Unitree

118 atoms · 跨 34 天 · 首见 2026-04-15 · 最近 2026-07-03

三色: 🟦 fact 87 · 🟥 take 31 · stance ▲16/▼15/◆18

叙事状态: 🍂 fading (退潮) · 💤 沉寂 · 策展近14d 0 atom · 🐦 X 近14d 3

状态只算低频策展源 (群/卖方); X firehose 仅作背景音量

来源: X 118

时态: fresh:105 · aging:12 · stale:1

标签: 好数字:73 · 好信源:30 · 好观点:25 · 好思考:4

🟨 AI 综合 · junior analyst 概览

🧭 拥挤度 (一人一票): ▲ 7 位作者 (KOL7) vs ▼ 8 位作者 (KOL8)

⚖️ 空头 8/8 来自KOL

📄 广泛报道的事实 · 1 个

💢 核心分歧 (4 轴)

1. IPO 定价与真实盈利能力分歧

*topic: IPO/盈利能力/毛利率 · 1 bull vs 2 bear*

🟢 bullish 侧:

• <a id="atom-3fbaabf382be249b"></a>2026-05-31 X·@yicaichina · IPO 规模 · 融资/IPO
  Unitree Closes In on USD619 Million IPO
  tags: 好数字·好信源 · → daily
  value: qty=USD619 Million · date=2026-05-31

🔴 bearish 侧:

• <a id="atom-a8753011b720c16c"></a>2026-05-26 X·@poezhao0605 · adjusted net profit Q1 2026 · 盈利能力/财报 +同日1条
  Adjusted net profit dropped 52%
  tags: 好数字 · → daily
  value: qty=-52% · date=Q1 2026 · direction=dropped
  📷 原图

2. 美国监管禁令对中国供应链的实质影响

*topic: 监管政策/出口管制/供给产能 · 1 bull vs 3 bear*

🟢 bullish 侧:

• <a id="atom-6c123cadff6103ee"></a>2026-05-12 X·@LinusEkenstam [老化中] · 大规模生产难度 · 供给产能
  It’s for sure a challenge to go to tens of millions in production but far from the hardest one out there.
  tags: 好观点 · → daily

🔴 bearish 侧:

• <a id="atom-7438c57e36faba9c"></a>2026-05-19 X·@aleabitoreddit · humanoid mass production supply chain disruption risk · 供给产能/订单需求
  If they stop shipping, you can break Unitree's and other humanoid mass production supply chains in China.
  tags: 好观点 · → daily
  📷 原图
• <a id="atom-ac9dba12099903ad"></a>2026-06-04 X·@kyliebytes · GUARD法案影响 · 监管政策
  congress is taking china-made robot dogs out to pasture with the GUARD act, a bipartisan bill that would effectively ban Unitree from the U.S
  tags: 好信源 · → daily
  📷 原图
• <a id="atom-f518e4794aa56060"></a>2026-06-09 X·@VaderResearch · 被美国禁止 · 出口管制
  Unitree humanoids to be banned in the US
  tags: 好观点 · → daily

3. 消费级营销能否支撑高销量预期

*topic: 营销策略/产品发布/出货量 · 4 bull vs 2 bear*

🟢 bullish 侧:

• <a id="atom-842aac2b0bbac49d"></a>2026-05-05 X·@poezhao0605 [老化中] · CMO 消费电子产品类比营销策略 · 营销策略/消费电子化 +同日1条
  Unitree’s CMO framed it in consumer electronics terms: prices have become accessible enough that interested buyers can order directly and take a robot home.
  tags: 好观点 · → daily
  📷 原图
• <a id="atom-38393bb68cc6a701"></a>2026-05-12 X·@LinusEkenstam [老化中] · 产品属性 · 产品发布
  Unitree building mechs, these are strong machines of the future.
  tags: 好观点 · → daily
• <a id="atom-ccf04886a18b2180"></a>2026-05-26 X·@teortaxesTex · 机器人研究平台交付 · 产品发布
  Unitree has delivered at least 4 default robotic research platforms.
  tags: 好数字 · → daily
  value: qty=4

