UBTECH Robotics

Summary

About

About UBTECH Robotics

UBTECH Robotics develops humanoid, service and education robots for manufacturing, logistics, retail, healthcare and public-facing environments. Cruzr and Cadebot continue its earlier service-robot business, while the Walker S family is now the main growth line for industrial handling, sorting, inspection and production-support work.

UBTECH's 2025 results reported RMB820.6 million in revenue from full-size humanoid products and services, making that category its largest revenue source. The company described Walker S2 as reaching 1,000-unit-level small-scale mass production and delivery during 2025, with annualised production capacity above 6,000 full-size humanoids at year-end. Its industrial humanoid business has therefore moved into scaled production and early commercial application, while the service and education catalogue remains an established second part of the portfolio.

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Articles

Products

Operations

Facilities & manufacturing

  • Factory floor area

    2026-10-01 - The UBTECH factory shown in the official tour occupies approximately 14,000 square metres. - Factory area; not production volume

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  • Facility

    2026-10-01 - UBTECH describes potential maximum capacity around 1,500 humanoids per month; achieved monthly output is not disclosed. - Factory-wide humanoid capacity; no exact model allocation

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Production capacity

  • Production capacity

    2026-09-12 - UBTECH’s commissioned Liuzhou Super Smart Factory has planned annual capacity above 10,000 Walker S-series industrial humanoid robots; the production line is designed for one completed robot every 10 minutes. - Walker S-series industrial humanoids / Liuzhou Super Smart Factory - Liuzhou, Guangxi, China

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  • Production capacity

    2026-03-31 - UBTECH reported annualised production capacity above 6,000 full-size embodied intelligent humanoid robots at 31 December 2025. - UBTECH full-size embodied intelligent humanoid robot portfolio

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  • Production capacity

    2025-11-17 - UBTECH said its Walker S2 ramp-up plan scales to 10,000 industrial humanoid units by 2027. This is a forward target and should be compared separately from reported output. - Walker S2 2027 capacity target

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Output & shipments

  • Commercial activity

    2026-08-28 - UBTECH reported 921 full-size embodied intelligent humanoid units sold in H1 2026. This is a portfolio sales measure; the filing describes both wheeled and bipedal products and does not allocate the total to individual models. Sales do not establish units produced, shipped, installed or in active operation. - All full-size embodied intelligent humanoid robot products and services

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  • Deliveries

    2026-04-21 - UBTECH filing language says the 1,000-unit-level small-scale mass production and delivery of Walker S2 marked maturity and stability of its manufacturing process. Korthos treats this as a filing-disclosed scale milestone, not audited installed base. - Walker S2 small-scale mass production and delivery

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Orders & commitments

  • Order / commitment

    2025-11-17 - UBTECH said Walker S2 mass production and delivery had begun and that the milestone moved the company toward a target of delivering 500 units within 2025. This is a delivery target, not confirmed delivered units. - Walker S2 2025 delivery target

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  • Order / commitment

    2025-11-17 - UBTECH disclosed a signed RMB159 million contract for Walker S2 robots intended for a Zigong data collection center. The announcement does not confirm completed delivery, an active operating site, or a robot quantity. - Walker S2 / Zigong data collection center contract - Zigong data collection center

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Operating milestones

  • Operating milestone

    2024-08-06 - Walker S Lite operated for 21 consecutive days at a Zeekr factory loading workstation, handling cargo packing and securing tasks. - Zeekr factory loading workstation

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Deployments

  • Commercial activity

    2026-08-28 - UBTECH reported 16,123 total humanoid sales across its broader humanoid portfolio in the first half of 2026. - Broader humanoid portfolio, including categories outside full-size embodied-intelligent humanoids

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  • Commercial activity

    2026-03-31 - UBTECH reported sales volume of 1,079 full-size embodied intelligent humanoid robot units for 2025. - All full-size embodied intelligent humanoid robot products and services

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  • Customer site

    2026-03-26 - ROSSMANN said it received a UBTECH Walker S2 humanoid robot for testing at its Burgwedel logistics center, supported by Terra Robotics. - Walker S2 / ROSSMANN Burgwedel logistics center - ROSSMANN Burgwedel logistics center

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  • Customer site

    2026-01-19 - Forbes reported, citing Bloomberg, that Airbus purchased UBTECH Walker S2 humanoid robots for testing in aircraft manufacturing production processes. The public report names the customer but does not disclose robot count. - customer - aircraft manufacturing plants

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  • Operating use

    UBTECH documented Walker S2 operating at SANY Renewable Energy’s 5G wind-power smart factory for bolt-sleeve handling, sorting, conveyor placement and tray transfer. - SANY Renewable Energy

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Supply

Supply chain relationships

  • Intel

    Inbound - Compute & Control - UBTECH's Panda Robot uses two Intel Core i7-8665U processors

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  • Intel

    Inbound - Compute & Control - UBTECH Walker X uses two Intel Core i7-8665U processors

