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Unitree Robotics
43 atoms · 跨 11 天 · 首见 2026-04-16 · 最近 2026-07-02
三色: 🟦 fact 43 · 🟥 take 0 · stance ▲6/▼7/◆6
叙事状态: 🍂 fading (退潮) · 💤 沉寂 · 策展近14d 0 atom · 🐦 X 近14d 15
状态只算低频策展源 (群/卖方); X firehose 仅作背景音量
来源: X 43
时态: fresh:43
标签: 好数字:29 · 好信源:21 · 好观点:1 · 好思考:1
💢 核心分歧 (2 轴)
1. 营收 10 倍爆发 vs 利润腰斩
*topic: 营收/盈利能力 · 4 bull vs 5 bear*
🟢 bullish 侧:
- <a id="atom-fc1ec503bb55ac83"></a>2026-05-25
X·@yicaichina · 2026上半年营收预期 · 营收 +同日1条
Operating revenue will likely increase 36% to 45% to between CNY1.05 billion and CNY1.13 billion (USD154 million and USD165.9 million)
tags: 好数字 · → daily
value: qty=10.5亿-11.3亿人民币 · date=2026H1
📷 原图
- <a id="atom-4703268c84ba1b80"></a>2026-07-02
X·@poezhao0605 · revenue grew to RMB 1.7 billion · 营收 +同日1条
Revenue grew 10x in two years to RMB 1.7 billion.
tags: 好数字 · → daily
value: qty=RMB 1.7 billion · date=two years
📷 原图
🔴 bearish 侧:
- <a id="atom-386b82641d6ca466"></a>2026-05-25
X·@yicaichina · 2026上半年扣非净利润同比变动 · 盈利能力 +同日1条
down 22% to 6% from a year earlier
tags: 好数字 · → daily
value: qty=-22% to -6% · date=2026H1
📷 原图
- <a id="atom-225853f36871a76a"></a>2026-05-26
X·@poezhao0605 ⭐ · H1 2026 利润同比变化指引 · 盈利能力/业绩指引
profit declining 6% to 22%
tags: 好数字·好信源 · → daily
value: qty=-6% to -22% · date=H1 2026
- <a id="atom-059d889f07a81472"></a>2026-07-02
X·@poezhao0605 · Q1 2026 adjusted net profit down 53% · 盈利能力 +同日1条
Adjusted net profit down 53%.
tags: 好数字 · → daily
value: qty=-53% · date=Q1 2026
2. 人形机器人出货量全球第一 vs 工业落地仅 9%
*topic: 产品发布/竞争格局/技术路线 · 1 bull vs 2 bear*
🟢 bullish 侧:
- <a id="atom-5d82deb4df99c5d5"></a>2026-04-20
X·@ZhihuFrontier · sprint 速度 10 m/s · 产品发布/技术路线
Unitree Robotics｜10 m/s sprint pushes humanoids into high-dynamic running era
tags: 好数字 · → daily
value: qty=10 m/s
📷 原图
🔴 bearish 侧:
- <a id="atom-621b8de337dd95b7"></a>2026-07-02
X·@poezhao0605 · only 9% of humanoid revenue came from industrial applications · 营收/竞争格局 +同日1条
only 9% of humanoid revenue came from industrial applications.
