公开信息显示，今年4月，优必选正式与采购方签订了大型双足人形机器人采购合同；随后又于7月中标 金额高达9051.15万元的人形机器人采购项目，这笔订单的采购方为汽车出口平台企业——觅亿（上 海）汽车科技有限公司（下称"觅亿汽车"）。 焦继超表示，面向工业场景推进人形机器人落地，若缺乏大量投入、长期积累、对客户现场作业场景的 深入理解，以及客户的有力支持，将很难做得成。 "选应用场景不能像撒胡椒面" 经过两年多的投资热潮后，焦继超看到，资本对具身智能已渐趋冷静——如果没有商业化，创业公司尤 其是第二梯队以下的玩家将难以生存。 经过一年多的工厂"实训"，优必选（09880.HK）的人形机器人将成批量地"转正上岗"。优必选副总裁、 研究院院长焦继超透露，优必选预计今年交付500台工业版人形机器人，面向汽车、3C半导体等行业客 户，其中以汽车客户为主。相比之下，2024年仅出货10台人形机器人。 2025世界机器人大会（WRC）期间，焦继超接受南都等媒体采访时表示，如果能顺利完成现阶段的小 批量"pre-order"（预购）交付，后续有望获得更大批量的订单。 但焦继超提醒，选择应用场景必须聚焦，不可能像撒胡椒面一样什 ...

智通财经APP获悉，8月13日至8月15日，2025中国具身智能机器人产业大会暨展览会将在上海新国际博 览中心重磅启幕，预计将吸引200+参展品牌、10,000+名观众及20+个专业采购团，助力打通具身智能产 业链，从原材料、零部件供应商、系统集成商、仿真及测试到整机制造，将为行业提供一个全面展示前 沿的技术、方案，深入行业交流，促进资源对接的舞台。 同时，创新要素加速汇聚。全球范围内创新要素正以前所未有的态势加速向机器人领域奔涌、汇聚。汽 车、家电等行业龙头纷纷加入机器人研发行列。这股创新浪潮不仅是技术的迭代升级，更将带来生产力 的深刻变革。 据辛国斌介绍，今年上半年，我国机器人产业营业收入同比增长27.8%，工业机器人和服务机器人产量 同比分别增长35.6%和25.5%，连续12年位居全球最大工业机器人应用市场。 同日，全球首家具身智能机器人4S店Robot Mall在北京亦庄正式开业。据介绍，作为打通产业落地"最 后一公里"的重要举措，具身智能机器人4S店将传统汽车4S店模式(销售Sale、零配件Sparepart、售后服 务Service、信息反馈Survey)引入机器人产业，并融合定制化开发、金融及 ...

Group 1: Event Overview - The 2025 World Robot Conference gathered over 200 domestic and international robot companies showcasing more than 1,500 exhibits, including over 100 new product launches and 50 humanoid robot manufacturers, marking a record for similar events [1] Group 2: Industry Insights - The global industrial robot installation volume decreased by 3% last year, totaling approximately 523,000 units, with declines in Asia (2%), Europe (6%), and the Americas (9%), while China emerged as the only growth market [4] - China's industrial robot installation volume is expected to reach around 290,000 units in 2024, representing a 5% increase and raising its global market share from 51% in 2023 to 54% [4] - The sales volume of industrial robots in China is projected to reach 302,000 units in 2024, maintaining its position as the largest industrial robot market globally for 12 consecutive years [5] - China is the world's largest robot producer, with industrial robot production increasing from 33,000 units in 2015 to 556,000 units in 2024, and service robot production reaching 10.519 million units, a year-on-year growth of 34.3% [6] Group 3: Company Developments - JD.com, as the exclusive global strategic partner of the conference, announced an investment of over 10 billion yuan in the smart robot sector, aiming to assist 100 robot brands in achieving sales of over 1 billion yuan within three years [7] - New products showcased by Yushu Technology included humanoid robot R1 and quadruped robot A2, with R1 priced at 39,900 yuan and capable of complex actions like punching and running [8] Group 4: Technological Advancements - The humanoid robot AI development is currently at a stage similar to the early years before the launch of ChatGPT, with expectations that a breakthrough could occur within the next 1 to 5 years [2][3] - The National and Local Co-built Humanoid Robot Innovation Center presented the "Qinglong" humanoid robot product matrix, including the first full-size open-source humanoid robot [9] Group 5: Industry Chain - The humanoid robot industry chain consists of over 10 major component categories, including reducers, dexterous hands, actuators, motors, sensors, chips, and controllers, involving more than a hundred related companies [10] - Long-term industry growth is anticipated due to optimization of the supply chain and enhancement of global competitiveness, with a focus on core components and application scenarios like logistics and healthcare [12]

