Sergey Diakov
⬤ Unitree Robotics lost access to China's "green channel"—a fast-track system that lets companies skip ahead in the IPO queue with simplified paperwork and quicker approvals. Regulators quietly removed the company from this express lane, forcing it back into the regular review process.
⬤ The China Securities Regulatory Commission shows Unitree wrapped up its IPO prep work in November with CITIC Securities guiding the process. If the listing happens, Unitree would become the first humanoid robotics company trading on China's A-share market—a significant moment for the country's robotics sector.
⬤ Losing fast-track status doesn't kill Unitree's IPO plans. Sources say the company still qualifies for listing and will simply wait in the normal application line instead of jumping ahead.
⬤ The move reflects growing regulatory caution around the robotics and AI boom. Chinese authorities are pumping the brakes on hype-driven sectors while trying to keep innovation moving forward without creating market bubbles. For Unitree, going public remains a key step in the development of humanoid robotics, just on a slower timeline.
Sergey Diakov
