港股异动 | 凯乐士科技(02729)盘中涨近12% 公司加速布局具身智能机器人 出海增长新曲线有望打开

智通财经
Aug 17

智通财经APP获悉,凯乐士科技(02729)盘中涨近12%,截至发稿,涨9.51%,报37.78港元,成交额457.48万港元。

消息面上,凯乐士科技作为创始成员单位,携手产业、高校、科研机构等多方主体,合力推动数字智能落地实体产业,成立国内首个物理智能创新联合体(CPAII)。此外,本月初,公司宣布进军具身智能机器人技术领域,全力打造“全域协同的无人场内物流系统”,其中,“物流大脑”与数据飞轮为凯乐士科技的核心优势。

兴业证券指出,凯乐士科技是中国头部物流机器人公司,公司掌握场内物流自动化全栈式技术,大型项目方案及落地能力占优,发力出海战略。信达证券表示,公司预计未来中国内地以外市场收入有望持续贡献增长,针对已布局区域如亚太、东南亚及中东,利用本土集成商和现有客户深化市场渗透,同时积极寻求北美、欧洲及澳大利亚等地区新业务机会,打开出海增长新曲线。

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