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新能源	锂锂矿锂化合物金属锂镍镍矿镍铁精炼镍镍盐高冰镍 MHP 钴电解钴钴粉氯化钴四氧化三钴硫酸钴钴中间品氧化钴碳酸钴钴酸锂锰锰矿电解锰电池级硫酸锰锂电正负极三元前驱体磷酸铁正极材料石油焦针状焦包覆沥青人造石墨硅碳负极硅氧负极电解液隔膜隔膜电解液电芯

优必选斩获 2.5 亿元人形机器人采购合同，创全球最大单一合同纪录

2025-09-04 17:45:50 来源：优必选科技责任编辑：王欣悦

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9月3日晚，据“优必选科技”公众号消息，继7月斩获近亿元的全球人形机器人企业最大单笔订单后，优必选(01361.HK)再度刷新纪录，成功获得某国内知名企业高达2.5亿元的具身智能人形机器人产品及解决方案采购合同。此次合同主要涉及人形机器人WalkerS2，该机器人具备自主热插拔换电系统，优必选将在今年内启动该合同的交付工作。这也是截至目前全球人形机器人领域最大的单一合同。

7月18日，根据中国招标投标公共服务平台发布的《机器人设备采购项目中标公示》，优必选成功中标觅亿(上海)汽车科技有限公司总额9051.15万元的机器人设备采购项目，主要采购的是优必选的WalkerS工业人形机器人系列产品。

今年3月，优必选与北京人形机器人创新中心联合推出全尺寸科研教育人形机器人天工行者。据公开数据统计，截至目前，优必选Walker系列人形机器人已累计获得近4亿元合同(含H1已交付近5000万元人形机器人订单)，这其中并不包括上述3月推出的订单。

摩根士丹利在2025年6月发布的一份研究报告中预测，中国机器人市场规模将在四年内实现翻倍，从2024年的470亿美元增长至2028年的1080亿美元，年增长率达到23%。报告显示，2024年中国在全球机器人市场的份额约为40%。国家统计局6月发布的数据也显示，今年5月份，中国工业机器人产量同比增长35.5%，达到69056台;服务机器人产量增长13.8%，达到约121.6万台。

上述摩根士丹利的报告还指出，到2030年，中国人形机器人数量将达到25.2万台，2050年预计将增至3.02亿台，占全球人形机器人存量的30%。报告认为，2025年将成为“人形机器人发展史上的里程碑之年，标志着人形机器人大规模量产的开端”。同时，报告指出中国已在全球机器人领域占据主导地位，去年工业机器人装机量占全球比重超过50%。目前，中国拥有74.17万家机器人相关企业，包括优必选、宇树科技、智元等行业龙头企业。

8月29日，优必选公布了2025年中期业绩报告。2025年上半年，优必选实现营收6.21亿元，同比增长27.5%;期内亏损收窄至4.40亿元，同比减亏18.5%。实现毛利2.17亿元，同比增长17.3%;研发费用2.18亿元，占营收的35.1%。财报显示，深圳市优必选科技有限公司成立于2012年，是一家集人工智能和人形机器人研发、平台软件开发运用及产品销售为一体的全球性高科技创新企业。截至界面新闻发稿，优必选港股报105.8港元/股，市值约499亿港元。

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