Humanoid Robot Concept Stocks Watch | UBTECH ROBOTICS (09880.HK) Falls 4.22%, Secures Over RMB 50 Million in Orders from European, Japanese and Korean Markets

NewTimeSpace (newtimespace.com) News, on September 11, 2026, the humanoid robot theme saw a volatile pullback, with UBTECH ROBOTICS (09880.HK) weakening. As of 13:35, the company was quoted at HK$77.200, down 4.22%.

On the news front, UBTECH ROBOTICS has recently signed contracts successively with customers in major overseas markets such as Europe, Japan and South Korea, securing orders totaling more than RMB 50 million, involving products such as the commercial service humanoid robot Walker C1 and the ultra-realistic humanoid robot U-World U1. On September 10, the ultra-realistic humanoid robot "U-World U1" officially entered Galaxy Land in Gangdong District, Seoul, South Korea. The park, developed by Galaxy Corporation, covers an area of about 5,000 pyeong and is an immersive composite cultural space integrating AI and robotics technology.

JPMorgan noted in its latest China factory automation and robotics industry report that MIR data shows overall factory automation sales grew 8% year-on-year, industrial automation edged up 0.2% year-on-year, process automation fell 4% year-on-year, while innovation-driven components maintained double-digit growth, among which AC servo motors grew 25% year-on-year, and overall industrial robot shipments grew 17% year-on-year.

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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