UBTECH revenue surges as humanoid robots become core growth driver

The latest update is out from UBTECH ROBOTICS CORP LTD Class H ( (HK:9880) ).

UBTECH ROBOTICS reported a 53.3% jump in 2025 revenue to RMB2,001.0 million, driven by explosive 2,203.7% growth in full-size embodied intelligent humanoid robot products and services, which surged to RMB820.6 million and became its largest revenue source. Gross profit doubled to RMB753.8 million and margin widened to 37.7%, while the net loss narrowed to RMB789.8 million, signaling improving scale and economics despite the company remaining loss-making.

Operationally, UBTECH accelerated R&D and commercialization of its industrial Walker S humanoid robots, with the Walker S2 series entering mass production and large-scale deployment. The company advanced core technologies such as its “humanoid brain” and BrainNet 2.0 system for multi-robot collaboration, and strengthened its industry influence by leading the formulation of multiple national standards for humanoid robots and embodied intelligence in China, reinforcing its role as a key standard-setter and technology leader.

The most recent analyst rating on (HK:9880) stock is a Sell with a HK$135.00 price target. To see the full list of analyst forecasts on UBTECH ROBOTICS CORP LTD Class H stock, see the HK:9880 Stock Forecast page.

More about UBTECH ROBOTICS CORP LTD Class H

UBTECH ROBOTICS CORP LTD is a China-based robotics company focused on embodied intelligent humanoid robots and related AI technologies. The group develops industrial humanoid platforms such as its Walker S series, integrating large language models, generative AI and embodied intelligence to serve real-world industrial applications and multi-tasking environments.

Average Trading Volume: 7,120,221

Technical Sentiment Signal: Sell

Current Market Cap: HK$44.15B

For a thorough assessment of 9880 stock, go to TipRanks’ Stock Analysis page.