Core Insights - International long-term capital is optimistic about China's leading humanoid robot company, UBTECH, as evidenced by a $1 billion strategic partnership agreement with Infini Capital [1][2]. Group 1: Strategic Partnership - The partnership involves a total strategic financing credit line of $1 billion, which includes methods such as participating in placements, subscribing to convertible bonds, and granting cash withdrawal rights [3]. - Infini Capital aims to become a significant shareholder of UBTECH, targeting a stake of no more than 5% [3]. - The collaboration will focus on investing in the humanoid robot supply chain and assisting UBTECH in expanding its ecosystem [3]. Group 2: Market Expansion and Technological Development - Infini Capital will help UBTECH enter the Middle Eastern market by establishing a joint venture and planning to set up a super factory and R&D center in the region [3]. - UBTECH has established partnerships with major industry players such as BYD, Dongfeng Liuzhou, and Audi FAW, and has achieved significant milestones in humanoid robot applications [4]. - The company reported a revenue of 621 million yuan in the first half of 2025, marking a year-on-year growth of 27.5% [6]. Group 3: Technological Advancements - UBTECH is focused on developing key technologies such as humanoid brain and body systems, achieving breakthroughs in high-performance servo drives and multi-modal interaction technologies [7]. - The latest generation of industrial humanoid robots, Walker S2, features advanced task planning and operational skills, along with a unique hot-swappable autonomous battery system [7].
10亿美元!优必选,大消息!
证券时报·2025-08-31 12:26