Group 1 - The core point of the news is that UBTECH Robotics is making a significant move to re-enter the A-share market by acquiring a controlling stake in Fenglong Co., with a total transaction value of 1.665 billion RMB [1] - UBTECH will acquire 65.5299 million shares, representing 29.99% of Fenglong's total share capital, at a price of 17.72 RMB per share, which is a 10% discount compared to the last trading price before suspension [1] - After the share transfer, UBTECH plans to launch a partial tender offer for an additional 28.45 million shares, amounting to 13.02% of Fenglong's total shares, at the same price of 17.72 RMB per share [1] Group 2 - UBTECH was listed on the Hong Kong Stock Exchange on December 29, 2023, and has secured nearly 1.4 billion RMB in orders for humanoid robots this year [2] - The company is set to begin mass production of its Walker S2 humanoid robot by November 2025, targeting applications in various industries such as automotive manufacturing and smart logistics [2] Group 3 - Yushun Technology and Zhiyuan Robotics are also eyeing the A-share market, with Yushun having completed its transformation into a joint-stock company and starting its IPO guidance process [3][4] - Zhiyuan Robotics, founded in February 2023, is pursuing a more complex route to market entry by acquiring a controlling stake in a listed company, with a valuation of 15 billion RMB [5] - Zhiyuan Robotics has developed a full-stack technology for robots, covering various commercial applications, and has recently completed a share transfer to gain control of a listed company [6][7] Group 4 - Cloud Deep, another player in the robotics sector, has submitted its IPO guidance filing and recently completed a C-round financing of over 500 million RMB, bringing its total financing to over 1 billion RMB [9][10][11] - The company focuses on the research, production, and sales of quadruped and humanoid robots, with significant backing from various investment institutions [9][10]

Core Viewpoint - Hangzhou Yundongchu Technology Co., Ltd. has completed its IPO counseling registration with the Zhejiang Securities Regulatory Bureau, with CITIC Securities as the counseling institution [1] Company Overview - Yundongchu was established in November 2017, focusing on the research, production, sales, and service of quadruped robots, humanoid robots, and core components [4] - The company has developed products such as the quadruped robot "Jueying" series, wheeled robot "Shanmao," and humanoid robots "DR01" and "DR02" [4] - The founding team originates from Zhejiang University, with founder Zhu Qiuguo holding a direct stake of 16.39% and indirect control of 10.74%, totaling 32.60% control with his co-shareholder Li Chao [4] Financing and Investment - Since its angel round investment in 2018, Yundongchu has accelerated its financing pace, completing a nearly 500 million yuan Series C round in July 2023 [4] - The Series C round was led by China Merchants International and Huaxia Fund, with participation from strategic investors like China Telecom and China Unicom, as well as follow-on investments from existing shareholders [4] Commercialization and Growth - Zhu Qiuguo has indicated that Yundongchu's revenue is expected to grow by over 100% in 2024 compared to 2023 [4] - The company aims to achieve a robot shipment volume of 10,000 units by 2025 and has already entered markets in the Asia-Pacific, Middle East, and Europe and the United States [4] IPO Progress - Yundongchu is the third company among the "Hangzhou Six Little Dragons" to initiate the IPO counseling process, following Qunhe Technology and Yushu Technology [3] - Yushu Technology completed its domestic IPO counseling in just four months, indicating a potentially expedited process for Yundongchu [3]

2.银河通用机器人宣布与百达精工（603331）达成战略合作，双方将围绕工业精密制造开展具身智能机 器人规模化深度应用，在百达精工及其生态体系内部署超1000台银河通用机器人，银河通用也将引入百 达精工在核心零部件领域的技术成果。 【市场复盘】 本周二(12月23日)，科创人工智能ETF华夏(589010)上涨0.15%，在市场震荡调整的背景下展现出良好韧 性，跑赢标的指数。持仓股方面，龙头股表现亮眼，寒武纪-U强势领涨近4%，奇安信-U涨超2%，乐鑫 科技、芯原股份等个股跟涨，有效对冲了部分中小市值个股回调的压力。流动性方面，全天成交额突破 6200万元，交投活跃，资金承接力度较强。机器人ETF(562500)小幅下跌0.74%，报0.945元，处于日内 关键支撑位附近进行技术性盘整。尽管盘面震荡，但持仓股亮点频现，快克智能（603203）、科瑞技术 （002957）双双逆势涨停，显示板块内部结构性行情依然火热。机器人ETF近两日连续获得大额资金净 流入，合计"吸金"近2.9亿元，最新单日净流入高达1.56亿元。在市场调整之际，聪明资金正加速进场捡 拾廉价筹码，成交额维持在7.25亿元的高位，流动性充裕。当 ...

