---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/41751475.md"
description: "If the embodied robots from East University have a future, that future should lie with Ubtech. Companies like Unitree are actually star companies that have chosen a clever path. Companies like Yunji have found a niche market at the application level. So the one really fighting the tough battle is actually Ubtech.A declaration: researching companies and industry chains is my personal hobby. I haven't asked anyone to buy. If you only care about money, unfollow immediately. To be blunt, I'm not here to make money at all, or rather, profit is not my main purpose. Sometimes, if you make money from what I talk about, that's your business. Every day, people ask if they can buy, not buy, or buy—don't @ me. 🛌$UBTECH ROBOTICS(09880.HK)"
datetime: "2026-06-12T03:20:01.000Z"
locales:
  - [en](https://longbridge.com/en/topics/41751475.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/41751475.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/41751475.md)
author: "[奇迹的交易员cola](https://longbridge.com/en/profiles/10743314.md)"
---

# If the embodied robots from East University have a…


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- [09880.HK](https://longbridge.com/en/quote/09880.HK.md)
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## Comments (31)

- **利弗莫尔和我 · 2026-07-10T08:45:22.000Z · 👍 1**: The toughest to fight a hard battle is actually Ubtech. The earliest fcj came from Japan to work on the actuator route, and later developed new joint modules. The hardware technology system is actually quite chaotic; it's also difficult to land in real scenarios. Some factory projects for car manufa
- **先赚100万美金 · 2026-07-01T01:00:03.000Z**: Zhiyuan Robot 🤪
- **新用户_CaLviN · 2026-06-30T08:50:47.000Z**: Could you elaborate on that?
- **巴菲深 · 2026-06-12T19:08:45.000Z**: Robots must be developed by automakers.
- **恶灵骑士226 · 2026-06-12T09:21:27.000Z**: Is that so? The training process for humanoid robots is similar to autonomous driving. On the contrary, I think domestic automotive companies that are leading in intelligent driving are more likely to succeed in making humanoid robots, such as XPeng. Internationally, of course, it's Tesla. At the sa
- **吉姆哈克的交易员 · 2026-06-12T08:57:17.000Z · 👍 2**: A bold statement: Embodied AI worldwide is a scam.Or to put it this way, robots represent good progress, but embodied AI is a pure scam. In terms of long-horizon tasks, currently zero intelligent agents can complete truly "autonomous" long-horizon tasks.Being able to move, being able to comp
  - **吉姆哈克的交易员** (2026-06-12T09:00:08.000Z): Embodied intelligence is not as smart as a sex doll 🤣
- **草样年华k · 2026-06-12T05:11:49.000Z · 👍 3**: Why insist on looking for water sources in the desert? I don't get it. In the future, the main battlefield for physical AI at East University will still be the underlying supply chain; I can't see a future for physical AI end-user applications.
  - **奇迹的交易员cola** (2026-06-12T05:15:34.000Z): I'm just researching the industrial chains of various countries. Since I'm in the manufacturing business myself, my focus might be a bit different; personally, I'm not studying these things with the a
- **帆的理想乡 · 2026-06-12T04:53:48.000Z · 👍 1**: Looking forward to Cola Bro talking about robots. Also, what does Cola Bro think of robot component suppliers like Sanhua, Tuopu, and Lvdi Harmonic?
- **qwq · 2026-06-12T04:31:06.000Z · 👍 1**: @AngerBird Teacher has the right to speak
  - **奇迹的交易员cola** (2026-06-12T05:03:18.000Z): Psy should have conducted on-site inspections.
- **忌贪忌躁忌赌落袋为安 · 2026-06-12T04:05:26.000Z · 👍 2**: First of all, thank you for cola's analysis.Studying an industry and deciding whether to buy are two different logics. The former is value analysis, the latter is driven by price/policy.For example, the companies recommended in cola's article. If they are US companies, I might add them to my analysi
- **一发入魂 · 2026-06-12T03:52:07.000Z · 👍 3**: UBTech, cola's premium selection🤪, but as long as you don't buy, there's no need to worry🤪
- **一时≠一世 · 2026-06-12T03:47:47.000Z**: Bro? Isn't this a losing stock? Help me take a look at Wanxiang Qianchao and Vanadium Titanium Co., Ltd. 😛
- **youthbye · 2026-06-12T03:35:52.000Z · 👍 5**: Once it grows big and strong in the future, a single antitrust regulation could render it useless, with the State-owned Assets Supervision and Administration Commission stepping in.
  - **奇迹的交易员cola** (2026-06-12T03:36:42.000Z): I just reached a conclusion through research, but I'm not buying, because I've really considered these risks.
- **AI应用救我一下啊 · 2026-06-12T03:31:16.000Z**: So can you help me? 😂
  - **奇迹的交易员cola** (2026-06-12T03:32:00.000Z): Can't.
- **沅芷君 · 2026-06-12T03:27:57.000Z · 👍 1**: Wo'an robot
  - **奇迹的交易员cola** (2026-06-12T03:29:32.000Z): The track is not quite the same.
- **add · 2026-06-12T03:25:33.000Z**: Got it, all in.
  - **奇迹的交易员cola** (2026-06-12T03:25:47.000Z): Not buying
  - **add** (2026-06-12T03:27:46.000Z): Not buying? I want to change my family's destiny.
  - **你还年轻，三千万不够** (2026-06-12T04:04:43.000Z): Don't say that asts going all in on 618 yesterday can really change things
- **只是个韭菜啊 · 2026-06-12T03:23:12.000Z · 👍 9**: Just one sentence, 'Grandpa, I want it,' and years of work at the company are wasted.🌚
- **幸运币 · 2026-06-12T03:22:49.000Z · 👍 2**: 🌚Really?
- **大鹅最没有纪律 · 2026-06-12T03:21:47.000Z · 👍 5**: No one forced me, I wouldn't have bought it otherwise.
  - **大鹅最没有纪律** (2026-06-12T03:35:22.000Z): Does no one understand the pun?
  - **奇迹的交易员cola** (2026-06-12T03:43:06.000Z): Can you even drive on this broken road? 🤣