{"city":"Shenzhen","name":"UBTech Robotics","slug":"ubtech-robotics","facts":[{"date":"2026-09-18","type":"partnership","value":"Walker C1 distribution agreement with Hiproject in Slovenia","source":"www.humanoidsdaily.com — 2026-09-18"},{"date":"2026-09-18","type":"partnership","value":"Walker C1 distribution agreement in Slovenia with Hiproject","source":"www.humanoidsdaily.com — 2026-09-18"},{"date":"2026-09-17","type":"product_launch","value":"Liuzhou factory opened","source":"humanoid.guide — 2026-09-17"},{"date":"2026-09-15","type":"partnership","value":"Agreement to establish an intelligent manufacturing project in Shanxi","source":"rsshub.bkraju.com — 2026-09-15"},{"date":"2026-09-15","type":"partnership","value":"Three entities agreed to establish an intelligent manufacturing project in Shanxi","source":"rsshub.bkraju.com — 2026-09-15"},{"date":"2026-09-15","type":"partnership","value":"Three entities signed an agreement to establish an intelligent manufacturing project in Shanxi","source":"rsshub.bkraju.com — 2026-09-15"}],"peers":[{"name":"BYD","rank":8,"slug":"byd","score":"86"},{"name":"Agility Robotics","rank":12,"slug":"agility-robotics","score":"84"},{"name":"Apptronik","rank":20,"slug":"apptronik","score":"77"},{"name":"AGILE Robots","rank":28,"slug":"agile-robots","score":"74"},{"name":"Oversonic Robotics","rank":31,"slug":"oversonic-robotics","score":"72"},{"name":"AI2 Robotics","rank":44,"slug":"ai2-robotics","score":"65"}],"stage":"Public","state":"Guangdong","aliases":["Thinker-WM","UBTech","UBTECH","Walker S Lite","Walker S2","Walker Tienkung","优必选"],"country":"China","domains":[{"why":"UBTech sells Walker S and Walker C1 humanoid robots for industrial automation and logistics customers.","list":"Humanoids 100","rank":17,"tier":"member","layer":"Systems","total":80,"domain":"Humanoids","scores":{"gate_ne":["technology"],"leverage":8,"position":8,"progress":10,"firepower":9,"commercial":8,"deployment":8,"production":8,"technology":6},"edition":"November 2026","segment":"Industrial & logistics"},{"why":"UBTech sells Walker S humanoid robots to industrial and manufacturing customers for factory automation and operational tasks.","list":null,"rank":null,"tier":"member","layer":null,"total":65,"domain":"Robotics","scores":{"gate_ne":["technology"],"leverage":8,"position":8,"progress":10,"firepower":9,"commercial":6,"deployment":5,"production":9,"technology":1},"edition":null,"segment":null}],"founded":2012,"signals":[{"date":"2026-11-02","header":"UBTECH releases Thinker-Sim embodied intelligence simulation platform","outlet":"36Kr newsflashes"},{"date":"2026-10-23","header":"Chinese humanoid robot makers are moving into South Korean factory trials and commercial deployments.","outlet":"SCMP Tech"},{"date":"2026-10-22","header":"UBTECH Robotics introduced the full-size Walker Tienkung humanoid.","outlet":"humanoid.guide"},{"date":"2026-10-22","header":"UBTECH Robotics demonstrated Walker Tienkung performing autonomous mobility and manipulation tasks.","outlet":"humanoid.guide"},{"date":"2026-10-17","header":"UBTECH introduced Thinker-WM, a world model unifying video, depth, and robot actions.","outlet":"Pandaily"},{"date":"2026-10-17","header":"UBTECH found that adding depth increased Thinker-WM’s RoboTwin single-task success rate by 15 percentage points.","outlet":"Pandaily"}],"website":"https://www.ubtrobot.com","category":"Humanoids · Manufacturing","categories":[{"name":"Industrial & logistics","domain":"Humanoids","parent":"Humanoids · Systems"},{"name":"Industrial arms & cobots","domain":"Robotics","parent":"Robotics · Systems"}],"last_round":null,"updated_at":"2026-11-02T16:32:15.787+00:00","facts_total":283,"positioning":"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.","sub_category":null,"signals_total":299,"url":"https://www.frontiertechintelligence.com/companies/ubtech-robotics","title":"UBTech Robotics · humanoids, Shenzhen, Guangdong, China · scores, facts and signals · Frontier Tech Intelligence","description":"UBTech sells Walker S and Walker C1 humanoid robots for industrial automation and logistics customers. Humanoids 100 rank 17 (score 80) 299 signals and 283 facts with sources.","publisher":"Frontier Tech Intelligence (Future Frontiers, a trade name of Essential Cognition Inc.)","note":"Assessment by Frontier Tech Intelligence; facts and signals carry their sources."}