Market Overview - The A-share market showed strong performance with the Shanghai Composite Index steadily rising, while the Hong Kong stock market experienced a narrow fluctuation, closing up by 0.03% [1] - Concerns in the market are heightened due to the U.S. President Trump's shortened ultimatum for sanctions against Russia, now set at 10 days, with potential impacts on India and other countries [1] - The U.S. is also set to impose significant tariffs on semiconductor chips and pharmaceuticals, with drug tariffs reaching as high as 250% [1] Company Developments - Jingtai Technology announced a pipeline cooperation agreement with DoveTree worth approximately HKD 470 billion (USD 59.9 billion), leading to a stock surge of over 12% [2] - A-share company Weixin New Materials faced regulatory scrutiny after a stock price surge related to the "embodied intelligent robot" concept and control change expectations [2] - The Shanghai government released a plan for the development of the embodied intelligence industry, aiming for breakthroughs in core algorithms and technologies by 2027 [2] Industry Trends - The 2025 World Robot Conference is set to showcase over 100 new products, nearly double from last year, indicating a growing interest in robotics [3] - The U.S. student loan delinquency rate has reached 12.9%, the highest in 21 years, which may influence Federal Reserve decisions on interest rates [3] - The steel and paper industries are experiencing positive momentum, with companies like Maanshan Steel and Nine Dragons Paper seeing significant stock price increases [3] Defense Sector Insights - The military industry is gaining traction with significant contracts, such as the sale of the Hongqi-9 air defense system and the export of submarines to Pakistan [4] - China Shipbuilding Defense announced a profit increase of 213.25% to 267.73% for the first half of the year, leading to a stock rise of nearly 8% [4] Consumer Market Activity - The new consumption sector is becoming active, with companies like Pop Mart seeing increased attention at recent toy exhibitions [5] - The liquor industry is also responding to market trends, with new product launches and stock price increases [5] Aviation Sector Developments - Cathay Pacific announced an $8.1 billion order for 14 Boeing 777-9 aircraft, marking its first deal with Boeing in 12 years, despite concerns over the safety record of Boeing aircraft [7] - The long delivery timeline for the 777-9 model raises potential issues regarding aircraft aging and maintenance [7] Energy Sector Updates - The State Grid reported record electricity usage due to high temperatures, with peak load reaching 1.233 billion kilowatts, an increase of 53 million kilowatts from last year [8] - Coal prices have risen significantly, impacting the steel industry, which is maintaining high production levels [8] Automotive Sector Performance - XPeng Motors reported a record monthly delivery of 36,717 vehicles in July, a year-on-year increase of 229.4% [10] - The company is expanding its presence in Europe, with significant sales growth and new model launches [11][12]

Core Insights - The release of Unitree A2 by Yushu Technology marks a significant advancement in quadruped robotic applications, specifically targeting industry use cases [1] - The competition in the embodied intelligence sector is intensifying, as evidenced by substantial contract wins by various companies, including a 1.2 billion yuan order won by Zhiyuan Robotics and Yushu Technology [1] - The establishment of a new subsidiary focused on embodied intelligence by global warehouse robotics leader Geekplus indicates a strategic shift towards this emerging field [1] Company Summaries - Geekplus anticipates revenue between 9.95 billion to 10.30 billion yuan for the first half of 2025, reflecting a year-on-year growth of approximately 27% to 32%, with a significant reduction in adjusted net losses [2] - The company has a robust foundation in commercialization, leveraging its existing resources in industry scenarios, customer relationships, and technology to potentially reshape the embodied intelligence landscape [2] - Geekplus has achieved a compound annual growth rate (CAGR) of 45% in revenue from 2021 to 2024, solidifying its position as a leader in the global AMR warehouse robotics sector [4] Industry Trends - The warehouse logistics sector is identified as a prime area for the rapid commercialization of robotics, characterized by high consistency in processes and strong demand [5] - The collaboration between Dematic and Zhiyuan Robotics at the World Artificial Intelligence Conference showcases the growing interest and application of embodied intelligence in logistics [6] - Companies with a strong foundation in both technology development and commercial application, like Geekplus, are expected to gain a competitive edge in the embodied intelligence market [6][7]

消息面上，近期，机器人事件催化不断。8月5日，宇树科技发布新款四足机器狗产品Unitree A2 星际猎 影。据悉，A2整机约37KG，空载续航约20KM，最大奔跑速度5米/秒，最大攀爬高度1米。宇树科技表 示，新款机型为行业应用而生，后续将公布产品价格等细节。此外，上海市人民政府办公厅印发《上海 市具身智能产业发展实施方案》。其中提到，建立市区协同培育机制，以浦东张江为核心承载区，加速 具身智能全产业链布局，协同具身智能相关重点区域，形成功能互补、差异化发展的特色产业集群。 机器人概念股多数上扬，截至发稿，微创机器人-B(02252)涨5.21%，报22.22港元；速腾聚创(02498)涨 4.54%，报33.6港元；优必选(09880)涨4%，报101.3港元；三花智控（002050）(02050)涨3.21%，报 27.66港元；越疆(02432)涨2.29%，报55.75港元。 值得关注的是，2025世界机器人大会即将于8月8日在北京经济技术开发区北人亦创国际会展中心启幕。 据悉，此次大会将有100余款新品首发亮相，数量是去年的近2倍。万联证券指出，特斯拉、华为、 Figure AI等科技巨头在人形机 ...

