Group 1 - The core viewpoint of the articles highlights a significant surge in robot-related stocks, driven by the popularity of robot performances during the Spring Festival Gala, leading to increased sales and interest in the sector [1][2] - Notable stock performances include Yujiang (02432) up 6.52% to 42.5 HKD, Hesai-W (02525) up 6.05% to 214 HKD, and SUTENG (02498) up 5.76% to 36.38 HKD, among others [1] - JD reported a substantial increase in robot-related metrics during the Spring Festival Gala, with search volume up over 300%, customer inquiries up 460%, and order volume up 150% within two hours of the event [1] Group 2 - Dongwu Securities emphasizes that the advancements in core robotic capabilities are crucial for the industry's transition from experimental phases to mass production, marking a significant development from 2021 to 2025 [2] - The report anticipates that by 2026, major companies like Tesla and leading domestic firms will commence large-scale production, representing a new phase in the industry [2] - Investment focus is expected to narrow down to companies with genuine mass production capabilities and integration into the supply chain [2]

格隆汇2月20日丨首程控股(00697.HK)公告，内容有关公司发行于2026年到期本金额为1.8亿美元0.75% 的可转换债券。于本公告日期，所有未偿还债券已根据债券条款及条件悉数转换为转换股份。因此，于 本公告日期，概无任何已发行但未偿还的债券。公司已向联交所就债券申请撤销上市。债券撤销上市预 期于2026年3月2日营业时间结束时生效。 ...

智通财经APP讯，首程控股(00697)公布，所有未偿还于2026年到期的1.8亿美元0.75%可转换债券已根据 债券条款及条件悉数转换为转换股份。因此，于本公告日期，概无任何已发行但未偿还的债券。公司已 向联交所就债券申请撤销上市。债券撤销上市预期于2026年3月2日营业时间结束时生效。 ...

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告的內容概不負責，對 其準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部 份 內容而産生或因 倚 賴 該 等 內 容 而 引 致 的 任 何 損 失 承 擔 任 何 責 任 。 （債券證券代號：5723） 悉數轉換於2026年到期的1.8億美元0.75% 可轉換債券及撤銷上市 茲提 述 首程 控 股有 限公 司（「 本公司 」）日 期為 2025 年 6 月 30 日、2025 年 7 月 9 日、2025 年 7 月 10 日、2025 年 7 月 15 日、2025 年 9 月 12 日、2025 年 9 月 29 日 、2025 年 12 月 9 日 及 2025 年 12 月 16 日的 公 告（ 統 稱「 該 等 公 告 」），內 容有 關 本公 司 發行 於 2026 年到 期 本金 額 為 1.8 億美元 0.75%的 可轉 換 債券（「債 券 」）。除 文義 另 有所 指 外，本 公 告 所用 的 詞彙 與 該等 公 告所 界 定者 具 有相 同涵 義 。 承董 事 會命 首 程 控 股 有 限公 司 主席 趙天暘 香 ...

Group 1 - The 2026 CCTV Spring Festival Gala featured several robot manufacturers, showcasing the growing integration of robotics into mainstream entertainment and signaling potential investment opportunities in the embodied intelligence industry [1] - Companies like Magic Atom, Galaxy General, Yushu Technology, and Songyan Power are part of a collaborative ecosystem, with some firms investing in key players while others act as core suppliers or strategic partners [1] - Despite optimistic expectations, many companies identified as "concept stocks" reported that their robotics-related businesses are still in the market development phase, contributing minimally to current performance [1] Group 2 - ChipLink Integrated (688469.SH) has a strategic partnership with Magic Atom and is involved in the production of laser radar components for robotics, with mass production expected in Q1 2026 [2] - Xiaxia Precision (001306.SZ) has identified Magic Atom as a potential client and has developed precision gears and reducers for humanoid robots, with some products already supplied to well-known robotics companies [2] - Tianqi Co., Ltd. (002009.SZ) established a joint venture with Galaxy General to advance the application of embodied intelligence robots in industrial manufacturing, with both companies holding a 50% stake [3] Group 3 - Junyi Digital (301172.SZ) has formed a dual relationship with Galaxy General through equity investment and a partnership agreement to promote robotics in specific vertical industries [3] - Shoucheng Holdings (00697.HK) is a significant investor in Songyan Power and has supported multiple rounds of financing, focusing on the robotics sector [3] - Shengshi Technology (002990.SZ) signed a strategic cooperation agreement with Songyan Power to create a collaborative system across the entire value chain of research, production, and market [4] Group 4 - Companies like Weilan Lithium (002245.SZ) and Nasda (002180.SZ) have established supply relationships with Yushu Technology, contributing to the production of lithium batteries and other components [4][5] - The 2025 Spring Festival Gala showcased humanoid robots, leading to a surge in the robotics industry, but the sustainability of this growth remains uncertain [6] - Companies such as Hongchang Technology (301008.SZ) and Xiaxia Precision have expressed cautious optimism regarding market growth, noting that many clients are still in the sample and small-batch order stages [7] Group 5 - Green Harmonic (688017.SH) reported significant growth in its precision transmission device business, indicating a shift from research to small-scale production in the robotics sector [8] - Liard (300296.SZ) is involved in the embodied intelligence business, providing services to leading robotics manufacturers, although this segment currently represents a small portion of its overall revenue [8] - Meihu Co., Ltd. (603319.SH) is expanding into the embodied intelligence sector while maintaining its traditional automotive parts business, with new projects underway for major robotics clients [8]

