股票市场从来不缺故事，去年炒卖炽烈的人工智能，今年这股热风已吹到机器人股，几家业内龙头已接 连在港上市，股价亦节节高升。看到这个风口，专注于移动操作机器人的合肥优艾智合机器人股份有限 公司，近日已递交香港上市申请。 优艾智合是工业具身智能科技公司，所谓"具身智能"，是指有行动的一种智能系统，主要基于物理实 体，能够与物理世界进行感知和交互。 在"具身智能"下，又分为智能机器人及人形机器人，前者主要是具有物理的身体，并能够与物理世界构 成感知、思考、交互和行动的能力。它可以是轮式、轮带式、复合型、甚至机械臂类型的机器人。后者 是除了制造得像人外，功能和思考行为都模拟人的一种机器人，是具身智能体的最佳载体。 来源：市场资讯 （来源：BBW咏竹坊） 在国家致力扶持下，机器人产业成为资本市场关注焦点，优艾智合也不甘人后申港上市 重点： 刘智恒 优艾智合则主力发展具身智能的移动机器人，主攻工业范畴。公司由90后张朝辉成立，张是西安交通大 学博士毕业生，2017年带着几位师弟南下深圳创业。经过一番探索，张朝辉决定主力针对智能制造领域 和智能巡检领域，成为半导体及电子制造、电力行业、能源冶炼等多个场景的解决方案供应商。 花 ...

如若上市成功，优艾智合也将成为港股市场"移动操作机器人第一股"。 登录新浪财经APP 搜索【信披】查看更多考评等级 每经记者｜张文瑜 每经编辑｜贺娟娟 曾在大热科幻电影《流浪地球2》中亮相的机器人"黑科技"，拟闯关港股IPO。 9月26日，港交所官网显示，合肥优艾智合机器人股份有限公司（下称"优艾智合"）向香港联合交易所递交上市申请，计划通过18C章程在港交所主板挂牌 上市，中金公司担任独家保荐人。 优艾智合是一家典型的"学院派"创业公司，核心创始人来自西安交通大学，其聚焦移动操作机器人领域，包含高泛化智能模型以及具备感知、移动、操作能 力的多形态机器人，产品目前已广泛应用于半导体、能源化工、锂电池、3C等多个工业场景。 根据弗若斯特沙利文报告，按2024年收入计，优艾智合是全球第一的工业移动操作机器人企业，同时在中国移动操作机器人企业中也位居第一。 优艾智合的创业故事始于2017年。彼时创始人张朝辉还在西安交通大学攻读博士学位，其所在实验组研究的课题就是移动机器人的自主定位和导航。 为进一步推动移动机器人技术落地，张朝辉与实验室的另外四位同学组建了优艾智合，名称灵感来自"YOU I BOT"，寓意"你、我、 ...

智通财经APP获悉，据港交所9月26日披露，合肥优艾智合机器人股份有限公司(简称：优艾智合)向港交所主板提交上市申请书，中金 公司为独家保荐人。 优艾智合战略聚焦工业具身智能中最具增长潜力和场景适应性的移动操作机器人。按2024年收入计，公司在工业移动操作机器人公司 中排名全球第一。公司的机器人解决方案主要应用于半导体、能源及化工产业。按2024年收入计，公司在中国半导体产业排名第一， 在能源及化工产业排名第二。 财务方面，2022年度、2023年度、2024年度及2025年上半年，优艾智合实现收入分别为7789.6万元、1.08亿元、2.55亿元及1.27亿元； 同期，年/期内亏损分别为2.35亿元、2.6亿元、2亿元及1.4亿元。 | [編纂]項下的編纂]數目 | : [编纂]股H股(視乎[编纂]行使與否而定) | | --- | --- | | [编纂]數目 : | [编纂]股H股(可于编纂]) | | [编纂]數目 : | [编纂]股H股(可予[编纂]及視乎[编纂]行使與否而 | | | 定) | | [编纂] : | 每股H股[編纂]港元,另加1.0%經紀佣金、 | | | 0.0027％證監會交易 ...

9月26日，合肥优艾智合机器人股份有限公司(简称"优艾智合")正式向香港联合交易所递交上市申请， 冲刺"移动操作机器人第一股"。优艾智合是全球最早探索具身智能技术并率先实现规模应用的机器人厂 商之一。根据弗若斯特沙利文报告，按2024年收入计，优艾智合是全球第一的工业移动操作机器人企 业，同时在中国移动操作机器人企业中位居第一。 ...

