【深圳商报讯】（首席记者 袁静娴）日前，优必选与国际知名投资机构Infini Capital正式签署战略伙伴 合作协议。 国际知名投资机构Infini Capital双总部分别位于阿联酋阿布扎比和中国香港。 双方利用各自优势，还达成多项产业战略合作内容：Infini Capital计划在合适时机增持优必选股票，目 标成为优必选不超过5%持股比例的重要股东；双方联手投资人形机器人上下游产业链，协助优必选打 造生态圈；Infini Capital充分利用之前所投人工智能和机器人产业链企业，协助优必选打造功能更强、 成本更低的人形机器人；同时，协助优必选开拓中东市场，成立中东合资公司，计划在中东建立超级工 厂和研发中心以及中东总部，共同推动中国人形机器人走向世界。 根据合作协议，Infini Capital旗下高新技术基金为优必选提供一笔总额为10亿美元的战略融资授信额 度，融资方式包括参与配售、认购可转债、授予现金提款权等。 ...

Group 1 - Yushu Technology plans to submit an IPO application between October and December 2025, with operational data to be disclosed at that time [1] - In 2024, sales of quadruped robots, humanoid robots, and component products are expected to account for approximately 65%, 30%, and 5% of total sales, respectively [1] - About 80% of quadruped robots are used in research, education, and consumer fields, while the remaining 20% are utilized in industrial applications such as inspection and firefighting [1] Group 2 - xAI has filed a lawsuit against a former employee for allegedly stealing the entire codebase before joining OpenAI [2] - The former employee resigned from xAI on July 28, 2023, and uploaded relevant data to a personal system three days prior to leaving [2] Group 3 - SenseTime has announced that all generative synthesis services provided to the public will include explicit and implicit identifiers to comply with regulatory policies [3] - Users of SenseTime's AI service platform are prohibited from maliciously deleting, altering, or concealing identifier information from AI-generated content [3]

Core Insights - UBTECH Robotics, known as the "first stock of humanoid robots," reported a revenue of 621 million yuan for the first half of 2025, marking a year-on-year increase of 27.5%, while the loss narrowed to 440 million yuan, a reduction of 18.5% [2] - The company's performance is largely supported by its consumer and educational robot segments, which have shown strong growth despite challenges in the industrial robot sector [2][3] Consumer and Educational Business Growth - Revenue from consumer robots and other hardware reached 260 million yuan, up 48.9% year-on-year, accounting for 41.8% of total revenue, making it the largest business line for the first time [3] - The educational robot segment also rebounded, generating 240 million yuan in revenue, a 48.8% increase, driven by the establishment of standardized AI education bases and the expansion of robotics competitions [3] Industrial Robot Sector Challenges - The industrial robot segment faced difficulties, with logistics robot revenue declining by 5.7% to 56.16 million yuan, and custom industrial robots down 29.8% to 63.8 million yuan [4] - This shift in revenue sources highlights the challenges of commercializing humanoid robots, as the more mature consumer and educational products continue to provide stable cash flow [4][5] R&D Investment and Financial Strategy - UBTECH invested 218 million yuan in R&D, representing 35.1% of its revenue, indicating a strong commitment to innovation [6] - The company has seen a significant drop in government subsidies, from 35.8 million yuan in the previous year to 4.6 million yuan, emphasizing the need for improved self-sustainability [6] Technological Advancements and Future Plans - Despite short-term pressures, UBTECH continues to innovate, with the new Walker S2 robot achieving rapid battery swapping capabilities, potentially enabling continuous operation in industrial settings [7] - The company has signed a small-scale procurement contract for industrial humanoid robots, although details on the contract's value remain undisclosed, indicating ongoing challenges in scaling production [7] Cost Management and Strategic Shift - UBTECH has successfully reduced sales and management expenses as a percentage of revenue, from 47.9% and 44.1% to 36.0% and 29.8%, respectively [8] - The company is shifting towards a platform-based strategy, aiming to standardize its offerings and reduce costs by developing modular technologies for various applications [8]

最近在寒武纪上大赚，使得牛散章建平颇受市场关注。 根据半年报，截至今年6月末，章建平的名字出现在9家A股上市公司的前十大流通股东名单中，合计持股市值达50.96亿元。其重点布局了AI产业链、机 器人产业链、新能源等板块。 9月2日午后，机器人概念股强势拉涨。章建平二季度新买进的浙江荣泰、龙溪股份、嵘泰股份等涨停，汉威科技大涨11.50%，宁波华翔上涨6.87%。记者 留意到，章建平持有的多只个股今年以来涨幅超过200%、100%，表现抢眼。 但业内人士提醒，知名投资人的持仓不具有借鉴意义，而且定期报告披露具有滞后性，我们关注到相关股票的表现，更要关注背后存在的投资风险，切 莫"抄作业"、追高买入。 | | | | 章建平2025年二季度末持仓标的 | | | | | --- | --- | --- | --- | --- | --- | --- | | 证券简称 | 期末参考市值 | 持股数量 | 持股数量变动 | 9月2日涨 | 三季度以来 | 2025年以来 | | | (亿元) | (万股) | | 跌幅% | 涨跌幅% | 涨跌幅% | | 寒武纪-U | 36.61 | 608.63 | 不变 | ...

