Humanoid Robot Concept Stocks Watch | UBTECH ROBOTICS (09880.HK) down 4.64%, partners with FAW-Volkswagen on humanoid robot logistics deployment

NewTimeSpace News, on 8 October 2026, humanoid robot shares traded with a correction while UBTECH ROBOTICS (09880.HK) weakened. As of 13:20, the company quoted HKD 70.950, down 4.64%.

On the news front, on 8 October 2026, UBTECH ROBOTICS (09880.HK) announced a strategic cooperation with FAW-Volkswagen Automotive Co., Ltd. Under the cooperation, the two parties will jointly develop and test application scenarios for embodied intelligence robots in the logistics field and build demonstration application scenarios in parallel, advancing the deployment of humanoid robots in intelligent manufacturing and the promotion of related solutions. The two parties already have a basis for cooperation in industrial scenarios: in July 2024, UBTECH and FAW-Volkswagen explored industrial applications of humanoid robots at FAW-Volkswagen's national-level intelligent manufacturing demonstration factory in Qingdao, where FAW-Volkswagen opened up production line scenarios and introduced the industrial humanoid robot Walker S for tasks such as bolt tightening, parts installation and parts transfer, and its Walker S Lite has also carried out vehicle quality inspection training at the same factory. UBTECH said it has built four core technology clusters - embodied brain, human-like cerebellum, high-performance body and swarm intelligence - and within the embodied brain it has established a fully self-developed technology system spanning "foundation model - world model - action model", giving robots complete embodied intelligence capabilities to understand the world, predict the world and decide and act.

In addition, on 7 October 2026, media reports said NVIDIA is discussing an additional investment of USD 1 billion in humanoid robot maker Figure, at a pre-money valuation of about USD 38 billion for Figure's current funding round. According to the reports, NVIDIA had already participated in Figure's Series C round and provides training and deployment hardware support for the company's self-developed Helix model; NVIDIA frames the partnership as a "robot flywheel", in which models are trained on NVIDIA Vera Rubin chips, validated on the Isaac Sim simulation platform, and finally deployed on NVIDIA GPUs inside the robots.

CHANGJIANG SECURITIES believes that, as dexterous hand yields gradually improve, Tesla's Optimus body production capacity will ramp up rapidly in October and reach an inflection point for mass production, with weekly output expected to rise to more than 1,000 units around November; rising body output will underpin supplier order momentum, with suppliers currently in a state of shortage and expanding capacity simultaneously at domestic and overseas bases, and actual deliveries at the end of September already approaching 1,000 units a week. The institution also noted that Tesla has proactively lowered the memory configuration of its self-developed AI chips to secure memory supply for Optimus mass production.

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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