兴业证券:维持极智嘉-W(02590)“增持”评级 三大优势引领仓储自动化行业变革

智通财经
Oct 23

智通财经APP获悉,兴业证券发布研报称,维持极智嘉-W(02590)“增持”评级,建议投资者关注。该行预计,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%、+32.9%、+30.9%;净利润(Non-IFRS)分别为1.73、4.20、7.11亿元,利润率分别为5.5%、10.0%、12.9%。若公司后续被纳入港股通,该行预计估值弹性或进一步增强。

报告中称,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。

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