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 不對因本公告全部或任何部分內容而產生或因依賴該等內容而引致的 任 何 損 失 承 擔 任 何 責 任。 UBTECH ROBOTICS CORP LTD 深 圳 市 優 必 選 科 技 股 份 有 限 公 司 （於中華人民共和國註冊成立之股份有限公司） （股份代號：9880） 公 告 (1)銀 行 信 貸 安 排；及 (2)建議修訂公司章程 本 公 告 乃 由 深 圳 市 優 必 選 科 技 股 份 有 限 公 司（「本公司」）董 事（「董 事」）會 （「董事會」）根 據 香 港 聯 合 交 易 所 有 限 公 司（「聯交所」）證 券 上 市 規 則 第13.51 條 而 刊 發。 (1) 銀行信貸安排 隨 著 本 集 團 擴 展 業 務 營 運 及 支 持 其 營 運 資 金 需 求，本 集 團 不 時 申 請 銀 行 信 貸。貸 款 銀 行 可 能 會 要 求 股 東 會批准作為批准本公司銀行信 貸 的 條 件。 於2025年8月4日 ...

Core Insights - On August 4, 2025, the top three companies by trading volume in the Southbound Stock Connect were Yingfu Fund (02800), Hang Seng China Enterprises (02828), and InnoCare Pharma (02577) with trading volumes of 94.85 billion, 46.53 billion, and 41.25 billion respectively [1] - In the Southbound Stock Connect for Shenzhen, the top three companies were Yingfu Fund (02800), Tencent Holdings (00700), and Hang Seng China Enterprises (02828) with trading volumes of 50.64 billion, 22.09 billion, and 17.90 billion respectively [1] Southbound Stock Connect (Shanghai) Active Companies - Yingfu Fund (02800) had a trading amount of 94.85 billion with a net buy of -94.77 billion [2] - Hang Seng China Enterprises (02828) recorded a trading amount of 46.53 billion with a net buy of -45.52 billion [2] - InnoCare Pharma (02577) achieved a trading amount of 41.25 billion with a net buy of +2.80 billion [2] - Tencent Holdings (00700) had a trading amount of 24.71 billion with a net buy of +6.17 billion [2] - Alibaba-W (09988) recorded a trading amount of 20.88 billion with a net buy of +7.26 billion [2] Southbound Stock Connect (Shenzhen) Active Companies - Yingfu Fund (02800) had a trading amount of 50.64 billion with a net buy of -50.58 billion [2] - Tencent Holdings (00700) recorded a trading amount of 22.09 billion with a net buy of -5.65 billion [2] - Hang Seng China Enterprises (02828) achieved a trading amount of 17.90 billion with a net buy of -17.74 billion [2] - Alibaba-W (09988) had a trading amount of 12.93 billion with a net buy of +228.97 million [2] - InnoCare Pharma (02577) recorded a trading amount of 12.76 billion with a net buy of +823.66 million [2]

Market Overview - On August 4, the Hang Seng Index rose by 0.92%, closing at 24,733.45 points, while southbound funds through the Stock Connect recorded a net sell of 18.092 billion HKD [1] - The total trading volume for the Stock Connect on August 4 was 130.07 billion HKD, with a net sell of 18.092 billion HKD [1] Trading Activity - In the Shanghai Stock Connect, the trading volume was 83.126 billion HKD with a net sell of 11.124 billion HKD, while in the Shenzhen Stock Connect, the trading volume was 46.944 billion HKD with a net sell of 6.968 billion HKD [1] - The most actively traded stock in the Shanghai Stock Connect was the Tracker Fund of Hong Kong (盈富基金), with a trading volume of 9.485 billion HKD, followed by Hang Seng China Enterprises and InnoCare Pharma, with trading volumes of 4.653 billion HKD and 4.125 billion HKD respectively [1] Net Buy/Sell Analysis - Alibaba-W recorded the highest net buy amount of 726 million HKD, despite a closing price drop of 0.60% [1] - The Tracker Fund of Hong Kong had the highest net sell amount of 9.477 billion HKD, while its closing price increased by 0.88% [1] - In the Shenzhen Stock Connect, the Tracker Fund of Hong Kong also led in trading volume with 5.064 billion HKD, and had a net sell of 5.058 billion HKD, closing up by 0.88% [2] Key Stocks Performance - Kuaishou-W had the highest net buy amount in the Shenzhen Stock Connect, with a net buy of 220 million HKD and a closing price increase of 3.22% [2] - Tencent Holdings and Hang Seng China Enterprises followed in trading volume with 2.709 billion HKD and 1.790 billion HKD respectively [2]

8月4日恒生指数上涨0.92%，南向资金全天合计成交金额为1300.70亿港元，其中，买入成交559.89亿港 元，卖出成交740.81亿港元，合计净卖出金额180.92亿港元。具体来看，港股通（深）累计成交金额 469.44亿港元，买入成交199.88亿港元，卖出成交269.56亿港元，合计净卖出金额69.68亿港元；港股通 （沪）累计成交金额831.26亿港元，买入成交360.01亿港元，卖出成交471.25亿港元，合计净卖出金额 111.24亿港元。 成交活跃股方面，今日上榜个股中，南向资金成交金额最多的是盈富基金，合计成交额145.49亿港元， 恒生中国企业、英诺赛科成交额紧随其后，分别成交64.42亿港元、54.01亿港元。以净买卖金额统计， 净买入的个股共有7只，阿里巴巴-W净买入额为7.28亿港元，净买入金额居首，该股收盘股价下跌 0.60%，英诺赛科净买入额为3.63亿港元，快手-W净买入额为2.20亿港元。净卖出金额最多的是盈富基 金，净卖出145.35亿港元，该股收盘股价上涨0.88%，恒生中国企业、南方恒生科技遭净卖出63.26亿港 元、14.53亿港元。 今日上榜个股中，阿里巴巴-W、 ...

