UBTECH Robotics jumps 6% as humanoid robot pre-orders top 2,110 units

UBTECH Robotics' humanoid robot drew 2,110 pre-orders in six days, sending its stock to a session high of HKD121.3.

UBTECH Robotics' UWORLD Super Bionic Humanoid Robot secured 2,110 pre-orders within six days of opening orders, sending shares of the Shenzhen-based company up 5.98% to HKD116.9 on Monday.

"The UWORLD Super Bionic Humanoid Robot will be officially launched on June 30, with aggregate pre-orders exceeding 2,110 units within six days of launch," UBTECH Robotics said in a statement.

The stock opened flat before climbing to an intraday peak of HKD121.3. Turnover reached 18.7 million shares valued at HKD2.18 billion, with short selling accounting for HKD205.4 million, or 11.5% of total turnover.

The 2,110-unit pre-order count offers one of the first public demand benchmarks for humanoid robots beyond the prototype phase, a segment where Tesla, Figure AI and others are racing to bring bipedal machines to factories and warehouses. UBTECH's June 30 launch will test whether the company can convert reservations into deliveries at scale.

UBTECH, known for its educational robotics kits and AI-powered humanoid research platforms, is targeting the UWORLD at general-purpose industrial tasks in manufacturing, logistics and service environments. The company has not disclosed the unit price or total order value, though comparable humanoid robots from competitors carry price tags ranging from tens of thousands of dollars to more than $100,000 per unit depending on configuration, according to published industry estimates.

The pre-order figure provides a rare quantified data point in an industry where most demand projections remain speculative. Tesla's Optimus robot, first shown in 2022, has not disclosed public pre-order data, while Figure AI began testing its Figure 02 humanoid in BMW manufacturing facilities last year after raising $675 million in a February 2024 funding round at a $2.6 billion valuation, according to the company's public disclosures.

UBTECH's next milestone is the June 30 launch, when the first units are scheduled to ship to customers. The stock's surge on Monday suggests investors view the pre-order milestone as evidence of commercial demand for humanoid robots, though the company must still demonstrate it can manufacture and deliver the UWORLD at scale.

This article is for informational purposes only and does not constitute investment advice.