宇树科技,上新!
证券时报·2025-08-05 15:14

Core Viewpoint - Unitree Technology has launched new robotic products, including the four-legged robot Unitree A2 and the humanoid robot Unitree R1, which are positioned to enhance the company's market presence and drive further commercialization in the robotics industry [2][4][6]. Product Launches - On August 5, Unitree Technology introduced the Unitree A2, a four-legged robot weighing approximately 37 kg, with a range of 20 km and a maximum speed of 5 m/s. It can carry a person weighing up to 100 kg and is designed for industry applications [2]. - The Unitree R1 humanoid robot was released on July 25, featuring a low starting price of 39,900 yuan, a weight of about 25 kg, and 26 joints. It supports voice and image recognition, showcasing various movements [4][5]. Market Positioning - Unitree R1's pricing strategy is seen as a disruptive move in the humanoid robot market, potentially accelerating price reductions and product optimizations across the industry, making advanced robotics more accessible to consumers and developers [5]. - The company has established a diverse product lineup, including various models of four-legged robots and humanoid robots, positioning itself for scalable growth in the robotics market [5][6]. Financial Performance - As of June, Unitree Technology reported a revenue exceeding 1 billion yuan for the 2024 fiscal year, marking significant growth and establishing itself as one of the few profitable companies in the robotics sector [6]. - The Unitree Go1 four-legged robot has achieved over 50,000 units sold, capturing more than 60% of the global consumer quadruped robot market [6]. IPO and Future Prospects - Unitree Technology is preparing for an IPO, with plans to submit listing application documents as early as October, which could enhance its funding capabilities for research and development [6][7]. - Analysts believe that the IPO could shift the market focus from speculative investments to performance-based evaluations, potentially benefiting leading companies like Unitree and fostering collaboration within the robotics industry [7].