The only Chinese company on the list of humanoid Siasun Robot&Automation is UBTECH ROBOTICS (09880), which has been selected for the Morgan Stanley Global Humanoid Siasun Robot&Automation Top 100.

Recently, the international investment bank Morgan Stanley released a research report titled "Humanoid Siasun Robot&Automation 100: Drawing a Value Map of the Humanoid Siasun Robot&Automation Industry Chain", which delves into the global trends in the development of the humanoid Siasun Robot&Automation industry and investment opportunities. As the only listed humanoid Siasun Robot&Automation company in China, UBTECH ROBOTICS Technology (stock code: 09880) has become one of the core focuses of the report due to its technological prowess, product innovation, and market potential. UBTECH ROBOTICS Technology named among the top 100 humanoid Siasun Robot&Automation companies by Morgan Stanley The only listed Chinese humanoid Siasun Robot&Automation company The report points out that UBTECH ROBOTICS is one of the few listed companies globally that closely embodies the concept of humanoid Siasun Robot&Automation. Data shows that UBTECH ROBOTICS has accumulated 59 humanoid Siasun Robot&Automation patents in the US over the past five years, ranking second globally, only behind Boston Dynamics, surpassing international giants like Sony (48 patents) and Google (39 patents). As of the end of June 2024, UBTECH ROBOTICS held over 2450 patents, with more than 450 being international patents, and invention patents accounting for nearly 60%, making it the leading company in the world in terms of effective humanoid Siasun Robot&Automation patents. UBTECH ROBOTICS has accumulated the second highest number of humanoid Siasun Robot&Automation patents globally over the past five years The integration of humanoid Siasun Robot&Automation into the smart manufacturing industry has become a new battleground for global technological competition. As one of the earliest companies in China to focus on humanoid Siasun Robot&Automation, UBTECH ROBOTICS launched the humanoid Siasun Robot&Automation Walker series in 2018 and introduced the new generation industrial humanoid Siasun Robot&Automation Walker S1 in 2024, focusing on breakthroughs in industrial applications. The report specifically mentions UBTECH ROBOTICS' partnerships with BYD Company Limited, Dongfeng Motor Corporation, Geely, and others to explore the potential of humanoid Siasun Robot&Automation in manufacturing, logistics, and other fields. By focusing on industrial manufacturing, commercial services, and home companionship, UBTECH ROBOTICS has successfully implemented humanoid Siasun Robot&Automation applications and is currently the only company globally to announce partnerships with multiple car manufacturers, with the Walker S series being the most widely used industrial humanoid Siasun Robot&Automation in various car factories. UBTECH ROBOTICS industrial humanoid Siasun Robot&Automation Walker S1 undergoing training in factories of BYD Company Limited, Lynk & Co, JKEEV, and Foxconn According to Morgan Stanley's analysis, 73% of companies in the global humanoid Siasun Robot&Automation industry chain are located in Asia, with 56% of them being from China. The report predicts that with the maturing of the supply chain and scale production, the average selling price (ASP) of humanoid Siasun Robot&Automation will decrease by 8% annually, and the core material costs (BOM) will decrease by 11%. Therefore, the report holds high expectations for the Chinese humanoid Siasun Robot&Automation market, forecasting a market size of 12 billion RMB by 2030, surpassing 6 trillion RMB by 2050, with an annual compound growth rate exceeding 30%. This growth is attributed to the accelerated cost reduction, increased popularity, and expanded demand resulting from the two core trends. The year 2025 is destined to be an extraordinary year for Chinese technology. The domestic AI large model DeepSeek R1 has achieved astonishing information processing results with significantly lower training costs compared to models of similar levels. Furthermore, international investment banks have conducted in-depth research and made positive predictions on the development trends of the Chinese humanoid Siasun Robot&Automation industry. The generalization process of Chinese humanoid Siasun Robot&Automation will also greatly benefit from the technological breakthroughs of domestic AI large models. UBTECH ROBOTICS is currently validating the effectiveness of DeepSeek technology in existing humanoid Siasun Robot&Automation scenarios, such as multimodal human-machine interaction, understanding commands in complex environments, and task decomposition and planning in industrial settings. The company is expected to utilize the deep thinking capabilities of inference large models to tackle the challenges of these complex tasks and make humanoid Siasun Robot&Automation more closely mirror human thinking and behavior.