Core Viewpoint - UBTECH (09880) has seen a nearly 5% increase in stock price, currently at 104.7 HKD, following the announcement of a strategic partnership with Infini Capital worth 1 billion USD [1] Group 1: Strategic Partnership - UBTECH has officially signed a strategic partnership agreement with Infini Capital, which includes multiple industry collaboration initiatives [1] - Infini Capital plans to increase its stake in UBTECH to no more than 5% at an appropriate time, becoming a significant shareholder [1] - The partnership will focus on investing in the humanoid robot supply chain and establishing a super factory and R&D center in the Middle East, along with a regional headquarters [1] Group 2: Financial Performance and Forecast - Citigroup expressed optimism regarding UBTECH's performance in the first half of the year, raising the company's humanoid robot delivery guidance from 300-500 units to over 500 units for this year [1] - The forecast for next year's deliveries has been increased to 2000-3000 units due to better-than-expected progress in the automotive, auto parts, and electronics sectors [1] - Consequently, Citigroup has raised its revenue forecasts for UBTECH by 2% for this year and 13% for next year, increasing the target price from 98 HKD to 121 HKD, reflecting a more optimistic outlook for humanoid robots [1]
港股异动 | 优必选(09880)再涨近5% 公司与Infini Capital正式签署10亿美金战略伙伴合作协议