UBTech's Strategic Acquisition in China's Robotics Market
On December 25, 2025, UBTech Robotics Corp. Ltd. announced a bold move to cement its place in China's booming robotics market. The Shenzhen-based company, already a leader in humanoid robots since its founding in 2012, agreed to buy a 43% stake in Zhejiang Fenglong Electric Co. Ltd., a Shenzhen-listed auto parts firm. The deal, valued at 1.665 billion yuan or about $237 million, comes at a 10% discount to Fenglong's recent closing price of 17.72 yuan per share.
UBTech, traded on the Hong Kong Stock Exchange, has made waves with its Walker series of humanoid robots. Their latest, the Walker S2, debuted at the World Robot Conference in Beijing earlier this year, showcasing advanced industrial capabilities like precise manipulation and collaboration with humans. But accessing mainland China's A-share market has been a hurdle for the company. This acquisition provides that foothold, allowing UBTech to tap deeper into domestic funding and expand production.
The move signals confidence in humanoid robotics amid surging global investment. As factories automate and labor shortages grow, robots like Walker S2 could transform industries from manufacturing to logistics. UBTech's strategy blends hardware innovation with smart business plays, positioning it to lead the next wave of robotic workers.
Trading in Fenglong's shares resumed after a halt, jumping to the daily limit. For UBTech, this could accelerate deployments of their bots in real-world settings, bringing sci-fi visions a step closer to everyday reality.