The Robot Industry Embraces a “Harvest” in Autumn 2025: UBtech, Zhiyuan Robotics, and Yuanli Infinite Secure Consecutive Large Orders
The robot industry in the autumn of 2025 seemed to embrace the long-awaited “harvest” overnight. On September 29, Shenzhen UBtech Robotics Corp., Ltd. (hereinafter referred to as UBtech) officially announced that it had secured an order for Walker S series industrial humanoid robots with a total value of RMB 30 million. On October 9, Zhiyuan Innovation (Shanghai) Technology Co., Ltd. (hereinafter referred to as Zhiyuan Robotics) formally stated that it had reached a framework order worth hundreds of millions of yuan with Longcheer Technology for its Zhiyuan Wizard G2 robots. Meanwhile, on the same day (October 9), Yuanli Infinite Intelligent Technology (Hangzhou) Co., Ltd. (hereinafter referred to as Yuanli Infinite) officially announced that it had signed a robot order worth RMB 260 million in the field of embodied intelligence with its partner.
Doubts About the Industry Dispelled: From “More Hype Than Substance” to Proving Value Through Concrete Orders
An industry once questioned for being “more hype than substance” is now proving its value to the market with a string of concrete orders.
UBtech’s Subsidiary UQI Signs Contract with Tianqi Automation: RMB 30 Million Walker S Series Order to Be Delivered by Year-End
According to news on September 29, UQI, UBtech’s smart logistics subsidiary, recently signed a formal procurement contract with Tianqi Automation Co., Ltd. Tianqi will purchase Walker S series industrial humanoid robots with a total value of RMB 30 million, and delivery of this procurement is scheduled to be completed by December 31, 2025.
UBtech’s Walker Series Product Matrix: Walker S2 Debuts with Hot-Swappable Battery Replacement Technology
UBtech’s Walker series includes multiple products such as the industrial humanoid robots Walker S1, Walker S2, and the commercial humanoid robot Walker C. Among them, Walker S1 was launched in October 2024, and Walker S2 was officially released in July this year. As the company’s new-generation industrial humanoid robot, Walker S2 is equipped with a hot-swappable autonomous battery replacement system. This technology enables Walker S2 to operate 24/7 continuously, while reducing manual maintenance costs and improving production efficiency.
UBtech Bolstered by Two Orders in September: Walker Series Accumulates Nearly RMB 430 Million in Contracts, Including H1 Deliveries
It is reported that this is UBtech’s second order since September. Earlier, at the beginning of the month, the company had also obtained a procurement contract worth RMB 250 million from a well-known domestic enterprise for embodied intelligent humanoid robot products and solutions, with the Walker S2 humanoid robot as the main product. Including this latest order, UBtech’s Walker series humanoid robots have reportedly accumulated contracts totaling nearly RMB 430 million—including nearly RMB 50 million in humanoid robot orders already delivered in the first half of the year.
October Order Surge Continues: Zhiyuan Robotics × Longcheer Technology Sign Hundreds of Millions-Yuan Order for 1,000 Robots to Address Industry Pain Points
Encouragingly, the robot order surge continued in October. On October 9, Zhiyuan Robotics officially announced that it had launched in-depth strategic cooperation with Longcheer Technology on the application of embodied intelligent robots in industrial scenarios. Longcheer Technology will purchase nearly 1,000 Zhiyuan Wizard G2 robots this time, with a total amount reaching hundreds of millions of yuan—making it one of the largest orders in China’s industrial embodied intelligent robot field so far. This not only marks the entry of industrial-grade embodied intelligence into the core scenarios of consumer electronics precision manufacturing, but also positions Zhiyuan Robotics as a new benchmark for “technical standards + application implementation” in AI-driven smart manufacturing. By virtue of its flexible solutions featuring “flexible reuse, rapid model change, and large-scale replication”, Zhiyuan has addressed industry pain points such as “inflexible production lines and difficulty in adapting to capacity fluctuations”.
