机器人需求增长，优必选上调关联交易金额上限

Core Viewpoint - Company plans to increase the transaction limit with its related party, Tianqi Automation Engineering Group, for the year 2025 due to rising market demand for its products and services [1][2] Group 1: Transaction Details - The subsidiary Wuxi Youqi signed a framework agreement with Tianqi Automation Engineering on November 23, 2023, for project engineering services and products until December 31, 2025 [1] - The original transaction limit for 2025 was set at RMB 150 million, with a total amount of approximately RMB 103.2 million incurred by Tianqi Automation Engineering Group as of November 30, 2025, which did not exceed the original limit [1] Group 2: Market Demand and Sales Expectations - The company anticipates an increase in demand for its logistics intelligent robots and intelligent robot solutions from Tianqi Automation Engineering Group due to the rising market demand [2] - The board expects sales, including those from logistics intelligent robots and intelligent robot solutions, to peak in the fourth quarter, driven by market trends in the automation industry [2] Group 3: Revised Transaction Limit and Product Development - The board recommends revising the 2025 transaction limit to RMB 250 million [3] - The company has accelerated its commercialization process, recently signing a sales contract for humanoid robots worth over RMB 50 million, primarily featuring the Walker S2 robot [3] - The Walker S2 robot has commenced mass production and delivery, with expectations to exceed 500 units delivered by the end of the year, covering key sectors such as automotive manufacturing and smart logistics [3]