【券商聚焦】兴业证券首予极智嘉-W“增持”评级 指规模效应渐显 潜在业绩弹性大

金吾财讯
Sep 02, 2025

金吾财讯 | 兴业证券发研报指,仓储自动化大势所趋,AMR方案提效降本,2020-2024年市场规模CAGR达32.4%,预计2029年超千亿元,较2024年年复合增长超30%。2024年极智嘉-W(02590)AMR方案收入24亿元;其中仓储履约AMR收入22亿元,全球份额9.0%,位列第一,连续六年保持领先。截至2025H1末,公司累计交付超6.6万台机器人,服务全球电商零售、时尚快销、第三方...

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