Car dealer Yongda orders 400 U1 Pro humanoids, UBTECH's first large order for its ultra-realistic line
Yongda Auto, a Hong Kong-listed luxury car dealer group, will buy 400 U1 Pro humanoids from UBTECH for delivery this year. Yongda's role in the deal is selling, leasing and servicing robots, so the order is a bet on a retail channel more than on robots working in showrooms.
Yongda Auto, the Hong Kong-listed luxury car dealer group, will buy 400 U1 Pro humanoids from UBTECH under a strategic agreement the two companies signed on Nov. 11, and UBTECH plans to deliver them this year, Shanghai Securities News reported. The U1 Pro is the top, full-body version of the U1, a full-size "ultra-realistic" humanoid that UBTECH launched in June, and it sells for RMB 169,800. At that price the order is worth about RMB 67.92 million, The Paper calculated. It is the first large order UBTECH has disclosed for the line.
Read Yongda's job in the deal and the 400 robots look like stock for a shop window more than a fleet for a workplace. Yongda has already moved into embodied AI and is set up to sell, lease, deliver and maintain humanoids and to collect data from them, Securities Daily reported. On the consumer side, the agreement uses the 400 units for product experience, sales promotion and customer service, with the goal of a repeatable model for selling ultra-realistic humanoids to consumers. Yongda brings dealerships in many cities and a base of high-net-worth customers. UBTECH brings the robot.
One dealer's first batch is 43% of UBTECH's half-year full-size sales
UBTECH sold 921 full-size humanoids in the first half of 2026, The Paper reported on its interim results. Yongda's first batch alone equals 43% of that. The two companies also plan a Shanghai showroom for UBTECH's whole robot range and shop-in-shop displays in Yongda's East China outlets. For business customers they will study demand in car retail and sell or lease robots there, which leaves room for the robots to work in dealerships too.
Two days earlier, UBTECH signed China Telecom's device arm to a three-year industry goal of 100,000 humanoids, with no purchase figure attached. Yongda puts a count and a delivery date on the same bet: selling humanoids through somebody else's stores.
Sources Sources verified
- 1.The Paper, Nov 11, 2026: 优必选首次披露超仿生人形机器人大单,400台U1 Pro将进汽车门店thepaper.cn
- 2.Securities Daily via 10jqka, Nov 11, 2026: 优必选携手永达汽车 首批400台超仿生人形机器人U1 Pro采购合同落地stock.10jqka.com.cn
- 3.Shanghai Securities News via Sina Finance, Nov 11, 2026: 优必选:永达汽车将采购400台超仿生人形机器人U1 Profinance.sina.com.cn
- 4.The Paper, Aug 29, 2026: 人形机器人开始“量利齐升”?优必选上半年全尺寸产品销量921台,营收翻倍m.thepaper.cn
Share this briefing
Know someone who follows robotics? Send it their way.
Related briefings
More in HumanoidsUBTECH and China Telecom's device arm set a goal of 100,000 humanoids in three years, starting with leasing and store pilots
UBTECH signed a strategic agreement with Tianyi Telecom Terminals, China Telecom's device subsidiary, with a three-year goal of 100,000 humanoids and a million home companion robots. The number is written as an industry target; what UBTECH gets now is a consumer sales channel it has never had.
AgiBot puts first-half revenue near RMB 2 billion, ahead of Unitree and UBTECH, and proposes Worken, a unit for robot work hours
AgiBot said its revenue for the first half of 2026 was close to RMB 2 billion, more than Unitree or UBTECH made in the same period, and proposed Worken, a measure of how many hours robots work on their own. The metric would move the scoreboard from robots built to work done.
The humanoid factory race: Korea, Shanghai and China's 10,000-unit plant
Korea cleared 20 humanoids to work beside people, Shanghai set an 8,000-unit factory target for 2028 and UBTECH opened a 10,000-a-year plant. The bottleneck is shifting from technology to rules and buyers, and governments are writing both.
Newsletter
Robrief Weekly
One email a week with the robotics news that matters. Free, unsubscribe anytime.