受益的行业非常多，这个要分短期和中长期，因为时间跨度很长，预期是10-15年，但按照中国的速 度，只要资金到位，10年内就完工并非不可能。 短期来看，最开始就是水泥建材这些先行一步，考虑到水泥有个运输半径问题，因此最大龙头是本地水 泥厂的西藏天路(600326.SH)，被巨量封住一字，再是离基地项目400公里的港股华新水泥(06655)，大涨 超85%。本地产能肯定是不够的，需要从其它地区引进，其它有华润建材科技(01313)、中国建材 (03323)、金隅集团(02009)、中国建材(03323)、海螺水泥(00914)均涨超10%。 【解剖大盘】 周末没啥利空，市场主要担心的无非是日本的参议院选举，最新情况是由自民党和公明党组成的执政联 盟丧失参议院过半数议席。但靴子落地后日元并未出现明显波动，市场预期石破茂依旧可以继续履行职 责，从而稳定局面。因此港股继续跳空上行，今天涨0.68%。 扰动市场的巨头内卷也开始收敛，7月18日，根据央视新闻，市场监管总局约谈饿了么、美团、京东三 家平台企业，号召理性参与竞争。美团-W(03690)、京东集团(09618)、阿里巴巴(09988)均涨幅超2%。 而爆炸性题材 ...

Market Overview - On July 21, the Hang Seng Index rose by 0.68%, closing at 24,994.14 points, with a total net inflow of southbound funds through the Stock Connect amounting to HKD 70.51 billion [1] Trading Activity - The total trading volume for the Stock Connect on July 21 was HKD 1,603.52 billion, with a net buy of HKD 70.51 billion [1] - The Shanghai Stock Connect recorded a trading volume of HKD 1,033.25 billion and a net buy of HKD 39.00 billion, while the Shenzhen Stock Connect had a trading volume of HKD 570.27 billion and a net buy of HKD 31.52 billion [1] Active Stocks - In the Shanghai Stock Connect, the top active stock by trading volume was Dongfang Electric, with a transaction amount of HKD 92.89 billion and a closing price increase of 65.21% [1] - Other notable stocks included Huaxin Cement and Alibaba-W, with transaction amounts of HKD 70.24 billion and HKD 33.08 billion, respectively [1] - In terms of net buying, Dongfang Electric led with a net buy of HKD 9.60 billion, while Xiaomi Group-W had the highest net sell of HKD 4.52 billion, closing up by 1.32% [1] Shenzhen Stock Connect Highlights - In the Shenzhen Stock Connect, Meituan-W had the highest trading volume at HKD 31.76 billion, followed by Dongfang Electric and Huaxin Cement with HKD 30.12 billion and HKD 25.25 billion, respectively [2] - Alibaba-W recorded the highest net buy of HKD 3.93 billion, closing up by 1.81%, while Meituan-W had the highest net sell of HKD 4.42 billion, closing up by 2.75% [2]

Core Viewpoint - The humanoid robot sector has achieved record-high bidding amounts, indicating significant growth and investment potential in the industry [1][2]. Group 1: Major Contracts and Achievements - UBTECH Robotics won a procurement project from Miyi (Shanghai) Automotive Technology Co., amounting to 90.51 million yuan, marking the largest procurement order for humanoid robots globally [1][2]. - Prior to this, Zhiyuan Robotics and Yushu Technology secured a project from China Mobile (Hangzhou) with a total budget of 124.05 million yuan, setting a record for the largest single bidding order in China's humanoid robot industry [2]. - UBTECH Robotics, established in March 2012, focuses on the research, design, and commercialization of intelligent service robot solutions and was listed on the Hong Kong Stock Exchange on December 29, 2023, becoming known as the "first stock of humanoid robots" [2][3]. Group 2: Product Development and Market Presence - The Walker S series, an industrial humanoid robot developed by UBTECH, was first showcased on the day of its listing and has been deployed in various automotive manufacturing facilities, including NIO's advanced manufacturing base [3]. - UBTECH plans to deliver 500 units of the Walker S2, the world's first humanoid robot capable of autonomous battery swapping, to the smart manufacturing sector this year [3]. - The company aims to produce approximately 1,000 humanoid robots in 2023, excluding emotional companion robots, to gather data for future development [3]. Group 3: Financial Performance - In the previous year, UBTECH reported total revenue of 1.305 billion yuan, a year-on-year increase of 23.7%, with R&D investment of 478 million yuan, accounting for 36.6% of revenue [3]. - The gross profit reached 374 million yuan, reflecting a 12.4% year-on-year growth, while losses narrowed by 8.3% compared to the previous year [3]. Group 4: Stock Market Reaction - Following the announcement of the major contract, UBTECH's stock price surged over 9%, with a current increase of 4.61%, reaching 89.70 HKD per share, resulting in a market capitalization of 396 million HKD [4].

