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China takes 97% of H1 global humanoid robot shipments; supply chains, vast market drive rapid scale-up, intl reach: expert_我的网站

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Photo released on August 9, 2026 shows tourists from Jamaica interacting with a humanoid robot at the world's first robot 6S store in Longgang District, Shenzhen, South China's Guangdong Province, on August 4. Photo: XinhuaChina's cutting-edge industrial upgrade witnessed two major landmarks on Monday, marking the country's full-fledged global lead in humanoid robotics and further solidifying the rise of its "new new three" strategic sectors — robotics, artificial intelligence and innovative medicine.
Industry data showed that Chinese vendors accounted for more than 97 percent of global humanoid robot shipments in the first half of 2026. Additionally, Chinese robotics firm Unitree Robotics began its share subscription process for its listing on Shanghai's stock market, becoming the first humanoid robot A-share stock.
The global humanoid robot shipments reached approximately 19,100 units in the first half of the year, surging 272 percent year-on-year. The market saw a leadership shift, with Chinese robotic company AGIBOT overtaking Unitree to become the world's largest humanoid robot vendor. China also represented more than 85 percent of global demand, according to the latest research from Smart Analytics Global (SAG).
As the former global leader in 2025 with annual shipments of 5,500 units, Unitree Robotics set its IPO offering price at 150.8 yuan ($22.35) per share on Monday. The initial public offering (IPO) is expected to raise 6.1 billion yuan, meaning an estimated market capitalization of around 61 billion yuan, according to media reports. The final online subscription winning rate will be 0.0181 percent, Unitree said on Monday.
The breakthroughs in humanoid robotics represent the latest landmark of China's booming "new new three" industries, which are emerging as core pillars driving the country's high-end manufacturing upgrade, export expansion and future economic growth.
Driving forces
The rapid and comprehensive rise of China's robotic sector stems not merely from policy incentives, but from integrated advantages in complete manufacturing chains, forward-looking institutional arrangements and massive real-world application scenarios, industry analysts noted.
"The answer lies not in mere policy slogans, but in the synergies rooted in its manufacturing base, early institutional frameworks, and vast application scenarios. These factors have driven the 'new new three' industries onto the global stage," Zhang Xiaorong, director of the Beijing-based Cutting-Edge Technology Research Institute, told the Global Times on Monday.
A robust supply chain has been decisive. The localization rates across China's robot industry chain have risen markedly in 2026, with core components shifting to domestic control, CCTV News reported, citing an executive of a Shenzhen-based robot company, who said that more than 90 percent of key parts for its humanoid robots are sourced domestically.
"No other market is better suited for the robotic industry than China," the executive said.
Institutional analysis noted that the domestic production rate of Unitree Robotics' supply chain reaches 90 percent, while all core components are fully self-developed.
Zhang also said the large domestic market serves as a unique testing ground.
"Strong robot exports reflect advances in complete machine design, system integration, scenario algorithms, rapid delivery, and cost control, alongside continued localization of reducers, servo systems, and sensors. Large-scale applications in new energy vehicles, electronics manufacturing, and warehousing provide frequent iteration and engineering validation," said Zhang.
Institutional foresight also played a role. Robot manufacturing was first listed as an independent industry in the national standard for industry classification in October 2017, with sub-categories including "industrial robot manufacturing" and "special operation robot manufacturing" following in 2023.
Analysts noted that this early classification facilitated later policy support, capital-market positioning, and statistical monitoring.
In June 2026, several ministries launched a special program for real-scenario training of humanoid robots and embodied AI.
Customs adjustments, effective from January 1, added specific tariff codes for intelligent biomimetic and cleaning robots, simplifying export clearance.
Insurance coverage also followed. In June, China Export & Credit Insurance Corp issued an insurance policy for AGIBOT's embodied robot export project, providing overseas risk coverage.
