On the afternoon of August 11, humanoid robot concept stocks surged, with Greatoo Intelligent and Beite Technology hitting their daily limit up in a straight line, while Huazhong CNC, Zhongda Leader, and Keda Li followed with gains. News-wise, leading general-purpose robot company Unitree Technology disclosed an online subscription rate of just 0.01809759%, a new low for the STAR Market. Its issue price was 150.80 yuan per share, with a market capitalization of approximately 61 billion yuan at issuance, and the number of valid subscription accounts hit a new high for the STAR Market. As the first humanoid robot stock, its IPO pricing exceeded market expectations and is expected to drive a revaluation of the sector. A research report from Guolian Minsheng pointed out that the humanoid robot industry is entering a phase driven by three factors: accelerating mass production, expanding application scenarios, and upgrading embodied intelligence. The recent sector pullback has released valuation pressure, but commercialization progress and capital investment on the industry side are still accelerating. The report suggests seizing the medium- to long-term allocation window brought by the pullback.
Greatoo Inc
Shenzhen Kedali Industry Co Ltd
Ningbo ZhongDa Leader Intelligent Transmission Co Ltd
Wuhan Huazhong Numerical Control Co Ltd
Guolian Securities Co Ltd
Shanghai Beite Technology Co
Yushu Technology