Group 1 - On July 21, 2025, the top three companies by trading volume in the Southbound Stock Connect (Shanghai-Hong Kong) were Dongfang Electric (01072) with a trading volume of 9.289 billion, Huaxin Cement (06655) with 7.024 billion, and Alibaba-W (09988) with 3.308 billion [1] - In the Southbound Stock Connect (Shenzhen-Hong Kong), the top three companies were Meituan-W (03690) with a trading volume of 3.176 billion, Dongfang Electric (01072) with 3.012 billion, and Huaxin Cement (06655) with 2.525 billion [1] Group 2 - In the Southbound Stock Connect (Shanghai-Hong Kong), the net buying amounts were as follows: Dongfang Electric (01072) +0.960 billion, Huaxin Cement (06655) +0.546 billion, and Alibaba-W (09988) -0.354 billion [2] - In the Southbound Stock Connect (Shenzhen-Hong Kong), the net buying amounts were: Dongfang Electric (01072) +0.125 billion, Huaxin Cement (06655) -0.130 billion, and Alibaba-W (09988) +0.393 billion [2]

Investment Rating - The report maintains a "Buy" rating for the company [5] Core Insights - The company has won a significant procurement order for humanoid robots, valued at 90.51 million yuan, marking it as the largest order globally for humanoid robots [2] - The company is at the forefront of humanoid robot commercialization, with multiple products gradually being deployed [2] - The company has developed a unique group intelligence technology that facilitates the large-scale deployment of humanoid robots in industrial settings [3] - The Walker S2 robot features a pioneering hot-swappable autonomous battery replacement system, enabling continuous operation [4] Financial Projections - Revenue forecasts for the company are set at 20.16 billion yuan for 2025, 28.23 billion yuan for 2026, and 37.05 billion yuan for 2027, with corresponding price-to-sales ratios of 17, 12, and 9 times [5] - The company is projected to have a net profit of -1.03 billion yuan in 2025, improving to -0.74 billion yuan in 2026 and -0.23 billion yuan in 2027 [5] - The earnings per share (EPS) is expected to improve from -2.33 yuan in 2025 to -0.52 yuan in 2027 [5]

Group 1 - The core viewpoint of the articles highlights the increasing orders and interest in humanoid robots in China, with significant contracts being awarded to companies like UBTECH and others in the industry [1][2][5] - UBTECH has secured a major humanoid robot procurement project worth 90.515 million yuan, marking the largest single contract in the humanoid robot sector in China [1] - The global humanoid robot market is projected to reach $15 billion by 2030, with a compound annual growth rate of 71% from 2021 to 2030 [2] Group 2 - UBTECH's Walker S series robots are currently being tested in various automotive factories, including BYD and FAW-Volkswagen, with plans for mass deployment by 2025 [3][5] - The company aims to produce 1,000 humanoid robots by 2025, with optimistic projections suggesting thousands of units could be delivered by 2026 and potentially reaching tens of thousands by 2027 [5] - Challenges remain in the industry, particularly regarding the delivery capabilities and mass production of humanoid robots, which are not as standardized as consumer electronics [1][4][5] Group 3 - Major global players, including Tesla and Boston Dynamics, are heavily investing in humanoid robot development, intensifying competition in the market [2] - The development of Tesla's Optimus robot has faced setbacks, with production currently paused for design adjustments, impacting its previously set production goals [1][5] - The industry is facing significant financial barriers, with successful companies needing substantial funding (over 1 billion yuan) and time for research and development to overcome technological challenges [6]

