优必选推出超仿生人形机器人U1，定价从11.98万元至99万元不等[1]。该产品发布当日全渠道订单突破1.3万台[1]。
发布会召开当日，优必选股价盘中涨超18%，但收盘涨幅收窄至7.48%[1]。随后股价表现不佳，到7月30日相较6月30日下跌了24.4%[1]。优必选董事长周剑提出"先工业、后商用、再家庭"的三步走战略[1]，其中2025年工业机器人出货量占比将超过80%[1]。
仿生机器人作为新兴市场仍面临诸多挑战。目前该领域主流厂商年销量不足100台，都还未实现量产[1]。技术方面，仿生机器人的脸部需要安装20到30个舵机来实现精细表情变化[1]，脸部技术成熟后仅占整体成本10%左右[1]。
UBTech unveiled its ultra-biomorphic humanoid robot U1, priced between 119,800 yuan and 990,000 yuan, generating substantial initial demand [1]. The robot garnered over 13,000 orders across all sales channels on its launch day [1]. The announcement initially boosted the company's stock price, which surged more than 18 percent during intraday trading before closing with a more modest gain of 7.48 percent [1]. However, this momentum proved short-lived, as the stock subsequently declined 24.4 percent between June 30 and July 30 [1].
The U1 represents UBTech's continued commitment to a three-phase strategic roadmap articulated by CEO Zhou Jian, prioritizing industrial applications first, followed by commercial deployment, and ultimately household integration [1]. The company plans for industrial robots to comprise over 80 percent of its product shipments in 2025 [1]. Despite the optimistic launch metrics, the biomorphic robotics sector remains nascent, with mainstream manufacturers currently producing fewer than 100 units annually and lacking full-scale production capabilities [1]. Technical complexity poses a significant barrier to commercialization; facial animation requires 20 to 30 servo motors to achieve nuanced expression changes, yet this component represents only approximately 10 percent of total manufacturing costs once the technology reaches maturity [1].