Market Overview - The market experienced fluctuations with the ChiNext index leading the decline, while the total trading volume in the Shanghai and Shenzhen markets reached 2.87 trillion yuan, an increase of 125 billion yuan compared to the previous trading day [1] - Over 4,000 stocks in the market saw declines, with sectors such as banking, precious metals, robotics, and oil showing the most significant gains [1] Industry News - The "High-Quality Standard System Construction Plan for Industrial Mother Machines" was officially issued by two departments, leading to a surge in the industrial mother machine concept stocks, with companies like Hengjin Induction, Huadong CNC, and Bojie Shares hitting the daily limit [1] - The robotics sector also experienced a boost from this news, with Zhejiang Rongtai reaching a historical high and other companies like Top Group, Longxi Shares, and Qin Chuan Machine Tool also hitting the daily limit [1] Company Updates - Kedi Shares announced that its robotics-related business is still in the development stage and will not generate revenue in the short term, which is not expected to significantly impact the company's performance [2] - Seres reported that its August new energy vehicle production reached 43,069 units, a year-on-year increase of 19.38%, while sales were 43,262 units, up 19.57% year-on-year [3] - Junshi Biosciences received approval for clinical trials of its JT118 injection, a "two-in-one" recombinant protein vaccine aimed at preventing monkeypox virus infection, marking a significant development as no such vaccine has been approved in China yet [4]

宇树科技公布最新上市进展。9月2日，经中国证券报记者求证，宇树科技在社交媒体平台发布声明称， 公司正积极推进首次公开募股（IPO）的筹备工作，并预计将于10月至12月间向证券交易所提交上市申 请文件，"届时相关运营数据将正式披露"。 王兴兴在接受中国证券报记者采访时进一步介绍："从出货量的角度，未来几年，全球人形机器人行业 每年翻一番应该是可以保证的，如果有更大的技术突破，未来2到3年，一年出货几十万台甚至上百万台 也有可能。" 人形机器人企业密集融资。7月，星动纪元、云深处相继宣布完成近5亿元融资，星海图、千寻智能、众 擎机器人、逐际动力也官宣融资；6月中下旬，银河通用宣布完成由宁德时代及溥泉资本领投的11亿元 人民币新一轮融资；5月，魔法原子宣布完成数亿元的新一轮战略融资，是半年时间内该公司完成的第 二轮超亿元融资。 人形机器人行业企业资本化进程加速。今年8月，智元机器人宣布已完成新一轮战略融资，由LG集团旗 下的LG电子以及未来资产集团联合投资。此前，智元机器人宣布获得正大机器人战略投资。天眼查信 息显示，截至目前，智元机器人已完成10轮融资，包括此前获得腾讯、京东、比亚迪、上汽、北汽、 TCL等多家产 ...

Group 1 - Shanghai is enhancing support for the research and application of high-performance training, inference, and edge modules in artificial intelligence [1][10] - The Shanghai Municipal Economic and Information Commission aims to strengthen intelligent computing power supply services and accelerate breakthroughs in large-scale intelligent computing clusters [1][10] Group 2 - The "2025 Inclusion·Bund Conference" will take place from September 10 to 13 in Shanghai, featuring prominent figures in the field of artificial intelligence and high-performance computing [2] - Notable attendees include Turing Award winners and industry experts, indicating a strong focus on innovation and investment in technology [2] Group 3 - In August 2025, A-share new account openings reached 2.65 million, marking a year-on-year increase of 165% [3] - This surge in new accounts reflects a significant recovery and growth in market participation compared to previous months [3] Group 4 - Yushu Technology plans to submit its IPO application between October and December 2025, with a focus on quadruped and humanoid robots [4] - The sales distribution indicates that approximately 80% of quadruped robots are used in research, education, and consumer sectors, while humanoid robots are entirely focused on these areas [4] Group 5 - The DRAM industry reported a total revenue of $31.63 billion in Q2 2025, representing a quarter-on-quarter growth of 17.1% [5] - The increase is attributed to rising contract prices and significant growth in shipment volumes, particularly in conventional DRAM and HBM [5] Group 6 - Public funds' mid-year reports for 2025 show significant increases in holdings in the pharmaceutical, banking, and electronics sectors [6] - Notable stocks with increased fund holdings include Shutaishen, Anglikang, and Weichai Heavy Industry, indicating strong investor interest in these companies [6] Group 7 - The Shanghai Stock Exchange series index fund products have nearly reached a scale of 800 billion yuan, reflecting a growth of 48.3% since the beginning of the year [11] - The equity index fund products account for 607.2 billion yuan, with significant contributions from the SSE 50 and STAR 50 index products [11]

