68 688836.SS Unitree Robotics Loading... : Bullish and Bearish Analyst Opinions

Unitree's IPO was oversubscribed 5,500% and shares rose 542% on day one, but Ejaaz sees overhype because 40-60% of its humanoid robots have been sold only for research, not practical use. That makes recurring revenue questionable and the market dynamics look inflated with risk of a pullback.

Unitree's successful Shanghai market debut made it China's first listed humanoid robot company, giving it first-mover and scarcity exposure to humanoid robot commercialization.

Unitree Robotics had an explosive Shanghai debut as a profitable humanoid robot maker with strategic-sector backing and massive retail demand, but the stock faded from intraday highs as investors turned skittish over a trailing P/E of 1200 and a 19% first-half profit decline from heavy R&D spending.

Becky Quick highlights Unitree Robotics as a newly public Chinese humanoid and quadruped robot maker whose Shanghai IPO surged more than 460%, giving it a roughly $50 billion market value. She notes Unitree shipped over 5,500 humanoid robots and 33,000 quadruped robots last year, DeepSeek is a strategic investor planning to integrate its AI models, and the robots' acrobatic abilities make China a potential challenger to U.S. humanoid robotics.

Unitree Robotics had a stunning Shanghai IPO, surging as much as 630% and closing 460% higher. The company raised $900 million and has company-specific strengths: it shipped 5,500 humanoid robots last year versus Tesla's zero Optimus shipments, is one of the few profitable companies in its sector with $41 million profit on $250 million revenue, attracted strategic investors including Alibaba, Tencent, DeepSeek and state companies, and is widely viewed as a humanoid robot leader.

Unitree's IPO was wildly oversubscribed and the company is a play on the new investable frontier of humanoid robots. He says if you want to own that robot company it is called Unitree, and emphasizes that you now can long robots rather than only social media.

China is the global leader in humanoid robots, with about 70% share of humanoid robots and roughly 97% of production, up from 85-90% last year, supported by fast adoption in high-complexity manufacturing; this underpins excitement around Unitree Robotics' 629% Shanghai IPO debut.

Unitree's Shanghai IPO surged as the first publicly listed humanoid robotics maker in mainland China; the sector is at an inflection point with global shipments expected to grow from about 60,000 this year to 1.7 million by 2030, and Unitree is one of the few profitable companies, has DeepSeek investment, and can expand outside the US despite restrictions.

Unitree Robotics is a bright spot after its Shanghai IPO opened as much as 630% higher, raising about $900 million and making it the first publicly traded humanoid robotics company in China with a significant role in the US-China AI race.

Unitree stands out for manufacturing efficiency, cost control and vertical integration, and shares components and technology across two robot platforms. Its strategic alliance with DeepSeek could be a game changer for the AI brain phase, positioning it as a leading humanoid player as production scales and prices drop.

Unitree Robotics is expected to have a very strong first-day performance and a massive pop upon its IPO, driven by exponential demand expectations for robots and the current trend of massive first-day pops for Chinese tech IPOs.

Watch 688836 as the newly public pure-play humanoid benchmark; its explosive debut suggests strong demand for humanoid exposure, but the author discloses no position.

Unitree Robotics is listing in China today and is expected to surge after listing. Lee points to the recently released humanoid prototype that jumps 2 meters vertically and runs 100 meters in about 7.9 seconds, and to the robot Olympics opening in China today, arguing the company timed the IPO to maximize attention and stock momentum.

Unitree, a Chinese robotics company, is listing on the STAR board at a valuation lower than market expectations (around 8.5 trillion won vs. earlier 10T+ estimates). The pattern of cheaply priced STAR IPOs followed by post‑listing surges has been repeated (e.g., CXMT), so the stock is likely to rally sharply after listing.

Unitree Robotics, China's leading humanoid robot company, is about to IPO on the STAR board with a valuation of 13 trillion KRW. The company has already turned profitable, revenue grew 40.5% YoY, and the pre-IPO grey market already values it near 50 trillion KRW, suggesting a potential 3x upside from the IPO price. Long-term market forecasts imply significant further upside if it maintains market share.

The Chinese robotics company Unitree is going public on the STAR market at a relatively low valuation of around 8.5 trillion KRW. Similar to CXMT's IPO, this conservative pricing is highly likely to lead to a significant stock price surge post-listing.