致：香港交易及結算所有限公司 公司名稱: 港仔機器人集團控股有限公司（於百慕達註冊成立之有限公司） 呈交日期: 2026年2月2日 FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2026年1月31日 狀態: 新提交 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00370 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 25,000,000,000 | HKD | | 0.1 HKD | | 2,500,000,000 | | 增加 / 減少 (-) | | | | | | HKD | | | | 本月底結存 | | | 25,000,000,000 | HKD | | 0.1 HKD | | 2,500,000,000 ...

Group 1 - The performance of the robotics sector is mixed, with companies like Woan Robotics (06600) rising by 18.71%, Gangzi Robotics (00370) by 4.44%, and Ubtech (09880) by 2.34%, while others like Yunji (02670) fell by 3.17% and Micron Robotics (02252) by 1.62% [1][2] - Tencent's Senior Executive Vice President, Tang Daosheng, stated that Chinese robotics companies deserve higher valuations in the capital market, emphasizing that the competitive environment forces companies to accelerate technology iteration and application, which has not been fully priced by the market [1][2] - Guojin Securities highlighted that 2026 is a crucial year for humanoid robots, with Tesla's supply chain expected to launch its first mass-produced product in Q1 2026, and large-scale production lines to be completed in H1 2026, leading to a significant increase in domestic shipments from thousands to tens of thousands [1][2]

Core Viewpoint - The collaboration between 港仔机器人 and the Hong Kong Logistics Robot Research Center marks a significant advancement in the field of humanoid bipedal robots, focusing on practical applications in various service sectors [1] Company Summary - 港仔机器人 experienced a stock price increase of over 13% during trading, currently up by 5.62% at HKD 0.94, with a trading volume of HKD 4.4342 million [1] - The company has signed a memorandum of cooperation with the Hong Kong Logistics Robot Research Center to advance embodied intelligence technology in commercial, hotel, and home service scenarios [1] - 港仔机器人 previously secured an order agreement for no less than 1,000 units with Hong Kong Tonghong Security, with a total contract value of RMB 300 million, which is currently in the delivery phase [1] Industry Summary - Citigroup's research indicates that global humanoid robot production is expected to enter an exponential growth phase by 2026, with production anticipated to at least double compared to 2025 [1] - The growth trajectory across the industry chain is clear, with high-value core components and rigid demand, accelerating order and mass production for complete machine enterprises [1] - The industry is transitioning from technology validation to large-scale production, presenting high certainty for long-term investment value [1]

Group 1 - The core point of the article highlights that 港仔机器人 (00370) has seen a significant stock price increase, rising over 13% during trading and currently up 5.62% at HKD 0.94, with a trading volume of HKD 4.4342 million [1] - 港仔机器人 has signed a memorandum of cooperation with the Hong Kong Logistics Robot Research Center to collaborate in the field of full-size humanoid biped robots, focusing on the application of embodied intelligence technology in commercial, hotel, and home service scenarios [1] - This strategic partnership represents a significant market advancement for 港仔机器人 in the local embodied intelligence robot application sector, following a procurement agreement with Hong Kong Tonghong Security for at least 1,000 units, totaling RMB 300 million, which is currently in the delivery phase [1] Group 2 - Citigroup's recent report indicates that global humanoid robot production is expected to enter an exponential growth phase by 2026, with production anticipated to at least double compared to 2025 [1] - The growth trajectory across various segments of the industry is clear, with high-value core components in demand, and the acceleration of orders and mass production for complete machine enterprises, indicating a transition from technology validation to large-scale production [1] - The industry is seen as having high long-term investment value due to its clear growth paths and robust demand [1]

FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年12月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 港仔機器人集團控股有限公司（於百慕達註冊成立之有限公司） 呈交日期: 2026年1月2日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00370 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 25,000,000,000 | HKD | HKD | 0.1 | | 2,500,000,000 | | 增加 / 減少 (-) | | | | | | HKD | | | | 本月底結存 | | | 25,000,000,000 | HKD | | 0.1 HKD | | 2,500,000,000 ...

Core Viewpoint - Hong Kong Robot (00370) has announced a product delivery agreement with Tonghong Security for the purchase of embodied intelligent security robots, with the first batch of 100 units to be delivered by March 29, 2026 [1] Group 1: Agreement Details - The product delivery agreement was established on December 29, 2025, between Hong Kong Robot and Tonghong Security [1] - The first batch of 100 embodied intelligent security robots will meet the specified configuration and parameter standards [1] - Each robot is priced at 300,000 RMB [1] Group 2: After-Sales Services - After product acceptance by Tonghong Security, Hong Kong Robot will provide various after-sales services [1] - Services include installation, operational guidance, regular on-site inspections, data recording and analysis, and support for daily operations [1]

