UBTECH ROBOTICS Signs Contract for Humanoid Robot Supply with A-Shr Automaker; Walker Series Achieves Approximately RMB500M in Total Orders
Written by Emily J. Thompson, Senior Investment Analyst
Source: aastocks
Updated: Oct 16 20250mins
Contract Signing: UBTECH ROBOTICS signed a humanoid robot procurement contract with a leading A-share automotive technology company, valued at over RMB32 million, primarily for the Walker S2 model, with delivery expected by 2025.
Sales Milestone: This new order adds to UBTECH's significant sales, bringing the total contracts for their Walker series humanoid robots to nearly RMB500 million, following a major order received in September.
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Analyst Views on 09880
Wall Street analysts forecast 09880 stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for 09880 is USD with a low forecast of USD and a high forecast of USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
0 Analyst Rating
0 Buy
0 Hold
0 Sell
Current: 111.500
Low
Averages
High
Current: 111.500
Low
Averages
High
Citi
Buy
maintain
$170 -> $155
2025-11-27
Reason
Citi
Price Target
$170 -> $155
2025-11-27
maintain
Buy
Reason
Citi maintained its Buy rating on UBTECH ROBOTICS due to the company's first-mover advantage in the humanoid robot market. Despite lowering the target price from HKD170 to HKD155 and acknowledging a dilution effect from a recent share placement, Citi's earnings forecast for UBTECH remained unchanged. The company is also increasing its delivery volume of the Walker S series, which aligns with Citi's projections, indicating positive growth potential.
JPMorgan
JP Morgan
maintain
$178 -> $154
2025-11-27
Reason
JPMorgan
JP Morgan
Price Target
$178 -> $154
2025-11-27
maintain
Reason
JPMorgan lowered the target price for UBTECH ROBOTICS from HKD178 to HKD154 due to concerns about the company's frequent fundraising activities, which may indicate the capital intensity and competitive nature of the humanoid robot industry. Despite this, the firm maintains an Overweight rating, citing potential growth from anticipated government orders and the company's inclusion in the MSCI China Index, which could enhance liquidity and market visibility.
JPMorgan
JPMorgan
Overweight
downgrade
$178 -> $154
2025-11-27
Reason
JPMorgan
JPMorgan
Price Target
$178 -> $154
2025-11-27
downgrade
Overweight
Reason
JPMorgan lowered the target price of UBTECH ROBOTICS from HKD178 to HKD154 due to concerns about the company's frequent fundraising activities, which may indicate the capital intensity and competitive landscape of the humanoid robot industry. Despite this, the report highlights UBTECH's potential as a high-growth company, anticipating significant government orders that could boost revenue and shipment targets. The company's inclusion in the MSCI China Index is also expected to enhance liquidity and market visibility, leading to a maintained Overweight rating.
Citi
Strong Buy
maintain
2025-11-24
Reason
Citi
Price Target
2025-11-24
maintain
Strong Buy
Reason
Citi's positive analyst rating is based on discussions with five humanoid robot-related companies, which indicated a strong outlook for the industry. The companies expect significant revenue growth, with projections of exponential increases or at least a year-over-year doubling in revenue for the upcoming year. This optimism is attributed to the acceleration of production by both Chinese and US humanoid robot companies, as well as advancements in supply chain construction and production capacity among leaders in the new energy vehicle and humanoid robot sectors. As a result, Citi has designated UBTECH ROBOTICS as its top pick in the humanoid robot sector.
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About the author
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Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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