每经AI快讯，优必选(09880.HK)早盘涨超3%，截至发稿涨3.04%，报118.6港元，成交额2.77亿港元。 ...

来源：新浪港股 据证券时报，12月14日，记者获悉，美国德州仪器已与优必选达成战略合作，德州仪器已采购优必选工 业人形机器人Walker S2，并正在其产线上部署调试应用。优必选将在人形机器人核心零部件方面引入 更多德州仪器的元器件，未来双方将针对人形机器人产品、技术和落地应用进行深入交流与合作探讨， 在半导体制造业应用人形机器人进行战略合作。 值得一提的是，优必选近期密集落地大额订单。12月10日披露的超0.5亿元AI大模型企业订单，核心交 付产品为全球首款自主换电工业机器人Walker S2，不仅包含硬件供应，更开放底层接口支持合作方实 现"AI大模型+机器人本体"的深度集成。此外，仅11月，优必选就先后斩获1.43亿元九江市人形机器人 数据采集与训练中心项目、2.64亿元广西边境口岸项目订单和1.59亿元自贡数据采集中心订单。 优必选（09880）盘中涨超4%，截至发稿，股价上涨2%，现报117.40港元，成交额3.47亿港元。 ...

值得一提的是，优必选近期密集落地大额订单。12月10日披露的超0.5亿元AI大模型企业订单，核心交 付产品为全球首款自主换电工业机器人Walker S2，不仅包含硬件供应，更开放底层接口支持合作方实 现"AI大模型+机器人本体"的深度集成。此外，仅11月，优必选就先后斩获1.43亿元九江市人形机器人 数据采集与训练中心项目、2.64亿元广西边境口岸项目订单和1.59亿元自贡数据采集中心订单。 智通财经APP获悉，优必选(09880)早盘涨超4%，截至发稿，涨3.04%，报118.6港元，成交额2.77亿港 元。 消息面上，据证券时报，12月14日，记者获悉，美国德州仪器已与优必选达成战略合作，德州仪器已采 购优必选工业人形机器人Walker S2，并正在其产线上部署调试应用。优必选将在人形机器人核心零部 件方面引入更多德州仪器的元器件，未来双方将针对人形机器人产品、技术和落地应用进行深入交流与 合作探讨，在半导体制造业应用人形机器人进行战略合作。 ...

Group 1: Automotive Industry - The Ministry of Commerce, the People's Bank of China, and the Financial Regulatory Bureau jointly issued a notification to boost consumption, including measures to reduce penalties for early loan repayment during vehicle trade-ins and support for service and elderly care sectors [5] - Dongfeng Motor and Leap Motor announced their commitment to comply with the "Automotive Industry Price Behavior Compliance Guidelines," aiming to enhance price compliance management across the entire production and sales chain [14][15] Group 2: Economic Indicators - China's marine economy is projected to exceed 10 trillion yuan in production value in 2024, with a 5.6% year-on-year growth in the first three quarters of this year, highlighting its importance in national economic stability [5] - The Hong Kong government is set to launch public consultations for the upcoming fiscal budget, focusing on expanding economic development and fostering innovation and technology [6] Group 3: Corporate Developments - Yunda Holdings announced a board election, nominating a 24-year-old as a non-independent director candidate, indicating potential changes in corporate governance and strategy [16] - Texas Instruments has entered a strategic partnership with UBTECH Robotics to enhance the application of humanoid robots in semiconductor manufacturing [17] Group 4: Market Trends - The price of Feitian Moutai has seen a significant increase, with prices rising by 40 to 80 yuan per bottle recently, indicating a strong demand in the market [13] - The strategic cooperation between Fenbi and Huatu Shanding aims to explore AI applications in the examination training industry, reflecting a trend towards digital transformation in education [18]

Core Viewpoint - Texas Instruments has formed a strategic partnership with UBTECH Robotics, the first publicly traded humanoid robot company, to enhance the application of humanoid robots in semiconductor manufacturing [1] Group 1: Strategic Collaboration - Texas Instruments has purchased UBTECH's Walker S2 industrial humanoid robot and is currently deploying it on its production line for testing and application [1] - The collaboration will involve UBTECH integrating more Texas Instruments components into the core parts of humanoid robots [1] Group 2: Future Developments - Both companies will engage in in-depth discussions and cooperation regarding humanoid robot products, technologies, and practical applications [1] - The partnership aims to explore strategic applications of humanoid robots within the semiconductor manufacturing industry [1]

