会给自己换电的人形机器人拿下近1亿元订单，采购方又是车企

Core Insights - The humanoid robot industry is witnessing significant procurement contracts, with UBTECH Technology winning the largest single bid for robot equipment worth 90.51 million yuan from Miyi (Shanghai) Automotive Technology Co., Ltd [1][2] - UBTECH has secured a total of 285 bids to date, indicating strong market demand and growth potential in the humanoid robot sector [2] - The commercial deployment of humanoid robots is accelerating, with companies like Zhiyuan Robotics and Yushu Technology also winning substantial contracts [5] Company Highlights - UBTECH's recent contract is its largest to date, surpassing previous projects, including a 72.995 million yuan contract for humanoid and service robots [2] - The company has launched the Walker S2, the world's first humanoid robot with autonomous battery swapping capabilities, aiming to deliver 500 units this year [2] - UBTECH's Walker series robots are already in use at major automotive manufacturers like NIO, BYD, and Audi FAW for quality inspection and labeling tasks [4] Industry Trends - The humanoid robot market is entering a phase of commercialization, with domestic manufacturers achieving significant order breakthroughs [5] - The successful bids by Zhiyuan Robotics and Yushu Technology for a project with China Mobile indicate a growing interest and investment in humanoid robotics [5] - The industry is expected to see increased capital expenditure as leading domestic robot manufacturers advance their capital processes [5]