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优必选订单接到手软,单月股价涨47%
编辑丨包芳鸣 记者丨赵云帆 (资料图) 值得注意的是,优必选自从2025年中报发布以来便不断披露获订信息,截至目前,今年公司新获人形机 器人订单金额合计超4.3亿元,其中包括上半年已经交付的5000万元订单。 在不断的订单与合作助攻之下,近期优必选二级市场股价也势如破竹。截至9月29日,9月以来,优必选 股价累计上涨47.75%,总市值已经来到667.31亿港元。 人形机器人订单接踵而至 2025年中报披露期过后,优必选开始陆续披露获得订单进展。 9月3日,优必选称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,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。该合 同也被认为是全球最大的单笔人形机器人合同。 无独有偶,更早些时候,今年7月,根据中国招标投标公共服务平台发布的《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。 值得注意的是,尽管优必选主要专注于工业场景的解决方案,但今年优必选全尺寸科研教育人形机 ...
行业深度 | 人形机器人系列深度三:国产人形机器人:多维共振 应用场景落地加速【民生汽车 崔琰团队】
汽车琰究· 2025-09-21 11:47
Core Viewpoint - The report emphasizes the rapid development and commercialization of humanoid robots in China, driven by policy support, technological advancements, and capital investment, with a strong expectation for mass production to begin in 2025 [2][8][30]. Policy Support - Central and local governments are actively promoting the humanoid robot industry through various policies, including the "three-step" strategy outlined by the Ministry of Industry and Information Technology, aiming for significant technological breakthroughs and mass production by 2025 [9][15]. - Regions are developing differentiated strategies, with eastern areas focusing on high-end research and western regions emphasizing supply chain localization and cost control [19][22]. Technological Innovation - Significant advancements in core components and lightweight design have been achieved by domestic companies, while foreign competitors maintain a lead in hardware design and AI decision-making systems [2][4]. - Companies like Unitree Technology and the "Gongga No.1" have made notable progress in lightweight design and structural innovation, enhancing market competitiveness [9][10]. Commercialization Progress - A surge in startup companies in the humanoid robot sector is expected in 2024, with several firms already achieving large-scale deliveries and partnerships with well-known automotive and logistics companies [3][4]. - 2025 is projected to be a pivotal year for mass production, with companies like Unitree and Zhiyuan Robotics expected to sell over a thousand units [3][4]. Investment Landscape - The investment environment for humanoid robots is highly active, with significant funding directed towards early-stage projects, particularly in core technology development [24][29]. - Major tech companies and local governments are establishing funds to support the growth of the humanoid robot industry, with investments ranging from 2 billion to 100 billion yuan [25][29]. Competitive Landscape - The humanoid robot market features three main types of players: automotive companies, startups, and tech giants, each with unique advantages and challenges [32][34]. - Automotive companies leverage their manufacturing experience and supply chain capabilities to reduce costs and enhance application scenarios, while startups focus on rapid product iteration and technological specialization [34][35].
人形机器人系列报告三:国产人形机器人:多维共振,应用场景落地加速
Minsheng Securities· 2025-09-20 12:13
Investment Rating - The report maintains a positive outlook on the humanoid robot industry, anticipating significant growth and commercialization by 2025 [5]. Core Insights - The humanoid robot industry in China is experiencing rapid development driven by technological breakthroughs, policy support, and capital investment, with expectations of reshaping the industrial ecosystem in the next 5-10 years [1][9]. - The year 2025 is projected to be a pivotal year for mass production, with several startups expected to deliver over a thousand units [2][36]. - The collaboration between technology giants and automotive manufacturers is fostering innovation and accelerating the application of humanoid robots across various sectors [3][12]. Summary by Sections Introduction - The report highlights the critical juncture for the humanoid robot industry, emphasizing the integration of AI and advanced manufacturing as key drivers for growth [9][10]. Policy Support - Central and local governments are actively promoting the humanoid robot industry through various policies, including the "three-step" strategy outlined by the Ministry of Industry and Information Technology [18][19]. - Significant funding initiatives, such as a 100 billion yuan industry fund in Beijing, are being established to support research and development [23][24]. Supply Side - The report identifies three main types of players in the humanoid robot market: automotive companies, startups, and technology giants, each with distinct advantages [37]. - Notable startups like Unitree Technology and ZhiYuan Robotics are making strides in production and delivery, with expectations of significant sales in 2025 [2][36]. Investment Recommendations - The report suggests focusing on leading domestic humanoid robot manufacturers and their supply chains, including companies like Unitree, ZhiYuan, and automotive manufacturers like Xiaopeng and Xiaomi [4][36]. - It highlights the importance of hardware innovations, such as dexterous hand transmission solutions and lightweight materials, as key areas for investment [3][4]. Capital Investment - The humanoid robot sector has seen a surge in early-stage investments, with over 153.5 billion yuan raised in the first half of 2025, primarily in the core technology and product development areas [30][31]. - Local governments are establishing funds ranging from 2 billion to 100 billion yuan to support various segments of the humanoid robot industry [31][36].
