優必選擲17億人民幣收購烽籠，人形機器人戰爭轉向「供應鏈」決戰
中國人形機器人巨頭優必選科技，斥資近17億元人民幣收購機械零件製造商浙江烽籠，旨在鎖定關鍵產能，為人形機器人規模化生產鋪路。此舉標誌著產業競爭已從研發轉向供應鏈的掌握。
人形機器人產業的競爭，正從演算法轉向生產線。中國人形機器人龍頭企業優必選科技（UBTech Robotics）宣布，將斥資近17億元人民幣（約2.37億美元）現金，收購深圳上市的機械零件製造商浙江烽籠（Zhejiang Fenglong）的控股權。此舉劍指鎖定關鍵製造產能，為未來人形機器人的規模化生產提前佈局。
兩階段收購計畫剖析
根據計畫，這筆交易將分兩階段進行。第一步，優必選將以11.6億元人民幣從現有股東手中收購浙江烽籠29.99%的股份。緊接著，將再發起自願性部分要約，收購不超過13.02%的股份。交易完成後，優必選將穩固掌握這家關鍵零組件供應商的控制權。
從研發到量產：掌握硬體命脈
這起收購案的背後，是人形機器人產業發展的必然趨勢。當AI大腦的智慧程度日趨成熟後，競爭的下一個決勝點，無疑是能否穩定、高效地製造出高品質的機器人硬體本體。透過將供應鏈上游的精密零件製造商納入麾下，優必選意圖消除未來量產時可能出現的供應鏈瓶頸，此舉可謂深謀遠慮。
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