Group 1: Core Insights - The company, UBTECH, has completed its fifth post-listing share placement, raising a total of HKD 24.1 billion (approximately USD 3.15 billion), marking the largest share placement in the humanoid robot sector in capital market history [1][2] - Morgan Stanley has initiated coverage on UBTECH, rating it as "overweight" with a target price of HKD 135, highlighting its strong customer base and leadership position in the humanoid robot industry [1][2] - UBTECH has set a record for the largest single order in the humanoid robot field and launched the Walker S2, an industrial humanoid robot capable of all-weather operations [1][2] Group 2: Capital Infusion - The funds raised from the share placement will be used for enhancing humanoid robot production capacity, purchasing raw materials for order fulfillment, expanding production for other robotic products, and investing in upstream and downstream supply chain mergers and acquisitions [2] - Following the capital infusion, UBTECH's humanoid robot production capacity is expected to exceed 10,000 units annually, including the Walker S2 [2] Group 3: Technological Advancements - UBTECH's VP emphasized the importance of addressing real-world pain points in industrial settings, utilizing extensive data gathered from training in factories to refine their robots for high-frequency tasks [3][4] - The company has introduced a pioneering hot-swappable autonomous battery replacement system, which addresses the critical issue of operational endurance for humanoid robots [4] - UBTECH is also advancing the intelligent capabilities of its humanoid robots to meet the functional demands of industrial production lines, focusing on both individual and collaborative task execution [4][5] Group 4: Order Acquisition and Market Position - In 2025, UBTECH anticipates a significant increase in mass production and commercialization, with numerous large orders already secured this year, including a record order worth CNY 90.51 million [6] - The company has signed contracts for the procurement of industrial humanoid robots Walker S1 and commercial version Walker C, marking a global first for small-batch humanoid robot procurement in manufacturing settings [6] - UBTECH expects to deliver over 300 units of its humanoid robot for educational and research purposes this year, with optimistic projections of thousands of units delivered by 2026 and potentially reaching tens of thousands by 2027 [6]

每经AI快讯，7月31日，香港交易所信息显示，深圳市进化论投资合伙企业（有限合伙）在优必选H股 的持股比例于07月28日从6.27%降至5.79%。 ...

Core Viewpoint - The company, UBTECH, has successfully completed a significant stock placement, raising a total of $315 million, which is the largest stock placement financing for a humanoid robot company in the capital market to date [1] Group 1: Fundraising Details - UBTECH announced the completion of a placement of 30.15545 million shares [1] - The total amount raised in this placement exceeds the sum of the previous four placements [1] - The funds raised will support the upcoming large-scale delivery and rapid expansion of production capacity for humanoid robots [1] Group 2: Market Reception - The placement attracted subscriptions from notable sovereign wealth funds, important industrial capital, long-term funds, and multi-strategy funds [1] - Morgan Stanley upgraded UBTECH's H-share rating to "Overweight" with a target price of HKD 135 [1]

Core Viewpoint - UBTECH Robotics completed a placement of 30.15545 million shares, raising a total of HKD 2.41 billion (approximately USD 315 million), marking the largest stock placement financing in the history of humanoid robot listed companies [1] Group 1: Fundraising Details - The funds raised will be used to pay suppliers and service providers, with over HKD 1 billion allocated for this purpose [1] - This placement raised more funds than the total of the previous four placements combined [1] Group 2: Market Reception - The placement attracted significant interest from national sovereign funds, key industry capital, long-term funds, and multi-strategy funds [1] - Morgan Stanley upgraded UBTECH's H-share rating to "Overweight," setting a target price of HKD 135 [1] Group 3: Future Implications - The funds are expected to provide strong financial support for the rapid expansion of humanoid robot delivery and production capacity [1]

