Ubtech Robotics Fortifies Humanoid Supply Chain with Cable and Chip Deals as Losses Shrink
01.06.2026 - 16:21:51 | boerse-global.de
Ubtech Robotics is moving to lock down two critical components for its humanoid robot ambitions, signing a cable supply agreement for the Walker C1 service robot and creating a chip joint venture with MetaX and Zhejiang Fenglong Electric. The twin moves signal a shift toward volume production as the company tries to turn a string of technology milestones into commercial orders.
Investors grappling with a volatile stock and the looming IPO of rival Unitree Robotics have a lot to digest. On the one hand, Ubtech’s top line is accelerating fast. Revenue surged 53.3% in the 2025 fiscal year to 2.01 billion yuan, propelled by the humanoid robot segment, which swelled from just 35.6 million yuan a year earlier to 820.6 million yuan on sales of 1,079 units. Gross margin widened by nine percentage points to 37.7%, with the humanoid business itself boasting a 54.6% margin.
Yet profitability remains elusive. The net loss narrowed 31.9% to 790 million yuan, but operating cash burn stood at 784.1 million yuan, leaving year-end cash reserves of roughly 4.9 billion yuan to fund the ramp-up.
Chipping Away at Latency
The newly formed joint venture, Xixuan Chuangzhi Technology (Wuxi) Co., Ltd., is capitalized at 100 million yuan and will focus on designing and distributing so-called embodied-intelligence edge chips — processors that run artificial intelligence directly inside the robot rather than relying on cloud servers. Reducing latency is critical for humanoid applications in factory settings, where every millisecond counts.
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MetaX contributes GPU know-how, while Zhejiang Fenglong Electric adds an industrial perspective. Ubtech gets a tighter grip on the semiconductor layer of its technology stack, a move that could improve both performance and cost control over time.
Cables Built to Last a Million Bends
On the hardware side, Far East Smart Energy will supply the full suite of power and signal cables for the Walker C1 under the ROBOT-ER series, engineered to withstand over one million bending cycles. The C1 is Ubtech’s first product under the UWORLD consumer brand, unveiled by founder Zhou Jian in May 2026, and is aimed at hotels, airports and exhibition centers — a deliberate departure from the industrial Walker S2.
The robot is set to appear as the official “silicon ambassador” at the China International Supply Chain Expo in Beijing from June 22 to 26, where 85 countries will be represented, 36.5% of them from overseas. Ubtech plans a “robot volunteer matrix” across the venue, hoping to turn foot traffic into binding customer conversations.
Unitree’s IPO Looms Large
Competition is intensifying. Rival Unitree Robotics is pursuing a listing on the Shanghai STAR Market, seeking to raise 4.2 billion yuan by placing at least 40.4 million new shares. Exchange review was slated for June 1, with a trading start penciled in for June 5. The company’s first-quarter profit tumbled more than 52%, adding a layer of uncertainty for investors assessing the sector.
Ubtech’s own stock has been whipsawed. A block trade of 65,300 shares at HKD 104.60 on May 29 dragged the price down to the equivalent of EUR 11.41, finishing the month in Hong Kong at HKD 102.20, down 6.92%. In European trading on Monday, shares initially climbed 3.12% to EUR 11.76 before rallying further to EUR 11.94, a 4.6% gain on the session. Even so, the stock sits 32.7% below its 52-week high and has lost 17.7% since the start of the year, hovering just above its 50-day moving average of EUR 11.73.
Ubtech Robotics at a turning point? This analysis reveals what investors need to know now.
Two Robots, One Strategy
While the Walker C1 targets public spaces, the Walker S2 continues to carry the commercial weight in factories. The dual approach gives Ubtech exposure to different end markets, but it also demands a supply chain that can scale. Dedicated cable and chip partnerships suggest the company is preparing for higher volumes rather than small-batch pilot runs.
The real catalyst will be whether the June expo yields concrete orders. Until then, the market’s patience is being tested by a high cash-burn rate, a rival IPO and a stock that needs a fresh narrative to regain momentum.
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