大行评级丨大摩：首予极智嘉超配评级目标价21.6港元

格隆汇08-11

摩根士丹利发表报告，首予极智嘉-W(2590.HK)“超配”评级，目标价21.6港元，因自主移动机器人(AMR)市场有望实现强劲增长。大摩称，该集团是最大第三方AMR仓库履约解决方案提供商，其全面解决方案及强大的产品竞争力续推动其增长。去年72%收入来自海外销售，著名客户包括Körber、Zara及UPS等，毛利率达47%，国内仅11%，预计海外收入比重续升，到2027年提高至75%。该公司7...

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大行评级丨大摩：首予极智嘉超配评级 目标价21.6港元

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大行评级丨大摩：首予极智嘉超配评级目标价21.6港元