Walker S2

Walker S2 is UBTECH’s industrial Walker-generation humanoid (S‑series) introduced mid‑2025 as the company’s factory‑grade variant, distinct from earlier Walker S/S1 service and pilot-line models. Its defining feature is an autonomous hot‑swappable dual‑battery system that lets the robot replace its own pack in roughly three minutes, enabling near‑continuous shifts without human intervention. UBTECH equips S2 with its BrainNet 2.0 and “Co‑Agent” stack for multi‑robot coordination across production tasks. (szns.gov.cn)

From July–November 2025, S2 moves quickly from first public demo to contracts and production. UBTECH showcases the self‑swap capability (July 17, 2025), then reports a record CNY 250M order in early September, wins a CNY 159M Zigong data‑center procurement in early November, and on November 17 announces the start of mass production and deliveries with year‑to‑date orders exceeding CNY 800M and capacity targets of 5,000 units in 2026 and 10,000 in 2027. Days later, a SCMP‑reported CNY 264M (US$37M) border‑crossing contract in Guangxi highlights a non‑factory deployment path, and in January 2026 Airbus confirms it has purchased Walker S2 units for evaluation in aircraft manufacturing. (cnevpost.com)