当地时间2026年1月6日，全球消费电子领域的顶级盛会 —— 国际消费电子展(CES 2026)在美国拉斯维 加斯盛大启幕，这场被誉为"全球科技春晚"的盛会以空前规模与深度创新，勾勒出科技产业的未来图 景。展会吸引了超过155个国家和地区的数千家企业参展，汇聚了来自全球的上万名顶尖专家、行业代 表。今年CES的核心主题是"以人为本"的AI实际应用，让人工智能技术真正融入消费者的日常生活，叙 事更加清晰聚焦——AI已从炫酷的"附加功能"，深度内化为产品定义、交互逻辑与生态构建的核心引 擎。 作为2025年12月30日登陆港交所主板的全球AI具身家庭机器人第一股(6600.HK)，卧安机器人 (OneRobotics)携家庭场景落地的人形具身机器人onero H1、全球首款AI网球机器人Acemate、AI陪伴机 器人Kata Friends等全矩阵重磅参展，凭借硬核实力斩获多项国际权威奖项。此次亮相不仅是公司香港 上市后的全球首秀，更以"自主决策 + 场景落地"的核心优势，打破行业"炫技式"发展惯性，向全球传递 中国创新的务实力量，重新定义AI具身家庭机器人的价值标准。 在展区，卧安机器人向全球首次发布了卧安o ...

Core Viewpoint - The article highlights the recent announcement by the Beijing Cyberspace Administration regarding the registration of generative AI services, specifically noting the successful registration of the AI model "Zhiwa" developed by Turing Robot (Beijing Guangnian Infinite) for the education sector [1][4]. Group 1: Registration Details - Four new entities have been registered for generative AI services, including Turing Robot's "Zhiwa" [1][2]. - The registration details include the model names, registration units, and corresponding registration numbers for each entity [2]. Group 2: Zhiwa AI Model - The "Zhiwa" AI model is built on a vast amount of high-quality educational data, enabling applications in personalized education and emotional companionship [4]. - The company plans to comply with the "Artificial Intelligence Generated Content Identification Measures" by adding identification for generated content, ensuring high-quality AI educational services [4]. Group 3: Company Overview - Beijing Guangnian Infinite (Turing Robot) is a leading AI embodiment intelligence research and development company, with a mission to provide personalized AI robots for everyone [6]. - The company's core products include the Turing Robot development platform, Turing OS for AI hardware, and Turing Smart Learning, which serves over 200,000 students in K12 education [7].

好好! 2026 VA PY NEW YEAR (0) (元) 品 0 D 启 (自) 2026 / 01 / 01星期四 安 新 章 新岁序开 共赴新程 图灵AI智学项目加速推进，今年新走进 16所 学校& 12间 校外AI自习室，覆盖北京、上海、天津、西安、南宁、南昌、上饶等城市；图灵AI精准学系统 服务超过 10000名 学生。 图灵AI智学通过领先的AI智能教育产品和技术成功融入课堂教学，已推动AI因材施教，助力教育公平。 过去一年，我们步履坚实，在技术创新与场景赋能的道路上稳步前行，收获了诸多认可。 图灵机器人｜荣誉加持，彰显品牌硬实力 北京光年无限（图灵机器人）凭借深耕行业的扎实探索， 成功入选《2025 AI 赋能教育行业发展趋势报告》优秀企业案例 ，并 荣登2025年度北京市信用 领跑企业名单 ； 这些认可，是肯定，更是前行的动力。 TuringOS｜技术迭代，夯实智能根基 图灵AI硬件开发平台，基于新大模型全面升级，全面提升交互体验与场景适配能力，为各类AI硬件/机器人产品与服务注入更强大的内核； 全年搭载图灵AI的AI具身硬件/机器人出货量超过 2200万台 ；其中AI玩具、AI故事机、A ...

