优必选计划在2026年将类人机器人产量提高10倍

UBTech Ramps Up Humanoid Robot Production as Costs Drop Sharply
优必选在成本下降中大幅提升类人机器人产能

UBTech plans to expand humanoid robot output tenfold in 2026 to about 5,000 units, aiming to reach 10,000 by 2027 as scaling cuts production costs by 20–30% annually. The Shenzhen-based company expects unit costs to fall below US$20,000 between 2027 and 2030. UBTech is set to deliver 500 industrial robots this year, up from just 10 last year, with demand far exceeding supply. Over 90% of components are made in China, and the quality of local precision parts is rapidly improving thanks to the country’s strong EV supply chain. UBTech has secured over 800 million yuan (US$112 million) in orders for its Walker S2 humanoid, which features a self-replacing battery. Its robots have been tested in major factories such as BYD, Geely, FAW-Volkswagen and Foxconn, helping accelerate its embodied-AI capabilities.
优必选计划在2026年将类人机器人产量提高10倍至约5,000台，并在2027年达到1万台，依靠规模效应将生产成本每年下降20–30%。公司预计单机成本在2027至2030年降至2万美元以下。今年将交付500台工业机器人，远高于去年的10台，市场需求已超出现有产能。超过90%的零部件实现国产化，受益于中国强大的新能源车供应链，本地精密部件质量快速提升。优必选已获得8亿元人民币订单，其Walker S2具备可自动换电功能。其机器人已在比亚迪、吉利、一汽-大众和富士康等工厂测试，加速其具身智能能力发展。

深圳优必选公司的人形机器人 Walker S2