宇树科技已成为智能机器人领域的领军力量

Yushu Technology’s Ascent in the Robotics Realm
宇树科技在机器人领域的崛起

宇树科技已从默默无闻到成为智能机器人领域的领军力量。宇树科技的首次公开募股（IPO）搅动了整个行业。完成股份制改革和 C 轮融资后，其估值达到 120 亿元，在中信证券的介入下，即将上市。在红杉资本、美团等 30 多家顶级投资者的支持下，宇树科技自 2020 年以来一直保持盈利。它可能会定义行业规则、整合产业链，引领中国机器人产业在全球竞争中占据有利地位。

宇树科技机器人

Yushu Technology has transformed from obscurity to a leading force in the intelligent robotics field. In 2025, with the domestic robot market heating up and the embodied intelligence track booming, Yushu’s IPO stirs the industry. Having completed shareholding reform and Series C financing, with a valuation of 12 billion yuan, it’s on the verge of going public with CITIC Securities’ intervention.

Backed by over 30 top – tier investors like Sequoia Capital, Meituan, etc., Yushu has been profitable since 2020. In 2024, its revenue exceeded 1 billion yuan with a 50% + gross profit margin. Its product portfolio includes quadruped robots (65% of revenue), humanoid robots (30%), and components (5%). The Go1 quadruped robot has over 50,000 global sales, and the G1 humanoid robot has a 99,000 – yuan price tag with 5,000 units shipped in H1 2025.

Yushu uses three strategies to break the high – price barrier. It chose the direct – drive motor tech route, achieved full – stack self – research to cut costs, and launched scenario – based products. However, it faces C2C and B2B market challenges. Yet, with the humanoid robot market predicted to grow, Yushu aims to transform from a single – product success to an ecosystem leader post – IPO. It may define industry rules, integrate the industrial chain, and lead China‘s robotics industry in global competition.