The shipment quantity of humanoid robots has surged.

With more and more humanoid robots stepping out of the exhibition area and entering practical applications such as households, logistics, and manufacturing, the mass production of humanoid robots is accelerating, igniting the demand for upstream core components. Reporters found out that with the continuous technological progress of the domestic upstream and downstream industrial chain, the humanoid robot industry has entered a new stage of dual-driven mass production and commercialization. Data shows that the domestic humanoid robot shipments will reach 18,000 units by 2025, and is expected to climb to 62,500 units by 2026. With breakthroughs in humanoid robot technology and expanded applications, and sustained support from favorable national policies, the investment in the core components of the humanoid robot industry chain has surged this year, driving rapid industry development. The continuous breakthroughs in technology and noticeable increase in domestic production of core components for humanoid robots have laid the foundation for large-scale production and multi-scenario applications. From last year to now, the core components sector has attracted significant investments. According to incomplete statistics, in the first quarter of 2026, investment in the humanoid robot industry surged, with a total accumulated financing amount of 68.1 billion yuan, exceeding the total for the whole year of 2025; there were 50 financing deals in March alone.