Robotics Stocks: US Humanoid Ban, Unitree IPO | Jul 31, 2026
This week on The Robot Investor: Washington escalates the robotics trade war. The FCC added new foreign-made humanoid robots, robot dogs, and power inverters to its "covered list," effectively banning new Chinese models from U.S. certification on national-security grounds. Morgan Stanley responded with a note calling out the sector's "PR problem" — even as the bank raised its 2026 China humanoid shipment forecast to 50,000 units and flagged the new ban itself as a cost headwind. Meanwhile Unitree Robotics formally launched its Shanghai Star Market IPO, aiming to raise 4.2 billion yuan at a…
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