据公开数据统计，截至目前，优必选Walker系列人形机器人已获得近4亿元合同（2025上半年已交付近 5000万元人形机器人订单）。 据了解，该合同以人形机器人Walker S2（具备自主热插拔换电系统）为主，优必选将在今年内启动该 合同交付。 此前，根据中国招标投标公共服务平台7月发布的《机器人设备采购项目中标公示》，优必选成功中标 觅亿（上海）汽车科技有限公司总额 9051.15万元的机器人设备采购项目，主要采购优必选的Walker S 工业人形机器人系列产品。 南都讯 记者朱唯信 据"优必选科技"公众号，继7月斩获近亿元的全球人形机器人企业最大单笔订单后， 优必选再次刷新纪录，获得某国内知名企业2.5亿元具身智能人形机器人产品及解决方案采购合同。这 也是截至目前全球人形机器人最大的合同。 公开资料显示，深圳市优必选科技有限公司成立于2012年，是一家总部位于广东，集人工智能和人形机 器人研发、平台软件开发运用及产品销售为一体的全球性高科技创新企业。 ...

截至目前，优必选Walker系列人形机器人已获得近4亿元合同（含H1已交付的近5000万元人形机器人订 单，不包括"天工行者"人形机器人订单）。 优必选创始人、董事会主席兼CEO周剑日前表示，目前公司的人形机器人已从汽车工业场景进入到更广 泛的客户群体，包括3C制造、重装设备、先进半导体制造、航空航天等行业，预计今年工业人形机器 人交付超过500台，全年产能超1000台。（智通财经记者 秦盛） 9月3日，智通财经记者获悉，"人形机器人第一股"深圳市优必选科技股份有限公司（优必选， 09880.HK）再获某国内知名企业2.5亿元具身智能人形机器人产品及解决方案采购合同，刷新了7月近亿 元的全球人形机器人企业最大订单纪录。 据悉，该合同以具备自主热插拔换电系统的人形机器人Walker S2为主，优必选将在今年内启动该合同 交付。 ...

Core Insights - The commercialization narrative of humanoid robots is being driven by record-high order amounts, with a recent procurement project by UBTECH Robotics reaching 90.51 million yuan, setting a new global record for single orders in the humanoid robot sector [2][8] - The entry of state-owned enterprises as buyers is shaping the landscape of humanoid robot procurement, indicating a strategic investment approach rather than a focus on short-term financial returns [3][4] Group 1: Market Dynamics - The buyer for the record-setting order, Miyi (Shanghai) Automotive Technology Co., is a state-owned enterprise involved in automotive export trade, highlighting the trend of state-owned entities participating in the humanoid robot market [3][4] - The involvement of state-owned enterprises is seen as a way to leverage large-scale application scenarios for testing and iterating humanoid robots, which can catalyze the maturity and cost reduction of the domestic robot supply chain [4][8] Group 2: Industry Developments - UBTECH has previously engaged with multiple automotive companies, including a contract with Dongfeng Liuzhou Motor for 20 humanoid robots for key positions in automotive assembly [5][7] - The Shenzhen robotics industry is experiencing a surge, with the total output value of its robotics industry projected to exceed 200 billion yuan by 2024, indicating a robust market environment [6][8] Group 3: Challenges and Opportunities - Despite the excitement surrounding large orders, the actual economic benefits of these orders may still be limited, as the industry is in a nascent stage where the usability and return on investment of these robots remain uncertain [6][7] - UBTECH's recent advancements include the Walker S2 robot, which features a pioneering "hot-swappable autonomous battery replacement system," aimed at addressing continuous operation needs in industrial settings [6][7] - The company faces challenges in balancing high-cost strategic orders with competitive pricing, as its humanoid robots have historically been priced significantly higher than competitors, which could impact its market position [7][8]

Group 1 - "Robot World" is Beijing's first comprehensive robot exhibition center, featuring a combination of robot display and application experience [1] - The center is located in the Beijing Robot Industry Park and utilizes technologies like naked-eye 3D and metaverse displays to enhance the futuristic feel of the exhibition [1] - The exhibition area includes four main sections: technology innovation display area, application scenario demonstration area, science education experience area, and future commercial consumption area [1] Group 2 - The center plans to upgrade its science education and future commercial consumption exhibition areas by 2025, coinciding with the World Robot Conference [2] - The event is part of a broader initiative by Beijing's Economic and Information Technology Bureau and the Cultural and Tourism Bureau to promote industrial tourism [2] - The aim is to enhance public understanding of Beijing's industrial development and create a distinctive industrial tourism brand [2]