此外，双方利用各自优势，还达成多项产业战略合作内容：Infini Capital计划在合适时机增持优必选股 票，目标成为优必选不超过5%持股比例的重要股东；双方联手投资人形机器人上下游产业链，协助优 必选打造生态圈；Infini Capital充分利用之前所投人工智能和机器人产业链企业，协助优必选打造功能 更强、成本更低的人形机器人；同时，协助优必选开拓中东市场，成立中东合资公司，计划在中东建立 超级工厂和研发中心以及中东总部，共同推动中国人形机器人走向世界。 格隆汇8月31日｜日前，优必选与国际知名投资机构Infini Capital正式签署10亿美金战略伙伴合作协议。 双方合作将围绕资金支持和产业协同两方面展开。根据合作协议，Infini Capital旗下高新技术基金为优 必选提供一笔总额为10亿美金的战略融资授信额度，融资方式包括参与配售、认购可转债、授予现金提 款权等。尤其是授予优必选在有需要时，给予优必选10亿美金现金提款权的快速融资通道，将大大提升 优必选的重大产业布局能力。 ...

8月31日，智通财经记者获悉，日前，优必选与Infini Capital（无极资本）正式达成合作。根据合作协 议，Infini Capital承诺为优必选提供一笔总额为10亿美元的战略融资授信额度，融资方式将包括认购增 发股份、可转债，以及授予优必选10亿美元的提款权，给予优必选快速融资渠道。除战略融资外，双方 还就产业资本共享与业务合作达成了战略伙伴合作关系。 ...

根据合作协议，Infini Capital旗下高新技术基金将为优必选提供一笔总额为10亿美元的战略融资授信额 度，融资方式包括参与配售、认购可转债、授予现金提款权等。尤其是授予优必选在有需要时可使用的 10亿美元现金提款权这一快速融资通道。 每经记者｜杨卉 每经编辑｜张海妮 此外，双方还达成多项产业战略合作内容：Infini Capital计划在合适时机增持优必选股票，目标是成为 优必选不超过5%持股比例的重要股东；双方联手投资人形机器人上下游产业链，协助优必选打造生态 圈；Infini Capital充分利用之前所投人工智能和机器人产业链企业，协助优必选打造功能更强、成本更 低的人形机器人；协助优必选开拓中东市场，成立中东合资公司，计划在中东建立超级工厂和研发中心 以及中东总部，共同推动中国人形机器人走向世界。 8月31日，《每日经济新闻》记者从国内人形机器人上市公司优必选（09880.HK，股价95.700港元，市 值451.64亿港元）处获悉，该公司日前与国际投资机构Infini Capital正式签署10亿美元战略伙伴合作协 议，双方合作将围绕资金支持和产业协同两方面展开。 公开信息显示，Infini ...

Group 1 - The core viewpoint of the news is the strategic partnership agreement signed between UBTECH and Infini Capital, involving a total financing commitment of $1 billion to support UBTECH's industrial layout and technological development [1][2] - Infini Capital will provide a strategic financing credit line of $1 billion, which includes options for share placement, convertible bond subscription, and cash withdrawal rights, enhancing UBTECH's capacity for significant industrial investments [1] - The collaboration aims to leverage both parties' strengths to invest in the humanoid robot industry chain, assist UBTECH in building a robust ecosystem, and expand into the Middle Eastern market by establishing a joint venture and a super factory [1][2] Group 2 - Infini Capital has a diversified investment portfolio focusing on strategic emerging technologies, artificial intelligence, humanoid robots, and smart manufacturing, with significant investments in various high-tech companies [2] - The partnership signifies international confidence in China's humanoid robot industry, following previous investments from major sovereign wealth funds in UBTECH [2] - UBTECH has established collaborations with leading companies in various sectors, and its Walker S series industrial humanoid robots have been deployed in numerous factories globally, indicating its market leadership [2][3]

Core Viewpoint - UBTECH Robotics has signed a strategic partnership agreement with Infini Capital for a total financing credit line of $1 billion, significantly enhancing its industrial layout capabilities [1][4]. Group 1: Strategic Financing - Infini Capital will provide UBTECH with a total of $1 billion in strategic financing, which includes methods such as participation in placements, subscription to convertible bonds, and granting cash withdrawal rights [1]. - The cash withdrawal right will allow UBTECH to access $1 billion quickly when needed, improving its ability to make significant industrial investments [1]. Group 2: Strategic Collaborations - UBTECH has established partnerships with leading companies such as BYD, Dongfeng Liuzhou Motor, Geely, FAW-Volkswagen, Audi FAW, BAIC New Energy, SF Express, and Foxconn [6]. - The Walker S series industrial humanoid robots have entered the most factories for training globally, showcasing UBTECH's market penetration [6]. - The company won a procurement project worth 90.51 million yuan from Miyi (Shanghai) Automotive Technology Co., marking the largest procurement order for humanoid robots in the global market [6]. Group 3: Future Plans and Market Expansion - Infini Capital plans to increase its stake in UBTECH to become a significant shareholder with no more than 5% ownership [7]. - The partnership aims to invest in the upstream and downstream supply chain of humanoid robots, assisting UBTECH in building an ecosystem [7]. - Infini Capital will leverage its previous investments in AI and robotics to help UBTECH develop more powerful and cost-effective humanoid robots [7]. - The collaboration will also focus on expanding into the Middle East, establishing a joint venture, and planning to set up a super factory and R&D center in the region [7].