🔴 bearish 侧:

• <a id="atom-855ed2d8642f2632"></a>2026-05-12 X·@AdamSmile [老化中] · 业务前景评价 · 产品发布/竞争格局
  This looks like a toy and doesn’t have enough business prospects. If all the investors‘s money is wasted on such meaningless products, the company is not far from bankruptcy.
  tags: 好观点 · → daily
  value: direction=negative
• <a id="atom-2bc4b190819b3acc"></a>2026-05-12 X·@poezhao0605 [老化中] · GD01 可扩展性判断 · 产品发布
  this is more spectacle than scalable product for now.
  tags: 好观点 · → daily

4. 核心部件自研优势与执行器量产瓶颈

*topic: 技术路线/供应链/供给产能 · 4 bull vs 2 bear*

🟢 bullish 侧:

• <a id="atom-16cb0dc804424191"></a>2026-05-12 X·@LinusEkenstam · 未来影响 · 技术路线 +同日1条
  get ready for everything to change at a very rapid pace.
  tags: 好思考 · → daily
  value: direction=加速变化
• <a id="atom-80b5f98386182822"></a>2026-05-12 X·@cixliv [老化中] · 软件控制能力 · 技术路线
  software to control them is getting really capable and will allow some wild humanoid bipedal robots.
  tags: 好观点 · → daily
• <a id="atom-130291cb47977909"></a>2026-05-20 X·@teortaxesTex · motion policy generalization demonstration · 技术路线
  they have a decently generalizing motion policy that can chain arbitrary movements
  tags: 好观点 · → daily
  value: direction=na
  📷 原图

🔴 bearish 侧:

• <a id="atom-f1af9987a3c441d5"></a>2026-05-12 X·@cixliv [老化中] · 执行器难度 · 技术路线
  the actuators are still pretty hard, especially for the larger ones like this.
  tags: 好观点 · → daily
• <a id="atom-6154083473ee150d"></a>2026-05-20 X·@teortaxesTex · voice input parsing to actions · 技术路线
  Voice input, even parsing to actions, is an irrelevant gimmick ofc
  tags: 好观点 · → daily
  value: direction=na
  📷 原图

📏 估计带 (1)

*语料内对同一量的估计区间 (≥2 个估计才成带). 不判断谁对, 只陈列.*

• 价格/ASP 2026: 4,100 – 1e+04 · 2 个估计 · 最新 2026-06-26 1e+04 (X·cred3)

🟦 客观事实 (facts) (30)

