10月8日消息，优必选今日发文，宣布已与一汽-大众汽车有限公司达成战略合作，双方将共同推进具身智能机器人在物流领域的应用场景开发及测试，同时构建示范应用场景，加速人形机器人在智能制造领域的部署与应用。IT之家此前报道，优必选Walker S Lite此前已进入一汽-大众青岛分公司的国家级智能制造示范工厂进行车辆质检实训，与工厂自动化控制系统实现无缝集成对接，能够精准、高效地执行复杂任务。双方此次合作是在既有基础上向物流场景的进一步拓展。
October 8 news—UBTECH announced today that it has reached a strategic cooperation with FAW-Volkswagen Automotive Co., Ltd. The two parties will jointly advance embodied intelligence robot application scenario development and testing in logistics, build demonstration application scenarios, and accelerate humanoid robot deployment and application in intelligent manufacturing. IT Home previously reported that UBTECH's Walker S Lite had entered FAW-Volkswagen Qingdao branch's national intelligent manufacturing demonstration factory for vehicle quality inspection training, seamlessly integrating with factory automation control systems to perform complex tasks precisely and efficiently. This cooperation is a further expansion into logistics scenarios based on existing foundations.
面向人形机器人在工业制造等真实场景的落地应用，优必选已构建起包括具身大脑、仿人小脑、高性能本体、群体智能在内的四大核心技术集群。在具身大脑核心领域，优必选搭建了基座模型、世界模型、行动模型的全栈自研技术体系，让机器人具备理解世界、预测世界、决策行动的完整具身智能能力。产能方面，优必选柳州工业人形机器人超级智慧工厂已于2026年9月12日正式投产，定位为全球首个适配万台级产能的人形机器人智能制造标杆工厂。
Facing humanoid robot deployment in real scenarios including industrial manufacturing, UBTECH has built four core technology clusters—embodied brain, humanoid cerebellum, high-performance body, and swarm intelligence. In the embodied brain core area, UBTECH built a full-stack in-house technical system of foundation model, world model, and action model, giving robots complete embodied intelligence capabilities of understanding the world, predicting the world, and deciding actions. On capacity, UBTECH's Liuzhou Industrial Humanoid Robot Super Smart Factory officially went into production on September 12, 2026, positioned as the world's first humanoid robot intelligent manufacturing benchmark factory adapted to ten-thousand-unit capacity.
据广西壮族自治区政府门户网站报道，该工厂占地面积1.4万平方米，主要生产Walker S系列、Cruzr系列具身智能工业人形机器人，每10分钟可下线1台机器人，年规划产能超万台，并落地了用机器人造机器人的智造模式。根据优必选2025年全年业绩报告，公司全年总营收达20.01亿元，同比增长53.3%，位居全球人形机器人公司之首。在全尺寸具身智能人形机器人细分品类中，优必选实现收入8.2亿元，同比增长2203.7%，销量1079台，收入与销量均位列全球第一。但需要注意的是，若按全球人形机器人总出货量口径统计，据IDC报告，2025年全球人形机器人出货量接近1.8万台，宇树科技以超5500台的出货量位居前列。
According to the Guangxi Zhuang Autonomous Region government portal, the factory covers 14,000 square meters, mainly producing Walker S series and Cruzr series embodied intelligence industrial humanoid robots, rolling off one robot every 10 minutes, with annual planned capacity exceeding ten thousand units, and implementing a "robots making robots" intelligent manufacturing model. According to UBTECH's 2025 full-year performance report, the company's total annual revenue reached 2.001 billion yuan, up 53.3% year-over-year, ranking first among global humanoid robot companies. In the full-size embodied intelligence humanoid robot subcategory, UBTECH achieved revenue of 820 million yuan, up 2203.7% year-over-year, with sales of 1,079 units, ranking first globally in both revenue and sales. But note that by global humanoid robot total shipment metrics, according to IDC reports, global humanoid robot shipments in 2025 approached 18,000 units, with Unitree leading with over 5,500 units shipped.
这里有一个容易被忽略的细节，优必选在业绩报告里强调自己是全球人形机器人公司营收之首，但在全尺寸具身智能人形机器人这个细分品类里，它的收入和销量都是全球第一。这两个第一的差别在于口径。全尺寸具身智能人形机器人，指的是非遥控、非玩具、身高160厘米以上、大脑芯片算力200TOPS以上的产品，这个品类的门槛高、单价高、销量低。而如果按总出货量口径，宇树科技以超5500台的出货量位居前列，它的主力是半尺寸机型，单价低、销量高。前面讨论过全尺寸和人形机器人总出货量之间的口径差异，也讨论过宇树和优必选走的是同一条路，都是靠非全尺寸机型把量做起来，区别在于宇树已经赚到了钱，优必选还没有。这次优必选和一汽-大众的合作，走的是全尺寸具身智能这条线，Walker S Lite进入工厂做质检实训，再向物流场景拓展，这条路径的客户是车企，付费能力和场景明确性都比科研教育客户强。
Here is an easily overlooked detail—UBTECH emphasizes in its performance report that it ranks first in global humanoid robot company revenue, but in the full-size embodied intelligence humanoid robot subcategory, its revenue and sales both rank first globally. The difference between these two "firsts" lies in scope. Full-size embodied intelligence humanoid robots refer to products that are non-teleoperated, non-toy, over 160 cm tall, with brain chip compute of 200 TOPS or above—this category has high thresholds, high unit prices, and low sales. By total shipment metrics, Unitree leads with over 5,500 units shipped, with half-size models as its mainstay—low unit price, high sales. Earlier we discussed the scope difference between full-size and total humanoid robot shipments, and that Unitree and UBTECH take the same path—using non-full-size models to scale volume, with the difference being Unitree has made money and UBTECH has not. This UBTECH-FAW-Volkswagen cooperation takes the full-size embodied intelligence line—Walker S Lite entering factories for quality inspection training, then expanding to logistics scenarios. This path's customers are automakers, with payment capacity and scenario clarity stronger than research education customers.
