Ubtech Robotics: Humanoid Demand Surges on Two Fronts as Pre-Orders Top 3,800 and Siemens Pact Targets 10,000 Units
Published on 06/23/2026 at 16:12 | Redaktion boerse-global.de
Ubtech Robotics is navigating two distinct waves of demand for its humanoid machines, one from consumers and another from industry heavyweights. On the consumer side, the company has collected over 3,800 pre-orders for its new U1 series in just ten days, with customers placing deposits totalling more than ten million RMB. The super-bionic humanoids boast 88 joints, an emotional language model, and a four-hour battery life, positioning them for the mass market.
Yet the U1 rollout faces a regulatory hurdle: the series has not yet secured the mandatory 3C certification for the Chinese market. Management still plans to begin deliveries by the end of June. The real test comes in mid-July, when buyers must make their final payments — a milestone that will determine how much of the current order surge translates into recognized revenue.
Meanwhile, Ubtech is scaling its industrial humanoid business with equal ambition. At a supply chain fair in Peking, the company unveiled the Walker C1, a 165-centimetre, 50-kilogram service robot designed for hotels, exhibitions, and visitor assistance. With 26 degrees of freedom and multilingual voice capabilities, it targets sectors where precision and communication are key.
Should investors sell immediately? Or is it worth buying Ubtech Robotics?
Industrial sales are already accelerating. Last year, Ubtech sold 1,079 large humanoid robots for factory use, and the segment’s revenue share jumped to over 41%. To boost production, the company has teamed up with Siemens to lift capacity to 10,000 units by the end of 2026. Airbus is already deploying Walker S2 robots in its aerospace manufacturing — a first for that industry.
The financial picture reflects this rapid expansion. Total revenue for 2025 surged more than 53% to around two billion RMB, while gross profit doubled to 750 million RMB. Yet heavy investment is eating into the bottom line: R&D spending reached 507 million RMB last year, roughly a quarter of annual sales. To secure its supply chain and technology edge, Ubtech is acquiring a 43% stake in Fenglong Shares for precision manufacturing and forming a joint venture to develop its own robotics AI chips, with design completion slated for late 2027 and mass production the following year.
Despite the flurry of positive news, the stock has been under persistent selling pressure. Shares closed Monday at €11.55, down about 32% from their annual high and losing nearly 17% over the past 30 days. The relative strength index stands at 44.7, suggesting the market is in a consolidation phase. In today’s session, the stock dropped a further seven percent to €10.72, pushing the year-to-date decline to roughly 26%.
Analysts are betting on a turnaround. For 2026, they project revenue of nearly 3.7 billion RMB, with losses narrowing by about one-third annually. The breakeven point is expected to come into view by 2027. Until then, Ubtech must juggle consumer pre-order execution, industrial-scale production, and the market’s evident scepticism — all while keeping its balance sheet intact.
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