• <a id="atom-9b772b372dff6022"></a>🟦 2026-06-23 X·@JacklouisP · 2025 年机器人出货量 · 出货量
  Unitree shipped around 5.5k robots in 2025
  tags: 好数字·好信源 · → daily
  value: qty=5.5k · date=2025
  [图: Unitree 2025年前三季度人形机器人业务收入结构拆解图 — Research & education: 73.6%; Commercial & consumer: 17.4%; Industry: 9.0%; Robots doing real industrial work: ≈ 3-4%]
  📷 原图
• <a id="atom-bd3009a0c2957910"></a>🟦 2026-06-23 X·@JacklouisP · 2025 年从事有用工作的机器人占比 · 出货量
  only 3% of them did useful work
  tags: 好数字·好信源 · → daily
  value: qty=3% · date=2025
  [图: Unitree 2025年前三季度人形机器人业务收入结构拆解图 — Research & education: 73.6%; Commercial & consumer: 17.4%; Industry: 9.0%; Robots doing real industrial work: ≈ 3-4%]
  📷 原图
• <a id="atom-6fe71c05b0ef368b"></a>🟦 2026-06-23 X·@JacklouisP · 2025 年前三季度人形机器人收入结构：研究与教育占比 · 营收结构
  Research & education: 73.6%
  tags: 好数字·好信源 · → daily
  value: qty=73.6% · date=2025前三季度
  [图: Unitree 2025年前三季度人形机器人业务收入结构拆解图 — Research & education: 73.6%; Commercial & consumer: 17.4%; Industry: 9.0%; Robots doing real industrial work: ≈ 3-4%]
  📷 原图
• <a id="atom-c7c97c786d0125a3"></a>🟦 2026-06-23 X·@JacklouisP · 2025 年前三季度人形机器人收入结构：商业与消费者占比 · 营收结构
  Commercial & consumer: 17.4%
  tags: 好数字·好信源 · → daily
  value: qty=17.4% · date=2025前三季度
  [图: Unitree 2025年前三季度人形机器人业务收入结构拆解图 — Research & education: 73.6%; Commercial & consumer: 17.4%; Industry: 9.0%; Robots doing real industrial work: ≈ 3-4%]
  📷 原图
• <a id="atom-b1fd92d22c532122"></a>🟦 2026-06-23 X·@JacklouisP · 2025 年前三季度人形机器人收入结构：工业占比 · 营收结构
  Industry: 9.0%
  tags: 好数字·好信源 · → daily
  value: qty=9.0% · date=2025前三季度
  [图: Unitree 2025年前三季度人形机器人业务收入结构拆解图 — Research & education: 73.6%; Commercial & consumer: 17.4%; Industry: 9.0%; Robots doing real industrial work: ≈ 3-4%]
  📷 原图
• <a id="atom-3392c239bd4d41f1"></a>🟦 2026-06-23 X·@JacklouisP · 2025 年从事工业实际工作的机器人占比 · 出货量
  Robots doing real industrial work: ≈ 3-4%
  tags: 好数字·好信源 · → daily
  value: qty=3-4% · date=2025
  [图: Unitree 2025年前三季度人形机器人业务收入结构拆解图 — Research & education: 73.6%; Commercial & consumer: 17.4%; Industry: 9.0%; Robots doing real industrial work: ≈ 3-4%]
  📷 原图
• <a id="atom-dc830f4ab912e77e"></a>🟦 2026-06-08 X·@JordanNanos · 电机成本占比 · 成本效率/毛利率
  Unitree’s self-produced motors can run as low as 30-40% of equivalent Western motors
  tags: 好数字·好信源 · → daily
  value: qty=30-40% · date=
• <a id="atom-3fbaabf382be249b"></a>🟦 2026-05-31 X·@yicaichina · IPO 规模 · 融资/IPO
  Unitree Closes In on USD619 Million IPO
  tags: 好数字·好信源 · → daily
  value: qty=USD619 Million · date=2026-05-31
• <a id="atom-22463639fa07b29d"></a>🟦 2026-05-26 X·@trendforce · Q1 net profit YoY change · 盈利能力/财报
  Unitree reportedly posted a 52% YoY net profit drop in Q1
  tags: 好数字·好信源 · → daily
  value: qty=-52% · date=Q1 2026
• <a id="atom-ca921ac0a3ff2db4"></a>🟦 2026-05-26 X·@trendforce · IPO share sale target on Shanghai STAR Market · 融资/IPO
  seeking 4.2B yuan
  tags: 好数字·好信源 · → daily
  value: qty=4.2B yuan
• <a id="atom-75735987c769bafb"></a>🟦 2026-05-25 X·@Sino_Market · IPO上会时间 · IPO
  Unitree will face a Shanghai STAR Market IPO review on June 1.
  tags: 好数字·好信源 · → daily
  value: date=2026-06-01
• <a id="atom-e1285e4393afc66c"></a>🟦 2026-05-13 X·@yicaichina · 推出世界首款载人变形机甲 · 产品发布
  China's Unitree Debuts World's First Manned Transforming Mech for USD574,200
  tags: 好数字·好信源 · → daily
  value: qty=USD574,200
  📷 原图
• <a id="atom-d55cf1af7395cfb2"></a>🟦 2026-05-12 X·@Sino_Market · unveiling of GD01 manned transformable mecha · 产品发布/技术路线
  Unitree unveils GD01, a manned transformable mecha starting at $650,000
  tags: 好数字·好信源 · → daily
  value: qty=$650,000
