优必选以2.37亿美元收购奉龙43%股权

香港上市公司优必选机器人公司同意以近17亿元人民币(2.37亿美元)现金收购浙江奉龙43%的股权,以锁定关键制造产能,推动人形机器人生产规模化。

中国领先的人形机器人制造商优必选机器人公司(UBTech Robotics)正在加强供应链控制,通过两阶段交易收购深圳上市的机械零部件制造商浙江奉龙(Zhejiang Fenglong)的控制权,总额近17亿元人民币(2.37亿美元)。

根据周三向香港交易所提交的备案文件,第一阶段交易中,优必选将从现有股东处收购奉龙29.99%的股权,支付11.6亿元人民币。随后,将通过自愿部分要约收购额外13.02%的股权,约5.04亿元人民币。报价价格为每股17.72元人民币,比12月17日收盘价19.68元人民币(交易暂停前)折价10%。

第一阶段完成后,优必选将获得提名奉龙七名董事会董事中的六名的权利。两阶段完成后,该香港上市公司预计持有至少43%的股权。

奉龙主要生产园林工具发动机、汽车零部件和机械压力控制系统。其股份于周四恢复交易后立即触及10%的每日涨停上限,开盘价为21.65元人民币。

这一交易反映了中国机器人企业日益关注A股收购,以紧固人形机器人供应链。

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Illustration depicting Tesla Optimus robot production challenges from reliance on costly Chinese parts in a U.S. factory.
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Tesla's plans to manufacture its Optimus humanoid robot entirely in the United States face significant hurdles due to reliance on Chinese suppliers. A Morgan Stanley report estimates that excluding Chinese components could nearly triple the robot's manufacturing costs from $46,000 to $131,000 per unit. This dependency highlights a broader split in the robotics industry between American software innovation and Chinese hardware dominance.

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China captured nearly 90% of global humanoid robot sales in 2025, with domestic firms Unitree and Agibot topping the charts. American companies, including Tesla, sold far fewer units despite ambitious targets. This early dominance mirrors China's strategy in electric vehicles, bolstered by state support and supply chains.

During Tesla's third-quarter earnings call on October 2025, CEO Elon Musk highlighted the company's Optimus humanoid robot as potentially its biggest product ever, stating it could account for 80% of Tesla's value. Despite mixed financial results with record vehicle sales but declining profitability, Musk described Optimus as an 'infinite money glitch' at scale. He also expressed a need for strong influence over what he called a 'robot army' to proceed with development.

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Tesla's Chinese division teased on Weibo that the redesigned Optimus V3 humanoid robot, capable of learning tasks by observing humans, is about to be unveiled. This follows recent earnings announcements shifting production resources to Optimus amid plans for up to 1 million units annually.

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中国工业和信息化部部长李乐成表示,2025年中国核心人工智能产业产值超过1.2万亿元人民币(1650亿美元),从事该领域的企业超过6200家。此言于全国人大第四次会议开幕后提出,凸显政府推动技术升级以支持经济增长的努力。

 

 

 

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