Group 1 - Hefei Youai Zhihui Robot Co., Ltd. has officially submitted its listing application to the Hong Kong Stock Exchange, aiming to become the "first stock of mobile operation robots" [1] - Youai Zhihui is one of the earliest manufacturers to explore embodied intelligence technology and has achieved large-scale application [1] - According to a Frost & Sullivan report, Youai Zhihui is the world's leading industrial mobile operation robot company by revenue in 2024, and it ranks first among mobile operation robot companies in China [1]

Core Viewpoint - The transfer of 1.62 billion yuan in fund shares marks a significant turning point for Dongjie Intelligent, leading to a change in its actual controller from a state-owned entity to a private individual, Han Yongguang [1][4]. Group 1: Ownership Change - On August 26, Dongjie Intelligent announced that its actual controller would change from the Zibo Municipal Finance Bureau to Han Yongguang, a natural person with extensive experience in the robotics and intelligent technology sectors [2][4]. - The transfer of 99% of the fund shares of Zibo Zhanzheng Hongsong Equity Investment Fund Partnership was executed between Zibo Financial Holdings Group Co., Ltd. and Hainan He Ping Investment Co., Ltd. for 1.62 billion yuan [3][4]. - This change signifies Dongjie Intelligent's departure from state-owned background, entering a new phase under private control [4]. Group 2: Financial Performance - In the first half of the year, Dongjie Intelligent achieved a revenue of 539 million yuan, representing a year-on-year increase of 24.90%, and a net profit attributable to shareholders of 5.95 million yuan, up 113.96% year-on-year [4]. Group 3: Market Reaction - Following the announcement of the potential change in control, Dongjie Intelligent's stock price experienced significant fluctuations, with a cumulative increase of approximately 150% from July 28 to August 5, including three consecutive days of 20% limit-up [5]. Group 4: New Leadership - Han Yongguang, born in 1973 and holding a graduate degree, has been appointed as the new chairman of Dongjie Intelligent, consolidating his control over the company [7][9]. - Han Yongguang is recognized for his deep involvement in the robotics industry, holding positions in several companies, including Aobo Intelligent Technology Co., Ltd., which is a leading provider of collaborative robots [7][8][9]. - The new leadership aims to leverage Han's technological and industrial resources to enhance Dongjie Intelligent's existing operations and explore new profit growth areas in high-end intelligent manufacturing [9].

Core Viewpoint - The actual controller of Dongjie Intelligent has changed from the Zibo Municipal Finance Bureau to individual Han Yongguang, who is a director at Aobo (Beijing) Intelligent Technology Co., Ltd. The company's stock will resume trading on August 27 [1][4]. Group 1: Company Ownership Changes - Dongjie Intelligent announced that its controlling shareholder, Zibo Jiangtu Hengsong Holdings Co., Ltd., transferred 99% of the fund shares held by its limited partner, Zibo Zhanzheng Hongsong Equity Investment Fund Partnership (Limited Partnership), to Hainan Heping Investment Co., Ltd. for a transaction price of 1.62 billion yuan [1][4]. - Following the transaction, the number of shares held by Zibo Jiangtu in Dongjie Intelligent remains unchanged, but the actual controller shifts to Han Yongguang [1][4]. Group 2: New Leadership - Han Yongguang, born in 1973 and holding a master's degree, has been appointed as the chairman of the board of Dongjie Intelligent. He is also a director at Aobo Intelligent and has held various leadership roles in other companies [4][5]. - The previous chairman, Xing Chengliang, submitted a resignation report due to work adjustments but will continue to serve as a director and committee member [5]. Group 3: Market Performance - Dongjie Intelligent has been a strong performer in the A-share market since the third quarter, with its stock price rising significantly from around 8 yuan per share in early July to a closing price of 23.03 yuan per share on August 19, just before the trading suspension [6].

