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GiGi發財豬
GiGi發財豬
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宇树科技今天登陆科创板,直接拿下人形机器人第一股的头衔 发行价:150.8元 开盘价:1100元 开盘涨幅:629.44% 打新收益:中一签500股赚47.46万元,刷新今年记录 市值变化:从发行估值610亿元,瞬间飙到4449亿元 基本面:2025年营收17亿元,净利润2.78亿元,人形机器人出货超5500台 为什么能爆成这样 ? 极度稀缺 大家炒概念多是买零部件,宇树是极少数能直接看整机量产、且已经规模盈利的公司 情绪与资金溢价 特斯拉Optimus买不到,宇树就成了资本押注具身智能的最佳载体 应用场景局限 目前绝大部分出货还是卖给高校和科研机构,工厂和家庭等场景还没真正跑通 增收不增利 为了降本抢份额,加上研发销售费用激增,今年一季度利润已下滑超50% 短期 剧烈回调 6倍涨幅一口气预支了未来几年业绩。获利盘强兑现下,换手率拉高必面临洗盘,追高极其危险 中期 行业洗牌 宇树会成为国内机器人的估值锚点,加速淘汰讲故事的公司,行业进入拼交付的阶段 长期 看场景落地 就看两个指标,四足稳现金流,人形在工厂放量。落得下去是智造标杆,落不下去高估值就会挤泡沫
GiGi發財豬
GiGi發財豬
Unitree Technology is finally decided, listing on August 19 at an issue price of 150.80 yuan per share, raising 6.1 billion yuan, with a total market value surpassing 60 billion yuan and a price-to-earnings ratio soaring over 200 times Approaching the IPO, market heat and reactions ▶️ Chips are extremely scarce: The winning rate is only about 0.018%, with a single win costing 75,400 yuan. The entry barrier for retail investors is high, and almost all the shares are taken by institutions in groups ▶️ Last-minute kick to show off his muscles: On the eve of its launch, it directly released a new product with an extreme running speed of 12.66 meters per second, forcibly raising technical barriers and attracting significant capital attention ▶️ Pitcher lineup bonuses: Besides the national team fund, top AI players like DeepSeek have also been brought in. The market is paying not just for hardware, but also for expectations of embodied intelligence for large models 🧩 In the short term, The first five trading days have no price change limit, and combined with the initial floating volume being very small—only 7.44%—the opening is likely to be heavily driven by sentiment, causing very sharp price fluctuations 🧩 In the medium to long term, Unitree is setting the benchmark for the entire humanoid robot sector. A valuation of 60 billion yuan already far exceeds current performance. Whether it can hold the market going forward depends not on how much the four-legged dog sells, but on whether humanoid robots can truly achieve large-scale commercialization in factories and households Stock code: 688836 Non-investment advice for DYOR

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