UBTECH opened more than 13% higher this morning. Last year, the revenue from full-size humanoid intelligent robots increased by 22 times year-over-year.

SadMoneyMeow · 2026-04-01T03:32:34+00:00

UBTECH (09880) shares surged over 14% intraday, currently up 13.29%, trading at HKD 96.75. The 2025 performance shows the company's operating revenue reached 2.001 billion yuan, a year-on-year increase of 53.3%, with gross profit margin rising to 37.7%. Full-size embodied intelligent humanoid robots have become the main source of revenue, amounting to 820 million yuan, a year-on-year increase of 2203.7%. R&D investment exceeded 500 million yuan, mainly focused on embodied intelligence.

SadMoneyMeow

2026-04-01 03:32:34

Abstract generation in progress

UBTECH Robotics (09880) is up more than 14% during trading. As of the time of this release, the stock price is up 13.29%, currently at HK$96.75, with turnover of HK$935 million.

UBTECH Robotics released its 2025 performance. The company reported revenue of RMB 2.001 billion, up 53.3% year over year. Gross margin rose by 9 percentage points from 28.7% in 2024 to 37.7% in 2025. Gross profit increased from RMB 374 million to RMB 754 million. Notably, the full-size embodied AI humanoid robot (not remote-controlled, not a toy, height above 160cm) became the company’s largest revenue source, with revenue of RMB 820 million, up 2203.7%; unit sales reached 1,079 units, up 35,866.7%.

The company’s R&D investment exceeded RMB 500 million, accounting for 25.4% of revenue. Of that, R&D spending on full-size embodied AI humanoid robots exceeded RMB 270 million. Over the past four years, UBTECH Robotics’ cumulative R&D investment has reached RMB 1.9 billion. UBTECH Robotics also disclosed that the company’s monetary funds total RMB 4.92 billion, which will be mainly used to invest in embodied intelligence.

(Editor: Liu Chang ）

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