【DT新材料】 获 悉， 近日，优必选正式官宣中标2.64 亿元大单，年内已累计揽下11亿元订单总额。 此次中标项目为广西防城港市人形机器人数据采集与测试中心和人工智能科创教育示范项目。交付的核心产品为工业人形机器人 Walker S2，将全面落地全国 边境口岸旅客疏导、岗哨巡检、物流服务，以及钢铜铝大型生产基地设施巡检等关键场景，订单预计于 12 月完成交付。 同期专题论坛 消费电子热管理论坛 热科学论坛 电池热管理论坛 芯片热管理论坛 液冷技术论坛 热界面材料论坛 2025.12.03-05 传递多一点 ▶▶▶ 深圳国际会展中 无独有偶，今年10 月份，优必选还成功中标 "广西具身智能数据采集及测试中心设备采购及安装" 项目，订单金额 1.26 亿元，采购清单内同样涵盖了可自主 换电的Walker S2，计划2025 年内完成交付。 目前，优必选工业人形机器人产能已达到每月300台，预期全年交付量将超过500台；在场景应用方面，已覆盖汽车制造、智能制造、智慧物流、具身智能数 据中心等重点应用领域。 工业领域是当前机器人商业化主战场，新能源汽车焊接装配、3C精密组装、智慧物流分拣搬运等场景需求旺盛。这些场景 ...

| | | | 优必选上市以来募资情况 | | | --- | --- | --- | --- | --- | | 融资次数 | 时间 | 配售/发行股份数 量(万股) | 募资总额(亿港元) | 募资用途 | | IPO | 2023.12 | 1128.20 | 10.15 | 提升研发能力、升级研发实验室、偿还银行贷款、拓展 | | | | | | 海外销售渠道 | | 第1次配售 | 2024.8 | 142 | 1.31 | 偿还金融机构款项、补充营运资金 | | 第2次配售 | 2024.10 | 506 | 4.36 | 补充营运资金、偿还金融机构款项 | | 第3次配售 | 2024.11 | 700 | 5.87 | 补充营运资金、偿还金融机构款项 | | 第4次配售 | 2025.2 | 1015.51 | 9.14 | 补充营运资金、偿还金融机构款项、工程建设、境内外 投资 | | 第5次配售 | 2025.7 | 3015.55 | 24.73 | 补充营运资金、偿还金融机构款项、工程建设 | | 第6次配售 | 2025.11 | 3146.20 | 31.09 | 行业上下游投资、 ...

点击下方 卡片 ，关注" 具身智能 之心 "公众号 >> 点击进入→ 具身智能之心 技术交流群 作者丨编辑丨具身智能之心 本文只做学术分享，如有侵权，联系删文 更多产业相关问题，欢迎加入我们的具身智能社区，和近200家机构，近3000名成员一起交流。 微信扫码加入星球 Cj 知识量班 具身智能之心 更多干货，欢迎加入国内首个具身智能全栈学习社区 ： 具身智能之心知识星球 (戳我) ， 这里包含所有你想要 的。 11 月 25 日优必选官方发布消息，中标广西防城港市人形机器人数据采集与测试中心和人工智能科创教 育示范项目，金额 2.64 亿元，产品以最新款的人形机器人 Walker S2 为主。边境口岸的旅客和人员疏 导、岗哨巡检、物流、商业服务以及国内钢铜铝大型生产制造基地的设施巡检等项目，预计12月交 付。 说到这款机器人，今年的订单已经总金额达到了11亿元，这也是全球最大的单品人形机器人销售金 额。 本月，S2已经陆续交付，主要在制造业、物流行业等。这也给全球人形机器人市场带来了信心。 写在最后 ...

在港股，配售几乎等同于"股价暴击"。 多年以来，市场对配售的集体记忆是：折价、抛售、加速下跌，常常远远超过应有的稀释比例。这使得港股投资者几乎"闻配售色变"。 然而优必选这次却没有按剧本走。11月25日早间，优必选公告配售3146.8万股新H股，配售价为98.80港元，较前一日111.50港元的收盘价折让11.39%。按照 港股经验法则，往往足以触发一轮急跌。 但市场的反应超乎预期：开盘虽一度下探，但始终牢牢站在配售价之上，随后迅速翻红。当日收盘优必选的走势几乎无视配售带来的短期扰动，基本保持平 稳。 前一日的盘后，MSCI中国指数季度调整生效，优必选正式被纳入指数，说明国际资金也没有选择避险。 问题来了：为什么同样是配售，优必选却能打破港股几乎固化的情绪铁律？ 一、为什么资本市场的反应变了？ 优必选这次配售之所以没有触发港股惯常的"情绪踩踏"，本质原因不是折价幅度小，也不是资金体量小，而是投资者对这家公司和整个行业的估值逻辑发生 了结构性迁移。 如果说，市场过去两年的定价方法建立在对"未来可能性"的想象上，而今年开始，投资者已经可以用"已经发生的现实"来进行估值。 实际上，行业的情绪周期已经走完了三个阶段： ...

