智通财经APP获悉，极智嘉-W(02590)早盘涨超5%，高见22.62港元创上市新高。截至发稿，涨3.82%，报22.28港元，成交额3049.21万港元。
消息面上，极智嘉近日公布中期业绩，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，同比收窄94%。公告称，收入增长主要来自核心产品机器人解决方案的销售，反映了来自电商零售、时尚快销、第三方物流等核心垂直领域的复购终端客户和新终端客户的持续强劲需求。值得注意的是，上半年公司取得订单17.60亿元，同比增长30.1%，其中，最大单笔订单额超亿元。
兴业证券发布研报称，极智嘉是全球仓储履约AMR龙头，核心算法构筑壁垒，三大方案满足客户核心诉求，布局具身智能拓展长期空间；公司业务触达全球，出海表现卓越，客户复购率高；规模效应渐显，潜在业绩弹性大。国信证券则指出，公司设立具身智能公司，提升机械手拣货、通用机器人制造等能力，未来公司智能化优势、规模效应有望逐步显现。
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