CIUBTEC@EC2609B

Ubtech Launches Thinker cosmos Developer Community

State Grid Plans to Purchase About 8,500 Embodied Intelligence Devices

UBTECH Fully Holds the Establishment of UBTECH City Technology Co., Ltd

AI Giant UBTech Proposes Share Repurchase and Capital Reduction at Annual General Meeting

2026 Beijing Yizhuang Humanoid Robot Half Marathon Showcases Significant Technological Progress

UBTECH's Humanoid Robot WalkerS2 Enters European Retail Logistics

UBTech's Humanoid Robots Deployed in European Logistics Centers

Ubtech's Cognitive Function Assessment Software Secures Medical Device Registration

Guotai Junan Securities Raises UBTek's Target Price to 184.77 Yuan

UBTech Recruits Chief Scientist with $15 Million Annual Salary Despite Ongoing Losses

UBTECH Revenue Grew by 53.3% in 2025, Humanoid Robots Business Becomes Core Growth Driver

AYI Reports Reduced Net Loss, Stock Price Rises

UBTech Seeks Global Recruitment for Embodied Intelligence Chief Scientist

BofA Securities Raises UBTECH's Performance Forecast and Target Price

Citi Raises UBTECH's Target Price and Upgrades 2026 Revenue Forecast

Aigestech Predicts High Margins in 2026

Hai Gang Embodied Intelligence (Qinhuangdao) Data Co., Ltd. established with holdings from UBTECH subsidiary

YoboSing Reports Narrowed Losses and Significant Revenue Growth

UBTECH ROBOTICS released FY2025 9 Months earnings on March 31 (BJT), actual revenue HKD 1.427 B, actual EPS HKD -1.3571

UBTECH ROBOTICS released FY2025 Q3 earnings on March 31, 2026 (BJT), with actual revenue of HKD 754.03 M and EPS of HKD -0.3375

REACH NEW HLDGS

MS GROUP HLDGS

LIFE CONCEPTS

HINSANG GROUP

NEW GONOW RV

NU ENVIRO

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XL2CSOPSMSN

HUISHENG INTL

CWT INT'L

机器人50

09880

300024

China's humanoid robotics sector is experiencing a boom, with significant funding and a surge in deliveries expected to double to 28,000 units this year. Companies like Unitree and UBTech are exploring diverse revenue streams, but profitability remains a challenge. Unitree reported a profit with a simple sales model, while UBTech aims to break even within two years despite losses. The State Grid Corporation plans to invest heavily in robot procurement. Agibot, a new player, is diversifying its offerings and generating substantial revenue through data collection and leasing services.

SCMP

UBTECH ROBOTICS

SIASUN

Hype or real: China’s robot boom faces reality check as commercialisation lags

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JPMorgan's research report highlights a pivotal moment in the humanoid robotics industry, shifting from proof of concept to scaled deployment. The bank identifies key players like Leader Harmonious Drive Systems, Sanhua Intelligent Controls, Minth Group, Hengli Hydraulic, UBTECH, and Hyundai Motor as poised for growth. It notes Tesla's efforts to compete with Chinese firms and Boston Dynamics, emphasizing Hyundai's investments in robotics and AI. The report stresses that commercialization hinges on deployment readiness, with expectations for accelerated pilot projects by 2026.

AASTOCKS News

GraniteShares 1.25 Long TSLA Daily ETF

Leverage Shares 2X Long TSLA Daily ETF

Themes Humanoid Robotics ETF

GraniteShares 2x Long TSLA Daily ETF

KraneSharesGlHmndRbtc&PhysclAiIdxETF

Roundhill Humanoid Robotics ETF

ROBO Global Robotics

Global X Robotics & Artificial

JPMorgan Chase

Leaderdrive

Sanhua

MINTH GROUP

JSHL

Tesla

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

SANHUA

MINTH GROUP-2K

JPM: Global Humanoid Robot Race Accelerates, UBTECH  and Others Poised to Capture Growth

The Chinese embodied intelligence sector is experiencing fierce competition for talent, leading companies to offer high salaries. Entry-level algorithm engineers earn around CNY30,000 monthly, while senior engineers can make CNY1,000,000 annually. Companies like Ubtech Robotics are offering salaries up to CNY124 million for top positions. Despite high pay, firms struggle to find qualified candidates due to a mismatch in supply and demand. Many job seekers come from tech backgrounds, and companies are partnering with universities to address the talent shortage in this emerging field.

