HSUBTEC@EC2611A

优必选 and Hitachi Sign Strategic Cooperation Agreement and Deepen Collaboration

Ubtech Launches Thinker cosmos Developer Community

State Grid Plans to Purchase About 8,500 Embodied Intelligence Devices

UBTECH Fully Holds the Establishment of UBTECH City Technology Co., Ltd

AI Giant UBTech Proposes Share Repurchase and Capital Reduction at Annual General Meeting

2026 Beijing Yizhuang Humanoid Robot Half Marathon Showcases Significant Technological Progress

UBTECH's Humanoid Robot WalkerS2 Enters European Retail Logistics

UBTech's Humanoid Robots Deployed in European Logistics Centers

Ubtech's Cognitive Function Assessment Software Secures Medical Device Registration

Guotai Junan Securities Raises UBTek's Target Price to 184.77 Yuan

UBTech Recruits Chief Scientist with $15 Million Annual Salary Despite Ongoing Losses

UBTECH Revenue Grew by 53.3% in 2025, Humanoid Robots Business Becomes Core Growth Driver

AYI Reports Reduced Net Loss, Stock Price Rises

UBTech Seeks Global Recruitment for Embodied Intelligence Chief Scientist

BofA Securities Raises UBTECH's Performance Forecast and Target Price

Citi Raises UBTECH's Target Price and Upgrades 2026 Revenue Forecast

Aigestech Predicts High Margins in 2026

Hai Gang Embodied Intelligence (Qinhuangdao) Data Co., Ltd. established with holdings from UBTECH subsidiary

YoboSing Reports Narrowed Losses and Significant Revenue Growth

UBTECH ROBOTICS released FY2025 9 Months earnings on March 31 (BJT), actual revenue HKD 1.427 B, actual EPS HKD -1.3571

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UBTECH ROBOTICS has signed a strategic cooperation agreement with Hitachi to explore humanoid robot applications in intelligent manufacturing. The partnership focuses on enhancing flexible production and quality in China's manufacturing sector. They will collaborate on various sectors, including healthcare and semiconductor manufacturing, leveraging UBTECH's robotics technology and Hitachi's manufacturing expertise. The cooperation has entered the validation stage, with the introduction of UBTECH's Walker S2 robot in manufacturing scenarios. The goal is to accelerate the deployment of humanoid robots and support the intelligent transformation of China's manufacturing industry.

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UBTECH ROBOTICS  Enters Strategic Cooperation with Hitachi to Explore Humanoid Robot Application Scenarios

UBTECH Robotics Corp Ltd held its 2025 AGM in Shenzhen on May 7, 2026, where shareholders approved all resolutions, including the 2025 Board report, financial accounts, and profit distribution plan. The appointment of PricewaterhouseCoopers Zhong Tian LLP as the external auditor for 2026 was also endorsed. The meeting confirmed governance continuity and financial planning flexibility, with a current analyst rating of Buy for the stock (HK:9880) and a price target of HK$154.00.

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UBTECH Robotics Shareholders Approve All Resolutions at 2025 AGM

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China's humanoid robotics sector is experiencing a boom, with significant funding and a surge in deliveries expected to double to 28,000 units this year. Companies like Unitree and UBTech are exploring diverse revenue streams, but profitability remains a challenge. Unitree reported a profit with a simple sales model, while UBTech aims to break even within two years despite losses. The State Grid Corporation plans to invest heavily in robot procurement. Agibot, a new player, is diversifying its offerings and generating substantial revenue through data collection and leasing services.

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Hype or real: China’s robot boom faces reality check as commercialisation lags

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JPMorgan's research report highlights a pivotal moment in the humanoid robotics industry, shifting from proof of concept to scaled deployment. The bank identifies key players like Leader Harmonious Drive Systems, Sanhua Intelligent Controls, Minth Group, Hengli Hydraulic, UBTECH, and Hyundai Motor as poised for growth. It notes Tesla's efforts to compete with Chinese firms and Boston Dynamics, emphasizing Hyundai's investments in robotics and AI. The report stresses that commercialization hinges on deployment readiness, with expectations for accelerated pilot projects by 2026.

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JPM: Global Humanoid Robot Race Accelerates, UBTECH  and Others Poised to Capture Growth

The Chinese embodied intelligence sector is experiencing fierce competition for talent, leading companies to offer high salaries. Entry-level algorithm engineers earn around CNY30,000 monthly, while senior engineers can make CNY1,000,000 annually. Companies like Ubtech Robotics are offering salaries up to CNY124 million for top positions. Despite high pay, firms struggle to find qualified candidates due to a mismatch in supply and demand. Many job seekers come from tech backgrounds, and companies are partnering with universities to address the talent shortage in this emerging field.

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Chinese Embodied AI Firms Offer Sky-High Salaries to Draw Top Talent

Ubtech Robotics (SEHK:9880) has proposed a share repurchase and capital reduction at its AGM on May 7, 2026, which includes cancelling repurchased shares and revising its Articles of Association. The current share price is HK$111.4, with a recent 30-day return of 12.53%, but a 90-day decline of 23.17%. The company is trading at a high Price-to-Sales ratio of 24.4x, significantly above industry averages, indicating potential overvaluation. However, a DCF analysis suggests a fair value of HK$172.24, indicating a possible upside. Investors are encouraged to explore broader robotics opportunities.

