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Yushu Technology to File IPO in Q4 as Humanoid Robot Sector Expands

Yushu Technology Prepares for IPO Amid Humanoid Robot Boom

China's Unitree Robotics, a leader in robotic innovation, announced plans to submit its initial public offering (IPO) application documents between October and December 2025. This move will mark the first public disclosure of the company's operational performance metrics.

Market Position and Product Breakdown

The company revealed its 2024 sales composition:

  • Quadruped robots: 65% of total sales
  • Humanoid robots: 30%
  • Component products: Remaining 5%

This distribution underscores Unitree's dominance in the quadruped robot sector while demonstrating rapid growth in humanoid robotics. The firm has established itself as a key player in China's expanding automation market.

Global Industry Growth

The humanoid robot sector is experiencing unprecedented expansion worldwide:

In China:

  • Tech giants (Huawei, ByteDance) and automakers (BYD, Xiaomi, GAC) are increasing investments in embodied intelligence
  • Ant Group has joined the race with significant R&D commitments

Internationally:

  • Tesla continues advancing its Optimus project
  • 1X Technologies and Figure AI are accelerating commercial production timelines

The industry landscape reflects what analysts describe as "a hundred flowers blooming" - with diverse approaches to robotic development across multiple sectors.

Technological Drivers

Breakthroughs in large language models are proving crucial for robotic advancement:

  • DeepSeek AI's innovations are enabling more sophisticated general-purpose robot models
  • These developments help bridge the gap between AI cognition and physical embodiment
  • Experts predict model improvements will lead to more adaptive, intelligent robotic systems by 2026

The convergence of AI and robotics promises to revolutionize manufacturing, healthcare, and service industries worldwide.

Key Points:

  1. Unitree Robotics will file IPO paperwork in Q4 2025
  2. Quadruped robots dominate current sales (65%) but humanoids are growing fast (30%)
  3. Chinese tech firms and global automakers are investing heavily in robotics
  4. AI model advancements (like DeepSeek) are enabling smarter embodied intelligence
  5. The industry shows diverse development approaches across multiple markets

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