智通财经获悉，从2025年春晚的秧歌表演，到2026年春晚的后空翻、耍棍术，短短一年间，国产人形机 器人的运动能力与智能水平实现跨越式提升。春节港股开市期间，机器人概念股逆市走强，优必选 (09880)、禾赛(02525)、越疆(02432)等机器人龙头纷纷走高。分析人士认为，2026年春晚人形机器人的 表演，不仅是国产链技术快速迭代的集中展示，更标志着产业正从"0到1"的验证阶段迈向"1到10"的量 产新篇章，人形机器人核心零部件及整机代工环节将迎来确定性产业催化。 中信证券认为，当前，机器人产业正处于从"技术愿景"向"产业实景"跃迁的关键奇点。这是一场关于算 力、算法与精密制造的技术竞赛。2026年将成为产业"量产元年"，政策层面将持续深化"监管前置+央地 竞合"的精细化治理模式;资本层面则将通过A股与港股的IPO制度创新，全方位承接产业链的资产证券 化浪潮。 在今年的春晚舞台上，松延动力、宇树科技、魔法原子、银河通用四家国产机器人企业，分别亮相小 品、武术、歌曲及微电影四大类节目。 具体来看，宇树科技的G1与H2型号人形机器人在武术表演《武BOT》中，不仅完成连续花式翻桌跑 酷，更上演全球首次机器人Ai ...

智通财经APP获悉，从2025年春晚的秧歌表演，到2026年春晚的后空翻、耍棍术，短短一年间，国产人 形机器人的运动能力与智能水平实现跨越式提升。春节港股开市期间，机器人概念股逆市走强，优必选 (09880)、禾赛(02525)、越疆(02432)等机器人龙头纷纷走高。分析人士认为，2026年春晚人形机器人的 表演，不仅是国产链技术快速迭代的集中展示，更标志着产业正从"0到1"的验证阶段迈向"1到10"的量 产新篇章，人形机器人核心零部件及整机代工环节将迎来确定性产业催化。 浙商证券表示，2026年机器人板块进入1-10演绎阶段，特斯拉机器人链上半年落地定点与供应链进行产 能准备，下半年开始逐渐进入量产阶段，国内机器人本体跟进，国内外本体供应链共振，预计真正的供 应链有望展开持续性行情，非核心圈边缘性标的也有阶段性机会。 中信证券认为，当前，机器人产业正处于从"技术愿景"向"产业实景"跃迁的关键奇点。这是一场关于算 力、算法与精密制造的技术竞赛。2026年将成为产业"量产元年"，政策层面将持续深化"监管前置+央地 竞合"的精细化治理模式;资本层面则将通过A股与港股的IPO制度创新，全方位承接产业链的资产证券 ...

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 ...