China's Economic Commission Cautions Against Bubble Risk in Humanoid Robotics Sector
The National Development and Reform Commission (NDRC), China's top economic planning authority,
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The National Development and Reform Commission (NDRC), China's top economic planning authority, has issued a warning regarding the potential for a market bubble within the rapidly expanding humanoid robotics industry, citing concerns over explosive investment levels.
During a press briefing in Beijing on Thursday, NDRC spokesperson Li Chao indicated that authorities are actively seeking to manage the sector's swift expansion to prevent market saturation or instability.
"Frontier industries have long grappled with the challenge of balancing the speed of growth against the risk of bubbles—an issue now confronting the humanoid robot sector as well," the official stated.
The Chinese market features over 150 companies in this field, with prominent players including Unitree, known for showcasing its robots at events like the Spring Festival Gala and recently releasing video footage of its G1 humanoid robot performing Kung fu maneuvers. Other rapidly emerging startups, such as AgiBot and Galbot, have also demonstrated advanced capabilities in their humanoid robots, including running marathons, kickboxing, and performing complex tasks like making coffee.
The Chinese government has designated the burgeoning industry as a key component of its six new economic growth drivers slated for the next five years. This intense activity is reflected in the market, where the Solactive China Humanoid Robotics Index, which tracks related companies, has risen by nearly 30% this year.
Global interest remains high, with technology leaders such as Tesla, Meta, and OpenAI actively engaged in development. Tesla CEO Elon Musk recently predicted the eventual reality of a "robot army" and claimed that humanoid robots, like their Optimus model (with the V3 version anticipated in the first quarter of 2026), could fundamentally transform society by automating manual labor.
