Core Viewpoint - Cloudwise Technology (01037) saw a significant increase of 17.86%, reaching HKD 0.99, with a trading volume of HKD 12.2876 million, following the announcement of a strategic cooperation memorandum with UBTECH regarding humanoid robots [1] Group 1: Company Developments - Cloudwise Technology's wholly-owned subsidiary, Cloudwise (Shenzhen) Technology Co., Ltd., has signed a memorandum of understanding with UBTECH for potential strategic cooperation in humanoid robot business [1] - Under the memorandum, Cloudwise Shenzhen will handle global sales, marketing, and after-sales service for UBTECH's humanoid robot products, while UBTECH will focus on research, production, technical support, and product upgrades [1] - This division of labor creates a precise complementarity of "R&D production + market service" [1] Group 2: Industry Insights - UBTECH is one of the few companies globally with full-stack technical capabilities in humanoid robots, holding the highest number of effective patents in this field [1] - UBTECH's subsidiary, UQI, has signed a procurement contract with Tianqi Automation Engineering Co., Ltd. for the purchase of industrial humanoid robots from the Walker S series, totaling RMB 30 million, to be delivered by December 31, 2025 [1] - Including this order, UBTECH's Walker series humanoid robots have secured contracts worth nearly RMB 430 million, with approximately RMB 50 million of humanoid robot orders delivered in the first half of the year [1]

Core Viewpoint - Cloudwise Technology (01037) saw a significant increase of over 17%, currently trading at 0.99 HKD with a transaction volume of 12.2876 million HKD, following the announcement of a strategic cooperation memorandum with UBTECH regarding humanoid robots [1] Group 1: Company Developments - Cloudwise Technology's wholly-owned subsidiary, Cloudwise (Shenzhen) Technology Co., Ltd., has signed a memorandum of understanding with UBTECH for potential strategic cooperation in humanoid robot business [1] - Under the memorandum, Cloudwise Shenzhen will handle global sales, marketing, and after-sales service for UBTECH's humanoid robot products, while UBTECH will focus on product R&D, production, technical support, and product upgrades [1] - This division of labor creates a precise complementarity of "R&D production + market service" [1] Group 2: Industry Insights - UBTECH is one of the few companies globally with full-stack technical capabilities in humanoid robots, holding the highest number of effective patents in this field [1] - UBTECH's subsidiary, UQI, has signed a procurement contract with Tianqi Automation Engineering Co., Ltd. for the purchase of industrial humanoid robots from the Walker S series, totaling 30 million CNY, to be delivered by December 31, 2025 [1] - Including this order, UBTECH's Walker series humanoid robots have secured contracts worth nearly 430 million CNY, with approximately 50 million CNY already delivered in the first half of the year [1]

Core Viewpoint - UBTECH's humanoid robot Walker has achieved significant advancements with its self-developed multimodal large model, Thinker, which has excelled in three major international benchmark tests, showcasing its leading capabilities in complex environment perception, semantic understanding, and long-term task planning [2][4]. Group 1: Benchmark Achievements - UBTECH's Thinker model ranked first in four global leaderboard categories across three authoritative benchmark tests: MS COCO Detection Challenge, RoboVQA, and Egoplan-bench2, competing against top teams from NVIDIA, Beijing Academy of Artificial Intelligence, and Shanghai AI Lab [2][4]. - The MS COCO Detection Challenge is recognized as a key evaluation standard in the computer vision field, while RoboVQA and Egoplan-bench2 focus on reasoning and task planning from a robot's perspective [4][5]. Group 2: Technical Innovations - The Thinker architecture integrates several key technological innovations, enhancing the humanoid robot's perception and reasoning capabilities, laying the groundwork for large-scale applications in industrial settings [6]. - A self-developed visual encoder based on ViT and Co-DETR detection head has been utilized to improve environmental perception, significantly enhancing the robot's ability to recognize objects and obstacles in complex environments [7]. - The large-scale parameter architecture of Thinker, with billions of parameters, enables robust semantic understanding, allowing the robot to accurately capture environmental details and comprehend task instructions [7]. - Temporal enhancement algorithms and reinforcement learning methods have been employed to improve long-term task planning, enabling the robot to autonomously decompose complex processes in real-time [7]. Group 3: Industrial Application Strategies - The strategy of "building general foundational capabilities + fine-tuning for industrial scenarios" is crucial for advancing multimodal large models towards practical applications, facilitating stable and efficient deployment of humanoid robots on production lines [9][11]. - The model has been trained on over 2 million video data and fine-tuned with a large industrial dataset, significantly improving the robot's understanding accuracy and decision reliability in industrial environments [11][12]. Group 4: Future Development and Collaboration - UBTECH aims to build an open and collaborative application ecosystem for humanoid robots by gradually open-sourcing valuable industrial datasets and foundational large models, enabling developers to enhance efficiency in various new scenarios [14].

Core Viewpoint - UBTECH Robotics has secured a significant procurement contract worth 250 million yuan for humanoid robot products and solutions, marking the largest contract in the global humanoid robot sector to date [1] Group 1: Financial Performance - UBTECH's stock opened over 6% higher, currently up 6.38% at 110 HKD, with a trading volume of 79.354 million HKD [1] - The company has achieved nearly 400 million yuan in contracts for its Walker series humanoid robots, including approximately 50 million yuan in orders delivered in the first half of the year [1] Group 2: Contracts and Partnerships - The recent contract is with a well-known domestic enterprise and focuses on the Walker S2 humanoid robot, which features an autonomous hot-swappable battery system [1] - UBTECH has established collaborations with prominent companies in various sectors, including BYD, Dongfeng Liuzhou Motor, Geely, FAW-Volkswagen, Audi FAW, BAIC New Energy, Foxconn, and SF Express, integrating its industrial humanoid robots into numerous factories globally [1]