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wrote a column · Apr 8 11:24

Ubtech Robotics and Dematic Technology strategically sign agreement, jointly mapping out the logistics embodied business blueprint

Recently, The strategic cooperation agreement signing ceremony between Ubtech Robotics and Dema Technology Group Co., Ltd. (hereinafter referred to as 'Dema Technology') was successfully held in Shanghai, where both parties officially signed the strategic cooperation agreement.Ubtech Robotics and Dema Technology will jointly promote the large-scale implementation and commercial application of humanoid robot technology in core scenarios such as industrial manufacturing and intelligent logistics, marking a new phase of deep collaboration for Ubtech Robotics in the fields of embodied intelligence and industrial smart logistics.
Recently, The signing ceremony of the strategic cooperation agreement between Ubtech Robotics and Dematic Technology Group Co., Ltd. (hereinafter referred to as 'Dematic Technology') was successfully held in Shanghai, where both parties officially signed the strategic cooperation agreement.Ubtech Robotics and Dematic Technology will jointly promote the large-scale implementation and commercial application of humanoid robot technology in core scenarios such as industrial intelligent manufacturing and smart logistics, marking a new phase in Ubtech Robotics' deep synergy in the fields of embodied intelligence and industrial smart logistics. Ubtech Robotics founder, Chairman and CEO Zhou Jian, Dematic Technology Chairman and General Manager Zhuo Xu, along with core management teams from both sides, partners, and others attended this grand event, witnessing this industry milestone moment. Complementary strengths, jointly expanding new industrial frontiers The achievement of this strategic cooperation stems from the highly aligned industrial positioning and complementary core capabilities of both parties. As the 'first humanoid robotics stock,' Ubtech Robotics has been continuously promoting the practical application and mass production delivery of humanoid robots, leading the global commercialization process. In 2025,the company’s total revenue reached 2.001 billion yuan, increasing by 53.3% year-on-year, ranking first globally.Full-size embodied intelligent humanoid robots (non-remote controlled, non-toy, height over 160cm) became the company's largest source of income, generating revenue of820 million yuan, growing by2203.7%, with sales reaching1,079 units., growing by35866.7%, ranking first globally. Throughout the year, over a thousand full-size embodied intelligent humanoid robots were delivered and recognized for revenue, primarily entering industries such as automotive manufacturing, smart logistics, 3C electronics manufacturing, semiconductor manufacturing,...
Ubtech Robotics' founder, chairman, and CEO Zhou Jian, along with Dema Technology's chairman and general manager Zhuo Xu, as well as core management teams and partners from both sides attended this grand event, witnessing this milestone moment in the industry.
Complementary advantages, jointly expanding new industry boundaries
The achievement of this strategic cooperation is due to the highly aligned industrial positioning and complementary core capabilities of both parties.
Recently, The signing ceremony of the strategic cooperation agreement between Ubtech Robotics and Dematic Technology Group Co., Ltd. (hereinafter referred to as 'Dematic Technology') was successfully held in Shanghai, where both parties officially signed the strategic cooperation agreement.Ubtech Robotics and Dematic Technology will jointly promote the large-scale implementation and commercial application of humanoid robot technology in core scenarios such as industrial intelligent manufacturing and smart logistics, marking a new phase in Ubtech Robotics' deep synergy in the fields of embodied intelligence and industrial smart logistics. Ubtech Robotics founder, Chairman and CEO Zhou Jian, Dematic Technology Chairman and General Manager Zhuo Xu, along with core management teams from both sides, partners, and others attended this grand event, witnessing this industry milestone moment. Complementary strengths, jointly expanding new industrial frontiers The achievement of this strategic cooperation stems from the highly aligned industrial positioning and complementary core capabilities of both parties. As the 'first humanoid robotics stock,' Ubtech Robotics has been continuously promoting the practical application and mass production delivery of humanoid robots, leading the global commercialization process. In 2025,the company’s total revenue reached 2.001 billion yuan, increasing by 53.3% year-on-year, ranking first globally.Full-size embodied intelligent humanoid robots (non-remote controlled, non-toy, height over 160cm) became the company's largest source of income, generating revenue of820 million yuan, growing by2203.7%, with sales reaching1,079 units., growing by35866.7%, ranking first globally. Throughout the year, over a thousand full-size embodied intelligent humanoid robots were delivered and recognized for revenue, primarily entering industries such as automotive manufacturing, smart logistics, 3C electronics manufacturing, semiconductor manufacturing,...
