“人形机器人第一股”，再获大单

Group 1 - Company UBTECH has won a procurement project for the "Intelligent Data Collection and Testing Center Equipment" in Guangxi, with an order amount of 126 million yuan [1] - The project includes the latest autonomous humanoid robot Walker S2, with delivery planned for 2025 [1] - UBTECH aims to expand the production capacity of the Walker series robots to meet the increasing demand and orders [3] Group 2 - UBTECH has signed a procurement contract with a well-known A-share automotive technology company for humanoid robots, totaling over 32 million yuan, also set for delivery in 2025 [3] - As of now, the Walker series has secured over 630 million yuan in orders for the year, excluding a joint development project with Beijing Guodi [3] - The focus of UBTECH's industrial humanoid robots is on logistics, sorting, and quality inspection, addressing labor shortages and high turnover rates in these areas [3] Group 3 - UBTECH's Vice President stated that the hardware technology for humanoid robots is converging and costs are decreasing, with software systems becoming more mature [3] - The company is preparing for larger-scale deliveries after fulfilling smaller pre-orders [4] - Various companies, including Topband and Feirongda, are collaborating with UBTECH, indicating a growing ecosystem around humanoid robotics [4]