一财主播说 | 优必选人形机器人再获1.43亿订单 订单之外，实际交付闭环能跟上吗？

Core Viewpoint - The company, UBTECH, has secured significant contracts in the humanoid robot sector, indicating strong market demand and operational capabilities despite industry skepticism [1] Group 1: Contract Wins - UBTECH has won a contract for the Jiangxi Jiujiang Humanoid Robot Data Collection and Training Center project, amounting to 143 million yuan [1] - In 2023, UBTECH has achieved multiple large contracts, including a 250 million yuan procurement contract in September and a 126 million yuan order in October [1] - The company has received additional orders in November totaling 159 million yuan, 264 million yuan, and 143 million yuan, with the 264 million yuan order setting a record for the largest single order in the global humanoid robot market [1] Group 2: Total Orders and Production - The total order value for UBTECH's Walker series humanoid robots has reached 1.3 billion yuan for the year, maintaining a leading position globally [1] - The Walker S2 model has commenced mass production and delivery as of mid-November, with the first batch of hundreds of units deployed for industrial applications [1] Group 3: Industry Challenges - Despite the impressive order figures, there are ongoing concerns within the industry regarding the actual delivery capabilities and operational execution of these contracts [1] - Analysts emphasize that while order amounts are significant, the focus should also be on the company's ability to close the delivery loop effectively [1] - Related orders may alleviate financial pressures and assist the company in market penetration and experimentation [1]