Serenity: Unitree Robotics' IPO May Drive Valuation of Robotics Sector, Benefiting Supply Chain Companies Like Leaderdrive and Harmonic Drive

BlockBeats reported on August 6 that Serenity stated in an article that Unitree Robotics currently has an implied market value of approximately $29.3 billion in the derivatives market. Referring to the performance of perpetual contracts for Cerebras and SpaceX prior to their IPOs, the related prices were relatively close to the opening prices at listing. Based on Unitree Robotics' IPO target valuation of $5.7 billion to $6.2 billion expected this month, the current implied valuation in the derivatives market is about 370% to 414% higher, equivalent to 4.7 to 5.1 times the target valuation. If Unitree Robotics can maintain this valuation post-IPO, it may have a driving effect on the robotics sector. The article lists Leaderdrive (绿的谐波), Harmonic Drive, and Ouster as robotics supply chain companies that could benefit, noting that the listing of industry leaders often boosts the valuation of other companies in the same sector. However, it emphasizes that this does not constitute investment advice. Unitree Robotics is expected to proceed with its IPO later this month, with subscription possibly starting on August 10 and the final issuance results potentially announced on August 14. Agility Robotics, on the other hand, may advance its related plans in the fourth quarter. [Original Link]