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“张雪机车”遭台当局查扣国台办：不得人心_我的网站

一呼百应

A | 北京8月19日电（记者李寒芳、覃朗）国务院台办发言人朱凤莲19日在例行新闻发布会上应询表示，消费者期盼使用优质产品，商家尽力满足这一需求，是市场规律使然。 Unitree: Valuation rise reflects optimism Investors are showing a strong appetite for Unitree Robotics' initial public offering, reflecting growing optimism about China's ambition to turn its industrial chain strengths into commercially viable artificial intelligence applications in the physical world, market experts and investment banks said. Though still at an early stage of commercialization, China's embodied intelligence industry is gaining momentum in scaling up applications, first in business scenarios and later in consumer markets, creating a distinctive opportunity set for global investors, they said. The IPO of Unitree on Shanghai's STAR Market — the first A-share listing of a major producer of humanoid robots — has entered the subscription stage, with buoyant demand helping to lift its issue price and fundraising size above earlier expectations. Its issuing announcement showed that it had priced its IPO at 150.80 yuan ($22.35) per share, with expected proceeds amounting to 6.099 billion yuan, higher than the 4.202 billion yuan estimated in its earlier IPO filing at an implied price of about 104 yuan per share. Its IPO price represents a price-to-earnings ratio of 219.23 times, far surpassing the industry average of 38.56 times and giving it a market capitalization of about 60.99 billion yuan at the IPO price, the announcement said. The offering attracted a group of strategic investors, including the National Council for Social Security Fund, DeepSeek, as well as investment arms or affiliates of China National Petroleum Corp, China Southern Power Grid, China Telecom, Tencent and CITIC Securities. Notably, the social security fund has become Unitree's largest strategic investor, subscribing to 933,402 shares, or 2.31 percent of the offering, for around 141 million yuan. The move underscores long-term institutional capital's recognition of the humanoid robotics sector's prospects. Retail investors have also shown enthusiasm ahead of Unitree's online subscriptions that open on Monday, with posts wishing for successful allocations piling up on financial information platform Eastmoney's online stock forum for the company. Yang Shuning, executive director and partner at Wenzhi Capital, a Beijing-based private equity company focused on high-tech investments, said the keen demand and high valuation reflect investors' optimism about Unitree's commercialization prospects and its positioning in the embodied intelligence sector. "Given the scarcity premium enjoyed by leading players in tech sectors and the multibillion-dollar valuations seen among overseas humanoid robotics peers, Unitree's valuation is not without justification," he said. But Yang cautioned that Unitree's valuation is less about current earnings than about investors pricing in its future profitability. "If Unitree falls behind in scaling up commercialization, revenue growth weakens or investors start using a different valuation yardstick, valuations would come under pressure." Commercial promise Wang Xingxing, Unitree's founder and chairman, said on Friday that the company's pure humanoid robot shipments exceeded 5,500 units in 2025, the highest in the world. Unitree's rise has come as China's humanoid robotics sector takes the lead worldwide in terms of shipments, with its commercialization prospects becoming increasingly visible. Citing exhibition examples at the World Artificial Intelligence Conference in Shanghai, UBS said in a recent report that humanoid robots are "increasingly being evaluated as production tools rather than exhibition assets". Commercialization should first scale in structured business-to-business scenarios such as factories, logistics and smart pharmacies, while consumer use cases remain a longer-term prospect, the report said. Zhao Liang, a partner at Unique Capital, an investment institution focused on AI innovation, said that humanoid robots may integrate with specific application scenarios on a large scale in the next three to five years. "Given China's advantages in industrial supply chains and talent, the country's embodied intelligence industry chain may bring a surprise to the world," Zhao said. Unitree's listing, which took only 104 days to go from the application acceptance stage to registration approval, is expected to further boost financing, investment and development of China's embodied intelligence sector, experts said. Besides Unitree, another major Chinese humanoid manufacturer, AGIBOT, is seeking an IPO in Hong Kong. According to UBS, China's embodied AI sector saw a wave of IPO filings and strong primary market financing this year, with first-half funding going above 34.5 billion yuan. With a buoyant listing pipeline, China's embodied intelligence industry — and the broader physical AI sector — could offer global investors a distinct exposure to the next phase of AI development where physical-world applications become increasingly important, experts added. Goldman Sachs said in a report that while the US and North Asian tech companies hold a dominant position in sectors such as semiconductor and AI models, China's AI opportunity set seems better populated in power, infrastructure and physical AI, implying a potentially strong value proposition and diversification benefits to global investors. 。对于台湾首辆民众自行购买零件组装的“张雪机车”被查扣，网上有一句精辟的评论：“大陆在演神话，台湾在闹笑话”。民进党当局出于谋“独”本性，阻挠限制大陆优质产品入台，损害消费者权益，其霸道行径不得人心，只会破坏和恶化台湾的营商环境。据台媒报道，今年上半年台湾出境游逆差高达636万人次，岛内业界分析缺口原因主要是大陆游客无法正常赴台，呼吁民进党当局尽快开放陆客赴台。

B | 朱凤莲应询表示，我们一贯秉持“两岸一家亲”理念，积极推动两岸人员往来。

C | 民进党当局顽固坚持“台独”立场，迟迟不开放大陆居民赴台湾旅游，人为割裂两岸观光市场，只会错失大陆庞大的客源红利。奉劝民进党当局正视岛内业界民生诉求，莫再以各种借口阻挠大陆居民赴台旅游。台媒报道，台湾商业总会理事长许舒博表示，为争取恢复两岸更多直航点，已与陆委会协商，朝“先包机、后直航”方向推动，并将西安往返台湾的包机需求送交台湾民航部门审查。就此，朱凤莲答问表示，台湾有关方面和热心人士为争取恢复两岸更多直航点四处奔走呼吁，充分反映了两岸同胞热切期盼全面恢复两岸空中客运直航正常化的共同心愿。她介绍，大陆民航局受理了东方航空公司关于西安至桃园的包机申请。但据了解，台民航主管部门以不在节日包机范围内为由，已拒绝本次包机申请。这再次证明民进党当局一直声称已开放的所谓“包机点”，申请条件苛刻，民众和业者“看得到，摸不着，更吃不到”。