  📷 原图
• <a id="atom-edf00fbe463e5085"></a>🟦 2026-05-26 X·@poezhao0605 · humanoid revenue composition · 营收/订单需求
  91% of humanoid revenue came from research buyers
  tags: 好数字·好观点 · → daily
  value: qty=91% · date=as of March 2026
  📷 原图
• <a id="atom-a80d55eab44abaf5"></a>🟦 2026-05-14 X·@zerohedge · 机器人售价 · 产品发布
  Unitree Unveils Real-Life Transformer Robot. Only Costs $650,000
  tags: 好数字 · → daily
  value: qty=$650,000
• <a id="atom-fe50471247243cdd"></a>🟦 2026-06-08 X·@SemiAnalysis_ · 被列入美国国防部1260H中国军事公司名单 · 监管政策
  The DoD just added Unitree to its Section 1260H list of Chinese military companies.
  tags: 好信源 · → daily
  📷 原图
• <a id="atom-73d18a9ec4a79844"></a>🟦 2026-06-01 X·@pstAsiatech · 科创板IPO进展 · IPO
  Unitree clears Shanghai IPO hurdle
  tags: 好信源 · → daily
  value: date=2026-06-01
• <a id="atom-8177ad4328ee57fc"></a>🟦 2026-05-12 X·@poezhao0605 · GD01 发布 · 产品发布
  Unitree released the GD01 today. A manned mech that stands 1.6x the height of an adult, walks bipedally, and transforms into a quadruped mode in seconds.
  tags: 好数字 · → daily
• <a id="atom-f91763388a9df379"></a>🟦 2026-05-12 X·@poezhao0605 · GD01 价格 · 价格动态
  Starting price: 3.9 million RMB.
  tags: 好数字 · → daily
  value: qty=3.9 million RMB
• <a id="atom-e47658f83f66c323"></a>🟦 2026-04-30 X·@UnitreeRobotics · Dual‑Arm Humanoid Robot 最低价 · 产品发布
  Unitree Launch | Dual‑Arm Humanoid Robot, from $4290
  tags: 好数字 · → daily
  value: qty=$4290
  📷 原图
• <a id="atom-a1a853c291c13892"></a>🟦 2026-04-15 X·@zerohedge · 机器人产品发布 · 产品发布
  China's Unitree Unveils Robot With "Human-Like Physique" That Can Outrun Most People
  tags: 好信源 · → daily
• <a id="atom-5b9150f45e9ff494"></a>🟦 2026-07-03 X·@EMostaque · cumulative sales · 出货量
  Unitree has sold a total of 11,000 robots ever
  tags: 好数字 · → daily
  value: qty=11000
• <a id="atom-e87bd430c48d583e"></a>🟦 2026-06-26 X·@teortaxesTex · 人形机器人型号价格 · 价格动态
  Down to $4100 for a new Unitree humanoid model
  tags: 好数字 · → daily
  value: qty=$4100 · date=2026-06-26
• <a id="atom-1481392dadead021"></a>🟦 2026-06-26 X·@ZacksJerryRig · 机器人售价 · 价格动态
  Unitree sells this for $4,900
  tags: 好数字 · → daily
  value: qty=$4,900
• <a id="atom-c1487001469bf7fa"></a>🟦 2026-06-26 X·@cixliv · 机器人高度 · 产品发布
  This robot is 4 feet tall
  tags: 好数字 · → daily
  value: qty=4 feet
• <a id="atom-66a507c916a7c648"></a>🟦 2026-06-26 X·@cixliv · 机器人负重能力 · 产品发布
  could carry an apple
  tags: 好数字 · → daily
• <a id="atom-c66470e7ed396d9d"></a>🟦 2026-06-25 X·@poezhao0605 · R1人形机器人售价 · 价格动态/产品发布
  Unitree cut its R1 humanoid robot to RMB 29,900 ($4,100). Immediate availability. No waitlist.
  tags: 好数字 · → daily
  value: qty=RMB 29,900 ($4,100) · date=2026-06-25
  📷 原图
• <a id="atom-29e767e78d6789b8"></a>🟦 2026-06-25 X·@poezhao0605 · 人形机器人平均售价 · 价格动态/出货量
  Humanoid ASP dropped from RMB 593,400 in 2023 to RMB 167,600 in 2025.
  tags: 好数字 · → daily
  value: qty=RMB 167,600 · date=2025
  📷 原图
• <a id="atom-8c58dc96849fc650"></a>🟦 2026-06-23 X·@Normal_2610 · G1 runs on Rockchip RK3588S SoC · 技术路线
  Unitree G1 - the world's most commercially available humanoid runs on a Rockchip RK3588S, a Chinese SoC.
  tags: 好数字 · → daily
  [图: 关于机器人及新能源产业链各环节主导权与中国市场地位的分析表格 — 中国稀土磁铁产量占比: 90%; 中国锂电池全球份额: ~80%; CATL全球电动汽车电池份额: 37%; 中国精炼全球铜资源占比: 56%; 中国控制刚果金钴产量比例: 80%]
  📷 原图
• <a id="atom-58832103cc403edc"></a>🟦 2026-06-23 X·@Normal_2610 · IPO filing shows triple revenue YoY · 营收
  IPO filing shows tripling revenues YoY
  tags: 好数字 · → daily
  [图: 关于机器人及新能源产业链各环节主导权与中国市场地位的分析表格 — 中国稀土磁铁产量占比: 90%; 中国锂电池全球份额: ~80%; CATL全球电动汽车电池份额: 37%; 中国精炼全球铜资源占比: 56%; 中国控制刚果金钴产量比例: 80%]
  📷 原图

