UBTech announced a sales contract with a leading domestic AI large model company, with a total amount exceeding 50 million RMB. The product is the world's first self-changing battery industrial humanoid robot, Walker S2, which will be delivered this year. The company also opened robot data interfaces, supporting partners to integrate their own AI large models with the body for deep integration, forming a "embodied intelligence + vertical model + data" closed loop.

Delivery Schedule: Completed within the year, capacity exceeds 300 units/month  

- Delivery Volume: The contract mainly focuses on Walker S2, with batch deliveries throughout the year, and annual cumulative delivery is expected to exceed 500 units  

- Production Line Status: Mass production started in mid-November, with hundreds of units deployed in scenarios such as automotive manufacturing, intelligent manufacturing, smart logistics, and embodied intelligence data centers  

- Capacity: Wuxi factory has a monthly capacity exceeding 300 units, with an annual target of over 500 units in 2025 

Product Highlights: Self-Changing Battery + Co-Agent + Group Collaboration  

- Self-Changing Battery: A globally innovative hot-swap battery system enables 7×24-hour continuous operation without manual intervention during the battery change process  

- Co-Agent Framework: A dedicated intelligent agent is built into a single unit, capable of collaborating with an upper-level AI large model to complete advanced task planning, multimodal perception, and real-time control  

- Group Collaboration: Equipped with Group Brain Network 2.0, it supports task allocation and dynamic scheduling among multiple robots, suitable for flexible production lines and dark factories

Technical Interface: SDK open to large model manufacturers  

- Interface Scope: Basic motion control, multimodal perception, task status, and battery management  

- Cooperation Model: Phased delivery — hardware → SDK → joint optimization → scenario deployment, supporting secondary development and private model deployment by partners  

- Objective: Jointly tackle the integration challenges of "embodied intelligence × complex large model," exploring the application potential of humanoid robots in high-complexity scenarios

Market Significance: "Robot + Large Model" enters the mass production phase  

- Order Rhythm: After the 2.5 billion RMB largest order in September, UBTech added another 50 million RMB contract this year, and the cumulative orders for Walker S2 have approached 400 million RMB  

- Industry Signal: Industrial customers are no longer satisfied with "Demo demonstrations," but instead require mass-produced products that are replicable, scalable, and support OTA updates  

- Capital Side: UBTech received a 1 billion USD strategic credit line from Infini Capital in August, providing resources for capacity expansion and scenario replication

Next Steps: Open Ecosystem and Overseas Expansion  

UBTech stated that in 2025, it will release the "Walker S2 Developer Edition," opening low-level control interfaces to research institutions and ISVs; meanwhile, it is discussing overseas production line replication with German and Japanese automakers, aiming for over 30% of overseas deliveries by 2026. AIbase will continue to track the release of its developer version and the progress of overseas production line implementation.