KP TECH.(SZ:300907) 机器人大讲堂·2025-11-28 13:35Group 1: Company Developments - UBTECH Robotics secured a contract worth 143 million yuan for a humanoid robot data collection and training center project in Jiujiang, Jiangxi, further solidifying its leading position in the industrial humanoid robot application field [1][3] - Kangping Technology announced plans to acquire 51% of Suzhou Lingchen Collection Computer Co., Ltd. for 264 million yuan, aiming to enhance its capabilities in the industrial robot sector through integration of technologies [7][9] - Apptronik completed a strategic financing round of 331 million USD, raising its valuation to 5 billion USD, with funds directed towards accelerating the production and commercialization of its Apollo humanoid robot [10][12] Group 2: Industry Insights - The National Development and Reform Commission addressed concerns regarding a "bubble" in the humanoid robot sector, emphasizing the need for a balance between speed and sustainability in the industry, with over 150 companies currently involved [4][6] - A company in Hubei province purchased insurance for two humanoid robots, marking the first instance of "embodied intelligent robot body loss insurance" in the region, indicating a growing risk management framework in the robotics industry [13][15]