Group 1 - The Japanese political turmoil has led to a significant drop in the yen's exchange rate, with the USD/JPY rate rising over 1% [2] - The U.S. government is facing a potential shutdown due to partisan disagreements, with the deadline for funding approaching [2] - Gold prices have surged past $3,500, driven by increased demand for safe-haven assets amid geopolitical risks and expectations of a Federal Reserve rate cut [2] Group 2 - The Chinese yuan experienced a sharp rise followed by a slight correction, with future stability expected as the core goal [3] - The A-share market saw a pullback, particularly in the technology sector, but the overall trend remains upward [3] - Yushutech plans to submit its IPO application between October and December, attracting market attention due to its previous successful funding rounds [3] Group 3 - The UK bond market experienced a significant sell-off, with the 30-year bond yield reaching its highest level since 1998 at 5.68% [4] - Southbound capital has seen a net inflow exceeding HKD 100 billion this year, enhancing the pricing power of the Hong Kong stock market [5] - The "national team" funds have revealed their second-quarter holdings, with notable adjustments in positions, including increased stakes in companies like SF Express [5] - The robotics sector saw a strong rebound in the afternoon, driven by rumors of a leading company meeting with Tesla, although the information remains unverified [5]

9月2日，宇树科技在社交媒体上宣布，预计将在2025年10月至12月期间向证券交易所提交上市申请文 件，届时公司的相关运营数据将正式披露。 其中，约80%的四足机器人被应用于研究、教育和消费领域，而剩余的20%则被用于工业领域，如检查 与消防。人形机器人完全用于研究、教育和消费领域。更多细节将在IPO文件中披露。 7月25日，宇树科技正式发布第三款人形机器人"Unitree R1智能伙伴"，该机器人售价3.99万元起，关节 数量达26个，整机重量约25kg，并集成语音和图像多模态大模型，支持开发与定制。 7月18日，中国证监会官网显示，宇树科技开启上市辅导，辅导机构为中信证券，这表明宇树科技正式 启动IPO。 在商业化进程方面，王兴兴在5月公开表示，宇树科技2025年工业机器人订单量同比增长220%，合同金 额突破12亿元，其中明星产品G1四足机器人贡献60%营收。 在财务表现方面，宇树科技创始人兼CEO王兴兴曾在夏季达沃斯论坛上披露，企业年度营收已突破10亿 元人民币。据投资方透露，宇树科技自2020年以来已连续五年实现盈利，在机器人行业中表现突出。 据披露，宇树科技与智元机器人联合中标中国移动（60094 ...

每经编辑｜陈鹏程 王晓波 1 九三阅兵安排，一图速览 今日上午9时，纪念中国人民抗日战争暨世界反法西斯战争胜利80周年大会将在北京天安门广场隆重举行，其中包括约70分钟的盛大阅兵。（央视新闻） 2 隔夜市场 美股三大指数集体收跌，道琼斯指数跌0.55%，标普500指数跌0.69%，纳斯达克综合指数跌0.82%；大型科技股普跌，英伟达跌近2%，亚马逊、苹果、特 斯拉跌超1%，谷歌、微软小幅下跌。中概股涨跌互现，纳斯达克中国金龙指数涨0.52%；理想汽车涨超4%，理想汽车涨超4%，蔚来涨超3%，阿里巴巴涨 超2%；有道跌超5%，哔哩哔哩跌超3%。 现货黄金涨1.64%，报3532.41美元/盎司，再创历史新高；COMEX黄金期货涨2.42%，突破3600美元，报3601美元/盎司，创历史新高。 国际油价走高，美油主力合约收涨1.56%，报65.62美元/桶；布伦特原油主力合约涨1.39%，报69.10美元/桶。 欧洲三大股指收盘全线下跌，德国DAX指数跌2.29%报23487.33点，法国CAC40指数跌0.7%报7654.25点，英国富时100指数跌0.87%报9116.69点。 3 外交部：对俄罗斯持普通护照 ...