优必选上半年营收同比增近3成：人形机器人交付提速，创单笔中标金额纪录

Core Viewpoint - The company, UBTECH, is set to deliver 500 industrial humanoid robots by 2025, showcasing significant growth in its AI education and consumer robotics segments, with a revenue increase of 27.5% year-on-year in the first half of the year [3][5]. Financial Performance - In the first half of the year, UBTECH achieved a revenue of 621 million yuan, reflecting a year-on-year growth of 27.5% [5]. - The gross profit for the same period was 217 million yuan, with a year-on-year increase of 17.3% [6]. - Research and development expenses amounted to 218 million yuan, constituting 35.1% of total revenue [6]. Product Development and Contracts - In April, UBTECH signed a large-scale procurement contract for biped humanoid robots, and in July, it won a procurement project worth 90.51 million yuan, marking the highest single bid in the global humanoid robot industry [6]. - The company is accelerating the production of humanoid robots, with a focus on industrial applications and continuous R&D investment [6][10]. Technological Innovations - UBTECH has made significant advancements in key technologies such as humanoid brain simulation, high-performance actuators, and multi-modal interaction technologies, which are applied in the new generation of industrial humanoid robots, Walker S2 [7]. - Walker S2 features a unique hot-swappable autonomous battery system, allowing for a 3-minute battery swap and 24/7 operational capability, redefining energy management for humanoid robots [9]. Industry Standards and Patents - As of June 30, 2025, UBTECH has been granted 2,790 patents and has actively participated in the formulation of over 40 standards in the field of intelligent robotics and AI, including three national standards [9]. Future Outlook - The company aims to accelerate the application of humanoid robots across various sectors, including industrial manufacturing, commercial services, scientific education, and home companionship, contributing to new industrialization and productivity [10].