99000, the first shot in the price war of humanoid robots

Humanoid robot There are new developments in the field. The start-up company Yushu Robot released a humanoid robot, Unitree G1, last night, and its price of 99000 yuan attracted great attention from the market.

Today, humanoid robot concept stocks rose in response. Shengtong Shares Jingxing Paper Ceiling, Siling Shares Dingzhi Technology And other gains *. Although Shengtong Shares and Jingxing Paper are not directly involved in the humanoid robot industry chain, just because their affiliated company Yushu Robot has the latest business trends, they have driven the stock prices of listed companies at one stroke.

Industry insiders' comments on Unitree G1

The CEO of a humanoid robot startup company who did not want to be named told the reporter of Venture Capital Daily that, "The overall product of Unitree G1 is really good, but there are still some 'skills' behind the pricing. For example, if secondary development is not possible, there will be less computing units; if the product is 1.2 meters tall, the parameters of the motor will come down."

The parameters disclosed by Yushu Robot show that the Unitree G1 is 127cm tall, 35kg heavy, 2m/s moving speed, 3kg load per arm, about 2h endurance, equipped with laser radar and depth camera, 23-43 joint motors, and large joint movement angle space.

The higher version of G1 EDU has more advantages in key torque, load, waist freedom, hand dexterity and other aspects, and can also choose to add Nvidia's high computing power industrial robot platform Jetson Orin. The price of the advanced model has not been announced.

The above people believe that from the parameters of Unitree G1, the price of 99000 yuan can be said to be "normal".

It further indicated that the Unitree G1 belongs to the category of small and medium-sized robots, and its commercial positioning probability is still dominated by scientific research, "In general, the new product of Yushu has limited impact on the actual industry, but it does give confidence to the industry and also brings pressure to peers."

Humanoid robot attracts attention

Yushu robot has attracted attention in the development of this round of humanoid robot field. In particular, the news that it completed a 1 billion yuan scale financing in February this year further opened the company's popularity both inside and outside the industry. Up to now, Yushu Robot, founded in 2016, has completed eight rounds of financing in the primary market, attracting many well-known investors, including Shenzhen Venture Capital, Jingwei Venture Capital, Meituan Strategic Investment Department, Jinshi Investment, Source Code Capital, Shunwei Capital and Sequoia China Seed Fund.

The above listed company Jingxing Paper became the indirect investor of Yushu Robot through Zhejiang Rongteng Venture Capital Partnership (limited partnership) invested by Rongyi as LP. According to its disclosure, the Rongteng Fund invested 20 million yuan in Yushu Technology, with a shareholding ratio of 1.8044%.

In 2024, the whole humanoid robot field still maintains an active development momentum, and the primary market funds also maintain close attention and investment in this field.

At the beginning of this month, humanoid robot company "accelerated evolution" announced to complete tens of millions of RMB Pre-A round financing, led by source code capital, Shuimu Venture Capital and Yinggang Capital. Cheng Hao, the founder of the company, is a master of Tsinghua University. He was the vice president of Feishu products in Byte.

In addition, many humanoid robot enterprises such as Star Movement Era, Yuequan Bionics, Qiongche Intelligence, etc. announced harvest financing this year.

The CEO of the above humanoid robot entrepreneurial enterprise told reporters that the humanoid robot industry is still in its early stage of development. "It has not yet formed a fixed industry pattern, and it is hard to say that there have been leading players. Each company is taking their own recognized business strategies to gain a foothold in the industry."

[This article is authorized to be released by the investment partner Financial Union, and this platform only provides information storage services.] If you have any questions, please contact( editor@zero2ipo.com.cn )Handling by the investment community.

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