掘金人形机器人“iPhone时刻”,谁会成为超级黑马?
3 6 Ke· 2025-09-10 10:41
那么,在这场二十年一遇的价值重估中,谁是真正的弄潮儿? 产业信号密集释放,马斯克豪言机器人成特斯拉价值核心 2025年以来,机器人不再只是展会上的噱头,而是在技术、产业和资本多个层面同步发出加速落地的信号。过去几年它们还停留在实验室样机阶段,而如 今,量产和商业化的逻辑开始逐渐清晰。 入秋以来,机器人赛道更加火热。 港股机器人概念中,地平线机器人市值年内累涨181%,首程控股市值年内累涨133%,越疆市值年内累涨118%,优必选市值年内累涨96%,三花智控市值年 内累涨43%,极智嘉市值年内累涨31%。 9月8日落幕的智博会上,人形机器人不仅能完成格斗、跳舞,还能承担清扫、搬运等实用任务,标志着"机器人+场景"的商业化正在加速。特别是,特斯拉 Optimus的迭代牵动全球资本神经,优必选更凭借2.5亿元大单释放出规模化信号。 除了整机厂吸引目光,背后的供应链龙头也在加速奔跑。三花智控近期获纳入恒生综合指数成分股,8日A股涨停板封单近30万手,港股也涨超10%。展示 出市场对其从汽车零部件到机器人零部件业务拓展的认可。 这只是个开始。就像由iPhone在2007年开启的制造业大周期,随着机器人从实验室与展会走向 ...
2.5亿元,优必选再次斩获全球人形机器人最大单笔订单
Xin Lang Cai Jing· 2025-09-04 03:20
Group 1 - The core viewpoint is that UBTECH Robotics has secured a record procurement contract worth 250 million yuan for humanoid robots, marking the largest single contract in the global humanoid robot market to date [1] - UBTECH's Walker series humanoid robots have achieved nearly 400 million yuan in contracts so far, including 50 million yuan in orders delivered in the first half of the year [1] - The company has also launched a full-size research and education humanoid robot in collaboration with the Beijing Humanoid Robot Innovation Center [1] Group 2 - Morgan Stanley's report predicts that China's robot market will double from 47 billion USD in 2024 to 108 billion USD by 2028, with an annual growth rate of 23% [2] - By 2030, the number of humanoid robots in China is expected to reach 252,000 units, increasing to 30.2 million units by 2050, which will account for 30% of the global humanoid robot stock [4] - In 2025, a milestone year for humanoid robot mass production is anticipated [4] Group 3 - In June, China's industrial robot production increased by 35.5% year-on-year, reaching 69,056 units, while service robot production grew by 13.8% to approximately 1.216 million units [4] - As of August 29, UBTECH reported a revenue of 621 million yuan for the first half of 2025, a year-on-year increase of 27.5%, with a narrowed loss of 440 million yuan [4] - The company has invested 218 million yuan in R&D, accounting for 35.1% of its revenue [4]
需求推动叠加政策助力 人形机器人进入爆发期
Xin Hua Wang· 2025-08-12 05:47
Core Insights - The humanoid robot Walker S by UBTECH has made significant advancements in industrial applications, performing tasks such as quality inspection of door locks and safety belts, showcasing its dexterity and potential in manufacturing settings [1][2] - UBTECH has become the first humanoid robot company to go public, listing on the Hong Kong Stock Exchange on December 29, 2023, marking a milestone for the industry [2] - The humanoid robot industry is gaining traction with government support and increasing interest from various companies, indicating a potential shift in manufacturing and service sectors [1][3][4] Industry Developments - The humanoid robot Walker S is being tested in automotive manufacturing, indicating a strategic entry point for humanoid robots into industrial environments [2] - Other companies, such as Xiaomi and XPeng, are also developing humanoid robots, highlighting a competitive landscape in the sector [3] - Startups like Zhujidi Power and Xingdong Jiyuan are emerging, focusing on commercial applications of humanoid robots, with significant funding backing their