近亿元！优必选中标全球人形机器人单笔金额最大采购订单【附人形机器人行业发展趋势】

Group 1 - UBTECH Technology successfully won a procurement project for robotic equipment from Miyi (Shanghai) Automotive Technology Co., amounting to 90.51 million yuan, marking the largest single procurement order in the humanoid robot field globally [2] - The product involved in this procurement is the self-developed industrial humanoid robot by UBTECH, which was announced just a day before the bid win [2] - UBTECH plans to deliver 500 units of industrial humanoid robots to the smart manufacturing industry by 2025 [2] Group 2 - UBTECH, founded on March 31, 2012, has a registered capital of 419.56 million yuan and is recognized as a global leader in artificial intelligence and humanoid robotics [6] - The company possesses a comprehensive technical capability in humanoid robotics, covering the entire R&D chain from hardware control technologies to AI algorithms and application frameworks [6] - UBTECH has over 2,450 patents related to robotics and AI, with more than 450 overseas patents, and holds the highest number of effective patents in humanoid robotics globally [9] Group 3 - The humanoid robot Walker S series has been implemented in over 30 leading industry production lines, achieving a failure rate of less than 0.3% and an efficiency rate 1.8 times that of human workers [9] - Shenzhen has rapidly emerged as a "pioneer city" in the global humanoid robotics industry, supported by unique policy backing, industrial chain advantages, and technological innovation capabilities [9][11] - As of March 2025, Shenzhen has gathered over 1,600 actuator companies, 2,600 sensor manufacturers, and 1,000 AI companies, forming a closed-loop ecosystem in the humanoid robotics industry [11] Group 4 - The Ministry of Industry and Information Technology's guidance document indicates that by 2027, the humanoid robotics industry is expected to achieve accelerated scale development, with products deeply integrated into the real economy [12] - Industry experts believe that a revolutionary transformation in humanoid robotics will require an additional 3-4 years, with significant advancements in AI capabilities needed [14] - The focus should be on areas where robots can take over repetitive and hazardous tasks, allowing humans to concentrate on creative and emotional activities, which is seen as a true advancement in technological civilization [14]