Chinese robotics firm Ubtech Robotics will hold its first extraordinary general meeting of the year on March 10, 2026, in Shenzhen. The announcement comes as the company’s shares face significant downward pressure, reflecting broader volatility within the robotics and automation sector.
Operational Expansion and Cost Strategy
On the operational front, Ubtech is pursuing an aggressive scaling strategy. Production of its industrial humanoid robot, the Walker S2, is slated for 5,000 units in 2026, with plans to double that manufacturing capacity to 10,000 units by 2027. The model features an autonomous battery-swapping function designed to enable continuous operation. According to company projections, these systems, through continuous learning in deployment, are expected to achieve approximately 80% of human productivity levels by 2027.
A key component of its cost structure is supply chain localization. The company has shifted about 90% of its supply chain to China, a move that is reportedly reducing manufacturing costs by 20 to 30 percent annually. The firm’s industrial order book had already surpassed 1.4 billion yuan in 2025.
Shareholder Meeting Agenda and Eligibility
A primary item on the meeting’s agenda is seeking shareholder approval for a substantial acquisition. The company intends to purchase a significant stake in Zhejiang Fenglong Electric.
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Eligibility for participation and voting at the gathering is determined by a record period running from March 5 to March 10, 2026. This applies specifically to holders of the company’s H-shares listed in Hong Kong. Investors wishing to take part must ensure any pending share transfers are settled by March 4, 2026.
Shares Under Pressure in Volatile Market
The scheduling of the shareholder meeting coincides with a challenging period for the stock. In the final week of February 2026, Ubtech’s equity declined by 12.32%. This trend was mirrored by other automation stocks listed in Hong Kong, indicating sector-wide headwinds. Capital-intensive technology projects like those in robotics are currently facing pressure from macroeconomic uncertainties and more cautious investor sentiment.
The March assembly will serve as a critical test of shareholder confidence in the company’s strategic direction, particularly concerning its proposed acquisition.
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