Zhitong Finance App learned that Guohai Securities released a research report stating that Galaxis Technology (02729.HK) is committed to providing “hardware+software+artificial intelligence” integrated solutions for warehousing and in-market logistics. The company is expected to benefit from the intelligent upgrading of the manufacturing industry, the increase in demand for e-commerce retail and warehousing automation, the increase in demand for intelligent logistics equipment brought about by Chinese enterprises going overseas, and the restructuring of the global supply chain. In the future, with the gradual delivery of on-hand orders, the continuous deepening of overseas localization layout, the release of benchmark project demonstration effects, and scale effects, the company's revenue is expected to maintain rapid growth, and profitability is expected to gradually improve. The bank expects the company's revenue to be 11.88/15.30/1,957 billion yuan in 2026-2028, covering it for the first time and giving it a “buy” rating.
智通财经·09/13/2026 11:25:02
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Zhitong Finance App learned that Guohai Securities released a research report stating that Galaxis Technology (02729.HK) is committed to providing “hardware+software+artificial intelligence” integrated solutions for warehousing and in-market logistics. The company is expected to benefit from the intelligent upgrading of the manufacturing industry, the increase in demand for e-commerce retail and warehousing automation, the increase in demand for intelligent logistics equipment brought about by Chinese enterprises going overseas, and the restructuring of the global supply chain. In the future, with the gradual delivery of on-hand orders, the continuous deepening of overseas localization layout, the release of benchmark project demonstration effects, and scale effects, the company's revenue is expected to maintain rapid growth, and profitability is expected to gradually improve. The bank expects the company's revenue to be 11.88/15.30/1,957 billion yuan in 2026-2028, covering it for the first time and giving it a “buy” rating.