Unitree Robotics IPO roadshow: founder Wang Xingxing warns off speculation; experts say humanoid robot industry may face brutal elimination race

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โดย 红星资本局·CN·Read original
Summary · why it matters

During the online roadshow for its IPO on the STAR Market, Unitree Robotics founder Wang Xingxing responded to stock price speculation risks by saying he hopes investors will buy shares because they believe in the company's value, not for speculation. As the first pure-play humanoid robot stock on the A-share market, Unitree's listing is seen as setting a valuation anchor for the entire embodied intelligence industry, directly influencing the valuation logic and listing pace of other companies. Meanwhile, already-listed humanoid robot firms are experiencing extreme divergence. UBTECH Robotics saw its share price swing nearly 70 percent in half a year, with cumulative losses exceeding 5 billion yuan over six years. Several other listed robotics companies, including SIASUN, EFORT, and Seegrid, also face the dilemma of rising revenue but falling profits, or even persistent losses. Angel investor Guo Tao pointed out that the probability of Unitree's share price peaking around its listing is extremely high. If industrial application deployment falls short of expectations, the high-valuation bubble will continue to burst. The industry widely believes that Unitree's listing will accelerate the capitalization process, but it also forces all players' valuation logic to face a severe test of shifting from hype to substance, potentially triggering a new round of brutal elimination in the humanoid robot sector.

Impact on stocks 4

Robotics & Physical AI▼ · 1 stocks
UBTECH Robotics Corp Ltd
9880
▼ NegativeCompetitionrelevance

Unitree's listing sets a valuation anchor and may trigger a brutal elimination race, pressuring UBTECH's valuation and market position.

Others▼ · 3 stocks
Yushu Technology
688836
± MixedCapitalrelevance

IPO roadshow addresses speculation risks; listing sets valuation anchor but future performance uncertain.

Theme Impact 1

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