Unitree just IPO'd at a $9.04 billion valuation, two days after the US FCC banned Chinese humanoid robots. In this video, we break down how this defiant capital-markets move makes Unitree the first humanoid-robot stock, backed by DeepSeek's $20.8 million stake, and what it means for the global race. Chapters: 00:00 Defying the Ban 00:16 Unitree Leads the Pack 00:32 Market Confidence 00:48 Why the Ban Didn't Stop Unitree 01:03 Global Humanoid Robot Market Share 01:13 Unitree 2025 Revenue & Margin 01:27 A Landmark for the Sector 01:39 Global Humanoid Robot Market Share 01:55 Surviving the Ban 02:10 Unitree's 2025 Performance 02:26 Priced at 150.8 yuan 02:42 A Statement 02:57 Market Confidence 03:11 DeepSeek's $20M Bet 03:27 AI Meets Robotics 03:43 Embodied AI Begins 03:59 The playing field tilts 04:14 Proxy war 04:30 Unitree's Global Footprint 04:46 US Startups' Dilemma 05:02 Political Pressure Mounts 05:18 Global Supply Chain Shift 05:34 The Race Intensifies Sources & further reading: • Unitree Fast-Tracks Shanghai IPO With Target Valuation of $6.2 Billion - Caixin Global — https://www.caixinglobal.com/2026-05-26/unitree-fast-tracks-shanghai-ipo-with-target-valuation-of-62-billion-102447449.html • Unitree Robotics IPO timeline confirmed: listing date, valuation, and everything investors need to know - Odaily — https://www.odaily.news/en/post/5212321 • Unitree Stock & IPO 2026: Valuation, Risks & Bull Case | TMB — https://techmarketbriefs.com/pre-ipo/unitree • Chinese humanoid robot maker Unitree prices IPO at $9 ... — https://www.cnbc.com/2026/08/06/chinese-humanoid-robot-maker-unitree-prices-ipo-at-9-billion-valuation.html • A Complete Guide To Unitree Robotics’ 2026 IPO, Why It Matters For STAR Market ETF KSTR & Humanoid Robotics ETF KOID - KraneShares — https://kraneshares.com/a-complete-guide-to-unitree-robotics-2026-ipo-why-it-matters- • Unitree Robotics to launch STAR Market IPO — https://www.facebook.com/InvestinginChina/posts/unitree-robotics-has-launched-its-ipo-and-listing-on-the-star-market-of-the-shan/1084847474128828 • Unitree's IPO Will Set The First Public Robot Valuation Benchmark — https://www.forbes.com/sites/jonmarkman/2026/07/30/unitrees-ipo-will-set-the-first-public-robot-valuation-benchmark • Instagram — https://www.instagram.com/reel/DWOty2sAr5c?hl=en












