Facts

• Segment: Humanoid
• Country: China
• Founded: 2012
• Website: https://www.ubtrobot.com

Profile sections

• Summary
• Market context
• Products
• Facts
• Funding
• Commercial
• Context / Market Position
• Events
• Operations / Deployments
• Team
• Supply chain relationships
• Relationships
• Context tags
• Customers and deployments
• Record / Articles
• Sources

Summary

UBTECH Robotics develops humanoid robots, service robots and commercial automation systems in China. Its portfolio spans Walker humanoids, delivery robots, customer-service robots and education platforms for manufacturing, logistics, retail, healthcare and public-service environments.

Market context

UBTECH is one of the few humanoid companies shipping industrial-focused models (Walker S-series) and winning real enterprise engagements. If they scale production and deployments, they're a key signal for humanoids moving from demos into operational workflows. UBTECH Robotics develops humanoid robots and service robotics platforms, including Walker series and industrial humanoid systems.

• Capability: Humanoid locomotion and balance systems Bimanual manipulation and task execution Vision-based perception and environment understanding Deployment in industrial and commercial environments
• Strategic position: Positioned within large-scale humanoid robotics development in China Focused on transitioning humanoids from demonstration to real-world deployment

Products

• Cadebot L100
• Cruzr 1S
• Cruzr S2 - wheeled
• Panda Robot - education
• Walker C - commercial
• Walker S - industrial
• Walker S1 - industrial
• Walker S2 - industrial
• Walker X - commercial

Facts

• Website: https://www.ubtrobot.com
• HQ: Shenzhen, China
• Founded: 2012
• Ticker: 9880.HK / HKEX
• Segment: Humanoid
• Funding total: $2.34B
• Known funding rounds: 2
• Latest funding date: 2025-11-28

Funding

• 2025-11-28 - Series O - $179M - UBTECH secures $400M for M&A, Walker series order book hits $179M - source: prnewswire.com
• 2025-08-31 - Strategic financing line - $1 - UBTECH secures $1B financing to scale humanoid robot production - source: therobotreport.com

Commercial

4 commercial events; 2 contract awards; 2 commercial orders; 1 named customer; $37M disclosed obligated value; latest event 2025-11-25

• 2025-11-25 - Contract award - UBTech Secures $37 Million Contract to Deploy Humanoid Robots at China-Vietnam Border - Public-sector client (China-Vietnam border deployment context) - $37M obligated - source: scmp.com
• 2025-11-17 - Contract award - UBTECH begins mass production and delivery of Walker S2 - source: prnewswire.com
• 2025-11-07 - Commercial order - UBTECH Walker S2 secures 159M RMB order from Sichuan Zigong - source: ubtrobot.com
• 2025-07-21 - Commercial order - Ubtech receives ¥90.5M order for humanoid robots, largest to date - source: ubtrobot.com

Industrial humanoids for smart manufacturing

UBTECH Robotics develops humanoid robots and related service robotics systems. Its current robotics context is led by Walker S industrial humanoids, which are positioned for smart manufacturing and automotive production workflows.

• Target environment: Smart factories, automotive production lines, logistics areas, commercial service spaces and human-scale environments where humanoid robots assist with physical tasks.
• Deployment model: Direct robot platform model with industrial humanoid products, service robots and commercial deployment activity.
• Customer context: Automotive manufacturers, industrial operators, commercial service customers and organizations adopting humanoid or service robots for physical work and interaction.
• Workflow context: Smart manufacturing assistance, logistics support, inspection, material movement, service interaction, navigation and human-robot collaboration.
• Commercial maturity: UBTECH has public humanoid product lines and commercial robotics activity, with Walker S serving as the clearest industrial humanoid anchor through named factory-use examples.
• Market position: Chinese humanoid robotics company with a visible focus on industrial humanoids for manufacturing and service applications.
• Adoption constraints: Factory integration, safety, reliability, task performance, production cost, customer support and proof of humanoid utility in repeatable industrial workflows.
• Adjacent context: Walker S, industrial humanoids and smart manufacturing robotics.
• Source confidence: high

