Summary · why it matters
On the afternoon of August 11, the humanoid robot concept rallied again. Greatoo Intelligent and Beite Technology shot up to their daily limit up. Siling Zhiqu rose over 17 percent, while Ruidi Zhiqu, Hechuan Technology, Ampron, and Fengguang Precision followed with gains. On the news front, industry leader Unitree Technology disclosed online subscription details and the winning rate for its IPO. The final online winning rate was 0.01809759 percent, a record low for the STAR Market. The issue price was 150.80 yuan per share, with a market capitalization of about 61 billion yuan upon listing. The number of valid subscription accounts hit a new high for the STAR Market. As the first listed humanoid robot company, its IPO pricing exceeded market expectations and is expected to drive a revaluation of the sector. A research report from Guolian Minsheng Securities noted 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 sharp correction in the sector has released earlier valuation pressure, but commercialization progress, capital investment, and product iteration on the industrial side are still accelerating. Fundamentals are temporarily diverging from stock prices, and the report suggests seizing the medium- to long-term allocation window presented by the pullback.
Greatoo Inc
Shenzhen Ampron Technology Co., Ltd.
Zhejiang Sling Automobile Bearing Co., Ltd.
Reach Machinery Co., Ltd.
Guolian Securities Co Ltd
Shanghai Beite Technology Co
Zhejiang He Chuan Technology Corp. Ltd. A
Yushu Technology