本次合伙企业设立旨在藉助专业基金团队的管理能力，整合多方资源，发掘具有高成长潜力的优质项 目。公司通过与专业投资机构、政府创投平台合作，以投资产业基金的方式搭建投资基金平台，以具身 智能人形机器人产业链为核心，对产业上下游、核心零部件、具身智能基础设施布局方向开展投资，有 利于公司紧跟产业发展趋势，拓展业务机会。 格隆汇1月22日丨优必选(09880.HK)公告，于2026年1月22日，公司与柳州产控基金及柳州产业引导基金 订立合伙协议，据此，订约方同意成立合伙企业，以依托柳州市现有产业基础，在智能机器人产业链领 域开展投资。 根据合伙协议的条款，合伙企业全体合伙人的出资总额为人民币660百万元，其中柳州产控基金出资人 民币5百万元，柳州产业引导基金出资人民币355百万元及公司出资人民币300百万元。柳州产控基金担 任合伙企业的普通合伙人及基金管理人。 ...

本次合伙企业设立旨在借助专业基金团队的管理能力，整合多方资源，发掘具有高成长潜力的优质项 目。公司通过与专业投资机构、政府创投平台合作，以投资产业基金的方式搭建投资基金平台，以具身 智能人形机器人产业链为核心，对产业上下游、核心零部件、具身智能基础设施布局方向开展投资，有 利于公司紧跟产业发展趋势，拓展业务机会。 合伙企业的目的是以智能机器人产业链为核心，依托柳州市现有产业基础，投资于上下游产业、核心零 部件及智能基础设施，旨在打造人工智能与机器人产业新高地。合伙企业由全体合伙人共同成立，旨在 通过投资组合为其合伙人创造合理的经济回报。 智通财经APP讯，优必选(09880)发布公告，于2026年1月22日，公司与柳州产控基金及柳州产业引导基 金订立合伙协议，据此，订约方同意成立合伙企业，以依托柳州市现有产业基础，在智能机器人产业链 领域开展投资。根据合伙协议的条款，合伙企业全体合伙人的出资总额为人民币6.6亿元，其中柳州产 控基金出资人民币500万元，柳州产业引导基金出资人民币3.55亿元及公司出资人民币3亿元。柳州产控 基金担任合伙企业的普通合伙人及基金管理人。 ...

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） 須予披露交易 成 立 合夥企業 成 立 合夥企業 於2026年1月22日，本 公 司 與 柳州產控基金 及 柳州產業引導基金 訂 立 合 夥協議，據 此，訂約方同意 成 立 合夥企業，以 依 託 柳 州 市 現 有 產 業 基 礎，在智能機器人產業鏈 領 域 開展投資。 根 據 合 夥 協 議 的 條 款，合 夥 企 業 全 體 合 夥 人 的 出 資 總 額 為 人 民 幣660百 萬 元，其 中 柳州產控基金 出資人民幣5百 萬 元，柳州產業引導基金 出 資 人民幣355百萬元及本公司出資人民幣300百 萬 元。柳州產控基金 擔 任 合 夥 企 業 的 普 通 ...

在最近有统计数据的5个交易日内，钧达股份（02865）、中庆股份（01855）、康龙化成（03759）港股 通持股占比增加值最大，分别增加13.48%、6.42%、4.45%；华夏恆生科技（03088）、南京熊猫电子股 份（00553）、旭辉控股集团（00884）港股通持股占比减少值最大，分别减 少-14.18%、-4.58%、-4.31%。 具体数据如下（交易所数据根据T+2日结算）： 智通财经APP获悉，根据2026年1月21日披露数据，三花智控（02050）、狮腾控股（02562）、中远海 能（01138）港股通持股占比增加值最大，分别增加2.19%、1.89%、1.47%；优必选（09880）、迈富时 （02556）、微盟集团（02013）港股通持股占比减少值最大，分别减少-0.85%、-0.70%、-0.68%。 4、港股通5日占减持榜（前10名） | 公司名称 | 占比值变动 | 最新持股比例 | | --- | --- | --- | | 华夏恆生科技(03088) | -14.18% | 6.09% | | 南京熊猫电子股份(00553) | -4.58% | 45.48% | | 旭辉控股集 ...

Group 1 - The top three companies by Hong Kong Stock Connect holding ratios are China Telecom (00728) at 70.91%, Green Power Environmental (01330) at 69.45%, and Tianjin Chuangye Environmental (01065) at 67.62% [1][2] - The largest increases in holding amounts over the last five trading days were seen in Alibaba-W (09988) with an increase of 2.229 billion, SMIC (00981) with an increase of 1.693 billion, and Huahong Semiconductor (01347) with an increase of 1.379 billion [1][2] - The largest decreases in holding amounts over the last five trading days were recorded for China Mobile (00941) with a decrease of 2.613 billion, UBTECH (09880) with a decrease of 787 million, and Kuaishou-W (01024) with a decrease of 739 million [1][3] Group 2 - The latest holding ratio rankings for Hong Kong Stock Connect show that China Telecom holds 9.842 billion shares, Green Power Environmental holds 0.281 billion shares, and Tianjin Chuangye Environmental holds 0.230 billion shares [2] - The top ten companies with the largest increases in holdings over the last five trading days include Tencent Holdings (00700) with an increase of 917 million and China Construction Bank (00939) with an increase of 866 million [2] - The top ten companies with the largest decreases in holdings over the last five trading days also include Alibaba Health (00241) with a decrease of 665 million and China Hongqiao (01378) with a decrease of 647 million [3]