Core Viewpoint - Hong Kong Robot (00370.HK) announced a procurement agreement with Tonghong Security for the purchase of embodied intelligent security robots, with the first batch of 100 units to be delivered within three months from the agreement date [1] Group 1: Agreement Details - The product delivery agreement specifies that the first batch of 100 embodied intelligent security robots will meet the tested and defined configuration and parameter standards [1] - The price for each embodied intelligent security robot is set at RMB 300,000 as stated in the procurement announcement [1] Group 2: After-Sales Services - After the acceptance of the products by Tonghong Security, Hong Kong Robot will provide after-sales services, including installation, operational guidance, regular on-site inspections, recording and analyzing operational data, and support for daily operations [1]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公佈之內容概不負責，對其準確 性或完整性亦不發表任何聲明，亦明確表示概不就因本公佈全部或任何部份內容而產生或因 倚賴該等內容而引致之任何損失承擔任何責任。 董事局欣然宣佈，於二零二五年十二月二十九日，香港仔機器人與通宏護衛就具身智能安保 機器人訂立產品交付協議（「產品交付協議」）。 根據產品交付協議，香港仔機器人與通宏護衛協定，首批100台已符合經過測試及定型的機 器人的配置與參數的交付標準之具身智能安保機器人，將自產品交付協議日期起三個月內交 付。 1 具身智能安保機器人之售價維持於採購公佈所述之每台人民幣300,000元。 於通宏護衛驗收產品後，香港仔機器人將提供下列售後服務，包括但不限於安裝、提供操作指 導、定期現場檢查、記錄及分析運行時數據，以及支援日常運營。 本公佈應與採購公佈一併閱讀。採購公佈所載之所有其他資料及內容維持不變。 Hong Kong Robotics Group Holding Limited 港仔機器人集團控股有限公司 （於百慕達註冊成立之有限公司） （股份代號：370） 自願公告—有關 首批具身智能安保機器人交付的業務最新資料 ...

Core Viewpoint - The Hong Kong stock market has seen significant gains, with several companies experiencing substantial increases in their stock prices, indicating a bullish trend in the market. Group 1: Top Gainers - Nobikang (02635.HK) has surged by 336.25%, reaching a price of 349.00 [1][2] - Relax Health (02661.HK) has increased by 156.39%, with a latest price of 58.15 [1][2] - New Idea Group (08412.HK) has risen by 27.78%, now priced at 0.46 [1][2] - Star Kai Holdings (01166.HK) has gained 25.86%, with a current price of 0.73 [1][2] - He Feng Group (02320.HK) has seen a rise of 25.71%, priced at 0.0886 [1][2] - Asia Express (08620.HK) has increased by 25.61%, now at 0.10 [1][2] - Chuanghui Jewelry (08537.HK) has grown by 20.97%, with a price of 0.30 [1][2] - Port Robot (00370.HK) has risen by 17.33%, priced at 0.88 [1][2] - Yijun Group Holdings (02442.HK) has increased by 17.09%, now at 12.06 [1][2] - Fengzhan Holdings (01826.HK) has gained 15.85%, with a latest price of 0.095 [1][2]

Core Insights - Hong Kong Robotics (00370) has signed a memorandum of cooperation with the Hong Kong Logistics Robot Research Center to collaborate in the field of full-sized humanoid biped robots [1][2] - The partnership aims to advance embodied intelligence technology in commercial services, hotel services, and home services through pilot projects [1] - This strategic collaboration marks a significant market advancement for Hong Kong Robotics in the local embodied intelligence robot application sector [1] Company Developments - Hong Kong Robotics has previously signed a procurement agreement for no less than 1,000 units with Hong Kong Tonghong Security, with a total contract value of RMB 300 million, currently in the delivery phase [1] - The company is leveraging its technical advantages in the cloud-based brain and humanoid robot fields through partnerships with domestic robot unicorns [1] - The collaboration will enhance the integration of embodied intelligence robots into various industry applications, focusing on humanoid robots, embodied intelligence applications, heterogeneous multi-machine collaborative systems, and multimodal large models [1] Industry Context - The Hong Kong Logistics Robot Research Center, part of the Hong Kong SAR government's "InnoHK Innovation Hong Kong R&D platform," has a complete innovation loop from basic research to industrial incubation [2] - The center possesses full-chain R&D capabilities in mechanical design, AI algorithms, hardware execution, and system integration, with its LY1 quadruped robot and dual-arm embodied operating system gaining international recognition [2] - The embodied intelligence robot application sectors present trillion-level market opportunities, with Hong Kong's market being fertile ground due to policy support and explosive market demand [2] - Following the security robot orders, this collaboration is expected to bring new business performance expectations for Hong Kong Robotics [2] - On December 23, the company's stock price experienced significant movement, with an intraday increase of over 50% and a notable increase in trading volume, indicating potential value investment interest [2]