港股异动 | 优必选涨超3%,再斩获1.43亿元人形机器人订单,总订单金额达13亿

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11月28日,优必选盘中涨超3%,公司再斩获1.43亿元人形机器人订单。

消息面上,11月28日,优必选宣布成功中标江西九江市人形机器人数据采集与训练中心项目,中标金额为1.43亿元。该项目将采用优必选最新款可自主换电的工业人形机器人Walker S2。截至目前,优必选Walker系列人形机器人2025年全年订单总金额已达到13亿元(不含全尺寸科研教育人形机器人“天工行者”及小型人形机器人“AI悟空”),在全球人形机器人商业化落地进程中持续保持领先地位。

今年以来,优必选人形机器人屡获超亿元大单:9月,优必选拿下2.5亿元全球人形机器人最大采购合同;10月,中标1.26亿元订单;进入11月,先后获得1.59亿元、2.64亿元、1.43亿元订单,其中2.64亿订单再度刷新全球人形机器人单笔订单金额纪录,商业化进程不断提速。目前,优必选工业人形机器人产能已达到每月300台,预期全年交付量将超过500台。

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