优必选(09880)涨超5%，截至发稿，涨5.41%，报140.4港元，成交额3.69亿港元。 消息面上，1月18日，优必选宣布，日前，欧洲航空巨头空中客车公司与公司签署人形机器人服务协 议。空中客车已采购优必选最新款工业版人形机器人Walker S2用于其制造工厂，未来双方将共同拓展 人形机器人在航空制造场景的应用落地。本次与空中客车达成合作，意味着优必选继去年与美国半导体 巨头德州仪器形成战略合作后，已逐步将人形机器人在中国工业场景的应用进一步拓展至全球航空制 造、汽车制造、3C电子制造、智慧物流、半导体制造5大场景。 值得关注的是，2025年，优必选人形机器人订单总金额超14亿元领衔全球。2026年，优必选工业人形机 器人的产能将达到万台规模。除中国本土市场外，优必选也开始逐步将人形机器人拓展至欧美等海外制 造市场。 ...

Core Viewpoint - UBTECH (09880) shares rose over 5%, currently up 5.41% at HKD 140.4, with a trading volume of HKD 369 million, following the announcement of a humanoid robot service agreement with Airbus [1] Group 1: Partnership and Expansion - On January 18, UBTECH announced a partnership with Airbus, which has purchased the latest industrial humanoid robot, Walker S2, for its manufacturing facility [1] - This collaboration signifies UBTECH's expansion of humanoid robot applications from the Chinese industrial sector to global markets, including aerospace manufacturing, automotive manufacturing, 3C electronics manufacturing, smart logistics, and semiconductor manufacturing [1] Group 2: Future Projections - By 2025, UBTECH's total order value for humanoid robots is expected to exceed RMB 1.4 billion, leading the global market [1] - In 2026, UBTECH's production capacity for industrial humanoid robots is projected to reach a scale of 10,000 units [1] - Besides the domestic market in China, UBTECH is gradually expanding its humanoid robot offerings to overseas manufacturing markets in Europe and the United States [1]

Group 1 - The EU is considering imposing tariffs on US goods worth €93 billion in response to US tariffs on eight European countries related to Greenland [6] - The explosion at Baotou Steel Rare Earth Steel Plate Factory in Inner Mongolia resulted in 2 deaths and 78 injuries, with ongoing rescue efforts [11] - Container sales for Hainan Free Trade Port reached ¥4.86 billion in the first month, a 46.8% increase year-on-year, with 745,000 shoppers participating [5] Group 2 - Container sales for Hainan Free Trade Port reached ¥4.86 billion in the first month, a 46.8% increase year-on-year, with 745,000 shoppers participating [5] - China's trade with Central Asian countries exceeded $100 billion for the first time, with a total trade value of $106.3 billion, marking a 12% year-on-year increase [5] - The National Disaster Reduction Committee initiated a Level 4 emergency response for low-temperature rain and snow disasters in four provinces [5] Group 3 - Guizhou Moutai warned against fraudulent promotions related to its products, clarifying that it has not authorized any third parties for such promotions [9] - Rongbai Technology is under investigation by the China Securities Regulatory Commission for misleading statements regarding a procurement agreement worth over ¥120 billion [10] - Xibei's chairman addressed consumer concerns about the pricing of frozen broccoli, stating it is 80% to 120% higher than regular market prices due to its premium quality [12]

2026年1月19日 星期一 海南自贸港封关首月离岛免税销售金额达48.6亿元 1月18日，海南自由贸易港封关运作满月。据海口海关统计，自2025年12月18日至2026年1月17日，海口海关共监管离岛免税购物金额48.6亿元，同比增长 46.8%；购物人数74.5万人次，同比增长30.2%；购物件数349.4万件，同比增长14.6%。消费者购物热情高涨，充分展现出离岛免税市场的澎湃活力。（新 华社） 2 中国与中亚国家货物贸易额首破千亿美元 记者1月18日从商务部获悉，中国与中亚国家货物贸易规模再创新高，进出口总值历史上首次突破1000亿美元大关，连续5年保持正增长。中国首次跃居中亚 各国第一大贸易伙伴，中亚占中国外贸的比重进一步上升。商务部欧亚司负责人介绍，2025年，在元首外交战略引领下，中国与中亚国家经贸合作取得长足 发展。据中国海关统计，全年货物贸易进出口达到1063亿美元，同比增长12%，增速较上年提高6个百分点。（新华社） 1 封关"满月" 海南自贸港新增备案外贸企业超5000家 2026年1月18日，海南自由贸易港封关运作迎来"满月"。记者当天从海关总署获悉，受自贸港封关利好和开放磁吸效应影响 ...

