--- title: "China and the U.S. humanoid robot race: Tesla has not firmly secured its throne, and the Chinese team has already taken a shortcut" description: "Tesla's \"Optimus Prime\" is still in the mass production stage, while Chinese humanoid robots have rapidly risen. Nvidia has launched a full-stack technology solution, and Tesla plans to deliver 5,000 " type: "news" locale: "en" url: "https://longbridge.com/en/news/233817737.md" published_at: "2025-03-31T04:50:11.000Z" --- # China and the U.S. humanoid robot race: Tesla has not firmly secured its throne, and the Chinese team has already taken a shortcut > Tesla's "Optimus Prime" is still in the mass production stage, while Chinese humanoid robots have rapidly risen. Nvidia has launched a full-stack technology solution, and Tesla plans to deliver 5,000 Optimus robots. Meanwhile, Chinese companies like Yushu Technology and Agibot are performing well in the market, with the former launching the G1 robot at a price of $16,000, demonstrating a competitive advantage. The number of patent applications in the field of humanoid robots in China far exceeds that of the United States, indicating technological advancement and strong supply chain support According to the Zhitong Finance APP, while Tesla's (TSLA.US) "Optimus Prime" is still stumbling along the path of mass production, China's humanoid robots have quietly taken the world stage. This competition for the future industrial high ground is showcasing a passionate race between the East and the West. Humanoid robots are artificial intelligence machines that resemble humans in appearance and movement, and are expected to fill positions in the industrial and service sectors. It is reported that Jensen Huang, CEO of Nvidia (NVDA.US), released significant news this month: the launch of a full-stack technology solution specifically developed for humanoid robots, claiming to usher in a new era of "general-purpose robots." Tesla's Optimus project has set a military order—aiming to deliver 5,000 humanoid robots this year. Musk even showcased a video of the robot "dancing the tango" at the earnings call, attempting to dispel doubts about the maturity of its technology. However, companies in China across the ocean are closing the gap at an astonishing speed. Last month, Hangzhou Yushu Technology suddenly started selling consumer-grade humanoid robots on JD.com, and a performance featuring 16 robots dancing with real people at the CCTV Spring Festival Gala amazed the entire internet. Even more noteworthy is that Shanghai-based robotics startup Agibot (also known as Zhiyuan Robotics) has already achieved Tesla's annual production target ahead of schedule, with a neatly arranged array of robots in its factory, indicating the explosive potential of Chinese manufacturing. Analyst Insights In this regard, Morgan Stanley's calculations show that the cost of producing a humanoid robot ranges from $10,000 to $300,000, depending on different configurations and downstream application needs. However, Chinese players have unleashed a price killer: the Yushu G1 robot is priced at $16,000, making it more competitive than Tesla's estimated price of $20,000. Behind this is the strong support of the Chinese supply chain—70% of core components are self-controlled and completely exclude American components. Moreover, China's technological advancements in the field of humanoid robots are also significant. In the past five years, China has submitted 5,688 related patents for humanoid robots, which is 3.8 times that of the United States. Cross-industry giants such as Xiaomi Group-W (01810), BYD (01211), Chery, and XPeng (XPEV.US) have all entered the fray, and China's Ministry of Industry and Information