Market Overview - The Hong Kong stock market opened high but closed lower, with the Hang Seng Index down 0.71% to 25,635.23 points and a total turnover of HKD 224.51 billion [1] - The Hang Seng Tech Index fell 0.3% to 5,483.01 points, while the Hang Seng China Enterprises Index decreased by 0.26% to 8,891.71 points [1] Consensus and Divergences - Huatai Securities noted two main consensus points: 1. The logic of the bulk commodity sector is solid, leading to a rapid revaluation 2. Weak recovery in domestic demand suggests a left-side allocation in the consumer sector [1] Blue Chip Performance - BYD Company (01211) led blue-chip stocks, rising 3.74% to HKD 97.1, contributing 20.66 points to the Hang Seng Index [2] - Other notable blue-chip performances included Geely Automobile (00175) up 3.43% and Industrial and Commercial Bank of China (01398) up 1.63% [2] Sector Highlights - The automotive sector saw most stocks rise, with NIO-SW (09866) up 4.89% and Xpeng Motors-W (09868) up 3.88% [3] - The robotics sector showed strong performance, with MicroPort Robotics-B (02252) surging 25.85% and UBTECH (09880) rising 9.13% [4] Individual Company News - UBTECH plans to acquire Fenglong Co. for HKD 1.665 billion, focusing on garden machinery and automotive components [5] - MicroPort Robotics reported over 230 cumulative orders for its surgical robots, with over 160 orders for its bronchoscopic surgical robot "Dudao" [5] Gold Sector Performance - Gold stocks generally retreated, with Zijin Mining International (02259) down 5.86% and Chifeng Jilong Gold Mining (06693) down 5.4% [5] - The gold market experienced volatility, with spot gold prices dropping below USD 4,450 per ounce [6] Power Sector Performance - Power stocks faced pressure, with Huaneng International (00902) down 6.48% and Datang International Power Generation (00991) down 4.7% [6] - The announcement of long-term electricity prices in Guangdong indicated a decline, with a 19.72 cents per kilowatt-hour drop [6] Notable Stock Movements - Junda Co. (02865) surged 21.65% following a strategic partnership announcement in the space energy sector [7] - Youjia Innovation (02431) rose 15.45% as the first batch of L3 autonomous vehicles began large-scale operation [8] - Goldwind Technology (02208) increased by 13.7% after the release of new listing standards for commercial rocket companies [9] - Jiantao Laminates (01888) rose 6.81% due to a price increase announcement amid rising copper prices [10] - MGM China (02282) fell 17.14% after a report indicated a significant increase in brand usage fees starting in 2026 [11]

Core Viewpoint - The humanoid robot sector in Hong Kong and A-shares is experiencing significant growth driven by favorable policies announced over the weekend, leading to a collective surge in related stocks [1][4]. Group 1: Stock Performance - A-share related concept stocks saw a collective rise, with notable performances including: - Buko Co., Ltd. reaching a limit-up of 20% at 121.66, an increase of 20.00% [2] - Chaojie Co., Ltd. up by 16.46% to 159.55 [2] - Wuzhi Electromechanical rising by 15.15% to 53.80 [2] - Other stocks like Tianqi Co., Ltd., Mould Technology, and Wuzhou Xinchun also hit the limit-up of 10% [2] - In the Hong Kong market, the robot concept stocks were also active, with MicroPort Robotics increasing by nearly 24% and UBTECH Robotics rising over 9% [2][3]. Group 2: Policy Developments - The establishment of the Humanoid Robot and Embodied Intelligence Standardization Technical Committee on December 26 marks a significant step in standardization within the humanoid robot sector, aimed at enhancing high-quality standards and promoting technology application [4]. Group 3: Industry Trends and Mergers - The capital activity in the robot sector has intensified, with multiple companies announcing mergers and joint ventures to strengthen core capabilities and seize market opportunities [5]. - Notable collaborations include: - Weichuang Electric and Zhejiang Rongtai forming a joint venture in Thailand for smart robot components [5] - Zhongding Co., Ltd. announcing a new joint venture focused on humanoid robot assembly [5]. - The trend of mergers and acquisitions is accelerating, with leading companies positioning themselves strategically within the market [5]. Group 4: Market Growth Potential - The humanoid robot industry is projected to enter a golden phase of large-scale development by 2025, with significant technological advancements observed throughout the year [7]. - The rapid technological breakthroughs are facilitating innovative business models, exemplified by the launch of the first open robot leasing platform in China [8]. - Long-term growth potential is substantial, with forecasts indicating the domestic market could approach 38 billion by 2030, with a compound annual growth rate exceeding 61% from 2024 to 2030 [8]. - Morgan Stanley anticipates the humanoid robot market could reach $5 trillion by 2050, with a deployment of 1 billion units [8][9].

12月29日，港股多只机器人概念股表现活跃。其中，优必选早盘一度涨超13%，最高报124.3港元/股。截至11时25分，越疆涨12.9%，优必选涨12.33%，三花 智控H股涨4.84%。 上证报中国证券网讯（记者 孔令仪）12月29日，港股多只机器人概念股表现活跃。其中，优必选早盘一度涨超13%，最高报124.3港元/股。截至11时25分， 越疆涨12.9%，优必选涨12.33%，三花智控H股涨4.84%。 | HK 广州元元 | | | | | --- | --- | --- | --- | | 09880 港股通 L2 ▼ | | | | | 117.400 最高 124.300 最低 123.000 37 | | | 115 | | 0.004% 总量 16800股 金额 12.33% 13.500 快手 | | | 20€ | | 总值 620.7亿 市盈 -56.37 市净 | 22.55 | | Vm | | 分时 周长 目Ｋ 五日 | | 更多, | | | 均价:120.435 价格:123.000 13.500 12.33% | | | | | 124.300 | | 13.52% 卖 1 ...

