华为，热门赛道大消息！

Core Viewpoint - Huawei and UBTECH Technology have signed a comprehensive cooperation agreement to innovate in the fields of embodied intelligence and humanoid robots, focusing on product technology development, application scenarios, and industrial systems [1][2]. Group 1: Cooperation Agreement - The partnership aims to leverage Huawei's technological capabilities, including Ascend, Kunpeng, Huawei Cloud, and large models, alongside UBTECH's full-stack humanoid robot technology to enhance efficiency and implementation in industrial and household scenarios [1]. - Huawei will support UBTECH in building an embodied intelligence innovation center and develop a "humanoid robot + smart factory" joint demonstration plan [1]. Group 2: Market Developments - UBTECH has signed a procurement contract for large-scale biped humanoid robots, marking the first global small-batch humanoid robot procurement contract, which will be used in automotive manufacturing and commercial reception [2]. - The implementation of this contract signifies a solid step towards the commercialization of embodied intelligent robots in industrial manufacturing scenarios [2]. Group 3: Industry Insights - According to CITIC Securities, 2025 is expected to be the year of mass production for embodied intelligent robots, indicating a deep integration of AI and robotics, which will drive a new industrial revolution [4]. - The development of embodied intelligent robots is seen as a core driver for global manufacturing upgrades and social governance changes, with Huawei positioned as a leading technology company to enhance product technology and market channels for these robots [4].