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 极智嘉-W (6.6%), 云迹 (5.79%), 蓝思科技 (3.35%), and 优必选 (2.7%) [1] - According to an Omdia report, the global annual installation of humanoid robots is expected to add approximately 16,000 units in 2025, with 智元 leading the market, followed by 宇树科技 and 优必选 [1] - Omdia forecasts exponential growth in the humanoid robot market over the next decade, predicting that global shipments could 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 宇树 and 智元, are poised 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]

人民财讯1月12日电，1月9日，深圳职业技术大学(简称"深职大")与深圳市优必选科技股份有限公司(简 称"优必选")签订合作协议，携手共建全国职业本科院校首家具身智能产业学院，深化具身智能与人形 机器人领域产教融合，助力高端技术技能人才培养。 ...

Core Insights - The humanoid robot market is expected to enter a rapid growth phase, with global shipments projected to reach 13,318 units in 2025, up from 2,300 units in 2024 [1][2] - Chinese manufacturers are leading in both production scale and shipment volume, with ZhiYuan accounting for over 5,100 units and a 39% market share, making it the global leader [1][4] Market Overview - The report by Omdia indicates that ZhiYuan, Unitree, and UBTECH will be the top three vendors in 2025, with shipments of 5,168 units, 4,200 units, and 1,000 units respectively, capturing 39%, 32%, and 7% of the market share [2][4] - The total shipment volume for humanoid robots is expected to grow significantly, with a forecast of 260 million units by 2035 [6] Competitive Landscape - The competitive landscape is categorized into tiers, with ZhiYuan, Figure AI, Tesla, UBTECH, and Unitree in the first tier, while Agility Robotics, Apptronik, Fourier, and Leju Robotics are in the second tier [6] - The integration of generative AI with robotics is driving the evolution towards "general embodied intelligence," enhancing robots' capabilities for autonomous learning and environmental adaptation [6] Production and Deployment - Companies are ramping up production capabilities, with ZhiYuan's sales revenue exceeding 1 billion yuan in 2025, significantly higher than the previous year's figures [2][4] - Upcoming production facilities include a global manufacturing center by Zhongqing Robotics in Zhengzhou and a super smart factory by UBTECH in Liuzhou, expected to produce 10,000 humanoid robots by 2026 [6][7] Future Outlook - 2026 is anticipated to be a pivotal year for the humanoid robot industry, with a clear differentiation among startups based on technological breakthroughs and industrial capabilities [6][7] - The deployment scale of robots is crucial for their competitiveness, as more deployments lead to better data for training models [8]

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 记者丨李益文 编辑丨叶映橙 1月9日，锋龙股份（002931.SZ）延续狂热走势，以一字涨停开盘，股价报51.06元/股，封板资金达35.6亿元。 这已是该股自2025年12月17日以来的第11个涨停板，且为12月25日复牌后的连续第10个一字涨停，该连板数已超越 2025年"牛股之王"上纬新材（688585.SH）的10连板纪录，成为当下市场最耀眼的机器人概念股。 | < ロ | | 锋龙股份(002931) | | | | | --- | --- | --- | --- | --- | --- | | | | 交易中 01-09 11:29:03 | | | | | 51.06 | | 额 3021万 股本 2.19亿 市盈 " | | 448 | 力得 盘口 | | 4.64 10.00% | | 换 0.29% 市值 112亿 市净" | | 11.74 | | | 分时 五日 | 目K | 周K | 月K | 更多 ( | | | 暨加 | | | 均价:51.06 | 盘口 | 资金 | | 51.06 | | | 10.0 ...

记者丨李益文 编辑丨叶映橙 1月9日，锋龙股份（002931.SZ）延续狂热走势，以一字涨停开盘，股价报51.06元/股，封板资金达35.6亿 元。 这已是该股自2025年12月17日以来的第11个涨停板，且为12月25日复牌后的连续第10个一字涨停， 该连板 数已超越2025年"牛股之王"上纬新材（688585.SH）的10连板纪录，成为当下市场最耀眼的机器人概念股。 | ( 日 | 锋龙股份(002931) | | | | --- | --- | --- | --- | | | 交易中 01-09 11:29:03 | | | | 51.06 | 额 3021万 股本 2.19亿 市盈 "" | 448 | 万得 盘口 | | 4.64 | 换 0.29% 市值 112亿 市净" 10.00% | 11.74 | | | 分时 | 五日 нк 周K 月K | | 申名 ( | | 量加 | 均价:51.06 盘口 | | 资金 | | 51.06 | 10.00% 卖五 | | | | | 卖四 | | | | | हैं – | | | | | 定 | | | | 46.42 | 0.00% 卖一 | ...

