优必选(9880.HK):正式签署小批量人形机器人采购合同 持续推进人形机器人商业化落地

中信建投证券
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核心观点优必选于2025 年4 月24 日与采购方签订了大型双足仿人机器人采购合同,采购产品为大型双足仿人机器人WalkerS1和WalkerC,主要用于汽车工厂的生产制造和商用接待。该采购合同的落实,意味着其在具身智能人形机器人工业制造场景的商业化落地得到了终端客户的认可,未来订单规模有望逐步放大;同时,这是人形机器人企业在工厂制造业场景全球首次签署小批量人形机器人采购合同,标志着具身智能人形...

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