Humanoid Robot Concept Stocks Watch | Mass Production Volume of Full-Size Bionic Humanoid Robots Expected to Reach 10,000 Units; UBTECH (09880.HK) Fluctuates and Edges Lower

NewTimeSpace (newtimespace.com) News:On June 24, 2026, the humanoid robot sector fluctuated and weakened. UBTECH (09880.HK) fluctuated downward, with the company's share price quoted at HK$97.950, edging down by 0.05% as of 13:09 PM.

On the news front, the 4th China International Supply Chain Promotion Expo recently opened officially in Beijing. At the brand opening ceremony of the "CISCE Debut Station" during the event, UBTECH officially released its next-generation embodied intelligent humanoid robot, Walker C1, tailored for commercial service scenarios, demonstrating its latest explorations in commercial service contexts. UBTECH's Chief Brand Officer stated to the public that the production scale of the company's upcoming "UWorld" full-size bionic humanoid robot product is expected to reach 10,000 units this year.

Morgan Stanley pointed out in its latest report that the third quarter of 2026 will serve as an intensive catalyst window for the humanoid robot industry. This includes events such as the World Artificial Intelligence Conference (WAIC), the World Robot Conference (WRC), and the World Humanoid Robot Games, alongside Tesla's humanoid robot mass production progress. Concurrently, the IPO processes of several humanoid robot OEMs, such as Unitree Robotics, will also provide sustained market attention for the sector.

UBTECH ROBOTICS (09880.HK) Focuses on humanoid robot complete machine R&D, full-stack motion control algorithms, and commercial deployment across industrial and logistics scenarios. Its core product, the Walker S series humanoid robot, has deeply integrated into the final assembly lines of multiple leading NEV manufacturers, executing on-site operations such as the flexible handling of automotive components, precision assembly, and intelligent quality inspection. The company pioneers the leap from laboratory prototypes to real-world industrial automation and mass production applications, holding immense technological scarcity and a definitive premium as a pure-play robotics asset.

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