Events

• 2026-04-16 - Deployment - UBTECH deploys Walker S2 into ROSSMANN logistics center in Europe pilot with Terra Robotics - UBTECH said its industrial humanoid robot Walker S2 has entered a ROSSMANN logistics center in Euro…
• 2026-04-07 - Partnership - UBTECH subsidiary UQI signs strategic cooperation agreement with Honda Trading China - UBTECH, through its smart logistics subsidiary UQI, signed a strategic cooperation agreement with Honda T…
• 2026-03-31 - Market Signal - UBTECH reports 2025 annual results with humanoid robots as its largest revenue source - UBTECH reported 2025 revenue of RMB 2.001 billion, up 53.3% year over year, with humanoid robots becom…
• 2026-01-21 - Market Signal - UBTECH says 2025 humanoid robot orders exceeded RMB1.4 billion - Reuters reported UBTECH recorded more than RMB1.4 billion in humanoid robot orders in 2025.
• 2026-01-21 - Partnership - UBTECH signs Airbus cooperation agreement for aviation manufacturing - UBTECH and Airbus agreed to collaborate on aviation-manufacturing robot applications.
• 2025-12-24 - Acquisition - UBTECH acquires controlling stake in Zhejiang Fenglong Electric - UBTECH announced a controlling-stake acquisition in Zhejiang Fenglong Electric.
• 2025-12-14 - Deployment - Texas Instruments signs agreement with UBTECH and deploys Walker S2 in semiconductor manufacturing - Texas Instruments has begun deploying UBTECH's Walker S2 humanoid robots on its semiconducto…
• 2025-12-03 - Partnership - Agroz and UBTECH launch Agroz Robotics for AI-enabled farm automation - Agroz and UBTECH announced a new robotics collaboration for farming automation.
• 2025-11-28 - Funding - UBTECH secures $400M for M&A, Walker series order book hits $179M - UBTECH Robotics raised funding to support growth and product development.
• 2025-11-25 - Contract Award - UBTech Secures $37 Million Contract to Deploy Humanoid Robots at China-Vietnam Border - UBTech Robotics signed a 264 million yuan (US$37 million) deal to deploy humanoid robots at border cr…
• 2025-11-17 - Production Milestone - UBTECH begins mass production and delivery of Walker S2 - UBTECH announced mass production and first-batch delivery of Walker S2 industrial humanoid robots.
• 2025-10-29 - Deployment - UBTECH showcases Chitu unmanned logistics vehicle and automated manufacturing process - What is Chitu α Chitu α, also known as Chitu or Chitu L4, is an L4-level autonomous logistics vehicle and…
• 2025-08-31 - Funding - UBTECH secures $1B financing to scale humanoid robot production - UBTECH secured a reported $1B financing package.
• 2025-07-23 - Product Launch - UBTECH launches Walker S2 with autonomous battery swapping - Walker S2 introduces autonomous battery swapping for near-continuous operation.
• 2025-05-12 - Partnership - Huawei, UBTech partner to speed up humanoid robots, open innovation center - Huawei and UBTech signed a partnership to jointly develop humanoid robotics using Huawei's AI infrastructure and UB…
• 2025-04-13 - Deployment - UBTECH's Walker C Serves as AI Tour Guide at Expo 2025 Osaka - Walker C is the first embodied AI 'Tour Guide' at the China Pavilion during Expo 2025 Osaka.
• 2025-03-12 - Product Launch - UBTECH and Beijing center launch Tiangong Walker for research institutions - UBTECH and Beijing Humanoid Robot Innovation Center launched Tiangong Walker.
• 2025-03-03 - Deployment - UBTECH Deploys Humanoid Robots at Zeekr's Smart Factory - • UBTECH deployed dozens of Walker S1 humanoid robots at Zeekr's 5G-enabled smart factory in Ningbo, Zhejiang province.
• 2025-01-09 - Partnership - Changsheng Bearings begins technical exchange and cooperative R&D with UBTECH - Changsheng Bearings began technical exchange with UBTECH.
• 2024-12-17 - Partnership - Audi FAW NEV Company announces MoU with UBTECH Robotics and the Beijing Innovation Center of Humanoid Robotics - Audi said its new Changchun plant would explore the next step in humanoid-robot…
• 2024-08-15 - Capability - UBTECH integrates advanced control in Walker S - • UBTECH Robotics developed a force-feedback based whole-body stabilizer for position-controlled humanoid robots.
• 2024-08-06 - Deployment - Walker S Lite performs cargo packing and securing tasks at Zeekr factory - UBTECH said Walker S Lite worked for 21 consecutive days at a Zeekr factory.
• 2024-07-03 - Deployment - UBTECH deploys Walker S Lite at FAW-Volkswagen Qingdao plant - • UBTECH Robotics deployed its humanoid robot, Walker S Lite, at FAW-Volkswagen's Qingdao plant to perform quality inspection task…
• 2024-04-01 - Partnership - UBTECH partners with Baidu to integrate ERNIE into Walker S - UBTECH and Baidu partnered to integrate ERNIE model capabilities.