Core Viewpoint - Dongjie Intelligent has undergone a significant change in its actual controller, shifting from the Zibo Municipal Finance Bureau to individual Han Yongguang, who is also a director at Aobo (Beijing) Intelligent Technology Co., Ltd. The company's stock will resume trading on August 27 [1]. Group 1: Ownership and Control Changes - The controlling shareholder of Dongjie Intelligent, Zibo Jiangtu Hengsong Holdings Co., Ltd., transferred 99% of its fund shares in Zibo Zhanzheng Hongsong Equity Investment Fund Partnership to Hainan Heping Investment Co., Ltd. for a transaction price of 1.62 billion yuan [1]. - Following the transaction, the number of shares held by Zibo Jiangtu in Dongjie Intelligent remains unchanged, but the actual controller has shifted to Han Yongguang [1]. Group 2: New Leadership and Strategic Direction - Han Yongguang, born in 1973 and holding a graduate degree, has a notable background, serving as a director in multiple companies, including Aobo Intelligent and Yijia Oil Intelligent Robotics Co., Ltd. He has received several accolades for his contributions to innovation and economic development in Zibo [5]. - The new actual controller aims to leverage technological and industrial resource advantages to enhance the company's existing operations and develop intelligent solutions for the smart warehousing and logistics industry, thereby creating new profit growth points and expanding into high-end intelligent manufacturing [5]. Group 3: Market Performance - Dongjie Intelligent has been performing well in the A-share market, with its stock price rising significantly from around 8 yuan per share in early July to 23.03 yuan per share before the trading halt on August 19 [6]. - The company has shown strong financial performance, with total revenue of 539 million yuan, a year-on-year increase of 24.90%, and a net profit attributable to shareholders of 5.95 million yuan, reflecting a year-on-year growth of 113.96% [6].

Core Viewpoint - The industrial economy in China has shown resilience in the first half of the year, with significant growth in various sectors, particularly high-tech manufacturing and equipment investment, while facing challenges from external uncertainties and structural issues in the industry [1][2][3]. Group 1: Industrial Growth - The industrial added value for large-scale industries grew by 6.4% year-on-year in the first half of the year, with a contribution rate from high-tech manufacturing of 23.3% [1][2]. - The manufacturing value added accounted for 25.7% of GDP, indicating stability in the industrial sector [2]. - Key industries such as electrical machinery, automobiles, electronics, and chemicals have experienced rapid growth, contributing significantly to the overall industrial growth [2]. Group 2: Investment and Innovation - Manufacturing investment increased by 7.5% year-on-year, supported by large-scale equipment updates and technological upgrades [1]. - The number of large-scale industrial enterprises reached 520,000, with a year-on-year profit growth of 5.4% in the manufacturing sector [2]. - The production of industrial robots and service robots increased by 35.6% and 25.5% respectively, highlighting the acceleration of technological innovation [4]. Group 3: Digital Transformation and Green Development - Over 18,500 "5G + Industrial Internet" projects have been established, with a digital R&D tool penetration rate of 86.2% among large-scale light industry enterprises [7]. - The green development of industries has made significant progress, with over 20% of manufacturing output coming from green factories [7][8]. - The focus on traditional industries for transformation and upgrading is emphasized, particularly in steel, non-ferrous metals, petrochemicals, and building materials [8]. Group 4: Future Directions - The Ministry of Industry and Information Technology plans to enhance pilot programs for digital transformation in small and medium-sized enterprises and improve the capabilities of testing platforms to support innovation [5][7]. - Continued efforts will be made to address external uncertainties and structural contradictions within the industry to ensure stable and high-quality development [3].

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The robotics industry is experiencing significant advancements driven by AI and hardware evolution, particularly in sectors like automotive and semiconductor manufacturing [1][6][28] - Companies like Zhijunfang and Youai Zhihe are leading in the development of embodied robots and mobile operation robots, respectively, with applications in high-end manufacturing and energy sectors [1][4][28] - The integration of advanced technologies such as end-to-end VLA and AI-driven algorithms is crucial for enhancing the reliability and efficiency of industrial robots [2][8][10] Summary by Sections Company Overview - Zhijunfang focuses on embodied robotics, collaborating with major clients like Geely and Dongfeng to implement solutions in automotive and semiconductor industries [1][2] - Youai Zhihe, a leader in mobile operation robots, has established itself as a standard setter in the industry, serving clients in semiconductor and energy sectors [4][28] - Jiangsu Fuxing Electric specializes in motor design and manufacturing, producing over 6 million motors annually, with more than 50% exported to Europe and the US [5][32] Technological Developments - The robotics industry is shifting towards a more generalized and cost-effective approach, with a focus on enhancing technology and exploring new application scenarios [10][28] - The transition from industrial control to GPU supercomputing platforms is reshaping the hardware architecture of robots, enabling more sophisticated functionalities [7][28] - The development of intelligent components is essential for the evolution of robotics, requiring collaboration between component manufacturers and robotics companies [26][27] Market Dynamics - The Chinese robotics industry has gained significant global competitiveness, with successful deployments in over 20 countries and notable projects in Europe and Japan [29][30][31] - The rapid development of China's manufacturing sector has provided ample opportunities for robotics companies to innovate and refine their technologies [31][32] - The future of industrial robots is expected to involve greater integration of software and hardware, with a focus on modularization and standardization to enhance efficiency and reduce costs [19][22][23]