“人形机器人第一股”拟入主锋龙股份
Zheng Quan Shi Bao·2025-12-24 18:45

Group 1 - The core point of the news is that the Hong Kong-listed humanoid robot company, UBTECH (09880.HK), plans to acquire a listed A-share company, Fenglong Co., Ltd. (002931.SZ), through a combination of agreement transfer and tender offer, acquiring 93.96 million shares, which accounts for 43% of the total shares [1] - The share transfer and tender offer price is set at 17.72 CNY per share, representing a 10% discount compared to the last trading price of 19.68 CNY before suspension on December 17, with a total consideration of 1.665 billion CNY [1] - UBTECH focuses on the research, design, manufacturing, and commercialization of intelligent humanoid robots, while Fenglong Co., Ltd. specializes in high-tech manufacturing, particularly in lawn mowers and automotive components, indicating a complementary business synergy [1] Group 2 - UBTECH aims to enhance its industrial chain layout and strengthen its core competitiveness through this strategic acquisition, leveraging its technological advantages in humanoid robots alongside Fenglong's manufacturing and supply chain capabilities [2] - The production capacity of UBTECH's industrial humanoid robot, Walker S2, has exceeded 300 units per month, with an expected annual delivery of over 500 units, and plans to increase production capacity to 10,000 units by 2026 [2] - Following the share transfer, the controlling shareholder will change from Chengfeng Investment to UBTECH, with the actual controller changing from Dong Jianggang to Zhou Jian [3]