UBTech sells Walker S and Walker C1 humanoid robots for industrial automation and logistics customers.
UBTech Robotics is a Chinese humanoid maker (HKEX:9880) that sold 1,079 full-size humanoids in 2025 (the first company globally over 1,000 a year in the class, >80% into industrial scenarios), with FY25 revenue of RMB 2.001B (~$291M, +53.3%) and a humanoid segment now 41.1% of revenue at 54.6% gross margin, narrowing its net loss to RMB 790M. Customers include Foxconn, BYD, Geely, and Airbus, and Walker S capacity exceeded 6,000 a year by end-2025. Two caveats: its two largest tenders are government-linked data-collection centers rather than factory lines, and UBTech itself described Walker S2 as no more than half as efficient as a human worker at the start of 2026.
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UBTech sells Walker S and Walker C1 humanoid robots for industrial automation and logistics customers. UBTech Robotics is a Chinese humanoid maker (HKEX:9880) that sold 1,079 full-size humanoids in 2025 (the first company globally over 1,000 a year in the class, >80% into industrial scenarios), with FY25 revenue of RMB 2.001B (~$291M, +53.3%) and a humanoid segment now 41.1% of revenue at 54.6% gross margin, narrowing its net loss to RMB 790M. Customers include Foxconn, BYD, Geely, and Airbus, and
UBTech Robotics ranks 17 of 100 on the Humanoids 100 (November 2026 edition) with a score of 80 out of 100, in Industrial & logistics (Systems). Assessment by Frontier Tech Intelligence.
BYD (rank 8), Agility Robotics (rank 12), Apptronik (rank 20), AGILE Robots (rank 28), Oversonic Robotics (rank 31), AI2 Robotics (rank 44).
UBTech Robotics is based in Shenzhen, Guangdong, China. Founded 2012. Stage: Public.
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