Humanoid robot sector begins to stampede: old shares sold at 50% discount

Old shares in the humanoid robot sector are being offloaded at a discount: a domestic unicorn working on world models, founded only a few years ago, raised tens of billions in the first half of this year and is valued at tens of billions, and is now urgently selling old shares at 50-60% of the original price. Another embodied intelligence company's valuation rose from 3 billion yuan to 22 billion yuan, and investors transferring old shares at 12 billion yuan (a discount of about 45%) still have not found buyers. In September, regulators began paying more attention to corporate valuations and revenue quality, and private-market valuations of some projects have already been cut by 30% to 50%.