🟥 多头 takes (bullish) (13)

• <a id="atom-16cb0dc804424191"></a>🟥 2026-05-12 X·@LinusEkenstam · 未来影响 · 技术路线
  get ready for everything to change at a very rapid pace.
  tags: 好思考 · → daily
  value: direction=加速变化
• <a id="atom-ed5a649b6fd9fc4b"></a>🟥 2026-05-05 X·@poezhao0605 [老化中] · CMO 与 DJI 无人机历史营销对比 · 营销策略/市场教育
  The language invites comparison to how DJI marketed drones a decade ago, or how Tesla built showrooms in shopping malls to familiarize the public with electric vehicles before the category matured.
  tags: 好思考 · → daily
  📷 原图
• <a id="atom-8822ee202a321d4e"></a>🟥 2026-06-27 X·@aleabitoreddit [老化中] · bullish stance on CN domestic market · 市场前景
  I’m actually very bullish on Unitree for CN domestic markets
  tags: 好观点 · → daily
• <a id="atom-103ae13689bf01cf"></a>🟥 2026-06-25 X·@poezhao0605 · 战略意图 · 竞争格局/市场份额
  The strategy: preemptive market-share capture before Tesla or any rival reaches comparable scale.
  tags: 好观点 · → daily
  📷 原图
• <a id="atom-6970deabed0fe3d1"></a>🟥 2026-06-22 X·@SemiAnalysis_ · 将主导全球机器人市场 · 市场份额/竞争格局
  For more on why Unitree Will Dominate Global Robotics:https://t.co/0HKSayvvTK
  tags: 好观点 · → daily
  value: direction=positive
• <a id="atom-dd003688ef2394a6"></a>🟥 2026-06-08 X·@pstAsiatech · IPO预期 · 融资
  Will guarantee big IPO for Unitree
  tags: 好观点 · → daily
  value: qty=large · date=future
• <a id="atom-13b924b63b4a7705"></a>🟥 2026-06-08 X·@SemiAnalysis_ · 将主导全球机器人领域 · 竞争格局
  We just published a deep dive on why Unitree is going to dominate global robotics.
  tags: 好观点 · → daily
• <a id="atom-130291cb47977909"></a>🟥 2026-05-20 X·@teortaxesTex · motion policy generalization demonstration · 技术路线
  they have a decently generalizing motion policy that can chain arbitrary movements
  tags: 好观点 · → daily
  value: direction=na
  📷 原图
• <a id="atom-38393bb68cc6a701"></a>🟥 2026-05-12 X·@LinusEkenstam [老化中] · 产品属性 · 产品发布
  Unitree building mechs, these are strong machines of the future.
  tags: 好观点 · → daily
• <a id="atom-6c123cadff6103ee"></a>🟥 2026-05-12 X·@LinusEkenstam [老化中] · 大规模生产难度 · 供给产能
  It’s for sure a challenge to go to tens of millions in production but far from the hardest one out there.
  tags: 好观点 · → daily
• <a id="atom-57a35c20e68ef0d4"></a>🟥 2026-05-12 X·@LinusEkenstam [老化中] · 软件成熟度 · 技术路线
  Software is solved to many degrees and will continue to improve indefinitely
  tags: 好观点 · → daily
• <a id="atom-80b5f98386182822"></a>🟥 2026-05-12 X·@cixliv [老化中] · 软件控制能力 · 技术路线
  software to control them is getting really capable and will allow some wild humanoid bipedal robots.
  tags: 好观点 · → daily
• <a id="atom-842aac2b0bbac49d"></a>🟥 2026-05-05 X·@poezhao0605 [老化中] · CMO 消费电子产品类比营销策略 · 营销策略/消费电子化
  Unitree’s CMO framed it in consumer electronics terms: prices have become accessible enough that interested buyers can order directly and take a robot home.
  tags: 好观点 · → daily
  📷 原图

