花旗：优必选机器人_2025 年行业考察追踪_2025 年人形机器人交付后置

Flash | 25 Jun 2025 11:59:50 ET │ 12 pages UBTECH Robotics (9880.HK) Industrial Tour Tracker 2025 | Back-Loaded Humanoid Robot Delivery in 2025 CITI'S TAKE We met with UBTECH in Shenzhen on the first day (24 Jun) of our China Industrial Plant Tour. The key takeaways from our discussion with management are: 1) while YTD progress on the humanoid robot business seems to be behind schedule, management maintained that the 2025 shipment guidance of 300–500 units not only could be met but could also be overly achi ...