Core Viewpoint - Company Ubiquiti (9880.HK), known as the "first humanoid robot stock," has seen a significant stock price increase of over 8%, reaching a market capitalization of 62.77 billion HKD, following the announcement of a major project win worth 126 million CNY [1] Group 1: Company Developments - Ubiquiti announced it has won a project for the procurement and installation of equipment for the "Guangxi Embodied Intelligent Data Collection and Testing Center," with an order amount of 126 million CNY [1] - The project involves Ubiquiti's latest autonomous humanoid robot, Walker S2, which features a self-replaceable battery system and is expected to be delivered by 2025 [1] - Ubiquiti previously secured a 250 million CNY contract for humanoid robot products and solutions, marking it as the largest contract for humanoid robots globally as of that date [1] Group 2: Product and Technology - The Walker S2 is highlighted as the world's first humanoid robot capable of autonomous battery replacement, featuring three core technologies: dual battery power balance, standardized battery compartment quick replacement, and dual-arm collaborative precise battery replacement [2] - Ubiquiti's Walker series humanoid robots have received over 630 million CNY in orders for the year [2] Group 3: Financial Performance - Ubiquiti reported total revenue of 1.305 billion CNY for 2024, a year-on-year increase of 23.65%, but with a net loss of 1.124 billion CNY [3] - In the first half of 2025, Ubiquiti achieved revenue of 621 million CNY, a 27.55% increase year-on-year, while the net loss narrowed to 414 million CNY from 516 million CNY in the previous year [3] Group 4: Market Outlook - Financial analysts are optimistic about Ubiquiti's humanoid robot orders, with plans to produce 1,000 humanoid robots by 2025, and total order amounts nearing 430 million CNY as of September 2025 [4] - Revenue projections for Ubiquiti from 2025 to 2027 are estimated at 1.941 billion CNY, 2.750 billion CNY, and 3.627 billion CNY, representing year-on-year growth rates of 48.69%, 41.67%, and 31.90% respectively [4]
再获亿元大单，优必选股价大涨8%，上半年仍亏损