“人形机器人第一股”，再度融资超24亿港元！

Core Viewpoint - UBTECH Robotics, known as the "first humanoid robot stock," has conducted its largest share placement financing since its IPO, raising approximately HKD 24.7 billion for business operations and development [1] Group 1: Financing Activities - UBTECH has completed its fifth share placement since going public, with the latest placement of 30.155 million new H-shares priced at HKD 82 per share, raising a total of approximately HKD 24.7 billion [1][3] - The total amount raised from all five placements exceeds HKD 45.38 billion (approximately RMB 41.46 billion), indicating a strong demand for capital to support business expansion [4] - The previous four placements raised over HKD 20 billion, with specific allocations for business operations, development, and repayment of credit obligations [3][4] Group 2: Business Expansion and Orders - UBTECH recently secured the largest single procurement order in the humanoid robot industry, valued at approximately RMB 90.51 million, indicating strong market demand [7] - The company has reported a total revenue of RMB 1.305 billion for 2024, a year-on-year increase of 23.65%, despite a net loss of RMB 1.124 billion [7] - UBTECH's humanoid robots, including the "Tian Gong Xing Zhe," have received over 100 orders since their launch, with expectations to deliver over 300 units in the education and research sector this year [7][8] Group 3: Future Projections - The company plans to deliver 500 units of the new industrial humanoid robot WalkerS2 by 2025, with a long-term goal of producing 1,000 units [8] - Analysts suggest that the humanoid robot industry is entering a critical phase of commercialization, with expectations for significant growth in deliveries by 2026 and beyond [8]