人形机器人第一股，全球最大订单签约

Group 1 - The core viewpoint of the article highlights the significant procurement contract of 250 million yuan for humanoid robots by UBTECH, marking the largest disclosed order in the global humanoid robot sector [2] - UBTECH's Walker series humanoid robots have secured contracts totaling nearly 400 million yuan, with expectations to deliver over 500 industrial humanoid robots this year, achieving an annual capacity of 1,000 units [2] - In the first half of the year, UBTECH reported a revenue of 621 million yuan, a year-on-year increase of 27.5%, and a gross profit of 217 million yuan, reflecting a growth of 17.3% [2] Group 2 - UBTECH has signed a strategic partnership agreement worth 1 billion USD with Infini Capital, focusing on financial support and industrial collaboration, aiming to enhance UBTECH's capabilities in humanoid robots [3] - Infini Capital plans to increase its stake in UBTECH to a maximum of 5% and assist in developing a robust ecosystem for humanoid robots [3] - The global humanoid robot market is projected to reach a potential market space of 30 to 50 billion USD by 2035, with expectations of over 200 million humanoid robots in use by that year [3]