Physical AI News (Japan)

Physical AI, robotics and compute — reported from Japan.

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· Industry· 日本語で読む

Unitree shares fall about 45% after first-day surge

Shares of Hangzhou-based Unitree plunged, sharply reducing its market capitalization.

What happened

According to TradingView News, Unitree shares fell about 45% from their intraday peak on Aug. 19 and closed at 603.08 yuan on Aug. 25. Its market capitalization declined to about 244 billion yuan.

Why it matters

The share-price move shows that for investors in humanoid robot stocks, growth in shipments and revenue alone may not be enough to support valuations; they also need to assess profit margins and the breadth of real-world adoption. According to TradingView News, Unitree had revenue of 1.7 billion yuan and shipments of more than 5,500 units in 2025, while its adjusted first-quarter profit fell about 53% amid rising costs. Its founder has also acknowledged that broad adoption in factories remains a challenge.

Sources

Translated from the Japanese original: /news/unitree-kojintoushika-no-nekkyou-ni-ou-kyou-kyou-shi-ga-reis-1bc250. The Japanese version is authoritative if they differ.