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UBTECH and Yongda Auto sign deal for 400 U1 Pro bionic humanoids for car showrooms; contract value not disclosed

UBTECH product image of its U1 Pro ultra-bionic humanoid robots, a male version in a black three-piece suit and glasses and a female version in a long cream gown, standing on a dark stage with red lighting
UBTECH's product page image for the U1 Pro, showing its male and female versions. Promotional image, not a photo from a Yongda showroom.. Image: UBTECH Robotics

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UBTECH Robotics signed a strategic cooperation agreement on Nov. 11 with China Yongda Automobiles Services, a Hong Kong-listed luxury car dealer. Yongda will buy 400 U1 Pro ultra-bionic humanoid robots, which UBTECH plans to deliver this year, Sina Tech and The Paper reported. UBTECH told The Paper and National Business Daily it is the first large ultra-bionic humanoid order it has disclosed.

Source: The Paper (Pengpai): UBTECH discloses its first large ultra-bionic humanoid order, 400 U1 Pro for car stores (Chinese, Nov. 11, 2026)

The 400 robots are for product experience, sales promotion and customer service. The companies also plan robot sales and leasing in car retail, a UBTECH experience center in Shanghai, and to explore store-in-store displays at selected Yongda East China outlets. Neither company disclosed a contract value or filed a Hong Kong exchange announcement on it as of Nov. 11. At the U1 Pro's RMB169,800 list price, 400 units come to RMB67.92 million, about $10.1 million: a list-price estimate, as The Paper also calculated, not a disclosed contract value.

Servospace take: who makes money on 400 showroom humanoids

Servospace analysis: UBTECH CFO Zhang Ju guided on the August results call that the U1 series could deliver about 1,500 to 2,000 units this year, according to Jiemian and Damo Finance. If Yongda's 400 arrive this year as planned, that one buyer would take 20% to 27% of that forecast. It is about 3% of the 13,361 U1 orders UBTECH announced in June. Jiemian said JD U1 Pro presales could be locked with a refundable RMB3,000 deposit; UBTECH has not said how many of the 13,361 converted to paid orders. For scale only, not a U1 sales share, RMB67.92 million at list would equal about 11.5% of the RMB590.3 million UBTECH booked from full-size humanoid robot products and services in the first half, per its interim results. That H1 line is not a U1 breakout.

The dealer side is smaller. Yongda reported RMB11 million of consolidated profit for the first half and 203 outlets at June 30: 400 units is about two per outlet as a scale check, not a plan to put two in every store. Its own interim report calls its robot business "in the incubation and business model validation stage" with no large-scale revenue yet, and it lists authorizations from AGIBOT, PrimeBOT and UBTECH. In July it raised about HK$60.4 million from a share sale earmarked for embodied AI; the order's list value is about HK$79.3 million at Nov. 11 rates. Jiemian said Shanghai Yongda, Beijing Boshi, and Korea Galaxy were the first U1 recipients. Damo Finance said UBTECH's Douyin account showed U1s at Yongda and Boshi, a Mercedes-Benz dealer, in September. So UBTECH books unit sales either way. Yongda's return on the 400 depends on later resale or leasing, and on whether the robots help sell cars, not only on showroom visitors buying a robot. Until resale or leasing numbers appear, 400 showroom U1s are closer to a sales channel and marketing than proof of consumer demand.

More on UBTech and humanoid robots.

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Summarized by Servospace from the sources above, drafted with AI help and checked against those sources before publishing. Claims are the companies' or outlets' unless we say otherwise. How we work.

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