优必选科技作为首家上市的人形机器人制造商，在2025世界机器人大会上惊艳亮相，发布了五款涵盖工业、商用及科研领域的人形机器人。其中，Walker S2以其全球首创的自主电池更换能力备受瞩目，可在约三分钟内完成换电，实现24/7不间断运行。该机器人身高1.76米，拥有52个自由度，可执行高难度动作并以2米/秒的速度行走。此外，优必选还展示了适用于工厂和导览的Cruzr S2，以及第五代灵巧机械手。公司在商业化方面已与比亚迪、吉利等车企达成合作，并获得了9051万元的商用人形机器人大单，营收增长强劲，预示着人形机器人正加速进入大规模商业应用阶段。

🌟 优必选科技在2025世界机器人大会上发布了五款新型人形机器人，全面覆盖工业、商用及科研应用，展示了其在人形机器人领域的强大研发实力和市场布局。

🚀 Walker S2是本次发布会的亮点，作为全球首款具备自主电池更换能力的人形机器人，它能够实现24/7不间断工作，通过约三分钟的快速换电，极大地提升了机器人的续航和可用性，标志着人形机器人进入了新的应用阶段。

💡 Walker S2在性能上表现出色，身高1.76米，拥有52个自由度和工业级灵巧手，搭载优必选自研的Brain Network 2.0和Co-Agent AI平台，具备国内首创的端到端双目立体视觉系统，能够进行高难度动作，如大幅度下蹲，并以高达2米/秒的速度行走，载重能力达15公斤。

🤝 优必选在商业化落地方面取得了显著进展，已与比亚迪、吉利、奥迪一汽、东风柳汽等多家知名车企建立合作关系，并获得了9051万元的商用人形机器人采购合同，这是迄今为止最大规模的人形机器人商业订单，显示了市场对优必选产品的强烈认可。

📈 公司营收数据亮眼，2024年财报显示，行业定制机器人营收同比增长126.1%至1.4亿元，消费机器人营收同比增长88.1%至4.77亿元，新品的推出有效驱动了业绩增长。同时，东风柳汽计划部署20台优必选机器人，居巢家居计划年内推出500台并达成万台销售目标，预示着人形机器人的大规模商业化应用即将到来。

AsianFin -- UBTECH Robotics Inc., the first publicly listed humanoid robot maker, drew heavy attention at the 2025 World Robot Conference in Beijing with the debut of five humanoid robots spanning industrial, commercial, and research applications.

From Aug. 8–12, the Shenzhen-based company showcased the Walker S2 — billed as the world’s first humanoid robot capable of autonomous battery swapping — alongside the wheeled humanoid Cruzr S2, the factory-deployed Walker S1, the Walker C “guide ambassador” for the China Pavilion at the Osaka Expo, and the research-grade Tiangong Walker.

Standing 1.76 meters tall with 52 degrees of freedom and industrial-grade dexterous hands, the Walker S2 is powered by UBTECH’s Brain Network 2.0 and Co-Agent AI platform. The robot features China’s first end-to-end binocular stereo vision system and can transport 15-kilogram loads across a 1.8-meter range, perform human-like movements such as extreme squats, and walk at up to 2 meters per second. The S2’s autonomous battery-swap system enables continuous 24/7 operation, completing the process in about three minutes.

The Cruzr S2, equipped with visual-laser fusion navigation, is designed for tasks from factory assembly and logistics to guided tours. Networked via Brain Network 2.0, multiple Cruzr and Walker S2 units can collaborate with UBTECH’s other mobile platforms for integrated workflows in manufacturing and logistics.

UBTECH also introduced its fifth-generation dexterous robotic hand, which has 19 active degrees of freedom, weighs under 1.2 kilograms, and can grip loads up to 10 kilograms.

On the commercialization front, UBTECH has partnerships with major automakers including BYD, Geely, Audi FAW, and Dongfeng Liuzhou Motor. The company has reported winning a 90.51 million yuan procurement contract from Miyi Automotive Technology — described by industry watchers as the largest commercial humanoid robot deal to date.

According to its 2024 earnings report, UBTECH’s industry-customized robotics revenue surged 126.1% to 140 million yuan, while consumer robotics revenue jumped 88.1% to 477 million yuan, driven by new product launches. In 2025, Dongfeng Liuzhou Motor plans to deploy 20 UBTECH humanoid robots, while home furnishing retailer Juran Zhijia aims to roll out 500 units by year-end and sell 10,000 during the partnership.

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