SIASUN(SZ:300024) Jin Rong Jie·2025-12-30 07:29Core Viewpoint - The company, UBTECH Robotics, has made significant commitments regarding shareholding and strategic acquisitions to enhance its market position and operational capacity [1][2]. Group 1: Shareholding Commitments - The founder and CEO, Zhou Jian, has voluntarily committed not to reduce his holdings of approximately 70.57 million H-shares for the next 12 months, maintaining a 26.78% stake in the company [1]. - This is the second time Zhou has made such a commitment, having previously pledged not to sell 70.4 million H-shares for a similar duration [1]. Group 2: Strategic Acquisitions - On December 24, the company announced plans to acquire approximately 43% of the shares in Fenglong Co., a Shenzhen Stock Exchange-listed company, for a total consideration of about 1.665 billion RMB, aiming to enhance its industry chain [1]. - Following this acquisition, Fenglong Co. will become UBTECH's first A-share listed subsidiary [1]. Group 3: Business Progress - The company reported that its humanoid robot orders for the year 2025 are nearing 1.4 billion RMB, with over 500 units of the Walker S2 robot delivered in 2025 [2]. - Current production capacity exceeds 1,000 units, with plans to increase humanoid robot production capacity to 10,000 units by 2026, coinciding with the full operation of its super smart factory in Liuzhou [2]. Group 4: Financial Performance - In the first half of 2025, the company achieved revenue of 621 million RMB, reflecting a year-on-year growth of 27.5% [2]. - The net loss for the same period was 439 million RMB, which represents a year-on-year reduction of 17.2% [2].