8月31日，优必选科技宣布，公司已与国际投资机构Infini Capital正式签署10亿美金战略伙伴合作协议。 根据合作协议，Infini Capital旗下高新技术基金为优必选提供一笔总额为10亿美金的战略融资授信额 度，融资方式包括参与配售、认购可转债、授予现金提款权等。双方还达成多项产业战略合作内容： Infini Capital计划在合适时机增持优必选股票，目标成为优必选不超过5%持股比例的重要股东；双方联 手投资人形机器人上下游产业链；同时协助优必选开拓中东市场，成立中东合资公司，计划在中东建立 超级工厂和研发中心以及中东总部。 ...

人民财讯8月31日电，近日，优必选与国际知名投资机构Infini Capital正式签署10亿美金战略伙伴合作协 议。双方合作将围绕资金支持和产业协同两方面展开。根据合作协议，Infini Capital旗下高新技术基金 为优必选提供一笔总额为10亿美金的战略融资授信额度，融资方式包括参与配售、认购可转债、授予现 金提款权等。尤其是授予优必选在有需要时，给予优必选10亿美金现金提款权的快速融资通道，将大大 提升优必选的重大产业布局能力。 转自：证券时报 ...

Core Insights - The company, UBTECH Robotics, reported a revenue of 621 million yuan for the first half of 2025, representing a year-on-year growth of 27.5% [1] - Gross profit reached 217 million yuan, with a year-on-year increase of 17.3%, resulting in an overall gross margin of 35% [1] - The net loss narrowed to 439 million yuan, a reduction of 17.2% compared to the previous year [1] Revenue Breakdown - Revenue from educational intelligent robots and solutions amounted to 240 million yuan, showing a year-on-year growth of 48.8% [1] - Revenue from consumer-grade robots and other hardware devices was 260 million yuan, reflecting a year-on-year increase of 49.8% [1] - Revenue from logistics intelligent robots and solutions decreased to 56 million yuan, down 5.7% year-on-year [1] - Revenue from other customized intelligent robots and solutions fell to 64 million yuan, a decline of 29.8% year-on-year, primarily due to a focus on developing new application scenarios [1] Future Outlook - The company has recently secured a major project for humanoid robots, valued at nearly 100 million yuan, and expects to deliver 500 industrial humanoid robots within the year [1]

Group 1 - The core viewpoint of the article is that UBTECH has shown significant growth in its mid-year performance report for 2025, with notable increases in revenue and profit margins [1] - In the first half of the year, UBTECH achieved a revenue of 621 million yuan, representing a year-on-year growth of 27.5% [1] - The gross profit for the same period was 217 million yuan, which is a year-on-year increase of 17.3% [1] Group 2 - Research and development expenses amounted to 218 million yuan, accounting for 35.1% of total revenue [1] - The company's artificial intelligence education business and consumer-grade robotics and other hardware segments both experienced nearly 50% year-on-year growth [1]

Group 1 - The core viewpoint of the articles highlights the significant growth and advancements of the company in the humanoid robotics sector, showcasing its financial performance and technological innovations [1][3][4] Group 2 - In the first half of 2025, the company achieved a revenue of 621 million yuan, representing a year-on-year growth of 27.5%, and a gross profit of 217 million yuan, with a year-on-year increase of 17.3% [1] - The company's R&D expenses reached 218 million yuan, accounting for 35.1% of its revenue, indicating a strong commitment to innovation [1] - The AI education and consumer robotics segments both experienced nearly 50% year-on-year growth during the reporting period [1] Group 3 - The company has made significant strides in humanoid robot deliveries, with plans to deliver 500 industrial humanoid robots by the end of 2025, following major contracts and procurement projects [3] - The company has developed the Co-Agent technology for humanoid robots, enabling autonomous operation and collaborative tasks, enhancing their capabilities in industrial applications [3][4] Group 4 - The company has achieved breakthroughs in key technologies such as high-performance servo drives, large model technology, and multimodal interaction technology, which are applied in the new generation of industrial humanoid robots, Walker S2 [4][6] - Walker S2 features a pioneering hot-swappable autonomous battery replacement system, allowing for continuous operation and redefining energy management in humanoid robots [6] Group 5 - The company has a robust patent portfolio with 2,790 authorized patents and has actively participated in the formulation of over 40 standards in the field of intelligent robotics and AI, including three national standards [6] - The company aims to accelerate the application of humanoid robots across various sectors, including industrial manufacturing, commercial services, research education, and home companionship, contributing to new industrialization [6]