Next year's robot production capacity is expected to reach 10,000 units. UBTECH ROBOTICS' Zhou Jian reiterates the commitment to the sales ban

According to Sing Tao Global Network, shortly after announcing the acquisition of Fenglong Co., Ltd. and heating up the robotics sector stocks, UBTECH Robotics founder, chairman, and CEO Zhou Jian gave investors another shot of confidence. On December 29, "the first stock of humanoid robots" UBTECH (9880) announced that Zhou Jian promised not to reduce his personal holdings of 70.57435 million H shares of UBTECH in any form within 12 months starting from December 29, 2025. It is reported that this is Zhou Jian's second voluntary lock-up commitment, reflecting the management's solid confidence in the future development prospects of UBTECH and the industry. Citigroup expects that other core management and major shareholders will follow up with similar statements to ease market concerns about share reductions. In addition, UBTECH, which has frequently secured large orders this year, brought good news to investors: the total orders for UBTECH humanoid robots for the entire year of 2025 have approached 1.4 billion yuan, with over 500 units of the industrial humanoid robot Walker S2 delivered throughout the year, and production capacity exceeding 1,000 units, showing a significant increase compared to last year. The Reality of "Robots Manufacturing Cars" UBTECH stated to Sing Tao that with the Liuzhou Robot Super Smart Factory about to be fully operational, by 2026, UBTECH's humanoid robot production capacity will reach 10,000 units. As UBTECH deepens its cooperation with mainstream car manufacturers such as BYD, Dongfeng Liuzhou Automobile, and Geely, the reality of "robots manufacturing cars" is becoming more tangible, and the continuous rise in order volume makes the strategic layout of an independently controllable industrial chain increasingly critical. Acquiring 43% Stake in A-Share Listed Company Fenglong On December 24, UBTECH announced that it would acquire a 43% stake in A-share listed company Fenglong Co., Ltd. for 1.665 billion yuan through a combination of "agreement transfer + tender offer." After the transaction is completed, UBTECH will become its controlling shareholder. UBTECH stated that this is to "improve the industrial chain layout, strengthen core competitiveness" and "optimize the management and resource allocation of the listed company, enhancing its sustainable operation and profitability." This acquisition action once sparked speculation about UBTECH's backdoor listing on the A-share market. Although UBTECH has stated that it will not pursue a backdoor listing in the next three years and will not undergo restructuring or major business adjustments within a year, it still cannot stop investors from being optimistic about this acquisition. On December 31, Fenglong Co., Ltd. directly hit the daily limit in early trading, with a market value reaching 6.927 billion yuan, having recorded five consecutive daily limit increases. In fact, as one of the earliest "long-term investors" betting on the humanoid robot track in China, UBTECH has long recognized the importance of supply chain independence to support the large-scale production of robots and reduce costs while increasing efficiency. On December 2, 2025, UBTECH announced the completion of a placement that raised a net amount of approximately HKD 3.056 billion, of which 75% of the funds will be used to invest in or acquire upstream and downstream supply chain companies or participate in industry consolidation and establish joint ventures. The Placement Aims to Integrate Upstream and Downstream Supply Chains UBTECH stated to Sing Tao that this placement aims to integrate upstream and downstream supply chains, consolidate and strengthen UBTECH's leading position in the humanoid robot industry chain, thereby enhancing the group's strategic layout in industrial manufacturing application scenarios, seizing the historic opportunity for humanoid robots to land in industrial manufacturing application scenarios, and improving the company's core competitiveness and technological strength Sales revenue and profitability. Starting with the acquisition of Fenglong Co., Ltd., UBTECH ROBOTICS has just begun its grand plan to integrate the core supply chain of robotics. Intern reporter Cao Anxun, Guangzhou report