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09880UBTECH ROBOTICS(09880) 证券时报网·2025-01-06 01:37

Core Viewpoint - The humanoid robot company UBTECH has announced a 12-month lock-up commitment from its CTO, executive directors, and a personal shareholder, indicating confidence in the company's future development and long-term value [1] Group 1: Company Developments - UBTECH's humanoid industrial robots have completed the first phase of training at car factories, achieving significant improvements in core technologies such as joint stability, overall structure reliability, battery life, software system stability, positioning navigation, and motion control [1] - The Walker S1 robot has shown a 100% increase in efficiency and a 30% improvement in stability during initial training at BYD's automotive factory, with ongoing optimization expected to enable large-scale delivery by Q2 [1] - The Walker S1 has completed the first phase of logistics tasks at Foxconn and is set to expand its testing in the second phase to cover more areas with additional humanoid robots [2] Group 2: Industry Collaborations - In 2024, UBTECH has partnered with multiple automotive manufacturers and logistics companies, including Dongfeng Liuzhou, Geely, FAW-Volkswagen, Audi FAW, BYD, BAIC New Energy, and logistics firm SF Express, making it the humanoid robot company with the most training engagements in car factories globally [2] - The company has received over 500 intention orders for its Walker S industrial humanoid robots, marking a critical phase in its industrialization process [2]