Yicai

ByteDance

Chinese Embodied AI Firms Offer Sky-High Salaries to Draw Top Talent

Ubtech Robotics (SEHK:9880) has proposed a share repurchase and capital reduction at its AGM on May 7, 2026, which includes cancelling repurchased shares and revising its Articles of Association. The current share price is HK$111.4, with a recent 30-day return of 12.53%, but a 90-day decline of 23.17%. The company is trading at a high Price-to-Sales ratio of 24.4x, significantly above industry averages, indicating potential overvaluation. However, a DCF analysis suggests a fair value of HK$172.24, indicating a possible upside. Investors are encouraged to explore broader robotics opportunities.

Simplywall

A Look At Ubtech Robotics (SEHK:9880) Valuation After Proposed Share Repurchase And Capital Reduction

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Fenglong announced that the tender offer period by Shenzhen UBTECH ROBOTICS expired on April 20, 2026. The number of shares acquired was 28.45 million, accounting for 13.02% of the company's total shares, at an acquisition price of 17.72 yuan per share. As further confirmation of the tender offer results is required, the company's stock will be suspended from the market open on April 21, 2026

Wallstreetcn

Fenglong

Fenglong: Tender Offer Period Expires; Stock Suspended from April 21

The 2026 Beijing Yizhuang Half Marathon and the Humanoid Robot Half Marathon will be held on April 19. Participating robots have shown significant capability improvements, with notable enhancements in running speed and 'route recognition' abilities. More than two-thirds of the 'autonomous run' teams are equipped with Beidou spatiotemporal intelligent kits, whereas most robots in the inaugural 2025 event relied on remote control. This year, more teams have chosen to compete using autonomous navigation

Beidou Spatiotemporal Intelligent Equipment Enables Humanoid Robots to 'Run Autonomously'

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Alibaba released the "World Model" Happy Oyster, which can instantly construct interactive 3D digital worlds. The ABot-PhysWorld model from Amap performs excellently in complex physical scenarios. Investors can pay attention to Alibaba's call warrants and put warrants. UBTECH ROBOTICS is collaborating with Terra Robotics to advance the application of humanoid robots in Europe, with stock prices having risen nearly 30%. Investors should be cautious about the risks of structured products

𣾀豐輪證點評

KraneShares 2x Long BABA Daily ETF

BABA 2x Long Daily ETF - GraniteShares

YieldMax BABA Option Income Strategy ETF

BABA-W

Alibaba

Alibaba releases world model, two-handed preparation can pay attention to Alibaba buy 27431/sell 26071

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Reuters

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GEELY AUTO-R

GEELY AUTOMOBILE HOLDINGS LIMITED SPON ADS EACH REP 20 ORD

Geely Auto

KUAISHOU-WR

Singapore Exchange Will Introduce Three New Hong Kong-Listed Singapore Depository Receipts

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At the 2026 Chinese Humanoid Robot Ecosystem Conference, Zhao Jie, Director of the Robotics Research Institute at Harbin Institute of Technology, pointed out that dual-arm humanoid skill operation capability is the core technology determining humanoid robot deployment, far surpassing bipedal walking functions

ONEROBOTICS

HORIZONROBOT-W

Harbin Institute of Technology's Zhao Jie: Dual-Arm Humanoid Skill Operation Capability Is the Core Technology Determining Humanoid Robot Deployment

InnoEX and the Hong Kong Electronics Fair (Spring Edition) successfully attracted over 88,000 global buyers from 155 countries, showcasing innovations in AI, robotics, and smart living electronics. The events, organized by the HKTDC and the Hong Kong SAR Government, highlighted Hong Kong's role as a bridge for international business, particularly for Chinese Mainland enterprises. Notable exhibitors included UBTECH and Huawei, with significant interest from global markets. The exhibitions aligned with China's innovation policies and featured over 100 robots at RoboPark, enhancing cross-industry collaboration and technology exchange.

Asian Corporate Newswire

InnoEX and Electronics Fair (Spring Edition) attract over 88,000 global buyers

CIUBTEC@EC2609B(28191.HK)