斥资16亿“入主”A股公司,人形机器人第一股提速产业化
Bei Jing Ri Bao Ke Hu Duan·2025-12-25 09:33

Group 1 - The core event involves a strategic acquisition where UBTECH Robotics, known as the "first humanoid robot stock," plans to invest 1.6 billion yuan to take control of Fenglong Co., which led to a 10.01% increase in Fenglong's stock price [1][3] - UBTECH announced the acquisition of 93,957,518 shares of Fenglong, representing 43% of the total shares, at a price of 17.72 yuan per share, totaling approximately 1.665 billion yuan [3] - Following the acquisition, UBTECH will hold 29.99% of Fenglong's shares and corresponding voting rights, changing the controlling shareholder from Chengfeng Investment to UBTECH [3] Group 2 - UBTECH focuses on the research, design, manufacturing, and commercialization of intelligent humanoid robots, while Fenglong specializes in high-tech equipment, particularly in lawn mowers and engine systems, indicating a complementary business synergy [3][5] - UBTECH has secured nearly 1.4 billion yuan in orders for humanoid robots this year and plans to ramp up production of its Walker S2 model, with expectations to deliver over 500 units in 2025 and increase capacity to 10,000 units by 2026 [5] - The acquisition is seen as a strategic move for UBTECH to enhance its industry chain layout and strengthen its core competitiveness by leveraging Fenglong's manufacturing and supply chain capabilities [5]