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港股异动 优必选(09880)涨超3% 再斩获1.43亿元人形机器人订单 总订单金额达13亿
Jin Rong Jie· 2025-11-28 03:57
Core Viewpoint - UBTECH Robotics (09880) has seen a stock increase of over 3%, currently at 112.5 HKD, with a trading volume of 437 million HKD, following the announcement of winning a significant project in Jiangxi Province [1] Group 1: Project Wins and Financials - On November 28, UBTECH announced it successfully won the humanoid robot data collection and training center project in Jiujiang, Jiangxi, with a contract value of 143 million CNY [1] - The total order value for UBTECH's Walker series humanoid robots for the year 2025 has reached 1.3 billion CNY, excluding the full-size research and education humanoid robot "Tian Gong Xing Zhe" and the small humanoid robot "AI Wu Kong" [1] - In 2023, UBTECH has secured multiple large contracts, including a 250 million CNY global humanoid robot procurement contract in September, a 126 million CNY order in October, and several significant orders in November totaling 1.59 billion CNY, 2.64 billion CNY, and 143 million CNY, with the 2.64 billion CNY order setting a new record for a single order in the global humanoid robot market [1] Group 2: Production Capacity and Market Position - UBTECH's industrial humanoid robot production capacity has reached 300 units per month, with expectations to exceed 500 units in total deliveries for the year [1] - The company continues to maintain a leading position in the commercialization process of humanoid robots globally [1]
优必选涨超3% 再斩获1.43亿元人形机器人订单 总订单金额达13亿
Zhi Tong Cai Jing· 2025-11-28 02:49
Core Viewpoint - Company achieved significant growth in humanoid robot orders and secured a major project, indicating strong market position and commercial progress in the humanoid robotics sector [1] Group 1: Company Performance - UBTECH Robotics (优必选) shares rose by 3.31% to HKD 112.5, with a trading volume of HKD 437 million [1] - The company won a bid for a humanoid robot data collection and training center project in Jiujiang, Jiangxi, with a contract value of CNY 143 million [1] - Total order value for the Walker series humanoid robots has reached CNY 1.3 billion for the year 2025, excluding other robot models [1] Group 2: Market Developments - UBTECH has secured multiple large contracts this year, including a CNY 250 million global procurement contract in September and additional contracts worth CNY 126 million, CNY 159 million, CNY 264 million, and CNY 143 million in October and November [1] - The CNY 264 million order set a new record for the largest single order in the global humanoid robot market, showcasing the accelerating commercialization process [1] - The production capacity for UBTECH's industrial humanoid robots has reached 300 units per month, with an expected annual delivery exceeding 500 units [1]