tags: 好数字 · → daily
value: qty=9%
展开 1 条中性
- <a id="atom-3d34c09d4668e51f"></a>2026-05-12
X·@yicaichina · 发布世界首款量产载人变形机甲 · 产品发布
China's Unitree Robotics today unveiled the world's first mass-produced manned transforming mecha
tags: 好信源 · → daily
🟦 客观事实 (facts) (30)
- <a id="atom-d3b8a9a9df119716"></a>🟦 2026-07-02
X·@yicaichina ⭐ · IPO融资额计划 · 融资
The startup plans to raise about CNY4.2 billion (USD613 million) in a Start Market listing
tags: 好数字·好信源 · → daily
value: qty=CNY4.2B · currency=CNY
📷 原图
- <a id="atom-541607bdd5d73ed3"></a>🟦 2026-07-02
X·@yicaichina ⭐ · 2026上半年净利润预期 · 盈利能力/业绩指引
For the first half of this year, Unitree expects net profit, excluding non-recurring gains and losses, of between CNY236 million and CNY283 million (USD34 million and USD41 million)
tags: 好数字·好信源 · → daily
value: qty_min=CNY236M · qty_max=CNY283M · date=H1 2026
📷 原图
- <a id="atom-d9d9d6cc70f34156"></a>🟦 2026-05-26
X·@poezhao0605 ⭐ · H1 2026 营收增速指引 · 业绩指引/营收
The company forecasts H1 2026 revenue growth of 35% to 45%
tags: 好数字·好信源 · → daily
value: qty=35% to 45% · date=H1 2026
- <a id="atom-225853f36871a76a"></a>🟦 2026-05-26
X·@poezhao0605 ⭐ · H1 2026 利润同比变化指引 · 盈利能力/业绩指引
profit declining 6% to 22%
tags: 好数字·好信源 · → daily
value: qty=-6% to -22% · date=H1 2026
- <a id="atom-b84c210e449687c5"></a>🟦 2026-05-25
X·@yicaichina ⭐ · IPO 估值 · 估值
with a USD6.2 billion valuation
tags: 好数字·好信源 · → daily
value: qty=USD6.2B · date=2026-06-01
📷 原图
- <a id="atom-260fda7a6956bd4e"></a>🟦 2026-05-25
X·@yicaichina ⭐ · IPO 募资额 · 融资
aims to raise CNY4.2 billion (USD618 million)
tags: 好数字·好信源 · → daily
value: qty=CNY4.2B (USD618M)
📷 原图
- <a id="atom-72d371e6981bb5f4"></a>🟦 2026-06-01
X·@yicaichina · 上交所上市委审核通过 · IPO/监管审批
Unitree Robotics has cleared a key hurdle for an IPO on Shanghai’s Nasdaq-style Star Market, after the Shanghai Stock Exchange said its listing review committee found the robot startup’s offering met the requirements for issuance, listing, and information disclosure.
tags: 好数字·好信源 · → daily
📷 原图
- <a id="atom-fcf78e31b9d62cc3"></a>🟦 2026-05-25
X·@Sino_Market · Q1 扣非净利润 · 盈利能力
Q1 NET PROFIT EXCLUDING NON-RECURRING ITEMS FELL 52.55% Y/Y TO 40.25 MILLION YUAN
tags: 好数字·好信源 · → daily
value: qty=40.25 million yuan · date=2026 Q1
📷 原图
- <a id="atom-5fce716265404975"></a>🟦 2026-05-26
X·@poezhao0605 · 人形机器人营收来源中研究人员和AI公司占比 · 营收/竞争格局
91% of humanoid revenue came from researchers, developers, and AI companies
tags: 好数字·好观点 · → daily
value: qty=91%
- <a id="atom-6aa8fe4d46096016"></a>🟦 2026-06-02
X·@yicaichina · H2 Plus humanoid robot launch date · 产品发布
the robot will be launched in the second half of this year
tags: 好数字 · → daily
value: date=2026-H2
📷 原图
- <a id="atom-f102d7a8f9172228"></a>🟦 2026-05-26
X·@poezhao0605 · Q1 2026 营收增速 · 营收/业绩指引
Revenue growth decelerated from 332% in 2025 to 68% in Q1 2026
tags: 好数字 · → daily
value: qty=68% · date=Q1 2026
- <a id="atom-d93fc13fb6f1a21e"></a>🟦 2026-05-26
X·@poezhao0605 · Q1 2026 调整后净利润同比变化 · 盈利能力
Adjusted net profit fell 52% year over year
