21专访｜优必选周剑：相比表演秀，人形机器人更要进工厂干实事

Core Viewpoint - UBTECH has successfully launched its 1000th industrial humanoid robot, Walker S2, which will be deployed in key sectors such as automotive manufacturing, smart manufacturing, and logistics [2][3] Production and Delivery - The company has achieved an annual production capacity of over 1000 units and plans to increase this to 10,000 units by 2026, with over 500 units expected to be delivered in 2025 [2][3][5] - The Walker S series has become the most widely used humanoid robot in training across various automotive factories [2] Market Strategy - UBTECH focuses on practical applications in industrial settings, specifically targeting high turnover, high management difficulty, and repetitive tasks [3][8] - The company has adopted a three-step strategy: starting with industrial manufacturing, followed by commercial services, and finally home companionship [4] Order Acquisition - The company has secured several large orders, including a record single order of 264 million yuan, primarily from the automotive and smart manufacturing sectors [3][4] - The demand for humanoid robots is driven by labor shortages in repetitive and hazardous jobs, with a projected talent gap of nearly 30 million in China's manufacturing sector by 2025 [7] Technological Development - UBTECH has invested in a full-stack technology approach, including hardware control, AI, and visual servo systems, to enhance the capabilities of its robots [4][10] - The introduction of group intelligence technology allows for collaborative work among humanoid robots, significantly improving efficiency [10][11] Cost Management - The company anticipates a 20%-30% reduction in manufacturing costs annually, aiming to keep the cost per unit below $20,000 at scale [14] - UBTECH is focusing on optimizing design, manufacturing processes, and supply chain integration to achieve cost reductions [12][14] Industry Outlook - The humanoid robot industry is expected to see significant growth, with potential market sizes reaching hundreds of billions to trillions [17] - Despite rapid advancements, the widespread adoption of humanoid robots in everyday life is projected to take 5-10 years [17]