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]

近日，优必选自主研发的人形机器人 Walker 最强大脑——百亿参数基座的多模态大模型：优必选 Thinker ，在 机器人感知与规划领域三大国际权威基准测试——分别由微软、谷歌等发起与提出的 MS COCO Detection Challenge 、 RoboVQA 与 Egoplan-bench2 中，针对二十一个场景、四大类型的任务规划等命题，优必选一举 斩获四项全球榜单第一。榜单吸引了来自英伟达、北京智源研究院、上海 AI Lab 等全球顶尖团队，角逐激烈。优 必选这次取得的成绩不仅体现了其机器人在复杂环境感知、语义理解与长程任务规划方面的全方位技术领先性， 也标志着人形机器人 Walker S 系列的"最强大脑"实现关键进化。 多模态感知+强推理规划 赋能工业场景规模化应用 在智能化浪潮席卷全球的当下，人形机器人的规划能力已成为关键竞争维度之一。传统机器人系统依赖预设指令 执行任务，难以应对高度动态、多变的现实场景。而本次三大基准测试的核心，正是针对人形机器人在复杂环境 中的多模态感知和推理规划能力进行系统化验证。 MS COCO detection challenge 由微软发起，是计算机视觉领域 ...

智通财经APP获悉，优必选(09880)高开逾6%，截至发稿，涨6.38%，报110港元，成交额7935.4万港 元。 目前，优必选已与比亚迪、东风柳汽、吉利汽车、一汽-大众青岛分公司、奥迪一汽、北汽新能源、富 士康、顺丰等新能源汽车制造、3C制造、智慧物流等领域的知名企业合作，工业人形机器人Walker S系 列进入全球最多工厂实训。 消息面上，9月3日，据优必选官微消息，继7月斩获近亿元的全球人形机器人企业最大单笔订单后，优 必选再次刷新纪录，获得某国内知名企业2.5亿元具身智能人形机器人产品及解决方案采购合同，该合 同以人形机器人Walker S2(具备自主热插拔换电系统)为主，优必选将在今年内启动该合同交付。这也是 截止目前全球人形机器人最大的合同。 据公开数据统计，截止目前，优必选Walker系列人形机器人已获得近4亿元合同(含H1已交付近5000万元 人形机器人订单)，这其中还不包括今年3月优必选与北京人形机器人创新中心联合推出的全尺寸科研教 育人形机器人天工行者的订单。 ...