优必选(9880.HK)午后拉升，大涨超10%，报97.65港元，股价创5月16日以来新高。消息面上，优必选近 日中标觅亿汽车科技超9051万元人民币的机器人采购项目，为目前全球最大人形机器人订单。另外，优 必选近日面向智能制造场景推出全尺寸工业人形机器人Walker S2。身高1.76米的Walker S2凭借突破性 的硬件本体设计，不仅完美复现拟人步态行走与精细操作能力，还以全球首创的自主换电技术实现了 7*24小时的不间断作业。 ...

优必选(09880.HK)涨8.4%，股价超96港元。消息面上，优必选近日中标觅亿汽车科技超9051万元人民币 的机器人采购项目，为目前全球最大人形机器人订单。 ...

港股优必选涨幅扩大至8%，现报95.8港元。优必选近日中标觅亿汽车科技超9051万元人民币的机器人 采购项目，为目前全球最大人形机器人订单。 ...

Group 1: Market Performance - Dongyue Group (00189) saw a rise of over 1%, with expectations for increased refrigerant demand as the new cooling season begins, despite a seasonal decline in August [1] - Hong Kong's banking stocks experienced a rally, with Agricultural Bank (01288) up over 2%, and other banks like ICBC (01398) and China Merchants Bank (03968) also gaining over 1%. The overall asset quality of listed banks remains stable, and profit growth is expected to continue [1] - In the gold sector, Lingbao Gold (03330) rose over 3%, with other companies like Chifeng Jilong Gold (06693) and Shandong Gold (01787) also seeing significant gains, driven by lower-than-expected U.S. job growth data which increased interest in gold [3] Group 2: Company Announcements - InnoCare (02577) surged over 8% after being named the only Chinese chip company in NVIDIA's 800VDC power architecture collaboration, indicating a significant partnership in AI data centers [2] - Derun Shipping (02510) announced a profit forecast of approximately $180 million to $200 million for the six months ending June 30, 2025, representing a 220% to 255% increase compared to the previous year [2] - China Eastern Education (00667) reported an expected profit increase of no less than 45% for the first half of the year, driven by a 7% increase in new student registrations and effective cost control [3] Group 3: Financial Results - Amazon (AMZN.US) reported second-quarter earnings that exceeded expectations, with AWS revenue growing 17% year-over-year, but the third-quarter profit guidance fell short of market expectations [5] - Coinbase (COIN.US) saw a 16.7% drop after reporting second-quarter revenue of $1.5 billion, which was below analyst expectations, despite a significant profit increase due to investments [5] - Moderna (MRNA.US) experienced a decline of over 10% due to delays in vaccine shipments, leading to a downward revision of its revenue forecast for 2025 [7]

值得注意的是，优必选近日宣布，中标觅亿(上海)汽车科技有限公司逾9,051万元人民币机器人设备采购 项目，此次中标订单是目前全球人形机器人金额最大的采购订单。此外，建银国际发布研报称，优必选 近期公布旗舰产品Walker S2更多细节，包括配备AI模型Co-Agent、每秒行走2米及15公斤负载能力等， 此次升级可满足各工业领域需求。花旗则表示，相信8月8至12日在北京举行的2025年世界机器人大会对 优必选是正面事件。 本文源自智通财经网 智通财经获悉，优必选(09880)早盘涨近5%，截至发稿，涨3.62%，报91.55港元，成交额4.29亿港元。 消息面上，7月28日，优必选发布公告，配售事项已完成，合共配售3015.545万股，募集总资金24.1亿港 元，其中超10亿港元将用于向供应商及服务提供商支付款项。据悉，优必选本次配售所募集资金总额超 过前四次配售金额的总和，成为资本市场有史以来最大一笔人形机器人上市公司股票配售融资，并获得 国家主权基金、重要产业资本、长线基金和多策略基金的热烈追捧。 ...

Group 1 - The stock of UBTECH (09880) rose nearly 5% in early trading, currently up 3.62% at HKD 91.55, with a trading volume of HKD 429 million [1] - On July 28, UBTECH announced the completion of a placement of 30.155 million shares, raising a total of HKD 2.41 billion, with over HKD 1 billion allocated for payments to suppliers and service providers [1] - This fundraising surpasses the total amount raised in the previous four placements, marking the largest stock placement financing for a humanoid robot company in capital market history, attracting interest from sovereign funds, significant industrial capital, long-term funds, and multi-strategy funds [1] Group 2 - UBTECH recently won a procurement project from Mi Yi (Shanghai) Automotive Technology Co., Ltd. for over RMB 90.51 million, which is currently the largest procurement order for humanoid robots globally [1] - CCB International released a report detailing UBTECH's flagship product Walker S2, which features the AI model Co-Agent, a walking speed of 2 meters per second, and a load capacity of 15 kilograms, meeting the needs of various industrial sectors [1] - Citigroup expressed confidence that the 2025 World Robot Conference, taking place in Beijing from August 8 to 12, will be a positive event for UBTECH [1]