As the 'first humanoid robotics stock,' Ubtech Robotics continues to drive the practical implementation and mass production delivery of humanoid robots, leading the global commercialization process. In 2025,the company's total revenue reached 2.01 billion yuan, representing a year-on-year increase of 53.3%, ranking first globally.Full-size embodied intelligent humanoid robots (non-remote-controlled, non-toys, over 160 cm tall) became the company’s largest revenue source, generating revenue of820 million yuan, growing by2203.7%, with sales reaching1,079 units., growing by35866.7%, ranking first globally. More than a thousand full-size embodied intelligent humanoid robots were delivered and recognized for revenue throughout the year, mainly entering industrial scenarios such as automotive manufacturing, smart logistics, 3C electronics manufacturing, semiconductor manufacturing, aerospace manufacturing, and industrial data collection,accounting for over 80%, with clients covering multiple Fortune Global 500 companies.
As a benchmark enterprise in the field of intelligent logistics equipment and industrial automation,listed on the Shanghai Stock Exchange's STAR Market in June 2020. With years of focus on global intelligent logistics system integration, core component R&D, and scenario-based applications, it has accumulated extensive project experience and industry chain resources in industrial and logistics scenarios such as warehousing sorting, material handling, and automated production lines. Its core competitiveness lies in the deep integration of"AI + Robotics + Logistics"Using cutting-edge technological innovation to promote and achieve unmanned logistics scenarios, it can provide precise scenario adaptation, large-scale testing, and commercial landing support for embodied intelligence technologies. The company’s business spans over 30 countries globally, serving industry-leading enterprises like Amazon, PDD Holdings, TikTok, Shopee, Shein, MELI, Coupang, and LAZADA.
Focus on five key directions to build a collaborative system
Both parties take "technology synergy, deep cultivation of scenarios, and co-construction of ecosystems" as their strategic main axis, comprehensively cooperating around five core directions:
1. Joint technology R&D
Focusing on key technological breakthroughs for humanoid robots in industrial logistics scenarios, the two parties will jointly develop,Targeting high-frequency industrial operation scenarios such as warehouse sorting, material handling, and production line collaboration, they will co-develop specialized humanoid robot products and operating systems.Key challenges include adaptive motion control in unstructured environments, multi-target dynamic visual perception, human-robot safety collaboration, and long-term stable operation, significantly improving the efficiency and reliability of robots in complex industrial environments.
2. Deep scenario adaptation
Relying on Dema Technology's decades of accumulated mature scenarios and project experience in intelligent logistics and industrial smart manufacturing,Jointly create an integrated end-to-end solution of 'humanoid robots + intelligent logistics equipment'.Through deep integration and transformation of existing automated production lines and warehousing systems, achieve seamless connection and collaborative operation between humanoid robots and traditional automation equipment, promoting the upgrading of industrial logistics scenarios towards higher levels of flexibility, unmanned operation, and intelligence.
3. Collaborative breakthroughs in core components
Integrating the R&D capabilities of both parties in core component fields such as drive, control, and perception,Jointly tackle high-performance, highly reliable, and low-cost core robot components,Build an independently controlled supply chain system to reduce mass production costs and enhance product competitiveness.
4. Joint Venture Operations
A plan to establish a joint venture focusing on product development, manufacturing, market sales, and technical services for embodied robots in the intelligent logistics sector, achieving resource concentration and efficient operations to accelerate commercialization.
5. Embodied Data Collection Collaboration
Leveraging Ubtech Robotics' deep technical expertise in robot perception and learning, as well as Dematic Technology's extensive project presence in leading logistics and manufacturing enterprises, data collection cooperation will be initiated.Integrate multi-dimensional data including logistics operations, equipment performance, and environmental parameters to establish a standardized data system.Provide data support for building vertical models for robots, optimizing algorithms, adapting scenarios, and upgrading products, improving the precision and adaptability of solutions, and forming a continuously strengthening technological moat.
Grounded in industrial upgrading, poised for global competition
The implementation of this strategic cooperation marks a key strategic move by Ubtech Robotics and Dematic Technology to take an early lead in the embodied intelligence and industrial logistics sectors, with profound industrial value and global significance.
