中 Humanoid Manufacturer Ubitech Reveals Annual Earnings 'Now Entering Mass Supply Stage'

*This content was translated by AI.

Chinese humanoid manufacturer UBTECH revealed its full-year results for 2025. Ubitech said the disclosure resulted in sales of 2.01 billion yuan, a 53.3% year-on-year growth. The most noticeable part is that profitability has improved significantly, with gross profit margin rising 9 percentage points from 28.7% to 37.7% in 2024.

On closer inspection, the annual net loss was also down 31.9% year-on-year to 790 million yuan, while the adjusted net loss excluding stock compensation expenses was down 24.5% to 691 million yuan. It is the large humanoid robot segment that has driven Ubitech's financial growth. Ubitech's full-size embodied AI humanoid robot and solution sales jumped more than 22 times from 35.6 million yuan in 2024 to 821 million yuan in 2025, emerging as the largest revenue source accounting for 41.1% of total sales.

The commercial success of humanoid robots is not just about the level of popularity or showing promise. In fact, it suggests that it has moved beyond the technology verification stage to the large-scale delivery stage. For all of 2025, Ubitech's cumulative sales of large humanoid robots were 1,079 units, an explosive increase of approximately 35,866.7% year-over-year. In particular, the Walker S (Walker S) series designed for industrial use was put into material transportation, classification, and quality inspection in automobile manufacturing, 3C electronics, and new energy battery processes. The third-generation model Walker S2, which began mass delivery at the end of 2025, is equipped with an intelligent foundation model called Thinker, and has begun to substantially replace human roles such as autonomous driving in narrow spaces, manipulating unstructured objects, and complex inspection tasks. Ubitech has completed the establishment of a large-scale production system with annual production capacity of more than 6,000 Walker S-Series units.

Looking at the revenue composition by business segment, logistics smart robots and solutions accounted for 31.4% at 629 million yuan, while consumer smart hardware accounted for 24.9% at 499 million yuan. Although the proportion of sales in the educational robot business has decreased slightly, it is continuing to build a long-term talent ecosystem by converting Yanshee robots from simple programming tools to AI research-based platforms. Technically, based on full-stack technology such as servo drivers, large models, visual recognition, and exercise control, we combined BrainNet 2.0 and Co-Agent technology to complete an industrial AI double loop system. In 2025, the company has made advances in both hardware and software, launching fourth- and fifth-generation precision hands and developing Thinker-WM, an industrial world model.

Ubitech operates data collection and testing centers in Wuxi and Sichuan, implementing a data flywheel strategy that increases the precision of the model by collecting more than 10 million industry-specific data every year. As of the end of 2025, there were 2,985 patents approved by Ubitech, of which 508 were foreign patents. Future strategies focus on expanding platforms and ecosystems around large humanoids. Based on proven technology in industrial sites, the company plans to launch next-generation humanoid robots aimed at commercial and educational markets such as information desks, corporate promotion, and university research and education assistance.

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*This content was translated by AI.