innovations [4][5] Investment Trends - The humanoid robot sector has attracted substantial investment, with nine companies in China raising over 1.9 billion yuan in 2023 alone [5][6] - Notable funding rounds include over 1 billion yuan for Xingdong Jiyuan and nearly 1 billion yuan for Yushu Technology, indicating strong investor confidence in the market [6] Technological Advancements - The humanoid robot industry is supported by a well-developed supply chain, with key components including sensory, control, and execution systems being produced domestically [7] - The rise of generative AI is enhancing the capabilities of humanoid robots, making them more adaptable and improving their interaction with humans [8] Challenges and Recommendations - Industry experts have identified challenges such as high product costs and the need for improved key technologies, which could hinder the commercialization of humanoid robots [9][10] - Recommendations include establishing national innovation platforms and enhancing collaboration between academia and industry to accelerate technological advancements [10]
首家具身智能机器人4S店明起营业 全国机器人“最强阵容”集合北京
Xin Lang Cai Jing· 2025-08-07 00:09
Core Insights - The strongest lineup in the humanoid robot industry has gathered in Beijing, featuring companies like Tiangong, Yuzhu Technology's G1, and UBTECH's Walker S [1] - The world's first humanoid intelligent robot 4S store, Robot Mall, is set to open on August 8, showcasing over 50 robots across seven categories including medical, industrial, and companionship [1] - The 4S store aims to create an integrated model of "scene experience - immediate sales - service delivery," with plans for a 2.0 version expected to launch in November, which will include more robots and richer scenarios [1]
下象棋、会“李白”:探访全球首家具身智能机器人4S店
Zhong Guo Xin Wen Wang· 2025-08-06 15:03
Core Insights - The world's first physical intelligent robot 4S store is set to open to the public on August 8, showcasing a variety of humanoid robots and interactive experiences [1][3] - The store features a comprehensive solution model that includes robot sales, spare parts supply, information feedback, customized development, financial services, and robot leasing [1] - The store spans 4,000 square meters and is divided into four main areas: Intelligent Selection Area, Future Interaction Area, Smart Maintenance Area, and Exclusive Consensus Area, offering over 50 products across seven categories [1][3] Group 1 - The Intelligent Selection Area showcases practical performance demonstrations of multi-functional robots, including companion robots and surgical robots already in use in hospitals [1] - The Future Interaction Area allows visitors to interact with various robots, including a basketball-playing robot and a robot that explains scientific principles [3] - The Smart Maintenance Area demonstrates a one-stop service process for robot maintenance, including parts replacement and remote operation [3] Group 2 - The Beijing Economic and Technological Development Zone hosts over 300 robot ecosystem enterprises, indicating a robust industry presence [3] - A robot-themed restaurant is also set to launch alongside the 4S store, further enhancing the local robotics ecosystem [3]
机器人真的开始和人类“抢饭碗”了吗?
