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 茲 提 述 深 圳 市 優 必 選 科 技 股 份 有 限 公 司（「本公司」）日 期 均 為2025年10月 17日有關本公司2025年 第 五 次 臨 時 股 東 會（「臨時股東會」）的 通 函（「該 通 函」）及 通 告。除 本 公 告 另 有 界 定 者 外，本 公 告 所 用 詞 彙 與 該 通 函 所 界 定 者 具 有 相 同 涵 義。 董 事 會 欣 然 宣 佈，本 公 司 已 於2025年11月3日（星 期 一）於 中 國 深 圳 市 南 山 區學苑大道1001號南山智園C1棟25樓JIMU會議室召開並舉行臨時股東會。 於 臨 時 股 東 會 日 期，已 發 行 股 份 總 數 為471,933,373股 股 份（ ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 | 1. 股份分類 | 普通股 | 股份類別 | 其他類別 (請註明) | | 於香港聯交所上市 (註1) | | 否 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | N/A | 說明 | 内資股 | | | | | | | | | 法定/註冊股份數目 | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 70,665,977 RMB | | | 1 RMB | | 70,665,977 | | 增加 / 減少 (-) | | | | | | RMB | | | | 本月底結存 | | | 70,665,977 RMB | | | 1 RMB | | 70,665,977 | | 2. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- ...

Core Viewpoint - Tianqi Co., Ltd. plans to deploy at least 2,000 embodied intelligent robots within Foxconn's automotive manufacturing system over the next five years as part of a strategic cooperation agreement with Foxconn Automotive [1] Group 1: Strategic Cooperation - The cooperation involves establishing a joint project team to promote the deployment of embodied intelligent robots in specific scenarios [1] - Foxconn Automotive will provide real technical testing environments and application incubation settings for the collaboration [1] Group 2: Key Application Scenarios - Three main application scenarios have been identified: precision operations on production lines, intelligent inspections within factories, and smart services in parks, including unmanned retail and intelligent delivery [1] - In precision operations, the focus will be on developing robots for tasks such as material handling, inter-station transport, high-precision visual sorting, and product packaging [1] Group 3: Partnerships and Contracts - Tianqi Co., Ltd. has established close relationships with robot manufacturers, particularly UBTECH and Galaxy General, both of which have formed joint ventures with Tianqi [2] - A recent contract worth 30 million yuan was signed between UBTECH's subsidiary UQI and Tianqi for humanoid robot procurement [2] Group 4: Industry Trends - Foxconn is actively embracing the introduction of embodied intelligent robots, having established a long-term strategic partnership with UBTECH for applications in smart manufacturing [4] - Foxconn's goal is to deploy humanoid robots in its AI server manufacturing facility in Houston by the first quarter of 2026 [5]

Core Viewpoint - The strategic cooperation between Shenzhou Holdings' subsidiary KJ and UBTECH's subsidiary UQI aims to create an intelligent application ecosystem in the logistics sector, enhancing supply chain efficiency and establishing industry benchmarks [1][2][3] Group 1: Strategic Cooperation Details - KJ and UQI will focus on addressing pain points in the logistics sector, particularly in labor-intensive roles such as unloading, picking, verification, and line feeding, by co-creating unmanned operational scenarios [1][2] - The collaboration will leverage KJ's extensive logistics experience and UQI's advanced technology in embodied intelligence to develop a "cloud brain + edge brain" dual-core technology architecture [1][2] Group 2: Technological Contributions - UQI will contribute its "execution terminal" advantages through its self-developed robot operating system UPilot and core controller ACU, utilizing industrial mobile robots and humanoid robots for comprehensive logistics automation [2] - The partnership will establish a "logistics embodied intelligence laboratory" to tackle key technologies such as multi-modal cargo recognition and autonomous learning processes [2][3] Group 3: Ecosystem Development - The two companies will create an open protocol for logistics intelligent agent communication and scheduling to address coordination challenges among different brands and types of equipment [3] - They will jointly publish an industry white paper to outline technical standards and best practices for the "cloud brain + edge brain" architecture, contributing to national and industry standard formulation [3] Group 4: Industry Impact - This strategic partnership marks a significant milestone in the logistics industry's transition towards automation and intelligence, aligning with the "14th Five-Year Plan" policy guidance [3] - The collaboration aims to transform the logistics sector from labor-intensive to technology-intensive, providing a model for policy implementation and contributing to the digital transformation of global supply chains [3]

