Core Viewpoint - UBTECH Robotics (09880) has seen a nearly 5% increase in stock price, currently trading at 106.4 HKD with a transaction volume of 788 million HKD, following the announcement of a significant procurement contract for humanoid robots [1] Group 1: Contract and Orders - UBTECH has secured a procurement contract worth 250 million RMB for humanoid robot products and solutions from a well-known domestic company, focusing on the Walker S2 humanoid robot equipped with an autonomous hot-swappable battery system, with deliveries set to commence within this year [1] - The total orders for humanoid robots have reached 400 million RMB, and if all orders are delivered this year, Citigroup anticipates an approximately 8% upward revision in UBTECH's revenue forecast for 2025 [1] Group 2: Strategic Partnerships - On August 31, UBTECH announced a strategic partnership agreement with international investment firm Infini Capital, valued at 1 billion USD, which includes multiple strategic collaborations in the industry [1] - Infini Capital plans to increase its stake in UBTECH at an appropriate time, aiming to become a significant shareholder with no more than a 5% ownership [1] - The partnership will also focus on investing in the upstream and downstream supply chain of humanoid robots, as well as establishing a super factory and R&D center in the Middle East, along with a regional headquarters [1]