| H 股 | | | | | --- | --- | --- | --- | | 董事 | | | | | 一周劍先生(2) | | 17.71% | 83 | | 一熊友軍先生(3) | | 1.20% | | | 一夏佐全先生(4) | | 4.22% | l તે | | 承配人(2) | | | 31 | | 其他H股公眾持有人 | | | | | 持有的H股 | 292,108,446 | 61.90% | 292 | | | 401,267,396 | 85.03% | 432 | | | | 公告显示，董事认为，本次配售事项旨在整合上下游供应链，巩固及加强公司在人形机器人产业链的链主地位，从而强化公司在工业制造应用场景的战略布 局，抓住人形机器人落地工业制造应用场景的历史性机遇，提升公司的核心竞争力、技术实力、销售收入及盈利能力。 作为"人形机器人第一股"，优必选主要从事智能服务机器人及智能服务机器人解决方案的设计、生产、商业化、销售及营销以及研发，公司的产品在不同程 度上配备了感知、交互、分析及处理人类指令及外部环境(如建图、温度测量及人脸识别)的智能功能，范围涵盖消费级机器人及电器，针对教 ...

官宣！2.64亿元，这家公司中标人形机器人项目！王兴兴、彭志辉，有新身份 每经编辑|杜宇 据优必选官方微信号11月25日消息，11月21日，"人形机器人第一股"优必选（9880.HK）中标广西防城港市人形机器人数据采集与测试中心和人工智能科创 教育示范项目，中标金额2.64亿元，产品以最新款可自主换电的工业人形机器人Walker S2为主。该项目将聚焦人形机器人在全国边境口岸的旅客和人员疏 导、岗哨巡检、物流、商业服务以及国内钢铜铝大型生产制造基地的设施巡检等项目。订单预计在12月交付。 截至目前，2025年优必选Walker系列人形机器人全年订单总金额达11亿元（不含全尺寸科研教育人形机器人天工行者和小型人形机器人AI悟空），持续引领 全球人形机器人商业化应用落地进程。 11 月 24 日，优必选成功进入 MSCI 中国指数，当天在港股成交量达到 31 亿港币，其中在盘后短短 8 分钟内成交 16 亿港币，显示国际资本非常看好人形机 器人第一股优必选的未来。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 图片来源：优必选官方微信号 11月24日，工业和信息化部网站发布了《人形机器 ...

优必选相关负责人向北京商报记者表示，公司已与比亚迪、东风柳汽、吉利汽车、富士康、顺丰等多家 行业头部企业建立合作，在汽车制造、智慧物流等场景推动人形机器人商业化应用。Walker系列通过持 续的场景实践积累真实运行数据，优化产品性能，为实现产线级群体智能提供支撑。 高盛月内发布的一份供应链调研报告，给火热的人形机器人赛道泼下一盆冷水。北京商报记者从业内人 士处获得该份《中国人形机器人供应链调研》，报告指出，三花、拓普、荣泰、双环等9家核心供应链 企业已普遍规划10万—100万台级年产能，却无一家确认获得大额确定性落地订单——高盛将这份报告 题目定为《产能乐观前置，待实际订单落地》，并认为这种落差是行业当前的典型特征。 5天后，"人形机器人第一股"优必选在社交平台发布自家人形机器人Walker S2的量产交付视频，重点展 示机器人方阵换电和列队行进等能力，以实景回应行业对"交付真实性"的疑虑。视频发布后，美国 Figure AI创始人布雷特·阿德科克在社交平台公开"打假"称"后排机器人为电脑特效"。 权威机构调研揭示的行业矛盾，叠加头部企业间的公开博弈，让人形机器人行业的"交付大考"提前进入 公众视野。 一场纷 ...

