人形机器人 “撕战” 升级！Figure CEO 怒锤优必选 CGI 造假，遭“一镜到底”实拍打脸？

Core Viewpoint - The recent viral video showcasing the mass production of UBTECH's Walker S2 humanoid robots has sparked significant discussion and controversy regarding its authenticity and implications for the robotics industry [1][3][5]. Group 1: Controversy and Response - The video released by UBTECH on November 13, titled "Sword Gathering, All Out to Deliver," features hundreds of Walker S2 robots moving in unison, marking the start of mass production [5]. - Figure AI's CEO Brett Adcock publicly questioned the video's authenticity, suggesting that the reflections on the robots indicated some were likely created using CGI [3][7]. - In response, UBTECH released two follow-up videos to demonstrate the authenticity of the original footage, including one that showcased the robots in a real factory environment [9]. Group 2: Market Position and Orders - UBTECH's mass production capabilities are supported by substantial market orders, with the total order value for the Walker series exceeding 800 million yuan since early 2025 [11]. - The company has established partnerships with leading firms in various sectors, including BYD, Dongfeng Liuzhou, and Foxconn, indicating a strong foothold in key industries such as new energy vehicles and smart logistics [11]. Group 3: Industry Comparison - In contrast, Figure AI has been more cautious in its production announcements, aiming to deliver only 100,000 units over the next four years, highlighting a significant difference in production strategy [12]. - This disparity reflects broader differences in technological approaches and industrial strategies between Chinese and American robotics companies [12]. Group 4: Industry Trends and Expectations - The robotics industry is undergoing a critical transition, moving from technology demonstrations to actual mass production, with heightened expectations for real-world applications [14][16]. - The shift in user sentiment indicates a demand for robots to transition from laboratory settings to practical applications in factories and homes [16]. Group 5: China's Competitive Advantage - China's robotics industry benefits from a well-established supply chain, which facilitates lower manufacturing costs and accelerates the transition from design to mass production [17][19]. - In contrast, Western companies remain reliant on global supply chains for core components, increasing uncertainty in their production timelines [19]. - The competition in the humanoid robotics sector is intensifying, with Chinese firms like UBTECH leading the charge in mass production capabilities [19].