KOID Overview

• Launch of KOID ETF: KraneShares celebrated the launch of the KraneShares Global Humanoid & Embodied Intelligence Index UCITS ETF (LSE: KOID) in London, featuring a humanoid robot to symbolize the fund's focus on innovation in robotics and embodied intelligence.

• Real-World Applications of Humanoid Robots: The event showcased the Unitree G1 Ultimate robot, which demonstrated real-world interactions, highlighting the growing presence of humanoid robots in various sectors, with projections suggesting a significant market growth by 2050.

• Launch of New ETF: KraneShares has launched the KraneShares Global Humanoid & Embodied Intelligence Index UCITS ETF (LSE: KOID) on the London Stock Exchange, aimed at providing investors with exposure to the humanoid robotics and embodied intelligence sector.

• Market Potential: The ETF captures a diversified range of companies involved in humanoid robotics and AI technologies, with analysts projecting significant growth in the sector, potentially reaching 1 billion humanoids and $5 trillion in annual revenue by 2050.

World Humanoid Robot Games

• Event Overview: The inaugural World Humanoid Robot Games took place in Beijing, featuring a variety of athletic challenges, cognitive tests, and artistic performances aimed at evaluating the agility, intelligence, and human-like characteristics of humanoid robots.
• Unitree Robotics' Performance: Unitree Robotics emerged as a standout participant, winning 11 medals, including four golds, and setting records in multiple events such as the 400-meter dash and the 4×100-meter relay.

Unitree Robotics

• Company Background: Founded in 2016 by Wang Xingxing, Unitree Robotics initially focused on creating affordable and agile legged robots, gaining recognition for its quadruped models and aiming to provide advanced robotics at lower costs compared to Western firms.
• Future Aspirations: By 2026, Unitree aims to enhance humanoid robot capabilities in perception and task execution, aspiring to develop general-purpose robots that can operate in diverse environments beyond mere demonstrations.

Investment and Shareholding

• Shareholder Structure: Wang Xingxing is the largest shareholder, with Meituan holding approximately 8.24%. Other notable investors include the Beijing Robot Industry Fund and Shoucheng Holdings, alongside major tech companies like Tencent, Alibaba, and ByteDance participating in the latest funding round.
• IPO Plans: Unitree Robotics has initiated steps towards a potential initial public offering in China, indicating its growth trajectory and market ambitions.

Competitors in Humanoid Robotics

• Key Players: The humanoid robotics sector includes significant competitors such as Tesla, Boston Dynamics, Agility Robotics, and others, with various companies backed by major investors like Google and Hyundai.

Humanoid Robotics ETFs

• Investment Opportunities: Several ETFs focus on humanoid robotics, including Roundhill Humanoid Robotics ETF, KraneShares Global Humanoid & Embodied Intelligence Index ETF, and others, providing avenues for investors interested in this emerging field.

• Humanoid Robots and Market Potential: Rapid advancements in AI and robotics are making humanoid robots a reality, with predictions that the market could exceed $5 trillion by 2050 and over 1 billion humanoids in use, primarily for industrial purposes.

• Investment Opportunities: Investors can now access two ETFs focused on humanoid robotics—Roundhill Humanoid Robotics ETF (HUMN), which is actively managed with significant holdings in Tesla and NVIDIA, and KraneShares Global Humanoid and Embodied Intelligence Index ETF (KOID), which follows an index-based strategy.

• Emergence of Humanoid Robotics: Humanoid robots like Tesla's Optimus and Boston Dynamics' Atlas are already operational in factories, prompting investors to explore exposure through new ETFs focused on humanoid robotics, with a projected market value of $5 trillion by 2050.

• Investment Opportunities and Trends: Roundhill's actively managed HUMN ETF aims to capitalize on the convergence of labor shortages, decreasing AI costs, and competitive robot pricing, while also addressing concerns about over-exposure to Tesla by capping its holdings within the fund.

• Emergence of Humanoid Robotics ETFs: Two new ETFs, Roundhill Humanoid Robotics ETF (HUMN) and KraneShares Global Humanoid & Embodied Intelligence ETF (KOID), are launched to capitalize on the anticipated $5 trillion humanoid robotics market by 2050, with significant investments in leading tech companies like Tesla and NVIDIA.

• Investment Strategies: HUMN focuses on actively managed investments in key robotics firms, while KOID offers a diversified approach tracking a broader index of companies involved in embodied intelligence, providing investors with options to engage in the growing humanoid robotics sector.