Core Viewpoint - Company UBTECH Robotics has signed a humanoid robot service agreement with Airbus, marking a significant step in expanding the application of humanoid robots in the global aviation manufacturing sector [1] Group 1: Partnership and Collaborations - UBTECH has entered into a service agreement with Airbus, which includes the procurement of the latest industrial humanoid robot Walker S2 for Airbus's manufacturing facilities [1] - The company has also signed a framework cooperation agreement with the National Robot Testing and Certification Center (Guangzhou) to enhance the quality and certification of humanoid robots and their core components [2] Group 2: Market Expansion and Projections - Following a strategic partnership with Texas Instruments, UBTECH is expanding its humanoid robot applications from the Chinese industrial scene to global markets, including aviation, automotive, 3C electronics, smart logistics, and semiconductor manufacturing [1] - The company projects that by 2025, the total order value for its humanoid robots will exceed 1.4 billion yuan, leading the global market [1] - By 2026, UBTECH aims to achieve a production capacity of 10,000 units of industrial humanoid robots, including related services, while also expanding into overseas manufacturing markets [1] Group 3: Standardization Efforts - UBTECH is actively involved in the Ministry of Industry and Information Technology's standardization committee for humanoid robots and embodied intelligence, with key executives holding leadership positions [3] - The company has led the development of national technical standards for humanoid robot operations, positioning itself as a key player in the standardization of over 40 standards in the fields of intelligent robotics and artificial intelligence [3]

公告中还称，公司股票价格已严重脱离公司基本面情况，存在市场情绪过热、非理性炒作风险。公司股票自2025年12月25日至2026年1月13日已连续12个 交易日涨停，价格涨幅为213.97%，期间多次触及股票交易异常波动情形，公司股票短期内价格涨幅较大，已明显偏离市场走势，未来可能存在股价快速 下跌的风险。如未来公司股票价格进一步异常上涨，公司可能再次向深圳证券交易所申请停牌核查。 1月18日，锋龙股份（002931）(002931.SZ)公告称，公司股票自2026年1月19日开市起复牌。 停牌期间，公司就股票交易波动情况进行了核查。目前，相关核查工作已完成。 截至目前，公司主营业务仍为园林机械零部件、汽车零部件和液压零部件的研发、生产和销售，未发生重大变化。未来36个月内，深圳市优必选科技股份 有限公司(以下简称"优必选")不存在通过上市公司重组上市的计划或安排；未来12个月内，优必选不存在资产重组计划。截至目前，优必选不存在资产注 入计划。 交易行情显示，2025年12月17日—2026年1月13日，锋龙股份接连斩获13个涨停板，区间累计涨幅245.39%。截至1月13日收盘，公司股价收于涨停价61.79 ...

Core Viewpoint - The stock of Fenglong Co., Ltd. (002931.SZ) will resume trading on January 19, 2026, after a suspension due to significant price fluctuations and irrational market speculation [1][4]. Group 1: Company Overview - Fenglong Co., Ltd. primarily engages in the research, production, and sales of garden machinery parts, automotive parts, and hydraulic components, with no significant changes reported in its main business [1]. - The company has been experiencing a dramatic stock price increase, with a cumulative rise of 245.39% from December 17, 2025, to January 13, 2026, reaching a closing price of 61.79 yuan per share and a total market capitalization of 13.5 billion yuan [2]. Group 2: Acquisition and Market Dynamics - The surge in Fenglong's stock price is linked to its acquisition by UBTECH Robotics, which plans to acquire 43% of Fenglong's shares for 1.665 billion yuan through a combination of agreement transfer and tender offer [4][5]. - UBTECH's commercial progress, including nearly 1.4 billion yuan in orders for humanoid robots in 2025 and the production of its Walker S2 model, is expected to enhance Fenglong's manufacturing capabilities and accelerate the development and commercialization of humanoid robots [5]. Group 3: Market Risks - The company has acknowledged that its stock price has significantly deviated from its fundamental value, indicating potential risks of market overheating and irrational speculation [1]. - The stock experienced 12 consecutive trading days of price increases, with a total increase of 213.97% from December 25, 2025, to January 13, 2026, raising concerns about a possible rapid price decline if the stock continues to rise abnormally [1].

