China AI IPO Atlas · 18M
Review window: Feb. 17, 2025—Aug. 17, 2026Common market cutoff: around the Aug. 14, 2026 close
Some delayed Hong Kong quotes updated through Aug. 17

China AI IPO
18-Month Atlas

A-share Main Board, ChiNext, STAR Market and Hong Kong: tracking how foundation-model, AI infrastructure and physical-AI companies were repriced from the offer to Day 1 and the latest close.

Core-business screen56-company sampleFilterable / sortableDay 1 and cumulative returnsNot investment advice
Core IPO sample
56
19 A-share · 37 Hong Kong
Median cumulative return
Versus offer price; fees excluded
Still above offer
Share of the sample
Top performer
Largest drawdown
01 | Pure-play model IPOs cluster in Hong Kong

Zhipu AI and MiniMax brought foundation models to the public market. Returns in the same theme range from roughly −67% to +993%—commercial execution matters more than the label.

02 | ChiNext is not empty—storage leads

The ChiNext sample now covers nine companies spanning enterprise SSDs, component distribution, optical sensing, robot motors and vertical LLMs. DapuStor and ICkey stand out.

03 | Physical AI has split sharply

Service robots, digital twins and selected machine-vision names drew strong bids. Several Hong Kong robotaxi, LiDAR and commercial-autonomy stocks fell below offer.

IPO fundraising ranking

Estimated gross proceeds before underwriting fees and over-allotment. Cross-market ranks use a common USD conversion at the Aug. 17, 2026 cutoff.

Largest offerings in the current filter

Return spectrum

Top and bottom eight cumulative returns in the current filter. Bar lengths use a square-root scale so outliers do not swamp the rest.

Above offerBelow offer
Cumulative return since offerAll boards · All themes

IPO details

The mini-line shows offer price = 100, Day 1 close and latest close. It is a three-point milestone chart—not a daily price series.

Company / tickerBoardListing dateThemeCore exposureForeign investor accessGross proceedsOverall rankOffer priceDay 1 returnLatest returnThree-point pathSource
No companies match the current filters.

Scope and methodology

  • Included: Companies that began trading in the review window and whose prospectus places core revenue, products or strategy directly in foundation/vertical models, AI chips and critical data-center hardware, autonomous driving, robotics or industrial physical AI.
  • Excluded: Legacy companies with only an “AI concept,” upstream commodity materials, vehicle brands, AI drug discovery, generic SaaS and the Beijing Stock Exchange.
  • Unitree update: Unitree Robotics began trading on Aug. 19, 2026 and is now included. Its Day 1 and cumulative-return figures use unadjusted closes through Aug. 25, 2026; the rest of the atlas retains the original Aug. 17 data cutoff.
  • A+H / U.S.+H: The Hong Kong listing date and return refer only to the H-share offering, not necessarily the company’s first public listing. These cases are flagged under “Core exposure.”
  • Foreign investor access: “Retail access” means an overseas individual can normally buy the security through a broker that supports the relevant market. “Institutional only” means Northbound Stock Connect access is limited to institutional professional investors. “Restricted” means the A share was not on the Northbound eligible list at the Aug. 17, 2026 cutoff; QFI or qualifying onshore-account routes may still apply.
  • Fundraising: Gross proceeds are estimated as the final offer price multiplied by total shares in the offering, before underwriting fees and any over-allotment exercise. A-share issue counts come from Eastmoney IPO files; Hong Kong global-offering counts come from ET Net. USD ranks use USD/CNY 6.7873 and USD/HKD 7.8473 on Aug. 17, 2026. Seyond’s De-SPAC listing had no directly comparable conventional IPO offering and is excluded from the ranking.
  • Returns: The base formula is close ÷ offer price − 1. New ChiNext entries with bonus shares or cash dividends use a simple holding-value adjustment and are flagged in the table. Fees, taxes and FX are excluded. Delayed quotes and corporate-action treatment may create small differences versus live terminals. Seyond uses a De-SPAC reference-price basis.

Sources and verification

Hong Kong listing dates, offer prices and returns were checked company by company against the ET Net IPO database. The company universe was cross-checked against the HKEX AI IPO overview and its Chapter 18C overview. Foreign-access classifications use HKEX’s Northbound eligible-securities list and investor-eligibility rules, checked on Aug. 17, 2026. Currency conversions use the CFETS USD/CNY benchmark and the midpoint of HKAB’s indicative USD/HKD quotes for the same date. A-share offer data came primarily from Eastmoney’s IPO files and statutory disclosures; Aug. 14 closes were cross-checked against Sohu’s daily margin-financing tables. Unitree Robotics’ Aug. 19–25 closes use Eastmoney’s unadjusted daily series. Key cases including CXMT, MiniMax and Momenta were also checked against Reuters coverage.

Reading note: These IPOs have different listing dates, so cumulative returns do not represent equal holding periods. The metric shows how each company has been repriced since its own offering; it should not be read as an annualized-return comparison.