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 致：香港交易及結算所有限公司 公司名稱: 北京雲迹科技股份有限公司 呈交日期: 2026年2月5日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02670 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 62,599,638 | RMB | | | 1 RMB | | 62,599,638 | | 增加 / 減少 (-) | | | 0 | | | | RMB | | 0 | | 本月底結存 | | | 62,599,638 | RMB | | | 1 RMB | | 62,599,638 | | 2. 股份分類 | 普通股 | ...

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 Insights - In 2025, various segments of the cultural tourism industry successfully accessed capital markets, with 8 companies raising over 14 billion RMB, while 4 others are awaiting listings in Hong Kong [1] - The A-share market saw a breakthrough with Shaanxi Tourism becoming the only tourism company listed in the A-share market in the past five years [5] - The Hong Kong market remains a primary channel for companies to go public, with a trend towards multi-market listings becoming the norm [1] Group 1: Company Listings - Shaanxi Tourism's successful listing was supported by its core assets, including the performance of the "Chang Hen Ge" show and the Huashan West Peak cableway, contributing over 90% of its revenue [6] - Impression Dahongpao listed in Hong Kong, raising approximately 1.48 billion HKD, but faced a significant drop in share price on its first day, closing down 35.28% [7][8] - Meiya Technology became the first tourism company to pass the review at the Beijing Stock Exchange, aiming to raise 200 million RMB [11] Group 2: Market Trends and Challenges - Despite the influx of companies into the Hong Kong market, many smaller tourism stocks face liquidity issues and low valuations, with most trading in a "仙股化" state [2] - The listing of Impression Dahongpao and others highlights the challenges of maintaining value recognition and liquidity in the market, especially for companies pursuing H-share listings [2] - The automatic driving sector saw significant activity with companies like WeRide and Pony.ai listing in Hong Kong, although they also face substantial losses [19][20] Group 3: Financial Performance - Shaanxi Tourism reported revenues of 1.244 billion RMB and a net profit of 503 million RMB in 2024, with a significant portion of income derived from tourism performances and cableway operations [6] - Impression Dahongpao's revenue from its main performance exceeded 91% of total income from 2022 to 2024, indicating a strong reliance on its core product [7] - Meiya Technology's revenue fluctuated from 457 million RMB in 2022 to 401 million RMB in 2024, with a net profit of 78 million RMB in 2024, reflecting a stabilization in its business model [12]

Core Viewpoint - The company has entered into a strategic cooperation framework agreement with Beijing Yunji Technology Co., Ltd. to explore the integration of artificial intelligence and robotics in high-demand home care scenarios, aiming to enhance the smart upgrade of the maternal and infant care industry [1][3]. Group 1 - The collaboration will leverage the company's leading position in postpartum care and extensive customer base, combined with Yunji Technology's core technologies in service robotics and AI algorithms [1][2]. - The agreement will connect the company's nationwide high-end confinement center network and over one million clinical care data sets to support AI model training and optimization [2]. - The initial focus will be on restructuring nearly 150 offline scenarios under the company, integrating robotics and AI with care scene data to create a self-optimizing smart service ecosystem [2]. Group 2 - The partnership aligns with national policies on developing "new quality productivity," aiming to significantly enhance service quality and operational efficiency through technological empowerment [3]. - Future plans include exploring the establishment of a joint venture and a maternal and infant care robotics laboratory to accelerate technology implementation and promote smart solutions in overseas markets [3]. - The signing of this cooperation framework marks a critical step in the company's strategic transformation from a traditional service provider to a technology-driven home care platform [3].

