智通财经APP获悉，招银国际发布研报称，给予极智嘉-W(02590)26.7港元目标价，首次予“买入”评级。
考虑到极智嘉在全球仓储自动化市场的快速渗透，该行认为极智嘉应享有估值溢价。基于自主移动机器人(AMR)领域的技术创新，并在全球40个国家拥有逾800家终端客户，极智嘉(2024年海外收入占比达72%)预计在未来数年充分把握仓储履约AMR渗透率结构性提升的机会。
该行透过比较同业产品及计算客户投资回报率，进一步确认了极智嘉的竞争优势。预测极智嘉2024-2027收入复合年增长将达到34%，并有望自2026年起实现有意义的盈利。作为港股市场首个仓储AMR企业，该行认为极智嘉具备稀缺性价值。
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