软银拟收购瑞士AI机器人初创公司Gravis，估值或逾5亿美元
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Baidu's affiliated funds and others have invested in Mifeng Technology, a subsidiary of Zhiyuan Robotics.
According to Mars Finance, Tianyancha App shows that Shanghai Mifeng Embodied Intelligent Technology Co., Ltd. recently underwent industrial and commercial registration changes, adding Baidu's Sanya Baichuan Zhixin Private Equity Investment Fund Partnership (Limited Partnership), Shanghai Yunfeng Yaochi Investment Center (Limited Partnership), and Junpu Intelligent as shareholders. Simultaneously, its registered capital increased from 5 million RMB to approximately 5.288 million RMB. Established in February 2026, the company's legal representative is Yao Maoqing. Its business scope includes the research and development of intelligent robots; technical services, technical development, technical consulting, technical exchange, technology transfer, and technology promotion; artificial intelligence application software development; electronic product sales; and data processing and storage support services. Currently, it is jointly owned by Zhiyuan Innovation (Shanghai) Technology Co., Ltd., Shanghai Fenghe Ruili Technology Partnership (Limited Partnership), and the aforementioned new shareholders. Public information shows that Mifeng Technology is an embodied intelligent data platform company incubated by Zhiyuan Robotics, focusing on embodied intelligent data services.
JPMorgan Chase: Robotics and autonomous driving may be the next winners in the AI wave.
According to Odaily Odaily, Raisah Rasid, Global Market Strategist at JPMorgan Asset Management, robotics and autonomous driving companies may be the next wave of winners in the artificial intelligence (AI) trade. She noted, "The AI story is far from over, and mass adoption is accelerating, especially in generative AI." She added that as AI-related winners spread beyond hyperscale companies, profit growth (particularly in the hardware sector) has been driving returns in major markets. However, she stated that the triple-digit growth of the South Korean KOSPI index in the first half of the year is unlikely to be repeated in the second half, with growth expected to moderate, as companies may struggle to maintain strong pricing power in the hardware sector. (Jinshi)
Is the first humanoid robot company to go public on the A-share market coming? Unitree Robotics' IPO registration on the Science and Technology Innovation Board has been approved, with plans to raise 4.202 billion yuan.
According to Odaily Odaily on July 6, the Shanghai Stock Exchange website shows that the IPO application status of Unitree Technology Co., Ltd. on the Science and Technology Innovation Board has changed to "registration effective". It is reported that Unitree Robotics plans to issue no less than 40.4464 million new shares in its IPO, accounting for no less than 10% of the total share capital after the issuance, with a planned total fundraising amount of 4.202 billion yuan. According to the prospectus, from 2023 to 2025, the company's operating revenue was 159 million yuan, 393 million yuan, and 1.699 billion yuan, respectively, and its net profit was -11.1451 million yuan, 95.4747 million yuan, and 278 million yuan, respectively, making it one of the few profitable high-performance general-purpose robot companies globally. (Bianews)
Aishida and Zhiyuan Robotics signed a strategic cooperation agreement to carry out in-depth cooperation in five major areas.
Aishida's humanoid robot subsidiary and Zhiyuan Robotics officially signed a strategic cooperation agreement on July 6. According to the agreement, the two parties will conduct in-depth cooperation in five major areas: procurement orders and product delivery, contract manufacturing of embodied intelligent robots, supply chain cooperation for embodied intelligent robots, technical support and scenario-based empowerment, equity investment, and the establishment of joint ventures. (Cailian Press)
Robotics concept stocks continue their strong performance; Leadsun Intelligent achieves three consecutive daily limit-up moves.
According to Mars Finance, the robotics concept stocks continued their strong performance from last week in early trading, with Leisai Intelligent achieving its third consecutive daily limit up, and Huayi Technology hitting the 20cm daily limit up. Fengyuzhu, Estun, Zhenghe Industrial, Wolong Electric Drive, and Dayang Motor also followed suit. In related news, on July 3rd, at the Beijing 2026 Global Digital Economy Conference, Tesla Vice President Tao Lin delivered a keynote speech, publicly confirming core plans: Tesla's Optimus humanoid robot will officially begin mass production by the end of 2026, with the Fremont factory's long-term designed annual production capacity target reaching 1 million units. (Cailian Press)
Guotai Haitong: Investment in themes such as robotics, commercial aerospace, AI, and new materials is booming again.
Mars Finance reports that Guotai Haitong Securities' research report suggests a resurgence of thematic investment. 1. Robotics: Accelerated iteration of physical AI models, application scenarios, and cost reductions are driving large-scale production. We are optimistic about new technology applications, core system manufacturers, and the supply chain. 2. Commercial Aerospace: The Long March 10B rocket is expected to launch in early July, the Qianfan constellation network is accelerating, and breakthroughs in new technologies and addressing shortcomings in launch sites are promising. We are optimistic about aerospace infrastructure construction and new technologies. 3. AI New Materials: Supply and demand imbalances are driving the revaluation of upstream bottleneck assets. We are optimistic about CCL/high-end MLCC/indium phosphide, which have strong price increase certainty. 4. Xinjiang Revitalization: Building a modern industrial system with Xinjiang's unique advantages is promising. We are optimistic about clean energy development and port logistics. (Cailian Press)