2025年，优必选人形机器人订单总金额已近14亿元，持续领跑全球人形机器人行业。此外，12月26日，优必选第1000台Walker S2在柳州机器人超级智慧工 厂下线，全年已实现了千台产能。预计2026年，优必选人形机器人年产能将达万台规模。 优必选(9880.HK)今日强势拉升，盘中大涨超11%至122港元。消息面上，近日，优必选新中标惠州市惠阳区人形机器人大湾区数据采集中心项目和呼和浩特 市具身智能科技中心设备采购项目，中标金额分别为5962万元、7780万元，总金额超1.2亿元。 ...

Group 1 - The core viewpoint of the news is the strong performance of the A+H semiconductor industry chain in the Hong Kong stock market, with significant gains in various companies and the launch of the first ETF focused on the Hong Kong chip industry [1][3]. Group 2 - In the early trading session on December 29, stocks such as UBTECH and Shanghai Fudan rose over 10%, while Jiantao Laminates increased by over 7%, and Huahong Semiconductor and Fourth Paradigm gained over 2% [1]. - The first ETF focusing on the "Hong Kong chip" industry chain (159131) opened strong and is expected to continue its upward trend, with a real-time transaction amount exceeding 300 million CNY [1]. - The ETF is designed to track the "China Securities Hong Kong Stock Connect Information Technology Comprehensive Index," with a composition of 70% hardware and 30% software, including 42 Hong Kong tech companies [3]. - Notably, the ETF has significant weightings in companies such as SMIC (20.48%), Xiaomi Group-W (9.53%), and Huahong Semiconductor (5.80%), excluding major internet firms like Alibaba and Tencent [3]. - The IPO of Wallen Technology, the first GPU company listed in Hong Kong, has started, aiming to raise up to 4.85 billion HKD, with a subscription amount of 260.7 billion HKD, indicating strong demand [1][3].

本文源自：金融界AI电报 优必选(9880.HK)今日强势拉升，盘中大涨超11%至122港元。 ...

12月29日，优必选今日强势拉升，盘中大涨超11%至122港元。消息面上，近日，优必选新中标惠州市惠阳区人形机器人大 湾区数据采集中心项目和呼和浩特市具身智能科技中心设备采购项目，中标金额分别为5962万元、7780万元，总金额超1.2 亿元。 2025年，优必选人形机器人订单总金额已近14亿元，持续领跑全球人形机器人行业。此外，12月26日，优必选第1000台 Walker S2在柳州机器人超级智慧工厂下线，全年已实现了千台产能。预计2026年，优必选人形机器人年产能将达万台规 模。 股票频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 ...

值得关注的是，近日，优必选新中标惠州市惠阳区人形机器人大湾区数据采集中心项目和呼和浩特市具 身智能科技中心设备采购项目，中标金额分别为5962万元、7780万元，总金额超1.3亿元。2025年，优 必选人形机器人订单总金额已近14亿元，持续领跑全球人形机器人行业。12月26日，优必选第1000台 Walker S2在柳州机器人超级智慧工厂下线，全年已实现了千台产能。预计2026年，优必选人形机器人 年产能将达万台规模。 本文源自：智通财经网 智通财经获悉，优必选(09880)高开逾7%，截至发稿，涨7.21%，报117.4港元，成交额3857.18万港元。 消息面上，12月24日，优必选发公告称，以"协议转让+要约收购"的组合方式共收购深交所上市公司锋 龙股份93957518股（占锋龙股份公司股份总数43%）。根据公告，本次控制权变更方案中的股份转让价 格、要约收购价格均为17.72元/股，以此计算，合计总对价达16.65亿元。据悉，锋龙股份作为专精特新 及高新技术企业，长期深耕割草机等园林机械及发动机、液压控制系统及汽车零部件的研发与制造，拥 有扎实的精密制造能力、成熟的供应链体系与广泛的客户基础。 ...

（文章来源：每日经济新闻） 每经AI快讯，优必选(09880.HK)高开逾7%，截至发稿，涨7.21%，报117.4港元，成交额3857.18万港 元。 ...

Group 1 - The core point of the news is that UBTECH (stock code: 09880) has made significant moves in the market, including a notable increase in stock price and a strategic acquisition of a controlling stake in Fenglong Co., Ltd. [2][5] - UBTECH's stock opened over 10% higher and was reported to have risen by 10.68%, reaching HKD 121.20, with a trading volume of HKD 447 million [2][5]. - The company announced the acquisition of 93,957,518 shares of Fenglong Co., Ltd., representing 43% of the total shares, at a price of CNY 17.72 per share, totaling approximately CNY 1.665 billion [2][5]. Group 2 - Recently, UBTECH secured contracts for two projects: the humanoid robot data collection center in Huizhou and the equipment procurement for the Intelligent Technology Center in Hohhot, with total contract values exceeding CNY 130 million [3][6]. - For 2025, UBTECH's total order value for humanoid robots is projected to be nearly CNY 1.4 billion, maintaining its leadership in the global humanoid robot industry [3][6]. - On December 26, UBTECH's 1,000th Walker S2 robot was produced at the Liuzhou Robot Super Smart Factory, achieving a production capacity of 1,000 units for the year, with expectations to reach a production capacity of 10,000 units by 2026 [3][6].