The only humanoid robot company in China on the list! UBTECH ROBOTICS selected as one of Morgan Stanley's Top 100 Global Humanoid Robot Companies

According to the Zhitong Finance APP, recently, the international investment bank Morgan Stanley released a research report titled "Humanoid Robots 100: Mapping the Value Chain of the Humanoid Robot Industry" (hereinafter referred to as the "Report"), which deeply analyzes the development trends and investment opportunities in the global humanoid robot industry. UBTECH Robotics (stock code: 09880), as the only listed humanoid robot company in China, has become one of the global core targets of focus in the report due to its technological accumulation, product innovation, and market potential.

UBTECH Robotics becomes one of Morgan Stanley's top 100 humanoid robots

The only listed humanoid robot company in China

The report points out that UBTECH is currently one of the listed companies globally that is "closest to the pure humanoid robot concept." Data shows that UBTECH has applied for a total of 59 humanoid robot patents in the United States over the past five years, ranking second globally, only behind Boston Dynamics, far exceeding international giants such as Sony (48 patents) and Google (39 patents). As of the end of June 2024, UBTECH holds over 2,450 patents, of which more than 450 are overseas patents, with nearly 60% being invention patents, making it the global leader in effective humanoid robot patents.

The report shows that UBTECH has applied for

the second highest number of humanoid robot patents globally in the past five years

The application of humanoid robots in the intelligent manufacturing industry has become a new high ground in global technological competition. As one of the earliest companies in China to layout humanoid robots, UBTECH launched the Walker series of humanoid robots in 2018 and released the new generation industrial humanoid robot Walker S1 in 2024, focusing on breakthroughs in industrial scene applications. The report specifically mentions that UBTECH has reached cooperation with companies such as BYD, Dongfeng Liuzhou Motor, and Geely to explore the landing potential of humanoid robots in manufacturing, logistics, and other fields. Focusing on three major scenarios: industrial manufacturing, commercial services, and home companionship, UBTECH has taken the lead in achieving the application of humanoid robots, and is currently the only humanoid robot company globally that has announced cooperation with multiple automotive companies. The Walker S series has also become the industrial humanoid robot that has entered the most automotive training facilities worldwide.

UBTECH ROBOTICS Humanoid Robot Walker S1

Training in factories such as BYD, Lynk & Co, ZEEKR, and Foxconn

Morgan Stanley analysis points out that currently, 73% of the companies involved in the global humanoid robot supply chain are located in Asia, with 56% coming from China. The report predicts that as the supply chain matures and production scales up, the average selling price (ASP) of humanoid robots will decrease by 8% annually, while the core material cost (BOM) will drop by 11%. Therefore, the report gives a highly optimistic outlook for the Chinese humanoid robot market, expecting the market size to reach 12 billion yuan by 2030 and exceed 6 trillion yuan by 2050, with a compound annual growth rate of over 30%. This growth rate is attributed to the acceleration of cost reduction and the release of demand through expanded scenarios.

2025 is destined to be an extraordinary year for Chinese technology. First, the domestically produced AI large model DeepSeek R1 achieved stunning information processing results at a training cost far lower than that of comparable large models. Then, international investment banks conducted in-depth research and made positive predictions about the development trends of the Chinese humanoid robot industry. The generalization process of Chinese humanoid robots will also benefit significantly from the technological breakthroughs of domestically produced AI large models. UBTECH ROBOTICS is currently validating the effectiveness of DeepSeek technology in existing humanoid robot scenarios, such as multimodal human-machine interaction, instruction understanding in complex environments, and task decomposition and planning in industrial scenarios, aiming to leverage the deep thinking capabilities of reasoning large models to address challenges in these complex tasks, bringing humanoid robots closer to human-like thinking and behavioral performance