Core Viewpoint - The collaboration between Shengbeila and Yunji Technology aims to integrate artificial intelligence and robotics in high-demand home care scenarios, focusing on maternal and infant care, and expanding into broader lifecycle services [1][2][3] Group 1: Strategic Collaboration - Shengbeila has signed a strategic cooperation framework agreement with Yunji Technology to explore the deep integration of AI and robotics in home care [1] - The partnership will leverage Shengbeila's leading position in postpartum care and extensive customer base, combined with Yunji Technology's expertise in service robots and AI algorithms [1][2] Group 2: Technological Integration - The agreement will connect Shengbeila's nationwide high-end maternity center network and over one million clinical care data sets to support AI model training and optimization [2] - Yunji Technology will provide AI algorithms, smart hardware integration, and IoT scheduling systems, creating a closed-loop ecosystem for service execution and feedback [2] Group 3: Future Developments - The collaboration aligns with national policies on developing "new productive forces" and aims to enhance service quality and operational efficiency through technology [3] - Future plans include establishing a joint venture and a maternal and infant care robotics laboratory to accelerate technology implementation and expand into overseas markets [3] - Shengbeila's investment in AI service provider WITH1000 links over 400 maternal and infant care institutions, further strengthening the data asset barrier for its AI product "Dr. Bella" [3]

Core Viewpoint - The collaboration between 圣贝拉 and 云迹科技 aims to integrate artificial intelligence and robotics in high-demand home care scenarios, focusing on the maternal and infant care industry while expanding into broader life-cycle services [1][3]. Group 1: Strategic Collaboration - 圣贝拉 has signed a strategic cooperation framework agreement with 云迹科技 to explore the deep integration of AI and robotics in home care [1]. - The partnership will leverage 圣贝拉's extensive customer base and data assets in postpartum care alongside 云迹科技's expertise in service robotics and AI algorithms [1][2]. Group 2: Technological Integration - The agreement will connect 圣贝拉's nationwide high-end maternity center network and over one million clinical care data sets to support AI model training and optimization [2]. - 云迹科技 will provide AI algorithms, smart hardware integration, and IoT scheduling systems, creating a closed-loop ecosystem for service execution and feedback [2]. Group 3: Future Developments - The collaboration aligns with national policies on developing "new productive forces" and aims to enhance service quality and operational efficiency through technology [3]. - Future plans include establishing a joint venture and a maternal and infant care robotics laboratory to accelerate technology implementation and expand into international markets [3]. - The partnership marks a significant strategic shift for 圣贝拉 from a traditional service provider to a technology-driven home care platform [3].

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之內容概不負責，對其準確 性或完整性亦不發表任何聲明，並明確表示概不就因本公告全部或任何部分內容而產生或因 倚賴該等內容而引致之任何損失承擔任何責任。 SAINT BELLA Inc. 聖貝拉有限公司 （ 於 開 曼 群 島 註 冊 成 立 的 有 限 公 司 ） 根據合作框架協議，本公司將鏈接其覆蓋全國的高端月子中心網絡及逾百萬 組臨床護理數據，為人工智能模型的訓練與優化提供稀缺場景支持。雲迹科技 則將提供其AI智能體算法、智能硬件集成能力及物聯網調度系統，雙方計劃通 過API接口打通多種智能設備（如遠程體溫監測儀、智能成長車等），構建「數據 採集 — 需求分析 — 工單分派 — 服務執行 — 服務反饋」的閉環生態。合作初期 將聚焦於重構聖貝拉集團旗下近150家線下場景，通過機器人+AI大腦與護理場 景數據深度融合，形成一個自我優化的智能服務生態，後續將結合聖貝拉集團 – 1 – 的開發垂直護理領域的AI智能體「貝拉博士」(Dr. Bella)，該智能體將能夠基於 實時數據為客戶提供個性化護理方案，並聯動線下服務與產品到家體系，結合 智能硬件帶給每一個 ...

