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HKEX-listed maker mass-producing industrial humanoids for factory work
A Shenzhen-based humanoid specialist. Its industrial Walker S2 entered mass production and delivery in November 2025, and the company reported total humanoid orders of RMB 1.4 billion for 2025. It sold 1,079 full-size humanoids in 2025 on revenue of RMB 2.001 billion, and 921 units on revenue of RMB 1.27 billion in H1 2026. It markets autonomous battery swapping for continuous operation. The lineup also covers the Walker C guide/reception humanoid, the wheeled Cruzr S2 and the research-grade Tiangong Walker co-developed with the Beijing Humanoid Robot Innovation Center. In January 2026 Airbus bought Walker S2 units to explore aerospace manufacturing use.
Researched as of November 3, 2026. Each item links to its source.
Bitcoin Japan (TSE Standard: 8105) signed exclusive Japan distribution rights for six UBTECH models, running 36 months from the first model's certification.
Source: logi-today.comH1 2026 revenue rose 104% to RMB 1.27 billion; full-size humanoids reached 921 units and RMB 590 million, or 46.5% of revenue.
Source: kr-asia.comLaunched the UWORLD U1 ultra-bionic humanoid series (U1 Lite, Pro, Ultra) from RMB 119,800, citing 13,361 cumulative orders at launch.
Source: aap.com.auCompleted a partial tender offer for Zhejiang Fenglong Electric (002931.SZ), taking about 43.01% and control.
Source: fangdalaw.comReported FY2025 revenue of RMB 2.001 billion (+53.3%), with full-size humanoids becoming the largest segment at 1,079 units and about RMB 820 million.
Source: info.newsgd.comAnnounced that Airbus bought Walker S2 units to explore aviation manufacturing use, and said its 2025 humanoid orders reached RMB 1.4 billion.
Source: chinadaily.com.cnThe 1,000th Walker S2 rolled off the Liuzhou line, with over 500 units delivered by year-end to customers reported to include BYD, Geely, FAW-Volkswagen, Dongfeng Liuzhou and Foxconn.
Source: interestingengineering.comBegan mass production and delivery of the Walker S2 industrial humanoid, with Walker-series orders above RMB 800 million at the time.
Source: roboticstomorrow.comImageAn industrial humanoid for factory handling, sorting and assembly support. It swaps its own battery within 3 minutes, and its waist design lets it handle 15 kg across a 0–1.8 m work envelope.
ImageA service humanoid for guiding and reception in exhibition halls, offices and malls, interacting with and guiding visitors.
ImageA full-size wheeled humanoid that rotates ±170° in 0.8 m aisles, moves at up to 2 m/s and handles 15 kg across a 0–1.8 m workspace, aimed at reception, sorting and handling.
ImageA research and education humanoid co-launched with the Beijing Humanoid Robot Innovation Center, with open motor, sensor and motion-control interfaces.
On Jan 21, 2026 UBTECH announced that Airbus had bought Walker S2 units to jointly explore humanoid use in aerospace manufacturing. Unit count and site were not disclosed, and reports describe it as early concept testing.
In November 2025 UBTECH began mass production and delivery of Walker S2 and reported Walker orders above RMB 800 million for the year, targeting automotive plants and other industrial sites.
According to UBTECH, Walker C served as the first embodied-AI tour guide of the China Pavilion at Expo 2025 Osaka, a visitor-facing deployment in Japan.
An Oct 16, 2026 TDnet disclosure announced the decision to sign an exclusive Japan distribution agreement for six models including Walker S2, Walker Tienkung, Walker C1 and Cruzr S2, running 36 months from Japanese certification of the first model, Walker C1. Pricing is undisclosed and this is not a sales record.
On Sep 19, 2025 GMO AI & Robotics Trading added UBTECH's Walker E to its robot staffing service, with dispatch planned from February 2026. This is distinct from confirmed customer deliveries.
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