致：香港交易及結算所有限公司 公司名稱: 臥安機器人（深圳）股份有限公司 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 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) | 06600 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 222,222,300 | RMB | | 0.1 | RMB | | 22,222,230 | | 增加 / 減少 (-) | | | 3,133,800 | | | | RMB | | 313,380 | | 本月底結存 | | | 225,356,100 | RMB | | 0.1 | RMB | | 22,535,6 ...

Market Performance - The Hong Kong stock market indices collectively rose this month, with the Hang Seng Index increasing by 6.85% to close at 27,387.11 points, the Hang Seng Tech Index rising by 3.67% to 5,718.18 points, and the China Enterprises Index up by 4.53% to 9,317.09 points [2] - The Hang Seng Index showed resilience, climbing from a low of 26,498.35 points at the beginning of the month to a recent high of 28,056.10 points before a slight pullback [3] Sector Performance - High-performing sectors this month included AI, consumer goods, and real estate, driven by favorable policies and strong earnings [4] - Notable stock performances included: - Zhizhu (02513.HK) surged by 94.66%, recognized as the "first global large model stock" with strong market confidence in its AGI technology [4] - Woan Robotics (06600.HK) also rose by 94.67%, benefiting from AI and smart manufacturing policies [4] - Mingming Hen Mang (01768.HK) increased by 73.71%, supported by impressive revenue growth of 75.2% year-on-year [4][5] - Changfei Optical Fiber (06869.HK) saw a 61.90% increase, driven by rising demand for optical fiber due to AI computing infrastructure [5] Declining Stocks - Declining stocks included: - Zhu Feng Gold (01815.HK), which fell by 22.13% due to fluctuations in international gold prices [8] - Ganfeng Lithium (01772.HK) decreased by 16.46% as lithium carbonate futures prices dropped significantly [9] Institutional Insights - Institutional perspectives suggest a continuation of the spring market rally, focusing on dual drivers of policy and earnings [10] - Everbright Securities noted that the Hong Kong market is transitioning from being driven by funds to being driven by earnings, with a structural rebound expected in Q1 [10] - CITIC Securities highlighted three key investment directions: "14th Five-Year Plan" policies, sectors benefiting from policy reversals, and areas likely to gain from the spring rally [10] Education and Technology Sector - The education sector saw significant gains, with China Spring (01969.HK) rising by 22.76% due to AI integration in educational applications [11] - Longfei Optical Fiber (06889.HK) also experienced a slight increase, reflecting ongoing high demand for computing power [13] Commodity Market Impact - The commodity market faced volatility, with gold and other precious metals experiencing significant price fluctuations, impacting related stocks negatively [15][18] - The Chicago Mercantile Exchange announced margin adjustments to curb excessive speculation, which may further influence market stability [17]

卧安机器人(06600)发布公告，于2026年1月29日依据部分行使超额配股权而发行及配发313.38万股股 份。 ...

智通财经APP讯，卧安机器人(06600)发布公告，于2026年1月29日依据部分行使超额配股权而发行及配 发313.38万股股份。 ...

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 臥安機器人（ 深圳 ）股份有限公司 呈交日期： 2026年1月29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 | H | | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 06600 | 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 | ...

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]

值得注意的是，卧安机器人本月初携家庭场景落地的人形具身机器人onero H1、全球首款AI网球机器人 Acemate、AI陪伴机器人Kata Friends等全矩阵重磅亮相CES2026，凭借硬核实力斩获多项国际权威奖 项。中信建投（601066）此前表示，中长期看，卧安机器人以"家庭AI具身机器人系统"作为底座，通过 多品类矩阵+App生态+全球渠道形成复购与规模效应，建议持续关注AI时代下公司创新+生态共振带来 的成长空间。 卧安机器人(06600)盘中涨超23%，再创上市新高。截至发稿，涨20.13%，报186.2港元，成交额6169.85 万港元。 公开资料显示，卧安机器人是家庭机器人系统全球提供商，主要市场包括日本、欧洲及北美，并致力于 构建以智慧家庭机器人产品为核心的生态系统。根据弗若斯特沙利文报告，按2024年的零售额计算，公 司在家庭机器人系统提供商中排名全球第一，市场份额为11.9%，亦为全球领先的家庭机器人系统提供 商，提供专为多种家庭生活场景设计的广泛家庭机器人品类。 ...

值得注意的是，卧安机器人本月初携家庭场景落地的人形具身机器人onero H1、全球首款AI网球机器人 Acemate、AI陪伴机器人Kata Friends等全矩阵重磅亮相CES 2026，凭借硬核实力斩获多项国际权威奖 项。中信建投此前表示，中长期看，卧安机器人以"家庭AI具身机器人系统"作为底座，通过多品类矩阵 +App生态+全球渠道形成复购与规模效应，建议持续关注AI时代下公司创新+生态共振带来的成长空 间。 智通财经APP获悉，卧安机器人(06600)盘中涨超23%，再创上市新高。截至发稿，涨20.13%，报186.2 港元，成交额6169.85万港元。 公开资料显示，卧安机器人是家庭机器人系统全球提供商，主要市场包括日本、欧洲及北美，并致力于 构建以智慧家庭机器人产品为核心的生态系统。根据弗若斯特沙利文报告，按2024年的零售额计算，公 司在家庭机器人系统提供商中排名全球第一，市场份额为11.9%，亦为全球领先的家庭机器人系统提供 商，提供专为多种家庭生活场景设计的广泛家庭机器人品类。 ...

每经AI快讯，卧安机器人(06600.HK)一度涨超5%，截至发稿，涨4.38%，报155港元，成交额5213.51万 港元。 ...

消息面上，近日，卧安机器人正式发布人形具身智能机器人onero，该家庭保姆机器人是CES全球首 发，专为真实家庭场景打造。此外，1月10日，全球首家机器人网球训练场——深圳宝安超网中心"云 馆"开启试运行，卧安机器人旗下全球首款AI网球机器人Acemate入驻，为运动爱好者提供陪练搭子。 中信建投（601066）此前指出，卧安机器人是领先的AI具身家庭机器人系统提供商，推出手指、门 锁、窗帘机器人等多个明星产品。营收增长动能强劲，2025年业绩实质性转正，标志公司开始进入规模 扩张与利润释放并行的新阶段。中长期看，公司以"家庭AI具身机器人系统"作为底座，通过多品类矩阵 +App生态+全球渠道形成复购与规模效应，建议持续关注AI时代下公司创新+生态共振带来的成长空 间。 卧安机器人(06600)再涨超5%，高见156.2港元，较招股价73.8港元已实现翻倍。截至发稿，涨4.38%， 报155港元，成交额5213.51万港元。 ...