Surging Unitree stock highlights investor appetite for physical AI
China holds more than 97pc of the burgeoning market despite lacking big budget VC attention. Read more: Surging Unitree stock highlights investor appetite for physical AI
Unitree Robotics, China's first publicly listed humanoid robot maker, has seen its shares surge 460% after raising $904m in its IPO. The company, which holds over 97% of the Chinese humanoid robotics market, plans to invest $62m from the IPO proceeds into research, innovation and manufacturing. About 20% of the offering was allocated to private investors, including AI research lab DeepSeek and state-owned enterprises.
Unitree reported revenue of 1.70bn yuan in 2025, up from 392.77bn yuan in 2024, with humanoid robot shipments exceeding 5,500 units. The sector is expected to grow from $5.5bn this year to over $50bn by 2035, driven by advancements in physical AI and increasing demand for industrial automation. China's advantage in the sector is attributed to its extensive network of component manufacturers and production capacity, as well as government support.
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