Core Insights - The company is focusing on a supply chain-centric strategy, leveraging big data and AI technology to build a business empowerment system [1] - By 2025, the company has successfully established strategic partnerships with 12 core clients and ecosystem partners, reinforcing its supply chain ecosystem layout [1] - The company is enhancing its "Datax AI" strategy, treating high-quality data as a core production factor and using AI as a driving engine for technological integration and business innovation in the supply chain [1] Strategic Partnerships - The company’s subsidiary, Beijing KJ Logistics Co., Ltd. (KJ), signed a strategic cooperation agreement with Wuxi UQI Intelligent Technology Co., Ltd., a subsidiary of UBTECH, on October 29, 2025 [1][2] - The partnership aims to create a fully automated operation system by integrating KJ's logistics business scenarios and UQI's advanced intelligent hardware and software products in the unmanned logistics field [2] - The collaboration seeks to enhance supply chain operational efficiency, accuracy, and flexibility, establishing a new benchmark for "new quality productivity" in the industry [2]

Core Insights - Shenzhou Holdings is focusing on a supply chain-centric strategy, leveraging big data and AI technologies to build a business empowerment system and implementing a "customer + ecosystem" dual-driven strategy [1][2] - The company has successfully established strategic partnerships with 12 core clients and ecosystem partners by 2025, reinforcing its supply chain ecosystem layout [1] - The subsidiary, Beijing KJ Logistics Co., Ltd. (KJ), signed a strategic cooperation agreement with UQI, a subsidiary of UBTECH, to enhance logistics automation through AI and robotics [1][2] Strategic Focus - The company is elevating its "Data x AI" strategy, treating high-quality data as a core production factor and using AI as a driving engine for technological integration and business innovation in the supply chain [1][2] - The collaboration with UQI aims to create a fully automated operational system by integrating data, algorithms, computing power, and robotic hardware, significantly improving supply chain efficiency, accuracy, and flexibility [2] Areas of Collaboration - The partnership will focus on co-developing unmanned logistics operation scenarios and commercial applications in warehousing logistics [2] - It will leverage logistics vertical models and embodied intelligence for smart distribution and edge computing [2] - The companies will establish a logistics intelligent laboratory for joint technology research and explore unmanned warehouse applications overseas [2] - They will also create standards for protocol interoperability in logistics intelligent systems, fostering an open developer platform and building an ecosystem for embodied intelligent applications in logistics [2] Future Outlook - The company plans to further integrate advantageous resources and deepen the implementation of its "Data x AI" strategy, enhancing smart supply chain service capabilities and accelerating AI technology penetration across supply chain segments [2]

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，概不就因本公告全部或任何部分內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 自願性公告 有關與UQI優奇簽署 戰略合作協議 本公告乃 Digital China Holdings Limited（神州數碼控股有限公司* ）（「本公司」, 連同 其附屬公司統稱「本集團」）的自願性公告。 本公司董事會（「董事會」）欣然通知本公司股東（「股東」）及潛在投資者，當前 本集團正以供應鏈場景為核心戰略立足點，深度依託大數據與 AI 技術構建業務賦能體 系，並積極踐行「客戶 + 生態」雙輪驅動戰略。在這一戰略指引下，2025 年內本集團 已成功與 12 家核心客戶及生態夥伴達成戰略共識並簽署戰略合作協議，持續夯實供應 鏈領域生態佈局。與此同時，本集團聚焦 「Data x AI 」戰略升維，將高質量數據作為 核心生產要素，以 AI 技術為驅動引擎，持續推動供應鏈領域的技術融合與業務創新， 實現供應鏈運營全鏈路的智能化升級。 基於上述戰略佈局與業務基礎，本公司旗下智慧供應鏈子公司北京科捷物流有限 ...