Core Viewpoint - Woan Robotics has officially listed on the Hong Kong Stock Exchange as the "first stock of AI embodied home robots," marking a significant milestone in the industry [2][3]. Company Overview - Woan Robotics issued a total of 22,222,300 H shares in its IPO, with a subscription rate of 254.5 times for the Hong Kong public offering and 8.9 times for international offerings, raising over 700 million HKD from top institutional investors [2]. - The company achieved a market capitalization exceeding 16.4 billion HKD on its first trading day, with shares closing at 73.85 HKD each [3]. Product and Market Position - Woan Robotics is recognized as the largest provider of AI embodied home robot systems globally, focusing on the application of embodied intelligence technology in home scenarios [6]. - The company has established a product matrix centered around enhanced execution robots and perception and decision-making systems, serving over 3.56 million registered users of the SwitchBot App and connecting over 11 million devices [6]. Growth Strategies - The company has successfully developed a second growth curve with sports and companion robots, exemplified by the Acemate AI tennis robot, which has been recognized as a top invention by TIME magazine [8]. - The upcoming H1 humanoid household robot, set to launch in January 2026, aims to address high-frequency household tasks, potentially revolutionizing home labor [10]. Technological Foundation - Woan Robotics has built a comprehensive system from technology research and development to product implementation, mastering key AI technologies such as machine vision control and distributed neural control networks [14]. - The company allocates approximately 20% of its revenue to R&D, with a compound annual growth rate of 34.7% in R&D spending from 2022 to 2024 [14]. Market Potential - The global market for tennis robots is projected to reach 8.27 billion USD by 2029, with a CAGR of 293% from 2025 to 2029, indicating significant growth potential [15]. - The companion robot market is expected to reach 23.23 billion USD by 2031, with a CAGR of 86% from 2024 to 2031, while humanoid robots are forecasted to achieve annual sales of 6 million units by 2035, with a market size exceeding 120 billion USD [16]. Investment and Support - Woan Robotics has received investments from notable firms such as Hillhouse Capital, Source Code Capital, and Ventech, with Hillhouse being the largest cornerstone investor in the IPO [18]. - The company is recognized for its innovative spirit and operational stability, positioning it well for future growth in the rapidly evolving market [19].

（原标题：港交所今日6锣同响，港股2025年IPO收官！） 12月30日，随着6锣同响，英矽智能、卧安机器人、林清轩、美联股份、迅策、五一视界这6家公司同日登陆港股市场，也代表着热闹纷繁的港股 2025年IPO正式收官。 值得注意的是，这一次6家公司同台，既是为2025年港股IPO划上圆满句号，也是5年来首次有6家公司同日上市。 有不少市场人士都戏称："港交所的锣又要不够用了"。据悉，港股市场上一次出现6家和7家公司同日上市，还是在2020年的7月15日和7月10日， 而港交所的巅峰是在2018年7月12日，当时有8家公司同日上市。 交易大堂都快挤不下了 12月30日一早，香港中环的天气格外好，证券时报记者在8时50分抵达港交所交易大堂时发现，现场早已是人潮汹涌，主要都是6家公司的员工以 及相关的中介机构、投资人等，面积巨大的交易大堂内更是快挤不下人了。 证券时报记者在现场看到，6面大锣依次摆放在大厅舞台之上，相比前1天只有1家公司上市时的"从容"，6家公司的集体上市令上市仪式的安排也 分外紧凑。6家公司负责人以及公司邀请嘉宾依次上台，并与港交所行政总裁?陈翊庭一同合影留念，而每家公司负责人的致辞时间也仅有数 ...

值得注意的是，这一次6家公司同台，既是为2025年港股IPO划上圆满句号，也是5年来首次有6家公司同日上市。 有不少市场人士都戏称："港交所的锣又要不够用了"。据悉，港股市场上一次出现6家和7家公司同日上市，还是在2020年的7月15日和7月 10日，而港交所的巅峰是在2018年7月12日，当时有8家公司同日上市。 12 月 30 日，随着 6 锣同响， 英矽智能 、卧安机器人、林清轩、美联股份、迅策、五一视界这 6 家公司同日登陆港股市场，也代表着热 闹纷繁的港股 2025 年 IPO正式收官。 交易大堂都快挤不下了 12月30日一早，香港中环的天气格外好，证券时报记者在8时50分抵达港交所交易大堂时发现，现场早已是人潮汹涌，主要都是6家公司的 员工以及相关的中介机构、投资人等，面积巨大的交易大堂内更是快挤不下人了。 证券时报记者在现场看到，6面大锣依次摆放在大厅舞台之上，相比前1天只有1家公司上市时的"从容"，6家公司的集体上市令上市仪式的 安排也分外紧凑。6家公司负责人以及公司邀请嘉宾依次上台，并与港交所行政总裁陈翊庭一同合影留念，而每家公司负责人的致辞时间也 仅有数分钟。 从6家公司负责人的表态来看， ...

