极智嘉-W:三大优势引领仓储自动化行业变革

兴业证券
Oct 22

投资要点:我们的观点:极智嘉是全球仓储履约 AMR 龙头,技术+出海+客户三大优势引领仓储自动化 行业变革。公司以核心算法构筑壁垒,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。我们 预计公司 2025-2027 年营收分别为 31.73、42.16、55.19 亿元(人民币,下同),分别同比 +31.7%、+...

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