Shenzhen is now home to a major robotics milestone as UBTECH Robotics confirmed that hundreds of its Walker S2 humanoid robots have been shipped to active industrial facilities.
The move answers the key questions of what happened, where it happened, who is involved, why it matters, and when the rollout began. UBTECH stated that production increased in mid-November, and the first batch has already reached partners who need more workers on assembly lines.
The company is positioning this as the first large-scale delivery of humanoids built to resemble and move like humans.
Strong demand drives major orders across China
The robotics company is receiving heavy interest from groups that want to automate tasks that normally require people who are on their feet all day. It secured 800 million yuan in orders this year, which is about 113 million dollars. These deals range from specialized installations to major full-scale deployments.
A standout order in September was 250 million yuan from a well-known Chinese firm that wanted an advanced robot system. Another major customer in Sichuan agreed to pay 159 million yuan.
As reported by the South China Morning Post, a project in Guangxi committed 126 million yuan, and Miee Auto in Hubei pledged over 100 million yuan. UBTECH plans to send out 500 Walkers by the end of December and says it is on track to meet that target.
Automakers are a major force behind the growing demand. BYD, Geely Auto, FAW Volkswagen, and Dongfeng Liuzhou Motor have all signed on. Foxconn is also adding robots to support logistics work.
These organizations want stable 24-hour operations without constant oversight. Early tests show that the robots are performing well in factories and warehouses instead of controlled labs.
Battery swapping system gives Walker S2 an edge
The company believes its battery system is the strongest feature of the Walker S2. The robot can remove and replace its own power pack within minutes and does not need any human assistance to do so. This reduces downtime and supports long shifts that involve constant walking and lifting.
The Walker S2 has been available for industrial buyers since July. It was designed to be tall and sturdy with joints that move like those of a person. These joints can manage heavy items while maintaining precise finger control.
Recent tours of the firm’s facility showed that humanoids now represent 30 percent of the company’s sales, which is a strong rise from 10 percent last year. UBTECH says this proves that demand is growing because of real-world needs rather than short-term excitement.
Financial growth strengthens investor support
UBTECH reported that revenue in the first half of 2025 reached 621 million yuan. That is a 27.5 percent increase from the previous year. Gross profit grew to 217 million yuan, which is a rise of 17.3 percent. Losses narrowed by 18.5 percent to 440 million yuan. The company says it is improving its cost structure while expanding factory output.
The market reacted in a big way. The company’s stock price climbed more than 150 percent this year to 133 Hong Kong dollars. Analysts remain confident as Citi and JPMorgan still list the stock as a buy and expect the price to climb above 170 Hong Kong dollars.
It became the first robotics company to trade on the Hong Kong exchange in 2023, and its recent progress suggests that it is strengthening its lead in the robotics race.