Group 1 - The core point of the article is the establishment of a new company, UBTECH (Huanggang) Intelligent Technology Co., Ltd., with a registered capital of 20 million yuan [1] - The company's business scope includes manufacturing industrial robots, service consumer robots, internet data services, software development, research and development of intelligent robots, and artificial intelligence application software development [1] - The company is wholly owned by Shenzhen UBTECH Technology Co., Ltd. [1]

当一家名不见经传的A股小公司，被炙手可热的机器人新贵收购，会发生什么？ 答案是：股价连续八个交易日涨停，涨幅累计超100%，市值轻松突破83亿元。 2025年末，人形机器人龙头优必选宣布控股上市公司锋龙股份，旋即点燃市场。这并非孤例，智元机器 人收购上纬新材60%以上股份、追觅科技创始人入主嘉美包装、七腾机器人拿下胜通能源……硬科技独 角兽纷纷入场，掀起一场瞄准A股"小公司"的收购潮。 然而，热潮之中，也有冷流。近期，人形机器人领军者宇树科技被报道，上市进程"遇冷"，绿色通道被 叫停，常规上市流程仍在继续。宇树科技随后对媒体表示，报道与事实不符合，公司未涉及申请"绿色 通道"相关事宜。不过，这也为本轮机器人、硬科技火热的资本操作蒙上一层审视的阴影。 一边是通过收购，曲线"入场"，带来被收购公司的股价狂欢；另一边是冲刺IPO，噪声变多。资本动向 背后，硬科技新贵们究竟在谋划什么？ 尤其是这轮围绕A股公司的收购，是目的明确的借/囤壳，还是产业链竞争下的战略必需，抑或是出于投 融资考虑？ 相似的收购，相异的境遇 这一波硬科技独角兽主导的A股收购，从手法上看呈现出高度一致性：目标都是市值小、负债低，无重 大诉讼的A股 ...

Group 1 - The core point of the article is the establishment of a new company, UBTECH (Huanggang) Intelligent Technology Co., Ltd., which is fully owned by UBTECH Robotics (09880.HK) [1] - The new company has a registered capital of 20 million yuan and its business scope includes manufacturing industrial robots, service consumer robots, toy manufacturing, internet data services, software development, and research and development of intelligent robots [1]

长江商报消息 ●长江商报记者 汪静 人形机器人，无疑是2025年资本市场最火热的名词。 2025年12月末，优必选柳州工厂内，第1000台工业人形机器人Walker S2正式下线。站在机器人方阵前 的周剑，看着眼前这一具具的"钢铁工人"，眼中映出的或许还有2008年那个孤注一掷的自己——放弃高 薪，拿出全部积蓄投身人形机器人这一前景未卜的领域。 经历过痛苦和低谷，技术突破带来了商业化的曙光，周剑成功了。如今，优必选（09880.HK）已是660 亿港元市值的人形机器人龙头。 最近，优必选拟控股A股公司锋龙股份的动作牵动市场神经。尽管优必选称，未来三年内不借壳，但控 股锋龙股份后，优必选将完善产业链布局，估值空间有望进一步打开。 据了解，目前，Walker S系列已成为全球进入最多车厂实训的工业人形机器人。2025年，优必选工业人 形机器人产能已突破1000台，交付量超过500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。优必选计划在2026年将年产能提升至万台规模。 进入A股市场，周剑和优必选的下一步动作会是什么？ 从春晚明星到工业实干家 周剑是一个典型的"理工宅男" ...

天眼查工商信息显示，近日，优必选(黄冈)智能科技有限公司成立，法定代表人为王琳，注册资本2000 万人民币，经营范围含工业机器人制造、服务消费机器人制造、互联网数据服务、软件开发、智能机器 人的研发、人工智能应用软件开发、人工智能基础软件开发、人工智能公共服务平台技术咨询服务等。 股东信息显示，该公司由深圳市优必选科技股份有限公司全资持股。 ...