金吾财讯 | 招银国际表示，极智嘉(02590)公布2025年新增订单41亿元人民币，同比增长约31.7%，主要由于 (1) 成熟市场保持稳定增长，同时在拉丁美洲及东欧等新兴区域市场持续拓展新客户并获取新订单；(2) 在食品饮料等细分领域取得突破；(3) 公司深化与关键客户的战略合作并实现持续的重复采购。该机构指，尽管新增订单增速低于该机构预估的39%，但该机构认为增速仍然理想，并为2026年实现30%以上的收入增长奠定基础，该机构继续看好极智嘉仓储自主移动机器人 (AMR) 在仓储履约中渗透率提升的结构性增长机会，以及在具身机器人的突破，维持“买入”评级。
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