Core Insights - The report by Future Asset Global Investment (Hong Kong) highlights the strong growth potential of the Global X China Robotics and AI ETF (02807), focusing on humanoid robots and Robotaxi as key AI application areas benefiting from orders, financing, and policy support [1][2] Group 1: Humanoid Robots - The commercialization of humanoid robots in China is accelerating, with major companies like ZhiYuan, YuShu, and UBTECH announcing multi-million dollar orders, including UBTECH's record order of 250 million yuan in September [1] - Financing conditions for humanoid robots remain robust, with YuShu completing a Series C funding round at a valuation of 12 billion yuan and initiating an IPO process [2] - Major tech companies such as Alibaba and JD.com are investing in the humanoid robot sector, further supporting its growth [2] Group 2: Policy Support - Humanoid robots have been designated as a strategically important industry by the central government, with local governments like Beijing and Zhejiang setting targets to deploy 10,000 to 20,000 humanoid robots by 2027, offering subsidies of up to 30% of robot prices [2] Group 3: Robotaxi - The commercialization of Robotaxi is accelerating, with China leading globally and operating a fleet of over 2,000 vehicles, including approximately 1,000 from Baidu's Apollo Go [2] - The unit profitability of Robotaxi is improving, with expected increases in daily order volume and average order price, while costs related to remote assistance and hardware are projected to decline [2] Group 4: ETF Composition - The Global X China Robotics and AI ETF invests in leading Chinese robotics and AI companies, with 40% of its components involved in the humanoid robot supply chain, covering areas from AI brains (Baidu, iFlytek) to robot components (Inovance, Shuanghuan, Zhaowei) and integrators (UBTECH) [2] - The ETF also strategically includes core companies in the Robotaxi sector, such as Horizon Robotics, Pony AI, and WeRide, to capture the wave of AI applications in China [2]

Group 1 - The report highlights that the Global X China Robotics and Artificial Intelligence ETF (02807) focuses on leading Chinese companies in the robotics and AI sectors, particularly benefiting from the commercialization of humanoid robots and Robotaxi applications [1][2] - The commercialization of humanoid robots in China is accelerating, with major companies like UBTECH Robotics announcing significant orders, including a record order of 250 million yuan in September [1][2] - The financing environment for humanoid robots remains robust, with companies like Yushun Technology completing a Series C funding round at a valuation of 12 billion yuan, and major tech firms like Alibaba and JD.com investing in the humanoid robotics sector [1][2] Group 2 - Policy support is a crucial driver for the humanoid robotics industry, with the central government designating it as a strategically important sector, and local governments setting ambitious deployment targets for humanoid robots by 2027 [2] - The Robotaxi sector is experiencing accelerated commercialization, with China leading globally and operating a fleet of over 2,000 vehicles, including around 1,000 from Baidu's Apollo Go [2] - The Global X China Robotics and Artificial Intelligence ETF invests in leading companies across the humanoid robot supply chain, with 40% of its holdings involved in this sector, while also strategically positioning itself in core Robotaxi companies [2]

Core Insights - The Chinese embodied intelligence robot market is rapidly growing, with the market size for solutions expected to reach 28.7 billion yuan in 2024, accounting for 35% of the global market [1][6] - The increasing demand for elderly care due to population aging is anticipated to drive further growth in the industry [1][6] Overview - Embodied intelligence robots are defined as intelligent systems with a physical form that can interact with their environment in real-time, integrating perception, cognition, decision-making, and action [2][4] - These robots combine various disciplines, including artificial intelligence, robotics, and sensor technology, and can be categorized into humanoid, wheeled, tracked, quadruped, and bionic robots [2][4] Development History - The concept of embodied intelligence dates back to Turing's 1950 paper, but significant breakthroughs were not achieved until the 2010s with the rise of deep learning technologies [4] - The first mention of "embodied intelligence" in the Chinese government work report occurred in 2025, marking it as a key future industry alongside biomanufacturing and 6G [4][6] Industry Chain - The upstream of the embodied intelligence robot industry includes components such as chips, sensors, controllers, and energy management systems [5] - The midstream involves research and manufacturing, while the downstream encompasses applications in various sectors, including industrial manufacturing, healthcare, and public safety [5] Market Policies - The Chinese government has issued multiple policies to support the development of the robotics industry, including initiatives to promote innovation and equipment upgrades [5][6] Current Market Status - The embodied intelligence robot market in China is experiencing rapid growth, with significant government support and a projected market size of 28.7 billion yuan in 2024 [1][6] Competitive Landscape - The market is highly fragmented, with numerous companies competing, including major players like Zhiyuan Robotics, UBTECH, and Fourier Technology [7][8] - Zhiyuan Robotics, founded in 2023, focuses on AI and robotics integration and has achieved significant milestones in mass production [8] - UBTECH, established in 2012, is a leader in humanoid robots and has reported revenues of 622 million yuan in the first half of 2025 [9] Future Trends - Future developments in embodied intelligence will involve closer integration with advanced technologies, enhancing perception and decision-making capabilities [10][11] - The application of embodied intelligence robots is expected to expand across various industries, driving overall smart upgrades [10][11]