Extreme Intelligence (02590) Releases First Quarterly Report After IPO, Expected Revenue to Surge, Losses Narrowed by 9%, and Robotics Again Adds Growth Engine
August 4, 2025, Extreme Intelligence (02590), known as the "Global AMR Robot Leader", officially released its first quarterly report since listing, delivering a stunning "red card" answer.
According to the latest performance forecast, the company expects revenue for the first half of 2025 to be RMB 9.95-10.3 billion, with a year-on-year growth rate of 27-32%. At the same time, the company's net loss during the reporting period is expected to be RMB 4500-5500 million, with a significant reduction of 90-92% compared to the previous year, adjusted for non-recurring items and losses narrowed by 90-95%.
The notable improvement in core financial indicators not only demonstrates the continued optimization of operating efficiency but also marks Extreme Intelligence's accelerated pace towards profitability, continuously occupying a leading position in commercialized robot performance.
As can be seen from the announcement, Extreme Intelligence' s revenue increase is mainly driven by the delivery completion of warehouse mobile robots and solutions during the reporting period, with order execution efficiency significantly improved. The adjusted loss was narrowed due to two major driving forces: the main business scale effect continued to release, and revenue growth led to a steady improvement in gross profit margins; the company's foreign exchange gains were also significantly increased due to the appreciation of the euro against the RMB, further optimizing its financial performance.
It is worth noting that Extreme Intelligence recently announced the establishment of a wholly-owned subsidiary, Beijing Extreme Intelligence Intelligent Technology Co., Ltd., officially entering the field of human-computer interaction technology. The subsidiary will focus on developing and commercializing robotic arms, general-purpose robots, and related products, targeting logistics, manufacturing, and other B2B scenarios. The new business will form high synergy with existing AMR product lines, leveraging Extreme Intelligence' s strong brand influence, mature sales channels, and massive scenario data to accelerate the scale landing of technical achievements.
Extreme Intelligence' s entry into human-computer interaction technology not only reflects its natural extension of technological capabilities but also anticipates the massive robot market in the future. The development path of human-computer interaction technology will likely start from warehouse scenarios, gradually expanding to intelligent manufacturing, commercial services, and home applications. Extreme Intelligence, with its leading position in logistics robots, deep understanding of scenario logic, and strong global deployment capabilities, has a natural first-mover advantage.
According to data from Cision Consulting, Extreme Intelligence' s business covers more than 40 countries globally, serving over 800 terminal customers, with a customer retention rate of 74.6% in 2024, and a key customer retention rate of approximately 84.3%, far exceeding industry averages.
Extreme Intelligence not only has the ability and resources to provide mature application scenarios and benchmark verification channels for its human-computer interaction technology and products but also accelerates market entry processes and provides guarantees for globalization and scale expansion.
In this regard, once Extreme Intelligence achieves breakthroughs in human-computer interaction technology, it will successfully transition from a logistics robot company to a comprehensive intelligent robotics company covering broader application scenarios, fully opening up growth ceilings. This not only reshapes the company's valuation logic but also becomes its core premium source of long-term investment value.
This human-computer interaction robot track is led by companies such as USTech, which was the first to publicly launch high-performance quadruped robots and achieve industry deployment; Zhien Robotics built a leading general-purpose robotic product and ecosystem, constructing an AI-powered technology stack from "body" to "AI"; and Yuibao selected human-shaped robots for the first time in automotive factories and other commercial scenarios, achieving deep cooperation with multiple leading companies. Extreme Intelligence' s human-computer interaction strategy is positioned in the logistics field, leveraging its natural advantages to occupy a unique ecological position.
Extreme Intelligence not only has strong commercialization capabilities and forward-looking strategic layouts but also has powerful technological barriers. The company has long maintained high-intensity R&D investments, building a comprehensive technology system covering AI-driven robotics sensing, decision-making, and control, as well as multi-agent collaboration. As of December 31, 2024, Extreme Intelligence had obtained 1,867 patents, with its R&D personnel accounting for 41%, one of the largest R&D teams in the industry.
The policy winds also inject strong impetus into the development of the industry. On July 31, the National Development and Reform Commission reviewed and approved the "Opinions on Deepening the Implementation of the 'Artificial Intelligence +' Action". The meeting pointed out that it is necessary to deeply implement the "Artificial Intelligence +" action, vigorously promoting the large-scale commercialization of artificial intelligence applications, accelerating the popularization and deep integration of artificial intelligence in various fields of economic and social development, and forming a virtuous cycle of innovation driving application and application driving innovation.
In the background of accelerated deployment in scenarios such as "Artificial Intelligence + Logistics" and "Artificial Intelligence + Manufacturing", Extreme Intelligence, as a technological pioneer, is poised to seize this strategic opportunity.
As can be seen from the above, Extreme Intelligence' s continuous high growth is not accidental but rather the result of multiple factors resonating, including commercialization leadership, globalized business coverage, AI R&D and application capabilities. In the context of the national strategy for accelerating the development of artificial intelligence, the industry's upgrading wave rising globally, and the company's own strong leading position in robotics technology, future performance and valuation are expected to continue to rise, unlocking broader growth space.