Shares of UBTECH ROBOTICS (09880) rose sharply during the trading session, gaining over 16% at one point. At the time of writing, the stock is up 13.07%, trading at HK$104.70 with a turnover of HK$2.271 billion.

According to an announcement from the company, UBTECH recently held its 2026 Global Launch Event in Shenzhen. The event unveiled the company's "Human-Robot Symbiosis" strategy for the next decade and introduced the full-scale, ultra-bionic humanoid robot series named "U World U1". This series comprises three models: the U1 Lite (torso version), the high-specification U1 Pro (full-body version), and the high-dynamics U1 Ultra (full-body version). The U1 Lite is priced at 119,800 yuan, the U1 Pro at 169,800 yuan, while the U1 Ultra is priced at 990,000 yuan for the male version and 880,000 yuan for the female version. During the launch, UBTECH announced that total orders for the U World U1 series across all online and offline channels have surpassed 13,361 units, with the company aiming to commence deliveries within the current year.

On the policy front, the Ministry of Industry and Information Technology and the State-owned Assets Supervision and Administration Commission have initiated the 2026 Special Action Plan for Humanoid Robots and Embodied AI in Real-World Scenarios. This initiative aims to promote the routine deployment and application of humanoid robots in actual production and living environments. With the official launch of the U World U1 series, UBTECH's three-phase strategy for humanoid robots—"industrial first, then commercial, followed by consumer applications"—is now fully operational. This aligns comprehensively with the policy direction. On the industrial side, the Walker S series has already entered mass production and delivery in 2025, while on the consumer side, the U World series is poised to open a new growth trajectory for the company.