Shanyu’s first day on the market surged 5x, and now it’s down 45%—and even regulators have started hitting the brakes?😂
The plot moves a little too fast.
Right before Shanyu’s listing, the market went wild for humanoid robots, and the stock price even hit more than 5 times the issue price at one point.
What about after that?
From the peak, it has already retraced about 45%.
Then today, news came out again: China’s regulators are starting to raise the IPO thresholds for humanoid robot companies.
In plain human terms, it’s basically:
Guys, don’t rush to list just to raise money—tell me clearly about your revenue, your losses, and your technology.
Of course, this regulatory update is still reportedly based on media claims from insiders, and Reuters also said there’s no independent confirmation—so don’t treat rumors as gospel.
But I think the most interesting part is:
Before, when people bought robots, they asked:
“How big is the upside?”
Now the market is starting to ask:
“Hey, are you actually making money or not?”
I’m actually planning to keep an eye on a stock like Shanyu again.
Not because a 45% drop automatically makes it cheap.
It’s because when the hottest sector shifts from “close your eyes and tell a story” to a stage where people start crunching the numbers—
real opportunities might only be starting to diverge now.
When it was up 5x, did you dare to chase it? After a 45% drop, do you dare to look at it?😂$UNITREE
The plot moves a little too fast.
Right before Shanyu’s listing, the market went wild for humanoid robots, and the stock price even hit more than 5 times the issue price at one point.
What about after that?
From the peak, it has already retraced about 45%.
Then today, news came out again: China’s regulators are starting to raise the IPO thresholds for humanoid robot companies.
In plain human terms, it’s basically:
Guys, don’t rush to list just to raise money—tell me clearly about your revenue, your losses, and your technology.
Of course, this regulatory update is still reportedly based on media claims from insiders, and Reuters also said there’s no independent confirmation—so don’t treat rumors as gospel.
But I think the most interesting part is:
Before, when people bought robots, they asked:
“How big is the upside?”
Now the market is starting to ask:
“Hey, are you actually making money or not?”
I’m actually planning to keep an eye on a stock like Shanyu again.
Not because a 45% drop automatically makes it cheap.
It’s because when the hottest sector shifts from “close your eyes and tell a story” to a stage where people start crunching the numbers—
real opportunities might only be starting to diverge now.
When it was up 5x, did you dare to chase it? After a 45% drop, do you dare to look at it?😂$UNITREE
