Serenity: IPO của Unitree có thể tăng giá trị ngành robot

The Huoxing Finance report states that on August 6, Serenity posted that Unitree Technology's implied market capitalization in the derivatives market is currently approximately $29.3 billion. Referring to the performance of perpetual contracts for Cerebras and SpaceX prior to their IPOs, the related prices were relatively close to their IPO opening prices. Based on Unitree Technology's expected IPO valuation target of $5.7 billion to $6.2 billion this month, the current implied valuation from derivatives is approximately 370% to 414% higher, equivalent to 4.7 to 5.1 times the target valuation. If Unitree Technology can maintain this valuation after its IPO, it may stimulate the robotics sector. It listed robotics supply chain companies such as Leaderdrive (Green Harmonic), Harmonic Drive, and Ouster, noting that industry leaders typically drive valuations for other companies in the same sector, while emphasizing that this does not constitute investment advice. Unitree Technology is expected to advance its IPO later this month, with subscription likely on August 10 and final issuance results potentially announced on August 14; Agility Robotics may proceed with related plans in the fourth quarter.