“人形机器人第一股”,再获超亿元大单
DT新材料·2025-10-19 16:05

Group 1 - The core viewpoint of the article highlights the recent procurement contracts won by UBTECH Robotics, including a significant order worth 126 million yuan for the Walker S2 humanoid robot, aimed at enhancing intelligent manufacturing capabilities [2] - UBTECH has also secured a contract with a well-known A-share automotive technology company, amounting to over 32 million yuan, focusing on humanoid robot products and solutions for factory applications [2] - The total orders for the Walker series humanoid robots have exceeded 630 million yuan for the year, excluding a joint development project with Beijing Guodi [2] Group 2 - The Walker S2 humanoid robot, launched on July 23, is designed for intelligent manufacturing scenarios and features the world's first Co-Agent technology specifically for industrial humanoid robots, enabling autonomous operation and collaborative capabilities [3] - The Walker S2 is capable of 24/7 operation due to its innovative autonomous battery swapping technology, addressing labor shortages and high turnover rates in key operational areas such as handling, sorting, and quality inspection [3] - UBTECH has established partnerships with major companies in the new energy vehicle and logistics sectors, including BYD, Dongfeng Liuzhou, and Foxconn, to enhance automation and efficiency in their operations [2][3]