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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 Planet Daily reported that "White-Haired Stock God" Serenity stated that Unitree (688836) surged 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 through Churchill Capital Corp XI (CCXI), with a pre-money valuation of approximately $2.5 billion. Tesla's market capitalization has exceeded $1 trillion, but the Optimus humanoid robot business is only a part of this giant company.

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