en.Wedoany.com Reported - The consumer-grade humanoid robot market has a new player. Hong Kong-listed Dobot announced it will launch the next-generation companion interactive AI humanoid robot, designed specifically for home scenarios, marking a strategic step for Dobot to expand from B-end industrial and commercial markets to the C-end household consumer market.
Dobot stated that this new product is no longer a simple replication of actions, but enables the robot to truly understand the physical world—seeing spaces, distinguishing objects, and planning paths. It can perceive emotions, synchronize habits, and proactively serve, described as a "life partner" integrated into daily life. The robot has a friendly and cute appearance with smooth and natural voice interaction. Dobot has set a new standard from "mechanical imitation" to "deep understanding."
Compared to UBTECH's U1, Dobot's new product makes differentiated choices in product form and core track. In Dobot's publicly released promotional video for the new product, the companion interactive AI humanoid robot does not use bionic skin but instead uses an LED display as the interactive interface. UBTECH U1's advantage lies in emotional value, while Dobot focuses more on emotional value. UBTECH U1 began pre-sales on JD.com on June 2, with a deposit of 3,000 yuan, offering two customized models for men and women: the male model is 183cm tall and weighs 42kg, while the female model is 168cm tall and weighs 35.2kg, supporting full-dimension makeup customization including eyeshadow, blush, and lip makeup.
The market responded quickly. UBTECH officially announced that pre-sales of the ultra-bionic humanoid robot U1 exceeded 3,800 units in 10 days, with deposit revenue alone exceeding 10 million yuan.
As a compensation for its appearance disadvantage, Dobot's companion interactive AI humanoid robot will be equipped with its fully self-developed "Kongyi DobotWAM" embodied large model. This model ranks first on the internationally authoritative embodied intelligence benchmark LIBERO with an average success rate of 99.25%, achieving 99/100 in the Spatial, Goal, and LIBERO-10 suites, outperforming public models such as π0.5, π0, GR00T-N1.5, and π0+FAST.
As of now, neither UBTECH nor Dobot has publicly demonstrated their companion humanoid robot new products offline to the media. UBTECH officially announced that it will hold a global launch event for the U1 in Shenzhen on June 30.
Public information shows that Shenzhen Dobot Technology Co., Ltd. is a globally leading provider of collaborative robots and embodied intelligent solutions, known as "China's first collaborative robot stock." The company adheres to a dual-wheel drive strategy of "intelligent upgrade of collaborative robots and innovation of embodied intelligent robots," creating a full-form embodied intelligent product system of "robotic arms + humanoid robots + multi-legged robots."
According to its 2025 financial report, Dobot achieved operating revenue of 492 million yuan, a year-on-year increase of 31.7%; gross profit of 227 million yuan, up 30.3% year-on-year; and a net loss of 84.047 million yuan, narrowing by 11.9% year-on-year. Full-year R&D expenses reached 115 million yuan, up 59.7% year-on-year, with 39.3% invested in the embodied intelligence field. In 2025, collaborative robot shipments ranked first globally, with six-axis collaborative robot revenue reaching 302 million yuan, up 44.7% year-on-year, accounting for 61.4% of total revenue; embodied intelligent robot business achieved revenue of 20.042 million yuan, up 419% year-on-year. The company's products have served over 80 Fortune Global 500 companies worldwide, covering 15 major industries including automotive new energy, 3C electronics, and semiconductors.
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