[Guosheng Machinery & Robotics] Be More Optimistic in August, Gradually Go Long on Three Camps and Three Main Lines

English summary

### [Guosheng Machinery & Robotics] Be More Optimistic in August, Gradually Go Long on Three Camps and Three Main Lines Time: 2026-07-31 11:34:18 Content: [Guosheng Machinery & Robotics] Be More Optimistic in August, Gradually Go Long on Three Camps and Three Main Lines 1️⃣ Unitree Technology's subscription is on August 10, expected to list on the STAR Market by the end of this month at the earliest. Unitree's listing fires the first shot, #the second half of the year kicks off the IPO wave for domestic robotics companies. 2️⃣ The index has entered a bottom range, and a rebound needs new main lines to lead. The robotics sector has fallen below the annual line since February 2026, with a pullback of 4-50%, but both industrial progress and capital actions will accelerate in the second half of the year; 3️⃣ The data flywheel has started spinning. #Google DeepMind launched the Gemini Robotics model, which together with Tesla FSD and NVIDIA GR00T forms the three major world models in North America. About 100 hours of robot data requires roughly 100,000-120,000 robots, and #large-scale data collection is the necessary path for embodied models to mature.…