HK Stock Market Move | UBTECH ROBOTICS (09880) rises nearly 4%, the company successively wins large orders, institutions are optimistic about its long-term competitive advantage.

UBTECH ROBOTICS (09880) rose nearly 4%, as of the time of writing, it increased by 3.87% to HK$139.6, with a turnover of HK$673 million. On the news front, on October 16, UBTECH ROBOTICS won the bid for the "Guangxi Embodied Intelligent Data Collection and Testing Center Equipment Procurement and Installation" project with an order amount of 1.26 billion yuan. On October 15, UBTECH ROBOTICS announced the official signing of a procurement contract with a well-known listed automotive technology company for the humanoid Siasun Robot & Automation, with an order amount exceeding 32 million yuan. As of now, excluding the Marathon champion-level full-size humanoid Siasun Robot & Automation Tian Gong Walker jointly developed by UBTECH ROBOTICS and Beijing Guodi, only the UBTECH ROBOTICS Walker series humanoid Siasun Robot & Automation has already received orders totaling over 630 million yuan. CMSC International pointed out that the company's long-term competitive advantages are: 1) Technological leadership, including independently developed high-precision servo drives, achieving precise motion control, etc.; 2) Strong commercialization capabilities, with education, consumer Siasun Robot & Automation having established sales channels; and humanoid Siasun Robot & Automation has already carried out complex task operations in industrial scenarios such as automotive manufacturing and logistics, leading other competitors, and driving industrial automation upgrades. 3) The first to start mass production, with the most factory training globally; 4) The company's business model of multi-track and multi-field expansion.