UBTECH ROBOTICS CORP LTD 深 圳 市 優 必 選 科 技 股 份 有 限 公 司 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。 （於中華人民共和國註冊成立之股份有限公司） （股份代號：9880） 自願性公告 本公司首獲小批量工業製造場景 具身智能人形機器人採購合同 本 公告乃由深圳市優必選科技股份有限公司（「本公司」）自 願 作 出，旨 在 向 股 東 及 潛 在 投 資 者 提 供 本 公 司 業 務 發 展 的 最 新 資 料。 本 公 司 董 事 會（「董事會」）欣 然 宣 佈，本 公 司 前 期 進 入 多 家 知 名 汽 車 工 廠 開 展 具 身 智 能 人 形 機 器 人 實 訓 取 得 了 實 質 性 進 展，本 公 司 於2025年4月24 日 與 採 購 方 簽 訂 了 大 型 雙 足 仿 人 機 器 人 採 購 合 同，採 購 產 品 ...

Industry Overview - The Shenzhen robot industry is rapidly forming a cluster effect, with a significant number of enterprises showcasing their innovations at the first Robot Industry Chain Conference (FAIR plus 2025) [1] - The total output value of Shenzhen's robot industry chain is projected to exceed 201.2 billion yuan in 2024, marking a year-on-year growth of 39.64% with 14,534 new robot companies established [5] Key Companies and Products - Notable participants at the conference included leading firms such as UBTECH, Yujin Robot, and others, showcasing advanced products like humanoid robots and collaborative robots [2] - Tencent's "Xiao Wu" robot features a hybrid design with wheels and legs, designed for complex environments, particularly in elder care scenarios [3] - UBTECH's "Tian Gong Xing Zhe" humanoid robot is the first research-grade full-size humanoid robot priced below 300,000 yuan, capable of navigating various terrains [3] Technological Innovations - The conference highlighted advancements in sensory technology, such as the high-resolution "visual tactile sensor" developed by Daimeng Robotics, which can accurately capture three-dimensional force distributions [5] - Shenzhen's companies are also innovating in robotic arms and mobility systems, with products designed for diverse applications, including security inspections and industrial automation [6][7] Ecosystem and Supply Chain - Shenzhen has established a complete ecosystem for robot manufacturing, encompassing core components like tactile sensors, laser radars, and servo electronics, facilitating efficient supply chain interactions [7] - The industry is characterized by a strong integration of hardware and software capabilities, with local firms excelling in both manufacturing and technological services [7]

作者 | 弗雷迪 数据支持 | 勾股大数 据（www.gogudata.com） 一季度表现强势的科技股，今日迎来强势反弹。 其中， 机器人 ETF(159770) 今日大涨， 其跟踪的标的指数今日涨 3.16% ，近 11 个交易日涨超 11% 。 此外，消费电子、小米汽车、华为汽车、特斯拉供应链等概念纷纷交出近两周最为强势的上涨。 到底发生了什么？ 重新布局机会，逐渐明朗了？ 关键改口！ 01 昨夜美国政界和科技界最重要的两个人纷纷发话，一下子改变了市场风向。 首先是美国总统特朗普的意外松口，此前几天他一直向鲍威尔施压，要求其降息， 甚至威胁将其解雇 ，结果周二面对记者采访时 表示， 虽然 他仍对美联储未能更迅速地降息感到不满，但他无意解雇鲍威尔。 此前他不断加大对鲍威尔的批评力度， 再度引发了 "股债汇三杀"，金价走高。一经松口后市场情绪便迅速平息了下来，昨夜大型科技股带领 市场反弹，金价则从 3500 的历史高位跳水逾 3% 。 其次，特朗普另外一处松口对于中国股票资产表现影响更大。他承认美国目前对中国出口商品的关税过高，预计税率将大幅降低。 虽然也不会降为 0 ，但起码表明特朗普在其标志性的关税政策 ...

