company
Chinese robotics maker (Hangzhou Yushu Technology) known for its G1 and H-series humanoid and quadruped robots, listed on Shanghai's STAR Market.
No evidence-backed relationships are recorded.
China's locomotion stack closed a human gap in about a year. It closed it in events that take out perception, grasping and anything unrehearsed, which is most of a deployment.
Perspective Coverage
5 publishersReality
Three down sessions took the stock back toward what a Chinese listing normally does on day one. The valuation it is falling from has barely moved.
Perspective Coverage
3 publishersReality
Olivier Laflamme walked an unpaired Bluetooth write up to root on the G1 EDU's Locomotion PC by way of a Unitree cloud API that decrypted key material for any logged-in account. Unitree fixed that check in July, but no patched firmware has been named.
Perspective Coverage
4 publishersReality
Fortune has the stock down as much as 10%, to about HK$44, valuing the fast-fashion group near Ralph Lauren, in the same season Shanghai handed CXMT a 466% first day and Unitree about 629%.
Perspective Coverage
7 publishersReality
The AI chipmaker's shares closed 179 percent above the offer price on Shanghai's Star Market, and the revenue behind that valuation came almost entirely from Tencent, which owns 20 percent of the company and buys most of its chips.
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Figure's software finished 56% of chores in 30 unfamiliar homes, Boston Dynamics began training Atlas inside a Hyundai plant, and Unitree priced a 22-joint hand at $6,500.
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The International Federation of Robotics counted humanoids as their own category for the first time and found about 7,000 sold worldwide last year, most of them to research institutions and AI developers buying machines to generate training data.
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Celltrion Healthcare's 1.0088 trillion won in 2017 still stands alone, and Yanolja, Viva Republica and Galaxy Corporation are all pursuing US listings while KOSDAQ turnover runs at less than half January's.
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The 80% workload figure came from a technician rather than from Meta, and the arm that would deliver it still cannot match human speed, which makes this a pilot worth pricing rather than a substitution worth modelling.
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Humanoid locomotion is rehearsed and it films well. The manipulation figure in the published record is 85% success on five tasks with 25 objects. A household or warehouse pilot has to clear that bar on its own objects.
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JoyIn, a 20-person robotics team in Suzhou with Ant Group backing, says OpenAI distilled its research framing and copied its launch page. The startup is going to court over the two assets any rival could rebuild.
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The robotics office Samsung created in July has a single executive running both the drivetrain team and the perception team, which is a cheap piece of optionality against Chinese rivals who took more than 97 percent of first-half humanoid shipments.
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State money is arriving faster than autonomy, and inside the training centres the unit of production is still a human hour rather than a robot hour, which is what actually sets the price of the data.
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Retail-driven Shanghai is now where domestic memory and humanoid programmes raise equity. The first-day pops describe the allocation, not the fab. CXMT's revenue line is the number worth reading.
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Chinese issuers are raising money into a domestic bid that then multiplies it by five, which says more about rationed supply than about durable AI earnings. Shein, the non-AI name in the queue, got the residual.
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Counterpoint puts five Chinese makers at 86% of the 22,000 humanoids shipped in the first half of 2026. That is the cost curve the Covered List and the new tariffs do not touch while they reprice US bills of materials.
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The Information puts SoftBank in talks for a majority stake in 1X. The shipment boom cited as context belongs mostly to two Chinese firms, and 1X is not one of them.
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Sprint records come out of motors and simulation. The dexterity events at the World Humanoid Robot Games test the one thing neither of those solves, and a very large field now has to chase them.
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Unitree's $66 billion valuation lost nearly half its value in a week, and robot brains still lack the data to justify the hype.
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A 45% slide from a 460% debut reads like a verdict on humanoid robots. The arithmetic says the market has not yet finished disagreeing with the offer price.
Reality
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