Core Insights - Wan'an Robotics (06600) has officially listed on the Hong Kong Stock Exchange, becoming the first "AI Embodied Home Robot" stock, with a market capitalization exceeding HKD 16.4 billion, making it the most notable new stock in the Hong Kong robotics sector for 2025 [1] - The company is recognized as the largest AI embodied home robot system provider globally, with a subscription rate of approximately 254.5 times for the public offering and about 8.9 times for the international offering, indicating strong market confidence in the potential of the home robotics sector [1] Company Background - The core management team of Wan'an Robotics originates from Harbin Institute of Technology, with co-founders Li Zhichen and Pan Yang having a long history of collaboration since their university days, leading to significant achievements in robotics innovation [2] - Over 18 years, the team has transitioned from academic exploration to commercial breakthroughs, overcoming technical barriers and establishing a global product ecosystem [2] Investment and Support - Notable early investors include Professor Li Zexiang, known as the "father of DJI," and Professor Gao Bingqiang, both of whom are involved in the company's development as non-executive directors [3] - The company has attracted top-tier investment institutions such as Hillhouse, Source Code, and Ventech, with cornerstone investors subscribing over HKD 700 million, accounting for more than 42% of the total offering [3] Technological Advancements - Wan'an Robotics is a technology-driven enterprise, mastering three core AI embodied technologies: AI machine vision control, robot positioning and environment construction, and distributed neural control network technology [4] - The company has a research and development (R&D) team comprising over 50% of its workforce (excluding assembly line workers), with a compound annual growth rate (CAGR) of 34.7% in R&D spending from 2022 to 2024 [4] Product Strategy - The company aims to relieve household chores through its robots, creating a multi-robot ecosystem that includes specialized robots for specific tasks, fitness robots, and emotional support robots [6] - Wan'an Robotics has established a stable product layout with a dual growth curve, focusing on enhanced execution robots and decision-making systems, serving over 3.56 million registered users of the SwitchBot App [6][7] Market Performance - Wan'an Robotics has achieved a compound revenue growth rate of 49% over the past three years, significantly outperforming industry averages, with a projected revenue of CNY 610 million in 2024 and a gross margin of 51.7% [9] - The company has built a global sales network covering over 90 countries, with direct-to-consumer (DTC) channels accounting for nearly 50% of total revenue, reflecting strong market adaptability [9] Future Growth Potential - The company plans to allocate approximately 66.5% of the funds raised from its IPO to enhance R&D capabilities, focusing on key technologies related to AI embodied home robots [10] - Predictions indicate substantial growth in the global markets for tennis robots and AI companion robots, with the tennis robot market expected to reach CNY 8.27 billion by 2029 and the AI companion robot market projected to reach USD 23.23 billion by 2031 [11]

Core Insights - Wan'an Robotics (06600) officially listed on the Hong Kong Stock Exchange on December 30, 2025, becoming the first "AI Embodied Home Robot" stock, with a market capitalization exceeding HKD 16.4 billion, making it the most notable new stock in the Hong Kong robotics sector for 2025 [1][4] Group 1: Company Overview - Wan'an Robotics is recognized as the world's largest AI embodied home robot system provider, as certified by Frost & Sullivan based on retail revenue projections for 2024 [1] - The core management team, including co-founders Li Zhichen and Pan Yang, originated from Harbin Institute of Technology and has been dedicated to robotic innovation since their university days [2][4] - The company has successfully transitioned from a university project to a publicly listed entity, marking a significant evolution in its journey [4] Group 2: Market Reception and Investment - The IPO was met with overwhelming demand, with the Hong Kong public offering being oversubscribed by approximately 254.5 times and the international offering by about 8.9 times, indicating strong market confidence in the potential of the home robotics sector [1] - Notable early investors include prominent figures like Professor Li Zexiang and Professor Gao Bingqiang, along with a roster of top-tier investment institutions such as Hillhouse Capital and Source Code, reflecting strong market endorsement of the founding team [5][6] Group 3: Technological Edge - Wan'an Robotics possesses three core AI embodied technologies: AI machine vision control, robot positioning and environmental mapping, and distributed neural control networks, with over 50% of its workforce dedicated to R&D [7] - The company has achieved a compound annual growth rate (CAGR) of 34.7% in R&D spending from 2022 to 2024, with R&D investments accounting for approximately 20% of its revenue [7] Group 4: Product Strategy and Growth - The company has established a comprehensive product ecosystem, including specialized robots for various household tasks, fitness robots, and emotional support robots, catering to a diverse range of family needs [10] - Wan'an Robotics has successfully launched a second growth curve with sports and companion robots, including the AI tennis robot Acemate and the AI companion robot Kata Friends, which have received significant recognition [11] - A third growth curve is anticipated with the introduction of a humanoid housekeeping robot, set to launch in January 2026, targeting high-frequency household tasks [11] Group 5: Financial Performance - Wan'an Robotics has demonstrated impressive financial performance, with a three-year revenue CAGR of 49%, significantly surpassing industry averages, and a gross margin of 51.7% in 2024, increasing to 54.2% in the first half of 2025 [13] - The company has built a global sales network covering over 90 countries, with direct-to-consumer (DTC) channels accounting for nearly 50% of total revenue, reflecting strong market adaptability [13] Group 6: Future Outlook - Approximately 66.5% of the funds raised from the IPO will be allocated to enhancing R&D capabilities, focusing on key technologies related to AI embodied home robots [14] - The global market for tennis robots is projected to reach RMB 8.27 billion by 2029, with a CAGR of 293% from 2025 to 2029, while the AI companion robot market is expected to reach USD 23.23 billion by 2031, with a CAGR of 86% [15] - Wan'an Robotics aims to leverage its technological innovations to enhance family life and expand its presence in the global smart home ecosystem [15]

