Unitree goes beyond selling robot bodies: embracing AI, accelerating ecosystem layout

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Unitree Technology's stock price hit its first limit-up since listing.

On October 23, Unitree Technology's stock price rose 20% to the limit-up, closing at 624 yuan per share, with total market value returning above 250 billion yuan and single-day market value rising more than 40 billion yuan. Previously, the company continued to experience a pullback and hit a stage low on the 15th. Recently, the company's stock price has shown signs of recovery, with the stock accumulating a gain of more than 54% over six trading days.

A day earlier, the 2026 World Physical AI Conference and Unitree Partner Conference was held in Hangzhou. A Yicai reporter learned that this is the first time Unitree Technology has held an industry conference of this scale since its founding ten years ago.

"In the future, annual robot production could reach at least tens of millions of units"

Wang Xingxing shared some positive progress of GPT-6 in internal company testing, such as footage of directly controlling a robot with completely zero training. In his view, in a sense, some capabilities of GPT-6 can already solve part of the robot planning problem. With the continuous iteration of large models, physical AI may see more progress, possibly in one to two years at the fastest, or two to three years at the slowest. According to him, Unitree is also developing its own model and cooperating with large-model companies at home and abroad to jointly push physical AI faster across the critical point.

He mentioned that Unitree currently produces roughly tens of thousands of robots a year, as well as hundreds of thousands of joint motors and modules, but if true large-scale popularization is to be achieved, current production capacity is far from enough. "If in the future many factories, shopping malls and homes all have a robot, the market size will be very huge, and annual production could reach at least tens of millions of units."

This judgment about the future of scale was also reflected in the heat of this conference and the displays.

Unitree laid out its full series of robot products at once, and the newly released "Kung Fu Robot" H2-X was also greeting guests at the entrance, with customers and agents from around the world attending. In addition, there were displays of multiple application case studies such as education and research, emergency firefighting, inspection applications, commercial services, and culture and entertainment, and many dexterous hand manufacturers also participated in this event.

It is worth mentioning that at the conference site, many companies wanted to reach cooperation with Unitree Technology.

One attendee came specially from Guangdong; his company wants to purchase a batch of robot dog products for inspection in manufacturing factories. He said that the company mainly provides intelligent solutions, and several factory clients it serves have recently reported monitoring needs. The company is also considering expanding this new business and is screening products with higher cost performance.

From selling bodies to building an ecosystem, competing for entrepreneurs

According to Wang Xingxing, the World Physical AI Competition will gather global forces to break through key bottlenecks in physical AI. The on-site PPT showed that the annual support amount for prizes is 10 million US dollars (determined after the final award evaluation each year, not a fixed value), and the recipients are teams or individuals who achieve outstanding technological breakthroughs in the current year, with no regional or other thresholds. The competition categories include arbitrary movement, track and field, fighting, dexterous operation, production and construction, sports events, full-modal human-robot interaction, health care, and others.

The "Yuchuang Plan" is aimed at teams that have already established companies or have a clear entrepreneurial direction, recruiting entrepreneurs who possess core technology, product capabilities or industrial resources and are committed to promoting the commercial implementation of embodied intelligence. The key recruitment directions of this plan are industry application solutions, developer tools and ecosystem software, data and simulation platforms, robot bodies and core components, embodied intelligence algorithm models, global markets and channel services, and others.

This long-term strategic investment is estimated to have a collaborative scale of several billion yuan over the next five years, and plans to incubate more than 200 high-quality ecosystem enterprises.

It is not hard to see that Unitree Technology not only wants to sell hardware bodies, but also plans to further expand its ecosystem layout.

The reporter noted that companies in the industry such as AgiBot and Galaxea have similar moves. AgiBot this year released the Yuansheng Ecosystem Development Plan, with total investment of more than 2 billion yuan over the next five years, aiming to cover a thousand-level scientific research institutions, link ten-thousand-level ecosystem partners, cultivate hundred-thousand-level developers, and reach million-level terminal users. Galaxea, together with Cathay Capital, jointly launched the entrepreneurial partner plan "Xingtu Plan," providing capital, technology and industrial resources to early-stage embodied intelligence entrepreneurial teams, with plans to invest 1 billion yuan over five years.

Previously, Cai Bingzhen, director of the Gaogong Robot Industry Research Institute, analyzed in an interview with reporters that the development of embodied intelligence is still in an early stage, and supporting ecosystem partners will promote the development of the industry and the industrial chain. Some industry insiders also believe that ecosystem layout is also a kind of strategic positioning. The most typical example is Nvidia, which relies on ecosystem advantages to lock in developers and form demand scale. Statement: Sina.com exclusive article, unauthorized reproduction prohibited. tech_web_article_v2015_block_bottom Non-targeted 300*250 button 17/09 wenjing begin

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