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技术、应用等层面创下多个突破!优必选频放大招
中国基金报·2025-08-01 07:53

Core Viewpoint - The humanoid robotics industry is at a critical turning point, with UBTECH making significant advancements in commercialization and capital acquisition [2][6]. Capital Acquisition - On July 28, UBTECH announced the completion of its fifth post-IPO placement, raising a total of HKD 24.1 billion (approximately USD 3.15 billion) by placing 30.155 million shares, marking the largest stock placement in the history of humanoid robotics [7]. - The funds raised are expected to be used for enhancing production capacity, procuring raw materials for order fulfillment, expanding production for other robotic products, and investing in mergers and acquisitions within the supply chain [7]. Product Development and Innovation - UBTECH has set a record for the largest single order in the humanoid robotics sector and launched the Walker S2, an industrial humanoid robot capable of all-weather operations [4]. - The company emphasizes the importance of real-world data from training and application scenarios to drive innovation and meet genuine market needs [5][9]. - UBTECH has developed a unique hot-swappable autonomous battery replacement system, addressing the critical issue of operational endurance, which is expected to become a standard feature in humanoid robots [10]. Market Demand and Orders - In 2025, UBTECH anticipates a significant increase in mass production and commercialization, with numerous large orders already secured this year, including a record order worth CNY 90.5115 million [15]. - The Walker S series has become the most widely used industrial humanoid robot in automotive training, with expectations for thousands of units to be delivered by 2026 and potentially reaching tens of thousands by 2027 [18][17].