Group 1: Robotics Sector - The robotics concept stocks experienced a broad increase, with notable gains from companies like XAG (02590) up 5.93%, Yunji (02670) up 5.10%, and Blues Technology (06613) up 4.82%. According to an Omdia report, the global annual installation of humanoid robots is expected to add approximately 16,000 units by 2025, with Zhiyuan Robotics leading the market in installations [1][2] - Tianyue Advanced (02631) surged over 15.8% as a report from Zheshang Securities highlighted its active expansion into silicon carbide applications in emerging fields, indicating long-term growth potential [1] - WeRide (00800) rose over 3.4% as it announced that its global Robotaxi fleet will reach 1,000 vehicles by January 12, 2026, with successful commercial operations in cities like Guangzhou, Beijing, and Abu Dhabi [1] - Cao Cao Mobility (02643) increased nearly 8% following its announcement of two strategic acquisitions, including a full acquisition of Weixing Technology and plans to acquire Geely Business Travel [1] Group 2: Energy and Materials Sector - Oil and gas stocks saw significant declines, with Shandong Molong (00568) dropping over 8.1% due to a sharp decrease in international oil prices, with Brent crude futures falling by $2.76 or 4.15% to $63.76 per barrel [2] - Innovation Industry (02788) rose nearly 8% as aluminum prices have surged significantly since 2026, with Huatai Securities indicating that the overall supply-demand tightness will continue, supporting a long-term profit increase in the aluminum sector [2] Group 3: Aerospace and Technology Sector - The commercial aerospace sector showed signs of recovery, with companies like Asia Pacific Satellite (01045) and JunDa Co. (02865) both rising by 5.02%. This follows Elon Musk's announcement that SpaceX aims to increase Starship launch frequency to over once per hour within three years [2] - Weichai Power (02338) increased over 4.9% as it announced advancements in solid-state battery research and strong demand for its power generation products [3] - Zhaoyi Innovation (03986) rose over 6.2% as a Counterpoint Research report indicated that the memory market has entered a "super bull market," surpassing historical highs from 2018 [4] Group 4: US Market Highlights - Nuclear power stocks strengthened, with Talen Energy (TLN.US) up 11.8% and Vistra Energy (VST.US) up 6.63%, following news of a new bipartisan bill proposing a $2.5 billion Strategic Resilience Reserve to secure key minerals domestically [5] - Morgan Stanley (MS.US) rose 5.78% after reporting Q4 revenue growth of 10% to $17.89 billion, exceeding market expectations [5] - The weight loss drug sector faced pressure, with Eli Lilly (LLY.US) down 3.76% as its weight loss drug was placed under FDA review, delaying a decision until April 2026 [6] - Dell Technologies (DELL.US) increased by 0.82% as Omdia reported a significant recovery in the global PC market, with a projected 9.2% increase in total shipments for 2025 [8]

Group 1 - The core viewpoint of the article highlights a significant rise in robot concept stocks, with notable increases in share prices for companies such as Geek+, Cloudwalk, Lens Technology, and UBTECH [1] - According to an Omdia report, the global annual installation of humanoid robots is expected to add approximately 16,000 units by 2025, with Zhiyuan Robotics leading the market, followed by Yushu Technology and UBTECH [1] - Omdia predicts exponential growth in the humanoid robot market over the next decade, with global shipments projected to reach 2.6 million units by 2035 [1] Group 2 - Guotai Junan Securities released a research report indicating that both international giants like Tesla, Figure, and Boston Dynamics, as well as domestic leaders such as Yushu and Zhiyuan, are expected to achieve breakthroughs in core areas like perception, decision-making, and execution [1] - The report emphasizes the potential for these companies to seize a first-mover advantage in the robot industry during what is referred to as the "ChatGPT moment," facilitating the transition of humanoid robots from laboratory settings to large-scale commercial applications [1]

Group 1 - The core viewpoint of the article highlights a significant rise in robot concept stocks, with notable increases in share prices for companies such as 极智嘉-W (6.6%), 云迹 (5.79%), 蓝思科技 (3.35%), and 优必选 (2.7%) [1] - According to an Omdia report, the global annual installation of humanoid robots is expected to add approximately 16,000 units in 2025, with 智元 leading the market, followed by 宇树科技 and 优必选 [1] - Omdia forecasts exponential growth in the humanoid robot market over the next decade, predicting that global shipments could reach 2.6 million units by 2035 [1] Group 2 - Guotai Junan Securities released a research report indicating that both international giants like Tesla, Figure, and Boston Dynamics, as well as domestic leaders such as 宇树 and 智元, are poised to achieve breakthroughs in core areas like perception, decision-making, and execution [1] - The report emphasizes the potential for these companies to seize a first-mover advantage in the robot industry during what is referred to as the "ChatGPT moment," facilitating the transition of humanoid robots from laboratory settings to large-scale commercial applications [1]