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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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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.
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B | Kenny 报道 2月20日，前新西兰副总理兼财政部长Grant Robertson宣布退出政坛。他的新工作是担任奥塔哥大学校长。
C | 在接受媒体采访时，Robertson感谢了工党同事。
D | 他说如果没有工党，他不会考虑进入政坛。 Advertise with us 他还感谢新西兰人支持他担任15年国会议员和6年部长，特别提及他的“好友”、工党党魁Chris Hipkins。他说跟Hipkins坦承想退休是自己做过最艰难的事情之一。Robertson希望他的离开不会让Hipkins感到脆弱。 同样被提及的还有他的前同事、前新西兰总理Jacinda Ardern，“她带领我们国家蹚过了恐怖袭击和大流行的未知水域”。 “我并不后悔” Robertson承认在去年大选之后，他就知道自己在政坛上无法更进一步。 回顾自己的政治生涯，Robertson说他的最大成就是引领国家经济度过了新冠疫情。
E | 他回忆起当时市场普遍预测失业率会突破10%，自己是如何杜绝这一情形发生的。 “我并不后悔挽救生命和生计。” 在辞职声明中，Robertson“非常感谢过去15年一直担任国会议员，有机会代表惠灵顿市区人民和出任部长是我的莫大荣幸”。 “很多人没有机会以这种方式为新西兰人的生活带来积极改变。
F | 我已经为这些角色付出了我所拥有的一切，但现在是时候迎接新的机遇和挑战了，”Robertson说。 同一天中午，奥塔哥大学宣布了Robertson的新角色——担任这所拥有154年历史、新西兰最古老名校的校长。
G | Robertson说这个任命“有特殊意义”，因为他曾经是奥塔哥大学的学生。 “奥塔哥大学的工作人员非常棒。他们拥有世界一流的教学、研究和大学管理。我很高兴有机会与老师、毛利部落、学生、校友还有奥塔哥的朋友们共事。”Robertson说。 奥塔哥大学表示欢迎Robertson这样优秀的校友能回来。 Robertson将于3月结束他的国会任期，7月开始履新。 最后他还不忘感谢自己的家人，尤其是他的丈夫Alf。
H | 【附】 Grant Robertson，工党国会议员，代表惠灵顿市区选区。出生于北帕，后随家人搬至但尼丁。
I | 进入但尼丁大学后主修政治学并获得学士学位，期间曾担任但尼丁大学学生会主席。 Robertson在2017年-2023年间担任新西兰财政部长，2020年-2023年间担任新西兰副总理，是新西兰首位公开出柜的副总理。工党去年大选败选后，他是影子内阁的3号人物，主管财政、经济和赛车事务。 工党人事地震 工党党魁Chris Hipkins对老同事的新职位表示祝贺，他说他相信Robertson会成为优秀的大学领导。
J | Hipkins强调Robertson带领国家度过了艰难的时刻，做出了一些最具挑战性的决定。他说疫情后新西兰的债务水平比很多国家都低，这是Robertson留下的最好政治遗产。 提到自己的两个好友（Grant和Jacinda）都离开了政坛，Hipkins的眼睛有些泛红。但他也说自己是一个“坚持”的人：“我们还有活儿要做，我还有斗志。” 他表示，惠灵顿Mana选区议员Barbara Edmonds，将接替Robertson担任工党的财政发言人。这是工党第一次由女性和太平洋岛裔担任财政发言人。 Hipkins说Edmonds拥有作为税务律师和部长级工作人员的背景，“她不仅非常聪明，有广泛的知识基础，而且有和来自各行各业不同背景的人合作的交际能力”。 “她会成为一名出色的财政发言人，我期待着就这个岗位与她密切合作。” 这也让Edmonds在工党影子内阁的排名从第11位跃升至第4位，仅次于党魁、副手Carmel Sepuloni和Megan Woods。 随着资深议员（Andrew Little、Kelvin Davis和Grant Robertson）纷纷离任，工党也开始了大选后的人事大洗牌。但议员们的排名基本保持不变，主要是为了填补辞职议员的空缺。党魁表示新的影子内阁阵容能够让政府承担责任： Ginny Andersen将接管 Davis的怀唐伊条约谈判事务，Peeni Henare接管毛利与政府关系事务； Shanan Halbert最近以议员身份回归，他将接管奥克兰事务和新设的彩虹事务； Tracey McLellan将接管惩教事务和卫生事务（副手）； Glen Bennett将接管Robertson的经济发展和能源事务； Damien O’Connor将接管土地信息事务，Tangi Utikere将接管赛车事务。 最新排名请点击工党官网。
K | 相关阅读： 工党公布2023年大选排名！多位前部长排名大跌 工党发布2023大选竞选口号：“一切为了你”，反响如何？ 四个月里四位工党部长落马，Chris Hipkins第四次改组内阁，Kiri Allan没戏了 工党士气不振，2023年大选箭在弦上 工党之痛：看看Chris Hipkins的这些不让人省心的部长 工党政府每6.5周就干掉一个部长！今年还能连任吗？ 【先驱自媒】今年大选：工党三振出局？！因为…… 工党最新排名公布：卫生部长跌出前10 两位华人有望进入国会 注：本文为编译/原创，欢迎转发分享；但严禁复制等未经授权的非法使用。
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