被 Figure CEO 质疑机器人量产视频造假，优必选发布一镜到底视频回应“他们应多来中国看看”

Core Viewpoint - UBTECH Robotics has showcased the mass delivery of its humanoid robot Walker S2, amidst controversy regarding the authenticity of its promotional video [1][6][7]. Group 1: Product Launch and Delivery - UBTECH released a video on November 12 demonstrating the mass production and delivery of the Walker S2 humanoid robot, highlighting its capabilities such as battery swapping and coordinated movement [1]. - The company emphasized that the Walker S2 represents a significant advancement in intelligent manufacturing [7]. Group 2: Controversy and Response - Brett Adcock, CEO of Figure, claimed that the video featured real robots only in the foreground, suggesting that the rest was digitally fabricated [3]. - In response, UBTECH released a continuous video to counter the claims, asserting the presence of numerous real humanoid robots at the event [6]. - Adcock later expressed concerns about the state of the market, indicating a broader issue of credibility within the industry [10]. Group 3: Industry Insights and Future Outlook - UBTECH's CBO, Tan Min, attributed skepticism to a lack of understanding of China's manufacturing capabilities and encouraged more engagement with the industry [12]. - Tan highlighted that the company has reported a total of 800 million in orders, emphasizing transparency to shareholders and the public [12]. - Goldman Sachs projected that UBTECH would deliver only 10 humanoid robots in 2024, incurring a loss of 1.16 billion, to which Tan explained that the limited deliveries are due to training and application development for the robots [12].