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Unitree
5 CÈ pieces since 11 May 2026: 4 intel items, 1 essay. Newest first. All companies →
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Who actually buys a humanoid? China took 97% of H1 shipments, 19,100 units
Global humanoid shipments reached 19,100 units in the first half, more than triple the 5,100 a year earlier. Agibot took 44% and Unitree 31%, with Chinese buyers absorbing over 85% of demand.
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China ships 85% of the world's humanoid robots; the FCC just closed the American border
The FCC barred imports of foreign-made humanoid and quadruped robots on national-security grounds. Of roughly 15,000 humanoids shipped globally in 2025, Unitree and AGIBOT each moved more than 5,000; Tesla and Figure each shipped a few hundred.
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Embodied AI moves from demo to balance sheet: Unitree clears a $619M Shanghai STAR IPO as capital floods China robotics
China's Unitree won regulatory approval for a roughly $619 million Shanghai STAR Market listing, the first pure-play humanoid maker to go public, with proceeds earmarked heavily for embodied-AI research as venture money pours into the sector.
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Venture capital floods China's robot makers; Unitree clears a $619M Shanghai IPO in 73 days
China's securities regulator approved Unitree's STAR Market IPO on July 3, clearing review in a record 73 days. The listing targets about 4.2 billion yuan, roughly $619 million; humanoids reached 51.5% of Unitree's revenue in the first nine months of 2025.
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The humanoid robot moment landed in Shenzhen. The first SEA buyers are warehouses in Johor.
Unitree opened UniStore on May 7, the first developer marketplace for humanoid robots, with 1,200 developers and 237 apps at launch. The R1 retails at US$4,900. The math works first in regional logistics, not in CBD towers.