Group 1 - The participation of robotics companies in the 2026 CCTV Spring Festival Gala highlights the growing integration of robotics into everyday life and the capital market's interest in the embodied intelligence industry [1] - Several listed companies have established strategic partnerships or investments in key players within the robotics sector, indicating a collaborative ecosystem [1][3] - Companies like ChipLink Integrated and Summer Precision are actively developing products for humanoid robots, with some already achieving mass production [3][4] Group 2 - Tianqi Co. and Galaxy General have formed a joint venture to promote the application of embodied intelligent robots in industrial manufacturing, particularly in automotive and new energy sectors [4] - Junyi Digital has established a dual relationship with Galaxy General, involving both capital investment and a partnership for market promotion in specific verticals [4] - Companies such as Shicheng Holdings are heavily investing in the robotics sector, supporting multiple core enterprises through various funds [4][5] Group 3 - The 2025 Spring Festival Gala showcased humanoid robots, which previously led to rapid growth in the robotics industry, raising questions about whether this year's event can reignite similar enthusiasm [6] - Companies like Hongchang Technology and Xiaxia Precision express cautious optimism about the market potential for humanoid robots, noting that many are still in the early stages of development and order fulfillment [7][8] - Green Harmonic and Liyade are also exploring opportunities in the embodied intelligence sector, with varying degrees of revenue contribution from these initiatives [9][10]

格隆汇2月16日丨首程控股(00697.HK)公告，2月16日耗资989.4万港元回购475万股，每股回购价2.06-2.1 港元。 ...

Group 1 - The company, 首程控股 (00697), announced a share buyback plan on February 16, 2026, involving an expenditure of HKD 9.8943 million to repurchase 4.75 million shares [1] - The buyback price per share ranges from HKD 2.06 to HKD 2.10 [1]

表格類別： 股票 狀態： 新提交 公司名稱： 首程控股有限公司 呈交日期： 2026年2月16日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 00697 | 說明 | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | 庫存股份變動 | | | | 事件 | | 已發行股份（不包括庫存股份）數 目 | 佔有關事件前的現有已發 行股份（不包括庫存股 份）數目百分比 (註3) | 庫存股份數目 | 每股發行/出售價 (註4) | 已發行股份總數 | | 於下 ...

北京商报讯 （记者 金朝力）AI潮玩品牌奇妙拉日前发布基于其核心IP雷格斯（RAGUS & WHITE）衍 生的新品"阴阳双生"，并正式对外披露最新融资进展：截至目前，奇妙拉比已完成天使轮融资，累计金 额达数千万人民币，本轮融资由锦秋基金领投，首程控股联合投资，沧澜资本担任独家财务顾问。 根据规划，融资资金将重点投入两大方向：一是内容生态建设，奇妙拉比将持续完善AI潮玩宇宙的世 界观与角色体系，通过持续的内容更新深化用户与角色的长期互动关系；二是 SKU矩阵扩展，奇妙拉 比将围绕核心IP雷格斯（RAGUS & WHITE）推进多形态产品与玩法创新，拓展AI潮玩的商业边界，同 时探索与成熟IP、艺术家的授权合作与联合共创，丰富IP宇宙的角色网络。 据首程控股相关负责人介绍，奇妙拉比核心IP产品雷格斯自2025年10月1日上架陶朱新造局以来，销量 长期稳居门店前三，其扎实的线下消费认可度与品类潜力，成为首程控股决定布局此次投资的关键推动 因素，也是首程控股基于线下C端销售数据的重要投资验证案例。 ...