Supported by complete industrial chains, rich scenarios and systematic policy guarantees, China's robotic sector has built an unshakable global edge, experts noted.
A faster pace
Official data showed that China has more than 400 complete humanoid robot models - over half the global total - while quadruped robots account for nearly 70 percent of worldwide sales.
"China may produce more than 100,000 humanoid robots this year, with even higher growth expected in the following years, pointing to long-term opportunities in a sector with deep potential," Yang Delong, chief economist at Shenzhen-based First Seafront Fund, told the Global Times on Monday.
China's robot export momentum has also reached new heights. After becoming a net exporter of industrial robots for the first time in 2025, China's industrial robot exports reached 6.29 billion yuan in the first half of 2026, reaching 141 countries and regions, official statistics show. Surgical robot exports rose 3.3 times year-on-year. Overall robot exports grew 359 percent.
AGIBOT, the champion of humanoid robot shipment so far this year, illustrated the rapid scaling: Its 15,000th embodied AI robot rolled off the line on June 28, less than three months after the 10,000-unit milestone.
All units are being delivered to domestic and overseas customers for use in 3C (computer, communication and consumer electronics) manufacturing, warehousing and logistics, and commercial services, AGIBOT told the Global Times.
Jiang Qingsong, company partner and co-president of AGIBOT, told the Global Times on Monday that the company aims for overseas sales to exceed 30 percent of its total in 2026 and potentially surpass 50 percent later.
Strong progress in robotics is closely backed by China's booming artificial intelligence sector.
Hugging Face's latest report found that over the past year, "Chinese models quickly accounted for the plurality or 41 percent of downloads," surpassing the US for the first time.
On the OpenRouter platform, Chinese AI models' token usage reached 34.25 trillion in the week ended Sunday, meaning roughly half of global share, while remaining ahead of US models for the 15th consecutive week.
Yang noted that China's AI progress is supporting growth across six frontier sectors - robotics, semiconductors, computing power and algorithms, commercial spaceflight, solid-state batteries, and biomedicine.
In terms of innovative drugs, by the end of 2025, China had 4,751 innovative drugs in development - 33.7 percent of the world total - making it the global leader in the pipeline.
Outbound licensing deals totaled about $110 billion in the first half of 2026 - already 80 percent of the full-year 2025 figure - with Chinese firms occupying eight of the global top 10 pharma deals. During the same period, 38 innovative drugs were approved, according to data from National Medical Products Administration.
Benefit the world
The vigorous rise of the "new new three" industries marks China's third major upgrade in export structure, following the traditional "old three" (garments, furniture and home appliances) and the "new three" (new energy vehicles, lithium-ion batteries and photovoltaics). Each industrial iteration features higher technological content, stronger innovation capacity and deeper integration into the global economy.
China's breakthroughs in robotics, AI and innovative medicine deliver tangible benefits to global industries and consumers.
For example, AGIBOT's European representative Sandy Liu told the Global Times that universities and large manufacturers in automotive and warehousing are the company's main users in Europe, driven by rising labor costs and the need for new solutions.
Chinese open-source AI models have transformed high-end artificial intelligence technology from exclusive luxury resources into affordable, accessible digital infrastructure, benefiting global startups and developing economies. Innovative drug outbound licensing also accelerates global research collaboration and improves global patient access to cutting-edge treatments, analysts pointed out.
China's role in global trade is shifting from single manufacturing links toward a deeper embedding in technology, systems, and standards. What remains constant is the innovation that injects valuable certainty into the world economy and supports more inclusive globalization, analysts noted.
。 1月13日，安徽网友章女士（化名）告诉上游新闻（报料邮箱：[email protected]）记者，他们一行25人本打算去泰国清迈旅游，于1月7日通过安徽某旅行社向上海春秋旅行社南宁分公司支付了5万元的大部分机票费用，出发时间为2月27日。付款后第二天，出于安全方面考虑，这25名游客决定取消行程并提出退款申请，但被拒绝，理由是付款前已明确告知“临时团队票不退不改签”。对此，章女士认为，“不退款是他们航空公司自己内部规定，我认为属于霸王条款。”旅行社工作人员则表示，临时团队票有其特殊性，本来就明确告知了“不退不改签”。章女士表示，她和朋友们一共25人，打算今年2月前往泰国清迈游玩。他们购买了春秋航空2月27日出发的机票（3月4日返程），每人2300元，于1月7日通过微信转账的方式，将5万元的大部分机票费用转给了安徽某旅行社工作人员王先生，后者将钱转给了上海春秋旅行社南宁分公司。王先生发给他们的航班信息显示，出发航班为9C 8511，2月27日下午，从浦东机场出发飞往清迈；回程航班为9C 8512，3月4日从清迈飞往浦东。

