Core Viewpoint - The robotics sector is experiencing a significant surge, driven by expectations surrounding Tesla's Optimus project and increasing domestic developments in humanoid robotics [1] Group 1: Stock Performance - Shares of Sanhua Intelligent Control (002050) rose by 12% to HKD 38.26 - Yujian (02432) increased by 10.32% to HKD 37.4 - UBTECH (09880) saw an 8.62% rise to HKD 129.8 - Lens Technology (300433) gained 5.22% to HKD 25.38 [1] Group 2: Market Developments - Supply chain companies are reportedly visiting clients in North America, with market expectations that Tesla's Optimus project will soon be contracted - The Trump administration is considering an executive order on robotics to be released in 2026 - JD.com and Yuzhu Technology are set to open their first offline experience store on December 31, promoting the commercialization of humanoid robots [1] Group 3: Industry Insights - Guojin Securities believes that embodied intelligence is the strongest application of AI, with humanoid robots being a key direction - The second half of the year should focus on new technology iterations and component ticket pricing in the robotics field - Caixin Securities notes that the humanoid robotics industry is on the brink of scaling, with a combination of technological iteration, cost reduction, and policy support [1]

消息面上， 据券商中国报道，有传闻指出，供应链公司近期陆续赴北美拜访客户，市场预期特斯拉 Optimus项目发包在即；另有消息称特朗普政府正考虑2026年发布一项关于机器人的行政命令。值得关 注的是，近期国内人形机器人领域也催化频频。京东与宇树科技两家公司合作的线下体验店首店将于12 月31日开业，推动人形机器人商业落地与消费者触达。此前12月26日，工信部成立人形机器人标准化技 术委员会。 智通财经APP获悉，机器人概念股午后拉升，截至发稿，三花智控(02050)涨12%，报38.26港元；越疆 (02432)涨10.32%，报37.4港元；优必选(09880)涨8.62%，报129.8港元；蓝思科技(06613)涨5.22%，报 25.38港元。 国金证券认为，具身智能是AI最强应用，而人形机器人则是具身智能最重要的方向之一。在机器人领 域，下半年可关注新技术迭代及零部件门票行情。财信证券指出，人形机器人行业处于规模化前夜，技 术迭代、成本下降与政策支持形成合力。建议重点关注人形机器人优质零部件供应商，特别是与海外头 部企业合作较多的厂商。 ...

北京商报讯（记者 陶凤 王天逸）12月29日，已在香港联交所上市的深圳市越疆科技股份有限公司发布 公告，宣布启动首次公开发行人民币普通股并在深圳证券交易所上市的计划。公司表示，此举旨在推动 业务发展、增强整体竞争力，助力达成运营目标及长远发展策略。 公告显示，目前公司已委聘上市前辅导机构，并提交了A股上市前辅导登记申请，但尚未确定该上市计 划的其他具体细节。 ...

本文源自：金融界AI电报 "协作机器人第一股"越疆(2432.HK)再度上涨超4%，近3个交易日累计反弹达22%，现报35.4港元，总市 值155.4亿港元。 ...

Core Viewpoint - The company, 越疆 (Yujiang), has announced plans to initiate an initial public offering (IPO) of its ordinary shares in Renminbi and list on the Shenzhen Stock Exchange to enhance its business development and overall competitiveness [1] Group 1: IPO Announcement - The board of directors has approved the commencement of work related to the proposed A-share listing [1] - The company has engaged a pre-listing advisory institution and submitted a registration application for pre-listing guidance [1] - As of the announcement date, no other plans regarding the proposed A-share listing have been approved by the board, nor has the company submitted any applications to relevant regulatory authorities in China or other regions [1] Group 2: Market Reaction - The stock price of 越疆 opened over 4% higher, currently up 4.31%, trading at 35.36 Hong Kong dollars with a transaction volume of 3.7694 million Hong Kong dollars [1]

每经AI快讯，越疆(02432.HK)高开逾4%，截至发稿，涨4.31%，报35.36港元，成交额376.94万港元。 （文章来源：每日经济新闻） ...

消息面上，越疆发布公告称，于2025年12月29日，公司董事会宣布，为推动业务发展、增强其整体竞争 力，并确保达成运营目标及长远发展策略，公司已决定启动首次公开发行人民币普通股及于深圳证券交 易所上市计划。董事会已议决及批准开始有关建议A股上市的相关工作。 就建议A股上市而言，公司已委聘上市前辅导机构，并已提交A股上市前辅导的登记申请。于公告日 期，除本文所披露的资料外，董事会尚未批准有关建议A股上市的其他计划，亦未就建议A股上市向中 国或任何其他地区的相关监管机构提出任何申请。 （原标题：港股异动 | 越疆(02432)高开逾4% 决定启动深交所上市计划 已交上市前辅导登记申请） 智通财经APP获悉，越疆(02432)高开逾4%，截至发稿，涨4.31%，报35.36港元，成交额376.94万港元。 ...

就建议A股上市而言，公司已委聘上市前辅导机构，并已提交A股上市前辅导的登记申请。于公告日 期，除本文所披露的资料外，董事会尚未批准有关建议A股上市的其他计划，亦未就建议A股上市向中 国或任何其他地区的相关监管机构提出任何申请。 越疆(02432)高开逾4%，截至发稿，涨4.31%，报35.36港元，成交额376.94万港元。 消息面上，越疆发布公告称，于2025年12月29日，公司董事会宣布，为推动业务发展、增强其整体竞争 力，并确保达成运营目标及长远发展策略，公司已决定启动首次公开发行人民币普通股及于深圳证券交 易所上市计划。董事会已议决及批准开始有关建议A股上市的相关工作。 ...

12月29日，深圳市越疆科技股份有限公司（简称"越疆"）在港交所公告称，为推动业务发展、增强整体竞争力，并确保达成运营目标及长远发展策略，越疆 已决定启动首次公开发行人民币普通股及于深圳证券交易所上市计划。 上证报中国证券网讯（记者 刘逸鹏）12月29日，深圳市越疆科技股份有限公司（简称"越疆"）在港交所公告称，为推动业务发展、增强整体竞争力，并确 保达成运营目标及长远发展策略，越疆已决定启动首次公开发行人民币普通股及于深圳证券交易所上市计划（"建议A股上市"）。董事会已议决和批准开始 有关建议A股上市的相关工作。 ...

Group 1 - The company, 越疆, announced its plan to initiate an initial public offering (IPO) of RMB ordinary shares and list on the Shenzhen Stock Exchange by December 29, 2025, to enhance business development and overall competitiveness [1] - The board of directors has approved the commencement of work related to the proposed A-share listing [1] Group 2 - The current market environment is characterized by a split, with certain sectors like commercial aerospace experiencing significant gains while others, such as pharmaceuticals and consumer goods, are facing declines [3] - The market is described as a structural rally rather than a broad bull market, indicating that funds are concentrated in specific sectors with compelling narratives, leaving many investors in a position where they are "only earning the index" without actual profits [3] - Two strategies are suggested for investors: one is to focus on the leading sectors like commercial aerospace while being cautious about chasing highs; the other is to consider undervalued sectors that have solid fundamentals but are currently overlooked, such as core assets in consumer and pharmaceutical sectors [4]