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  • NVIDIA

    Inbound - Compute & Control - UBTECH Walker X uses an NVIDIA GT1030 graphics card

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  • NVIDIA

    Inbound - Compute & Control - Panda Robot uses NVIDIA GT1030 graphics card

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  • Baidu

    Inbound - Compute & Control - Baidu ERNIE Bot is integrated into UBTECH Walker S to support natural speech and real-time reasoning

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  • Blue Point Touch

    Inbound - Sensing Perception - Blue Point Touch supplies force/torque sensors to UBTECH Robotics; exact sensor and robot models are undisclosed

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  • Newstart Gear Motion

    Inbound - Motion Control - Newstart sold precision planetary reducers to UBTECH-controlled buyers in 2025

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  • Kinco Automation

    Inbound - actuation and motion control - Kinco frameless torque motors are in batch use in UBTECH humanoid robots

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  • SLAMTEC

    Inbound - Perception - The original UBTECH Cruzr used SLAMTEC lidar for mobile navigation

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  • D-Robotics

    Inbound - Compute & Control - UBTECH adopted D-Robotics Sunrise S600 for embodied-AI computing

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  • Topband

    Inbound - actuation and motion control - Topband supplies reducer, encoder and lead-screw actuator assemblies to UBTECH Robotics

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  • Far East Electric

    Inbound - electronics and robotics components - Far East Electric robot cables are installed in UBTECH humanoid products

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  • Kunwei Technology

    Inbound - Force Sensing - Kunwei supplied HRS humanoid force sensors in bulk to UBTECH Robotics

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  • Topband

    Inbound - actuation and motion control - Topband supplies coreless motors to UBTECH Robotics

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  • Xingyuan Zhuomei

    Inbound - Structural Components - Xingyuan Zhuomei magnesium robot components are applied in UBTECH robots; exact parts are undisclosed

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  • Leaderdrive

    Inbound - robotic motion components - Leaderdrive supplied harmonic reducers for UBTECH robot joints

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  • Tuopu Group

    Inbound - actuation and motion control - Tuopu Group and UBTECH are linked through humanoid robotics supply-chain activity

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  • Terra Robotics

    Outbound - Oem Builders - Terra Robotics purchased an initial batch of several dozen UBTECH humanoid robots for distribution and industrial deployment in central Europe

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Funding

Investors

  • CDH Investments - Lead - Angel / Individual - 2 funding events - repeat backer - first seen 2016-07-25 - latest 2018-05-03
  • Tencent - Lead - Unknown - 2 funding events - repeat backer - first seen 2017-11-17 - latest 2018-05-03
  • CITIC Securities - Participant - Angel / Individual - 1 funding event - first seen 2016-07-25
  • Green Pine Capital - Participant - VC - 1 funding event - first seen 2018-05-03
  • Haier - Participant - Unknown - 1 funding event - first seen 2018-05-03
  • Leaguer Huarui - Participant - Angel / Individual - 1 funding event - first seen 2014-10-30
  • Minsheng Securities - Participant - Angel / Individual - 1 funding event - first seen 2018-05-03
  • Qiming Venture Partners - Participant - VC - 1 funding event - first seen 2015-12-01
  • Telstra Ventures - Participant - VC - 1 funding event - first seen 2018-05-03
  • Zhao Guoqun - Participant - Angel / Individual - 1 funding event - first seen 2014-10-30
  • Zhengxuan Investment - Participant - Angel / Individual - 1 funding event - first seen 2014-10-30

Financials

  • 9880.HK - HKEX

Team

  • Zhou Jian - Chairman of the Board, Executive Director and CEO - Zhou leads UBTECH humanoid and service-robot strategy, including Walker-series commercialization and industrial humanoid deployment milestones.

Timeline

Events

Notes

Profile notes

  • UBTECH's 2025 humanoid figures cover only part of group revenue

    reviewed 2026-07-19 - UBTECH reported RMB820.6 million of 2025 revenue from full-size embodied-intelligence humanoid products and services, against RMB2.001 billion of total group revenue. Humanoids had become its largest single revenue category, but the remainder came from logistics robots, consumer hardware and other lines, so the group total is not a humanoid-only commercial metric.

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Relations

Relationships

  • Manifold AI / 流形空间

    Robot Platform And Production Partner - Manifold AI and UBTECH are combining world-model software with robot platforms and production for e-commerce and logistics solutions.

  • AUDI AG

    Humanoid Robotics Exploration - MoU with Audi FAW NEV Company and Beijing humanoid center to explore humanoid use in Changchun EV production (Audi media center).

  • Changsheng Bearings

    Technical Exchange And Cooperative R&d Partner - Changsheng Bearings said cooperation with UBTECH was at the technical-exchange and cooperative-R&D stage.

  • Government of Ras Al Khaimah

    Technology Partner - UBTECH and Ras Al Khaimah signed an MoU for planned humanoid research, climate tests and live demonstration projects.

  • Terra Robotics

    Deployment Partner - Terra Robotics is described as the strategic partner through which the Walker S2 pilot is being carried out at ROSSMANN.

