优必选谭旻：十三载迎“历史性时刻”，机器人开启量产“加速度”

Core Insights - The Walker S2 humanoid robot from UBTECH has become a focal point at the 15th National Games, symbolizing the integration of technology and culture [1] - The robot is designed for industrial applications, capable of autonomous battery replacement in just three minutes, and is already operational in various training factories [1] - The company has set a clear "three-step" strategy for future development, focusing first on industrial smart manufacturing before expanding into household applications [2] Group 1 - The Walker S2 robot is recognized as a significant productivity tool, achieving work efficiency comparable to skilled workers in sorting, handling, and quality inspection [1] - The company has received a substantial number of orders concentrated in core industrial manufacturing scenarios, marking a historic moment in its 13-year journey [1] - The robot features dual-vision and fisheye lenses for 360-degree environmental awareness, ensuring safety and efficiency in complex industrial settings [1] Group 2 - UBTECH's first step in its strategy is to focus on large-scale applications of humanoid robots in factories, aiming for a scale of 100,000 units to achieve a significant leap in intelligence [2] - The company currently has a production capacity of approximately 300 units per month, with a goal to deliver over 500 units this year and scale up to 3,000 to 5,000 units next year [2] - By 2027, UBTECH aims to achieve an annual production scale of 10,000 units, leveraging rapid iteration and cloud-based collaborative learning to enhance the capabilities of its robots [2] Group 3 - The company's long-term strategic focus and continuous investment in core technologies have been crucial to its development over the past 13 years [3] - UBTECH emphasizes the importance of application scenarios to drive technological breakthroughs and commercial validation [3] - The company is now positioned at a new starting point, aiming for large-scale applications and deep industry empowerment [3]