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优必选正式签署小批量人形机器人采购合同 人形机器人产业链发展空间广阔(附概念股)
Zhi Tong Cai Jing·2025-04-28 01:57

Group 1 - Company UBTECH has made significant progress in the commercialization of humanoid robots by signing a procurement contract for industrial humanoid robots Walker S1 and Walker C with several well-known automotive manufacturers [1] - The contract marks the first small-batch procurement of humanoid robots globally, indicating a solid step towards the application of humanoid robots in industrial manufacturing scenarios [1] - UBTECH aims to produce approximately 1,000 humanoid robots this year to gather more data in real customer environments [1] Group 2 - Midea announced that its self-developed humanoid robots will enter a washing machine factory in Jingzhou, Hubei, in May for machine operation, equipment inspection, and logistics [2] - By the second half of this year, Midea's humanoid robots will also be deployed in offline stores for commercial guidance and coffee-making [2] - According to TrendForce, 11 major humanoid robot manufacturers in China plan to start mass production in 2024, with expectations that the market value of humanoid robots will exceed 4.5 billion RMB by 2025 [2] Group 3 - According to a report from招商证券, 2025 is expected to be the year of mass production for humanoid robots, indicating a positive outlook for the humanoid robot industry [3] Group 4 - Related Hong Kong stocks in the humanoid robot industry include UBTECH, Midea Group, and 越疆, along with component suppliers such as 金力永磁, 德昌电机控股, and others [4]