RMB 2 Billion Investment Leverages Approximately RMB 8 Billion in Book Value Gains: Shoucheng Holdings (0697.HK) Enters the Monetization Phase of Its Robotics Investments

HONG KONG, Apr 2, 2026 - (ACN Newswire via SeaPRwire.com) - Shoucheng Holdings’ (0697.HK) investments in the robotics sector are moving from early-stage positioning toward value realization.Management has disclosed that, by the end of 2025, the Company—through multiple industry funds under its management—had cumulatively invested more than RMB 2 billion across the broader robotics industry chain, covering more than 20 companies. According to the Chairman’s Statement for 2025, the valuation of the investment portfolio of the Beijing Robot Industry Development Investment Fund (Limited Partnership) increased by approximately fourfold. On that basis, the corresponding unrealized book gain is estimated at around RMB 8 billion. The robotics business has therefore become one of the most closely watched sources of incremental upside for Shoucheng Holdings in the near term.Based on disclosed projects, Shoucheng Holdings’ robotics strategy is not a series of isolated bets, but rather a systematic deployment across the industry chain. In the field of embodied intelligence and robotics, the Company has made concentrated investments in more than 20 leading companies, including Unitree Robotics, Noetix Robotics, Galbot, DEEP Robotics, Booster Robotics, and Galaxea AI. In the latest Chairman’s Statement, Chairman Zhao Tianyang characterized this approach as “track-level deployment”.Unlike some purely financial investors, Shoucheng Holdings is advancing its robotics business from simply “holding equity stakes” to “operating an industry”. Following an integrated path of “investment + operations + ecosystem,” the Company is building capabilities centered on “funds + scenarios + industry chain,” providing robotics companies with capital support, application scenarios, supply-chain integration, and commercialization pathways. On the offline channel side, its robotics consumer experience brand, Taozhu New Creation, has established five stores in Beijing, with locations including Shougang Park, Beijing Capital International Airport Terminals 2 and 3, and Wangfujing APM, among other core venues. To date, the Company has signed agreements with nearly 100 robotics companies as authorized agents.Market analysts note that the valuation logic for Shoucheng Holdings’ robotics business is transitioning from book valuations in the primary market toward more observable pricing in the capital markets. As a representative investment within Shoucheng Holdings’ robotics portfolio, Unitree Robotics—together with its IPO progress—provides the market with a clearer anchor for assessing the value of Shoucheng Holdings’ robotics assets.From a longer-term perspective, the data points of “more than RMB 2 billion invested, more than 20 companies covered, and portfolio valuation increasing approximately fourfold to around RMB 8 billion” already outline the basic contours of Shoucheng Holdings’ robotics strategy:At the front end, the Company secures leading projects through its funds.In the mid-stage, it accelerates commercialization through channels and service systems.At the back end, it opens up exit and re-rating opportunities through IPOs and capital operations.As projects such as Unitree Robotics move into the capital-market spotlight, the book value of Shoucheng Holdings’ robotics investments, its industrial synergy capabilities, and its subsequent monetization path are becoming increasingly clear. Copyright 2026 ACN Newswire via SeaPRwire.com. All rights reserved. www.acnnewswire.com

20億元布局撬動約80億元賬面增值 首程控股(0697.HK)機器人投資進入兌現窗口

香港, 2026年4月2日 - (亞太商訊 via SeaPRwire.com) - 首程控股(0697.HK)在機器人賽道的投資,正在從前期布局轉向價值兌現。公司管理層透露,截至2025年末,公司通過管理的多支產業基金在泛機器人產業鏈累計投資金額已超過20億元,覆蓋20餘家企業。根據公司2025年主席報告書披露,其參與管理的北京機器人產業發展投資基金投資組合估值已增長約4倍,按這一口徑測算,對應賬面浮盈約80億元,機器人業務已成為首程控股近階段最受關注的增量看點。從已披露項目看,首程控股的機器人投資並非單點押注,而是沿產業鏈展開系統布局。公司在具身智能和機器人領域「集中投資了宇樹科技、松延動力、銀河通用、雲深處、加速進化、星海圖20餘家頭部公司」,公司主席趙天旸在最新發布的主席報告書中將這一打法定義為「賽道級布局」。與部分財務投資機構不同,首程控股正在把機器人業務從「持有股權」推進到「經營產業」。公司圍繞「投資+運營+生態」一體化路徑,構建「基金+場景+產業鏈」能力,為機器人企業提供資金支持、場景應用、供應鏈整合和商業化路徑打通等服務。在線下渠道端,旗下機器人消費體驗品牌「陶朱新造局」已在北京完成5家門店布局,落點包括首鋼園、首都機場T2和T3、王府井APM等核心場景;目前,公司已簽約近百家機器人公司成為授權代理商。市場分析人士指出,首程控股機器人業務的估值邏輯,正在由一級市場賬面估值向更可觀察的資本市場定價過渡。宇樹科技作為首程控股機器人投資版圖中的代表性項目,其IPO進展為市場觀察首程控股機器人資產價值提供了更清晰的錨點。放在更長週期看,「投資超20億元、覆蓋20餘家企業、投資組合估值增長約4倍至80億元」這一組數據,已經勾勒出首程控股在機器人賽道的基本輪廓:前端通過基金完成頭部項目卡位,中端通過渠道和服務體系推動商業化落地,後端借助IPO和資本運作打開退出與重估空間。隨著宇樹科技等項目進入資本市場視野,首程控股機器人投資的賬面價值、產業協同能力和後續兌現路徑,正在變得更加清晰。 Copyright 2026 亞太商訊 via SeaPRwire.com. All rights reserved. www.acnnewswire.com