Core Insights - Airbus has signed a humanoid robot service agreement with UBTECH, marking a significant collaboration in the aerospace manufacturing sector [1] - This partnership follows UBTECH's strategic collaboration with Texas Instruments, expanding the application of humanoid robots from China to global markets including aerospace, automotive, 3C electronics, smart logistics, and semiconductor manufacturing [1] Summary by Categories Company Developments - UBTECH has procured the latest industrial humanoid robot, Walker S2, for Airbus's manufacturing facility [1] - The total order value for UBTECH's humanoid robots is expected to exceed 1.4 billion yuan by 2025, leading the global market [1] Industry Trends - By 2026, UBTECH's production capacity for industrial humanoid robots is projected to reach a scale of 10,000 units [1] - The company is expanding its humanoid robot applications beyond the Chinese market into Europe and North America [1] Technological Advancements - UBTECH aims to foster an industrial ecosystem by collaborating with more partners to enhance application scenarios and accelerate the iteration and upgrade of new technologies and products in real-world applications [1]

Group 1: Robotics Sector - The robotics concept stocks experienced a broad increase, with notable gains from companies like XAG (02590) up 5.93%, Yunji (02670) up 5.10%, and Blues Technology (06613) up 4.82%. According to an Omdia report, the global annual installation of humanoid robots is expected to add approximately 16,000 units by 2025, with Zhiyuan Robotics leading the market in installations [1][2] - Tianyue Advanced (02631) surged over 15.8% as a report from Zheshang Securities highlighted its active expansion into silicon carbide applications in emerging fields, indicating long-term growth potential [1] - WeRide (00800) rose over 3.4% as it announced that its global Robotaxi fleet will reach 1,000 vehicles by January 12, 2026, with successful commercial operations in cities like Guangzhou, Beijing, and Abu Dhabi [1] - Cao Cao Mobility (02643) increased nearly 8% following its announcement of two strategic acquisitions, including a full acquisition of Weixing Technology and plans to acquire Geely Business Travel [1] Group 2: Energy and Materials Sector - Oil and gas stocks saw significant declines, with Shandong Molong (00568) dropping over 8.1% due to a sharp decrease in international oil prices, with Brent crude futures falling by $2.76 or 4.15% to $63.76 per barrel [2] - Innovation Industry (02788) rose nearly 8% as aluminum prices have surged significantly since 2026, with Huatai Securities indicating that the overall supply-demand tightness will continue, supporting a long-term profit increase in the aluminum sector [2] Group 3: Aerospace and Technology Sector - The commercial aerospace sector showed signs of recovery, with companies like Asia Pacific Satellite (01045) and JunDa Co. (02865) both rising by 5.02%. This follows Elon Musk's announcement that SpaceX aims to increase Starship launch frequency to over once per hour within three years [2] - Weichai Power (02338) increased over 4.9% as it announced advancements in solid-state battery research and strong demand for its power generation products [3] - Zhaoyi Innovation (03986) rose over 6.2% as a Counterpoint Research report indicated that the memory market has entered a "super bull market," surpassing historical highs from 2018 [4] Group 4: US Market Highlights - Nuclear power stocks strengthened, with Talen Energy (TLN.US) up 11.8% and Vistra Energy (VST.US) up 6.63%, following news of a new bipartisan bill proposing a $2.5 billion Strategic Resilience Reserve to secure key minerals domestically [5] - Morgan Stanley (MS.US) rose 5.78% after reporting Q4 revenue growth of 10% to $17.89 billion, exceeding market expectations [5] - The weight loss drug sector faced pressure, with Eli Lilly (LLY.US) down 3.76% as its weight loss drug was placed under FDA review, delaying a decision until April 2026 [6] - Dell Technologies (DELL.US) increased by 0.82% as Omdia reported a significant recovery in the global PC market, with a projected 9.2% increase in total shipments for 2025 [8]

Group 1 - The core viewpoint of the article highlights a significant rise in robot concept stocks, with notable increases in share prices for companies such as Geek+, Cloudwalk, Lens Technology, and UBTECH [1] - According to an Omdia report, the global annual installation of humanoid robots is expected to add approximately 16,000 units by 2025, with Zhiyuan Robotics leading the market, followed by Yushu Technology and UBTECH [1] - Omdia predicts exponential growth in the humanoid robot market over the next decade, with global shipments projected to reach 2.6 million units by 2035 [1] Group 2 - Guotai Junan Securities released a research report indicating that both international giants like Tesla, Figure, and Boston Dynamics, as well as domestic leaders such as Yushu and Zhiyuan, are expected to achieve breakthroughs in core areas like perception, decision-making, and execution [1] - The report emphasizes the potential for these companies to seize a first-mover advantage in the robot industry during what is referred to as the "ChatGPT moment," facilitating the transition of humanoid robots from laboratory settings to large-scale commercial applications [1]