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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

来源: 新华社
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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

极盗车神

一 |     

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: Xinhua
    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.
。    AI摘要      8月19日,漳州古城举办“相聚七夕,乐享非遗”闽南文化圩日,融合歌仔戏、木偶戏、高山族舞蹈展演与非遗市集,通过手作体验、婚庆文创、互动打卡等形式,推动非遗活态传承与文旅深度融合。

二 |               歌仔戏《寻缘》在漳州古城上演引群众围观     8月19日傍晚,漳州古城北广场。夕阳余晖未尽,红砖古厝间灯笼次第亮起。“相聚七夕,乐享非遗”——2026年闽南文化圩日拉开帷幕。下午三点半,市集率先开圩。夜色渐浓,人群从四面八方涌入,共享甜蜜的漳州七夕之夜。    台上:歌仔戏里寻情缘     晚上七点半,舞台专场展演准时开始。舞台融合闽南燕尾脊、花窗、红砖肌理等传统元素,搭配七夕花艺与圆月造景,兼具演出与打卡功能。    开场是歌仔戏《寻缘》,唱的是“有缘千里一线牵”的闽南情缘,道的是七夕夜里缠绵的心动。选段曲调悠扬,演员杨美莉和李妙煌闽南语唱腔地道,台下观众跟着哼唱,年轻人也举着手机拍个不停。    谁说漳州人不追星?“杨帅,杨帅!”人气歌仔戏演员杨跃宗登台,现场戏迷报以热烈欢呼。杨跃宗携搭档玉儿演绎《龙凤配》经典选段。传统戏曲的年轻化表达,让不少年轻观众沉浸其中。“歌仔戏有很深的文化底蕴,内容多是劝善尽美的教育题材。作为漳州歌仔戏的传承者,我有义务把这一份美丽的非遗传承下来。”杨跃宗说。    来自华安沙建的林阿姨专程赶过来看杨跃宗的戏。“经常在手机上看他的切片,今天来现场感受一下,不虚此行!我们村也订了他的戏,明年他就要去我家乡演出啦!”     此外,提线木偶戏演员用一双巧手、十指丝线牵起牛郎织女的千年相会,演绎吕蒙正夫妇的情深意重。

三 | 高山族拉手舞节奏轻快,舞者手拉手围成圈,现场不少观众跟随节奏挥手互动。    展演间隙穿插了非遗知识有奖互动问答,围绕漳州七夕民俗和闽南非遗出题,观众举手抢答,现场气氛热烈。

四 |     台下:非遗市集人气旺     下午三点半,非遗市集准时开张,已有不少市民前来逛摊选购非遗产品。

五 | 市集体验区划分为非遗手作、非遗美食、非遗文创三大板块。

六 | 浦南豆脯饼、漳梳、漳州窑等八个摊位各具特色,传承人现场教学、游客亲手体验,成品可尝可带。与往期闽南文化圩日相比,此次市集突出七夕主题,现场商家大多与漳州“福”文化、婚庆文化相关,从婚庆喜饼到结发礼梳,处处透着“闽南式浪漫”。    在浦南豆脯饼展位,闽南丰片粿、大肉饼、豆脯饼颇受情侣夫妻类客户群体欢迎。

七 | “结合七夕主题,这次的闽南文化圩日,我们特别带来了极富闽南民间婚庆文化韵味的‘囍’饼,想把这份甜蜜传给市民游客。”芗城非遗浦南豆脯饼制作技艺传承人、“海瑞饼店”经营者梁俊峰说。    梳子,在闽南文化中是新婚结发的“上头礼”,有“一梳梳到尾,二梳白发齐眉,三梳儿孙满地”的说法。漳梳展区,非遗传承人李赞成向游客展示最近研制的养生梳子,玲珑小巧,梳背微曲可用于刮痧。“传统婚庆梳子是半月形的,寓意‘合则满月’。现在顾客更重视实用性,像摔不断的紫光檀梳、粗齿的按摩梳、带手把的日常梳都很受欢迎。

八 | 漳州古城北广场游客很多,每次参与闽南文化圩日活动都能遇到一些识货懂行的客人,很让人高兴。”     “漳州古城文化底蕴浓厚,消费活跃。近年来,漳州窑逐步调整产品种类、形式,努力让老手艺玩出新花样,契合当下年轻人的消费偏好。”漳州窑非遗技艺传承人林莹说。在漳州窑展位,琳琅满目的小件文创吸引不少女生注意。

九 | 从10元的陶瓷小手串到几十元的小动物摆件,全场不超过100元的“真香”定位确实俘获了大量情绪消费者的心。

十 |     七夕许愿墙前,年轻情侣写下心愿合影留念。非遗主题打卡点融合古城古建筑肌理,成为短视频传播的热门场景。

十一 |     非遗圩日:活化传承有妙招     “闽南文化圩日”是漳州非遗常态化传播的重要品牌。

十二 | 自2022年起,该系列活动持续在漳州各地举办,每逢元宵、端午、春节等重要节点或“文化和自然遗产日”期间,均以专场展演、非遗市集、互动体验等形式与市民见面,成为闽南文化生态保护传承的一道流动风景线。    非遗与漳州古城的结合尤为紧密。2022年7月,古城在修文路启动“非遗一条街”项目,采取“前厂后店”模式,让非遗技艺从展柜走进生活。2025年10月,《漳州古城:沉浸式古城非遗大观园》入选中国旅游协会“2025非遗旅游融合年度创新案例”,为福建省唯一入选项目。漳州古城先后获评“国家级旅游休闲街区”“国家级夜间文化和旅游消费集聚区”。古城内1.7万原住民延续着闽南市井烟火,记忆馆、非遗馆、灯谜馆等“九馆二文保”串联成线。    从古城到社区,从舞台到市集,闽南文化圩日让非遗走出展柜、走进生活。

十三 | 当千年非遗遇上中式浪漫,漳州人以自己的方式,书写着非遗活态传承的生动注脚。(漳州融媒记者 张晗 文/图)。

十四 |

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