Core Viewpoint - Company Ubiquiti (09880) has seen a nearly 4% increase in stock price, attributed to recent contract wins totaling over 1.5 billion yuan, indicating strong demand for its humanoid robots and a solid competitive position in the market [1] Group 1: Recent Developments - On October 16, Ubiquiti won a project for the procurement and installation of equipment for the "Guangxi Embodied Intelligent Data Collection and Testing Center," with an order value of 126 million yuan [1] - On October 15, Ubiquiti announced a humanoid robot procurement contract with a well-known listed automotive technology company, valued at over 32 million yuan [1] - Ubiquiti's Walker series humanoid robots have secured over 630 million yuan in orders for the year, excluding a joint development project with Beijing Guodi [1] Group 2: Competitive Advantages - Ubiquiti possesses long-term competitive advantages, including: - Leading technology with self-developed high-precision servo drivers for precise motion control [1] - Strong commercialization capabilities with established sales channels for educational and consumer robots, and successful implementation of humanoid robots in industrial settings such as automotive manufacturing and logistics [1] - Early mass production and extensive factory training globally [1] - A diversified business model that expands across multiple sectors and fields [1]
优必选涨近4% 公司接连斩获大额订单 机构看好其长期竞争优势