Recently, The signing ceremony of the strategic cooperation agreement between Ubtech Robotics and Dematic Technology Group Co., Ltd. (hereinafter referred to as 'Dematic Technology') was successfully held in Shanghai, where both parties officially signed the strategic cooperation agreement.Ubtech Robotics and Dematic Technology will jointly promote the large-scale implementation and commercial application of humanoid robot technology in core scenarios such as industrial intelligent manufacturing and smart logistics, marking a new phase in Ubtech Robotics' deep synergy in the fields of embodied intelligence and industrial smart logistics. Ubtech Robotics founder, Chairman and CEO Zhou Jian, Dematic Technology Chairman and General Manager Zhuo Xu, along with core management teams from both sides, partners, and others attended this grand event, witnessing this industry milestone moment. Complementary strengths, jointly expanding new industrial frontiers The achievement of this strategic cooperation stems from the highly aligned industrial positioning and complementary core capabilities of both parties. As the 'first humanoid robotics stock,' Ubtech Robotics has been continuously promoting the practical application and mass production delivery of humanoid robots, leading the global commercialization process. In 2025,the company’s total revenue reached 2.001 billion yuan, increasing by 53.3% year-on-year, ranking first globally.Full-size embodied intelligent humanoid robots (non-remote controlled, non-toy, height over 160cm) became the company's largest source of income, generating revenue of820 million yuan, growing by2203.7%, with sales reaching1,079 units., growing by35866.7%, ranking first globally. Throughout the year, over a thousand full-size embodied intelligent humanoid robots were delivered and recognized for revenue, primarily entering industries such as automotive manufacturing, smart logistics, 3C electronics manufacturing, semiconductor manufacturing,...
Recently, The signing ceremony of the strategic cooperation agreement between Ubtech Robotics and Dematic Technology Group Co., Ltd. (hereinafter referred to as 'Dematic Technology') was successfully held in Shanghai, where both parties officially signed the strategic cooperation agreement.Ubtech Robotics and Dematic Technology will jointly promote the large-scale implementation and commercial application of humanoid robot technology in core scenarios such as industrial intelligent manufacturing and smart logistics, marking a new phase in Ubtech Robotics' deep synergy in the fields of embodied intelligence and industrial smart logistics. Ubtech Robotics founder, Chairman and CEO Zhou Jian, Dematic Technology Chairman and General Manager Zhuo Xu, along with core management teams from both sides, partners, and others attended this grand event, witnessing this industry milestone moment. Complementary strengths, jointly expanding new industrial frontiers The achievement of this strategic cooperation stems from the highly aligned industrial positioning and complementary core capabilities of both parties. As the 'first humanoid robotics stock,' Ubtech Robotics has been continuously promoting the practical application and mass production delivery of humanoid robots, leading the global commercialization process. In 2025,the company’s total revenue reached 2.001 billion yuan, increasing by 53.3% year-on-year, ranking first globally.Full-size embodied intelligent humanoid robots (non-remote controlled, non-toy, height over 160cm) became the company's largest source of income, generating revenue of820 million yuan, growing by2203.7%, with sales reaching1,079 units., growing by35866.7%, ranking first globally. Throughout the year, over a thousand full-size embodied intelligent humanoid robots were delivered and recognized for revenue, primarily entering industries such as automotive manufacturing, smart logistics, 3C electronics manufacturing, semiconductor manufacturing,...
1. Technical Dimension
Advance the deep integration of embodied intelligence technology with real industrial logistics scenarios,Accelerate humanoid robots in crossing the industrialization gap from 'demonstration prototypes' to 'large-scale commercial use'Build a globally competitive technological and product system for industrial humanoid robots, helping China’s intelligent manufacturing technology reach the global stage.
2. Industry Dimension
Improve the comprehensive ecological layout of the industrial intelligent logistics supply chain, promote the localization and standardization of core components, enhance China's pricing power and voice in the global intelligent equipment and humanoid robot industry chain, and accelerate the transformation and upgrading of China's manufacturing industry towards high-end, intelligent, and green practices.
3. Market Dimension
Leverage both parties’ brand influence and customer networks in domestic and international markets,Jointly explore the global industrial logistics robotics market,Build adaptable solutions fordifferent regions, industries, and operational scenariosA standardized and customized solution system to capture the trillion-dollar market opportunity of global manufacturing intelligence upgrades, forming a global cooperative ecosystem.
Looking ahead, Ubtech Robotics and Dema Technology will take this strategic cooperation as a new starting point, with technological innovation as the core driver, value implementation as the primary goal, and global expansion as the long-term target. They will continue to increase investment in R&D and scenario expansion, jointly building an open, collaborative, and win-win global embodied intelligence and industrial logistics ecosystem. Together, they will lead industrial smart logistics into a new era of human-machine integration.
Risk Disclaimer: The above content only represents the author's view. It does not represent any position or investment advice of Futu. Futu makes no representation or warranty.Read more
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