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Shares of the Chinese industrial robot manufacturer surged after it announced that Airbus has purchased its industrial-grade humanoid robot, Walker S2, marking its debut in aerospace manufacturing. The company’s stock remained strong throughout the day, ending up 8.6% at HKD 144.7 (roughly $18.60).
Last week, it revealed a new partnership with Airbus through a service cooperation agreement for humanoid robots. Airbus will not only acquire Walker S2 but also collaborate with the company to explore further applications of humanoid robots in aircraft production.
This partnership underscores the company’s efforts to broaden the industrial deployment of humanoid robots, with aerospace manufacturing now becoming its fifth key application sector, following automotive manufacturing, electronics assembly, logistics, and semiconductor production.
While specific details remain undisclosed, the company disclosed that last year, the total value of its humanoid robot orders exceeded 1.4 billion yuan (about $200 million). It also anticipates its industrial humanoid robot production capacity to reach 10,000 units annually by 2026.
The company aims to work with additional partners to develop an industrial ecosystem, broaden the use cases for their humanoid robots, and accelerate technological advancements through real-world applications.
The Walker S2, introduced in July last year, is a full-sized industrial humanoid robot that entered mass production in November. It is purpose-built for smart manufacturing, enabling human-robot collaboration within complex factory environments, including tasks like handling and assembly. Besides Airbus, current clients include BYD, Texas Instruments, Foxconn, and SF Express.
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