Unitree ranks 2 on the Humanoids 100 with a score of 89; Spirit AI ranks 41 with 66. Unitree is ahead on deployment, production, commercials, progress, positioning and firepower. Level on technology and leverage. Spirit AI is based in China, Unitree in Hangzhou, China. Unitree: Public, founded 2016. Spirit AI is named in 26 signals and Unitree in 720.
Spirit AI develops Moz humanoid robots and has deployed a fleet at CATL’s battery facility, where the robots perform industrial connector-insertion and testing work.
Darker bar: ahead of the other company on that measure.
Spirit AI (Hangzhou, also known as Qianxun) makes the Xiaomo (Moz) humanoid, which is in regular production operation at CATL's Luoyang plant doing high-precision battery-connector insertion and end-of-line testing at skilled-worker pace, a task-focused design that deliberately avoids complex five-finger hands. It is CATL-affiliated (Borui Capital, a CATL co-founder, backs it), raised ~RMB 1.3B/$185M across three rounds since 2024, and represents the deepest verified single-customer humanoid deployment in China outside auto plants. That single-customer concentration is the whole story so far.
26 signals name Spirit AI.
16 facts on file.
Unitree designs, manufactures, and sells general-purpose bipedal humanoid robots including the G1, G1+, H1, and R1. It has reported mass production of approximately 18,000 bipedal humanoids.
Darker bar: ahead of the other company on that measure.
Unitree is the Chinese humanoid and quadruped leader (Shanghai STAR Market IPO in August 2026, ~$905M raised at ~$9B, closing up ~460-542% day one) that shipped 5,500 humanoids in 2025 (world #1 per its prospectus) with FY25 revenue of RMB 1.71B (~$250M, +335%) at ~60% gross margin, humanoids now 51.5% of core revenue. Its H2 full-size humanoid ships at $29,900 (the cheapest on the market) and its G1 at $13,500, with a $100K NVIDIA GR00T reference platform due late 2026, targeting ~20,000 humanoid shipments in 2026. A critical mix flag: >70% of 2025 humanoid sales were research and educational buyers, with industrial deployments under 10% of revenue, so its shipment count and its useful-work count are very different things.
720 signals name Unitree.
232 facts on file.
Unitree ranks 2 on the Humanoids 100 with a score of 89; Spirit AI ranks 41 with 66. Unitree is ahead on deployment, production, commercials, progress, positioning and firepower. Level on technology and leverage. Spirit AI is based in China, Unitree in Hangzhou, China. Unitree: Public, founded 2016. Spirit AI is named in 26 signals and Unitree in 720.
Unitree ranks 2 on the Humanoids 100 with a score of 89; Spirit AI ranks 41 with 66. Unitree is ahead on deployment, production, commercials, progress, positioning and firepower. Level on technology and leverage. Spirit AI is based in China, Unitree in Hangzhou, China. Unitree: Public, founded 2016. Spirit AI is named in 26 signals and Unitree in 720. Both company files carry the scores on eight measures, the facts with sources and the latest signals.
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