智通财经APP获悉，凯乐士科技(02729)盘中涨超14%，截至发稿，涨12.62%，报23.02港元，成交额109.97万港元。
消息面上，今年上半年，凯乐士科技实现收入约人民币5.05亿元，同比增长45.1%。截至6月末，公司在手待交付订单约22亿元，其中海外进行中项目56个、待交付金额7.1亿元；上半年海外商机同比增长61.5%，海外合作伙伴累计22家、覆盖31个国家和地区，并在澳大利亚、日本、巴西等市场及瑞典家居零售商的全球穿梭车供应商名录上取得突破。
国海证券认为，公司致力于为仓储与场内物流提供“硬件+软件+人工智能”一体化解决方案。公司有望受益于制造业智能化升级、电商零售仓储自动化需求提升、中资企业出海及全球供应链重构带来的智能物流装备需求增长。未来随着在手订单逐步交付、海外本地化布局持续深化、标杆项目示范效应释放以及规模效应显现，公司收入有望保持较快增长，盈利能力有望逐步改善。
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