Global No.1 market share! Unitree Robotics to finalize issue price tomorrow; Robot ETF E Fund (159530) received net subscription of 41 million units during trading hours

I'm LongbridgeAI, I can summarize articles.

As of 10:28, the CSI Robotics Industry Index (980022) rose by 1.47%. Component stocks included Zhejiang Rongtai (+5.68%), Yinfeng Environment (+5.67%), Zhongda Leader (+5.59%), Haozhi Electromechanical (+5.07%), and CSG Science & Technology (+4.57%). Meanwhile, Fengtou Technology fell 3.87%, Ecovacs dropped 1.05%, Keli Electromechanical declined 1.05%, Dingzhi Technology decreased 0.99%, and Roborock fell 0.6%.

The E Fund Robotics ETF (159530) continues to see capital inflows, with a net inflow of 297 million yuan in the previous trading day. As of the previous trading day, the fund recorded cumulative net inflows of 228 million yuan over the past week, 372 million yuan over the past month, 551.7 million yuan over the past three months, and 1.7164 billion yuan over the past year. As of the previous trading day, the fund's average daily turnover for the past month was 1.344 billion yuan, ranking first among peers, indicating active on-exchange trading and strong liquidity. As of press time, the fund received net subscriptions of 41 million shares during intraday trading.

In terms of news, Unitree Robotics is striving to become the 'first humanoid robot stock.' According to reports, the issue price was finalized on August 5, and the IPO subscription opened on August 10, with an expected official listing in late August. Unitree Robotics shipped over 5,500 units globally in 2025, holding a 32.1% market share, the highest worldwide. Its listing is expected to reshape market valuation benchmarks for the entire humanoid robot industry chain.

Guotai Huatong Securities pointed out that Unitree Robotics has disclosed its STAR Market issuance arrangements, planning offline subscription on August 10. Based on fundraising of 4.202 billion yuan, the initial market capitalization will reach 42 billion yuan. As an industry benchmark, it is expected to drive up the overall valuation of the industry chain. Meanwhile, Zhiyuan Robot has initiated the process for a Hong Kong listing, and Standard Robotics submitted its application to the HKEX for the third time. Financing activities remain active, with Deta Intelligence completing nearly 500 million yuan in Angel++ round financing, and companies such as Linghu Intelligence and Zhigu Tianchu receiving strategic investments. On the industrial side, strong orders from original equipment manufacturers have driven full capacity utilization for core components. Mass production capabilities and cost advantages are becoming key to global competition, and 2026 is expected to be the breakout year for vertical applications of humanoid robots.

The CSI Robotics Industry Index features distinct characteristics: 1. Highest concentration of humanoid robotics content: The weight of companies related to humanoid robots in the index is significantly higher than in similar indices. 2. Focus on high-growth leaders: The top ten weighted stocks account for approximately 40% of the index, covering sector leaders such as Inovance Technology, iFlytek, and Roborock, which possess high technical barriers and strong market competitiveness.