Mei Ri Shang Bao·2025-07-10 22:15Core Viewpoint - The acquisition of Shanghai Wei New Materials by Zhiyuan Robotics marks a significant milestone in the embodied intelligence sector, potentially establishing the first publicly listed company in this field on the STAR Market [1][2]. Group 1: Acquisition Details - Zhiyuan Robotics plans to acquire control of Shanghai Wei New Materials through a share transfer and tender offer, with the total transaction value estimated at approximately 2.1 billion yuan [2][3]. - After the acquisition, Zhiyuan Robotics will hold at least 63.62% of Shanghai Wei New Materials, making it the absolute controlling shareholder [2]. - The acquisition is seen as a landmark case for new productive forces in the A-share market, aligning with recent policies encouraging mergers and acquisitions [1][3]. Group 2: Market Reaction - Following the announcement, Shanghai Wei New Materials experienced two consecutive "20cm" price limit increases, reflecting strong market recognition of the embodied intelligence sector [4]. - The stock closed at 11.21 yuan per share, with a market capitalization reaching 4.522 billion yuan [4]. Group 3: Industry Context - The embodied intelligence sector is gaining traction, with Zhiyuan Robotics being recognized as a leading player, achieving a valuation of 15 billion yuan and attracting significant investment [4][5]. - The company has developed a comprehensive technology stack for robots, including core components and AI capabilities, and aims to produce thousands of units by early 2025 [5][6]. - Recent financing activities in the sector indicate a robust investment climate, with multiple companies announcing significant funding rounds [6].