Operations / Deployments

• 2026-04-16 - Deployment - UBTECH deploys Walker S2 into ROSSMANN logistics center in Europe pilot with Terra Robotics - UBTECH said its industrial humanoid robot Walker S2 has entered a ROSSMANN logistics center in Euro…
• 2025-11-25 - Contract Award - UBTech Secures $37 Million Contract to Deploy Humanoid Robots at China-Vietnam Border - UBTech Robotics signed a 264 million yuan (US$37 million) deal to deploy humanoid robots at border cr…
• 2025-11-17 - Production Milestone - UBTECH begins mass production and delivery of Walker S2 - UBTECH announced mass production and first-batch delivery of Walker S2 industrial humanoid robots.
• 2025-08-31 - Funding - UBTECH secures $1B financing to scale humanoid robot production - UBTECH secured a reported $1B financing package.
• 2025-03-03 - Deployment - UBTECH Deploys Humanoid Robots at Zeekr's Smart Factory - • UBTECH deployed dozens of Walker S1 humanoid robots at Zeekr's 5G-enabled smart factory in Ningbo, Zhejiang province.
• 2024-08-06 - Deployment - Walker S Lite performs cargo packing and securing tasks at Zeekr factory - UBTECH said Walker S Lite worked for 21 consecutive days at a Zeekr factory.

Team

• Zhou Jian - Chairman of the Board, Executive Director and CEO
• Xiong Youjun (熊友军) - Executive Director, Deputy General Manager & CTO

Supply chain relationships

• Zhejiang Fenglong Electric - acquisition - Acquired controlling stake to secure manufacturing and supply-chain capacity for humanoid robot production.
• Tuopu Group - supplier - Tuopu Group supplies structural components to UBTECH Robotics for humanoid robot production.
• Changsheng Bearings - technical exchange and cooperative R&D around robot-bearing applications - Changsheng Bearings has a public integration relationship with UBTECH Robotics for technical exchange and cooperative r&d…

Relationships

• automotive factory deployment - UBTECH Walker S Lite operated at a Zeekr factory loading workstation for cargo packing and securing tasks.
• Zhejiang Fenglong Electric - acquired_company - UBTECH control transaction for Zhejiang Fenglong Electric per CNINFO disclosures (29.99% block and tender offer).
• Zhejiang Fenglong Electric - parent_company - UBTECH becomes controlling shareholder and actual controller per Fenglong CNINFO filing dated March 2026.
• 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).
• Industrial cooperation (UQI) - Strategic cooperation with Honda Trading (China) to explore embodied AI, humanoid robots, and autonomous logistics in auto supply-chain settings; described as scenario validation rather th…
• Terra Robotics - deployment_partner - Terra Robotics is described as the strategic partner through which the Walker S2 pilot is being carried out at ROSSMANN.
• customer - Walker S2 has entered a ROSSMANN logistics center as part of a live pilot in retail logistics.
• Terra Robotics - customer - UBTECH deploys Walker S2 into ROSSMANN logistics center in Europe pilot with Terra Robotics

