UBTech surges in leaps and bounds as humanoid robot sales jump 23-fold
Rapid growth in ‘embodied intelligence’ is beginning to translate into real orders as Chinese robotics firms scale production
Shares of Hong Kong-listed UBTech jumped after the robotics firm reported a surge in 2025 revenue, driven by an explosive 23-fold rise in humanoid robot sales as China’s robotics sector moves into large-scale production.
Revenue from full-size embodied intelligent humanoid robots and related services reached 820 million yuan (US$119 million) last year, making it UBTech’s largest business line.
That marked a 2,203 per cent increase from a low base of 35.6 million yuan in 2024, according to earnings released on Tuesday.
The Shenzhen-based company sold 1,079 full-size humanoid robots in 2025, up from just three units a year earlier. Total revenue climbed 53 per cent year on year to 2 billion yuan.
Its shares rose more than 14 per cent on Wednesday morning, hitting HK$97.50 by midday.
UBTech attributed the surge in sales to what it described as the “comprehensive acceleration of large-scale scenario-based applications”, which has enabled it to translate its technology into sizeable commercial orders.
The results offer a rare window into the economics of China’s fast-growing humanoid robotics industry, which is benefiting from global momentum around “embodied intelligence” – the integration of artificial intelligence with physical machines.