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港股异动 | 优必选(09880)涨超4% 再签3000万人形机器人大单 总订单金额近4.3亿元
智通财经网·2025-09-29 02:32

Core Viewpoint - UBTECH Robotics (09880) shares rose over 4%, currently trading at 139.3 HKD with a transaction volume of 638 million HKD, following the announcement of a procurement contract with Tianqi Automation Engineering Co., Ltd. for industrial humanoid robots valued at 30 million CNY [1] Group 1: Contract and Financial Highlights - UBTECH's subsidiary UQI has signed a procurement contract with Tianqi Automation for a total price of 30 million CNY for the Walker S series humanoid robots, to be delivered by December 31, 2025 [1] - With this new order, the total contracts for the Walker series humanoid robots have reached nearly 430 million CNY, including approximately 50 million CNY in orders delivered in the first half of the year [1] - In September, UBTECH secured a 250 million CNY contract for embodied intelligent humanoid robot products and solutions, marking it as the largest humanoid robot contract globally to date [1] Group 2: Partnerships and Market Position - UBTECH has established partnerships with notable companies in various sectors, including BYD, Dongfeng Liuzhou Motor, Geely, FAW-Volkswagen Qingdao, Audi FAW, BAIC New Energy, Foxconn, and SF Express, focusing on new energy vehicle manufacturing, 3C manufacturing, and smart logistics [1] - The Walker S series humanoid robots are now utilized in the most factories globally for practical training [1] - The company aims to enhance the mass production capacity of the Walker series humanoid robots to meet customer demand and accelerate their application in real-world scenarios [1]