专访优必选副总裁、研究院院长焦继超：人形机器人量产不是数字堆积，而是技术、需求与成本的平衡

Core Viewpoint - Humanoid robots are transitioning from science fiction to reality, with significant advancements in artificial intelligence, precision control, and perception technologies, leading to unprecedented development opportunities in the industry [1][2]. Market Outlook - The global humanoid robot market is projected to exceed $15 billion by 2030, with a compound annual growth rate (CAGR) of 71% from 2021 to 2030 [1]. - Major tech companies like Microsoft, Nvidia, Amazon, OpenAI, and SoftBank are investing in or developing humanoid robots, indicating a competitive global landscape [1]. Company Developments - UBTECH, recognized as China's "first humanoid robot stock," went public on December 29, 2023, and is focusing on accelerating its industrialization process [1]. - The company has established partnerships with notable firms such as Dongfeng Liuzhou Motor, Geely, and BYD to implement its Walker S series robots in real manufacturing environments starting in 2024 [3]. Technological Advancements - UBTECH is shifting its focus from single-machine autonomy to "group intelligence," emphasizing the need for humanoid robots to work collaboratively in industrial settings [4]. - The company has developed the Co-Agent technology for its Walker S2 robots, enabling them to perform tasks like collaborative handling and quality inspection in a multi-robot environment [4]. Performance Metrics - In initial training phases, the Walker S1 robot demonstrated a 100% increase in efficiency and a 30% improvement in stability at BYD's factory [5]. - The company aims to enhance its robots' capabilities, including battery life and software stability, to adapt to complex tasks in industrial settings [5]. Production Goals - 2025 is anticipated to be the "year of mass production" for humanoid robots, with UBTECH planning to produce 1,000 units and deliver hundreds of them [7]. - Despite challenges in mass production, including hardware issues faced by competitors like Tesla, UBTECH remains optimistic about the market's growth potential [8]. Financial Performance - UBTECH reported a revenue of 621 million yuan in the first half of 2025, marking a 27.5% year-on-year increase, although it still faced a loss of 440 million yuan [8][9]. - The company prioritizes accelerating robot delivery and application over immediate profitability, believing that achieving cost reductions will lead to eventual breakeven [9]. Future Vision - UBTECH's CEO envisions a three-step approach for humanoid robots: first in industrial applications, then in commercial settings, and finally in domestic environments for companionship [9].