会上，广州市新职业开发试点基地揭牌仪式备受瞩目。该基地的落地标志着湾区新职业开发迈入标准 化、体系化新阶段，将实现企业技术需求向职业标准、院校教学资源向实训课程、人才成长路径向产业 岗位的精准转化，成为校企协同育人的重要枢纽。 "科产教融合实践教学基地"与"校外教学实践基地"授牌同步进行。广州城建职业学院、电子科技大学中 山学院、广东女子职业技术学院、广州铁路职业技术学院为合作企业授牌，构建"三方一体、共生共 荣"的创新合作模式，让创新成果快速落地，让专业人才精准适配产业需求；韩山师范学院、中山职业 技术学院、广东外语艺术职业学院、广东轻工职业技术大学、茂名职业技术学院、广州职业技术大学、 广州华商职业学院为企业授牌，打造"聚焦核心、精准对接"的人才深耕平台。 南都讯 日前，以"面向未来：构建人工智能&具身智能机器人实践教学与人才培养新体系"为主题的粤港 澳大湾区人工智能&具身智能机器人产学研论坛在广州举办。本次论坛汇聚政、校、企等各界力量，通 过专题分享、解决方案发布、圆桌对话、签约合作等多元形式，搭建起"产、学、研、用"高效对接平 台，为大湾区智能产业高质量发展注入强劲动能。 在签约环节，多项重磅合作落地 ...

作者 | 周智宇 编辑 | 张晓玲 电池巨头正密集切入机器人赛道。 华尔街见闻获悉，亿纬锂能在12月22日宣布投资10亿建设钠电总部，同步规划建设了建面约5万平方米 的金源机器人AI中心。该机器人中心将覆盖机器人从研发、试制、中试到总装的量产全流程。亿纬锂 能金源机器人研究所所长肖罡透露，预计明年机器人将下产线并出海。 这家市值千亿的锂电巨头，正在试图撕掉单纯"能源供应商"的标签，杀入机器人这条万亿赛道。 在传统锂电产线中，为了适应人的操作和安全需求，产线往往长达数百米，且需配备完善的温控、消防 和通道设施。但在亿纬锂能的构想中，机器人的引入将彻底重构工厂形态。 眼下，机器人赛道激战正酣。从"小墨"在宁德时代工厂上岗，到比亚迪投资优必选与智元，锂电巨头们 正以不同的姿态跨界而来。在新能源车企"内卷"加剧的当下，这不仅是一场关于技术的军备竞赛，更是 一场关于未来制造主导权的争夺。 在外界看来，电池厂做机器人，最顺理成章的路径是做"机器人的心脏"——电池。但亿纬锂能此次的动 作，超出了供应链的范畴。 肖罡对华尔街见闻表示，公司在机器人生态中将扮演三个角色：一是核心零部件供应商（包括电池和 AI部件）；二是整机集成 ...

宁波华翔（002048）12月23日晚公告，公司下属子公司——宁波华翔启源科技有限公司(以下简称"华翔 启源")于2025年12月23日与国内某头部机器人关节厂商(以下简称"客户")签订了《机器人关节委托生产 合同》，基于双方资产、团队及其他资源，华翔启源将在未来两年内为其生产制造部分机器人关节产 品，以满足其市场需求。公司将按照客户要求，在规定的时间内完成上述产品的生产制造。 值得一提的是，2025年5月8日，宁波华翔曾与象山县工业投资集团有限公司、上海智元新创技术有限公 司基于资源共享、优势互补的原则，在宁波象山签订《战略合作协议》，拟在合资公司组建、机器人装 配、供应链、场景、基金投资、海外业务拓展等方面加强合作，共同打造具身智能机器人生态体系。 宁波华翔彼时公告，公司将依托在汽车零部件领域的先进制造经验以及全球化布局，通过战略合作深度 参与垂直应用场景的具身智能机器人产业链，同时，借助具身智能机器人的训练应用和产业赋能，长期 来看，有助于进一步提升公司的运营效率，优化成本结构。 据企查查，华翔启源成立于2025年6月12日，经营范围包含：一般项目：智能机器人的研发；软件开 发；服务消费机器人销售；智能 ...

Industry Information - China's first batch of L3 autonomous driving models has received approval for road testing in designated areas of Beijing and Chongqing, marking a significant step towards commercial application [9] - EVE Energy has achieved mass production of large cylindrical batteries, with over 60,000 units installed, showcasing high energy density and production efficiency [11] - CATL and Chuanhua Group have signed a strategic cooperation agreement to promote green transformation and intelligent upgrades in the industry [11] - The Central Economic Work Conference has outlined six key tasks related to the automotive industry for 2026, emphasizing domestic demand, innovation, and green transformation [12] - The report indicates that the Beijing-Tianjin-Hebei region has become a significant base for new energy and intelligent connected vehicles, with a projected production of 2.85 million vehicles in 2024, including 676,000 new energy vehicles [17] Policy Information - Jilin Province has announced the cessation of subsidies for charging infrastructure construction and operation, effective January 1, 2026 [28][29] - The Guangzhou government has launched a second round of automotive consumption promotion activities, allocating an additional 300 million yuan for subsidies [33] Company Information - BYD's sales of assisted driving models exceeded 310,000 units in November, covering various models equipped with advanced driving systems [39] - NIO has announced a battery doubling plan, with over 2,600 new battery packs already invested, aiming to meet the growing demand for battery swapping [38] - Changan Automobile's subsidiary, Deep Blue Automotive, plans to raise approximately 6.122 billion yuan through a capital increase [37] - Xiaomi has opened its MiMo-V2-Flash large model, which is designed for AI applications, showcasing significant advancements in performance [40] - China FAW is accelerating the mass production of solid-state batteries, expected to debut in high-end Hongqi models by the end of 2027 [41]

