Unitree Technology's stock price once surged to third place on the A-share market, as multiple catalysts ignited the humanoid robot sector

After the market opened on November 10, A-share humanoid robot concept stocks rose, with intraday gains at one point exceeding 3%. Hangzhou Kelin, Tongxing Technology, Haichang New Material, Haoneng, Ningbo Huaxiang, Huapei Power, Guangyang, Fulai New Material and many other stocks hit the daily limit.

Extending yesterday's rally, Unitree Technology surged, rising more than 12% intraday at one point, with its share price exceeding 800 yuan per share, making it the third-highest-priced stock in the A-share market. As of press time, the company's share price had pulled back somewhat, but its total market value still exceeded 300 billion yuan. Calculated from the stage low of 404.03 yuan per share on October 15, Unitree Technology's share price has rebounded by nearly 100%.

At the industry level, general large models, embodied intelligence "brains" and Tesla robot-related news continued to ferment.

On Monday local time, Anthropic released its new-generation flagship models Claude Fable 5.2 and Claude Mythos 5.2. Public test results show that Fable 5.2 has improved capabilities in complex programming, scientific research tasks, computer operation, robot control, interdisciplinary reasoning and chart recognition. Among them, in robot control, Fable 5.2 achieved a success rate of 64.9% in the RoboDojo simulated dual-arm robot test, higher than OpenAI's GPT-6 Astra.

Anthropic said that Fable 5.2 has markedly improved in controlling physical robots, even on tasks for which it was never explicitly trained. In the RoboDojo benchmark test, its performance outperformed other models as well as most AI systems built specifically for controlling robots.

Last week, Apple's research team disclosed progress in robot "brain" research, namely the humanoid robot autonomous control system HALO. The research team deployed the system on Unitree Technology's G1 robot for verification. According to the paper, the research team conducted 360 single-task tests in 6 real environments that had not been pre-scanned or mapped, with an average success rate of 91%.

For long-sequence complex tasks, in real scenarios, the research team also conducted 10 tests each for 3 combined tasks, with an average success rate of 70%. Among them, the combination of "bend down to pass an obstacle - walk to the target - push the box" had a success rate of 50%.

Unitree Technology founder Wang Xingxing has also mentioned the capabilities of top large models many times in public speeches recently.

He said that top multimodal models already possess strong spatial understanding and task planning capabilities. After sufficient training, robots performing a single task at a fixed workstation can achieve a success rate close to 100%, but operational efficiency still needs to be improved. For tasks such as grasping and carrying, models can already achieve relatively high success rates, but in scenarios requiring fine operations such as disassembling and assembling mobile phones or threading a needle, the success rate remains relatively low.

On the Tesla robot front, previously in the Q3 earnings call, Musk revealed that most of the production line with an annual output of 1 million units has been implemented at the Fremont factory, but it will still take at least a year or more to reach an annual production rate of 20,000 units per week. Because it is necessary to deliver safe, reliable robots with a long service life, some designs of Optimus are still changing, and there is still a lot of work to be done in AI.

He expects these problems to be resolved around the end of next year, which may be the time when they deliver Optimus to companies other than Tesla. According to the latest media reports, the delivery format may be "rental" rather than "sale."

The reporter also noted that Unitree Technology has recently reached a series of cooperation agreements with related companies.

According to public information, China National Petroleum Corporation Kunlun Manufacturing Co., Ltd. and its concerted party China National Petroleum Corporation Kunlun Capital Co., Ltd., Unitree Technology, and Beijing Fanjie Intelligent Technology Co., Ltd. signed an agreement to establish a new joint venture, which is intended to engage in the industrial embodied intelligent robot solutions business; Unitree Technology and Guanglun Intelligence reached a strategic cooperation, and the two sides will cooperate around model training, robot capability verification and real-scenario applications.