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Serenity: Unitree's Listing Provides a Valuation Benchmark for Humanoid Robot Companies in the Public Market

2026-08-19 03:01

Odaily reported that "White-Haired Stock God" Serenity stated that Unitree (688836) surged significantly after its listing, providing an important valuation benchmark for humanoid robot companies in the public market. As a reference, Agility Robotics, backed by NVIDIA, Amazon, and others, plans to go public via Churchill Capital Corp XI (CCXI), with a pre-money valuation of approximately $2.5 billion. Tesla's market cap has already exceeded $1 trillion, but the Optimus humanoid robot business is only a part of this sprawling company.

Serenity noted that Unitree's performance demonstrates that public market demand for "pure-play humanoid robot targets" is far higher than many had previously anticipated.