① What is the main role of the humanoid robotics and embodied intelligence standardization technical committee? ② What is the strategic purpose of Minimally Invasive Robotics' acquisition of Fenglong Co., Ltd.?
Hong Kong-listed robotics stocks performed actively today. As of press time, $MEDBOT-B (02252.HK)$ rose nearly 24%, $UBTECH ROBOTICS (09880.HK)$ rose nearly 12%, $DOBOT (02432.HK)$ rising over 10%, $YUNJI (02670.HK)$ Surged over 7%, $SANHUA (02050.HK)$ Up more than 5%.
National Standardization Committee Established: Humanoid Robotics Industry Enters a New Phase of Standardization
On December 27, the 'Humanoid Robotics and Embodied Intelligence Standardization Technical Committee' (referred to as the 'Standardization Committee') under the Ministry of Industry and Information Technology was officially established in Beijing. This move is considered a key step in implementing the decisions and arrangements of the CPC Central Committee and the State Council regarding accelerating the integration of artificial intelligence and robotics. It aims to promote high-quality standards supply through enhanced standard leadership, thereby advancing the maturity and large-scale application of humanoid robotics and embodied intelligence technologies.
The Standardization Committee will focus on six major areas: basic commonalities, key technologies, core components, whole systems, application scenarios, and safety regulations, systematically advancing the formulation and revision of relevant industry standards. Its secretariat is located at the China Electronics Society.
Notably, in the previously announced list of committee members, representatives from several leading companies in the industrial chain were selected, including Jiaochao Jiao from Ubtech Robotics, $CHERY AUTO (09973.HK)$ Guibing Zhang, $ZTE (00763.HK)$ Zhiyong Zhao, as well as technical and management professionals from Unitree Robotics, Zhiyuan Robotics, $XIAOMI-W (01810.HK)$ , Huawei, Hisense, $XPENG-W (09868.HK)$ , Zhiji Dynamics, Fourier Intelligence, DeepRobotics, and other companies.
Ubtech Robotics Makes Major Acquisition of Fenglong Co., Ltd., Strengthens Layout in Humanoid Robotics Industry Chain
In addition to overall positive trends in the industry, $UBTECH ROBOTICS (09880.HK)$ A recent announcement revealed that the company has signed agreements with four independent third parties to acquire a total of 65,529,900 shares of A-share listed company Fulong Co., Ltd. at a price of RMB 17.72 per share. Concurrently, a partial tender offer for an additional 28.45 million shares is planned. The total consideration for this transaction amounts to RMB 1.665 billion.
Upon completion of the transaction, Ubtech Robotics will hold no less than 93,957,500 shares of Fulong Co., Ltd., representing 43% of its total share capital, thereby becoming the controlling shareholder. The actual control of the company will be transferred to Zhou Jian, founder of Ubtech Robotics.
Fulong Co., Ltd.'s main business includes the research and manufacturing of garden machinery engines and electric equipment, hydraulic control systems, and automotive components. It boasts robust precision manufacturing capabilities, a mature supply chain system, and an extensive customer base. This acquisition is considered a key strategic move by Ubtech Robotics to strengthen its humanoid robotics industry chain and enhance core manufacturing capabilities.
MicroPort Robot approved for its seventh surgical robot, leading in all five global golden tracks
At the same time, $MEDBOT-B (02252.HK)$ In a recent announcement, its independently developed bronchoscope surgical robot — the UniPath Electronic Bronchoscope Surgical Navigation System — has officially received approval from the National Medical Products Administration (NMPA) for market launch.
As a non-invasive robotic surgery platform utilizing natural orifices, UniPath is equipped with ultra-compliant, ultra-thin snake-like catheters capable of accessing deep, narrow areas of the lungs through the body's natural pathways, enabling precise diagnosis and intervention for small nodules and early-stage lung cancer lesions.
To date, MicroPort Robot has received regulatory approval for seven surgical robot products, making it the world's first and currently only company to cover all five 'golden tracks' (laparoscopy, orthopedics, vascular interventions, natural orifice procedures, and percutaneous punctures) and achieve full commercialization across all tracks.
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Editor/KOKO