呈交日期: 2025年10月3日 I. 法定/註冊股本變動 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9月30日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 雲智滙科技服務有限公司 | 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) | 01037 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 1,000,000,000 | HKD | | 0.1 | HKD | | 100,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 | | | 1,000,000,000 | HKD | | 0.1 | HKD | | 100,000,000 | 本月底法定/註冊 ...

Group 1 - The stock of Cloud Wisdom Technology (01037.HK) increased by over 17% on September 29, reaching a rise of 17.86% [1] - The stock price reached 0.99 HKD at the time of reporting [1] - The trading volume amounted to 12.2876 million HKD [1]

Core Viewpoint - Cloudwise Technology (01037) saw a significant increase of 17.86%, reaching HKD 0.99, with a trading volume of HKD 12.2876 million, following the announcement of a strategic cooperation memorandum with UBTECH regarding humanoid robots [1] Group 1: Company Developments - Cloudwise Technology's wholly-owned subsidiary, Cloudwise (Shenzhen) Technology Co., Ltd., has signed a memorandum of understanding with UBTECH for potential strategic cooperation in humanoid robot business [1] - Under the memorandum, Cloudwise Shenzhen will handle global sales, marketing, and after-sales service for UBTECH's humanoid robot products, while UBTECH will focus on research, production, technical support, and product upgrades [1] - This division of labor creates a precise complementarity of "R&D production + market service" [1] Group 2: Industry Insights - UBTECH is one of the few companies globally with full-stack technical capabilities in humanoid robots, holding the highest number of effective patents in this field [1] - UBTECH's subsidiary, UQI, has signed a procurement contract with Tianqi Automation Engineering Co., Ltd. for the purchase of industrial humanoid robots from the Walker S series, totaling RMB 30 million, to be delivered by December 31, 2025 [1] - Including this order, UBTECH's Walker series humanoid robots have secured contracts worth nearly RMB 430 million, with approximately RMB 50 million of humanoid robot orders delivered in the first half of the year [1]

Core Viewpoint - Cloudwise Technology (01037) saw a significant increase of over 17%, currently trading at 0.99 HKD with a transaction volume of 12.2876 million HKD, following the announcement of a strategic cooperation memorandum with UBTECH regarding humanoid robots [1] Group 1: Company Developments - Cloudwise Technology's wholly-owned subsidiary, Cloudwise (Shenzhen) Technology Co., Ltd., has signed a memorandum of understanding with UBTECH for potential strategic cooperation in humanoid robot business [1] - Under the memorandum, Cloudwise Shenzhen will handle global sales, marketing, and after-sales service for UBTECH's humanoid robot products, while UBTECH will focus on product R&D, production, technical support, and product upgrades [1] - This division of labor creates a precise complementarity of "R&D production + market service" [1] Group 2: Industry Insights - UBTECH is one of the few companies globally with full-stack technical capabilities in humanoid robots, holding the highest number of effective patents in this field [1] - UBTECH's subsidiary, UQI, has signed a procurement contract with Tianqi Automation Engineering Co., Ltd. for the purchase of industrial humanoid robots from the Walker S series, totaling 30 million CNY, to be delivered by December 31, 2025 [1] - Including this order, UBTECH's Walker series humanoid robots have secured contracts worth nearly 430 million CNY, with approximately 50 million CNY already delivered in the first half of the year [1]

Group 1 - As of September 23, 104 stocks reached a 52-week high, with notable performers including Cloud Wisdom Technology (01037) at 118.46%, International Precision (00929) at 52.38%, and Elephant Holdings Group (08635) at 19.44% [1] - The closing prices and peak prices for the top three stocks are as follows: Cloud Wisdom Technology closed at 1.260 with a peak of 1.420, International Precision closed at 0.870 with a peak of 0.960, and Elephant Holdings Group closed at 1.190 with a peak of 1.290 [1] - Other significant stocks that reached new highs include Potevio Communication Group (01720) at 19.39%, Cang Hai Holdings (02017) at 16.67%, and China Rare Earth Holdings (03788) at 16.06% [1] Group 2 - The report also highlights stocks that reached 52-week lows, with Hengda Group Holdings (03616) dropping to 0.465, a decrease of 10.64%, and Liemeng Technology (02405) at 1.270, down 5.17% [3] - Other stocks that experienced declines include Times China Holdings (01233) at 0.141, down 4.93%, and Jinfang Pharmaceutical - B (02595) at 39.560, down 4.38% [3] - The report provides a comprehensive list of stocks that have either reached new highs or lows, indicating market volatility and potential investment opportunities [3]

