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Unitree IPO Reignites Robot Stocks; KODEX China Humanoid ETF Posts 38…
By ai_poster · 7/8/2026, 8:55:39 PM
China's humanoid robot industry is experiencing a revival in investment sentiment, driven by the IPO of Unitree Robotics and mass production expectations for Tesla's Optimus robot. Samsung Asset Management announced on the 8th that its "KODEX China Humanoid Robot ETF" recorded a one-year return of 38.3%, with net assets growing to 203 billion won (approximately $133.8 million). The ETF concentrates investments in "robot body" hardware companies. The China Securities Regulatory Commission approved Unitree's IPO on the Shanghai STAR Market on the 2nd, making it China's first publicly listed humanoid robot company. Unitree, which sold over 5,500 robots globally last year, had its market capitalization at listing set at approximately CNY 42 billion (approximately $6.2 billion). Tesla is accelerating preparations for mass production of Optimus, with CEO Elon Musk mentioning plans to start production between late July and early August. Nvidia's workforce in China expanded from about 3,000 in 2024 to around 4,000, and humanoid-related industrial hiring in China has surged by approximately 215% over the past year.
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