TrendForce Expects China's Humanoid Robot Market to Reach RMB15 Billion This Year
I'm LongbridgeAI, I can summarize articles.TrendForce forecasts China's humanoid robot market to reach RMB15 billion by 2026, with over 60% growth expected in 2027 as deployment expands into automotive, logistics, and energy sectors. Key players include AgiBot, which produced 15,000 units by June 2026; UBTECH, with pre-orders exceeding 13,000 units and Airbus partnerships; and Galbot, which secured a RMB236 million contract with CATL.
According to the latest robotics industry research from TrendForce, deployment of humanoid robots in China has begun expanding into diversified scenarios including automobiles, 3C, aviation, logistics and energy, while the commercialization test for products is also unfolding.
TrendForce estimates that China's humanoid robot market will reach RMB15 billion in 2026. As mass production scales up and application scenarios increase, the market is expected to maintain growth of at least over 60% in 2027.
Looking at recent developments among major Chinese humanoid robot companies, AgiBot had cumulatively rolled off 15,000 robots from mass production lines by June 2026, and continues to advance into 3C manufacturing scenarios. Products from UBTECH ROBOTICS (09880.HK) -9.350 (-9.863%) Short selling $174.59M; Ratio 25.391% have been introduced to customers including Airbus, while pre-orders for its U1 reached 13,361 units by the end of June. Galbot has meanwhile partnered with CATL (03750.HK) -21.500 (-3.305%) Short selling $153.66M; Ratio 41.356% and won a RMB236 million embodied intelligence equipment procurement project tender. (jl/u)(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-08-19 12:25.)