🟥 空头 takes (bearish) (9)

• <a id="atom-d2d4234ff3a2f45b"></a>🟥 2026-07-01 X·@mikekalilmfg · 市场份额增长 · 市场份额
  cheap Chinese robots, especially Unitree, that have eaten up its market share in recent years
  tags: 好信源 · → daily
• <a id="atom-ac9dba12099903ad"></a>🟥 2026-06-04 X·@kyliebytes · GUARD法案影响 · 监管政策
  congress is taking china-made robot dogs out to pasture with the GUARD act, a bipartisan bill that would effectively ban Unitree from the U.S
  tags: 好信源 · → daily
  📷 原图
• <a id="atom-e26dd3408418c978"></a>🟥 2026-06-26 X·@cixliv · 美国市场售价预期 · 价格动态
  Realistically it will cost closer to 10k in the us
  tags: 好观点 · → daily
  value: qty=~$10,000 · date=2026-06-26
• <a id="atom-f518e4794aa56060"></a>🟥 2026-06-09 X·@VaderResearch · 被美国禁止 · 出口管制
  Unitree humanoids to be banned in the US
  tags: 好观点 · → daily
• <a id="atom-6154083473ee150d"></a>🟥 2026-05-20 X·@teortaxesTex · voice input parsing to actions · 技术路线
  Voice input, even parsing to actions, is an irrelevant gimmick ofc
  tags: 好观点 · → daily
  value: direction=na
  📷 原图
• <a id="atom-7438c57e36faba9c"></a>🟥 2026-05-19 X·@aleabitoreddit · humanoid mass production supply chain disruption risk · 供给产能/订单需求
  If they stop shipping, you can break Unitree's and other humanoid mass production supply chains in China.
  tags: 好观点 · → daily
  📷 原图
• <a id="atom-855ed2d8642f2632"></a>🟥 2026-05-12 X·@AdamSmile [老化中] · 业务前景评价 · 产品发布/竞争格局
  This looks like a toy and doesn’t have enough business prospects. If all the investors‘s money is wasted on such meaningless products, the company is not far from bankruptcy.
  tags: 好观点 · → daily
  value: direction=negative
• <a id="atom-2bc4b190819b3acc"></a>🟥 2026-05-12 X·@poezhao0605 [老化中] · GD01 可扩展性判断 · 产品发布
  this is more spectacle than scalable product for now.
  tags: 好观点 · → daily
• <a id="atom-f1af9987a3c441d5"></a>🟥 2026-05-12 X·@cixliv [老化中] · 执行器难度 · 技术路线
  the actuators are still pretty hard, especially for the larger ones like this.
  tags: 好观点 · → daily