Group 1 - The majority of robotics concept stocks have risen, with notable increases in companies such as MicroPort Robotics-B (up 5.21% to HKD 22.22), SUTENG (up 4.54% to HKD 33.6), and UBTECH (up 4% to HKD 101.3) [1] - Recent catalysts in the robotics sector include the launch of the new quadruped robot Unitree A2 by Yushu Technology, which weighs approximately 37KG, has a range of about 20KM, a maximum running speed of 5m/s, and a climbing height of 1m [1] - The Shanghai Municipal Government has issued a development plan for the embodied intelligence industry, aiming to establish a collaborative cultivation mechanism and accelerate the layout of the entire industry chain in the Pudong Zhangjiang area [1] Group 2 - The 2025 World Robot Conference is set to open on August 8 in Beijing, featuring over 100 new products, nearly double the number from last year [2] - Major technology companies like Tesla, Huawei, and Figure AI are expected to drive rapid advancements in the humanoid robot sector, with mass production and large-scale applications on the horizon [2]

（於中華人民共和國註冊成立之股份有限公司） UBTECH ROBOTICS CORP LTD 深 圳 市 優 必 選 科 技 股 份 有 限 公 司 | | 普通決議案 （附註5） | 贊成 （附註6） | 反對 （附註6） | 棄權 （附註6） | | --- | --- | --- | --- | --- | | 1. | 審議及批准關於本公司向相關銀行申請授信額度的議案。 | | | | | | （附註5） 特別決議案 | （附註6） 贊成 | （附註6） 反對 | （附註6） 棄權 | | 2. | 審議及批准關於變更本公司註冊資本、修訂公司章程並辦理 工商登記的議案。 | | | | 日期：2025年 月 日 簽署 （附註7） ： 附註： 1. 請刪去不適用者並填上以 閣下名義登記且與本代表委任表格有關的本公司股份數目。如填報股份數目，則本代表委任表格將被視為僅與該等 股份有關；如無填報股份數目，則本代表委任表格將被視為與本公司股份中所有以 閣下名義登記的股份有關。如委派多於一名代表，則必須指 明每名就此委任的受委代表所代表的股份數目。 2. 請用正楷填上全名及地址。所有聯名登記股東的姓名╱ 名稱均 ...

深 圳 市 優 必 選 科 技 股 份 有 限 公 司 （於中華人民共和國註冊成立之股份有限公司） 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通告的內 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 不對因本通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。 UBTECH ROBOTICS CORP LTD 周 劍 （股份代號：9880） 2025年第四次臨時股東會通告 茲通告 深 圳 市 優 必 選 科 技 股 份 有 限 公 司（「本公司」）將 於2025年8月19日（星 期 二）下 午 四 時 正 於 中 國 深 圳 市 南 山 區 學 苑 大 道1001號南山智園C1棟25 樓JIMU會議室召開及舉行2025年 第 四 次 臨 時 股 東 會（「臨時股東會」），藉 以 審 議 及 酌 情 批 准 以 下 決 議 案： 普通決議案 1. 關 於 本 公 司 向 相 關 銀 行 申 請 授 信 額 度 的 議 案：動 議 謹 此 批 准 銀 行 信 貸 安 排，並 謹 此 授 權 本 公 ...

此乃要件 請即處理 閣下如對本通函任何方面或 閣下應採取之行動有任何疑問，應諮詢股票經紀或其他註 冊證券交易商、銀行經理、律師、專業會計師或其他專業顧問。 UBTECH ROBOTICS CORP LTD 深 圳 市 優 必 選 科 技 股 份 有 限 公 司 （於中華人民共和國註冊成立之股份有限公司） （股份代號：9880） (1)銀行信貸安排； (2)建議修訂公司章程； 及 2025年第四次臨時股東會通告 除另有指明者外，本封面所用詞彙與本通函所界定者具有相同涵義。 本公司將於2025年8月19日（星期二）下午四時正於中國深圳市南山區學苑大道1001號南山智園 C1棟25樓JIMU會議室召開及舉行臨時股東會。臨時股東會通告載於本通函第EGM–1至EGM–2 頁。臨時股東會代表委任表格附於本通函，而該代表委任表格亦刊登於聯交所(www.hkexnews. hk)及本公司(www.ubtrobot.com)網站。 有意委任代表出席臨時股東會之股東須按照列印於隨附之代表委任表格之指示將其填妥，並 最遲於臨時股東會或其任何續會指定舉行時間24小時前（即2025年8月18日（星期一）下午四時 正前）交回。 閣下填妥 ...