空客人形机器人订单推动优必选股价飙升

Core Viewpoint - Company shares of UBTECH Robotics rose by 8.63% to 144.7 HKD per share, reaching a market capitalization of 728.42 billion HKD, the highest level since October 31 of the previous year, following the announcement of a humanoid robot service agreement with Airbus [2] Group 1: Partnership and Market Expansion - UBTECH has signed a humanoid robot service agreement with Airbus, which includes the procurement of the latest industrial humanoid robot Walker S2 for its manufacturing facilities [2] - This partnership signifies UBTECH's expansion of humanoid robot applications from industrial scenarios in China to global sectors including aerospace manufacturing, automotive manufacturing, 3C electronics manufacturing, smart logistics, and semiconductor manufacturing [2] - The company aims to explore specific applications in intelligent handling, intelligent sorting, and intelligent quality inspection by 2025, establishing initial capabilities in smart manufacturing [2] Group 2: Order Volume and Technological Investment - UBTECH's humanoid robot orders exceeded 1.4 billion CNY in total last year, leading the global market [2] - The current orders for the Walker S2 primarily come from key sectors such as automotive manufacturing, smart manufacturing, and smart logistics [3] - The founder and CEO of UBTECH highlighted that the substantial order volume is a result of the company's investment in humanoid robot technology and its commercialization efforts [3] Group 3: Strategic Planning and Product Development - UBTECH has outlined a three-step strategic plan for humanoid robot applications, focusing first on industrial manufacturing, followed by commercial services, and finally home companionship [3] - The company has conducted extensive research with over 20 automotive manufacturers and 30 industrial clients to define application scenarios and product needs, facilitating the integration of the Walker S series into new energy vehicle factories for practical training [3] - UBTECH has launched the third-generation Walker S2, which features autonomous battery swapping capabilities, and has developed various technologies to meet customer needs, laying the groundwork for future orders [4]