Chinese authorities have issued a warning about a potential bubble forming in the country’s humanoid robotics market, citing rapid expansion in production with limited real-world deployment. More than 150 companies now manufacture humanoid robots, including major automakers such as Xpeng, yet adoption in factories and industrial settings remains minimal.
Regulators highlighted the risk of oversupply as companies rush to enter the sector, often releasing highly similar models with overlapping capabilities. UBTech, a leading player working with Zeekr and Foxconn, has reported over $100 million in orders, but large-scale integration of its robots has yet to materialize.
Beijing considers robotics one of six strategic growth drivers, but officials now aim to prevent inefficient capital allocation and ensure technological differentiation as the sector matures.