Group 1 - The first Embodied Intelligent Robot Games will be held from April 24 to 26 in Wuxi, with representatives from Yushu and Xiaomi participating in discussions [1] - Tesla CEO Elon Musk announced significant progress in the humanoid robot Optimus, with thousands expected to be operational in Tesla factories by the end of the year [1] - Tesla is increasingly betting on the future of autonomous driving and robotics, including self-driving taxis and humanoid robots [1] Group 2 - Tesla indicated that while it continues to innovate in manufacturing and operational cost reduction, long-term profits related to hardware are expected to accelerate alongside AI, software, and fleet operations profits [1] - New vehicle plans, including more affordable models, are still expected to begin production in the first half of this year, despite reports of potential delays [1] - A report from Open Source Securities highlighted the successful hosting of the world's first humanoid robot half marathon in Beijing, showcasing China's leading position in high-intensity robotic sports [1] Group 3 - According to招商证券, artificial intelligence is a key battleground for major powers, and robots, as the ultimate carriers of AI, are expected to benefit significantly [2] - The report suggests a positive outlook for the humanoid robot sector in the medium to long term, recommending investment opportunities in core components and control systems [2] Group 4 - The related industry chain stocks in Hong Kong include UBTECH (09880), Yujian (02432), Xiaomi Group (01810), SUTENG (02498), Delta Electronics (00179), Horizon Robotics-W (09660), JINLI Permanent Magnet (06680), and Shanghai Electric (02727) [3]

Group 1 - The 2025 Beijing Yizhuang Half Marathon featured a unique competition between human runners and humanoid robots, marking the first global event of its kind [1] - The winning robot, TianGong Ultra, completed the race in 2 hours, 40 minutes, and 42 seconds, showcasing the progress of China's humanoid robot industry [1][2] - The event highlighted the differences in competition rules for robots, including staggered starts and the ability to swap batteries or robots during the race [1] Group 2 - The humanoid robot industry in China is rapidly evolving, with significant capital influx leading to intense competition among startups [8][21] - The pricing of humanoid robots is becoming increasingly competitive, with models like the Songyan N2 priced at 39,900 yuan, significantly lower than other models [9][11] - Despite the excitement, many robots faced operational issues during the marathon, indicating the current limitations of the technology [2][3] Group 3 - The rental market for humanoid robots is gaining traction, with daily rental prices fluctuating between 3,000 to 20,000 yuan, depending on demand [16] - The market for humanoid robots is projected to reach 8.239 billion yuan by 2025, with applications expected in various sectors such as smart energy and elderly care [16] - Companies like UBTECH are exploring collaborative applications for humanoid robots in industrial settings, indicating a shift towards practical use cases [18] Group 4 - The humanoid robot sector faces challenges in achieving profitability, with many companies struggling to secure funding and maintain operations [21] - The industry is characterized by a high rate of startup failures, with over 10 companies reported to have closed in 2024 alone [21] - Experts predict that significant advancements in AI and robotics will be necessary for the commercial viability of humanoid robots, with a timeline of 5 to 10 years for substantial breakthroughs [23]

Core Insights - The first humanoid robot half marathon held in Beijing has significantly increased interest in the humanoid robot industry, with the "Tiangong Ultra" robot winning the race in 2 hours, 40 minutes, and 42 seconds, reshaping perceptions of humanoid robot capabilities [1] - The event highlighted the supply chain behind the winning robot, revealing various listed companies' involvement, although no direct collaborations with Tiangong were confirmed [2][3] Group 1: Company Developments - The Tiangong robot was developed by the Beijing Humanoid Robot Innovation Center, established in November 2023, with key stakeholders including UBTECH, Xiaomi Robotics, and Beijing Electromechanical, each holding a 28.57% stake [1] - Following the competition, UBTECH announced the establishment of a wholly-owned subsidiary in Beijing to commercialize and globally sell the Walker and Tiangong series humanoid robots [1] Group 2: Supply Chain and Partnerships - Several listed companies, including Shuanglin Co., Liancheng Precision, Honggong Technology, and others, responded to inquiries about Tiangong but did not confirm any partnerships [2][3] - The main suppliers for Tiangong include Aobo Zhongguang, which provides 3D vision sensors, and Lide Harmonic, which supplies harmonic reducers [3][4] Group 3: Technical Challenges - The humanoid robot industry faces significant technical challenges, as evidenced by the low completion rate of less than 30% in the marathon, with issues such as falls and joint overheating being prevalent [6][7] - Key areas needing improvement include high-density battery packs, low-power motor drivers, and robust algorithms for dynamic obstacle recognition and path planning [7]

金十数据4月22日讯，优必选公告，公司已于2025年4月17日向中国证监会提交有关实施H股全流通的备 案申请。截至本公告日期，H股全流通的实施计划详情尚未最终确定，且公司尚未完成中国证监会备案 程序。公司将根据内幕消息条文及/或上市规则的规定就H股全流通的进展作出进一步公告。 优必选：向中国证监会提交H股全流通备案申请 ...

