Group 1 - The Hong Kong stock market indices collectively rose, with the Hang Seng Index increasing by 0.24%, the Hang Seng China Enterprises Index by 0.50%, and the Hang Seng Tech Index by 0.98% as of December 30, 2025 [1] - The Hang Seng Internet ETF (513330) saw an increase of 0.58%, with a latest price of 0.517 yuan and a trading volume of 9.02 billion yuan, resulting in a turnover rate of 2.60% [1] - Among the constituent stocks, notable gainers included Maifushi up 10.00%, UBTECH up 7.20%, Baidu Group-SW up 7.14%, and Yujian up 5.31%, while leading decliners included Dongfang Zhenxuan down 2.27% and Xinyi Network Group down 1.30% [1] Group 2 - The valuation of the Hang Seng Internet ETF is currently at a price-to-earnings ratio (PE-TTM) of 22.87, which is in the 21.77% percentile over the past 10 years, indicating that the valuation is lower than 78.23% of the time in the last decade [1] - The index tracked by the Hang Seng Internet ETF is heavily weighted in sectors such as Media (40.94%), Retail (21.65%), Social Services (11.44%), Electronics (10.77%), and Computers (9.34%) [2] - In terms of sub-sectors, the index is concentrated in Internet E-commerce (21.65%), Digital Media (15.40%), Social II (14.91%), Local Life Services II (11.10%), and Consumer Electronics (10.77%) [2]

Group 1 - The Hong Kong stock market saw a collective rise in robotics concept stocks, with notable increases including 6.28% for UBTECH, over 5% for Fourth Paradigm and Sanhua Intelligent Control, and nearly 5% for Yuejiang [1][2] - Yushutech announced the opening of its first offline store in collaboration with JD.com, set to launch on December 31 in Beijing, showcasing products like the Yushutech Go2 quadruped robot dog and G1 humanoid robot [1] Group 2 - UBTECH's latest price is 127.000 with a total market capitalization of 639.32 billion and a year-to-date increase of 131.12% [2] - Fourth Paradigm's stock rose by 5.34% to a price of 43.820, with a market cap of 227.5 billion and a year-to-date decline of 13.99% [2] - Sanhua Intelligent Control increased by 5.33% to 35.980, with a market cap of 1514.04 billion and a year-to-date rise of 60.64% [2]

Group 1 - The robotics sector in the Hong Kong stock market has seen a collective surge, with notable increases in stock prices for several companies [1] - UBTECH Robotics experienced a rise of over 6%, while Fourth Paradigm and Sanhua Intelligent Control both increased by over 5% [1] - Other companies such as Yujing and MicroPort Robotics also saw gains, with Yujing rising nearly 5% and MicroPort Robotics increasing by over 2% [1] Group 2 - Yushutech announced the opening of its first offline store in collaboration with JD.com, set to launch on December 31 in Beijing [1] - The store will prominently feature several flagship products, including the Yushutech Go2 quadruped robot and the G1 humanoid robot [1] Group 3 - The stock performance data shows UBTECH with a current price of 127.000 and a year-to-date increase of 131.12% [2] - Fourth Paradigm's latest price is 43.820, with a year-to-date decline of 13.99% [2] - Sanhua Intelligent Control has a current price of 35.980 and a year-to-date increase of 60.64% [2]

花旗亦预期，其他主要管理层及股东将在未来数日内，于最新禁售期届满前或当日发布类似公告，以缓 解市场对股价因潜在出售而承压的担忧，花旗维持对中国人形机器人供应链正面看法。 智通财经APP获悉，花旗发布研报称，优必选(09880)公布，公司创始人、董事会主席兼首席执行官周剑 自愿承诺，自今年12月29日起的12个月内，不会减持其个人持有的优必选约7,057.44万H股，占总股本 约14%。此举表明周剑对优必选人形机器人业务的长期承诺与乐观态度。花旗以市销率对优必选进行估 值，并基于2026年预测23倍市销率，予目标价155港元，评级"买入"。 ...

花旗发布研报称，优必选(09880)公布，公司创始人、董事会主席兼首席执行官周剑自愿承诺，自今年 12月29日起的12个月内，不会减持其个人持有的优必选约7,057.44万H股，占总股本约14%。此举表明 周剑对优必选人形机器人业务的长期承诺与乐观态度。花旗以市销率对优必选进行估值，并基于2026年 预测23倍市销率，予目标价155港元，评级"买入"。 花旗亦预期，其他主要管理层及股东将在未来数日内，于最新禁售期届满前或当日发布类似公告，以缓 解市场对股价因潜在出售而承压的担忧，花旗维持对中国人形机器人供应链正面看法。 ...

