Ubtech Robotics’ Humanoid Sales Skyrocket 23-Fold as Losses Narrow and Rival Unitree Nears IPO
29.05.2026 - 18:24:33 | boerse-global.de
The humanoid robotics sector is rapidly migrating from laboratory curiosity to factory floor fixture, and few companies have demonstrated that shift more dramatically than Ubtech Robotics. While the company’s stock has taken a beating — down more than 16% in a week — its latest financials tell a very different story. Revenue surged 53.3% year-on-year to 2.01 billion yuan for the 2025 fiscal year, propelled by an explosion in humanoid robot deliveries that saw segment income vault from 35.6 million yuan to 821 million yuan.
That breathtaking growth was driven by the shipment of 1,079 units of the Walker series — an increase of over 35,000% from the prior year. The humanoid unit’s contribution helped lift overall gross margin by 9 percentage points to 37.7%, a clear sign that volume production is finally improving cost structures. Ubtech’s net loss, meanwhile, narrowed 31.9% to 790 million yuan, edging the company closer to profitability even if the black ink hasn’t yet arrived.
The catalyst behind the margin improvement is the Walker S2, which entered mass production at the end of 2025. The move from prototype to series manufacturing is a critical inflection point for any hardware company, and Ubtech is now reaping the benefits of scale. At the World Intelligence Expo in Tianjin, which opened in late May 2026, the company showcased the Walker S — an industrial variant designed for complex, unstructured factory tasks. The expo dedicated an entire hall to humanoid robots, reflecting what analysts now call “embodied intelligence”: machines capable of sensing, reasoning and acting in real-world environments.
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That broader industry context is drawing heavyweight attention. Goldman Sachs strategists argue that the global AI investment focus is pivoting away from infrastructure like chips and data centres toward the application layer, where humanoid robots are expected to play a central role. Still, widespread commercial deployment remains a few years off; experts see a realistic timeline between 2027 and 2029 due to the high cost of real-world data collection and the complexity of vision-language-action models.
Ubtech, however, is not waiting. To secure its supply chain and reduce reliance on external semiconductor vendors, the company has formed a joint venture with MetaX and Fenglong called Xixuan Chuangzhi Technology (Wuxi) Co., Ltd. Capitalised at 100 million yuan, the venture will develop specialised edge chips for intelligent robotic systems. The move aligns neatly with China’s national digital plan to achieve 70% semiconductor self-sufficiency by the end of 2025 — a target that underpins the country’s broader ambition to become a technology powerhouse by 2035.
Meanwhile, competition is intensifying. Rival Unitree Robotics is preparing to list on Shanghai’s STAR Market, with its IPO review scheduled for early June 2026. But recent filings reveal a sharp profit decline: Unitree’s non-GAAP net profit fell 52.55% in the first quarter of 2026 compared to a year earlier, and the company has trimmed its valuation expectations. Unlike Unitree, which also sells lower-cost consumer models like the G1, Ubtech maintains a focus on premium industrial applications — a strategy that may justify a valuation premium in a sector where Asian robot stocks trade at a median price-to-earnings ratio of 22, a 21% discount to their US peers.
Despite the strong operational performance, Ubtech’s equity has struggled. The stock currently trades at €11.34, some 33% below its 52-week high of €16.95 and down nearly 22% since the start of the year. The Relative Strength Index sits at 44.3, indicating neither a buy signal nor an extreme oversold condition. The market appears to be waiting for proof that the revenue growth can translate into sustainable profit — a milestone Ubtech has not yet reached, but is moving toward faster than many expected.
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