中国正在将人形机器人列为继电动汽车后的战略产业重点，通过政府基金支持和企业密集投资快速抢占全球市场。[1]中国三大制造商Unitree、UBTech和AgiBot已占据全球人形机器人安装量的一半以上，[1]中国总体掌握了全球超过85%的人形机器人市场份额。[1]价格竞争力成为中国的明显优势——Unitree的入门级人形机器人售价仅为5000美元，远低于Boston Dynamics和特斯拉Optimus的同类产品。[1]
中国政府正积极推动这一产业发展。[1]该国已建立100亿元（21亿美元）基金，用于未来20年支持高科技初创企业，具身AI成为重点领域。[1]约150家中国公司正在制造人形机器人，数千家初创企业涌入相邻的机器人领域。[1]然而，产业面临过热风险。中国EV行业自2019年以来已有约400个品牌倒闭或合并，这一历史或将重演。[1]与此同时，在中国青年失业率约为17%的背景下，[1]机器人对就业的冲击引发关注。IO-AI Tech首席执行官Xiangyu Chen表示："我们认为机器人是用来帮助人，而不是替代人；否则人们就没有工作，经济会崩溃。"[1]
国际层面，特朗普政府上月以国家安全为由禁止进口外国制造的新型人形机器人和电源逆变器，这将直接影响中国制造商的全球扩张。[1]此外，BlueX Robotics等公司正在加速应用场景部署，计划到年底在蓝莓农场部署500台机器人。[1]
China is channeling its manufacturing prowess into humanoid robots, positioning the technology as the next frontier for industrial growth following its dominance in electric vehicles. The country's three leading robotics manufacturers—Unitree, UBTech, and AgiBot—already account for more than half of global humanoid robot installations as of 2025, while China holds over 85% of the worldwide market share for such machines.[1] This rapid expansion reflects both aggressive investment and significant cost advantages, with entry-level humanoid robots from Unitree priced at just $5,000, well below competing offerings from Boston Dynamics and Tesla's Optimus.[1]
Government backing has accelerated this trajectory considerably. Beijing has established a 10 billion yuan ($2.1 billion) fund to support high-tech startups over the next two decades, with embodied AI—robots designed to perceive and act in physical environments—among its key priorities.[1] Approximately 150 Chinese companies are now manufacturing humanoid robots, while thousands of startups have entered adjacent robotics sectors.[1] However, industry leaders acknowledge growing concerns about market saturation and labor displacement. IO-AI Tech's CEO Xiangyu Chen stated: "We believe robots are meant to help humans, not replace them; otherwise people have no jobs and the economy collapses."[1]
The sector faces mounting pressures on multiple fronts. China's EV industry, which the government has similarly backed, has witnessed around 400 brand closures or mergers since 2019, suggesting the robotics market could face similar consolidation challenges.[1] Domestically, China's youth unemployment rate stands at approximately 17%.[1] Internationally, the Trump administration last month banned imports of foreign-made humanoid robots and power inverters on national security grounds, a move that could further insulate China's market from competition.[1]