Core Insights - The article highlights the successful IPO of Woan Robotics, marking it as the first publicly listed company focused on AI-driven household robots, with a market capitalization exceeding 16 billion HKD [2][6]. Company Background - Woan Robotics was founded in 2015 by a group of Harbin Institute of Technology alumni, including CEO Li Zhichen and CTO Pan Yang, who initially met during a university competition in Shenzhen in 2009 [3][6]. - The company aims to create a comprehensive ecosystem of household robots that can perform various tasks, emphasizing the need for robots to operate seamlessly in home environments without requiring significant modifications [7][9]. Financial Performance - The company reported revenues of 275 million RMB in 2022, projected to grow to 610 million RMB in 2024, reflecting a compound annual growth rate of 49% [8]. - The gross profit for 2022 was approximately 94 million RMB, with a significant increase expected in subsequent years [8]. Market Strategy - Woan Robotics has strategically focused on international markets, particularly in Japan, Europe, and North America, to diversify its revenue streams and reduce dependency on any single market [12][16]. - The company has invested heavily in R&D, maintaining a research and development expense ratio of about 20% to accelerate product development and market entry [12][16]. Investment and Growth - The company has attracted significant investment from various venture capital firms, including Source Code Capital and Hillhouse Capital, which have supported its growth through multiple funding rounds since its inception [12][14]. - Li Zhichen emphasizes the importance of understanding and respecting the unique demands of overseas markets to ensure sustainable business growth [17]. Future Outlook - The founder predicts that household robots will become the next major consumer technology after cars and smartphones, with the potential to create numerous billion-dollar companies [17]. - The company aims to address the complexities of household environments by developing specialized robots that fulfill distinct roles, rather than a single multifunctional robot [17].

作为全球最大的AI具身家庭机器人系统产品提供商，卧安机器人拥有全球领先的AI具身智能技术，完整的智能家庭机器人产品矩阵以及清晰的全球化盈利 路径。资本市场的热烈追捧，既彰显了各路资金对家庭具身智能赛道潜力的战略共识，更是对卧安高成长确定性与稀缺价值的积极定价。 哈工大理科团队掌舵，学界权威×长线资本双重护航 卧安机器人由李志晨与潘阳联合创立，聚焦AI具身家庭机器人系统的自主研发、生产与销售。两位创始人在2007年的哈尔滨工业大学校园相遇成为同窗好 友，彼时的他们怀揣着对机器人技术的纯粹热爱，与哈工大志同道合的伙伴一同钻研机器人创新设计，曾携手斩获2009年ADI大学设计竞赛高级组全国一等 奖等若干国内外大学生机器人设计竞赛奖项。 2025年被视为全球机器人产业发展的关键元年，港股市场也掀起机器人企业的密集上市潮。岁末收官之际，这场资本盛宴迎来了备受瞩目的压轴主角——12 月30日卧安机器人（6600.HK）正式登陆港交所主板，加冕"AI具身家庭机器人第一股"桂冠。 据悉，本次IPO卧安机器人共发行2222.23万股H股，每股发售价73.8港元，募集资金总额约15.44亿港元。市场认购情形火爆，香港公开发售获2 ...