tags: 好数字 · → daily
value: qty=-52% · date=Q1 2026
- <a id="atom-396725bb2d172d5f"></a>🟦 2026-05-25
X·@yicaichina · 一季度扣非净利润同比下降53%至4030万元人民币 · 盈利能力/财报
Unitree Robotics' net profit after deducting non-recurring profit or loss shrank 53% to CNY40.3 million (USD5.6 million) in the first quarter from a year earlier due to large increases in R&D and sales expenses
tags: 好数字 · → daily
value: qty=-53% · date=2026年一季度
📷 原图
- <a id="atom-47b0cbee45cf6bfb"></a>🟦 2026-05-25
X·@yicaichina · 一季度营收同比增长69%至4.228亿元人民币 · 营收/财报
Revenue rose 69% to CNY422.8 million (USD58.4 million) in the period
tags: 好数字 · → daily
value: qty=+69% · date=2026年一季度
📷 原图
- <a id="atom-683f6ad445aeb7ac"></a>🟦 2026-07-02
X·@yicaichina · IPO申请审批状态 · IPO
Unitree Robotics' application for an #IPO in #Shanghai has been approved by the China Securities Regulatory Commission
tags: 好信源 · → daily
value: qty=approved · date=2026-07-02
📷 原图
- <a id="atom-5e77a148dece9aa9"></a>🟦 2026-06-01
X·@UnitreeRobotics · 发布 H2 Plus 人形机器人参考设计 · 产品发布/技术路线
Unitree Robotics announces H2 Plus, the first humanoid robot reference design built on @NVIDIA Isaac GR00T to accelerate humanoid research.
tags: 好信源 · → daily
📷 原图
- <a id="atom-2519d4717c90de75"></a>🟦 2026-05-25
X·@yicaichina · IPO 审核 · IPO
The Shanghai Stock Exchange will review Unitree Robotics' Star Market IPO, with a USD6.2 billion valuation, on June 1.
tags: 好信源 · → daily
value: date=2026-06-01
📷 原图
- <a id="atom-4703268c84ba1b80"></a>🟦 2026-07-02
X·@poezhao0605 · revenue grew to RMB 1.7 billion · 营收
Revenue grew 10x in two years to RMB 1.7 billion.
tags: 好数字 · → daily
value: qty=RMB 1.7 billion · date=two years
📷 原图
- <a id="atom-d542d078fea33049"></a>🟦 2026-07-02
X·@poezhao0605 · global number one in humanoid robot shipments at 5,500 units · 市场份额/出货量
Global number one in humanoid robot shipments at 5,500 units.
tags: 好数字 · → daily
value: qty=5,500 units
📷 原图
- <a id="atom-621b8de337dd95b7"></a>🟦 2026-07-02
X·@poezhao0605 · only 9% of humanoid revenue came from industrial applications · 营收/竞争格局
only 9% of humanoid revenue came from industrial applications.
tags: 好数字 · → daily
value: qty=9%
- <a id="atom-ddfca3fd5c6ca998"></a>🟦 2026-07-02
X·@poezhao0605 · Q1 2026 revenue up 68% · 营收
Q1 2026 data is now out. Revenue up 68%.
tags: 好数字 · → daily
value: qty=68% · date=Q1 2026
- <a id="atom-059d889f07a81472"></a>🟦 2026-07-02
X·@poezhao0605 · Q1 2026 adjusted net profit down 53% · 盈利能力
Adjusted net profit down 53%.
tags: 好数字 · → daily
value: qty=-53% · date=Q1 2026
- <a id="atom-b9bd45a487638f81"></a>🟦 2026-07-02
X·@poezhao0605 · R&D spending surged · 资本开支
R&D spending surged.
tags: 好数字 · → daily
- <a id="atom-ac88eca20059f155"></a>🟦 2026-07-02
X·@poezhao0605 · 营收 · 营收
Revenue grew 10x in two years to RMB 1.7 billion.
tags: 好数字 · → daily
value: qty=RMB 1.7 billion · date=2026-06-30 · direction=up
- <a id="atom-5e2432eb39acd70a"></a>🟦 2026-07-02
X·@poezhao0605 · 净利润变化 · 盈利能力/盈利
Q1 data now shows profits halving as R&D surges.