  • Texas Instruments

    Semiconductor Humanoid Deployment - Texas Instruments signs agreement with UBTECH and deploys Walker S2 in semiconductor manufacturing

  • Zeekr

    Automotive Factory Deployment - UBTECH Walker S Lite operated at a Zeekr factory loading workstation for cargo packing and securing tasks.

  • SANY Renewable Energy

    Walker S2 Smart Factory Deployment - Walker S2 handles bolt sleeves, sorting, conveyor placement and tray transfer at SANY Renewable Energy's smart factory.

  • BYD

    Reported Factory Robot Use - UBTECH Walker S1 humanoids were reported working alongside BYD factory staff in assembly and quality control.

  • Bitcoin Japan Co., Ltd.

    Distribution Partner - UBTECH executed exclusive Japanese distribution rights for six robot models and successors; certification and initial supply remain planned.

  • Zhejiang Fenglong Electric

    Acquired Company - UBTECH Robotics took control of Zhejiang Fenglong Electric through a 29.99% block transaction and tender offer.

  • Undisclosed automotive manufacturer

    Walker S1 And Walker C Procurement - UBTECH signed its first small-batch industrial humanoid procurement contract for Walker S1 and Walker C robots and received an advance payment.

  • Xiamen C&D Inc.

    Partner - UBTECH and Xiamen C&D signed strategic cooperation covering a planned Fujian joint venture and a target of at least 10,000 humanoid sales by 2030.

  • Hangzhou Shenhao Technology

    Power Grid Humanoid Robotics Partner - UBTECH and Shenhao Technology partnered on humanoid robot applications for power-grid operation and maintenance scenarios.

  • Honda Trading (China)

    Industrial Cooperation (uqi) - UBTECH and Honda Trading China cooperate on embodied AI, humanoid robots and autonomous logistics in auto supply chains.

  • Siemens AG

    Humanoid Manufacturing Digitization Partnership - UBTECH and Siemens Digital Industries Software signed a strategic cooperation framework to digitize humanoid robot development and manufacturing.

  • KENGIC

    Unmanned Warehousing Partnership - UBTECH and KENGIC partnered to develop embodied-intelligence applications for unmanned warehousing and third-party logistics.

Context

Comparable profiles

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    stack adjacency - Bipedal Locomotion · Dexterous Manipulation

  • Figure AI

    stack adjacency - Bipedal Locomotion · Dexterous Manipulation

  • Zhejiang Humanoid

    stack adjacency - Bipedal Locomotion · Dexterous Manipulation

  • RobotEra

    stack adjacency - Bipedal Locomotion · Dexterous Manipulation

  • Apptronik

    stack adjacency - Bipedal Locomotion · Dexterous Manipulation

  • Foundation Robotics

    stack adjacency - Bipedal Locomotion · Dexterous Manipulation

  • 1X Technologies

    stack adjacency - Bipedal Locomotion · Dexterous Manipulation

  • Agility Robotics

    stack adjacency - Bipedal Locomotion

  • Humanoid

    stack adjacency - Bipedal Locomotion

  • Persona AI

    stack adjacency - Dexterous Manipulation

  • DexForce

    stack adjacency - Dexterous Manipulation

  • Unitree

    stack adjacency - Bipedal Locomotion

Shared workflows

Context tags

  • Humanoid service robot builder - Workflow - Historical service robot product lines and Walker series
  • Dexterous manipulation - Capability - Hand manipulation disclosed
  • Commercial deployment - Commercial Stage - Multi-industry customer deployments disclosed
  • Humanoid industrial builder - Peer Group - Walker S industrial humanoid for manufacturing
  • Industrial task execution - Workflow - Walker S deployed in automotive factory workflows
  • Service robot delivery - Workflow - Panda robot and service robot product history
  • Robot OEM - Stack Layer - Builds complete humanoid and service robot systems
  • Bipedal locomotion - Capability - Walker and Walker S demonstrate bipedal walking
  • Healthcare and assistive - Customer Environment - Service robots historically deployed in healthcare-related contexts
  • Factories - Customer Environment - Walker S targeting automotive and manufacturing floors

Commercial

  • UBTECH secures Fangchenggang humanoid robotics contract

    2025-11-25 · Order / contract · UBTECH secured a CNY264 million contract for a planned Walker S2 pilot at China–Vietnam border crossings and industrial sites. · $37M obligated

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  • UBTECH Walker S2 secures 159M RMB order from Sichuan Zigong

    2025-11-07 · Order / contract · UBTECH Walker S2 secures 159M RMB order from Sichuan Zigong

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  • Ubtech receives ¥90.5M order for humanoid robots, largest to date

    2025-07-21 · Order / contract · Ubtech receives ¥90.5M order for humanoid robots, largest to date

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  • UBTECH signs first small-batch industrial humanoid contract

    2025-04-24 · Order / contract · An undisclosed automotive manufacturer contracted for Walker S1 and Walker C robots.

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