SIASUN(SZ:300024) Mei Ri Jing Ji Xin Wen·2025-11-25 02:06Core Viewpoint - UBTECH Robotics, known as the "first humanoid robot stock," has won a bid for a humanoid robot project worth 264 million yuan, focusing on data collection and testing in Guangxi [1] Group 1: Company Developments - UBTECH's latest product, the Walker S2, will be the main focus of the project, which includes applications in passenger guidance, patrol inspection, logistics, and commercial services [1] - The total order amount for UBTECH's Walker series humanoid robots is projected to reach 1.1 billion yuan by 2025, excluding other robot models [1] - UBTECH successfully entered the MSCI China Index on November 24, with trading volume reaching 3.1 billion HKD, indicating strong international investor interest [1] Group 2: Industry Standards and Committee Formation - The Ministry of Industry and Information Technology has announced the formation of a standardization technical committee for humanoid robots, with a public consultation period from November 25 to December 24, 2025 [3][4] - The committee aims to optimize the standardization roadmap, accelerate the development of key technology standards, and promote international cooperation in standardization [8] Group 3: Key Personnel - Wang Xingxing from Yushu Technology and Peng Zhihui from Zhiyuan Innovation are proposed as deputy chairpersons of the new committee [4][6] - Wang Xingxing has a background in robotics, having created the first quadruped robot while still an undergraduate, and has since founded his own company [7] - Peng Zhihui, known as a prominent figure in the robotics industry, has rapidly advanced his company, launching several humanoid robots and establishing a production facility [7]