Clear Positioning for Zhiyuan Wizard G1/G2: G2 Focuses on Tablet Production Lines, Secures Large Order with Flexible Advantages
Zhiyuan Robotics announced on August 18 that the Zhiyuan Wizard G1—suitable for scientific research and education, data collection, and vertical scenario training—was officially put on sale. Research shows that the Zhiyuan Wizard G2 will initially focus on applications in tablet production lines, realizing the large-scale deployment of embodied intelligent robots in consumer electronics assembly and manufacturing scenarios. Notably, to optimize the precision and efficiency of assembling small components (such as tablet interface modules), the Wizard G2 is integrated with an Sistema automático de alimentación de circlips: this system uses a frequency-adjustable vibration disk to sort micro circlips (2-5mm in diameter), and relies on a 20-megapixel industrial camera for real-time positioning calibration, enabling it to deliver circlips to the robot’s gripping station at a speed of 0.8 pieces per second with a positioning error of ±0.02mm. It not only eliminates issues like missing or incorrect installation caused by manual feeding, but also increases the efficiency of the circlip assembly process by 40%, further highlighting the G2’s flexible production capabilities in precision manufacturing. The Wizard G2 will exert powerful AI interaction and collaboration capabilities in links such as flexible grasping, multi-industrial collaboration, and production line data linkage. With its high-quality and stable smart manufacturing capabilities, it will drive a leapfrog improvement in production line operation efficiency. It is precisely by virtue of its core flexible advantages—such as flexible reuse, rapid model change, and large-scale replication—that the Wizard G2 secured this large order.
Deepened Cooperation Between Zhiyuan and Longcheer: Future Expansion to Cover More Production Lines, Component Supply, and OEM Collaboration
In the future, Longcheer Technology will introduce Zhiyuan Robotics to cover more production lines and product categories, and carry out broader cooperation with Zhiyuan in robot component supply and manufacturing OEM (original equipment manufacturing).
Yuanli Infinite Sets New Record: RMB 260 Million “Robot + Cultural Tourism” Order Surpasses UBtech’s Global Record
Coincidentally, on October 9, the record for the largest single order in the global humanoid robot field was refreshed again! Yuanli Infinite officially announced that it had recently signed a strategic cooperation agreement with Huawenlv Holdings Group in Hangzhou, with a contract value of RMB 260 million—surpassing the previous global record for the largest single order in the humanoid robot field set by UBtech in early September.
Yuanli Infinite × Huawenlv: Building Smart Scenic Spot Models to Promote Commercialization of Embodied Intelligence
This cooperation focuses on the strategic track of “robot + cultural tourism”. It is expected to create China’s first batch of embodied intelligent smart scenic spot demonstration projects and achieve systematic innovation in multiple links such as intelligent guided tours, interactive experiences, operation services, and digital management. This cooperation also marks that embodied intelligence has officially moved from the “verification phase” to a new stage of replicable and large-scale implementation, advancing embodied intelligence from the “laboratory” to commercialization by a significant step.
Yuanli Infinite’s Brand Background: “One Brain, Multiple Bodies” Technology Drives Commercial Breakthroughs Under ELU Group
Relevant data shows that Yuanli Infinite (INFIFORCE) is an intelligent AI robot brand developed by ELU Zhongneng Kunyu Technology Group. It focuses on technological innovation and commercial application in the field of embodied intelligence. Through its self-developed full-stack technology system of “one brain, multiple bodies”, Yuanli Infinite has established an important position in the AI robot industry. By exploring better commercial scenarios through AI Agents, it has achieved rapid development in technology, products, and business.
Conclusion: Order Surge Reveals Industry Trends, 2025 Becomes a Pivotal Turning Point for the Robot Industry
From this surge of orders, we may catch a glimpse of some future development trends in the robot industry: Industrial scenarios will remain the main focus for implementation within 1-2 years; the potential of service robots will be released at an accelerated pace as technology matures; and diversified scenarios will become an important direction for robot enterprises to deepen their efforts. At the same time, in the coming years, we will witness a pattern where general platforms and vertically specialized enterprises coexist, and “software-hardware integration” ecological competition will become the mainstream.
The year 2025, dubbed the “year of explosive growth”, may indeed become a crucial turning point in the history of the robot industry. When will the next order that refreshes the industry record arrive? We all await it with anticipation.
Industrial assembly contractor for Original Equipment Manufacturers
