Core Viewpoint - UBTECH (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 from a well-known domestic enterprise for its humanoid robot products and solutions, primarily focusing on the Walker S2 robot equipped with a self-swappable battery system, with deliveries set to commence within this year [1] - The company reported that its humanoid robot orders 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, which is valued at 1 billion USD [1] - The partnership includes multiple strategic collaborations, with Infini Capital planning to increase its stake in UBTECH to become a significant shareholder with no more than a 5% ownership [1] - Both parties aim to invest in the upstream and downstream supply chain of humanoid robots and plan to establish a super factory and R&D center in the Middle East, along with a regional headquarters [1]