Unitree's $608M Shanghai STAR IPO ships the cheapest credible humanoid (G1 at $27.3K, $8,976 BOM, 67% gross margin per SemiAnalysis). The supply chain behind it — $300124.SZ Inovance, $6324.T Harmonic Drive, $MP, $NVDA Jetson NX, $INTC RealSense, SKF / $6471.T / $TKR bearings — and where investors actually capture the trade.
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