Group 1 - The top three companies with net inflow of southbound funds are SMIC (00981) with 458 million, Sanhua Intelligent Control (02050) with 405 million, and Hua Hong Semiconductor (01347) with 390 million [1] - The top three companies with net outflow of southbound funds are China Mobile (00941) with -601 million, UBTECH (09880) with -516 million, and Sanofi (01530) with -357 million [1] - In terms of net inflow ratio, Haitian Flavoring (03288) leads with 76.61%, followed by Southern Hong Kong Stock Connect (03432) with 62.50%, and CIMC (02039) with 59.57% [1] Group 2 - The top ten companies by net inflow include Tencent Holdings (00700) with 272 million and Alibaba-W (09988) with 263 million [2] - The top ten companies by net outflow include Meituan-W (03690) with -287 million and Bilibili-W (09626) with -242 million [2] - The top three companies with the highest net outflow ratio are Dekang Agriculture (02419) at -50.69%, Sanofi (01530) at -47.05%, and Jianfa International Group (01908) at -45.45% [3]

机器人概念股午前普涨，截至发稿，微创机器人（02252）上涨11.91%，报29.50港元；卧安机器人 （06600）上涨10.08%，报125.60港元；极智嘉-W（02590）上涨5.48%，报30.80港元；优必选 （09880）上涨2.15%，报142.40港元；德昌电机控股（00179）上涨2.36%，报28.68港元。 客户端 责任编辑：卢昱君 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 机器人概念股午前普涨，截至发稿，微创机器人（02252）上涨11.91%，报29.50港元；卧安机器人 （06600）上涨10.08%，报125.60港元；极智嘉-W（02590）上涨5.48%，报30.80港元；优必选 （09880）上涨2.15%，报142.40港元；德昌电机控股（00179）上涨2.36%，报28.68港元。 责任编辑：卢昱君 ...

Group 1 - The core viewpoint of the news is that the robotics sector is experiencing a significant surge, driven by government support and technological advancements in humanoid robots [1][2] - As of the report, several robotics stocks have seen substantial gains, with MicroPort Robotics rising by 12.22% to HKD 29.58, and Wan'an Robotics increasing by 10.17% to HKD 125.7 [1] - The Ministry of Industry and Information Technology (MIIT) plans to promote innovation and upgrade in humanoid robot technology, focusing on product quality, network security, and ethical research [1] Group 2 - The latest data from the National Bureau of Statistics indicates that by 2025, China's robotics industry is expected to experience a comprehensive explosion, with significant growth in core components and complete machines [2] - Key statistics show that the production of robot reducers has increased by 63.9% year-on-year, industrial robots by 28.0%, and service robots by 16.1%, reflecting a high-speed development phase in the robotics industry [2] - The growth is attributed to new growth points such as embodied intelligence and human-machine collaboration, indicating a simultaneous advancement in technological innovation and application [2]

智通财经APP获悉，机器人概念股普涨，截至发稿，微创机器人(02252)涨12.22%，报29.58港元；卧安 机器人(06600)涨10.17%，报125.7港元；极智嘉-W(02590)涨5%，报30.66港元；优必选(09880)涨 2.65%，报143.1港元；德昌电机控股(00179)涨2.21%，报28.64港元。 值得关注的是，国家统计局最新数据显示，2025年我国机器人产业呈现全面爆发态势。在具身智能、人 机协作等新增长点带动下，机器人核心零部件与整机产量均实现显著增长：机器人减速器产量同比增长 63.9%，工业机器人增长28.0%，服务机器人增长16.1%。这些数据充分反映了我国机器人产业已步入高 速发展阶段，技术创新与应用落地齐头并进。 消息面上，1月21日，国新办举行新闻发布会上，工业和信息化部副部长张云明表示，下一步工信部将 持续推动人形机器人技术创新和迭代升级，以人形机器人为小切口带动计算智能大产业发展，将持续加 强人形机器人产品质量、网络和数据安全方面的检验检测，开展相关科技伦理研究与管理服务，以高水 平安全保障高质量发展。同时，工信部将加速做好人形机器人生态，强化国家人工智能产业 ...

Investment Rating - The report rates the robotics industry as "Overweight," indicating a positive outlook for the sector compared to the overall market performance [2][8]. Core Insights - The robotics industry is currently experiencing a phase of intensive capitalization, with leading companies preparing for IPOs and existing firms leveraging differentiated capital platforms for expansion. This trend is driven by the industry's transition from zero to one, requiring significant capital for operations, and the favorable regulatory environment creating an optimal window for capitalization over the next 1 to 2 years [2]. - The commercialization of robotics is accelerating, with increased capital expenditure expected to catalyze the development of funding, R&D, industrialization, and application scenarios. The report outlines three stages of commercialization: industrial use, commercial use, and ultimately household use [2]. - Key segments benefiting from the 2026 industrialization of robotics include: 1. The robotics body segment, where leading companies are expected to catalyze market growth through IPOs [2]. 2. The robotics components and modules segment, supported by manufacturing companies in regions like the Yangtze River Delta and Pearl River Delta [2]. 3. The soft technology segment, which may see mergers and acquisitions involving quality startups and unicorns [2]. 4. The application segment, where companies with strong customer loyalty and viable scenarios are likely to launch successful products in collaboration with established robotics firms [2]. Summary by Sections - **Capitalization Phase**: The robotics industry is in a critical phase of capitalization, with numerous companies preparing for public offerings and leveraging existing platforms for growth [2]. - **Commercialization Stages**: The report identifies three stages of robotics commercialization, emphasizing the need for capital and policy support to transition from industrial to household applications [2]. - **Beneficial Segments**: The report highlights four key segments poised for growth, including robotics body, components, soft technology, and applications, each with unique investment opportunities [2]. - **Investment Opportunities**: Recommended stocks include leading companies such as Hengli Hydraulic, Zhejiang Rongtai, and others, indicating a focus on both core and domestic chains within the robotics sector [2].