Пекин предупреждает о возможном пузыре на рынке гуманоидных роботов Translation: Beijing warns of potential bubble in the humanoid robotics market

A bubble may be forming in China’s humanoid robot market, as stated by the National Development and Reform Commission of the country, according to Bloomberg.

The agency responsible for economic policy and strategic planning highlighted the increase in similar models from over 150 companies.

According to spokesperson Li Chao, it is crucial for the country to avoid market saturation and maintain incentives for genuine research and development.

«Advanced industries have long grappled with the challenge of balancing growth speed with the risk of bubble formation. The humanoid robotics sector is facing this issue,» she remarked.

The development of robots and investments in the industry surged after the Unitree droids captivated audiences nationwide during a gala concert celebrating the Spring Festival at the beginning of the year.

The Communist Party of China has included the sector as one of six new driving forces for economic growth in the country’s five-year development plan guidelines through 2030.

Since then, robots have showcased unique capabilities:

In November, one of China’s leading manufacturers, UBTech Robotics, secured a major contract to supply humanoid robots at border checkpoints. They will assist travelers, perform checks, and manage logistics.

Public attention towards the industry has piqued investors’ interest. Consequently, the Solactive China Humanoid Robotics Index, which tracks stocks of related robotics companies, rose by 30% in 2025.

Citigroup predicts the robot market will reach $7 trillion by 2050. Analysts assess that widespread adoption of humanoids in daily life and businesses will occur in the coming years.

Li stated that authorities will continue to expedite efforts in establishing market entry and exit mechanisms to foster a competitive environment.

Beijing aims to enhance research and development in key technologies while simultaneously creating infrastructure for education and testing.

The government also plans to facilitate the consolidation and sharing of technological and industrial resources nationwide to encourage the practical implementation of humanoids.

As a reminder, in December 2024, China began deploying a police robot— a round, armed device featuring artificial intelligence that resembles a large bowling ball.