Technology has explicitly listed humanoid robots as a key development item, requiring large-scale production by 2025. Ming Hsun Lee, head of the Greater China automotive and industrial research at Bank of America, pointed out that China views humanoid robots as a key industry because they have the potential to alleviate labor shortages. He predicts that in the next three to four years, humanoid robots will first be applied on production lines to replace some workers, and in the medium to long term, they will gradually penetrate the service industry. Meanwhile, Tesla CEO Elon Musk expects that by 2025, Tesla will have over 1,000 or even thousands of Optimus robots. It is worth noting that Chinese electric vehicle manufacturers such as BYD and Geely have already deployed humanoid robots developed by Yushu Technology in their factories. Ming Hsun Lee also mentioned that as humanoid robots become more widespread, the cost of their components will "drop very rapidly," with China holding about 70% of the share in the supply chain for these components Bank of America analysts predicted in a research report this month that with the rapid development of artificial intelligence technology, the deployment of humanoid robots will accelerate, with global annual sales of humanoid robots expected to reach 1 million units by 2030, and by 2060, there will be 3 billion humanoid robots in use worldwide. According to a report from SemiAnalysis earlier this month, the Unitree G1 is referred to as "the only viable humanoid robot on the market" and does not use any American components at all. The report warns that China is the only country likely to gain economic benefits from intelligent robotic systems such as humanoid robots, which "poses an existential threat to the United States, as the U.S. is at a disadvantage in all aspects." ### Related Stocks - [TSLA.US - Tesla](https://longbridge.com/en/quote/TSLA.US.md) - [01810.HK - XIAOMI-W](https://longbridge.com/en/quote/01810.HK.md) - [09618.HK - JD-SW](https://longbridge.com/en/quote/09618.HK.md) - [01211.HK - BYD COMPANY](https://longbridge.com/en/quote/01211.HK.md) - [09868.HK - XPENG-W](https://longbridge.com/en/quote/09868.HK.md) - [NVDA.US - NVIDIA](https://longbridge.com/en/quote/NVDA.US.md) - [00175.HK - GEELY AUTO](https://longbridge.com/en/quote/00175.HK.md) - [NVDL.US - GraniteShares 2x Long NVDA Daily ETF](https://longbridge.com/en/quote/NVDL.US.md) - [NVDY.US - YieldMax NVDA Option Income Strategy ETF](https://longbridge.com/en/quote/NVDY.US.md) - [BAC.US - Bank of America](https://longbridge.com/en/quote/BAC.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 马斯克放话：要在月球建卫星工厂，用 “弹射器” 送上太空 | 马斯克在 xAI 员工会议上表示计划在月球建造 AI 卫星工厂，并配备弹射装置将卫星发射到太空。他认为这一举措将为 xAI 提供强大的能源，助力其 AI 系统的构建。马斯克还提到，月球将成为通往火星的 “垫脚石”，并计划在月球上建立自给自足 | [Link](https://longbridge.com/en/news/275568738.md) | | 银河通用 “干活” 机器人现身春晚 演示叠衣服等技能 | 银河通用的机器人在 2026 年春节联欢晚会上演示了叠衣服等技能，并与演员沈腾、马丽互动。银河通用被指定为该晚会的具身大模型机器人。该公司于 2025 年 12 月完成了超过 3 亿美元的融资，累计融资额达到约 8 亿美元，估值已达 30 | [Link](https://longbridge.com/en/news/276065918.md) | | 传 SpaceX 合并 xAI 后马斯克拟推进再融资 为 IPO 前降低高息债务负担 | 特斯拉 CEO 马斯克的银行团队正在研究一项融资方案，以降低其在收购社交媒体平台 X 和人工智能公司 xAI 过程中累积的近 180 亿美元高息债务。这项融资计划旨在为可能在今年稍晚启动的首次公开募股 (IPO) 铺路，摩根士丹利预计将主导 | [Link](https://longbridge.com/en/news/275922204.md) | | 马斯克称若蓝色起源首先登月将祝贺贝索斯 | SpaceX 和特斯拉 CEO 埃隆·马斯克表示，如果杰夫·贝索斯的蓝色起源在 SpaceX 之前登月，他将向其表示祝贺。马斯克在社交平台 X 上回应称，尽管他不介意蓝色起源可能更早登月，但未来的关键在于能否将大量设备和人员送上月球，并建立 | [Link](https://longbridge.com/en/news/275411010.md) | | 马斯克回应马克龙称其是获得美国政府补贴最多的人 | 法国总统马克龙在活动中表示，马斯克可能是从美国纳税人那里获得资金最多的人之一。对此，马斯克回应称，实际上竞争对手才是这样，特别是欧洲。他指出，特斯拉和 SpaceX 获得的政府资助仅占总市值的 1% 左右，而主要航空航天公司获得的政府资助超 | [Link](https://longbridge.com/en/news/275673113.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.