets such as Eastern Europe and Latin America, further solidifying its international presence. Furthermore, GEEKPLUS-W has entered into a strategic cooperation agreement with a leading global e-commerce player, which has committed to annual procurement valued in the billions of RMB. This signifies the company's deep integration into the core supply chains of its clients, with its solutions' cross-regional applicability and standardization capabilities gaining recognition from major enterprises, enabling global project replication alongside customers. In the burgeoning field of embodied intelligence, the company is accelerating its pace of technological breakthroughs and industrial application. Its self-developed Geek+ Brain foundation model has achieved precise picking of ultra-large-scale SKUs in warehouse scenarios. It also launched the world's first unmanned picking workstation and officially established a presence in the Xiong'an New Area on February 4th, leveraging local computing power and scenario resources to accelerate embodied intelligence R&D. As these technological advancements commercialize, the company is poised to unlock new growth avenues, making its future prospects highly promising. Leading brokerages assess that with the further realization of economies of scale, the company has the potential to achieve a profitability breakthrough in the near term. China Merchants Securities forecasts that GEEKPLUS-W could achieve adjusted profitability in the 2025 fiscal year, entering a phase of scaled profitability by 2026. Daiwa Securities points to the company's rapid order growth in key markets like the US and its difficult-to-replicate technological barriers as strong supports for gross margin expansion by 2026. Bank of America Securities anticipates the company will turn profitable in 2025 and projects earnings per share to grow by 55% year-on-year by 2028. Market observers attribute the recent short-term share price volatility primarily to tactical moves by investors rather than any change in the company's fundamental strengths. They believe that with continued allocation from southbound capital post-inclusion and the subsequent unfolding of its commercial progress, the long-term value of GEEKPLUS-W will gradually be validated. This inclusion marks a significant milestone in the company's global strategy and offers investors a core opportunity to participate in the growth of the global intelligent logistics industry.