优必选，又有上亿大单！

Core Viewpoint - The company UBTECH has secured significant contracts for its humanoid robot Walker S2, indicating a strong market demand and potential for growth in the humanoid robotics sector [2][11]. Group 1: Recent Contracts and Orders - On October 16, UBTECH won a contract worth 126 million yuan for the procurement and installation of humanoid robot equipment in Guangxi [2][5]. - The total orders for the Walker series humanoid robots have exceeded 630 million yuan for the year [11]. - In September, UBTECH received a contract worth 250 million yuan from a well-known domestic company, marking it as the largest single order for humanoid robots globally [9]. Group 2: Product Features and Innovations - The Walker S2, launched in July, features the world's first autonomous battery swapping technology, enabling continuous operation [6]. - It incorporates the BrainNet 2.0 system and the Co-Agent technology, allowing for both individual autonomy and collaborative evolution among humanoid robots [6]. Group 3: Production and Delivery Challenges - With the influx of large orders, UBTECH faces challenges in production and delivery, necessitating an expansion of its supply chain and manufacturing capabilities [10]. - The company aims to meet the anticipated market growth for humanoid robots by enhancing production capacity to fulfill the significant orders scheduled for delivery by 2025 [10].