当前，具身智能与人形机器人已成为全球科技创新的核心赛道。在广东人形机器人产业版图上，“十骏”现象备受业界关注。十家整机企业各擅所长，共同构筑起“十骏在前，万马奔腾”的产业生态。即日起，深圳特区报记者跟随省工信厅调研团深入企业探访，记录广东企业在人形机器人赛道的技术攻坚与产业化探索，解码广东具身智能产业的澎湃创新活力。
Currently, embodied intelligence and humanoid robots have become core tracks of global technological innovation. On Guangdong's humanoid robot industry map, the "Ten Steeds" phenomenon attracts industry attention. Ten complete machine enterprises each excel in their own strengths, jointly building an industrial ecosystem of "ten steeds ahead, ten thousand horses galloping." Starting today, Shenzhen Special Zone Daily reporters follow the provincial Department of Industry and Information Technology research team into enterprises, recording Guangdong enterprises' technological breakthroughs and industrialization exploration in the humanoid robot track, decoding the surging innovation vitality of Guangdong's embodied intelligence industry.
人形机器人有条不紊地将物料放入指定位置，规范完成作业任务。优必选副总裁、具身智能与人形机器人研究院院长焦继超介绍，企业坚持软硬件协同研发，持续推动产品在工业、商用、家庭消费三大场景迭代落地，不断提升端侧算法推理速度与泛化能力，让人形机器人走进更多真实应用场景。WalkerS系列面向工业场景，WalkerC1主打商用服务，可完成导览接待，超仿生人形机器人U1系列聚焦家庭陪伴，比如U1全尺寸人形机器人面部可呈现30余种微表情，能够实时与人交互、感知情绪，实现情感陪伴。
Humanoid robots methodically place materials into designated positions, completing work tasks in a standardized manner. Jiao Jichao, Vice President of UBTECH and Dean of the Embodied Intelligence and Humanoid Robot Research Institute, introduced that the company insists on collaborative software-hardware R&D, continuously promoting product iteration and deployment in three major scenarios: industrial, commercial, and home consumer, constantly improving edge algorithm reasoning speed and generalization capability, letting humanoid robots enter more real application scenarios. The WalkerS series targets industrial scenarios, WalkerC1 focuses on commercial services and can complete guided reception, and the ultra-biomimetic humanoid robot U1 series focuses on home companionship—for example, the U1 full-size humanoid robot's face can display over 30 micro-expressions, capable of real-time interaction and emotion perception, achieving emotional companionship.
焦继超介绍，目前优必选产品在工业、商用、家庭消费领域均已实现交付，多款新品将于今年下半年启动量产交付。如今，优必选正式迈入工业、商用、家庭消费三大场景同步发力的新阶段。今年9月，优必选万台级人形机器人超级智慧工厂投产，打通从技术研发到规模化量产交付的全产业链条。优必选定位为具身智能生态平台与物理AI终端企业，正搭建面向具身智能时代的人形机器人生态平台。
Jiao Jichao introduced that UBTECH products have now achieved delivery in industrial, commercial, and home consumer fields, with multiple new products to start mass production delivery in the second half of this year. Today, UBTECH has officially entered a new stage of simultaneous efforts across industrial, commercial, and home consumer scenarios. In September this year, UBTECH's ten-thousand-unit-level humanoid robot super smart factory went into production, connecting the entire industry chain from technology R&D to scaled mass production delivery. UBTECH is positioned as an embodied intelligence ecosystem platform and physical AI terminal enterprise, building a humanoid robot ecosystem platform for the embodied intelligence era.
亮眼经营数据印证增长势能。2026年上半年，优必选总营收12.7亿元，同比增长104.2%，人形机器人整体销量同比上涨268.3%。其中全尺寸具身智能人形机器人增长势头尤为迅猛，收入同比增长1445%，销量同比增长1946.7%。自2025年起，全尺寸具身智能人形机器人已成为优必选核心收入来源。焦继超说，依托深圳与大湾区完备的产业供应链，产品才能如此快速迭代，比如机器人所需传感器、电池等精密元器件，把设计图纸发给厂商，最快第二天就能拿到样品。扎根深圳、依托大湾区，本地物流、3C电子、汽车制造等产业链配套，为人形机器人研发、场景验证等都提供了有力支撑，孕育出具身智能产业生长的沃土。
Impressive operating data confirms growth momentum. In the first half of 2026, UBTECH's total revenue was 1.27 billion yuan, up 104.2% year-over-year, with overall humanoid robot sales up 268.3% year-over-year. Among them, full-size embodied intelligence humanoid robots showed particularly rapid growth, with revenue up 1445% year-over-year and sales up 1946.7% year-over-year. Since 2025, full-size embodied intelligence humanoid robots have become UBTECH's core revenue source. Jiao Jichao said that relying on Shenzhen and the Greater Bay Area's complete industrial supply chain, products can iterate so quickly—for example, for precision components like sensors and batteries needed by robots, design drawings sent to manufacturers can yield samples in as fast as the next day. Rooted in Shenzhen and relying on the Greater Bay Area, local logistics, 3C electronics, automotive manufacturing, and other industry chain support provide strong backing for humanoid robot R&D and scenario validation, nurturing fertile ground for embodied intelligence industry growth.
下一步，优必选将持续打磨核心技术，拓展多元真实应用场景，持续挖掘具身智能人形机器人产业的广阔空间。
Next, UBTECH will continue refining core technologies, expanding diverse real application scenarios, and continuously exploring the broad space of the embodied intelligence humanoid robot industry.