阿维塔今年11月底向港交所提交上市申请书，联席保荐人为中信证券、中金公司（601995）。 "对于阿维塔来说，融资并不是最重要的目的，阿维塔现金流很健康。"近日阿维塔科技总裁陈卓在接受 新京报贝壳财经等媒体采访时表示，赴港上市有两个更关键的目标：一是完善公司治理，二是丰富激励 手段。 陈卓表示，阿维塔现在要面向新汽车，做出新的概念，某种程度上就是要让汽车变得越来越像机器人， 阿维塔希望把车做出机器人的感觉。 企业发展要更规范化 新京报贝壳财经：赴港IPO(首次公开募股)对阿维塔的意义是什么？ 陈卓：融资并不是阿维塔赴港IPO最重要的目的。阿维塔现金流很健康，赴港上市有两个更关键的目 标。一是完善公司治理。通过上市去适应合规性要求，让阿维塔的公司治理再上一个台阶。二是丰富激 励手段。争取在人才吸引、薪酬结构上找到市场化解决方案，支持未来长期竞争。 新京报贝壳财经：阿维塔如何应对估值逻辑变化带来的挑战？ 陈卓：盈利是资本最看重的。不是说资本市场不认同新概念、新汽车、新技术以及新智能等，而是资本 市场在前期估值时已经将这些因素考虑进去了。 第二，技术是第一要素，要让技术推动产业和生活方式改变，所以品牌赋能一定要打开 ...

// 热点头条 // 1. 英伟达：计划明年2月中旬向中国运送5000至1万个H200芯片模组，同时GB300 AI服务器机柜明年出货量预计达5.5万台，同比增长129%，微软、Meta 等巨头为主要客户。 2. 派拉蒙：修改对华纳兄弟探索公司的收购要约，维持每股30美元现金报价，新增甲骨文董事长拉里·埃里森404亿美元个人财务担保，并将监管反向终止 费从50亿美元提高至58亿美元，以期击败奈飞的竞争性报价。 3. 谷歌母公司Alphabet：将以47.5亿美元现金加承担债务方式收购大型可再生能源项目开发商Intersect，以推动美国能源创新。收购包括多个处于开发或建 设阶段的千兆瓦级能源及数据中心项目，交易完成后Intersect将继续独立运营。 4. 万科：万科20亿元债券展期方案再次被否。最新表决结果显示，已于12月15日到期的"22万科MTN004"展期方案仍未获得债券持有人同意，不过万科争 取到将宽限期延长至30个交易日的成果，该中期票据在2026年1月28日前不构成违约。 // 大中华地区公司要闻 // 1. 南山铝业：拟斥3亿-6亿元回购公司股份。 2. 华夏幸福：公告称董事会对平安人寿临时提 ...

根据华翔启源与大寰机器人签订的主要合作内容，双方就华翔启源及华翔启源客户机器人产品需求的特 定六自由度灵巧手产品开展相关的开发和量产方面的合作，其中大寰机器人负责产品设计及开发验证， 伺服电缸模组，华翔启源负责灵巧手方案确认、量产组装及甲方客户销售。 据宁波华翔彼时公告，公司将依托在汽车零部件领域的先进制造经验以及全球化布局，通过战略合作深 度参与垂直应用场景的具身智能机器人产业链，同时，借助具身智能机器人的训练应用和产业赋能，长 期来看，有助于进一步提升公司的运营效率，优化成本结构。 宁波华翔表示，华翔启源以"推动智能机器人普惠千行百业"为使命，自其成立以来专注于智能机器人的 制造，通过本次战略合作，华翔启源将进一步深化机器人产业链建设，加快实现"硬件制造解决方案服 务商"的愿景目标。本协议对公司2025年度经营业绩不构成重大影响，对公司未来经营业绩的影响将视 具体业务的推进和实施情况而定。本次合作系公司主营业务的战略延伸，不会导致公司主营业务、经营 范围发生变化，对公司独立性没有影响。 宁波华翔（002048）12月22日晚公告，公司子公司宁波华翔启源科技有限公司(以下简称"华翔启源")与 深圳市大寰机器 ...