超9000万元！“人形机器人第一股”中标最大金额采购订单

Core Viewpoint - The humanoid robot sector has achieved record-high bidding amounts, indicating significant growth and investment potential in the industry [1][2]. Group 1: Major Contracts and Achievements - UBTECH Robotics won a procurement project from Miyi (Shanghai) Automotive Technology Co., amounting to 90.51 million yuan, marking the largest procurement order for humanoid robots globally [1][2]. - Prior to this, Zhiyuan Robotics and Yushu Technology secured a project from China Mobile (Hangzhou) with a total budget of 124.05 million yuan, setting a record for the largest single bidding order in China's humanoid robot industry [2]. - UBTECH Robotics, established in March 2012, focuses on the research, design, and commercialization of intelligent service robot solutions and was listed on the Hong Kong Stock Exchange on December 29, 2023, becoming known as the "first stock of humanoid robots" [2][3]. Group 2: Product Development and Market Presence - The Walker S series, an industrial humanoid robot developed by UBTECH, was first showcased on the day of its listing and has been deployed in various automotive manufacturing facilities, including NIO's advanced manufacturing base [3]. - UBTECH plans to deliver 500 units of the Walker S2, the world's first humanoid robot capable of autonomous battery swapping, to the smart manufacturing sector this year [3]. - The company aims to produce approximately 1,000 humanoid robots in 2023, excluding emotional companion robots, to gather data for future development [3]. Group 3: Financial Performance - In the previous year, UBTECH reported total revenue of 1.305 billion yuan, a year-on-year increase of 23.7%, with R&D investment of 478 million yuan, accounting for 36.6% of revenue [3]. - The gross profit reached 374 million yuan, reflecting a 12.4% year-on-year growth, while losses narrowed by 8.3% compared to the previous year [3]. Group 4: Stock Market Reaction - Following the announcement of the major contract, UBTECH's stock price surged over 9%, with a current increase of 4.61%, reaching 89.70 HKD per share, resulting in a market capitalization of 396 million HKD [4].