Ubtech Robotics Forges Korea Auto Tie-Up and Debuts U1 Robot as Shares Languish Near Yearly Low
Published on 07/20/2026 at 16:35 | Redaktion boerse-global.de
Ubtech Robotics is pressing ahead on two distinct tracks — industrial automation and consumer companionship — yet neither a landmark South Korean partnership nor the launch of the world’s first mass-produced humanoid companion robot has arrested the stock’s slide. The Shenzhen-based company signed a letter of intent with Duksan JM Robotics and automotive supplier AJIN Industrial to set up South Korea’s first production line for car parts using humanoid robots. Under the proof-of-concept project, scheduled to begin in August 2026 at AJIN’s Manufacturing Innovation Factory, Ubtech’s Cruzr Y1 and Walker S2 models will be tested. The collaboration aims to fuse Ubtech’s core technology with Korean service capabilities and industrial know-how.
Barely a week earlier, Ubtech unveiled its U1 series — a lineup of companion robots comprising Lite, Pro and Ultra variants priced between 119,800 yuan (about $17,655) and 990,000 yuan ($145,717). Standing 163 to 183 centimetres tall, each weighs 42 kilograms and features 88 servo joints and a silicone skin. The company claims more than 13,000 orders, predominantly from government and institutional buyers. However, early demonstrations revealed technical hiccups, including reaction delays of up to several tens of seconds. The robot’s debut came amid a red-hot Chinese AI sector: the World Artificial Intelligence Conference in Shanghai (17-20 July 2026) featured over 1,100 exhibitors and more than 300 world premieres, while rivals such as Unitree and AgiBot also grabbed headlines. More than 280 financing rounds in robotics closed in the first half of 2026, totalling over 46 billion yuan, underscoring the competitive landscape Ubtech must navigate.
The numbers behind Ubtech’s industrial segment are striking. Revenue from full-sized humanoid robots surged 2,203.7 percent to 820 million yuan in 2025, with unit sales rocketing to 1,079. Overall revenue reached 2.001 billion yuan, up 53.3 percent. The net loss narrowed by 37 percent to 703.2 million yuan, and analysts expect a profit of 105.9 million yuan in 2027. Revenue forecasts for 2026 have been raised from 2.92 billion to 3.69 billion yuan, with annual profit and revenue growth estimated at 106.9 percent and 46.1 percent respectively. Automotive manufacturing, smart logistics and 3C electronics now account for more than 80 percent of Ubtech’s business, making the Korea deal a natural fit for its growth strategy.
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Yet none of this operational progress is reflected in the share price. The stock closed at €9.39 last Friday, down 5.29 percent on the day, and slipped further to €9.15 on Monday — a loss of 2.54 percent. Over the past 30 days the decline stands at 25.04 percent (primary article) or 23.09 percent (secondary article — minor difference; the more recent figure of 25.04 percent from the primary likely reflects data a day later), and from the start of the year the loss is 36.46 percent. At €9.15, the share is just 2.7 percent above its 52-week low of €8.91 hit on 13 July 2026, and 46.18 percent below the January 2026 high of €17.00. The 50-day and 100-day moving averages sit at €11.59 and €11.63 respectively, confirming the bearish trend. The relative strength index of 39.3 signals persistent downward momentum without entering oversold territory, while the 30-day annualised volatility of about 81 percent reflects extreme trading nervosity.
Investors are left weighing the promise of a fast-growing industrial pipeline — underscored by the Korean auto-parts project and U1 pre-orders — against technical teething problems in the consumer robot and fierce competition in China’s crowded humanoid space. With the proof-of-concept in Korea not starting until August 2026 and the U1 still facing performance questions, the market is currently giving greater weight to near-term uncertainties than to long-term order books. For Ubtech, bridging that gap between operational milestones and market sentiment remains the central challenge.
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