Simplywall

A Look At Ubtech Robotics (SEHK:9880) Valuation After Proposed Share Repurchase And Capital Reduction

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Fenglong announced that the tender offer period by Shenzhen UBTECH ROBOTICS expired on April 20, 2026. The number of shares acquired was 28.45 million, accounting for 13.02% of the company's total shares, at an acquisition price of 17.72 yuan per share. As further confirmation of the tender offer results is required, the company's stock will be suspended from the market open on April 21, 2026

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Fenglong

Fenglong: Tender Offer Period Expires; Stock Suspended from April 21

The 2026 Beijing Yizhuang Half Marathon and the Humanoid Robot Half Marathon will be held on April 19. Participating robots have shown significant capability improvements, with notable enhancements in running speed and 'route recognition' abilities. More than two-thirds of the 'autonomous run' teams are equipped with Beidou spatiotemporal intelligent kits, whereas most robots in the inaugural 2025 event relied on remote control. This year, more teams have chosen to compete using autonomous navigation

Beidou Spatiotemporal Intelligent Equipment Enables Humanoid Robots to 'Run Autonomously'

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Alibaba released the "World Model" Happy Oyster, which can instantly construct interactive 3D digital worlds. The ABot-PhysWorld model from Amap performs excellently in complex physical scenarios. Investors can pay attention to Alibaba's call warrants and put warrants. UBTECH ROBOTICS is collaborating with Terra Robotics to advance the application of humanoid robots in Europe, with stock prices having risen nearly 30%. Investors should be cautious about the risks of structured products

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At the 2026 Chinese Humanoid Robot Ecosystem Conference, Zhao Jie, Director of the Robotics Research Institute at Harbin Institute of Technology, pointed out that dual-arm humanoid skill operation capability is the core technology determining humanoid robot deployment, far surpassing bipedal walking functions

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Harbin Institute of Technology's Zhao Jie: Dual-Arm Humanoid Skill Operation Capability Is the Core Technology Determining Humanoid Robot Deployment

Powell may not have an FOMC talk, but his recent QnA at a University sparks interests and influenced the market. A simple comment that inflation outlook in check and there's no need to hike rates due to oil shock has the market reacting positively. Let's see how the situation pans out in the next few weeks

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Fed is in a dilemma. On one hand, he is cautious of rising inflation due to wars &amp; tariff, on the other hand, he is watching unemployment rate in the labor market. Do nothing is the best current strategy for the Fed, till events becomes clearer. Singapore is pivoting to partner other trading blocks to increase trade export to like minded countries. And fast adoption of AI to enhance productivity to address rising cost of doing business here. Is all hands on deck. Singapore has to be ahead of the curve due to fast changing political and economical landscape changes to keep growth on track.

Fed’s dovish is shifting short term sentiment, creating a tactical risk on window. Not a full pivot yet,so stay long quality growth but keep macro hedges in placeTesla TERAFAB – Moving into ultra scale compute fits the AI capex boom, where global demand is surging. For now, it’s a high beta narrative play, with execution risk still the main swing factor.Singapore retains solid growth supported by strong manufacturing and AI driven exports, showing underlying resilience despite external risks.

Musk is again promising the sun and moon; selling a dream, forever over promising and shifting goal posts. With the geopolitical event causing headache and pocket-aches to investors, I don't think anyone would be in the mood to be an all-in bull right now...

7 days into negotiation between US and IRAN, but no news of any breakthrough. The war will be long and the blockade will last. Start being defensive people!

As the war continues, oil will be in short supply and cause Singapore to suffer. Yes we do have 6 months of reserve. But one that used up, we are in the same situation as other South East Asia counties... So be worried peeps!

As usual anything from tesla is to take with a pinch of salt. Elon Musk have always over promise but under deliver. Only when it really launches then believe in the narrative!

As the war continues and oil prices remain high, this will naturally cause inflation to tick higher and hence higher interest. Best to brace yourself for heavy repricing!

The tense situation in the Middle East poses a downside risk to Singapore's 3.0% GDP forecast. Singapore's reliance on crude oil processing means that tensions in the Gulf will undoubtedly have a significant impact on its GDP, and stock market fluctuations are inevitable. However, Singapore's position as Asia's top economy also highlights its importance.

The Fed has no choice do they? A faltering labour force in a country which is spending unnecessarily and has to refinance its books soon? Superficially high oil prices are inflationary. However it will be deflationary if it destroys consumers’ spending power - less money to buy other things = demand drop across the board. A smart economist will see beyond the ‘high oil=inflation’ narrative!

HSUBTEC@EC2611A(29347.HK)

UBTECH ROBOTICS Enters Strategic Cooperation with Hitachi to Explore Humanoid Robot Application Scenarios

UBTECH Robotics Shareholders Approve All Resolutions at 2025 AGM

Hype or real: China’s robot boom faces reality check as commercialisation lags

JPM: Global Humanoid Robot Race Accelerates, UBTECH and Others Poised to Capture Growth

Chinese Embodied AI Firms Offer Sky-High Salaries to Draw Top Talent