K字签证的具体细节尚未披露，如果按照高标准严格筛选海外申请者，符合标准的海外科技人才有望成为国内科技行业发展的助力。不过，有来 华工作意向的海外青年科技人才数量有限，他们本就是多数国家争抢的对象，对国内就业环境的整体影响有限，其实没必要引起焦虑。 六部门发文着力发展智能装备和系统 商务合作▲点击图片 中国将增设青年科技人才K签证 9月29日，外交部发言人郭嘉昆主持例行记者会。有记者就即将于本周三生效的"K字签证"相关问题提问。对此，郭嘉昆表示，为促进中外青年 科技人才交流与合作，中方决定在普通签证类别下，增设青年科技人才签证即"K字签证"。关于申办K字签证的具体事宜，请关注中国驻外使领 馆即将发布的相关信息。 据悉， K字签证签发给从境内外知名高校或者科研机构科学、技术、工程、数学学科领域专业毕业并获得相应学历学位证书（学士学位及以 上），或者在上述机构从事相关专业教育、科研工作的外国青年科技人才。相较于现有的12类普通签证，K字签证将在入境次数、有效期、停留 期方面为持证人提供更多便利。（澎湃新闻） ｜点评｜ 中美两国今年在对待签证的政策上形成鲜明对比，中国对外来旅客、人才持更加开放的态度，美国则在收紧相关 ...

记者丨 赵云帆 编辑丨包芳鸣 （资料图） 9月29日，人形机器人上市公司优必选（09880.HK）宣布，公司智慧物流子公司UQI优奇与天 奇股份（002009.SH）正式签订采购合同。天奇股份将采购总价3000万元的优必选工业人形机 器人Walker S系列，该笔采购将于2025年12月31日前完成交付。 公开信息显示，天奇股份为A股知名自动化制造业解决方案供应商，客户涵盖比亚迪、吉利、 蔚来、赛力斯、理想、特斯拉、福特等国内外众多主流车企。天奇股份与优必选是关联紧密的 产业伙伴，两公司自2020年设立合资开始持续维持紧密合作，探索机器人在工业领域的应用。 业内知情人士指出，此举标志着双方的合作进入规模化新阶段。 值得注意的是，优必选自从2025年中报发布以来便不断披露获订信息，截至目前，今年公司新 获人形机器人订单金额合计超4.3亿元，其中包括上半年已经交付的5000万元订单。 在不断的订单与合作助攻之下，近期优必选二级市场股价也势如破竹。截至9月29日，9月以 来，优必选股价累计上涨47.75%，总市值已经来到667.31亿港元。 人形机器人订单接踵而至 2025年中报披露期过后，优必选开始陆续披露获得订 ...

21世纪经济报道记者 赵云帆 9月29日，人形机器人上市公司优必选（09880.HK）宣布，公司智慧物流子公司UQI优奇与天奇股份 （002009.SH）正式签订采购合同。天奇股份将采购总价3000万元的优必选工业人形机器人Walker S系 列，该笔采购将于2025年12月31日前完成交付。 公开信息显示，天奇股份为A股知名自动化制造业解决方案供应商，客户涵盖比亚迪、吉利、蔚来、赛 力斯、理想、特斯拉、福特等国内外众多主流车企。天奇股份与优必选是关联紧密的产业伙伴，两公司 自2020年设立合资开始持续维持紧密合作，探索机器人在工业领域的应用。 业内知情人士指出，此举标志着双方的合作进入规模化新阶段。 值得注意的是，优必选自从2025年中报发布以来便不断披露获订信息，截至目前，今年公司新获人形机 器人订单金额合计超4.3亿元，其中包括上半年已经交付的5000万元订单。 在不断的订单与合作助攻之下，近期优必选二级市场股价也势如破竹。截至9月29日，9月以来，优必选 股价累计上涨47.75%，总市值已经来到667.31亿港元。 2025年中报披露期过后，优必选开始陆续披露获得订单进展。 9月3日，优必选称获得某国 ...

