Core Insights - UBTECH Robotics, known as the "first humanoid robot stock," has signed a humanoid robot procurement contract with a well-known automotive technology company in A-shares, with a total amount exceeding 32 million yuan [1] - The latest Walker S2 humanoid robot has secured the largest single order globally, and combined with the recent 32 million yuan order, the Walker series has received nearly 500 million yuan in contracts to date [1][2] - The company aims to enhance the mass production capacity of the Walker series to meet the growing demand for humanoid robots [1] Group 1 - The procurement contract with the automotive technology company is set to be delivered by 2025 [1] - In September, UBTECH secured a 250 million yuan contract for the Walker S2 humanoid robot from a well-known domestic enterprise, with delivery starting within the year [1] - UBTECH's subsidiary, UQI, signed a procurement contract with Tianqi Automation Engineering Co., Ltd. for 30 million yuan worth of Walker S series industrial humanoid robots, to be delivered by December 31, 2025 [2] Group 2 - The Walker S2 humanoid robot features a self-replacing battery technology, allowing for 24/7 uninterrupted operation, and incorporates the BrainNet 2.0 network for AI collaboration [2] - In the first half of the year, UBTECH achieved revenue of 621 million yuan, a year-on-year increase of 27.5%, and a gross profit of 217 million yuan, up 17.3% [2] - Research and development expenses amounted to 218 million yuan, representing 35.1% of total revenue [2]
继2.5亿元大订单后 优必选再签3200万元大单