BRIEFINGS · Robotics, autonomous systems and physical AI
UBTECH says humanoid robot revenue rose 1,445% in the first half
UBTECH, a Chinese robot maker, said it sold 921 full-size humanoid robots in six months, lifting that revenue 1,445% to 590 million yuan.
On 28 August 2026 UBTECH, a Chinese robot maker listed in Hong Kong, reported results for the six months to 30 June. Revenue was 1,269.1 million yuan, up 104.2%. Revenue from full-size humanoid robot products and services was 590.3 million yuan, up 1,445% from 38.2 million, with 921 units sold. The loss narrowed 23% to 338.8 million yuan. One customer accounted for 24% of revenue (UBTECH interim results announcement, 28 August 2026).
Why we file it. Humanoid robots are moving from demos to paid units.
How we read it. These are UBTECH's own unaudited figures, and one customer made up 24% of revenue. Falling humanoid deliveries would change this.
Why it matters to you: robots shaped like people are now being sold by the hundreds.
What this doesn't prove
Company's own unaudited figures. One unnamed customer was 24% of revenue.
Next fixture
- Full-year humanoid deliveries
- Whether customer concentration falls
- Second-half results
Sources
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