Unitree Robotics August Expectations and Preview of Key Catalyst Targets

English summary

### Unitree Robotics August Expectations and Preview of Key Catalyst Targets

Time: 2026-07-30 13:26:14

Content: (For reference only)

I. IPO latest progress & time window validation: Unitree had its registration effective on the STAR Market with the CSRC on July 2, 2026, with a 12-month validity period; it took only 104 days from acceptance, review to registration, one of the fastest cases on the STAR Market hard technology green channel. Complete remaining process: underwriting plan filing → publication of prospectus for tendering → institutional preliminary inquiry → pricing → subscription → listing. Market expectations: formal preliminary inquiry in early August, listing in mid-to-late August. Conservative: mid-to-late August, issued opportunistically based on market conditions, not delayed to September. This catalyst is divided into three waves: pre-inquiry expectation speculation → inquiry pricing landing → post-listing valuation revaluation, currently in the first wave of expectation window.

II. Core logic for this round of positives: 1. Identity benchmark: the first humanoid robot target in A-shares with scale profitability, 2025 net profit 278 million yuan, leading commercialization, and after listing will provide a valuation anchor for parts in the entire field; 2. ...