Group 1: Hong Kong Stocks - Juzi Bio (02367) rose over 3% as its controlling shareholder Juzi Holding has been continuously increasing its stake [1] - NetDragon (00777) increased by more than 2%, with its strategic layout in frontier technology and AI+ ecosystem gaining market recognition [1] - New Oriental-S (09901) saw a rise of over 5%, attributed to the stabilization of overall business development and an increase in shareholder return ratio [1] - Chip stocks experienced a rally, with Jingmen Semiconductor (02878) up over 7%, Huahong Semiconductor (01347) up over 3%, SMIC (00981) up over 1%, and Shanghai Fudan (01385) up over 1%, supported by a solid long-term domestic substitution logic [1] - Kintor Pharmaceutical (09995) rose over 4% as its drug Taitasib was proposed for priority review, achieving the primary endpoint in Phase III trials for IgA nephropathy [1] - Jingtai Holdings (02228) increased by over 6%, collaborating with Baicheng Pharmaceutical to advance AI drug development [1] - UBTECH (09880) rose over 4% as Tianqi Co. plans to purchase UBTECH's industrial humanoid robot Walker S series for a total price of 30 million yuan, with delivery expected by December 31, 2025 [1] Group 2: US Stocks - XPeng Motors (XPEV.US) rose 2.43% after announcing its entry into five European markets, having partnered with Hedin Group [3] - Intel (INTC.US) increased by 4.44%, engaging in discussions with companies like Apple and TSMC regarding investment or manufacturing collaborations [3] - Kuke Music (KUKE.US) fell 37.29% after announcing its acquisition of a controlling stake in Naxos Music Group, the largest independent classical music company [3] - Wayfair (W.US) rose 2.14% following the announcement of high tariffs on furniture by the US government [3] - Ideal Auto (LI.US) dropped 5.62% despite the launch of its new electric vehicle model, with analysts optimistic about future sales growth [3] - AMD (AMD.US) decreased by 1.12% as Ark Invest, led by Cathie Wood, reduced its stake in the company [4] - GlobalFoundries (GFS.US) rose 8.37% amid reports that the US plans to require semiconductor companies to match domestic production with imports [4] - Boeing (BA.US) increased by 3.62% after receiving expanded safety inspection authority from the FAA [4]

（原标题：5分钟直线涨停！603286，6天3板！A股这一赛道爆发！） 9月29日，上证指数盘中走强。 创业板指涨超2%，新能源权重涨幅居前，湖南裕能涨超13%，亿纬锂能涨超7%，阳光电源、宁德时代涨超4%。 宁德时代产业链指数盘中走强，天赐材料、赢合科技、新宙邦、星源材质、恩捷股份等涨幅居前。 消息面上，工业和信息化部等八部门近日联合印发《有色金属行业稳增长工作方案（2025—2026年）》（以下简称《工作方案》），统筹做优增 量和盘活存量，推动新旧发展动能接续转换，因地制宜发展新质生产力，进一步提升产业链供应链韧性和安全水平，以高质量发展的确定性应对 外部环境急剧变化的不确定性。 为促进资源高效利用，提高资源保障水平，《工作方案》提出，实施新一轮找矿突破战略行动，加强铜、铝、锂、镍、钴、锡等资源调查与勘 探，科学有序投放矿业权。 固态电池概念活跃，天际股份走出2连板，湘潭电化、佛塑科技、赢合科技、德尔股份等跟涨。 消息面上，日前，清华大学化工系教授张强领衔的团队在锂电池聚合物电解质研究领域取得重要进展，张强团队提出"富阴离子溶剂化结构"设计 新策略，成功开发出一种新型含氟聚醚电解质。 盘面上，有色金属、存 ...

优必选(09880)涨超4%，截至发稿，涨4.19%，报139.3港元，成交额6.38亿港元。 目前，优必选已与比亚迪（002594）、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。公司表示，后续将持续提升Walker系列人形机器人的量产能 力，持续满足客户的订单需求，加速人形机器人迈向真实场景应用。 消息面上，据优必选科技公众号披露，日前，优必选智慧物流子公司UQI优奇与天奇自动化工程股份有 限公司（下称"天奇股份（002009）"）正式签订采购合同。天奇股份将采购总价3000万元的优必选工业 人形机器人Walker S系列，该笔采购将于2025年12月31日前完成交付。加上本次订单，截止目前，优必 选Walker系列人形机器人已获得近4.3亿元合同（含上半年已交付近5000万元人形机器人订单，不含全 尺寸科研教育人形机器人天工行者的订单）。9月，优必选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，这是截止目前全球人形机器人最大的合同。 ...

Group 1: Public Fund Fee Reform and ETF Market - The public fund fee reform is advancing comprehensively, with a focus on reducing costs for investors and promoting high-quality industry development [1] - The latest ETF market size has reached 5.5 trillion yuan, marking a historical high, with 115 ETFs exceeding 10 billion yuan in size [1] - The competition in the ETF market is shifting from product quantity and scale to asset allocation service capabilities, indicating a new phase of competition [1] Group 2: Satellite Internet and Tourism Market - China's satellite internet construction is accelerating, with expectations for the market size to reach hundreds of billions by 2030, prompting companies to compete in the industry chain [2] - The tourism market is experiencing a surge in demand for the upcoming Mid-Autumn and National Day holidays, with significant increases in cross-province and outbound travel bookings [2] Group 3: AI Competition and Infrastructure - The global AI competition is entering a new phase, transitioning from model competition to computing power competition, driven by significant investments in AI infrastructure [1] - Nvidia and OpenAI announced a joint investment plan of 100 billion USD to build a super AI data center, further igniting market expectations for AI computing power [1] Group 4: Corporate Developments - JD Health announced the resignation of its CEO Jin Enlin, with Cao Dong appointed as the new CEO effective September 29, 2025 [4] - Longpan Times has ceased production due to raw material supply issues, with expectations to resume operations in November [5] - Xinguang Optoelectronics announced that its chairman Kang Weimin has been placed under detention, but the company's operations remain unaffected [6] Group 5: Market Performance - The US stock market saw gains with the S&P 500 up 0.59%, while the Dow Jones and Nasdaq also rose, despite a weekly decline [9] - Oil prices reached a nearly two-month high, with a weekly increase of over 5%, while gold and silver prices also saw significant rises [10]

