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优必选涨超4% 再签3000万人形机器人大单 总订单金额近4.3亿元
Zhi Tong Cai Jing·2025-09-29 02:36

Core Viewpoint - UBTECH Robotics (09880) has seen a stock increase of 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 [1] Group 1: Contract and Financial Highlights - UBTECH's subsidiary UQI has signed a procurement contract with Tianqi for a total price of 30 million CNY for the Walker S series humanoid robots, to be delivered by December 31, 2025 [1] - Including this order, the total contracts for the Walker series humanoid robots have reached nearly 430 million CNY, which includes approximately 50 million CNY of humanoid robot orders delivered in the first half of the year [1] - In September, UBTECH secured a procurement contract worth 250 million CNY for embodied intelligent humanoid robot products and solutions, marking it as the largest contract for humanoid robots globally to date [1] Group 2: Partnerships and Market Position - UBTECH has established collaborations with notable companies in various sectors, including BYD, Dongfeng Liuzhou Motor, Geely, FAW-Volkswagen, 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, indicating a strong market presence [1] - The company aims to enhance the production capacity of the Walker series humanoid robots to meet customer demand and accelerate the application of humanoid robots in real-world scenarios [1]