Daily Pulse #64 | Aug 14 Friday Edition | Unitree's IPO allocation closes: only 8,734 shares abandoned online, zero offline, underwriter takes the lot — 'first humanoid robot stock' could list as early as next week; 2nd World Humanoid Robot Games open Aug 22 at the Ice Ribbon: 2,056 robots from 666 teams across 16 countries, double last year's scale; Roborock's dual flagships go on sale today — G30S Ultra (41,000Pa + 75°C hot-water roller mopping) and P30 Pro

🎯 Friday Briefing (Aug 14)

Today’s throughline: closing and opening. Unitree published its STAR Market IPO allocation results last night (Aug 13): online investors abandoned just 8,734 shares, offline investors abandoned zero, and the underwriter took the remainder — against a backdrop of 9.7846 million subscribers and a record-low 0.0181% hit rate, the abandonment rate is almost negligible, the issuance process is complete, and the ‘first humanoid robot stock’ could list as early as next week. The 2nd World Humanoid Robot Games was announced for Aug 22 at the National Speed Skating Oval (‘Ice Ribbon’): 2,056 robots from 666 teams across 16 countries — total team count up 138% year-on-year and robots roughly doubled — expanding from half-marathon and sprints to high-intensity events like long jump, weightlifting, tug-of-war and table tennis. And on the consumer side, Roborock’s dual flagships go on sale today: the G30S Ultra with 41,000Pa peak suction and 75°C hot-water roller mopping, alongside the P30 Pro.

• 📰 Unitree’s allocation closes — Only 8,734 shares abandoned online, zero offline; underwriter takes the lot; listing as early as next week • 🏅 World Humanoid Robot Games announced — Aug 22 at the Ice Ribbon; 2,056 robots from 666 teams in 16 countries; scale roughly doubled • 🧹 Roborock dual flagships on sale today — G30S Ultra (41,000Pa + 75°C hot-water mopping) and P30 Pro launch together

1. 📰 Unitree’s IPO Allocation Closes: Only 8,734 Shares Abandoned Online, Zero Offline, Underwriter Takes the Lot — ‘First Humanoid Robot Stock’ Could List as Early as Next Week

In one sentence: On the evening of Aug 13, Unitree published the allocation results of its initial public offering on the STAR Market: online investors paid for 9.6983 million shares and abandoned just 8,734; offline investors paid for 22.6501 million shares and abandoned zero. The abandoned 8,734 shares (worth about ¥1.3171 million) were taken by the lead underwriter. With payment and allocation now fully complete, the market widely expects Unitree to begin trading as early as next week.

💡 Why it matters: A pair of numbers tells the whole story — 9.7846 million subscription accounts, an 8,288.82x online oversubscription multiple, and a 0.0181% hit rate, the lowest in STAR Market history — and yet only 8,734 shares were abandoned, worth about ¥1.3171 million at the ¥150.80 offer price, an abandonment rate of under one-hundredth of one percent; offline, abandonment was zero. When shares this scarce are almost all paid for, the market’s enthusiasm for the ‘first humanoid robot stock’ has carried straight from “fight to subscribe” into “fight to pay.” With the issuance process closed, the listing countdown is on: as early as next week, A-shares will welcome their first true humanoid-robot integrator, and the stock’s debut-day performance and valuation anchor will directly shape the pricing framework for the entire humanoid-robot sector.

