From：Internet Info Agency 2026-08-02 16:41:00
On July 30, 2026, Unitree Technology Co., Ltd. disclosed its preliminary prospectus and announcement regarding the offering arrangements for its initial public offering (IPO) on the Shanghai Stock Exchange’s STAR Market, officially launching its A-share listing process. The book-building period is scheduled for August 5, with simultaneous online and offline subscription on August 10, and the payment deadline set for August 12. The company plans to issue 40,446,434 new shares, representing 10% of its post-offering total share capital, with all shares being newly issued and no existing shareholders selling their stakes. Concurrently, Unitree released its earnings guidance for the first half of 2026, forecasting revenue between RMB 1.052 billion and RMB 1.128 billion, an increase of 35.62% to 45.41% year-over-year. Net profit attributable to shareholders is expected to range from RMB 258 million to RMB 306 million, while non-GAAP net profit is projected at RMB 236 million to RMB 283 million, reflecting a significant narrowing in the year-over-year decline compared to Q1. The company cautioned that future growth rates may moderate due to an expanding revenue base and intensifying industry competition. Meanwhile, Zhiyuan Innovation (Shanghai) Technology Co., Ltd. has initiated its Hong Kong IPO process but has not yet disclosed its sponsors, filing timeline, or fundraising target. Market sources indicate it could list as early as August 2026, with cornerstone investors currently valuing the company at HK$40–50 billion. As of June 2026, Zhiyuan had cumulatively shipped 15,000 embodied intelligent robots, including over 5,100 units in 2025. Since its founding three years ago, the company’s revenue has surged from RMB 300,000 to over RMB 1 billion in 2025, with its products achieving large-scale deployment in 3C manufacturing and industrial production lines. On July 28, 2026, the U.S. Federal Communications Commission (FCC) issued a new rule banning the import of newly manufactured humanoid and quadruped robots from China and restricting imports of connected power inverters. The ban applies only to new models that have not yet received FCC certification; previously certified and marketed models remain unaffected for now, though the FCC reserves the right to revoke their market access authorization. According to Reuters, citing informed sources, exemptions may later be granted to non-Chinese manufacturers, meaning the practical impact will primarily fall on Chinese enterprises. BYD’s first humanoid robot is set to make its public debut in early August 2026 at the Di Space in Zhengzhou. Previously, Li Ke, Executive Vice President of BYD Group, confirmed the company is developing humanoid robots, leveraging its automotive expertise in AI, motors, batteries, and electronic control systems to achieve cost advantages. Plans indicate that each of BYD’s offline stores will deploy two to three humanoid robots to handle greeting, product explanation, and demonstrations, with mass rollout expected within one to two years. On July 30, Moja Robotics announced that its global cumulative deliveries have surpassed 2,000 units, with operations spanning over 60 countries and regions. Its international expansion began in 2025 with an automotive marketing service project in Malaysia and has since extended to Southeast Asia, the Middle East, Europe, Africa, and Latin America. Its robots are deployed in automotive marketing, guided tours, policing, and medical triage scenarios, and have obtained both EU CE and U.S. FCC certifications. Delta Intelligence, a foundational model company focused on humanoid robotics, was founded in January 2026 and recently completed a nearly RMB 500 million Series Angel++ round, marking its sixth funding round within six months. Investors include multiple listed companies, industrial capital, financial institutions such as Hillhouse Capital and Yuanhe Holdings, as well as OEMs like Zhiyuan Robotics and Leju Robotics. Proceeds will support foundational model iteration, mass production of proprietary data collection hardware, closed-loop data system development, and R&D team expansion. Effective July 29, 2026, the Ministry of Industry and Information Technology (MIIT) will reject applications in the 410th batch of vehicle product announcements for new models equipped with the “Smart Driving Blue Light.” The blue indicator light has been halted due to non-compliance with national standard GB 4785-2019, primarily because it causes glare interference at night. The National Technical Committee on Automotive Standardization has launched a revision of this standard, targeting completion in the second half of 2027, with smart driving companies participating in drafting for the first time. Relevant United Nations working groups are also concurrently studying the issue. In the first half of 2026, SiEngine Technology completed a strategic financing round exceeding USD 200 million, with new investors including Shandong Hi-Speed Group and Longding Investment, alongside continued participation from existing shareholders. According to Frost & Sullivan, SiEngine ranked first among Chinese automotive SoC suppliers in 2025 by cockpit domain controller SoC shipments. Its chips are already deployed in Lynk & Co, Geely Galaxy, Hongqi, Changan Qiyuan, and Volkswagen’s overseas models, with cumulative shipments surpassing one million units. At the Beijing Auto Show, the company unveiled its 5-nanometer “LongEagle II” integrated cockpit-and-driving chip, delivering 200 TOPS of AI computing power, with customer adoption slated to begin in Q1 2027. The company’s technological capabilities are expected to extend into embodied intelligence and other emerging fields.