🟥 中性 takes (neutral) (5)

• <a id="atom-d6d77a869e608275"></a>🟥 2026-04-28 X·@PAstynome · robots being used at Haneda airport for a trial · 产品发布
  Unitree robots being used at Haneda airport for a trial. I wonder how they will perform.
  tags: 好信源 · → daily
  value: qty= · date=
• <a id="atom-d6b3f9065f60b9ab"></a>🟥 2026-06-10 X·@GeorgStieler · 竞争对手实力 · 竞争格局
  Their competitors Agibot, Fourier, Ubtech, Deep Robotics. The conclusion of the article is pretty premature. Unitree is not alone in this space.
  tags: 好观点 · → daily
• <a id="atom-f6d8753b6cf2fb0c"></a>🟥 2026-06-09 X·@VaderResearch · 被作者认为是国家安全问题 · 国家安全
  Humanoids are a matter of national security
  tags: 好观点 · → daily
• <a id="atom-27382a80fb68b552"></a>🟥 2026-05-13 X·@bathwaterbasin · 依赖模块化制造市场 · 供给产能
  that requires the modular manufacturing market that unitree depends on
  tags: 好观点 · → daily
• <a id="atom-9f629e66808f5c87"></a>🟥 2026-04-30 X·@teortaxesTex [老旧] · 商品化领导者定位 · 商品化趋势
  Robots will be a commodity, and Unitree will spearhead their commodification
  tags: 好观点 · → daily

⏱ 时间轴 (近 20)

• 🟦 2026-07-03 · fact · 科创板上市获批 · → daily
• 🟦 2026-07-03 · fact · cumulative sales · → daily
• 🟥 2026-07-01 · narrative · 市场份额增长 · → daily
• 🟥 2026-06-27 · position · bullish stance on CN domestic market · → daily
• 🟦 2026-06-26 · fact · 人形机器人型号价格 · → daily
• 🟥 2026-06-26 · forecast · 美国市场售价预期 · → daily
• 🟦 2026-06-26 · fact · 机器人售价 · → daily
• 🟦 2026-06-26 · fact · 机器人高度 · → daily
• 🟦 2026-06-26 · fact · 机器人负重能力 · → daily
• 🟦 2026-06-25 · fact · R1人形机器人售价 · → daily
• 🟦 2026-06-25 · fact · 人形机器人平均售价 · → daily
• 🟥 2026-06-25 · narrative · 战略意图 · → daily
• 🟦 2026-06-25 · fact · 零售店开设状态 · → daily
• 🟥 2026-06-24 · narrative · evolution in robotics · → daily
• 🟦 2026-06-23 · fact · 2025 年机器人出货量 · → daily
• 🟦 2026-06-23 · fact · 2025 年从事有用工作的机器人占比 · → daily
• 🟦 2026-06-23 · fact · 2025 年前三季度人形机器人收入结构：研究与教育占比 · → daily
• 🟦 2026-06-23 · fact · 2025 年前三季度人形机器人收入结构：商业与消费者占比 · → daily
• 🟦 2026-06-23 · fact · 2025 年前三季度人形机器人收入结构：工业占比 · → daily
• 🟦 2026-06-23 · fact · 2025 年从事工业实际工作的机器人占比 · → daily

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