2.5亿！全球人形机器人最大单诞生，深圳公司拿下

Core Viewpoint - UBTECH has secured the largest global contract for humanoid robots, amounting to 250 million yuan, marking a significant milestone in the humanoid robotics industry [6]. Group 1: Contract Achievements - UBTECH announced a procurement contract for humanoid robot products and solutions with a well-known domestic enterprise, valued at 250 million yuan, which is currently the largest contract in the global humanoid robot sector [6]. - Previously, UBTECH also secured a major contract worth 90.51 million yuan with MiYi (Shanghai) Automotive Technology Co., indicating its strong market position [7]. Group 2: Product Details - The latest contract focuses on the Walker S2 humanoid robot, which features an innovative autonomous hot-swappable battery system, allowing for continuous operation 24/7 [8]. - The Walker S2, launched in July, utilizes the BrainNet 2.0 technology for autonomous and collaborative operations, with plans to deliver 500 units this year for the smart manufacturing industry [8]. Group 3: Strategic Partnerships - On August 31, UBTECH signed a strategic partnership agreement with Infini Capital, involving a financing credit line of 1 billion USD to support funding and industrial collaboration [10]. - The partnership aims to invest in the humanoid robot supply chain and expand into the Middle East market, including plans for a joint venture and the establishment of a super factory and R&D center in the region [10]. Group 4: Market Trends - The demand for humanoid robots is increasing, with several large orders reported this year, indicating a shift from pilot projects to bulk procurement in industrial applications [12]. - This trend suggests that downstream companies are beginning to incorporate humanoid robots into their long-term production plans, potentially leading to cost reductions and expanded applications in the future [12].