UBTECH ROBOTICS (09880) surged 5.03% intraday, reflecting strong investor optimism following two key developments. The stock's rally aligns with heightened activity in the robotics sector.
The company announced a strategic cooperation framework with Zhuoshi Tech to integrate AI models with humanoid robots, targeting 10,000 deployments and billions in orders over five years. Additionally, UBTECH secured a RMB143 million contract for a robot training center in Jiangxi, utilizing its WalkerS2 model. These moves underscore its leadership in commercializing humanoid robotics.
Broader sector tailwinds, including U.S. policy support for robotics and Tesla's Optimus production plans, further buoyed sentiment. UBTECH's cumulative orders for its Walker series now exceed RMB1.3 billion for 2025.
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