2026 Outlook for the Humanoid Robot Industry: Mass Production in the 100,000 Units Level Approaches, Commercialization Year Begins

After laying the foundation for the "year of mass production" in 2025, the humanoid robot industry will officially enter a critical stage of large-scale release in 2026. According to an analysis by Kaiyuan Securities, the humanoid robot industry will complete the leap from "0-1" to "1-10" in 2025, with the core driving force being "technological convergence"; looking ahead to 2026, the industry will break through the critical turning point of "1-10" and move towards "10-100" scale, with the core theme shifting to "mass production implementation and commercialization acceleration." What scale of mass production can be achieved in 2026? Data from the High-tech Robotics Industry Research Institute indicates that the domestic humanoid robot shipment volume is expected to reach 18,000 units in 2025, a staggering increase of over 650% compared to 2024; based on this, the domestic shipment volume in 2026 is expected to rise to 62,500 units. Several industry experts are even more optimistic in their predictions. Wang Zhenkun, CMO of Aoyi Technology, bluntly stated that the domestic humanoid robot production will exceed 100,000 units in 2026; Xiong Rong, chief scientist of the Zhejiang Humanoid Robot Innovation Center, clearly pointed out in an interview with China Securities Journal, "It is expected that the production of humanoid robots in China will reach between 100,000 and 200,000 units in 2026." (China Securities Journal)