Core Insights - The article highlights significant developments in the AI industry, including new startups, funding rounds, and technological advancements, reflecting the rapid growth and investment in AI technologies globally. Group 1: AI Startups and Innovations - Jeff Bezos has founded a new AI startup named "Project Prometheus," which has raised $6.2 billion in funding and employs nearly 100 staff from major tech companies [3] - The humanoid robot company, UBTECH, has responded to allegations that its delivery video for the Walker S2 robot was CGI, asserting that the video was filmed live during the delivery of hundreds of robots [3] - Tencent has open-sourced its latest video generation model, HunyuanVideo 1.5, which is a lightweight model capable of generating high-definition videos [8] Group 2: Funding and Valuations - Genspark has completed a $275 million Series B funding round, bringing its valuation to $1.25 billion [7] - The "Dark Side of the Moon" project is planning an IPO in the second half of next year, with a post-funding valuation expected to reach approximately $4 billion [6] - Databricks is in talks for a new funding round that could exceed a valuation of $130 billion, reflecting strong interest in AI infrastructure despite concerns about a potential bubble [15][29] Group 3: Market Trends and Predictions - The global 3D printing market is projected to reach $24.61 billion in 2024, with a compound annual growth rate of 18.5% from 2024 to 2034, indicating a robust growth phase for the industry [7] - AI mobile phones are expected to see shipments challenge 600 million units by 2026, driven by the expansion of 5G networks and the replacement of feature phones in emerging markets [32] - The AI sector is witnessing a significant shift, with predictions that generative AI could eliminate up to 50% of entry-level white-collar jobs, potentially raising unemployment rates to 10%-20% [12] Group 4: AI Financing Overview - A total of 18 AI financing events were disclosed globally this week, with a total financing scale of 66.75 billion RMB, averaging 3.93 billion RMB per event [36] - In the domestic market, the disclosed financing total reached 3.125 billion RMB, with the highest amount coming from the humanoid robot developer, Star Motion Era, which completed a 900 million RMB A+ round [44] - Internationally, the disclosed financing total was 63.629 billion RMB, with the highest being the $6.2 billion seed round for Project Prometheus [54]

Investment Rating - The report recommends investment in the wind power sector, specifically highlighting companies such as 大金重工, 金风科技, 中天科技, and 东方电缆, while suggesting to pay attention to 德力佳, 运达股份, 海力风电, and 金雷股份 [1] Core Insights - The Ministry of Industry and Information Technology has issued documents to avoid a "price-only" approach in the wind power equipment sector, promoting healthy industry development [1] - In October, the national electricity consumption reached 857.2 billion kWh, showing a year-on-year increase of 10.4%, with the tertiary industry experiencing the most significant growth [1] - The report highlights a significant increase in nuclear fusion project tenders, amounting to 2.17 billion yuan this week [1] - The report recommends investment in the power equipment sector, specifically mentioning 东方电气, 思源电气, 神马电力, and 国能日新, while suggesting to pay attention to 特变电工 [1] Summary by Sections Wind Power Equipment - The Ministry of Industry and Information Technology has encouraged user enterprises to optimize bidding rules and introduce various evaluation systems to avoid a "price-only" approach [1][45] - The report recommends several companies in the wind power sector, including 大金重工, 金风科技, and 东方电缆 [1] Electricity Consumption - In October, the total electricity consumption in China reached 857.2 billion kWh, marking a 10.4% year-on-year increase [1][9] Nuclear Fusion - This week, nuclear fusion project tenders reached 2.17 billion yuan, indicating a growing interest and investment in this area [1][48] Power Equipment - The report recommends investment in companies such as 东方电气, 思源电气, and 神马电力, while suggesting to pay attention to 特变电工 [1]

Group 1 - An IT employee in Zhejiang was fined 1.7 billion yuan for stealing company trading algorithms and profiting 88.58 million yuan through insider trading [3][4][5] - The employee, Lin Yiping, was involved in key responsibilities at a tech company linked to two private equity firms, allowing him access to confidential information [3][4] - The regulatory body found sufficient evidence of his wrongdoing, leading to a five-year ban from the securities market [5] Group 2 - The autonomous driving company, Haomo Zhixing, backed by Great Wall Motors, has reportedly ceased operations and is in the process of dissolution [6][7][8] - Haomo Zhixing, established in November 2019, was known for its advancements in autonomous driving technology and had over a thousand employees at its peak [6][7] - The company faced challenges as Great Wall Motors shifted focus to other suppliers, leading to significant management turnover [7] Group 3 - ByteDance's Seed team has seen the departure of seven core members this year, including key figures who have joined Meta and Apple [11] - Former Baidu VP Jing Kun's AI startup Genspark raised $275 million in Series B funding, achieving a valuation of $1.25 billion [12][13] - TikTok's algorithm head, Song Yang, has left for Meta, indicating a trend of talent migration from TikTok to major competitors [14][15] Group 4 - Rabbit, a tech company, has reportedly delayed employee salaries for several months, leading to employee strikes, while the CEO claims a new AI hardware version is forthcoming [16] - New Oriental's chairman, Yu Minhong, faced backlash for a planned trip to Antarctica with employees, which he later clarified was intended for educational purposes [17][18][19] Group 5 - Alibaba's AI application "Qianwen" faced service interruptions due to high user traffic on its launch day, prompting a response from the company [20][21] - Ant Group's AI assistant "Lingguang" also experienced service issues shortly after its launch, indicating high demand for AI tools [22] Group 6 - Google launched the Gemini 3 Pro image model, which is designed for advanced image generation and editing tasks, showcasing significant improvements over competitors [29][30][31] - OpenAI introduced the GPT-5.1-Codex-Max model, optimized for long-running tasks and capable of handling extensive context windows [32][33] - Musk's xAI company released Grok 4.1 Fast, a low-cost model that excels in real-time applications, indicating a competitive landscape in AI development [34][35]