Key facts:

Online allocation: 9.6983 million shares paid; 8,734 shares abandoned (≈¥1.3171 million), taken by the lead underwriter
Offline allocation: 22.6501 million shares paid; 0 shares abandoned
Offer price: ¥150.80/share; one lot (500 shares) requires ¥75,400
Offer size: 40.4464 million new shares (≈10% of post-offering capital); issue market cap ≈¥61 billion
Subscription heat: 9.7846 million accounts (STAR Market record), 53.637 billion valid shares subscribed, 8,288.82x online multiple, 0.0181% hit rate (record low)
Strategic placement: Liang Wenfeng’s High-Flyer and DeepSeek together allocated ≈1.1916 million shares (≈¥180 million)
Listing pace: Issuance complete; market expects trading as early as next week
Valuation debate: CCBI gives a ¥109 billion market-cap forecast (32x 2026 P/S); some institutions see ¥200–300 billion (implying static P/E above 700x)

📌 Takeaway: The 8,734 abandoned shares are the final footnote to the hottest IPO draw in history: those who couldn’t get in fought tooth and nail; those who won the draw held on. With the issuance closed, attention shifts to the debut — the valuation anchor, liquidity, and sector ripple of the ‘first humanoid robot stock’ will all be tested by the secondary market. Whatever happens on day one, A-shares’ humanoid-robot sector now has its own pricing anchor.

🔗 Eastmoney: Unitree — online investors abandoned 8,734 shares | Sina Finance: Unitree’s 8,734 abandoned shares

Unitree IPO allocation results: only 8,734 shares abandoned online

2. 🏅 2nd World Humanoid Robot Games Announced: Aug 22 at the Ice Ribbon, 2,056 Robots from 666 Teams Across 16 Countries — Scale Roughly Doubled

In one sentence: On Aug 13, Beijing announced at a press conference that the 2nd World Humanoid Robot Games will open on Aug 22 at the National Speed Skating Oval (‘Ice Ribbon’), co-hosted by the Beijing Municipal Government and China Media Group. The event draws 2,056 robots from 666 teams across 16 countries on six continents — total teams up 138% year-on-year and robots roughly double last year’s count — with new high-intensity events including long jump, weightlifting, tug-of-war and table tennis.

💡 Why it matters: A year ago, at the inaugural Games, humanoid robots were still struggling just to finish a half-marathon — the 2025 Beijing Yizhuang humanoid-robot half-marathon champion finished in 2h40m42s. By 2026, the champion’s time has dropped to 50m26s, less than a third of last year’s mark and faster than the human record. From “can finish the race” to adding long jump, weightlifting, tug-of-war and table tennis, humanoid athletic capability has crossed a qualitative threshold in a single year. The scale signal matters just as much: 16 countries, 666 teams, 2,056 robots, team count up 138% — this is not just Beijing flexing as the ‘humanoid-robot capital,’ but a centralized review of global commercialization progress: whoever runs faster, jumps farther, and lifts heavier takes the lead in the next generation of ‘physical intelligence.’

Key facts:

Date & venue: Opens Aug 22, National Speed Skating Oval (‘Ice Ribbon’), Beijing
Organizers: Beijing Municipal Government, China Media Group and others
Scale: 2,056 robots from 666 teams across 16 countries on six continents; team count up 138% YoY, robots roughly doubled
New events: Long jump, weightlifting, tug-of-war, table tennis and other high-intensity contests that push robot bodies and core components to their limits
Opening concept: A ‘torch-relay’ style energy handover planned by China Media Group, traveling across cities outside Beijing
Capability leap reference: Yizhuang humanoid half-marathon champion time cut from 2h40m42s (2025) to 50m26s (2026), less than a third of last year’s mark and under the human record
Industry context: Beijing MIIT Director Jiang Guangzhi briefed on preparations; Chinese makers shipped 97%+ of all humanoids globally in H1 2026

📌 Takeaway: The 2nd World Humanoid Robot Games is the most important midterm exam for the humanoid industry in 2026: scale roughly doubled and events upgraded to high-intensity contests — validating a year of engineering progress in robot bodies and core components while giving the global supply chain a common arena. When the Games open on Aug 22, the long jump, weightlifting, tug-of-war and table tennis results will be the clearest window into who can first step into real physical-labor scenarios.

