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见证历史!优必选,拿下机器人大单!
中国基金报·2025-07-20 11:11

Core Viewpoint - The article highlights that Shenzhen Youbixun Technology Co., Ltd. (Youbixun) has won a procurement project with a contract amount of 90.5115 million yuan, marking a record high for a single bid in the humanoid robot sector, indicating accelerated commercialization in the industry [2][6][13]. Group 1: Procurement Details - On July 18, Youbixun was awarded a procurement project for robot equipment with a total contract value of 90.5115 million yuan [2][6]. - This project represents the largest single bid amount for Youbixun to date, contributing to a cumulative total of 246.21 million yuan from 74 successful bids [8][12]. - The previous highest bid amount for Youbixun was 72.995 million yuan, with most other bids being under 1 million yuan [8]. Group 2: Industry Trends - The humanoid robot sector is witnessing a trend of increasing bid amounts, with a recent joint bid by Zhiyuan Robotics and Yushu Technology totaling 124 million yuan for a procurement project [4][14]. - The procurement projects are increasingly being awarded to commercial enterprises, moving beyond just educational and research institutions [10][14]. - Youbixun plans to deliver 500 units of its industrial humanoid robot, Walker S2, by 2025, further indicating the company's commitment to advancing the humanoid robot industry [12][13]. Group 3: Company Background - Youbixun has been involved in 74 bidding activities, with 25 different buyers primarily from educational and research sectors [10][11]. - The company was listed on the Hong Kong Stock Exchange on December 29, 2023, distinguishing it from other competitors still seeking to go public [17]. - As of July 18, Youbixun's stock price was 85.75 HKD per share, with a total market capitalization of 37.88 billion HKD [18].