优必选上半年人形机器人销量全球第一 16123台同比增长268.3%

人形机器人企业优必选发布2026年中期业绩报告，上半年总营收达12.7亿元，同比增长104.2%1。其中人形机器人总销量达16123台，同比增长268.3%，销量规模位居全球第一1。全尺寸具身智能人形机器人已成为公司核心增长引擎，该类机器人上半年收入达5.9亿元、销量921台，均位居全球第一1。

公司盈利能力显著提升。整体毛利率提升至44.7%1，毛利总额达5.7亿元，同比增长160.9%1。经调整EBITDA为负1.7亿元，较去年同期实现减亏45.9%1。上半年研发投入超过3亿元，研发人员达1103人，预计全年研发费用将达7亿元1。截至6月末，公司累计授权专利3112件，其中发明专利1857件1。

优必选的客户群体包括空客、比亚迪、富士康、三一重能等知名企业1。

UBTech, a leading humanoid robot company, announced its interim results for 2026, demonstrating substantial growth across key business metrics. The company's total revenue for the first half of 2026 reached 1.27 billion yuan, representing a year-over-year increase of 104.2%, with humanoid robot sales totaling 16,123 units, up 268.3% compared to the same period last year 1.

The company's full-size embodied intelligent humanoid robots emerged as the primary growth driver, generating 590 million yuan in revenue with 921 units sold, both ranking first globally 1. Revenue from this product line surged by 1,445% year-over-year, while unit sales climbed 1,946.7% 1. Overall gross margin improved to 44.7%, with gross profit reaching 570 million yuan, a 160.9% increase from the prior year 1. The adjusted EBITDA loss narrowed to 170 million yuan, representing a 45.9% reduction in losses 1. UBTech's major customers include Airbus, BYD, Foxconn, and Sany Heavy Industry 1.

Investment in research and development remained substantial, with the company spending over 300 million yuan in the first half of 2026 and employing 1,103 research staff 1. The company projects total annual R&D expenditure of 700 million yuan for 2026 1. As of the end of June, UBTech had accumulated 3,112 authorized patents, including 1,857 invention patents 1.