UBTech surges in leaps and bounds as humanoid robot sales jump 23-fold
SCMP Tech / 4/1/2026
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Key Points
- UBTech is reporting a sharp jump in humanoid robot sales, with figures described as increasing 23-fold as demand starts translating into real orders.
- The article frames this growth as evidence that “embodied intelligence” is moving beyond demonstrations and into scaled commercial production.
- It highlights that Chinese robotics companies are scaling manufacturing capacity, supporting the transition from pilot programs to higher-volume deployments.
- The development is positioned as an early market signal that humanoid robotics may be entering a faster growth phase driven by production scale rather than just technical progress.
Shares of Hong Kong-listed UBTech jumped after the robotics firm reported a surge in 2025 revenue, driven by an explosive 23-fold rise in humanoid robot sales as China’s robotics sector moves into large-scale production.
Revenue from full-size embodied intelligent humanoid robots and related services reached 820 million yuan (US$119 million) last year, making it UBTech’s largest business line.
That marked a 2,203 per cent increase from a low base of 35.6 million yuan in 2024, according to...
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