SIASUN(SZ:300024) Huan Qiu Lao Hu Cai Jing·2025-05-13 14:02Group 1 - Huawei and UBTECH signed a comprehensive cooperation agreement focusing on embodied intelligence and humanoid robots, aiming to innovate in product technology development, application scenarios, and industrial systems [1] - The collaboration will leverage Huawei's AI infrastructure capabilities, including Ascend, Kunpeng, Huawei Cloud, and large models, combined with UBTECH's full-stack humanoid robot technology to create joint demonstration solutions for "humanoid robots + smart factories" and develop household service humanoid robots [1] - Huawei has been actively investing in the robotics sector, with the establishment of the Global Embodied Intelligence Industry Innovation Center and partnerships with companies like Leju Robotics and Qianxun Intelligent [2] Group 2 - Following the announcement, UBTECH's stock price surged by 14.91% to HKD 100.2, later stabilizing at a 7.11% increase, with a market capitalization of HKD 42.12 billion [2] - The humanoid robot industry is experiencing significant investment opportunities, driven by the trends of electrification and intelligence, with expectations of a breakthrough similar to the "ChatGPT moment" as production and commercialization accelerate [2] - UBTECH's technology, including the "super brain" and "smart brain" based on multi-modal reasoning and Transformer models, is being utilized in its WalkerS series industrial robots, which have been deployed in several well-known automotive factories [3]