tags: 好数字 · → daily
value: direction=down
- <a id="atom-d127366956ab3df5"></a>🟦 2026-05-25
X·@yicaichina · 一季度扣非净利润 · 盈利能力
Unitree Robotics' net profit after deducting non-recurring profit or loss shrank 53% to CNY40.3 million (USD5.6 million) in the first quarter
tags: 好数字 · → daily
value: qty=CNY40.3 million · date=2026Q1
📷 原图
- <a id="atom-c4756158e8bcc833"></a>🟦 2026-05-25
X·@yicaichina · 一季度营收 · 营收
Revenue rose 69% to CNYCNY422.8 million (USD58.4 million) in the period.
tags: 好数字 · → daily
value: qty=CNY422.8 million · date=2026Q1
📷 原图
- <a id="atom-caa7aaa4b028eee3"></a>🟦 2026-05-25
X·@yicaichina · 2026上半年扣非净利润预期 · 盈利能力
Unitree Robotics is expected to achieve net profit after non-recurring items of around CNY236 million to CNY283 million (USD34.7 million to USD41.6 million) in the first half
tags: 好数字 · → daily
value: qty=2.36亿-2.83亿人民币 · date=2026H1
📷 原图
- <a id="atom-386b82641d6ca466"></a>🟦 2026-05-25
X·@yicaichina · 2026上半年扣非净利润同比变动 · 盈利能力
down 22% to 6% from a year earlier
tags: 好数字 · → daily
value: qty=-22% to -6% · date=2026H1
📷 原图
- <a id="atom-fc1ec503bb55ac83"></a>🟦 2026-05-25
X·@yicaichina · 2026上半年营收预期 · 营收
Operating revenue will likely increase 36% to 45% to between CNY1.05 billion and CNY1.13 billion (USD154 million and USD165.9 million)
tags: 好数字 · → daily
value: qty=10.5亿-11.3亿人民币 · date=2026H1
📷 原图
⏱ 时间轴 (近 20)
- 🟦 2026-07-02 ·
fact · IPO申请审批状态 · → daily
- 🟦 2026-07-02 ·
fact · IPO融资额计划 · → daily
- 🟦 2026-07-02 ·
fact · 2026上半年净利润预期 · → daily
- 🟦 2026-07-02 ·
fact · CSRC approved for STAR Market IPO · → daily
- 🟦 2026-07-02 ·
fact · revenue grew to RMB 1.7 billion · → daily
- 🟦 2026-07-02 ·
fact · global number one in humanoid robot shipments at 5,500 units · → daily
- 🟦 2026-07-02 ·
fact · only 9% of humanoid revenue came from industrial application · → daily
- 🟦 2026-07-02 ·
fact · Q1 2026 revenue up 68% · → daily
- 🟦 2026-07-02 ·
fact · Q1 2026 adjusted net profit down 53% · → daily
- 🟦 2026-07-02 ·
fact · R&D spending surged · → daily
- 🟦 2026-07-02 ·
fact · robot showroom floor can dance but cannot handle unfamiliar · → daily
- 🟦 2026-07-02 ·
fact · CSRC注册生效 · → daily
- 🟦 2026-07-02 ·
fact · STAR Market IPO 获批 · → daily
- 🟦 2026-07-02 ·
fact · 营收 · → daily
- 🟦 2026-07-02 ·
fact · 净利润变化 · → daily
- 🟦 2026-06-25 ·
fact · 新机器人预告 · → daily
- 🟦 2026-06-24 ·
fact · 参与构建人形机器人数据集 · → daily
- 🟦 2026-06-02 ·
fact · H2 Plus humanoid robot launch date · → daily
- 🟦 2026-06-01 ·
fact · 发布 H2 Plus 人形机器人参考设计 · → daily
- 🟦 2026-06-01 ·
fact · 上交所上市委审核通过 · → daily
← 实体目录 · 系统日志
