SIASUN(SZ:300024) Zheng Quan Shi Bao Wang·2025-08-29 12:41Core Viewpoint - The company, UBTECH, reported strong growth in its financial performance for the first half of 2025, driven by advancements in humanoid robotics and AI education, with a focus on industrial applications [2][3][4] Financial Performance - In the first half of 2025, UBTECH achieved revenue of 621 million yuan, representing a year-on-year increase of 27.5% - The gross profit for the same period was 217 million yuan, reflecting a year-on-year growth of 17.3% - Research and development expenses amounted to 218 million yuan, accounting for 35.1% of total revenue [2] Humanoid Robotics Development - UBTECH made significant progress in humanoid robot deliveries, with plans to deliver 500 industrial humanoid robots by the end of 2025 - The company secured a large procurement contract for humanoid robots in April and won a record-breaking procurement project worth 90.51 million yuan in July [2] - The company has focused on continuous R&D investment in embodied intelligent humanoid robots and industrial application scenarios [2][3] Technological Innovations - UBTECH has achieved breakthroughs in key technologies such as high-performance servo drives, large model technology, and multimodal interaction technology - The new generation of industrial humanoid robot, Walker S2, features advanced task planning, dexterous operation, navigation, and human-robot interaction capabilities - Walker S2 includes a unique hot-swappable battery system, allowing for 3-minute battery changes and 24/7 operational capability [3] Industry Standards and Patents - As of June 30, 2025, UBTECH holds 2,790 authorized patents and has actively participated in the formulation of over 40 standards in the field of intelligent robotics and AI, including three national standards [3] Future Outlook - The company aims to accelerate the application of humanoid robots across various sectors, including industrial manufacturing, commercial services, research and education, and home companionship, contributing to new industrialization and productivity [4]