Group 1 - Hong Kong's Hang Seng Index fell by 0.97%, down 254 points, while the Hang Seng Tech Index dropped by 2.2% with a trading volume of 165.2 billion HKD in the morning session [1] - Congo has extended its cobalt export ban, leading to a rise of over 8.9% in the stock price of Liqin Resources (02245) [1] - Cloudwise Technology (01037) surged by 79% due to potential collaboration with UBTECH [1] - Kaizhile International (02122) saw a more than 12% increase after partnering with Pokémon IP to enter the collectible card game market [1] - HuiLiang Technology (01860) rose nearly 4.76% to a new high, driven by rapid growth from its smart bidding products, with institutions optimistic about the company's growth potential [1] - Shanggao Holdings (00412) increased by over 14%, maintaining normal business operations and announcing a buyback plan of up to 100 million USD [1] - Dazhong Public Utilities (01635) rose by 6.6%, with the company holding shares in Shenzhen Capital Group, and Moer Thread's IPO on the Sci-Tech Innovation Board is set to be reviewed [1] - Datang Gold (08299) surged over 20% in the morning after raising over 270 million HKD through a placement, with the controlling shareholder of Wanguo Gold Group becoming the second-largest shareholder [1] - Hong Kong Broadband (01310) rebounded over 17%, as its controlling shareholder, China Mobile Hong Kong, plans to place existing shares, and the company aims to meet public holding requirements promptly [1] - Solar stocks collectively declined, with institutions indicating that domestic polysilicon prices remain high and the supply-demand relationship in the industry has not significantly improved. New Special Energy (01799) fell by 4.18%, Flat Glass Group (06865) dropped by 4%, Xinyi Solar (00968) decreased by 2.6%, and Xinyi Energy (03868) fell by 3% [1] Group 2 - Airline stocks collectively declined due to unexpectedly weak demand for public transportation during the summer travel season, with institutions suggesting to monitor the sustainability of public transport recovery and avoid excessive competition. China Southern Airlines (01055) fell by 4.93%, Air China (00753) dropped by 3.98%, and China Eastern Airlines (00670) decreased by 2.27% [2]

Core Viewpoint - Cloudwise Technology (1037.HK) experienced a significant stock price surge, reaching a high of 129.03% before stabilizing at a 70% increase, following the announcement of a global strategic cooperation agreement with UBTECH Robotics [1] Group 1: Strategic Partnership - UBTECH Robotics, the first humanoid robot company, has signed a global strategic cooperation agreement with Cloudwise Technology, defining their roles in humanoid robot R&D, manufacturing, and global market promotion [1] - The partnership aims to advance the manufacturing, implementation, and delivery of UBTECH humanoid robots in China and globally from 2025 to 2027 [1] Group 2: Responsibilities and Collaboration - Cloudwise Technology will handle global sales, marketing, and after-sales service for UBTECH humanoid robot products, while UBTECH will focus on R&D, production, technical support, and product upgrades to maintain technological leadership and competitiveness [1] - Both companies will enhance collaboration in project cooperation, brand promotion, product marketing, and talent training, integrating AI and robotics technology to create replicable and scalable "humanoid robot + smart factory" demonstration applications [1]

Core Insights - The stock price of Cloudwise Technology has surged over 100% on September 23, following a previous increase of 133.96% on the prior trading day [1] - On September 21, UBTECH Robotics and Cloudwise Technology signed a global strategic cooperation agreement, clarifying their roles in humanoid robot research, manufacturing, and global market promotion [1] Company Developments - Cloudwise Technology's stock performance indicates strong market interest and investor confidence, likely driven by the recent partnership with UBTECH Robotics [1] - The strategic cooperation agreement is expected to enhance Cloudwise Technology's capabilities in humanoid robotics, potentially leading to increased market share and revenue growth [1] Industry Trends - The humanoid robotics sector is experiencing significant advancements, with collaborations between companies like UBTECH and Cloudwise Technology indicating a trend towards consolidation and strategic partnerships [1] - The market for humanoid robots is likely to expand as companies focus on research and development, manufacturing efficiencies, and global marketing strategies [1]

Core Viewpoint - Cloud Wisdom Technology (01037) experienced a significant stock price surge, rising nearly 134% before a trading halt, and opened over 45% higher upon resuming trading, indicating strong market interest following news of a potential strategic partnership in humanoid robotics [1] Company Summary - Cloud Wisdom Technology announced a memorandum of understanding (MOU) with UBTECH regarding potential strategic cooperation in the humanoid robotics sector [1] - Under the MOU, Cloud Wisdom Shenzhen will be responsible for global sales, marketing, and after-sales service of humanoid robot products, while UBTECH will handle research, manufacturing, and technical support [1] - The announcement clarified that the transactions outlined in the MOU may or may not proceed, and no formal agreements have been established regarding specific cooperation projects as of the announcement date [1] Market Reaction - Following the announcement, the stock price of Cloud Wisdom Technology rose by 45.16%, reaching HKD 0.9, with a trading volume of HKD 1.8558 million [1] - The company stated that it is unaware of any reasons for the fluctuations in stock price or trading volume, nor any undisclosed inside information [1]

Group 1 - The company Yunzhihui Technology (01037) announced that trading will resume on September 23, 2025, at 9:00 AM [1]