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]

Core Viewpoint - The company, Yunji (02670.HK), has announced the establishment of a joint venture company to enhance its position in the robotics and intelligent systems market, particularly in hotel applications [1] Group 1: Joint Venture Details - The joint venture is established with a total investment of RMB 10 million, with the company contributing RMB 7.6 million [1] - The joint venture will operate as a non-wholly owned subsidiary of the company [1] - The registered name of the joint venture is "Suzhou Xingyun Intelligent Technology Co., Ltd." [1] Group 2: Strategic Focus - The joint venture aims to leverage the company's first-mover advantage and leading market position in robotic intelligent systems within hotel scenarios [1] - It will focus on the synergy between robotic hardware and intelligent systems technology, developing solutions for innovative applications [1] - The joint venture will closely collaborate with the company's existing business, utilizing its technological expertise, customer resources, and market network to accelerate commercialization [1]

（股份代號：2670） 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 賴該等內容而引致的任何損失承擔任何責任。 Beijing Yunji Technology Co., Ltd. 北京雲迹科技股份有限公司 （於中華人民共和國註冊成立的股份有限公司） 中國北京，2026年1月14日 截至本公告日期，本公司董事會包括：(i)執行董事支濤女士、胡泉先生及李全 印先生；(ii)非執行董事吳明輝先生及馬紅女士；及(iii)獨立非執行董事張立華先 生、黎勇越先生及汪方軍先生。 有關成立合營公司之關連交易進展公告 茲提述北京雲迹科技股份有限公司（「本公司」）日期為2025年12月11日之公告 （「該公告」），內容有關（其中包括）成立合營公司之關連交易。除文義另有所指 外，本公告所用詞彙與該公告所界定者具有相同涵義。 董事會欣然宣佈，合營公司已完成了註冊登記手續，並獲發營業執照，經核准的 合營公司名稱為「蘇州行運智能科技有限公司」（此前建議名稱：「蘇州雲帆科技有 限公司」）。 承董事會命 北京雲迹科技股 ...

Core Insights - The 2026 International Consumer Electronics Show (CES) showcased groundbreaking technologies and products, highlighting the advancements in AI, robotics, and smart living, with a significant presence of Chinese manufacturing companies [1][2][10]. Group 1: Event Overview - CES 2026 featured over 4,500 companies from more than 150 countries, focusing on AI, chips, automotive, and robotics, with a notable emphasis on the integration of AI and hardware [2]. - Chinese exhibitors numbered 942, accounting for 22% of the total, reflecting a new landscape of "full industry chain coverage" and increased global influence of Chinese manufacturing [2]. Group 2: Key Exhibitors and Technologies - Cloudwalk Technology showcased its UP robot, marking the first large-scale service by a Chinese service robot at a global landmark [4]. - Yushun Technology presented a series of humanoid robots, including the G1 combat robot, which drew significant attention for its agility and performance [4]. - Hesai Technology displayed its upgraded ATX laser radar, featuring enhanced performance metrics, including a range of 230 meters and a point frequency of 3.84 million points per second [7][8]. Group 3: Market Position and Growth - Hesai Technology announced plans to double its laser radar production capacity from 2 million units in 2025 to 4 million units in 2026, with a new factory in Bangkok expected to start production in early 2027 [8]. - Black Sesame Intelligence demonstrated its A2000 driving assistance chip and showcased its multi-dimensional intelligent computing platform, emphasizing its role in the smart automotive sector [9]. Group 4: Industry Trends and Future Outlook - The collective presence of Chinese tech firms at CES 2026 signifies a shift from "individual efforts" to "ecosystem collaboration," showcasing a higher maturity and openness in global operations [10]. - The report indicates that by 2025, China's overseas sales of automobiles, particularly electric vehicles, are expected to reach 2.32 million units, marking a 52% year-on-year increase [11]. - The global market for humanoid robots is projected to see over 13,300 units shipped in 2025, with Chinese manufacturers contributing over 90% [11]. Group 5: Capital and Investment - The success of Chinese tech firms at CES 2026 is attributed to long-term capital support, with 90% of companies on the Sci-Tech Innovation Board receiving venture capital investments [13]. - The Chinese government is focusing on integrating technology innovation with industrial development, emphasizing early and sustained investment in hard tech [13][14]. - Kun Yuan Asset has supported 95 companies in entering capital markets, with a significant portion in the hard tech sector, demonstrating a strong ecosystem effect [14].

呈交日期: 2026年1月6日 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: 北京雲迹科技股份有限公司 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 core theme of CES2026 is "human-centered" AI applications, aiming to integrate AI technology into consumers' daily lives [1] - The event features an unprecedented number of robot products, particularly humanoid robots [1] Group 2 - Boston Dynamics announced the production of the final mass production version of the Atlas robot, with initial deployments for major shareholder Hyundai and new AI partner Google DeepMind [2] - Qualcomm introduced a new robotic technology architecture and the Dragonwing IQ10 series processors, marking its entry into the industrial and humanoid robot markets [2] - Qualcomm is building a comprehensive robotics ecosystem and has partnered with several robotics manufacturers, including Figure AI, Booster, VinMotion, and Kuka Robotics [2]

Group 1 - The core theme of CES 2026 is "human-centered" AI applications, aiming to integrate AI technology into consumers' daily lives [1] - The event features an unprecedented number of robot products, particularly humanoid robots, compared to previous years [1] Group 2 - Boston Dynamics announced the production of the final mass production version of the Atlas robot, with initial deployments for major shareholder Hyundai and new AI partner Google DeepMind [2] - Qualcomm introduced a new robotics technology architecture and the Dragonwing IQ10 series processors, marking its entry into the industrial and humanoid robot markets [2] - Qualcomm is building a comprehensive robotics ecosystem and has partnered with several robotics manufacturers, including Figure AI, Booster, VinMotion, and Kuka Robotics [2]