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优必选上半年收入6.21亿元同比增长近三成,下半年将发布新应用场景新品

Core Insights - The company, UBTECH Robotics, reported a revenue of 621 million yuan for the first half of 2025, representing a year-on-year growth of 27.5% [1] - Gross profit reached 217 million yuan, with a year-on-year increase of 17.3%, resulting in an overall gross margin of 35% [1] - The net loss narrowed to 439 million yuan, a reduction of 17.2% compared to the previous year [1] Revenue Breakdown - Revenue from educational intelligent robots and solutions amounted to 240 million yuan, showing a year-on-year growth of 48.8% [1] - Revenue from consumer-grade robots and other hardware devices was 260 million yuan, reflecting a year-on-year increase of 49.8% [1] - Revenue from logistics intelligent robots and solutions decreased to 56 million yuan, down 5.7% year-on-year [1] - Revenue from other customized intelligent robots and solutions fell to 64 million yuan, a decline of 29.8% year-on-year, primarily due to a focus on developing new application scenarios [1] Future Outlook - The company has recently secured a major project for humanoid robots, valued at nearly 100 million yuan, and expects to deliver 500 industrial humanoid robots within the year [1]