AI研究所· 2025-08-01 10:33
Core Insights - The 2025 World Artificial Intelligence Conference (WAIC) showcased a significant evolution in robotics, with over 150 humanoid robots demonstrating practical capabilities rather than merely performing for show [2][3][7]. Group 1: Industry Growth - The global robotics market is projected to exceed $60 billion by 2024, with an annual growth rate of 15%. Industrial robots continue to dominate, with installation numbers surpassing 500,000 units for the first time in a decade [10]. - In China, the humanoid robot sector has seen 108 financing rounds totaling 15.35 billion yuan since 2025, alongside the filing of 41,696 new invention patents [10]. Group 2: Technological Advancements - Breakthroughs in large model technology have transformed robots from simple programmed machines to intelligent decision-makers. The introduction of the VLA (Vision-Language-Action) model enhances robots' scene reasoning and generalization capabilities [11]. - Core components such as reducers, servo motors, and sensors have seen significant performance improvements, exemplified by a tactile gripper developed by Fudan University that mimics human skin with a spatial resolution of 40,000 sensory points per square centimeter [12]. Group 3: Industrial Robots Leading the Market - Industrial robots are experiencing stable growth, with a projected 25% increase in global installations by 2025, reaching over 500,000 units. In the first half of 2025, China's industrial robot production rose by 35%, exceeding 250,000 units [17]. - The automotive, electronics, and metal processing industries are driving demand for industrial robots, with collaborative robots becoming a new focus due to their safety and flexibility [17][18]. Group 4: Real-World Applications - BYD has integrated the new generation of industrial humanoid robots, Walker S1, into its factories, showcasing the collaboration between robots and human workers in tasks such as quality inspection and assembly [19][22]. - Major global automotive companies, including BMW and Hyundai, are also actively testing humanoid robots in their production lines, indicating a trend towards automation in manufacturing [23]. Group 5: Future Prospects - The application of industrial robots is expected to expand into emerging sectors such as new energy, aerospace, and semiconductors, enhancing production quality and efficiency [24]. - The WAIC highlights the accelerating penetration of robots across various industries, raising questions about their potential to replace human jobs in the future [24].
超9000万元!“人形机器人第一股”中标最大金额采购订单
机器人圈· 2025-07-21 11:59
Core Viewpoint - The humanoid robot sector has achieved record-high bidding amounts, indicating significant growth and investment potential in the industry [1][2]. Group 1: Major Contracts and Achievements - UBTECH Robotics won a procurement project from Miyi (Shanghai) Automotive Technology Co., amounting to 90.51 million yuan, marking the largest procurement order for humanoid robots globally [1][2]. - Prior to this, Zhiyuan Robotics and Yushu Technology secured a project from China Mobile (Hangzhou) with a total budget of 124.05 million yuan, setting a record for the largest single bidding order in China's humanoid robot industry [2]. - UBTECH Robotics, established in March 2012, focuses on the research, design, and commercialization of intelligent service robot solutions and was listed on the Hong Kong Stock Exchange on December 29, 2023, becoming known as the "first stock of humanoid robots" [2][3]. Group 2: Product Development and Market Presence - The Walker S series, an industrial humanoid robot developed by UBTECH, was first showcased on the day of its listing and has been deployed in various automotive manufacturing facilities, including NIO's advanced manufacturing base [3]. - UBTECH plans to deliver 500 units of the Walker S2, the world's first humanoid robot capable of autonomous battery swapping, to the smart manufacturing sector this year [3]. - The company aims to produce approximately 1,000 humanoid robots in 2023, excluding emotional companion robots, to gather data for future development [3]. Group 3: Financial Performance - In the previous year, UBTECH reported total revenue of 1.305 billion yuan, a year-on-year increase of 23.7%, with R&D investment of 478 million yuan, accounting for 36.6% of revenue [3]. - The gross profit reached 374 million yuan, reflecting a 12.4% year-on-year growth, while losses narrowed by 8.3% compared to the previous year [3]. Group 4: Stock Market Reaction - Following the announcement of the major contract, UBTECH's stock price surged over 9%, with a current increase of 4.61%, reaching 89.70 HKD per share, resulting in a market capitalization of 396 million HKD [4].