港股 “人形机器人第一股” 再发力 与空客签署人形机器人服务协议
Zheng Quan Shi Bao Wang·2026-01-18 13:33

Core Viewpoint - Company UBTECH Robotics has signed a humanoid robot service agreement with Airbus, marking a significant step in expanding the application of humanoid robots in the global aviation manufacturing sector [1] Group 1: Partnership and Collaborations - UBTECH has entered into a service agreement with Airbus, which includes the procurement of the latest industrial humanoid robot Walker S2 for Airbus's manufacturing facilities [1] - The company has also signed a framework cooperation agreement with the National Robot Testing and Certification Center (Guangzhou) to enhance the quality and certification of humanoid robots and their core components [2] Group 2: Market Expansion and Projections - Following a strategic partnership with Texas Instruments, UBTECH is expanding its humanoid robot applications from the Chinese industrial scene to global markets, including aviation, automotive, 3C electronics, smart logistics, and semiconductor manufacturing [1] - The company projects that by 2025, the total order value for its humanoid robots will exceed 1.4 billion yuan, leading the global market [1] - By 2026, UBTECH aims to achieve a production capacity of 10,000 units of industrial humanoid robots, including related services, while also expanding into overseas manufacturing markets [1] Group 3: Standardization Efforts - UBTECH is actively involved in the Ministry of Industry and Information Technology's standardization committee for humanoid robots and embodied intelligence, with key executives holding leadership positions [3] - The company has led the development of national technical standards for humanoid robot operations, positioning itself as a key player in the standardization of over 40 standards in the fields of intelligent robotics and artificial intelligence [3]