Context tags

• Bipedal locomotion - Capability - Walker and Walker S demonstrate bipedal walking
• 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
• Humanoid service builder - Peer Group - Historical service robot product lines and Walker series
• 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
• Factories - Customer Environment - Walker S targeting automotive and manufacturing floors
• Healthcare and assistive - Customer Environment - Service robots historically deployed in healthcare-related contexts

Customers and deployments

• Walker S2 1000 Unit Level Delivery - 1,000-unit-level production and delivery milestone - 2026-04-21 - UBTECH filing language says the 1,000-unit-level small-scale mass production and delivery of Walker S2 marked maturi…
• Named Pilot Site - 1 named pilot site - 2026-03-26 - ROSSMANN - logistics - ROSSMANN said it received a UBTECH Walker S2 humanoid robot for testing at its Burgwedel logistics center, supported by Terra Robotics. - sourc…
• Named Pilot Site - 1 named pilot site - 2026-01-19 - Airbus - aerospace manufacturing - Forbes reported, citing Bloomberg, that Airbus purchased UBTECH Walker S2 humanoid robots for testing in aircraft manufacturing pro…
• Estimated 2025 Humanoid Shipments - 1,000 robots shipped in 2025 - 2026-01-09 - UBTECH Robotics appears in Omdia/Rest of World 2025 humanoid shipment estimates at 1,000 robots shipped in 2025. This row is a market-estim…
• Walker S2 Produced Count - 1,000th Walker S2 produced - 2025-12-26 - customers - humanoid production - UBTECH celebrated production of the 1,000th Walker S2 humanoid robot, with more than 500 units delivered and operati…
• Target 2025 Humanoid Shipments - 500 robots targeted for delivery in 2025 - 2025-11-17 - UBTECH said Walker S2 mass production and delivery had begun and that the milestone moved the company toward a target of deliverin…
• Named Commercial Site - 1 named commercial site - 2025-11-17 - Zigong data collection center - data collection / industrial operations - UBTECH disclosed a recent contract to deploy Walker S2 robots at a data collection…
• Annual Humanoid Capacity - 5,000 robots/year - 2025-11-17 - Walker S2 manufacturing - UBTECH outlined a production ramp-up plan targeting annual capacity of 5,000 industrial humanoid robots by 2026. The disclosure is a…
• Target Annual Capacity Robots - 10,000 robots/year - 2025-11-17 - Walker S2 manufacturing - UBTECH said its Walker S2 ramp-up plan scales to 10,000 industrial humanoid units by 2027. This is a forward target and should…
• Reported Batch Delivered Robots - several hundred Walker S2 robots in first batch - 2025-11-17 - industrial humanoid deployment - UBTECH said it began mass production and delivery of the first batch of several hundred f…
• Consecutive Operating Days - 21 consecutive operating days - 2024-08-06 - Zeekr - automotive factory logistics - Walker S Lite operated for 21 consecutive days at a Zeekr factory loading workstation, handling cargo pack…

Record / Articles

• 2026-04-18 - This Week in Humanoid Robotics - Funding, deployments, and capability signals across the last 7 days. - Korthos: /research/this-week-in-humanoid-robotics
• 2026-01-19 - UBTech signs Airbus deal for Walker S2 humanoid in aviation manufacturing - Airbus has purchased Walker S2 robots from UBTech and will jointly explore aviation manufacturing applications; Airbus describes t…