Walker C是应用于商用服务场景的新一代纯电驱拟人奔跑的全尺寸人形机器人,搭载优必选自主研发的具身智能交互大模型,支持多语言交互应用,具备强感知、强适应性、强通用性等泛具身智能特点,可为多个商用场景提供智能化服务,推动通用具身智能技术在商业领域的规模化应用,提升人机协作的未来可能性。
Primary use case: 商用服务场景智能导览、迎宾接待、咨询解答、娱乐互动
Height
163 cm
Weight
43 kg
DOF
20
Battery
2 hrs
Height
163 cm
Weight
43 kg
Degrees of Freedom
20
Locomotion
bipedal
Max Speed
6 km/h
Battery Life
2 hrs
Charging Time
1.5 hrs
AI Capabilities
多语言交互, 自主导航, 定制化数据库解答, 环境感知, 避障, 抗冲击
Onboard Compute
自研具身智能交互大模型
Availability
Available
Primary Use Case
商用服务场景智能导览、迎宾接待、咨询解答、娱乐互动
Bitcoin Japan Corporation (TSE: 8105) signed an exclusive agreement on 16 October 2026 to distribute six UBTECH humanoid and service robot models in Japan, including the Walker S2 industrial humanoid. The 36-month exclusive period, beginning once the Walker C1 achieves Japanese certification, covers sales, Robotics-as-a-Service, and Physical AI data businesses targeting manufacturing and logistics.
China is aggressively pursuing embodied AI through humanoid robots as a path to artificial general intelligence (AGI), with companies like AgiBot and UBTech leading a domestic manufacturing surge that dominates over 90% of global sales. The strategy centers on deploying robots in real-world environments to collect physical data that can train more capable AI systems, though challenges remain including U.S. import bans and questions about sustainable business models.
The Roundhill Humanoid Robotics ETF (HUMN) underperformed the KraneShares Global Humanoid Robotics and Physical AI Index ETF (KOID) by approximately 30 percentage points in 2026, returning 11% versus KOID's 42% YTD gain. HUMN's concentration in Tesla and UBTech Robotics (approaching 15% combined) led to a 26% July loss, while KOID's equal-weighted physical AI supply chain approach absorbed the same market volatility with less impact.