🔗 China News Service: 2,000+ robots from 16 countries to compete | Xinhua: 2nd Games robot count roughly doubles | Beijing News: Robot weightlifting, tug-of-war, table tennis preview

2nd World Humanoid Robot Games: 2,056 robots from 666 teams across 16 countries

2025 World Humanoid Robot Games: Unitree robot wins the 1500m

3. 🧹 Roborock’s Dual Flagships Go on Sale Today: G30S Ultra (41,000Pa Peak Suction + 75°C Hot-Water Roller Mopping) and P30 Pro Launch Together — Premium Showdown Begins

In one sentence: On Aug 14, two Roborock models officially go on sale: the new roller flagship G30S Ultra pairs a new-generation high-speed motor with 41,000Pa peak suction, a roller-mopping structure with the full-domain pressurized live-water washing 2.0 system, 75°C hot-water mopping and a 16-nozzle ‘golden spray’ — engineered for zero pet-hair tangles — alongside the new-generation self-cleaning robot vacuum P30 Pro. Both models opened reservations on JD.com ahead of launch.

💡 Why it matters: After announcing on Aug 10 and re-confirming on Aug 12, Roborock lands both flagships today (Aug 14) — the G-series’ first-ever roller-mopping robot and a clear bet on the ‘roller + hot water’ direction in the premium line. From the G30S Pro (Jan 2026, 35,000Pa) to the G30S Ultra (41,000Pa), the suction ceiling has risen another 6,000Pa in six months; the 75°C hot water and 16-nozzle golden spray target the two most frequent pain points: kitchen grease and pet hair. With Dreame and Ecovacs launching rival flagships in the same window, Roborock’s ‘roller flagship + classic flagship’ double launch turns the premium showdown up to full intensity.

Key facts:

Launch date: Aug 14, both models on sale; JD.com reservations opened earlier
G30S Ultra suction: 41,000Pa peak, new-generation high-speed motor
G30S Ultra mopping: Full-domain pressurized live-water washing 2.0, 75°C hot water, 16-nozzle golden spray, ‘spray-wash-scrape-collect’ in one pass
G30S Ultra anti-tangle: Roller structure delivers zero pet-hair tangles; hair and debris pulled straight into the airflow path
G30S Ultra positioning: First roller-mopping robot in the Roborock G-series
P30 Pro: New-generation self-cleaning robot vacuum launching alongside
Industry context: Ecovacs, Roborock and Dreame held the top three in H1 2026 China sales; the G30S Pro set the flagship bar with 8.8cm obstacle climbing and chassis-lift 3.0

📌 Takeaway: Launching two flagships on the same day signals a strategy shift from single-model iteration to portfolio coverage — the G30S Ultra attacks the spec ceiling (41,000Pa + 75°C hot water) while the P30 Pro defends the classic experience. Debut pricing and real-world reviews will decide whether this combination wins against Dreame and Ecovacs, and set the tone for the premium segment through H2 2026.

🔗 MyDrivers: Roborock G30S Ultra announced — 41,000Pa peak suction, 75°C hot-water mopping | Roborock official

Roborock G30S Ultra roller flagship goes on sale today

Roborock G30S series robot vacuum

🔍 What to Watch

The ‘first humanoid robot stock’ closes the final step of its issuance, the World Humanoid Robot Games announces its opening, and Roborock’s dual flagships hit the shelves — capital, industry and consumer fronts all hit new milestones on the same day. Unitree’s 8,734 abandoned shares with zero offline abandonments extends the ‘9.78M-account frenzy’ into the payment phase, with the listing now in countdown; 2,056 robots from 16 countries will compete on Aug 22, from half-marathon to long jump, weightlifting, tug-of-war and table tennis, redrawing the boundaries of what humanoid bodies can do; and Roborock’s ‘roller flagship + classic flagship’ combination officially opens the premium vacuum showdown. Tomorrow: watch for Unitree’s listing-date confirmation, first-day pricing and reviews of the G30S Ultra and P30 Pro, and the rollout of the Games’ participant lineup.