The humanoid robot marketplace in China is increasing rapidly, driven by technological breakthroughs, mature supply chains, investor interest and government-friendly policies. According to analyses, over the next decade, the manufacture has the chance to become a key component of the technological revolution, affecting sectors from production through healthcare to services. This is simply a promising area for investors.
What are humanoid robots and embodied AI?
Unlike industrial robots specified as robotic arms or autonomous vehicles, humanoid robots are characterized by greater versatility, performing complex tasks requiring skill, adaptability and interaction in environments designed for humans.
Embodied AI (EAI), or ‘set artificial intelligence’, are intelligent systems capable of fast and precise consequence under dynamic conditions. This is not a computer simulation, nor a purely electromechanical system, but a combination of AI and physical form, mimicking human cognitive, perceptive, and motor functions.
According to the study China Business manufacture investigation Institute of 2025, 44.4% of the EAI marketplace in China in 2024 were autonomous cars and the remainder were robots.
Global and Chinese Humanoid Robot Market
According to the study Markets and Markets (2025), global humanoid robot marketplace is expected to grow at a rate 45.5% per yearachieving US$13.25 billion by 2029. Goldman Sachs forecasts that by 2035 this marketplace could be worth USD 38 billionof 1.4 million units sold.
In China, this marketplace is expected to increase from RMB 2,76 billion (US$380.3 million) in 2024. au 75 billion RMB (US$103 billion) in 2029.which would be 32.7% of the global market. By 2035 this value could be reached 300 billion RMB (US$41.3 billion).
What's more, 56% of companies from list Morgan Stanley’s ‘Humanoid 100’ These are Chinese companies, and 61% of all robot presentations from 2022 to 2025. came from China.
Key growth factors in the industry
1. Technological progress
The breakthroughs in the AI field, specified as language models (LLM), specified as OpenAI ChatGPT or Chinese DeepSeek, have importantly improved the robot's ability to process language and interact. Moreover, the improvement of sensors, mechanics and energy efficiency has enabled a wider usage of robots.
2. Labour shortages
An ageing society and a declining number of young workers in China increase request for automation. By Goldman Sachs Research, robots can fill 48-126% of global staff gap and 53% shortage of aged caregivers.
3. Government support
The Chinese government has been treating robotics as a strategical sector for years. W 2023 Ministry of manufacture and Information Technology (MIIT) issued Guidelines for the innovative improvement of humanoid robots, setting targets:
mass production by 2025,
secure and reliable supply chain by 2027.
W 2025Government Report first time mentioned embodied AI as a precedence technology for the future, alongside biotechnology and 6G.
Leading companies in Chinese humanoid robotics
1. UBTECH Robotics (Shenzhen)
Product flag: Walker – a humanoid robot for home and industry.
W 2025 dozens of robots were implemented Walker S1 at the Zeekr factory, where they carry dense loads.
2. Unitree Robotics (Hangzhou)
Speed recordr: Unitree H1 – moving at velocity 3.3 m/s And he can do a flip.
In New Year's Gala 2025, 1 of the most popular tv shows in China.
3. Xiaomi Technology (Beijing)
CyberOne – the first Xiaomi humanoid, equipped with emotion designation and advanced imagination systems.
4. Fourier Intelligence (Shanghai)
Specializes in medical robots, specified as GR-1supporting rehabilitation.
5. AgiBot (Shanghai) & Galbot (Beijing)
AgiBot rise A1 uses WorkGPT, your own AI model for task planning.
Galbot G1 cooperates with the University of Beijing and received support from Hong Kong Investment Corporation.
Investment opportunities
Development of humanoid robotics opens up opportunities in many areas:
1. AI Chips
The marketplace for Chinese AI processors in 2024 reached 144.7 billion RMB (19.9 billion USD).
Foreign investors can cooperate in designing advanced systems.
2. Autonomous vehicles
Associated with EAI, though risky due to regulations.
McKinsey provides for commercial implementation Autonomous Taxi Level 4 by 2030
3. Large AI models
China is the world's second second in terms of AI patents, but they invest 11 times little than the US.
Development opportunities AI for human-robot interaction.
4. Servomechanisms and Sensors
The marketplace for servomechanisms in China has crossed RMB 30 billion (US$4.1 billion) in 2023.
Sensors This is 20% of the cost of the robot – forecasts say growth to RMB 179.55 billion (24.7 billion USD) by 2025.
China becomes a global leader in humanoid robotics, thanks to the merger Government policies, technological innovation and a strong business ecosystem. Mass production to 2025 and improvement of the supply chain to 2027. make this sector offer immense investment opportunities – both in hardware and software.
For abroad investors, key areas are AI, autonomous systems, precision components and sensors. In the coming years, Chinese humanoid robots can revolutionize industry, wellness care and services, becoming an integral part of everyday life.
Source:
- China Briefing (2025), Investing in the Future: Opportunities in China’s Humanoid Robotics and Embodied AI Industry
- Markets and Markets (2025), Humanoid Robot manufacture investigation Report
- Goldman Sachs investigation (2024), The Future of Humanoid Robots
- McKinsey & Company (2025), Independent Driving Trends
- China Business manufacture investigation Institute (2025), Embodied Intelligence marketplace Survey
Leszek B. Glass
Email: [email protected]
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