The tech and financial circles have recently been completely overwhelmed by a company!
Unitree Robotics, which holds nearly 70% of the global quadruped robot (robot dog) market share and is expected to ship over 5,500 humanoid robots in 2025 (securing the global first place), has officially completed the registration for its IPO on the Star Market!
It took about 104 days from application to effective registration, a speed that seems to be on a fast track. Tomorrow (August 5) is the preliminary inquiry day for institutions, and online subscription begins on August 10.
Today, let's take a closer look at how this “one of the few companies in the world that can scale profitably before going public” humanoid robot giant is so hardcore, and how the brothers in the crypto circle are strategically positioning themselves to benefit from the highly scarce “embodied intelligence” dividends!
1. What makes Unitree Robotics “number one in the world”?
Many people think of humanoid robots and immediately think of Tesla's Optimus or Boston Dynamics, but when it comes to commercial landing and shipment volume, Unitree is the “undisputed king” quietly raking in profits.
Cash cow start (robot dog): Unitree started with the Go series consumer-grade robot dogs (the Go2 starts at about $1,600), with cumulative sales exceeding 30,000 units, and it directly dominates the global market share at 60%-70%.
“Cost-cutting strike” in the humanoid track: Its G1 humanoid robot has an overseas selling price of only $13,000 - $27,000, which has drastically undercut similar Western products priced in the tens or even hundreds of thousands of dollars! In 2025, its humanoid robot shipment will exceed 5,500 units, making it the best-selling humanoid robot brand globally.
Scary financial performance: In 2025, the company’s revenue reached 1.699 ~ 1.708 billion RMB (an increase of over 300%), with a non-net profit soaring to 591 million RMB, and the gross profit margin has consistently maintained around 60%! This is nothing short of a miracle in the loss-riddled hard tech field.
2. Starting valuation at 42 billion, institutions see as high as 100 billion!
According to the prospectus estimate, Unitree plans to publicly issue approximately 40.4464 million shares, raising 4.202 billion RMB, which corresponds to an estimated issuance valuation (market capitalization) of about 42 billion RMB (with a base price of about 103.9-104 RMB/share).
This corresponds to a static PE of about 70 times in 2025. Considering that it is the only pure “embodied intelligence + robot body” leader in the A-share market, major institutions are very optimistic about the post-listing valuation, with CCB International even giving a target expectation of 109 billion RMB, and the market generally expects the post-listing market capitalization to be between 60 billion - 100 billion RMB.
3. Can’t buy A shares? Pre-market perpetual contracts let you leverage directly!
It is well-known that A-share Star Market new listings come with a strict asset threshold of 500,000 RMB and market value requirements, and retail investors cannot buy before the listing. But the crypto market is never short of innovation!
If you want to speculate on the premium of Unitree Robotics after its listing in advance, overseas pre-market trading platforms have already prepared tools for you:
Bybit Pre-market Trading: The Bybit pre-market trading platform has officially launched the UNITREEUSDT perpetual contract on August 3, 2026, at 3:00 UTC!
This means that even if you don’t have a Star Market account, you can use stablecoins to go long or short on Unitree Robotics' implied market value in the pre-market, enjoying the market pricing benefit before the IPO!
4. Get involved in three easy steps!
Want to get ahead with the tech giant’s pre-market perpetual contracts? Quickly register through the exclusive channel to experience it:
1. Exclusive direct channel:
https://jump.do/zh-Hans/xlink-proxy?id=15
2. Chinese exclusive privilege invitation code: 34429
💡 Summary by Old Bird
As a source of pride for China in the global robot field, Unitree Robotics, with its full-stack self-research and excellent cost control, has built a very deep economic moat.
The pre-market perpetual contracts track the implied market reference price, and the leverage is quite high, with extreme volatility! Tomorrow (August 5), after the preliminary inquiry results come out, the price may fluctuate dramatically, so make sure to manage your positions and leverage carefully; safety first!
Do you believe Unitree Robotics will hit a market capitalization of 100 billion after going public? Will you set up in the pre-market contracts in advance? Feel free to share your thoughts in the comments!
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Disclaimer: The above content is purely an analysis based on public prospectus and market information and does not constitute any specific investment advice. Pre-market perpetual contracts are high-risk derivatives and can easily result in capital loss. Please make independent decisions based on your own risk tolerance.
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