Unitree listing ignites robot market; funds focus on upstream dexterous hand supply chain

English summary

### Unitree listing ignites robot market; funds focus on upstream dexterous hand supply chain Time: 2026-07-31 17:44:41 Content: Last night, Unitree Technology's announcement ignited the entire robot track. The A-share 'first humanoid robot stock' is officially set: online and offline subscription on August 10, stock code 688836. At the same time, Unitree Technology disclosed its H1 revenue of 1.052 billion to 1.128 billion yuan, a year-on-year increase of over 35%. Performance remains objective, and the first humanoid robot stock supports the robot market with its gold content. Today, the market directly responded with a surge. The robot index rose nearly 6%, with leading stocks hitting limit-up in batches. Meanwhile, Google DeepMind threw another bomb: Gemini Robotics 2 was officially released, achieving for the first time whole-body control of a humanoid robot from head to toe. From upper body to whole body, from lab to production line, catalysts in the robot track are intensifying. But what is truly worth digging into is not the complete machine, but the upstream.