UBTECH’s Walker S2 Humanoid Robotic Steps Into Factories, Heaps Of At A Time

Shenzhen-based UBTECH Robotics has merely shipped an entire bunch of Walker S2 humanoids to precise factories, claiming that that’s the world’s first mass provide of robots supposed to look and switch like precise folks. They’re not holding once more on any particulars each. Manufacturing ramped up in mid-November, and the first batch has now been dispatched to companions that require additional labor on the assembly line.

This yr, UBTECH acquired orders for 800 million yuan (spherical $113 million) from specialised set-ups to full-scale deployments. One giant transaction in September was 250 million yuan from a broadly identified Chinese language language agency for smart robotic applications. The second largest single order was from a Zigong-based agency in Sichuan for 159 million yuan. UBTECH plans to ship 500 Walkers by the tip of December and they also’re correct on schedule. A large data center problem in Guangxi has devoted 126 million yuan and Miee Auto, a Hubei-backed car exporter, has devoted over 100 million yuan.

The automakers are driving the demand for Walkers; BYD, Geely Auto, FAW-Volkswagen, Dongfeng Liuzhou Motor are all getting some, as is Foxconn which is ready to use them for logistics. These robots are taking on work that folks used to do, like sorting elements in factories or carrying merchandise spherical warehouses. The thought is straightforward: operations should run 24/7, with out someone having to take a look at all of the issues regularly. Early outcomes are promising as companions are testing the devices in real-world eventualities not in a lab.

Nonetheless, the Walker S2’s battery know-how is what actually offers it a bonus in harsh settings. This machine can swap out its private vitality pack in minutes – no human intervention required – reducing downtime to a minimal. It has truly been obtainable in the marketplace since July for industrial use, and it’s splendid for shifts that require fastened motion. UBTECH created it to be tall and strong, with joints that will mimic human actions whereas moreover allowing for prime weights and actual grips. Those who visited the manufacturing unit not too way back seen that humanoids now make up 30% of product sales, up from 10% closing yr, which implies that the sample is precise, not merely hype.

Whatever the challenges, money is pouring in. Throughout the first half of 2025, earnings grew 27.5% to 621 million, gross income 17.3% to 217 million, loss 18.5% to 440 million. The company is retaining costs beneath administration whereas rising. Consumers took uncover and the stock rose over 150% this yr to HK$133. Citi and JPMorgan nonetheless have buy on the stock, with targets above HK$170. UBTECH was the first robotics agency to itemizing on the Hong Kong change in 2023 and this merely cements that.
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