Core Viewpoint - Morgan Stanley initiated coverage on UBTECH Robotics, the first humanoid robot stock, with an "Overweight" rating and a target price of HKD 135, highlighting its strong customer base and leading position in the rapidly growing humanoid robot industry [1] Group 1: Company Overview - UBTECH has established a solid customer foundation, including major companies like BYD, Foxconn, Geely, Dongfeng Liuzhou, and BAIC New Energy, which has led to a significant number of confirmed orders [1] - The company has received attention from multiple domestic and international brokerages, including Citigroup, Daiwa, and others, since its listing [2] Group 2: Financial Projections - The humanoid robot business is projected to achieve a compound annual growth rate (CAGR) of 260% from 2025 to 2027, with expectations that it will account for 60% of the company's revenue by 2027, leading to an estimated annual revenue of approximately HKD 5 billion and breakeven [2] Group 3: Capital Raising and Market Response - UBTECH completed a placement of 30.155 million shares, raising a total of HKD 2.41 billion (approximately USD 315 million), which is the largest placement in the humanoid robot sector to date [3] - The funds raised will primarily be used to pay suppliers and service providers, providing strong financial support for the upcoming scale delivery and rapid capacity expansion [3] Group 4: Market Developments - The humanoid robot application is accelerating, with UBTECH winning significant orders, including a procurement project worth approximately HKD 90.51 million, marking the largest order in the global humanoid robot sector [4] - UBTECH plans to deliver 500 industrial humanoid robots this year and has already received over 100 orders for its educational robot, expecting to deliver more than 300 units [4] Group 5: Technological Advancements - UBTECH has launched the Walker S2, a full-size industrial humanoid robot, featuring the BrainNet 2.0 technology and the Co-Agent system, enabling autonomous operation and collaborative capabilities [5] - The Walker S2 is designed for 24/7 operation with a unique hot-swappable battery system, positioning it as a key innovation for the commercialization of humanoid robots [5] - The humanoid robot industry is entering a growth phase, with commercial application levels being crucial for competitive advantage [5]

Core Viewpoint - UBTECH Robotics has successfully completed a placement of 30.155 million shares, raising a total of HKD 2.41 billion (approximately USD 315 million), marking the largest stock placement financing in the history of humanoid robot listed companies [1] Group 1: Fundraising Details - The funds raised will be used to pay suppliers and service providers, with over HKD 1 billion allocated for this purpose [1] - This placement's total amount exceeds the combined total of the previous four placements [1] Group 2: Market Reception - The placement attracted significant interest from national sovereign funds, major industrial capital, long-term funds, and multi-strategy funds [1] - Morgan Stanley upgraded UBTECH's H-share rating to "Overweight," setting a target price of HKD 135 [1] Group 3: Future Implications - The funds raised are expected to provide strong financial support for the rapid expansion of humanoid robot deliveries and production capacity [1]

相关事件 大行评级丨小摩：优必选具龙头领先地位，首予增持 优必选(09880.HK)完成配售3015.5万股新H股 摩根大通发表报告，优必选(9880.HK)在行业具领先地位，加上受惠政策扶持，故首予"增持"评级。 报 告指出，优必选拥有大量知名客户，包括比亚迪、吉利系的极氪、北京汽车等，加上总部位于深圳，集 团与比亚迪关系亦密切，加上身处机器人先进行业，未来有望获地方及中央政府政策支持。 该行又 指，人形机器人为颠覆性行业，行业未来10年潜在发展规模庞大，优必选在行业具领先地位，前景值得 看好。 因此，摩通首予优必选"增持"评级，目标价135港元，折合预期2027年11倍市销率。 ...

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 深圳市優必選科技股份有限公司 呈交日期： 2025年7月29日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 H | | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 09880 | 說明 | | | | | | A. 已發行股份或庫存股份變動 | | 已發行股份（不包括庫存股份）變動 | | 庫存股份變動 | | | | 事件 | | | 佔有關事件前的現有已發 | | 每股發行/出售價 (註4) | 已發行股份總數 | | | | 已發行股份 ...

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。 本 公 告 僅 供 參 考，並 不 構 成 收 購、購 買 或 認 購 證 券 的 邀 請 或 要 約，亦 非 邀 請 訂 立 協 議 進 行 收 購、購 買 或 認 購，且 不 可 視 為 邀 請 提 出 收 購、購 買 或 認 購 任 何 證 券 的 要 約。 本 公 告 不 會 直 接 或 間 接 於 或 向 美 國 派 發。本 公 告 不 構 成 亦 不 屬 於 在 美 國 境內或有關要約屬違法的任何其他司法管轄區出售證券的任何要約或 招 攬 購 買 或 認 購 證 券 的 一 部 分。本 公 告 所 述 證 券 並 無 亦 不 會 根 據 經 不 時 修訂的1933年 美 國 證 券 法 或 美 國 任 何 州 的 證 券 法 登 記，且 不 得 於 美 國 境 內 提 呈 發 售 或 出 售，除 非 已 登 記 或 符 合 ...

智通财经7月28日电，摩根大通将优必选H股评级上调至"增持" ，目标价为135港元。 ...