（编辑 袁冠琳） 证券日报网讯 天奇股份11月11日在互动平台回答投资者提问时表示，优奇智能致力于"打造基于无人车 和人形机器人的端到端无人化物流体系"。在今年10月召开的CeMATASIA2025上，优奇智能通过人形机 器人WalkerS2、无人物流车Chitu赤兔α与Wali瓦力家族顶升移动机器人、无人叉车、料箱移动机器人等 无缝协作，形成覆盖"仓储-分拣-搬运-配送"四大核心场景的室内外一体化无人物流闭环，完成全栈式无 人物流2.0的升级进化。具体详见可参照UQI优奇微信公众号相关内容。 ...

Group 1 - The core viewpoint of the articles highlights the increasing collaboration and orders in the robotics industry, particularly focusing on embodied intelligent robots and their applications in various sectors [1][3][4] - Zhiyuan Robotics has announced a partnership with Longqi Technology, involving a multi-million yuan order for the Zhiyuan Spirit G2 robot framework, with plans to deploy nearly 1,000 units primarily in flat panel production lines [1] - Yuanli Unlimited has signed a strategic cooperation agreement with Shihua Cultural Tourism Holdings, amounting to 260 million yuan, to develop intelligent scenic spots, marking a shift from experimental phases to scalable commercial applications in embodied intelligence [3] Group 2 - The robotics industry has seen multiple large-scale humanoid robot orders in recent months, including a strategic cooperation between Shenzhen Huizhi and Zhiyuan Robotics for over 1,000 units worth nearly 500 million yuan, and a 250 million yuan contract from UBTECH for humanoid robot products [3] - Despite the surge in order amounts, the delivery pace remains cautious, with initial small batch deliveries to test effectiveness and optimize technology before scaling up [4] - This cautious approach reflects both buyers' desire to assess return on investment and robotics companies' need to refine their technology through real-world testing [4]

Group 1 - The core viewpoint of the articles highlights the strong performance of the Hong Kong stock market, particularly in the robotics sector, driven by significant orders and potential growth in AI technology [1][2] - UBTECH Robotics secured a 250 million yuan order for humanoid robots, indicating strong demand and growth potential in the humanoid robotics market [1] - The Hang Seng Technology Index ETF is currently undervalued, with expectations of a rebound due to continuous inflow of southbound funds and a potential new round of interest rate cuts in the US [2] Group 2 - The robotics industry in China is expected to experience a wave of growth by 2025, supported by a complete supply chain and a strong workforce of skilled technicians and engineers [1] - The ongoing "anti-involution" policies and Alibaba's better-than-expected earnings report may lead to a revaluation of the Hong Kong tech sector, shifting focus back to AI narratives [2] - The technology sector in Hong Kong is anticipated to benefit from a "catch-up" rally as external liquidity improves and market conditions become more favorable [2]