Humanoid Robot Concept Stocks Watch | UBTECH (09880.HK) Continues to Decline, 990,000 RMB Robot's Battery Life Sparks Controversy

NewTimeSpace (newtimespace.com) reported that on July 8, 2026, the humanoid robot theme continued to weaken. UBTECH (09880.HK) extended its decline, with the stock quoted at HKD 89.100 as of 13:20, down 4.55%.

On the news front, UBTECH recently officially launched the UWorld full‑size ultra‑bionic humanoid robot U1 series, which includes three models: the half‑body version U1 Lite, the high‑spec full‑body version U1 Pro, and the high‑dynamic full‑body version U1 Ultra, priced at RMB 119,800, RMB 169,800, and RMB 880,000 to 990,000 respectively. Following the product launch, many netizens expressed concerns over the robot's battery life, pricing, and ethical issues.

In addition, the topic "990,000 RMB robot companion's battery life can't last one night" sparked heated discussions, directly referring to the full‑size ultra‑bionic humanoid robot recently released by UBTECH.

Wanlian Securities believes that the humanoid robot industry is currently at a dawn moment, transitioning from technological breakthroughs to large‑scale commercialization. On the supply side, Tesla, Unitree Technology, Zhiyuan Robotics, and UBTECH are steadily advancing their mass‑production schedules; on the demand side, population aging and rising labor costs are forming long‑term drivers. At the same time, with policy and capital joining forces, AI large models continue to infuse "souls" into robots. Humanoid robots are expected to form a new industry, gradually moving from the B2B to the B2C space, with broad market potential ahead. The year 2026 is a critical window for mass‑production validation and scenario deployment.

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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