7月15日，"人形机器人第一股"深圳市优必选科技股份有限公司（以下简称"优必选"）在其官方微信公众号发布声明，提醒公众警惕不法分子冒用该公司名 义进行诈骗活动。 郑重提醒广大用户提高警惕,注意辨别真伪: 一、利用诈骗 APP 的行骗手段 不法分子以"团队激励""抽取红包"为饵,要求用户通过个人 社交媒体邀请新用户,赚取佣金或者抽取机器人,并套取用户个人电 话、身份证号等敏感个人信息;通过极高收益诱导用户进行"机器人 开机",伪造我司的授权文件等,以"投资返利"为诱饵,吸引用户 投入资金后卷款跑路。 二、我司官方信息及辨别方法 (一)官方联系方式: 1.我司官方网站 https://www.ubtrobot.com; 2.经过平台认证的社交媒体账号、官方微信公众号; 3.我司官方联系邮箱(legalaffairs@ubtrobot.com, sales@ubtrobot.com, investor@ubtrobot.com )等。 我司请用户通过上述正规渠道与我们联系,切勿相信陌生号码或 未经认证的账号。 (二)有关我司信息的辨别方法 我司所有业务,均会在官方平台明确公示办理流程,且不会要求 消也不会索要银行卡 ...

7月21日，港A两市机器人板块卷土重来，炒作热度再次升温。 其中，港股的"人形机器人"第一股优必选（09880.HK）领涨板块，盘中一度涨逾9.97%，截至发稿，涨幅5.36%；其它概念股，盛业（06069.HK）涨 2.05%，速腾聚创（02498.HK）、首程控股（00697.HK）、美的集团（00300.HK）均涨超1%。 A股方面，相关概念股也表现不俗。截至发稿，上纬新材（688585.SH）录得9连板，金发科技（600143.SH）、卧龙电驱（600580.SH）、长盛轴承 (300718.SZ)、中大力德（002896.SZ）也录得涨停；朗科智能（300543.SZ）亦冲高，涨幅分别为11.01%。 从消息面看，今日机器人概念股集体飙升，或与近日行业迎来密集的催化有关。 产业层面，人形机器人公司正迎来收获期。7月18日，据中国招标投标公共服务平台发布的《机器人设备采购项目中标公示》显示，优必选科技中标觅亿 汽车的机器人设备采购项目，项目金额为9051.15万元。这是目前全球人形机器人企业中标金额最大的采购订单。 另值关注的是，在产业订单加速落地之际，宇树科技与智元新创均已开展资本化布局。据悉，宇树 ...

Group 1 - Meituan-W (03690) rose nearly 4% as regulatory discussions with food delivery platforms suggest a slowdown in subsidy wars, which may benefit Meituan's user experience rebound [1] - The Yarlung Tsangpo River hydropower project commenced with an investment of 1.2 trillion yuan, equivalent to the construction of three Three Gorges projects [1] - Cement stocks surged in the Hong Kong market, with Huaxin Cement (06655) increasing over 29% following the hydropower project announcement [1] - Stablecoin concept stocks strengthened after Trump signed a stablecoin bill, with Huajian Medical (01931) rising over 23% [1] - UBTECH (09880) saw a nearly 10% increase after winning a major procurement order for humanoid robots worth nearly 100 million yuan [1] Group 2 - Nongfu Spring (09633) increased over 3% as analysts believe the company will benefit from competitive public sentiment, indicating a strong business recovery [2] - Xintong Medical-B (02160) rose over 5% as MicroPort plans to inject its CRM business into Xintong Medical, aiding in the establishment of a heart disease product platform [2] - Oil stocks generally rose, with Sinopec (00386) increasing nearly 4% after Goldman Sachs raised its oil price forecast for the second half of the year [2] - Chinese brokerage stocks remained active, with major brokerages reporting a year-on-year net profit growth of 50%-80% for the first half of the year [2] Group 3 - Netflix (NFLX.US) fell over 5% as investors had overly high expectations for Q2 performance, despite revenue growth of 15.9% year-on-year to $11.08 billion [3] - Interactive Brokers (IBKR.US) rose 7.77% as Q2 profits and revenues increased [4] - Blaize Holdings (BZAI.US) surged 58.75% after securing a $120 million AI infrastructure contract [4] - OpenDoor Technologies (OPEN.US) jumped 36.36% as interest in the platform surged significantly on social media [4] - Talen Energy (TLN.US) rose 24.48% to a record high after announcing a $3.5 billion acquisition of two gas power plants, expected to boost free cash flow per share by over 40% [4] - Futu Holdings (FUTU.US) increased 7% as Barclays highlighted its potential for accelerated growth as a leading online brokerage in Asia [4]

港股优必选早盘一度涨超9%，消息面上，优必选科技拿下人形机器人企业最大采购订单，金额近1亿。 ...