China’s top economic planning authority is sounding the alarm: the country’s fast-growing humanoid robotics sector may be inflating into a bubble.
At a press briefing on Thursday, National Development and Reform Commission spokesperson Li Chao cautioned that the industry must “balance rapid development with the risks of overheating.” Despite limited real-world applications for humanoid robots, investment continues to surge — a trend Li says could lead to an influx of “highly similar” robot models just as funding for research and development begins to tighten.
According to Li, China now has more than 150 companies working on humanoid robotics, with over half made up of startups or firms newly entering the space from other industries.
Beijing’s warning is notable. It comes even as the government positions embodied intelligence — the core technology enabling humanoid robots — as a strategic priority for long-term economic growth. Earlier this year, China officially identified embodied intelligence as a key national focus, placing humanoid robotics at the center of its tech ambitions.
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