上海超級工廠 剛剛釋放 重磅信號 Optimus要在 中國大規模量產 Tesla中國 高層直接說 上海廠就像其他 Tesla工廠一樣 能扛起製造 全新產品的重任 包括Optimus 人形機器人！ 我們對迎接 機器人新時代 充滿信心！ 看來機器人 時代的 核心製造能力 已經綁定上海廠！ 超期待Optimus 早點在中國落地 看看這條強龍 能不能壓過 地頭蛇！. ...

Great to see our collaboration w/ @BostonDynamics unlocking new capabilities! Gemini Robotics-ER 1.6 enables robots like Spot to read complex industrial gauges autonomously. Exciting step toward robots that can understand & operate usefully in the physical worldGoogle DeepMind (@GoogleDeepMind):We’re rolling out an upgrade designed to help robots reason about the physical world. 🤖Gemini Robotics-ER 1.6 has significantly better visual and spatial understanding in order to plan and complete more useful tasks. ...

Imagine having one of these picking up your groceries and putting it into your fridge so you don't need to carry everything in one trip. So, I want to introduce you to my new friend. This right over here is Digit.Digit is currently loading up a 25 lb tote full of auto parts that are going to get sent into this machine here to get washed before it's sent to the auto company that actually puts these parts into their their vehicles. Digit could be the future of work. This is a part of the line that a human use ...

I thought a good place to start your is talk a little bit about the Alps. You know, where the money is coming from and how much push you are getting to participate in the deal flow in that re industrialization movement. Ed, Greg, great to be here and thanks for having me.We raise capital from U.S. based LPA. It's a nonprofit organization, a university endowments foundation, hospital system, etc.. We started the firm 11 years ago with one goal and our belief that the economy that the US economy needs to grow ...

virtuals protocol just settled the first autonomous robot-to-robot commerce transaction onchain. no humans. a humanoid robot ordered a 3D-printed object, a rover picked it up, a drone delivered it. all settled in USDC on base. $480m in autonomous GDP generated through agent commerce. 2.1m onchain jobs completed across 23,500 agent wallets. $70m cumulative protocol revenue. $700m FDV. the entire crypto AI narrative has been trading bots and sentiment scrapers. this is machines coordinating physical supply ch ...

In order to understand the universe, you must explore the universe. And that's the motivation to accelerate humanity's future in understanding the universe and extending the light of consciousness to the stars. Heat up here. Heat. Heat.Well, we have a profound we have a profoundly important announcement to make, which is uh the most uh epic chip building exercised in history by far. This is really going to take things to the next level. So yeah, a level probably people aren't even contemplating right now.Th ...

Chinese companies are moving to cement their place in the supply chains for humanoid robots https://t.co/ktzOsqupWI ...

Chinese humanoid robot maker UBTech is seeking a chief scientist, offering an annual pay of as much as $18 million in an aggressive bet on an industry where product applications are still at an early stage https://t.co/SUAbeXEfvC ...

RT Brett Adcock (@adcock_brett)March marked a milestone: more robots manufactured than in our whole history to date.Congrats to everyone at BotQ who manufacture F.03 robots, made in California.https://t.co/10e0D5mN5k ...

Summary of UBTECH Robotics 2025 Results Conference Call Company Overview - **Company**: UBTECH Robotics (Ticker: 9880.HK) - **Industry**: Robotics, specifically focusing on humanoid robots Key Financial Highlights - **Net Loss**: Decreased by 37% year-over-year (YoY) to Rmb703 million, surpassing CitiE/Bloomberg consensus by 20% and 31% respectively [1] - **Gross Profit Margin (GPM)**: Expanded by 9.0 percentage points YoY to 37.7%, exceeding CitiE's estimate of 30.1% and consensus estimate of 31.3% [1] - **Humanoid Robot Revenue**: Increased 22 times YoY to Rmb820 million (1,079 units), which is 61% higher than the estimate of Rmb508 million (725 units) [1] - **Humanoid Robot GPM**: Reached 54.6% in 2025, contributing Rmb448 million to total gross profit, a 15.7 times increase YoY, representing 59% of total gross profit [1] Market Reaction and Analyst Rating - Anticipated positive reaction in UBTECH's share price due to the strong performance across various metrics [1] - **Analyst Rating**: Reiterated "Buy" rating based on UBTECH's first-mover advantage in the humanoid robot industry [1] Future Guidance - UBTECH is expected to provide further updates on humanoid robot shipment guidance and development during the results briefing scheduled for April 1, 2026 [2] Valuation Metrics - **Current Share Price**: HK$85.40 - **Target Price**: HK$155.00, implying an expected share price return of 81.5% [3] Risks Identified - Potential downside risks include: 1. Weaker-than-expected revenue growth 2. Slower-than-expected humanoid robot development 3. Higher R&D costs leading to worse-than-expected profitability [16] Earnings Summary (2023-2027 Estimates) - **2023**: Net Profit: -Rmb1,234 million, EPS: -Rmb3.050 - **2024**: Net Profit: -Rmb1,124 million, EPS: -Rmb2.673 - **2025**: Net Profit: -Rmb879 million, EPS: -Rmb1.930 - **2026**: Net Profit: -Rmb405 million, EPS: -Rmb0.805 - **2027**: Net Profit: -Rmb12 million, EPS: -Rmb0.024 [5] Conclusion UBTECH Robotics has demonstrated significant improvement in its financial performance for 2025, particularly in reducing net losses and increasing gross profit margins. The company is well-positioned in the humanoid robot market, with strong revenue growth and a positive outlook, although it faces several risks that could impact future performance.