9月11日，智能物流机器人提供商凯乐士科技本周连续五日上涨，今日午后强势拉升，一度大涨30.34%至47港元，股价创上市新高，市值超200亿港元。该股于今年3月24日登陆港交所，迄今不到半年时间，现价较IPO定价(16.66港元)已累涨182%。
消息面上，凯乐士科技正式调入港股通标的证券名单，9月7日起生效。自此，符合资格的内地投资者可通过港股通渠道直接交易凯乐士科技股票，南向资金配置通道正式打开，投资者结构持续丰富，公司股票的流动性与交易活跃度有望进一步提升。
兴证国际发研报指，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，受益于全球智能场内物流需求释放，业绩边际改善。预计公司2026-2028年收入依次为11.83、14.88、18.55亿元，分别同比+30.2%、+25.8%、+24.7%。该行首次覆盖并给予公司“增持”评级。
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