根据协议，预计2026年底至少交付1万台面向家庭康养的具身人形机器人，而港仔机器人将主要负责对 机器人的研发、生产、交付及机器人的具身智能云脑平台与机器人本体的端到端集成。同时订单各方将 分阶段推进项目落地，2025年完成首代产品原型开发，2026年实现5万台量产并追加投资扩大产能。 港仔机器人具备在人形机器人领域的软硬件优势，今年3月份以来，通过引入行业独角兽达闼作为战略 合作方，迅速完成了人形机器人业务布局。 在智能生态领域，其应用场景已覆盖物业、医疗、教育及商业四大场景。今年6月中旬，该公司签约了 美年健康（002044）、丰盛生活服务、天瞳科技及德银天下四家企业战略合作，开启订单驱动的商业化 之路。 在7月初，该公司公告与通宏护卫签订不少于1000台订单采购协议，根据采购合作协议，香港仔机器人 及通宏护卫协定，自采购合作协议日期起两年内，于香港采购具身智能安保机器人的数量将不少于1000 台，合约总额为人民币达3亿元。此次再度收获巨额订单，该公司将受益于订单驱动，业绩持续释放。 实际上，具身智能和人形机器人已成为我国和全球的战略新兴和未来产业，在国家政策支持下，地方政 府纷纷相继出台政策文件，大力扶持 ...

Core Viewpoint - The stock of Guohua (00370.HK) has surged by 15.17% on May 22, reaching a new high, with a share price of HKD 1.67 and a market capitalization of HKD 34.93 billion. The stock has increased over 120% since the beginning of the year, effectively doubling in value [1][2]. Company Developments - Guohua, originally focused on traditional real estate-related businesses such as building contracting and property investment, is now pivoting towards the robotics sector. On March 5, the company announced a partnership with Datar Robotics to establish Hong Kong Zai Robotics, aiming to enter the humanoid robotics field [1][2]. - The company has undergone a name change from Guohua Holdings to Hong Kong Zai Robotics Group Holdings, reflecting its commitment to transformation in the AI and robotics sectors [1][2]. Strategic Partnerships - Hong Kong Zai Robotics has signed a cooperation framework agreement with Daceng Environmental Technology, a subsidiary of the Hong Kong-listed company Fengsheng Life Services (00331.HK), to potentially secure orders for robotic products [2]. - The management's efficient execution of the business adjustment and name change is seen as a driving force behind the company's stock price increase [2]. Industry Outlook - According to research from招商证券, artificial intelligence is a critical area of competition among major nations, with robotics being a key beneficiary. The humanoid robotics sector is expected to see significant growth in the medium to long term [2]. - 国开证券 indicates that the humanoid robotics industry in China is likely to enter a fast track of development due to policy support and technological upgrades [2]. Challenges - Despite the positive outlook, Datar Robotics has faced operational difficulties, including staff reductions and strategic adjustments. The founder has acknowledged these challenges while emphasizing ongoing operations and efforts to secure financing [2]. - There are concerns that the challenges faced by Datar Robotics may impact Guohua's cross-industry development, raising questions about the feasibility of its entry into the high-tech robotics field [2].

Core Viewpoint - The company, 港仔机器人, is actively expanding its humanoid robot business in Hong Kong, showcasing its AI humanoid robots and securing significant partnerships to tap into the local market demand [1][2][3]. Group 1: Business Developments - 港仔机器人 recently showcased its humanoid robot products at the Hong Kong Convention and Exhibition Centre, attracting interest from industry stakeholders and consumers [1]. - The company has formed a strategic partnership with 大成环境科技, which will serve as a core customer for its humanoid robots, leveraging its extensive service offerings in property management and facilities management [2]. - The company has completed the establishment of its humanoid robot ecosystem, both domestically and internationally, within a short period, indicating strong operational capabilities [2]. Group 2: Market Positioning - 港仔机器人的 target markets for humanoid robots include property services, elderly care, health inspection, smart education, and commercial marketing, all of which have existing application scenarios [3]. - The company is well-positioned in the education sector, collaborating with 中科编易 to develop advanced AI educational humanoid robots, benefiting from top-tier research capabilities [3]. - The management's efficient execution and strong confidence in the humanoid robot industry are expected to enhance the company's fundamentals and growth prospects, leading to increased market valuation [3].

凤凰网科技讯（作者/于雷）4月19日，达闼科技与国华集团今日宣布达成战略合作，共同成立港仔机器 人公司，双方将联手进军具身人形机器人领域。4月21日，双方将在北京举行正式媒体见面会，届时国 华集团董事局主席Max、执行董事兼总裁秦杰等高管将与达闼机器人创始人黄晓庆等管理层共同出席。 作为技术支撑方，达闼科技自2015年创立以来专注云端智能机器人技术研发，目前已集成4.5亿行开源 代码和2000多项专利，是国内唯一获科技部认定的"云端机器人国家新一代人工智能开放创新平台"企 业。公司独创的"云-网-端"协同架构和自主研发的海睿OS操作系统，已支持第三方设备接入，覆盖5000 多项技能和10000余种数字资源。 达闼机器人创始人黄晓庆认为，2025年将成为人形机器人量产元年。未来，国华与达闼将持续深化合 作，以技术创新驱动、市场需求导向，在多维度发力推动人形机器人产业化发展。 根据规划，港仔机器人将专注于定制化机器人开发与制造，重点覆盖教育、医疗健康、长者照护、物业 管理等多个应用场景，打造一站式模型即服务（MaaS）解决方案。公司还将在香港设立人形机器人生 产线，并成立专门研究院，构建跨学科研究平台。 值得注意 ...