Group 1 - The core viewpoint of the news is the strategic partnership between UBTECH and Cloudwise Technology, focusing on humanoid robot development, manufacturing, and global market promotion from 2025 to 2027 [1][2] - UBTECH will concentrate on R&D, production, technical support, and product upgrades, while Cloudwise Technology will handle global sales, marketing, and after-sales service for UBTECH's humanoid robots [1][2] - The collaboration aims to create replicable and scalable "humanoid robot + smart factory" application scenarios, enhancing the systematic upgrade and globalization of intelligent manufacturing [1][2][3] Group 2 - Cloudwise Technology, an affiliate of Foxconn, leverages over 30 years of IT service experience in the 3C high-end product industry to drive smart manufacturing upgrades and provide global digital factory services [2] - UBTECH holds the highest number of effective patents for humanoid robots globally and has established partnerships with notable companies in various sectors, including BYD and Audi [2] - The partnership is expected to set a global benchmark for humanoid robots empowering smart manufacturing, contributing to industrial upgrades worldwide [3]

Core Insights - Humanoid robots are transitioning from laboratory settings to industrial applications, with significant orders indicating a shift towards commercialization [1] - The industry is entering a critical phase of industrial application, with humanoid robots expanding their roles in factories for tasks such as material handling and assembly [1] Group 1: Technological Advancements - Continuous technological breakthroughs are essential for the large-scale application of humanoid robots, requiring efficient collaboration between hardware and software [3] - Key hardware components like harmonic reducers and high-power motors are becoming smaller and more precise, enhancing the robots' flexibility and operational capabilities [3] - Software advancements, particularly the "visual-language-action model" (VLA), enable robots to understand commands and respond to their environment effectively [3] Group 2: Cost Reduction - The reduction in costs is lowering the barriers for the commercial use of humanoid robots, with prices decreasing from hundreds of thousands to tens of thousands of yuan [4] - Localized production of core components like harmonic reducers and sensors has significantly reduced costs [4] - Leading companies are integrating supply chains and standardizing designs to further decrease expenses, with plans for mass delivery of humanoid robots expected to dilute fixed costs [4] Group 3: Policy and Capital Support - Government policies are increasingly recognizing humanoid robots as key development areas, with various cities implementing supportive measures [5] - For instance, Hangzhou has included humanoid robots in its key research projects, while Beijing has established a 100 billion yuan fund to support future industries [5] - Capital investment is surging, exemplified by a $1 billion strategic partnership between UBTECH Robotics and Infini Capital, alongside multiple funding announcements from other humanoid robot companies [5] Group 4: Future Prospects - The application prospects for humanoid robots are becoming clearer, with expectations for their roles to expand beyond industrial settings into logistics, healthcare, and home services [5] - The ongoing technological evolution and improving industry ecosystem are anticipated to position humanoid robots as significant contributors to economic and social development [5]

华夏时报记者 石飞月 北京报道 在资本密集度高、自我造血能力尚未形成的人形机器人赛道，"广积粮"已成为生存法则。8月31日，国 内"人形机器人第一股"优必选宣布与国际知名投资机构Infini Capital正式签署10亿美元战略伙伴合作协 议，并同步推进中东建厂、产业链投资等深度协同。不过，这只是优必选频繁资本动作的一个缩影—— 上市不足两年，该公司已完成五次配售募资，并六度公告申请银行信贷。 在这场通往真正生产力的"万里长征"中，谁的资金储备更充足、技术落地更扎实，谁才可能在这场高消 耗竞争中坚持到终局。优必选当前自我造血能力确实还有待提高，不过今年该公司商业落地显著加速， 不仅创下全球人形机器人企业单笔中标金额最高纪录，更与比亚迪（002594）、富士康等头部企业紧密 合作，也为其后续的技术迭代、场景拓展与规模化应用奠定了基础。 "吸金"动作频繁 优必选与Infini Capital之间的合作将围绕资金支持和产业协同两方面展开。 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。尤其是授予优必 ...