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被Figure CEO质疑机器人量产视频造假,优必选一镜到底视频回应

Core Insights - The company UBTECH released a video showcasing the mass production delivery of its humanoid robot Walker S2, demonstrating capabilities such as battery swapping and coordinated movement [1] - A claim was made by Brett Adcock, CEO of Figure, suggesting that the video contained computer-generated effects, which UBTECH refuted by releasing an unedited video showing numerous humanoid robots on-site [3][6] - UBTECH's CBO, Tan Min, attributed skepticism towards the company's capabilities to a lack of understanding of China's intelligent manufacturing and supply chain systems, urging critics to observe the industry firsthand [8] Industry Context - Goldman Sachs reported that the humanoid robot industry is experiencing a "capacity futures frenzy," predicting that UBTECH will deliver only 10 humanoid robots in 2024, resulting in a loss of 1.16 billion yuan [8] - In response, Tan Min explained that the limited deliveries in 2024 are due to the company focusing on training single units for various applications, with plans to expand into multi-unit applications by 2025 [8]