B | 泰国清迈是中国游客的热门旅行目的地。网络图付款后第二天（1月8日），出于安全方面考虑，章女士和朋友们商讨后决定取消行程，章女士联系上旅行社工作人员，希望能退还机票的费用，但被拒绝。

C | “我们认为航空公司应该要有特殊应对方案，并且不退款是他们航空公司自己内部规定，我认为属于霸王条款。”章女士表示，虽然全额付款了，但航空公司并未统计身份证号码等个人信息。不过她发来的截图显示，一名旅行社工作人员陈先生曾通过微信给她发去消息，称“临时团队票不退不改签”。旅行社工作人员给章女士发去的图片显示“临时团队票不退不改签”。

D | 受访者供图13日，上游新闻记者查询春秋航空官网发现，在第八章“客票变更”和第九章“退票”的相关规定中，对于团体旅客的客票变更和退票要求，注明了“请联系原出票渠道办理。

E | ”但章女士表示，目前安徽某旅行社和春秋旅行社均不愿意全额退款，表示只能退还每人200多元的费用。随后，记者联系上帮章女士等人订票的安徽某旅行社工作人员王先生。王先生表示：“当时再三和她（章女士）确认了出行的时间，因为我们对接的航司是春秋，他们要求款到才能留位，所以必须要付款。付完款在申请票的时候，就给她讲过了，临时团队票在未出票之前可以换人，但不退不改签，这也是航司的规定。

F | 有关东南亚旅游的事情，目前各大航司都没有出台相应政策，如果出了相应政策可以免费退，我们也是会退的。”王先生表示：“具体退款情况也和航司规定有关，春秋的费用要便宜一点，但是规定就不一样。比如机票付款的时候需要全款，其他航司可能是20%、50%，但这一点我们在对接时也明确告知过。现在春秋航空告诉我们，可以免费退2个人的费用，其余的每人只能退200多元。他们这种情况不属于不可抗力，只是他们比较担心而已。

G | 我们也说得非常明白，旅行团会有专业领队陪同，也会寻找当地旅行社接待，也有导游，是比较安全的。”章女士付款截图显示，收款方为上海春秋旅行社南宁分公司。随后，记者联系上南宁分公司的工作人员。相关工作人员介绍：“不是说不可以退票，可以退，每人能退260元，但他们不接受。

H | 他们不去泰国，不是火山、地震、战争这样的不可抗力，而是他们个人原因。临时团队票不退不改的规定，是一直都有的，而且订票之前也是给他们讲过的。”记者联系上春秋航空。一名工作人员表示，票务的处理主要还是看合同规定。目前看来章女士等人是通过春秋旅行社订的机票，而旅行社和航空公司是两个法人，春秋旅游已经获悉此事，已请南宁分公司开展调查工作。

I | 重庆市律协刑民交叉专业委员会委员、重庆志和智律师事务所高级合伙人张公典表示：“是否退款要看双方的协议。如果他们没有签合同，但双方之前均认可这个票不退不改，实际上也达成了一个合同关系。章女士需要遵守这个合同的约定。如果章女士提出的理由不属于不可抗力，她要求全额退款的主张可能无法得到支持。”知名刑事辩护律师、河南泽槿律师事务所主任付建表示，消费者应先与航空公司协商，合理表达诉求，要求部分退款或者进行改签。也可要求消协介入进行调解。消费者在购票时应当仔细阅读合同条款，明确自己的权利与义务。