UBTECH Robotics创始人兼CEO周剑在2025世界机器人大会上表示，人型机器人将首先在制造业中承担重复性和复杂性任务，随后扩展至商业和家庭应用。UBTECH推出的Walker S2工业人型机器人，集成了先进的Co-Agent智能代理技术、灵巧手、仿生臂和自主电池更换功能，旨在推动工业自动化革新。公司计划在2025年生产约1000台机器人用于实际客户环境，并逐步扩大生产规模。Walker S2的快速迭代，如自主热插拔电池、更高的自由度、更轻的材质和更快的步态速度，展现了其在性能上的显著提升。中国机器人产业的蓬勃发展为UBTECH提供了广阔的市场和数据支持，未来人型机器人有望触达万亿级市场。

🤖 **人型机器人将从“个体智能”进化为“集体智能”**：UBTECH通过其创新的Swarm Intelligence Network 2.0和Industrial Co-Agent系统，实现了多机器人协同工作。该系统采用“云脑+端侧智能”混合模型，能够让数十台机器人低延迟同步运行，从而优化工厂的整体运营效率，这是UBTECH对未来机器人协作模式的核心构想。

🏭 **Walker S2工业机器人是UBTECH应对智能制造的核心产品**：这款机器人专为工业场景设计，配备了Co-Agent智能代理技术、灵巧手、仿生臂以及自主电池更换功能，能够高效执行重复性和复杂的制造任务。UBTECH正在加速其生产和部署，目标是在2025年实现约1000台的交付，并计划在次年将产量提升至5000-10000台，以收集关键数据并推动大规模应用。

🚀 **产品迭代迅速，性能显著提升**：UBTECH在短短九个月内就从Walker S1迭代至Walker S2，显著提升了机器人的自主热插拔电池能力，增加了自由度以提高在狭窄空间内的灵活性，并采用复合材料减轻了重量。此外，其步态速度也得到优化，能够达到人类效率的50%，这使得机器人在实际操作中更加敏捷和高效。

📈 **中国机器人产业蓬勃发展，市场前景广阔**：2025年上半年，中国工业机器人和服w务机器人分别实现了35.6%和25.5%的增长。新注册的机器人公司数量大幅增加，显示出行业的高速发展态势。UBTECH作为行业先行者，不仅获得了重要的商业订单，其市场资本化也达到较高水平，这得益于中国强大的制造基础和对机器人技术的积极推动。

🌐 **人型机器人的应用路径与未来愿景**：UBTECH将人型机器人的应用分为工业、商业和家庭三个主要方向，并明确工业领域是未来两到三年内大规模采用的重点。公司还在研发面向消费市场的、具有情感支持功能的人型机器人，并预计全球人型机器人市场规模将在2050年达到7万亿美元。UBTECH的使命是通过机器人帮助人类摆脱重复枯燥的任务，最终实现社会工作和互动方式的深刻变革。

UBTECH Walker S2

AsianFin — Humanoid robots are poised to transform industries by first tackling repetitive and complex tasks in manufacturing before expanding into commercial and household roles, said Zhou Jian, founder and CEO of UBTECH Robotics, at the 2025 World Robot Conference in Beijing.

He emphasized that the future of humanoid robotics lies in evolving from individual machines to intelligent collaborative systems, enabling large-scale, efficient deployment across diverse real-world scenarios.

 

UBTECH, China’s pioneering humanoid robot stock listed on the Hong Kong Exchange, is introducing its Walker S2 industrial humanoid robot, designed specifically for intelligent manufacturing scenarios. Equipped with advanced Co-Agent intelligent agent technology, dexterous hands, bionic arms, and autonomous battery swapping, Walker S2 is set to redefine industrial automation.

At a recent financial briefing, Zhou emphasized UBTECH’s ambitious targets: producing approximately 1,000 humanoid robots in 2025 for deployment in real customer environments to gather critical data, with plans to scale production to 5,000–10,000 units next year.

“Humanoid robots will evolve from ‘individual intelligence’ to ‘collective intelligence,’” Zhou said, underscoring UBTECH’s innovative Swarm Intelligence Network 2.0 and Industrial Co-Agent system that enable multi-robot collaboration via a hybrid “cloud brain + onboard intelligence” model. This architecture allows dozens of robots to work in sync with low latency, optimizing factory operations.

Zhou outlined three primary application pathways for humanoid robots: industrial settings for repetitive and complex tasks, commercial environments designed for ergonomic human interaction, and eventually household scenarios offering companionship and continuous communication. He stressed the industrial sector as the immediate focus for large-scale adoption within the next two to three years, with commercial and domestic applications following thereafter.

UBTECH’s Vice President and Research Head, Jiao Jichao, highlighted the company’s rapid product iteration—from Walker S1 to Walker S2 in just nine months—with improvements including autonomous hot-swappable batteries, enhanced degrees of freedom enabling agility in confined spaces, lighter weight using composite materials, and faster gait speeds matching human efficiency at 50% capacity.

China’s booming robotics industry is accelerating rapidly, with first-half 2025 growth rates of 35.6% in industrial robots and 25.5% in service robots. Over 100,000 new robotics companies emerged in the first half alone—a 45% increase year-over-year. Fourier Intelligence CEO Gu Jie observed that humanoid robot development has accelerated by three to five times over the past year.

UBTECH recently secured a RMB 90.5 million contract from MiYi Automotive Technology, one of the largest commercial orders for humanoid robots globally. The company’s market capitalization topped HK$46 billion as of August 7.

Zhou noted that China’s vast and diverse manufacturing landscape provides ideal testbeds for humanoid robots, generating invaluable data for AI training. “More than 80% of key robotic components worldwide are sourced from China, positioning the country at the heart of the humanoid robot industry,” he added.

Looking ahead, UBTECH is developing an emotionally supportive humanoid robot targeting consumer markets, with internal testing described as “stunning” and drawing interest from international players. The company’s 2024 R&D spend is projected at RMB 478 million, representing 36.6% of revenue.

According to Citi forecasts, the global humanoid robot market could reach $7 trillion by 2050, with nearly 650 million units in operation worldwide. A 2024 report by the China Academy of Information and Communications Technology anticipates China’s general-purpose humanoid robot market will hit RMB 500 billion to 1 trillion between 2040 and 2045.

As Zhou concluded, “Our mission is to help humans offload repetitive, tedious tasks through robotics, beginning with industrial deployment and expanding into everyday life, ultimately transforming how society works and interacts.”

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