Humanoid Robot Concept Stock Observation | UBTECH ROBOTICS (09880.HK) fluctuates lower, down 3.50%; H1 2026 humanoid robot sales exceed 900 units

NewTimeSpace (newtimespace.com) News, on September 2, 2026, the robot theme opened lower and traded sideways, with UBTECH ROBOTICS (09880.HK) continuing to weaken. As of 13:20, the company was quoted at HKD 78.650, down 3.50%.

On the news front, the recently disclosed interim report showed that UBTECH ROBOTICS' revenue from full-size embodied-intelligence humanoid robot products and solutions rose to RMB 590 million, surging 1,445.0% year-on-year. The share of this segment's revenue in total revenue jumped directly from 6.1% in the same period last year to 46.5%, replacing other businesses to become the company's largest primary business and core growth engine. In terms of deliveries, full-size embodied-intelligence humanoid robots achieved sales of 921 units in the first half.

CGS noted that embodied intelligence is upgrading toward "one brain, multiple forms / multiple machines," with key technologies such as tactile sensing and electronic skin achieving concentrated breakthroughs and the industry chain becoming increasingly complete; mainstream automakers including Xiaomi and BYD have already carried out deployment verification on actual production lines, covering scenarios such as material handling and loading/unloading operations; domestic humanoid robot batch deployment is accelerating, with first-half shipments accounting for 97% of the global total, and the industry has entered a stage of scaled implementation.

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.

NewTimeSpace Disclaimer: All content herein is the original work of NewTimeSpace. Any reproduction, reprinting, or use of this content in any other manner must clearly indicate the source as "NewTimeSpace". NewTimeSpace and its authorized third-party information providers strive to ensure the accuracy and reliability of the data, but do not guarantee the absolute correctness thereof. This content is for reference only and does not constitute any investment advice. All transaction risks shall be borne by the user.