China’s humanoid robot race is accelerating fast, and UBTech’s latest performance shows just how quickly the market is beginning to move from hype to real revenue.
The Chinese humanoid robot manufacturer reported a much stronger financial picture in 2025, highlighted by improving overall gross margin and a meaningful reduction in losses. The biggest driver behind that progress was explosive growth in its full-size embodied intelligent humanoid robot business, where sales surged by more than 2,200% compared with the previous year. Revenue from those full-size humanoid robots climbed to about CNY 820 million (roughly US$119 million), turning the category into a standout contributor to the company’s results.
That kind of jump isn’t just a one-off headline figure—it points to a shift in demand for embodied AI and human-shaped robots designed to operate in real-world environments. As more industries look for automation that can work in spaces built for humans, full-size humanoid robots are increasingly seen as a practical solution for tasks that go beyond traditional industrial robots.
UBTech’s improved margins also suggest the company is getting better at scaling manufacturing, controlling costs, and refining its product mix—key steps for any robotics firm seeking long-term sustainability. In a sector known for heavy R&D spending and long commercialization timelines, reducing losses while growing revenue is an important milestone.
With full-size humanoid robot sales now playing a central role, UBTech’s 2025 results reinforce a growing trend: humanoid robots are moving closer to wider adoption, and companies that can scale production while improving profitability may be positioned to lead the next wave of intelligent automation.
