Movement Alert｜UBTECH Robotics Rises 3.06% in Regular Trading, Consumer Brand Launch and Hitachi Partnership Continue to Boost Sentiment

Market Focus05-27

On May 27, UBTECH Robotics rose 3.06% in regular trading, trading at HK$123.8/share, with trading volume of HK$488 million.

On the news front, UBTECH recently officially launched its consumer-grade humanoid robot brand UWORLD, marking the full activation of its strategy targeting individual and family consumer markets. The brand focuses on emotional companionship, education, and entertainment applications, with exploration into general-purpose task services. Meanwhile, the company's strategic cooperation agreement with Hitachi (China) has entered a substantive verification phase, with Hitachi deploying UBTECH's industrial-grade Walker S2 humanoid robot for on-site operational testing.

Additionally, the company's new product roadmap has become clear: the fifth-generation Walker X is planned for release in June, while the Walker S3 — reportedly 15% lighter and lower-cost than the S2 — is set to debut in Q2, with the annual shipment target raised to 5,000 units. Western Securities has maintained its Buy rating. Financial data shows the company's full-size embodied intelligent humanoid robot revenue grew over 22x year-over-year, with cumulative sales exceeding 1,000 units and annualized production capacity surpassing 6,000 units.

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