Core Insights - Company UBTECH has secured a significant order worth 126 million yuan for the procurement and installation of humanoid robot equipment in Guangxi, marking a milestone in the commercialization of humanoid robots [2][5] - The total orders for the Walker series humanoid robots have exceeded 630 million yuan for the year, indicating strong market demand [6] Group 1 - The recent order includes the latest model, Walker S2, which features innovative autonomous battery swapping technology and advanced AI capabilities [3] - The Walker S2 was launched in July and is designed for continuous operation, enhancing its utility in various applications [3] - The company is facing challenges in production and delivery due to the influx of large orders, prompting efforts to scale up manufacturing capabilities [6] Group 2 - In September, UBTECH secured a contract worth 250 million yuan for humanoid robot products and solutions, which is currently the largest single order for humanoid robots globally [6] - Another contract was signed with a well-known automotive technology company for over 32 million yuan, further solidifying the demand for the Walker S2 [6] - All projects are scheduled for delivery by 2025, highlighting the urgency for the company to enhance its supply chain and production processes [6]
优必选，又有上亿大单！