每经AI快讯，优必选(09880.HK)续涨超3%，昨日收涨超9%。截至发稿，优必选涨3.26%，报123.4港 元，成交额3.72亿港元。 ...

值得关注的是，今年以来，优必选持续领跑人形机器人商业化进程。截至目前，优必选人形机器人2025 年全年订单已近14亿元，工业人形机器人Walker S2全年交付超500台，产能超1000台。此外，优必选近 期还宣布拟以16.65亿元人民币，以"协议转让+要约收购"的组合方式收购深交所上市公司锋龙股份43% 的股份，以完善产业链布局、强化核心竞争力。 智通财经APP获悉，优必选(09880)续涨超3%，昨日收涨超9%。截至发稿，涨3.26%，报123.4港元，成 交额3.72亿港元。 消息面上，12月29日，优必选发布公告，公司创始人、董事会主席兼CEO周剑承诺自2025年12月29日起 的12个月内，不会以任何形式减持其个人持有的优必选7057.435万H股。这是周剑第二次发布自愿禁售 承诺，体现了管理层对于公司及行业未来发展前景的坚实信心。 ...

Group 1 - The core point of the article is the establishment of Wenzhou Ubtech Education Technology Co., Ltd., which is fully owned by Ubtech and focuses on artificial intelligence software and hardware development [1] Group 2 - The company's business scope includes the development of artificial intelligence theories and algorithms, integration services for AI industry applications, development of AI application software, and sales of AI hardware [1]

来源：智通财经 优必选创始人再发布禁售承诺。 12月29日，"人形机器人第一股"深圳市优必选科技股份有限公司（优必选，09880.HK）发布公告，公 司创始人、董事会主席兼CEO周剑承诺自2025年12月29日起的12个月内，不会以任何形式减持其个人持 有的优必选7057.435万H股。 截至当日收盘，优必选涨9.13%，报119.5港元/股，若以收盘价计算，其承诺12个月内不减持的股份价 值超84亿港元。 这是周剑第二次发布自愿禁售承诺。2024年12月29日，优必选也曾发布公告，周剑自愿承诺，自2024年 12月29日起12个月内，其将不以任何方式减持其持有的7040万股H股。 随着优必选柳州机器人超级智慧工厂即将全面投产，2026年，优必选人形机器人产能将达到10000台。 12月24日晚间，优必选还宣布拟以16.65亿元人民币，以"协议转让+要约收购"的组合方式收购深交所上 市公司锋龙股份（002931.SZ）43%的股份，以完善产业链布局、强化核心竞争力。消息公布后，锋龙 股份已经收获三个涨停板。 优必选2025年中期业绩报告显示，该公司上半年实现营收6.21亿元，同比（较去年同期）增长27.5%； ...

1.市场监管总局部署2026年重点任务，包括：持续深化公平竞争治理，加力破除行政性垄断，加强反垄断反不正当竞争执法，深入整治"内卷式"竞争；推动 提高经营主体发展质量，完善市场准入退出制度，提升经营主体信用水平，强化知识产权和商业秘密保护。强化平台经济常态化监管，压实平台企业"守门 人"责任，突出抓好平台规则治理，加快平台监管"一库一码一系统"建设。 2.两家中国AI企业同步公布港股IPO详情：通用GPU公司天数智芯拟发行约2543万股H股，每股144.60港元；大模型公司智谱华章拟发行约3742万股H股，每 股116.20港元。两家企业H股均预计于2026年1月8日在港交所挂牌交易。 3.据相关报道，近期在多个省份的药品采购平台上，都出现了进口减肥药司美格鲁肽注射液降价的信息。据悉，这是厂家诺和诺德主动调价后的结果，一些 电商平台也在跟进调整相关产品价格。司美格鲁肽在中国市场的专利即将于今年三月到期，多家本土企业已经准备退出价格更便宜的仿制药。 热点聚焦 4.COMEX黄金期货跌4.45%，报4350.2美元/盎司；COMEX白银期货跌7.2%，报71.64美元/盎司。现货白银大跌近9%，现货钯金跌超15% ...