机器人霸屏春晚，首程控股(0697.HK)成为最大“幕后赢家”

Group 1 - The core viewpoint of the article highlights that Shoucheng Holdings (0697.HK) has emerged as the biggest "behind-the-scenes winner" in the robotics sector showcased during the 2026 Spring Festival Gala, with several of its portfolio companies participating [1] - Shoucheng Holdings has invested over 2 billion RMB in the robotics industry, completing more than 40 transactions and covering approximately 20 leading companies, including Yushu Technology and Galaxy General [1] - The company has extended its investment strategy to upstream core materials by establishing Shoucheng Robotics Advanced Materials Company, focusing on critical areas such as electronic skin and PEEK lightweight materials [1] Group 2 - Shoucheng Holdings is not merely a financial investor but has developed a unique strategy of "capital + scenarios + ecosystem," providing real testing environments for its portfolio companies through its own resources [2] - The company has opened "Tao Zhu New Creation Bureau" robotics experience stores, facilitating the connection from technology demonstration to the consumer end, thus enhancing its position in the commercialization wave of robotics [2] - With companies like Yushu Technology expected to initiate IPOs in 2026, the investment value of Shoucheng Holdings is anticipated to reach a concentrated realization period [2]