Overview
- NDRC spokeswoman Li Chao cautioned that a flood of highly similar models could crowd out research in a field that now counts more than 150 Chinese makers, with over half being startups or cross‑industry entrants.
- Beijing outlined plans to strengthen market entry and exit mechanisms, promote fair competition and consolidation, and accelerate development of core technologies.
- Authorities will expand training and testing infrastructure to prepare products for real‑world deployments, reinforcing a shift from hype to measurable performance.
- Investor enthusiasm remains elevated as the Solactive China Humanoid Robotics Index has risen roughly 26–30% this year and firms such as UBTech report sizable orders, yet large‑scale factory or household adoption is still limited.
- Analysts, including Goldman Sachs, warn of potential overcapacity if production ramps faster than actual orders, while ministries and innovation centers advance standards, pilot programs, and testbeds to guide commercialization.