Core Insights - The intelligent robot spatial perception solution integrates sensor technology, algorithms, and data processing to address core issues such as robot positioning, environment modeling, dynamic obstacle avoidance, and target recognition, facilitating the transition from structured to complex open environments [1][3] - China is a major market for intelligent robots, driven by strong policy support and significant market demand, leading to robust growth in the spatial perception solution sector [5] Market Size and Growth - The global market for intelligent robot spatial perception solutions is projected to grow to 26 billion yuan in 2024, an increase of 5.7 billion yuan from 2023 [1][3] - The Chinese market for intelligent robot spatial perception solutions is expected to reach 10.8 billion yuan in 2024, up by 2.5 billion yuan from 2023, with further growth anticipated to 13.9 billion yuan by 2025 [5] Industry Development Status - The demand for advanced spatial perception capabilities in robots is increasing across various sectors, including home services, industrial production, and security inspections, necessitating improvements in perception technology [3][5] - Current perception technologies struggle to meet the diverse environmental needs of intelligent robots, particularly in challenging conditions such as darkness and confined spaces [3] Industry Chain - The upstream of the intelligent robot spatial perception solution industry includes hardware such as sensors, chips, and LiDAR, along with foundational software and algorithms [5] - The midstream consists of solution providers and system integrators, while the downstream includes robot manufacturers and end-users across various applications [5] Policy Environment - The Chinese government has implemented numerous policies to promote the development, application, and industrialization of intelligent robots, aiming to accelerate innovation and growth in the sector [5][6] Competitive Landscape - Key players in the intelligent robot spatial perception solution industry include SLAMTEC, DJI, SUTENG, Hesai Technology, and UBTECH, among others [2][7] - The industry faces challenges in algorithm innovation and high-end hardware development, with domestic companies achieving significant advancements in mid-to-low-end markets [7] Future Trends - The intelligent robot technology sector is expected to evolve towards high-precision spatial perception systems, enabling robots to transition from passive execution to autonomous decision-making [10] - High-quality scene data will become a critical competitive barrier, with major companies investing in technology and platform systems to enhance their capabilities [10]

Core Viewpoint - UBTECH Robotics (09880) has seen a nearly 4% increase in stock price, currently at HKD 115.7, with a trading volume of HKD 546 million, following the announcement of a sales contract for humanoid robots worth over RMB 50 million with a leading domestic AI large model company [1] Group 1: Company Developments - On December 10, UBTECH announced a sales contract for humanoid robots, primarily featuring the Walker S2, which is the world's first industrial humanoid robot with autonomous battery swapping [1] - The Walker S2 has commenced mass production and delivery since mid-November, with the first batch of hundreds of units already deployed in key sectors such as automotive manufacturing, smart manufacturing, intelligent logistics, and embodied intelligent data centers [1] - The current production capacity for the Walker S2 exceeds 300 units per month, with an expected total delivery volume of over 500 units for the year [1]

Core Viewpoint - UBTECH Robotics (09880) shares rose nearly 4%, currently up 3.77% at HKD 115.7, with a trading volume of HKD 546 million [1] Group 1: Company Developments - On December 10, UBTECH announced a sales contract for humanoid robots with a leading domestic AI large model company, with a total value exceeding RMB 50 million [1] - The contract primarily involves the Walker S2, the world's first industrial humanoid robot with autonomous battery swapping, which is expected to be delivered within this year [1] - In mid-November, the Walker S2 began mass production and delivery, with the first batch of hundreds of units already deployed in key sectors such as automotive manufacturing, smart manufacturing, intelligent logistics, and embodied intelligent data centers [1] Group 2: Production and Delivery Metrics - The current production capacity of the Walker S2 exceeds 300 units per month, with an expected total delivery volume of over 500 units for the year [1]

消息面上，12月10日，优必选科技宣布与国内领先的AI大模型公司签订人形机器人销售合同，总金额 超过0.5亿元人民币，产品以全球首款自主换电的工业人形机器人Walker S2为主，将在今年内完成交 付。值得一提的是，11月中旬，工业人形机器人Walker S2开启量产与交付，首批数百台已投入产业一 线应用，覆盖汽车制造、智能制造、智慧物流、具身智能数据中心等重点领域。目前，Walker S2产能 每月已超过300台，预期全年交付量将超过500台。 优必选(09880)涨近4%，截至发稿，涨3.77%，报115.7港元，成交额5.46亿港元。 ...

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。 持續關連交易 修訂現有框架協議的年度上限 修 訂2025年度上限 由 於 天 奇 自 動 化 工 程 集 團 的 產 品 及 服 務 的 市 場 需 求 持 續 上 升，以 及 鑒 於本集團是中國少數具備能滿足其全球企業集團客戶的產品及服務需 求 的 必 要 經 驗 及 技 術 專 長 的 人 工 智 能 和 機 器 人 公 司 之 一，本 集 團 預 計 天奇自動化工程集團對本集團物流智能機器人及智能機器人解決方案 的 需 求 將 會 增 加。因 此，董 事 會 於2025年12月11日議決進一步修訂及增 加2025年 度 上 限 至 經 修 訂 年 度 上 限。 上市規則的涵義 於 本 公 告 日 期，天 奇 自 動 化 工 程 持 有 無 錫 優 奇 約29.49%的 權 益，而 本 公 司控制無錫優奇超過50%的 表 決 權。因 ...