500亿人形机器人龙头再获亿元订单,股价年内翻倍
2 1 Shi Ji Jing Ji Bao Dao·2025-11-28 04:31

Core Insights - Company UBTECH Robotics has won a bid for a humanoid robot data collection and training center project in Jiujiang, Jiangxi, with a contract value of 143 million yuan [2] - The project will utilize UBTECH's latest industrial humanoid robot, Walker S2, aiming to establish a leading and technologically advanced training center in Jiangxi [2] - The total order value for the Walker series humanoid robots is projected to reach 1.3 billion yuan by 2025, excluding certain educational and smaller robot models [2] Financial Performance - In the first half of the year, UBTECH reported revenue of 621 million yuan, a year-on-year increase of 27.55%, while the net loss narrowed to 414 million yuan from 516 million yuan in the same period last year [3] - As of the latest trading session, UBTECH's stock price rose to 113.70 HKD per share, reflecting a 4.41% increase, with a total market capitalization of 53.7 billion HKD, and the stock price has doubled over the year [3] Production and Capacity - UBTECH's Walker S2 humanoid robots have commenced mass production and delivery, with an expected annual delivery volume exceeding 500 units [2] - The current production capacity for UBTECH's industrial humanoid robots stands at 300 units per month [2] Strategic Initiatives - UBTECH plans to issue 31.09 billion HKD through the placement of 31.468 million new H-shares, with 75% of the proceeds allocated for investments or acquisitions in the supply chain, aiming to strengthen its position in the humanoid robot industry [2]