本 公 告 乃 由 深 圳 市 優 必 選 科 技 股 份 有 限 公 司（「本公司」）根 據 香 港 聯 合 交 易 所 有 限 公 司 證 券 上 市 規 則（「上市規則」）第13.09(2)(a)條及香港法例第571 章證券及期貨條例第XIVA部 項 下 有 關 內 幕 消 息 條 文（定 義 見 上 市 規 則）作 出。 茲提述本公司日期為2025年3月30日 的 公 告（「該公告」），內 容 有 關 本 公 司 5,453,931股內資股擬實施H股 全 流 通。除 另 有 定 義 外，本 公 告 所 用 詞 彙 與 該 公 告 所 界 定 者 具 有 相 同 涵 義。 董 事 會 欣 然 宣 佈，於2025年4月17日，本 公 司 已 向 中 國 證 監 會 提 交 有 關 實 施H股 全 流 通 的 備 案 申 請。 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。 UBT ...

智通财经APP了解到，4月19日，全球首个人形机器人半程马拉松在北京亦庄举行，来自北京人形机器人创新中心的天工 Ultra率先撞线，以2小时40分钟的 成绩获得首个人形机器人半程马拉松冠军。 "天工Ultra"机器人火了，其背后的股东及相关概念成为投资热点。比如在香港上市的"人形机器人第一股"优必选（09880）正是北京人形机器人创新中心背 后的重要股东。就在昨天，优必选宣布，将在北京亦庄成立行者天工机器人全资子公司，负责行者（Walker）系列、天工系列及天工行者（科研教育版）等 系列人形机器人的全面商业化及全球销售。这是继3月12日优必选科技和创新中心联合推出全尺寸科研教育人形机器人平台——天工行者之后的又一重磅举 措。 "天工Ultra"夺得全球首个人形机器人半程马拉松冠军 4月19日，全球首次"人机共跑"半程马拉松在北京亦庄开赛，全程约为21.1公里，共有来自不同省份的20家机器人团队参赛，涵盖了天工Ultra、松延动力 N2、宇树G1、卓益得XO2、夸父及行者二号等机器人选手。 最后天工Ultra以2小时40分钟的成绩获得本次比赛冠军，N2机器人及行者二号分别以3小时37分钟和4小时25分钟录得亚军 ...

Group 1: Industry Overview - The humanoid robot marathon held in Beijing showcased advancements in technology and attracted significant attention, with the "Tiangong Ultra" robot winning the race in 2 hours, 40 minutes, and 42 seconds [1] - The humanoid robot industry is considered one of the most promising sectors for future development, driven by both policy support and market demand, leading to accelerated growth in China [1] - Citic Securities believes that the humanoid robot industry is still in its early stages, and the issues revealed during the marathon could drive industry improvements, suggesting a focus on "AI + robotics" investment opportunities [1] Group 2: Market Potential - According to Citibank, the global humanoid robot market is expected to reach $7 trillion by 2050, with a projected quantity of 648 million units [2] - A report predicts that China's humanoid robot market will reach 75 billion yuan by 2029, accounting for 32.7% of the global total [2] Group 3: Corporate Developments - GAC Group has launched its third-generation humanoid robot, GoMate, while XPeng's Iron humanoid robot is already in use at its factory, with plans for mass production of L3 humanoid robots next year [3] - Long-term investments in humanoid robot projects are being initiated by various automotive companies, with Changan Automobile planning to invest over 50 billion yuan in the next five years [3] - Companies like Xiaomi and Ideal Auto are also entering the humanoid robot field, indicating a trend of automotive firms diversifying into robotics due to technological convergence [3] Group 4: Technological Integration - The humanoid robot marathon serves as a platform for integrating and validating cutting-edge technologies, providing a model for standardized testing scenarios [4] - The concept of "embodied intelligence" is expected to penetrate various sectors, including security, home services, and industrial collaboration, becoming a vital component of new productivity [4] Group 5: Related Stocks - Companies such as UBTECH and Horizon Robotics are actively involved in the humanoid robot sector, with UBTECH collaborating with BAIC New Energy to establish a leading humanoid robot production line [5] - Horizon Robotics reported a 54% year-on-year revenue increase to 2.38 billion yuan, prompting an upward revision of revenue forecasts by Deutsche Bank [5]